Nonprofit screen
Screen a listMontrose Foundation Inc
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)
$17Mrevenue
FY2025 · +118% in 3 yrs120staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin27.6%
Months of reserve7.2mo
Revenue growth (annualized)+14.7%
Middle half of peersMedianMontrose
Where the money goes FY2025 · $12M spent
Programs$9.7M80%Management and general$1.8M15%Fundraising$634k5%990 FY2025 · Part IX line 25
Worth checking1
Government grants fell 100% in FY2022
$636k in FY2021, $500 in FY2022.
990 Part VIIIIn its favor3
Strong governance
11 of 11 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements.
990 Part VIGrowing faster than peers
Revenue up 15% a year since FY2017, in the top quarter of similar nonprofits.
990 Part I · peer cohortFunders stay
4 of the 6 funders that gave before FY2021 are still giving.
Funders’ 990-PF grant lists24funders
$203ka year, last 3 years
38%from its largest funder
Funder’17’18’19’20’21’22’23The Flatley FoundationOn and off$260kSlaggie Family FoundationSince FY2022$100k$100kThe Robert D and Patricia E Kern Family Foundation IncOn and off$150kTrustees of Boston UniversityStopped after FY2021$71k$30k–John A McNeice Jr Charitable FoundationSince FY2021$25k$5k$10kThe Little Oak Hill FoundationSince FY2021$3k$5k$5kDonor-advised giftsDonors not disclosed$129k$97k$91k$140k$80k$132k$75k9 other fundersUp to $10k a year each$700$6k$4k$5k$8k$27k
FundedThrough a donor-advised fundStopped