Nonprofit screen
Screen a listSociety for Financial Education & Professional Development
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)
$1.5Mrevenue
FY2024 · +48% in 3 yrs6staff
7 of 7years filed
’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−1.9%
Months of reserve4.2mo
Revenue growth (annualized)+18.8%
Middle half of peersMedianSociety for Financial Education & Professional Development
Where the money goes FY2024 · $1.5M spent
Programs$1.2M78%Management and general$287k19%Fundraising$54k4%990 FY2024 · Part IX line 25
Worth checking3
A funder worth 23% of revenue stopped after FY2022
Foot Locker Foundation Inc gave $195k in FY2022, 23% of revenue that year.
Funders’ 990-PF grant listsGovernment grants fell 80% in FY2024
$768k in FY2023, $150k in FY2024.
990 Part VIIIDeficits in 2 of the last 3 years
−$36k in FY2022 and −$28k in FY2024. Cash covers 4.2 months, above the peer median of 4.1.
990 Part I and balance sheetIn its favor1
Growing faster than peers
Revenue up 19% a year since FY2018, in the top quarter of similar nonprofits.
990 Part I · peer cohort14funders
$181ka year, last 3 years
36%from its largest funder
Funder’17’18’19’20’21’22’23Foot Locker Foundation IncOn and off$195kThe Bank of America Charitable Foundation IncStopped after FY2021$50k$50k–Ici Education FoundationOn and off$22k$25kNational Endowment for Financial EducationOn and off$35kInvestor Protection TrustStopped after FY2018$6k$6k–Donor-advised giftsDonors not disclosed$35k$95k$95k$60k
FundedThrough a donor-advised fundStopped