Nonprofit screen
Screen a listUpper Perk Ptfs
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)
$82krevenue
FY2025 · +9% in 3 yrs8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−10.3%
Revenue growth (annualized)+6.2%
Middle half of peersMedianUpper Perk Ptfs
Worth checking1
Deficits in 2 of the last 3 years
−$790 in FY2024 and −$9k in FY2025.
990 Part I and balance sheetIn its favor1
Growing faster than peers
Revenue up 6% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohort3funders
$747a year, last 3 years
93%from its largest funder
Funder’20’21’22’23The Pfizer Foundation IncOn and off$110Lincoln Financial Foundation IncNew in FY2023$50Donor-advised giftsDonors not disclosed$271$738$754$589
FundedThrough a donor-advised fund