Nonprofit screen
Screen a listConsumer Credit Counseling Service of San Francisco Dba Balance
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 listing
- Listed
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- Registered
- Charity type
- 509(a)(2)
$21Mrevenue
FY2024 · +19% in 3 yrs89staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−4.8%
Months of reserve2.4mo
Revenue growth (annualized)+11.6%
Middle half of peersMedianConsumer Credit Counseling Service of San Francisco Dba Balance
Where the money goes FY2024 · $22M spent
Programs$18M82%Management and general$3.8M18%990 FY2024 · Part IX line 25
Nothing to check in the filings
In its favor3
Strong governance
11 of 11 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 12% a year since FY2017, in the top quarter of similar nonprofits.
990 Part I · peer cohortA history of government grants
Government grants on 8 of its 8 returns, 5% of revenue in FY2024. $6.3M is traced federal awards from Department of Housing and Urban Development.
990 Part VIII · USAspending9funders
$917ka year, last 3 years
100%from its largest funder
Funder’17’18’19’20’21’22’23Neighborhood Reinvestment CorporationSince FY2022$1.2M$1.5MNational Foundation for Credit Counseling IncOn and off$74kMission Economic Development AgencyOn and off$24kUmpqua Bank Charitable FoundationOn and off$5kTeichert FoundationOn and off$5kDonor-advised giftsDonors not disclosed$78k$94$67$45
FundedThrough a donor-advised fund