Nonprofit screen
Screen a listWells Mountain Initiative 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)(1)
$957krevenue
FY2024 · +77% in 3 yrs6staff
6 of 6years filed
’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−14.8%
Months of reserve2.8mo
Revenue growth (annualized)+4.6%
Middle half of peersMedianWells Mountain Initiative
Where the money goes FY2024 · $1.1M spent
Programs$724k66%Management and general$187k17%Fundraising$186k17%990 FY2024 · Part IX line 25
Worth checking2
A funder worth 24% of revenue stopped after FY2022
David Greenewalt Charitable Trust Geoffrey M Mason Trustee gave about $13k a year for two years, 24% of revenue in FY2022.
Funders’ 990-PF grant listsDeficits in 3 of the last 3 years
−$924k in FY2022, −$228k in FY2023 and −$141k in FY2024. Cash covers 2.8 months, under the peer median of 5.1.
990 Part I and balance sheetIn its favor2
Strong governance
14 of 14 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIFunders stay
6 of the 10 funders that gave before FY2021 are still giving.
Funders’ 990-PF grant lists28funders
$300ka year, last 3 years
39%from its largest funder
Funder’17’18’19’20’21’22’23Bolger FoundationOn and off$1.2M$7k$5k$5k$5kEpstein-Roth FoundationEvery year since FY2017$14k$14k$15k$15k$15k$15k$10kThe Palmedo Family Foundation IncEvery year since FY2017$7k$7k$7k$8k$10k$10k$10kKaufman Family Foundation 16115009633On and off$10k$22k$20kNazarian Family FoundationEvery year since FY2017$5k$5k$5k$5k$6k$10k$6kDavid Greenewalt Charitable Trust Geoffrey M Mason TrusteeOn and off$5k$20kDonor-advised giftsDonors not disclosed$6k$23k$47k$141k$231k$300k10 other fundersUp to $15k a year each$450$15k$150$5k$21k$14k$23k
FundedThrough a donor-advised fund