Nonprofit screen
Screen a listEpiscopal Retirement Services
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
- Type III, functionally integrated
$8.0Mrevenue
FY2024 · −13% in 3 yrs8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin20.2%
Months of reserve2.1mo
Revenue growth (annualized)+1.0%
Middle half of peersMedianEpiscopal Retirement Services
Where the money goes FY2024 · $6.4M spent
Programs$6.4M100%990 FY2024 · Part IX line 25
Nothing to check in the filings
In its favor1
Funders stay
5 of the 6 funders that gave before FY2021 are still giving.
Funders’ 990-PF grant lists15funders
$135ka year, last 3 years
36%from its largest funder
Funder’17’18’19’20’21’22’23Sutphin Family Foundation IcaOn and off$100k$87kOhio Capital Impact CorporationSince FY2021$30k$15k$101kCarol Ann and Ralph V Haile Jr FoundationOn and off$50k$50kL & L Nippert Charitable Foundation Inc Attn Carter F Randolph PhdOn and off$43k$40kEd & Joann Hubert Family Foundation IncSince FY2020$3k$5k$25k$10kWilliam P Anderson Foundation Central TrustSince FY2019$5k$3k$4k$5k$4kDonor-advised giftsDonors not disclosed$5k$13k$29$28$24$244 other fundersUp to $8k a year each$1k$17k$13k
FundedThrough a donor-advised fund