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Nonprofit Finance & Investing: Community & Main Street Charities, and Institutional Nonprofits (501c3)
Abstract
As of the latest collective 990 filings to the IRS Charities Division, there are 1,979,044 nonprofit 501c3 tax exempt organizations in the United States.
The total 1.98 million organizations collectively maintain $5.45 Trillion in Assets, and $3.77 Trillion in Gross Revenue on an Annual Basis.
As of the latest filed 990 forms to the IRS, collectively, Main Street and Institutional nonprofits maintain $5.395 Trillion in Assets, of which $1.382 Billion are Securities (25.63% of Assets are Securities).
Of the $1.382 Billion in Securities between both Main Street and Institutional nonprofits, $1.348 Trillion in Securities are held by 501c3s with over $3 Million in Assets per tax exempt entity (Institutional tax exempt entities hold 97.5% of the collective securities).
Collectively also, Main Street and Institutional nonprofits maintain $276 Billion in Stocks, which comprise nearly 20% of their securities portfolios. Main Street 501c3’s hold Stocks at a level of 48% of the securities portfolio, whereas Institutional securities portfolios include Stocks at a rate of 19.26%.
Main Street nonprofit investment income totaled $785 Million as of the latest fiscal year end filed, at a rate of 0.64% of gross revenue on average.
Institutional nonprofit investment income totaled $39.2 Billion, at a rate of 1.1% of gross revenue on average.
In comparing the total Main Street and Institutional securities against the DJIA adjusted close on the last date of the standard fiscal calendars, weighting the majority of latest filers collectively reported as of Fiscal Year 2018, the $1.38 Trillion in securities held by Main Street and Institutional nonprofits accounts for 5.2% - 5.9% (5.4%) estimated share of the total U.S. securities market.
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Source: Total 501c3 filings submitted to IRS, as financially assessed through licensed search engine.
Disclaimer: This executive summary and the backing "GHC Report" is for charitable market research purposes, and as such, is strictly a broad analysis of publicly available financial information on the U.S. nonprofit 501c sector. This report is in no way a substitute for financial or investment advice.
About: Velma Anne Ruth, M.Ed. is Founder of Founder, Global H Codes (GHC), a classification system established for advancing internal administrative, operations, compliance, accounting and information technology systems. Velma is President & Founder of ABS Community Research (est. 2001), and President of Independent Review, Inc (est. 2010)
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Click Here for White Paper: https://www.academia.edu/43627998/Nonprofit_Finance_and_Investing_Community_and_Main_Street_Charities_and_Institutional_Nonprofits
GHC White Paper: 7/15/20
GHC Report: 5/20/20
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By Velma Anne Ruth, M.Ed.Abstract
As of the latest collective 990 filings to the IRS Charities Division, there are 1,979,044 nonprofit 501c3 tax exempt organizations in the United States.
The total 1.98 million organizations collectively maintain $5.45 Trillion in Assets, and $3.77 Trillion in Gross Revenue on an Annual Basis.
As of the latest filed 990 forms to the IRS, collectively, Main Street and Institutional nonprofits maintain $5.395 Trillion in Assets, of which $1.382 Billion are Securities (25.63% of Assets are Securities).
Of the $1.382 Billion in Securities between both Main Street and Institutional nonprofits, $1.348 Trillion in Securities are held by 501c3s with over $3 Million in Assets per tax exempt entity (Institutional tax exempt entities hold 97.5% of the collective securities).
Collectively also, Main Street and Institutional nonprofits maintain $276 Billion in Stocks, which comprise nearly 20% of their securities portfolios. Main Street 501c3’s hold Stocks at a level of 48% of the securities portfolio, whereas Institutional securities portfolios include Stocks at a rate of 19.26%.
Main Street nonprofit investment income totaled $785 Million as of the latest fiscal year end filed, at a rate of 0.64% of gross revenue on average.
Institutional nonprofit investment income totaled $39.2 Billion, at a rate of 1.1% of gross revenue on average.
In comparing the total Main Street and Institutional securities against the DJIA adjusted close on the last date of the standard fiscal calendars, weighting the majority of latest filers collectively reported as of Fiscal Year 2018, the $1.38 Trillion in securities held by Main Street and Institutional nonprofits accounts for 5.2% - 5.9% (5.4%) estimated share of the total U.S. securities market.
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Source: Total 501c3 filings submitted to IRS, as financially assessed through licensed search engine.
Disclaimer: This executive summary and the backing "GHC Report" is for charitable market research purposes, and as such, is strictly a broad analysis of publicly available financial information on the U.S. nonprofit 501c sector. This report is in no way a substitute for financial or investment advice.
About: Velma Anne Ruth, M.Ed. is Founder of Founder, Global H Codes (GHC), a classification system established for advancing internal administrative, operations, compliance, accounting and information technology systems. Velma is President & Founder of ABS Community Research (est. 2001), and President of Independent Review, Inc (est. 2010)
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Click Here for White Paper: https://www.academia.edu/43627998/Nonprofit_Finance_and_Investing_Community_and_Main_Street_Charities_and_Institutional_Nonprofits
GHC White Paper: 7/15/20
GHC Report: 5/20/20