Nonprofit screen
Screen a listTruly Valued Inc
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)(2)
$382krevenue
FY2025 · +162% in 3 yrs5staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−3.6%
Months of reserve1.1mo
Revenue growth (annualized)+35.7%
Middle half of peersMedianTruly Valued
Where the money goes FY2025 · $396k spent
Programs$294k74%Management and general$82k21%Fundraising$21k5%990 FY2025 · Part IX line 25
Worth checking2
A funder worth 25% of revenue stopped after FY2021
Edward E & Lillian H Bishop Fdn 007087-000 gave $30k in FY2021, 25% of revenue that year.
Funders’ 990-PF grant listsDeficits in 2 of the last 3 years
−$113k in FY2024 and −$14k in FY2025. Cash covers 1.1 months, under the peer median of 5.2.
990 Part I and balance sheetIn its favor2
Strong governance
6 of 6 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 36% a year since FY2017, in the top quarter of similar nonprofits.
990 Part I · peer cohort17funders
$142ka year, last 3 years
49%from its largest funder
Funder’18’19’20’21’22’23Charles & Margery Barancik Foundation IncSince FY2022$5k$205kEdward E & Lillian H Bishop Fdn 007087-000On and off$30kThe Bill & Ann Templeton Foundation IncStopped after FY2022$750$27k–Bradenton Rotary FoundationStopped after FY2019$5k$5k–Blue Cross Blue Shield of Florida FoundationNew in FY2023$10kAmicus Foundation IncOn and off$7kDonor-advised giftsDonors not disclosed$10k$54$32k$61k$45k3 other fundersUp to $5k a year each$250$500$8k$750$2k
FundedThrough a donor-advised fundStopped