Donald P and Katherine B Loker Foundation
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Growing revenue
Donald P and Katherine B Loker Foundation is a 501(c)(3) organization based in San Francisco, California, registered in 1986, with $1,549,105 in FY2024 revenue. CharityIndex grades it C+.
153 Caselli Ave, San Francisco, CA, 94114 EIN 33-0166134 Since 1986
Revenue (FY2024)
$1.5M
▲ 94.0% vs prior year
Expenses (FY2024)
$411K
Net assets
$6.7M
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 Donald P and Katherine B Loker Foundation— 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 rating196 mo reserves · +73% 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 Donald P and Katherine B Loker Foundation: 196 mo reserves · +73% 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 Donald P and Katherine B Loker Foundation— 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 Donald P and Katherine B Loker Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- 153 Caselli Ave, San Francisco, CA, 94114
- City
- San Francisco
- State
- California
- Category
- —
- Subcategory
- —
Financial trends
Revenue declined from $1.9M (FY2013) to $1.5M (FY2024) across 8 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $6.7M
Operating margin
73.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$6.7M
Total liabilities
$0
Net assets
$6.7M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $1,549,105▲94.0% | $411,398▲7.0% | $6,726,921▲19.6% | $6,726,921▲19.6% | 990PF |
| 2023 | $798,514▲966% | $384,581▼21.8% | $5,626,681▲7.9% | $5,626,681▲7.9% | 990PF |
| 2022 | -$92,249▼109% | $491,622▲53.4% | $5,212,720▼9.6% | $5,212,720▼9.6% | 990PF |
| 2021 | $1,013,667▲1897% | $320,487▲107% | $5,764,545▲10.5% | $5,764,545▲10.5% | 990PF |
| 2020 | $50,772▼84.4% | $154,607▲56.2% | $5,217,155▼2.0% | $5,217,155▼2.0% | 990PF |
| 2019 | $324,831▼19.4% | $98,991▲5.7% | $5,320,990▲4.4% | $5,320,990▲4.4% | 990PF |
| 2018 | $403,000▼78.9% | $93,641▼74.3% | $5,095,150▲6.3% | $5,095,150▲6.3% | 990PF |
| 2013 | $1,909,182 | $364,456▲291% | $4,793,313▲47.6% | $4,793,313▲47.6% | 990PF |
| 2012 | — | $93,221 | $3,248,587 | $3,248,587 | 990PF |
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.
Frequently asked questions
- Is Donald P and Katherine B Loker Foundation a legitimate nonprofit?
- Yes. Donald P and Katherine B Loker Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 33-0166134, based in San Francisco, California. Donations are tax-deductible.
- What is Donald P and Katherine B Loker Foundation's EIN?
- Donald P and Katherine B Loker Foundation's Employer Identification Number (EIN) is 33-0166134.
- How much revenue does Donald P and Katherine B Loker Foundation report?
- Donald P and Katherine B Loker Foundation reported $1,549,105 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Donald P and Katherine B Loker Foundation have?
- CharityIndex grades Donald P and Katherine B Loker Foundation C+, based on financial health (reserves and operating margin).
More nonprofits in San Francisco
Explore more
Data for Donald P and Katherine B Loker Foundation (EIN 33-0166134) 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.