Nonprofit screen
Screen a listEpiscopal Retirement Communities
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)
$3.8Mrevenue
FY2025 · +69% in 3 yrs77staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpending
Against similar nonprofits FY2025
Operating margin3.0%
Months of reserve3.2mo
Revenue growth (annualized)+8.4%
Middle half of peersMedianEpiscopal Retirement Communities
Where the money goes FY2025 · $3.7M spent
Programs$3.0M82%Management and general$644k18%Fundraising$3000%990 FY2025 · Part IX line 25
Nothing to check in the filings
In its favor2
Strong governance
6 of 7 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 8% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohort1funder
$64a year, last 3 years
100%from its largest funder
Funder’20’21’22’23Donor-advised giftsDonors not disclosed$52$80$61$50
FundedThrough a donor-advised fund