Nonprofit screen
Screen a listHoly Spirit Academy of Monticello
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)(1)
$951krevenue
FY2025 · +40% in 3 yrs15staff
5 of 5years filed
’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−3.5%
Months of reserve2.0mo
Revenue growth (annualized)+12.8%
Middle half of peersMedianHoly Spirit Academy of Monticello
Where the money goes FY2025 · $985k spent
Programs$704k71%Management and general$179k18%Fundraising$102k10%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 3 of the last 3 years
−$4k in FY2023, −$70k in FY2024 and −$34k in FY2025. Cash covers 2.0 months, under the peer median of 6.7.
990 Part I and balance sheetIn its favor2
Strong governance
9 of 9 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 13% a year since FY2021, faster than half of similar nonprofits.
990 Part I · peer cohort16funders
$31ka year, last 3 years
41%from its largest funder
Funder’17’18’19’20’21’22’23Kopp Family FoundationOn and off$5k$15k$5k$15k$5kMcGuire Family Charitable FoundationSince FY2022$30k$8kSt Agnes Catholic Education FoundationStopped after FY2020$12k$7k–Hb Fuller Company FoundationStopped after FY2018$1k$1k–Ge Aerospace FoundationSince FY2022$1k$350Anderson Family Foundation IncOn and off$500Donor-advised giftsDonors not disclosed$5k$5k$6k$6k$12k$10k1 other fundersUp to $500 a year each$500
FundedThrough a donor-advised fundStopped