Nonprofit screen
Screen a listWashington Institute for Financial Security
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)
$925krevenue
FY2025 · +107% in 3 yrs5staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin28.9%
Months of reserve4.6mo
Revenue growth (annualized)−5.2%
Middle half of peersMedianWashington Institute for Financial Security
Where the money goes FY2025 · $658k spent
Programs$391k59%Management and general$267k41%990 FY2025 · Part IX line 25
Worth checking3
A funder worth 23% of revenue stopped after FY2020
Jpmorgan Chase Foundation gave about $163k a year for four years, 23% of revenue in FY2020.
Funders’ 990-PF grant listsGovernment grants fell 94% in FY2023
$182k in FY2021, $12k in FY2023.
990 Part VIIIDeficits in 2 of the last 3 years
−$167k in FY2023 and −$317k in FY2024. Cash covers 4.6 months, under the peer median of 5.3.
990 Part I and balance sheetIn its favor1
Strong governance
8 of 8 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI9funders
$297ka year, last 3 years
70%from its largest funder
Funder’17’18’19’20’21’22’23WK Kellogg FoundationEvery year since FY2017$177k$139k$359k$310k$225k$222k$175kJpmorgan Chase FoundationStopped after FY2020$150k$75k$125k$300k–Credit Unions in the State of WashingtonOn and off$206kGlobal to Local Health InitiativeStopped after FY2019$44k$105k$44k–M J Murdock Charitable TrustSince FY2020$41k$41k$25k$55kNational Association of Workforce BoardsOn and off$150kDonor-advised giftsDonors not disclosed$62 other fundersUp to $25k a year each$25k$6k
FundedThrough a donor-advised fundStopped