Nonprofit screen
Screen a listInsurance Industry Charitable Foundation
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
- Registered
- Charity type
- 509(a)(2)
$8.1Mrevenue
FY2025 · +38% in 3 yrs13staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin9.3%
Months of reserve4.1mo
Revenue growth (annualized)+6.0%
Middle half of peersMedianInsurance Industry
Where the money goes FY2025 · $7.3M spent
Programs$5.9M81%Management and general$460k6%Fundraising$955k13%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$89k in FY2023 and −$233k in FY2024. Cash covers 4.1 months, under the peer median of 5.2.
990 Part I and balance sheetIn its favor1
Strong governance
30 of 30 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI50funders
$317ka year, last 3 years
20%from its largest funder
Funder’17’18’19’20’21’22’23Amerisure Charitable FoundationSince FY2020$100k$39k$44k$49kSurplus Line Association of CaliforniaEvery year since FY2017$26k$26k$49k$7k$27k$28k$33kChubb Charitable FoundationSince FY2019$52k$43k$44k$905$1kExcess Line Association of New YorkEvery year since FY2017$15k$15k$15k$15k$15k$15k$15kThe Westfield Insurance FoundationSince FY2020$15k$13k$9k$9kEnterprise Holdings FoundationStopped after FY2022$20k$20k–Donor-advised giftsDonors not disclosed$115k$70k$52k$168k$188k$160k$163k22 other fundersUp to $28k a year each$84k$48k$9k$34k$30k$15k$13k
FundedThrough a donor-advised fundStopped