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California · Nonprofit

THE INVERNESS ASSOCIATION

THE INVERNESS ASSOCIATION (California) receives grants from 7 organizations whose IRS filings report $35,890 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($26,300). 1 of them have funded it in more than one year, and 95% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$29k
Funders on record
7
Grants received
$36k
Net assets
$1.1M
1/7 repeat funderspeak grant-dependency 9%
01What it does

What The Inverness Association does

Mission

Maintain and preserve inverness, marin county, california

As stated on its FY2025 Form 990.

Program

  1. In the year 21/22, the Inverness Foundation continued to perform maintenance on its iconic and historic building, The Gables, which houses the Marin County Public Library and the Jack Mason Museum of West Marin History.While not accomplished as of the end of the tax year, an agreement was reached with a young licensed business in the area to remove and replace the decrepit picket fence around the gardens. Work was performed by another local contractor to create more fire prevention related vegetation clearance for the library, and the gutters were professionally cleaned of debris to facilitate the function during heavy rain events. In addition, more work took place replacing bits and pieces of bridges around the community and on the many trails that the public uses to get to beaches, the post office and hiking trails. Our parks and beaches got attention in cleanups and defensible space work as well. The ADA door had to undergo more work by the service company due to the installation of an incorrect circuit board, and fortunately the work was covered at no charge, under warranty by the service provider.The Foundation continued to support, through Fiscal Sponsorship, scholarships…

    $15,677 spent
    100% of program spending

The program described on its FY2021 Form 990. Program spending in total: $15,677.

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.

100 = 20172017 Revenue 100 ($85k) Expenses 100 ($70k) Net assets 100 ($973k)2018 Revenue 1220 ($1.0M) Expenses 1390 ($977k) Net assets 106 ($1.0M)2019 Revenue 69 ($59k) Expenses 90 ($63k) Net assets 107 ($1.0M)2021 Revenue 67 ($57k) Expenses 35 ($25k) Net assets 112 ($1.1M)2022 Revenue 59 ($50k) Expenses 27 ($19k) Net assets 111 ($1.1M)2023 Revenue 53 ($45k) Expenses 49 ($34k) Net assets 112 ($1.1M)2024 Revenue 59 ($50k) Expenses 52 ($36k) Net assets 114 ($1.1M)2025 Revenue 35 ($29k) Expenses 139 ($98k) Net assets 108 ($1.1M)
'17'18'19'21'22'23'24'25
Revenue (35)Expenses (139)Net assets (108)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2017 to 2018, from $973k to $1.0M (+6%).

$973k
$1.0M
$1.0M
$1.1M
$1.1M
$1.1M
$1.1M
$1.1M
'17'18'19'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 8 reported years ran a deficit.

$15k
’17
$62k
’18
−$4k
’19
$33k
’21
$31k
’22
$11k
’23
$14k
’24
−$68k
’25
15
months of
reserve

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.

'17'18'19'21'22'23'24'25
Listed999101010105
Joined·+2+0·+0+0+0+5
No longer listed·20·00010
03Who funds it

Who funds it, year by year

2018 → 2023: the base held at 2 funders, grant income fell $27k → $1k.

3 of 7 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 95% 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 INVERNESS ASSOCIATION’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 INVERNESS ASSOCIATION leans on a few funders — its largest provides 73% of grant income and the top three 95%; half comes from just 1 funder.

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

95% 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 INVERNESS ASSOCIATION.

73%
largest funder
95%
top three
~2
effective funders

Largest funder’s share by year: 2018 99% · 2020 98% · 2021 95% · 2023 83% — diversifying over time.

“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

95% of THE INVERNESS ASSOCIATION'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. Of the $2k that is directly attributable, 62% of it comes from funders outside California, across 3 states.

ME
MA
CA

In-state vs out-of-state, by year

’18
’20
’21
’23
California out of state home

Funder states come from each funder’s own filing. $34k 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

Organizations like THE INVERNESS ASSOCIATION

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 California

Nationally

05Profile & governance

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

Where the money goes

84% of spending goes to programs.

Program 84%Management 16%Fundraising 0%

Governance

10
board members
100%
independent
✓Conflict-of-interest policy–Whistleblower policy–Document retention✓Board reviewed the 990–Audited financials

Public support

87%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CA

Part of a family of 1 related entity

  • Inverness Association · disregarded

Screen this organization

A dated, signed PDF of the compliance screen for THE INVERNESS ASSOCIATION: 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 INVERNESS ASSOCIATION?
THE INVERNESS ASSOCIATION (California) receives grants from 7 organizations whose IRS filings report $35,890 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($26,300). 1 of them have funded it in more than one year, and 95% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does THE INVERNESS ASSOCIATION have?
IRS filings report 7 organizations giving $35,890 in grants to THE INVERNESS ASSOCIATION, 1 of which have funded it in more than one year.
Who is the largest funder of THE INVERNESS ASSOCIATION?
DONOR ADVISED CHARITABLE GIVING INC is the largest funder on record, with $26,300 in grants. The full list of funders is on this page.
How can an organization like THE INVERNESS ASSOCIATION find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. 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 FY2025 (financials across 2017–2025), and the filings of 7 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