2301 W San Bernardino Ave Investment Group Inc
Only null% goes to programs Strong reserves Growing revenue
2301 W San Bernardino Ave Investment Group Inc is a 501(c)(25) organization based in Juneau, Alaska, registered in 2009, with $15,612,329 in FY2024 revenue. CharityIndex grades it C+.
801 West 10th Street, Juneau, AK, 99801 EIN 20-2834066 Since 2009
Revenue (FY2024)
$15.6M
▲ 79.1% vs prior year
Community median: $184K
Expenses (FY2024)
$2.6M
Net assets
$247.3M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for 2301 W San Bernardino Ave Investment Group Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating1141 mo reserves · +83% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For 2301 W San Bernardino Ave Investment Group Inc: 1141 mo reserves · +83% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for 2301 W San Bernardino Ave Investment Group Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For 2301 W San Bernardino Ave Investment Group Inc: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 801 West 10th Street, Juneau, AK, 99801
- City
- Juneau
- State
- Alaska
- Subcategory
- Business & Industry Associations
Financial trends
Revenue grew from $1.0M (FY2014) to $15.6M (FY2024) across 10 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $1.3MNet assets $247.3M
Operating margin
83.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$248.6M
Total liabilities
$1.3M
Net assets
$247.3M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $15,612,329▲79.1% | $2,601,339▼58.1% | $247,287,230▲14.5% | $248,589,216▼7.1% | 990 |
| 2023 | $8,717,077▲53.1% | $6,209,997▲50.9% | $215,953,701▲8.3% | $267,572,231▼3.1% | 990 |
| 2022 | $5,694,492▲2.7% | $4,116,219▲31.3% | $199,406,822▲7.3% | $276,053,051▲29.6% | 990 |
| 2021 | $5,545,083▲2.3% | $3,135,483▲4.1% | $185,892,549▲128% | $212,924,391▲94.7% | 990 |
| 2020 | $5,421,534▼0.9% | $3,010,738▲0.7% | $81,568,949▲17.4% | $109,385,901▲11.5% | 990 |
| 2019 | $5,469,646▲26.2% | $2,988,713▲4.3% | $69,492,153▲15.4% | $98,064,804▲9.8% | 990 |
| 2018 | $4,333,842▼10.6% | $2,865,343▼1.5% | $60,233,220▲4.4% | $89,347,402▲2.2% | 990 |
| 2017 | $4,848,736▲367% | $2,910,147 | $57,703,721▲21.2% | $87,382,316▲11.6% | 990 |
| 2015 | $1,038,070▲0.2% | $0 | $47,622,055▲4.5% | $78,334,188▲2.0% | 990 |
| 2014 | $1,036,408 | $0 | $45,574,029 | $76,815,340 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is 2301 W San Bernardino Ave Investment Group Inc a legitimate nonprofit?
- Yes. 2301 W San Bernardino Ave Investment Group Inc is a 501(c)(25) organization registered with the U.S. Internal Revenue Service under EIN 20-2834066, based in Juneau, Alaska.
- What is 2301 W San Bernardino Ave Investment Group Inc's EIN?
- 2301 W San Bernardino Ave Investment Group Inc's Employer Identification Number (EIN) is 20-2834066.
- How much revenue does 2301 W San Bernardino Ave Investment Group Inc report?
- 2301 W San Bernardino Ave Investment Group Inc reported $15,612,329 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does 2301 W San Bernardino Ave Investment Group Inc have?
- CharityIndex grades 2301 W San Bernardino Ave Investment Group Inc C+, based on financial health (reserves and operating margin).
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Data for 2301 W San Bernardino Ave Investment Group Inc (EIN 20-2834066) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.