Nonprofit screen
Screen a listEffective Planning & Innovative Communication Inc
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)(1)
$7.6Mrevenue
FY2025 · +18% in 3 yrs112staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−3.3%
Months of reserve1.7mo
Revenue growth (annualized)+1.5%
Middle half of peersMedianEffective Planning & Innovative Communication
Where the money goes FY2025 · $7.9M spent
Programs$7.4M94%Management and general$423k5%Fundraising$22k0%990 FY2025 · Part IX line 25
Worth checking2
A funder worth 15% of revenue stopped after FY2020
The Victoria S and Bradley L Geist Foundation gave $808k in FY2020, 15% of revenue that year.
Funders’ 990-PF grant listsDeficits in 2 of the last 3 years
−$137k in FY2023 and −$250k in FY2025. Cash covers 1.7 months, under the peer median of 3.2.
990 Part I and balance sheetIn its favor2
Strong governance
8 of 8 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIA history of government grants
Government grants on 9 of its 9 returns, 83% of revenue in FY2025.
990 Part VIII20funders
$425ka year, last 3 years
47%from its largest funder
Funder’17’18’19’20’21’22’23The Victoria S and Bradley L Geist FoundationOn and off$808kStupski FoundationSince FY2021$50k$255k$300kAnnie E Casey Foundation IncSince FY2019$75k$120k$75k$75k$75kEarl M and Margery C Chapman FoundationOn and off$25k$25k$25k$25k$50k$25kTrustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha SchoolsOn and off$115kKosasa FoundationNew in FY2023$100kDonor-advised giftsDonors not disclosed$39$207$20k$9411 other fundersUp to $51k a year each$30k$73k$55k$28k$51k
FundedThrough a donor-advised fund