H & R Block Foundation is a 501(c)(3) organization based in Kansas City, Missouri, registered in 1974, with $3,333,372 in FY2024 revenue. CharityIndex grades it D.
Revenue (FY2024)
$3.3M
▲ 19.4% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$4.3M
Net assets
$68.3M
Employees
—
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 H & R Block Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 H & R Block Foundation: 189 mo reserves · -30% margin earns a D on this criterion. See the exact thresholds →
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 H & R Block Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 H & R Block Foundation: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue declined from $8.0M (FY2013) to $3.3M (FY2024) across 11 reported years.
Financial snapshot
Operating margin
-29.8%
Spent more than it raised in the latest fiscal year.
Total assets
$68.3M
Total liabilities
$29K
Net assets
$68.3M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $3,333,372▲19.4% | $4,327,684▲3.3% | $68,280,593▲3.0% | $68,309,596▲2.9% | 990PF |
| 2023 | $2,791,959▲1.3% | $4,190,984▼3.0% | $66,315,980▲5.4% | $66,354,706▲5.4% | 990PF |
| 2022 | $2,757,329▼73.8% | $4,320,481▲14.5% | $62,940,173▼15.4% | $62,980,951▼15.3% | 990PF |
| 2021 | $10,522,062▲219% | $3,771,869▲4.5% | $74,362,858▲5.2% | $74,399,989▲5.1% | 990PF |
| 2020 | $3,295,025▲282% | $3,609,886▼4.5% | $70,696,113▲21.9% | $70,777,372▲21.9% | 990PF |
| 2018 | -$1,808,692▼119% | $3,781,074▲5.4% | $57,992,699▼8.8% | $58,061,446▼8.8% | 990PF |
| 2017 | $9,747,136▲130% | $3,587,708▲2.8% | $63,582,465▲10.7% | $63,648,132▲10.7% | 990PF |
| 2016 | $4,231,990▲351% | $3,488,666▼2.2% | $57,423,037▲1.3% | $57,472,195▲1.3% | 990PF |
| 2015 | -$1,685,707▼205% | $3,566,408▼10.2% | $56,679,713▼8.5% | $56,729,987▼8.5% | 990PF |
| 2014 | $1,599,917▼80.0% | $3,969,358▲14.0% | $61,931,828▼3.7% | $61,986,971▼3.7% | 990PF |
| 2013 | $8,010,284 | $3,481,510▲61.9% | $64,301,269▲7.6% | $64,352,543▲7.6% | 990PF |
| 2012 | — | $2,150,536 | $59,772,495 | $59,809,580 | 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.
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Data for H & R Block Foundation (EIN 23-7378232) 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.