Nonprofit screen
Screen a listCollective Heritage Institute
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- Registered
- Charity type
- 509(a)(1)
$5.3Mrevenue
FY2025 · −2% in 3 yrs22staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−2.8%
Months of reserve3.3mo
Revenue growth (annualized)+4.9%
Middle half of peersMedianCollective Heritage Institute
Where the money goes FY2025 · $5.4M spent
Programs$5.1M93%Management and general$187k3%Fundraising$175k3%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 3 of the last 3 years
−$1.2M in FY2023, −$1.4M in FY2024 and −$147k in FY2025. Cash covers 3.3 months, under the peer median of 4.0.
990 Part I and balance sheetIn its favor1
Strong governance
8 of 10 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI67funders
$1.2Ma year, last 3 years
37%from its largest funder
Funder’17’18’19’20’21’22’23The Peterffy Foundation IncSince FY2018$20k$50k$500k$700k$375k$250kNovo FoundationSince FY2018$75k$100k$100k$100k$100k$250kWend II IncOn and off$150k$400kLeonardo Dicaprio FoundationOn and off$333kThe Annenberg FoundationOn and off$75k$125k$100kThe California Wellness FoundationNew in FY2023$250kDonor-advised giftsDonors not disclosed$616k$454k$264k$184k$318k$314k$211k28 other fundersUp to $100k a year each$127k$50k$117k$40k$67k$83k$85k
FundedThrough a donor-advised fund