Nonprofit screen
Screen a listWaterford Foundation 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)
$598krevenue
FY2025 · −1% in 3 yrs5staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−16.1%
Months of reserve2.7mo
Revenue growth (annualized)+1.7%
Middle half of peersMedianWaterford
Where the money goes FY2025 · $694k spent
Programs$595k86%Management and general$74k11%Fundraising$25k4%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 3 of the last 3 years
−$147k in FY2023, −$57k in FY2024 and −$96k in FY2025. Cash covers 2.7 months, under the peer median of 5.6.
990 Part I and balance sheetIn its favor2
Strong governance
15 of 15 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIFunders stay
3 of the 5 funders that gave before FY2021 are still giving.
Funders’ 990-PF grant lists12funders
$24ka year, last 3 years
27%from its largest funder
Funder’17’18’19’20’21’22’23The Cedars Foundation IncOn and off$2k$2k$2k$14k$2k$2kBetty R McGowin Charitable Trust Regions Bank Trust DepartmentStopped after FY2021$1k$2k$2k$2k$5k–Catoctin Preservation Foundation IncStopped after FY2022$2k$2k$2k–The Kentland Foundation IncStopped after FY2021$2k$500$2k–Kimberley a Partoll Family FoundationSince FY2021$500$1k$1kThe Bank of Clarke County FoundationStopped after FY2022$1k$1k–Donor-advised giftsDonors not disclosed$7k$27k$7k$6k2 other fundersUp to $100 a year each$100$100
FundedThrough a donor-advised fundStopped