Nonprofit screen
Screen a listHoly Family Institute
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)
$29Mrevenue
FY2025 · −8% in 3 yrs469staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin4.4%
Months of reserve1.0mo
Revenue growth (annualized)+15.7%
Middle half of peersMedianHoly Family Institute
Where the money goes FY2025 · $27M spent
Programs$23M86%Management and general$3.5M13%Fundraising$422k2%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$2.7M in FY2023 and −$1.8M in FY2024. Cash covers 1.0 months, under the peer median of 1.8.
990 Part I and balance sheetIn its favor3
Strong governance
14 of 16 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 16% a year since FY2017, in the top quarter of similar nonprofits.
990 Part I · peer cohortA history of government grants
Government grants on 9 of its 9 returns, 78% of revenue in FY2025. $181M is traced federal awards from Department of Health and Human Services.
990 Part VIII · USAspending41funders
$499ka year, last 3 years
18%from its largest funder
Funder’17’18’19’20’21’22’23Richard King Mellon FoundationOn and off$375k$100k$174kPhilip & Patricia Muck Charitable FoundationSince FY2022$115k$150kHillman Family FoundationsOn and off$250kAllegheny FoundationOn and off$250kIrene C Shea FoundationOn and off$50k$50k$35k$50k$35kRyan Memorial FoundationSince FY2022$100k$101kDonor-advised giftsDonors not disclosed$228k$368k$250k$108k$113k$165k$122k21 other fundersUp to $60k a year each$18k$52k$8k$156k$140k$127k$105k
FundedThrough a donor-advised fund