Nonprofit screen
Screen a listLulu & Leo Fund
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
- Reinstated
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$848krevenue
FY2025 · +153% in 3 yrs5staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin13.5%
Months of reserve22.8mo
Revenue growth (annualized)+10.8%
Middle half of peersMedianLulu & Leo
Where the money goes FY2025 · $733k spent
Programs$419k57%Management and general$164k22%Fundraising$149k20%990 FY2025 · Part IX line 25
Worth checking1
A funder worth 17% of revenue stopped after FY2021
The Sheth Sangreal Foundation gave $60k in FY2021, 17% of revenue that year.
Funders’ 990-PF grant listsIn its favor2
Strong governance
6 of 8 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 11% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohort37funders
$120ka year, last 3 years
17%from its largest funder
Funder’17’18’19’20’21’22’23The Sheth Sangreal FoundationOn and off$60kStar Family FoundationStopped after FY2019$15k$40k–The Billi Marcus Foundation IncSince FY2020$3k$10k$10k$10kPwc Foundation IncNew in FY2023$25kCornelia T Bailey Charitable TrustOn and off$25kThe Lincoln FundNew in FY2023$20kDonor-advised giftsDonors not disclosed$35k$27k$87k$76k$32k$47k$63k18 other fundersUp to $13k a year each$500$2k$38k$25k$21k$20k$15k
FundedThrough a donor-advised fundStopped