Nonprofit screen
Screen a listRevere and Son Heritage Trust Corporation
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
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$472krevenue
FY2025 · +226% in 3 yrs3staff
5 of 5years filed
’21’22’23’24’25
Revenue and spendingRevenueSpending
Against similar nonprofits FY2025
Operating margin56.5%
Months of reserve17.8mo
Revenue growth (annualized)+52.5%
Middle half of peersMedianRevere and Son Heritage
Where the money goes FY2025 · $205k spent
Programs$151k73%Management and general$41k20%Fundraising$13k7%990 FY2025 · Part IX line 25
Nothing to check in the filings
In its favor3
Strong governance
8 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 52% a year since FY2021, in the top quarter of similar nonprofits.
990 Part I · peer cohortA history of government grants
Government grants on 3 of its 3 returns, 30% of revenue in FY2025.
990 Part VIII11funders
$13ka year, last 3 years
73%from its largest funder
Funder’21’22’23William M Weiss FoundationOn and off$5kThe Bank of America Charitable Foundation IncOn and off$155Donor-advised giftsDonors not disclosed$22k$12k
FundedThrough a donor-advised fund