Nonprofit screen
Screen a listSocial Finance 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
- Registered
- Charity type
- 509(a)(1)
$79Mrevenue
FY2024 · −3% in 3 yrs137staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpending
Against similar nonprofits FY2024
Operating margin54.0%
Months of reserve13.0mo
Revenue growth (annualized)+35.7%
Middle half of peersMedianSocial Finance
Where the money goes FY2024 · $36M spent
Programs$30M81%Management and general$6.5M18%Fundraising$325k1%990 FY2024 · Part IX line 25
Nothing to check in the filings
In its favor3
Strong governance
14 of 15 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements.
990 Part VIGrowing faster than peers
Revenue up 36% a year since FY2017, in the top quarter of similar nonprofits.
990 Part I · peer cohortA history of government grants
Government grants on 7 of its 7 returns, 12% of revenue in FY2024.
990 Part VIII77funders
$28Ma year, last 3 years
32%from its largest funder
Funder’17’18’19’20’21’22’23Blue Meridian Partners IncStopped after FY2022$4.5M$11M$3.1M–The Prudential FoundationSince FY2018$600k$500k$444k$1.2M$500k$1.0MThe Ford FoundationEvery year since FY2017$500k$625k$625k$625k$875k$600k$250kLaura and John Arnold FoundationSince FY2022$1.7M$1.3MThe Reeder FoundationOn and off$2.0M$250kThe Colorado Health FoundationOn and off$2.0MDonor-advised giftsDonors not disclosed$2.2M$631k$509k$1.0M$27M$9.3M$10.0M41 other fundersUp to $1.5M a year each$1.8M$2.6M$1.8M$2.5M$3.5M$3.6M$5.6M
FundedThrough a donor-advised fundStopped