A LANDSCAPE
SVON!
OF CHANGE
AND IMPACT
2023 Regional Nonprofit Report for Thrive™
San Mateo and Santa Clara Counties The Alliance of Nonprofits for San Mateo County
ADDRESSING NONPROFIT
NEEDS WITH REAL SOLUTIONS
EXECUTIVE SUMMARY
DURING THE PERIOD from 2020 to 2023, the nonprofit sector encountered unprecedented circumstances that brought forth significant challenges and unexpected opportunities.
KEY QUANTITATIVE FINDINGS
10,000 tax-exempt organizations 5 SAN MATEO COUNTY
1 CENTRAL REGION
1 core nonprofit per 836 residents
2 $33.3 billion in revenue VORTHERN REGION
1 core nonprofit per 4,996 residents
3 2,000 core nonprofits SANTA CLARA COUNTY
6 PALO ALTO
1 core nonprofit per 246 residents
Underinvestment in arts and culture SAN JOSÉ & SOUTH COUNTY 4 1 core nonprofit per 1,800 residents
KEY QUALITATIVE FINDINGS
Need for program services either 3 High desire for nonprofit increased or stayed the same after collaboration, formal partnership, pandemic-related increase. and advocacy, but resources and best practices are limited.
2 Funding general operations, +
specific operational needs (e.g.
advancing racial justice and equity
work) is challenging.
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REGIONAL NONPROFIT LANDSCAPE DATA
TERMINOLOGY
TAX-EXEMPT ORGANIZATIONS (A.K.A NONPROFITS)
Entities formed for purposes other than making a profit and include 501(c)(3) and 501(c) (1-29) of the Internal Revenue Code.
PUBLIC CHARITIES
Organizations that meet the requirements of Internal Revenue Code section 501(c)(3) and are exempt from federal income tax as charitable organizations.
CORE NONPROFITS
Public charities that filed one or more 990 forms in the 36 months preceding September 2022, and reported annual revenues of $100,000 or above.
DATA HIGHLIGHTS BY REVENUE & COUNT
9,949 tax-exempt organizations in San Mateo and Santa Clara Counties 2 75% are 501(c)(3)s, constituting 92.75% total revenue ($30.91B) 3 Four organizations account for 68% of these public charities revenue ($20.98B)
SAN MATEO COUNTY CORE NONPROFITS BY REGION
319
300
270
200
NUMBER OF NONPROFITS BY COUNT
100
68 53
0 NORTH A CENTRAL / COASTAL A SOUTH
SAN MATEO COUNTY NONPROFIT REGIONS
SAN MATEO COUNTY CORE NONPROFITS BY SUB-SECTOR
COUNT SUB-SECTOR REVENUE % REVENUE
0 HOSPITALS 0.00
20 RELIGION $17,677,752 0.60
23 INTERNATIONAL $32,117,568 1.10
62 ARTS, CULTURE & HUMANITIES $43,374,308 1.50
39 ENVIRONMENT $61,231,922 2.20
5 HIGHER EDUCATION $87,332,143 3.10
66 HEALTH $541,580,506 19.00
68 PUBLIC & SOCIETAL BENEFIT $525,129, 131 18.50
181 EDUCATION $767,484,024 27.00
246 HUMAN SERVICES $767,683,537 27.00
710 TOTAL $2,842,610,891 100.00
SAN MATEO COUNTY HUMAN SERVICES SUB-SECTOR
SUB-SECTOR REVENUE BY NONPROFIT SIZE
7%
21%
TOTAL REVENUE: $767 MILLION
72%
TOTAL COUNT: 246 NONPROFITS
MEAN REVENUE: $3,120,665
MEDIAN REVENUE: $616,959 Small: $100K-$1M • Mid-Size: $1M-Ş6M • Large: $6M-$25M
SAN MATEO COUNTY ENVIRONMENT SUB-SECTOR
SUB-SECTOR REVENUE BY NONPROFIT SIZE
15%
WE'RE GOING
ELECTRIC!
Healthier, Safer, 49%
TOTAL REVENUE: $61 MILLION
We Love 36%
Earthe ote by switching trom gas to cata
grading your house. TOTAL COUNT: 39 NONPROFITS
FESTIVAL
MEAN REVENUE: $1,570,049
MEDIAN REVENUE: $408,433 Small: $100K-$1M • Mid-Size: $1M-$6M • Large: $6M-$25M
SAN MATEO COUNTY ARTS & CULTURE SUB-SECTOR
SUB-SECTOR REVENUE BY NONPROFIT SIZE
15%
35%
TOTAL REVENUE: $43 MILLION
TOTAL COUNT: 62 NONPROFITS 50%
MEAN REVENUE: $699,586
Small: $100K-$1M • Mid-Size: $1M-$6M • Large: S6M-S25M
MEDIAN REVENUE: $254,329
SAN MATEO COUNTY CORE NONPROFIT REVENUE $10M+
CORE NONPROFITS: 710 | TOTAL REVENUE: $2.84 Billion
Wish
CORE NONPROFITS AT $10M+ CORE NONPROFITS AT $100M+
44 total $1.9B (69%) 1. SRI International ($367.9M) 3. North East Medical Services ($167.7M)
2. Verity Health System ($185.7M) 4. Rocketship Public Schools ($120.6M) 11:34
Thursday, September 22
REGIONAL NONPROFIT PRIORITIES SURVEY RESULTS
HEALTH & WELL-BEING
Increased demand for basic
1 needs services continues
and funding and capacity not
keeping up
Pandemic funding running
2 out and diversifying revenue
TARH FRESH MILK
10353 continues to be challenging
CRYSTAL
Obtaining operating
3 CRYSTAL resources remains difficult
LOW FAT
MILK
PROGRAM & SERVICES
How has the frequency and volume of your overall programs and services changed in the last year? Reduced
Stayed the same
Increased
0% 10% 20% 30% 40% 50% 60% 70%
FINANCIAL HEALTH
Compared to FY21, how would you rate your nonprofit's financial health (defined as net revenue) in FY22? Worse Off
Better Off
Stayed the Same
0% 5% 10% 15% 20% 25% 30% 35% 40%
BARRIERS TO MISSION & IMPACT
