Henry T Nicholas III Foundation
Only null% goes to programs Strong reserves Growing revenue
Henry T Nicholas III Foundation is a 501(c)(3) organization based in Aliso Viejo, California, registered in 2008, with $7,444,135 in FY2024 revenue. CharityIndex grades it D.
15 Enterprise Ste 550, Aliso Viejo, CA, 92656 EIN 20-7201390 Since 2008
Revenue (FY2024)
$7.4M
▲ 46.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$10.5M
Net assets
$581.0M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
D
—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 Henry T Nicholas III Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DFinancial health25% of the rating663 mo reserves · -41% 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 Henry T Nicholas III Foundation: 663 mo reserves · -41% margin earns a D 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 Henry T Nicholas III Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 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 Henry T Nicholas III Foundation: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- 15 Enterprise Ste 550, Aliso Viejo, CA, 92656
- City
- Aliso Viejo
- State
- California
- Subcategory
- Private Foundations
- Website
- …
Financial trends
Revenue grew from $6.4M (FY2014) to $7.4M (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $8.1MNet assets $581.0M
Operating margin
-41.3%
Spent more than it raised in the latest fiscal year.
Total assets
$589.1M
Total liabilities
$8.1M
Net assets
$581.0M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $7,444,135▲46.0% | $10,515,924▲15.5% | $581,018,094▲88.9% | $589,072,334▲88.8% | 990PF |
| 2023 | $5,098,078▼43.3% | $9,102,989▲38.8% | $307,654,840▲62.0% | $312,050,328▲62.0% | 990PF |
| 2022 | $8,994,260▲93.3% | $6,559,064▲7.7% | $189,944,997▼15.4% | $192,583,799▼15.4% | 990PF |
| 2021 | $4,653,498▼87.1% | $6,089,150▲26.9% | $224,592,960▲43.5% | $227,703,296▲43.6% | 990PF |
| 2020 | $35,950,321▲30.1% | $4,797,618▼2.3% | $156,499,065▲67.6% | $158,620,939▲66.8% | 990PF |
| 2019 | $27,631,370▲2.6% | $4,911,820▲4.1% | $93,392,598▲74.5% | $95,087,792▲74.7% | 990PF |
| 2018 | $26,941,734▲121% | $4,717,923▲32.6% | $53,506,885▲64.2% | $54,416,424▲64.7% | 990PF |
| 2017 | $12,181,215▲26.1% | $3,558,159▲8.5% | $32,585,077▲34.1% | $33,039,267▲34.8% | 990PF |
| 2016 | $9,662,888▲90.2% | $3,278,555▲30.7% | $24,301,157▲47.6% | $24,518,356▲48.2% | 990PF |
| 2015 | $5,081,658▼20.8% | $2,508,683▼12.0% | $16,465,316▲20.4% | $16,548,156▲20.0% | 990PF |
| 2014 | $6,415,877 | $2,852,009 | $13,679,654 | $13,793,770 | 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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Frequently asked questions
- Is Henry T Nicholas III Foundation a legitimate nonprofit?
- Yes. Henry T Nicholas III Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 20-7201390, based in Aliso Viejo, California. Donations are tax-deductible.
- What is Henry T Nicholas III Foundation's EIN?
- Henry T Nicholas III Foundation's Employer Identification Number (EIN) is 20-7201390.
- How much revenue does Henry T Nicholas III Foundation report?
- Henry T Nicholas III Foundation reported $7,444,135 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Henry T Nicholas III Foundation have?
- CharityIndex grades Henry T Nicholas III Foundation D, based on financial health (reserves and operating margin).
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Data for Henry T Nicholas III Foundation (EIN 20-7201390) 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.