Nonprofit screen
Screen a listThe Economic Progress Institute
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)
$1.0Mrevenue
FY2024 · +49% in 3 yrs8staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−2.7%
Months of reserve8.1mo
Revenue growth (annualized)+11.0%
Middle half of peersMedianEconomic Progress Institute
Where the money goes FY2024 · $1.0M spent
Programs$714k68%Management and general$209k20%Fundraising$123k12%990 FY2024 · Part IX line 25
Worth checking2
A funder worth 12% of revenue stopped after FY2022
Chestnut Fund gave about $83k a year for three years, 12% of revenue in FY2022.
Funders’ 990-PF grant listsDeficits in 2 of the last 3 years
−$41k in FY2022 and −$27k in FY2024. Cash covers 8.1 months, above the peer median of 5.2.
990 Part I and balance sheetIn its favor3
Strong governance
17 of 17 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 11% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohortFunders stay
5 of the 5 funders that gave before FY2021 are still giving.
Funders’ 990-PF grant lists26funders
$701ka year, last 3 years
39%from its largest funder
Funder’17’18’19’20’21’22’23Center on Budget and Policy PrioritiesOn and off$110k$75k$120k$135k$70k$100kFamily Values Work a Multi-State ConsortiumEvery year since FY2017$85k$40k$30k$75k$50k$110k$65kChestnut FundStopped after FY2022$100k$75k$75k–Annie E Casey Foundation IncSince FY2021$75k$75k$75kRalph R Papitto & Barbara a Papitto Private Family FoundationSince FY2022$20k$55kCvs Health Charity Classic IncOn and off$10k$10k$10k$10k$10k$10kDonor-advised giftsDonors not disclosed$76k$86k$180k$129k$263k$280k$553k9 other fundersUp to $33k a year each$733$150$62k$80k
FundedThrough a donor-advised fundStopped