Nonprofit screen
Screen a listCopeland Oaks
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
- No record
- Charity type
- 509(a)(2)
$17Mrevenue
FY2025 · +15% in 3 yrs301staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−4.2%
Months of reserve1.7mo
Revenue growth (annualized)+0.6%
Middle half of peersMedianCopeland Oaks
Where the money goes FY2025 · $17M spent
Programs$13M73%Management and general$4.6M27%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 3 of the last 3 years
−$635k in FY2023, −$670k in FY2024 and −$694k in FY2025. Cash covers 1.7 months, under the peer median of 1.8.
990 Part I and balance sheetIn its favor1
Strong governance
11 of 11 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI6funders
$59ka year, last 3 years
63%from its largest funder
Funder’17’18’19’20’21’22’23A D & H R Stambaugh Char FdnEvery year since FY2017$36k$36k$36k$36k$36k$44k$33kEthel G Rupert Tr FBO Cope Methodist HomeSince FY2018$14k$15k$15k$14k$15k$16kBiery Family Foundation IncSince FY2022$5k$5kScott Foundation IncOn and off$1kAetna Foundation IncOn and off$257Donor-advised giftsDonors not disclosed$5k$10k
FundedThrough a donor-advised fund