Nonprofit screen
Screen a listHistoric South Initiative
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)(1)
$5.7Mrevenue
FY2024 · +289% in 3 yrs4staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−5.0%
Months of reserve2.8mo
Revenue growth (annualized)+38.9%
Middle half of peersMedianHistoric South Initiative
Where the money goes FY2024 · $6.0M spent
Programs$5.8M97%Management and general$145k2%Fundraising$65k1%990 FY2024 · Part IX line 25
Nothing to check in the filings
In its favor3
Strong governance
11 of 11 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 39% a year since FY2017, in the top quarter of similar nonprofits.
990 Part I · peer cohortA history of government grants
Government grants on 7 of its 8 returns, 90% of revenue in FY2024. $2.0M is traced federal awards from Department of Housing and Urban Development.
990 Part VIII · USAspending33funders
$400ka year, last 3 years
38%from its largest funder
Funder’17’18’19’20’21’22’23Local Initiatives Support CorporationStopped after FY2022$120k$30k$60k$60k–Designetics Cares FoundationOn and off$50k$50k$100kCharles a Sullivan FoundationSince FY2018$25k$25k$25k$25k$20k$20kBon Secours Mercy Health FoundationStopped after FY2022$25k$25k–The Boeschenstein Family Foundation Fka M/B FoundationStopped after FY2022$10k$10k$10k$10k$5k–John Henry Eldred Jr FoundationNew in FY2023$40kDonor-advised giftsDonors not disclosed$50k$23k$37k$51k$202k$172k$229k18 other fundersUp to $35k a year each$10k$50k$15k$47k$53k$67k$39k
FundedThrough a donor-advised fundStopped