Nonprofit screen
Screen a listHeartland Institute of Financial Education
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
- No record
- Charity type
- 509(a)(2)
$286krevenue
FY2024 · −64% in 3 yrs1staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin4.8%
Months of reserve2.3mo
Revenue growth (annualized)−24.1%
Middle half of peersMedianHeartland Institute of Financial Education
Where the money goes FY2024 · $272k spent
Programs$140k52%Management and general$132k48%990 FY2024 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$19k in FY2022 and −$13k in FY2023. Cash covers 2.3 months, under the peer median of 6.7.
990 Part I and balance sheetIn its favor
None found in the filings.
1funder
$70a year, last 1 years
100%from its largest funder
Funder’18Stephen and Aegean Family FoundationNew in FY2018$70
Funded