Nonprofit screen
Screen a listThe American College of Trust and Estate Counsel Foundation
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)(2)
$363krevenue
FY2025 · +11% in 3 yrs8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin29.4%
Months of reserve19.5mo
Revenue growth (annualized)+6.5%
Middle half of peersMedianAmerican College of Trust and Estate Counsel
Where the money goes FY2025 · $257k spent
Programs$165k64%Management and general$92k36%990 FY2025 · Part IX line 25
Worth checking1
Its largest funder stopped after FY2022
Viola Foundation Inc gave about $113k a year for two years, 15% of revenue in FY2022.
Funders’ 990-PF grant listsIn its favor1
Strong governance
26 of 26 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI4funders
$82ka year, last 3 years
92%from its largest funder
Funder’20’21’22’23Viola Foundation IncStopped after FY2022$175k$50k–JF Maddox FoundationStopped after FY2022$6k$6k$2k–Donor-advised giftsDonors not disclosed$229$6k$248$7k
FundedThrough a donor-advised fundStopped