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Florida · Nonprofit

THE GREATER SUM INC

THE GREATER SUM INC (Florida) receives grants from 3 organizations whose IRS filings report $150,250 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($126,250). 0 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2024
$301k
Funders on record
3
Grants received
$150k
Net assets
$1.5M
0/3 repeat funders
01What it does

What The Greater Sum Inc does

Programs

  1. Programs for nonprofits - the foundation identifies innovative early-stage organizations in need of strategic support in order to expand the impact of their promising work in the foundation's focus areas of education, environment, community-building, and health. In 2024 activities included two major programs: a virtual incubator with an online curriculum, facilitated group coaching, and peer chat sessions and an accelerator program that included fundraising training and coaching, video production, and facilitated peer chat sessions. 2024 expenses included bloomerang, gratavid and zoom subscriptions and staffing.

    $139,331 spent
  2. Educational materials & events - the foundation ensures that volunteers have the knowledge and skills needed to assist their nonprofit partners in navigating sector challenges, and that members of our nonprofit community, beyond those funded by the foundation benefit from sme experience and nonprofit best practices. 2024 activities included video production, e-newsletters, social media, and our summer consulting series. 2024 expenses included subscriptions, memberships and consulting experts.

    $62,821 spent

The 2 programs described on its FY2024 Form 990-PF.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($1.1M) Expenses 100 ($102k) Net assets 100 ($962k)2018 Revenue 13 ($136k) Expenses 337 ($345k) Net assets 78 ($753k)2019 Revenue 2 ($18k) Expenses 342 ($350k) Net assets 44 ($422k)2020 Revenue 101 ($1.1M) Expenses 242 ($248k) Net assets 129 ($1.2M)2021 Revenue 7 ($72k) Expenses 311 ($319k) Net assets 108 ($1.0M)2022 Revenue 0 ($3k) Expenses 278 ($285k) Net assets 62 ($595k)2023 Revenue 103 ($1.1M) Expenses 384 ($393k) Net assets 154 ($1.5M)2024 Revenue 29 ($301k) Expenses 371 ($380k) Net assets 152 ($1.5M)
'17'18'19'20'21'22'23'24
Revenue (29)Expenses (371)Net assets (152)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $654k to $1.6M (+144%).

$962k
$753k
$422k
$1.3M
$1.0M
$654k
$1.6M
$1.5M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Anna Taylor

Executive director

Board chair

Justin Chad Hunsaker

Chairman of the board

As listed on its FY2024 Form 990-PF.

'17'18'19'20'21'22'23'24
Listed77667101010
Joined·+0+0+0+1+3+1+0
No longer listed·0100010
03Who funds it

Who funds it, year by year

Grant support over time, funder by funder — shade shows the grant size each year.

3 of 3 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 100% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of THE GREATER SUM INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

THE GREATER SUM INC leans on a few funders — its largest provides 84% of grant income and the top three 100%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

100% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund THE GREATER SUM INC.

84%
largest funder
100%
top three
~1
effective funders

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

100% of THE GREATER SUM INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Too little is directly attributable to place on a map.

Funder states come from each funder’s own filing. $150k arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

THE GREATER SUM INC is better cushioned than half of the 21,616 human services nonprofits its size.

Months of reserve9.3mo · above the median
Revenue growth (annualized)−16% · bottom quartile

this organization peer median middle 50% of peers· 21,616 human services nonprofits $100k–$1M, FY2024

Organizations like THE GREATER SUM INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Florida

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Screen this organization

A dated, signed PDF of the compliance screen for THE GREATER SUM INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds THE GREATER SUM INC?
THE GREATER SUM INC (Florida) receives grants from 3 organizations whose IRS filings report $150,250 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($126,250). 0 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does THE GREATER SUM INC have?
IRS filings report 3 organizations giving $150,250 in grants to THE GREATER SUM INC.
Who is the largest funder of THE GREATER SUM INC?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $126,250 in grants. The full list of funders is on this page.
How can an organization like THE GREATER SUM INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Florida. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 3 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing