Nonprofit screen
Screen a listFilene Research Institute 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
- Registered
- Charity type
- 509(a)(1)
$11Mrevenue
FY2025 · +33% in 3 yrs8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin6.7%
Months of reserve6.7mo
Revenue growth (annualized)+4.1%
Middle half of peersMedianFilene Research Institute
Where the money goes FY2025 · $10M spent
Programs$7.7M75%Management and general$1.1M10%Fundraising$1.4M14%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$272k in FY2023 and −$64k in FY2024. Cash covers 6.7 months, above the peer median of 4.5.
990 Part I and balance sheetIn its favor1
Strong governance
9 of 9 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI26funders
$457ka year, last 3 years
28%from its largest funder
Funder’17’18’19’20’21’22’23Target FoundationSince FY2022$200k$180kThe Ford FoundationStopped after FY2018$244k$120k–Ewing Marion Kauffman FoundationOn and off$300kUniversity of Wisconsin Credit UnionOn and off$250kTrustage Foundation IncNew in FY2023$250kDefense Credit Union Council IncSince FY2020$55k$55k$50k$50kDonor-advised giftsDonors not disclosed$21$25k$9$2414 other fundersUp to $50k a year each$54k$41k$38k$20k$165k$50k$45k
FundedThrough a donor-advised fundStopped