Nonprofit screen
Screen a listFoundation for Financial Planning 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 listing
- Listed
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- Registered
- Charity type
- 509(a)(1)
$3.4Mrevenue
FY2024 · −7% in 3 yrs7staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin32.7%
Months of reserve5.1mo
Revenue growth (annualized)+10.3%
Middle half of peersMedianFoundation for Financial Planning
Where the money goes FY2024 · $2.3M spent
Programs$1.7M76%Management and general$376k16%Fundraising$176k8%990 FY2024 · Part IX line 25
Nothing to check in the filings
In its favor2
Strong governance
24 of 24 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 10% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohort29funders
$188ka year, last 3 years
32%from its largest funder
Funder’17’18’19’20’21’22’23Commonwealth Cares Fund IncOn and off$25k$25k$50k$25k$25kCoit Family FoundationStopped after FY2019$25k$100k$5k–The Deena Jo Heide-Diesslin FoundationStopped after FY2022$5k$5k$5k$5k$26k$1k–Charles Schwab FoundationOn and off$44kThe Cambridge Foundation IncStopped after FY2019$10k$10k$10k–Fpa of the National Capital AreaOn and off$6kDonor-advised giftsDonors not disclosed$71k$175k$105k$125k$22k$238k$181k5 other fundersUp to $1k a year each$1k$150$1k$250$550$1k
FundedThrough a donor-advised fundStopped