Nonprofit screen
Screen a listThe Sophia Way
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)
$4.5Mrevenue
FY2024 · +3% in 3 yrs90staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−5.1%
Months of reserve2.7mo
Revenue growth (annualized)+14.1%
Middle half of peersMedianSophia Way
Where the money goes FY2024 · $4.7M spent
Programs$3.4M72%Management and general$998k21%Fundraising$341k7%990 FY2024 · Part IX line 25
Worth checking1
Deficits in 3 of the last 3 years
−$3k in FY2022, −$153k in FY2023 and −$226k in FY2024. Cash covers 2.7 months, under the peer median of 3.2.
990 Part I and balance sheetIn its favor4
Strong governance
8 of 8 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 14% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohortFunders stay
20 of the 31 funders that gave before FY2021 are still giving.
Funders’ 990-PF grant listsA history of government grants
Government grants on 8 of its 8 returns, 42% of revenue in FY2024.
990 Part VIII81funders
$880ka year, last 3 years
33%from its largest funder
Funder’17’18’19’20’21’22’23Biella FoundationSince FY2020$76k$98k$72k$69kMedina FoundationOn and off$4k$20k$20k$20k$20k$30kByron & Alice Lockwood FoundationSince FY2019$20k$20k$20k$22k$20kEastside Retirement AssociationOn and off$50k$15kTillie & Alfred Shemanski Testamentary TrustEvery year since FY2017$5k$10k$10k$10k$10k$10k$10kCooper-MacGrath FoundationOn and off$10k$10k$10k$25kDonor-advised giftsDonors not disclosed$59k$267k$98k$333k$566k$490k$711k48 other fundersUp to $41k a year each$45k$22k$14k$60k$107k$129k$205k
FundedThrough a donor-advised fund