Nonprofit screen
Screen a listWellmed Charitable Foundation
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)
$8.4Mrevenue
FY2024 · +29% in 3 yrs5 of 5years filed
’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin12.6%
Months of reserve6.9mo
Revenue growth (annualized)+6.9%
Middle half of peersMedianWellmed
Where the money goes FY2024 · $7.3M spent
Programs$6.8M93%Management and general$507k7%990 FY2024 · Part IX line 25
Worth checking2
Government grants fell 81% in FY2022
$3.1M in FY2021, $597k in FY2022.
990 Part VIIIDeficits in 2 of the last 3 years
−$244k in FY2022 and −$122k in FY2023. Cash covers 6.9 months, above the peer median of 4.1.
990 Part I and balance sheetIn its favor
None found in the filings.
13funders
$892ka year, last 3 years
95%from its largest funder
Funder’17’18’19’20’21’22’23Leo Daniel FoundationSince FY2019$252k$85k$30k$30k$15kNational Council on Aging IncStopped after FY2021$71k$47k$80k$22k–Zero Prostate CancerOn and off$36k$22k$25k$9kJohn L Santikos Charitable FoundationOn and off$51kThe Rapier Family FoundationOn and off$50kThe Prairie FoundationNew in FY2023$10kDonor-advised giftsDonors not disclosed$13k$998k$896k$867k$795k2 other fundersUp to $1k a year each$500$1k
FundedThrough a donor-advised fundStopped