Nonprofit screen
Screen a listReconciliation Services
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)
$3.1Mrevenue
FY2024 · −67% in 3 yrs35staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−20.4%
Months of reserve0.4mo
Revenue growth (annualized)+9.2%
Middle half of peersMedianReconciliation Services
Where the money goes FY2024 · $3.7M spent
Programs$2.7M74%Management and general$806k22%Fundraising$149k4%990 FY2024 · Part IX line 25
Worth checking2
Its largest funder stopped after FY2022
The Sunderland Foundation gave $4.0M in FY2022, 35% of revenue that year.
Funders’ 990-PF grant listsDeficits in 2 of the last 3 years
−$2.0M in FY2023 and −$625k in FY2024. Cash covers 0.4 months, under the peer median of 3.2.
990 Part I and balance sheetIn its favor3
Strong governance
16 of 16 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 9% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohortA history of government grants
Government grants on 8 of its 8 returns, 36% of revenue in FY2024. $4.7M is traced federal awards from Corporation for National and Community Service.
990 Part VIII · USAspending74funders
$3.5Ma year, last 3 years
38%from its largest funder
Funder’17’18’19’20’21’22’23The Sunderland FoundationOn and off$4.0MHealth Forward FoundationEvery year since FY2017$200k$327k$96k$352k$351k$340k$160kHall Family FoundationOn and off$1.0MJe and le Mabee Foundation IncOn and off$650kEwing Marion Kauffman FoundationOn and off$2k$150k$150k$150kKao Family FoundationSince FY2020$25k$100k$100k$100kDonor-advised giftsDonors not disclosed$68k$189k$166k$39k$955k$339k$205k45 other fundersUp to $150k a year each$68k$87k$104k$156k$537k$729k$522k
FundedThrough a donor-advised fund