Nonprofit screen
Screen a listPortage Path Behavioral Health
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 · +19% in 3 yrs239staff
7 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin3.2%
Months of reserve1.4mo
Revenue growth (annualized)+5.0%
Middle half of peersMedianPortage Path Behavioral Health
Where the money goes FY2025 · $17M spent
Programs$15M91%Management and general$1.5M9%990 FY2025 · Part IX line 25
Nothing to check in the filings
In its favor2
Strong governance
11 of 11 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIA history of government grants
Government grants on 5 of its 5 returns, 10% of revenue in FY2025.
990 Part VIII29funders
$267ka year, last 3 years
36%from its largest funder
Funder’17’18’19’20’21’22’23The Margaret Clark Morgan FoundationOn and off$80k$50k$75kUnited Way of Summit and MedinaStopped after FY2022$100k$100k–Clonrock FoundationOn and off$10k$15k$50k$46kSally Ann Miller & Joseph G Miller Family FoundationOn and off$100kMg O'Neil FoundationSince FY2020$15k$10k$10k$10kKenneth L Calhoun Char TrOn and off$25kDonor-advised giftsDonors not disclosed$13k$31k$20k$228k$59k$40k10 other fundersUp to $10k a year each$500$1k$12k$8k$18k$9k
FundedThrough a donor-advised fundStopped