What barriers does your organization face in carrying out its mission effectively and having greater impact? Frequent Executive Transitions
Clear Strategic Direction
Compliance for Grants/Contracts
Financial Management Capacity
Address Racial/Economic Inequities
Volunteer Recruitment/Retention
Board Recruitment/Retention
Technology Infrastructure/Expertise
Marketing Capacity/Expertise
Revenue Diversification
Employee Recruitment/Retention
General Operations Funding
1 2 3
WORKFORCE DEVELOPMENT
Flexible work a norm for
1 administrative workers but
not direct service workers
Staff hiring, compensation,
2 and burnout/turnover are
challenging
Increased competition for
3 limited workforce
WORKFORCE CHALLENGES
Which workforce challenges have impacted your organization in the past year? Eliminating Staff Hours
Other
Executive Transitions
High Staff Turnover Rate
Low Staff Morale/Burnout
Not Enough Compensation
Difficulty Hiring New Staff
0% 10% 20% 30% 40% 50% 60% 70%
FLEXIBLE WORK PRACTICES
What flexible work practices does your organization offer? No Flexible Workplace Practices
Other
Flexible Schedule
Regular Telework
Hybrid Schedule
Flexible Work Hours
0% 10% 20% 30% 40% 50% 60% 70%
RACIAL EQUITY,
Driving Innovation
DIVERSITY, & INCLUSION
Many nonprofits engaged in
1 internal REDI work
SVON
Easily accessible and scalable
2 resources needed
Incorporating and measuring
3 REDI work Is difficult
STAGES OF REDI ENGAGEMENT
We recognize that individuals and organizations are at different stages of engagement in addressing racial equity, diversity, and inclusion (REDI). How would you describe your organization's stage of REDI engagement? No Engagement
Ready to Start
Leading
Interested but not yet Started
Well on the Way
Launched
0% 5% 10% 15% 20% 25% 30% 35% 40%
REDI DEVELOPMENT SUPPORT NEEDED
What support does your organization need in its REDI development? Other
Engaging Consultants
Relevant Readings & Research
Partnerships on REDI Advocacy
Peer Learning
Learning Opportunities
Sample Policies & Procedures
0% 10% 20% 30% 40% 50% 60% 70%
REDI ACTIVITIES IMPLEMENTED
Which Racial Equity, Diversity, and Inclusion activities has your organization implemented to date? REDI Advocacy/Education with Elected Officials
REDI Advocacy/Education with Philanthropy
We Have Not Done Any
Taken a RED Assessment
Movement Building Work
Created New REDI Staff Positions
Implemented Structural Changes
Hired a REDI Consultant
Created a REDI Committee
Issued a REDI Statement
Signed a REDI Pledge
Allocated Budget Towards REDI Work
Added REDI Priorities to Board Practices
Added REDI Focus to Org Policies
Provided REDI Training
0% 5% 10% 15% 20% 25% 30% 35% 40% 45%
PARTNERSHIPS &
STRATEGIC ALLIANCES
Interest in advocacy
1 collaborations and sharing
resources
Nonprofits continue to
2 partner programmatically
Implementation and best
3 practices support needed
BENEFITS OF PARTNERSHIPS
What are the top benefits for your organization in partnering with other nonprofits? Access Facility Space
Reduce Operational Costs
Access Services at Lower Cost
Engage New Volunteers
Expand Eligibility for Funding
Stretch Funding to Meet Needs
Create Stronger Advocacy
Offer New Services to Clients
Coordinate Services
Bring in Different Expertise
Reach New/Different Clients
Peer Learning
0% 10% 20% 30% 40% 50% 60%
INTEREST IN COLLABORATIONS
How likely is your organization to collaborate with other nonprofits? Merger
Shared Purchasing
Shared Benefits
Joint Venture
Shared Administrative Services
Joint Fundraising Campaigns/Events
Join Services Delivery
Policies/Legislation Joint Advocacy
Co-Sponsored Events
Group Learning/Training
Community Issues Coalition
1 2
INTEREST IN SHARING RESOURCES
How interested are you in partnering with other nonprofits to share resources? Financial Management
Compliance/Reporting
Human Resources
Technology
Fund Development
Marketing
Translation/Interpretation Services
0 1 2 3
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SVCN & THRIVE ALLIANCE
WILL CONTINUE TO...
1 2 3
SUPPORT nonprofits to build and
ADVOCATE to funders support their workforces, advance PROVIDE connection, to support nonprofit REDI, develop strategic alliances, & information, & learning infrastructure and capacity. advance policy priorities. opportunities. 1 ADOPT CONTRACTING AND GIVING PRACTICES TO ADDRESS INFRASTRUCTURE CHALLENGES 2 INVEST IN NONPROFIT CAPACITY-BUILDING
WE CALL ON OUR PARTNERS TO
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PROGRAMS & SERVICES
Thrive®
NONPROFIT HEALTH & resources resources PARTNERSHIPS &
WELL-BEING WORKFORCE REDI ALLIANCES
RACIAL EQUITY, DIVERSITY, resources
resources DEVELOPMENT AND INCLUSION
CAPACITY BUILDING NONPROFIT JOB BOARD & REDI INTEGRATION THRIVE ACTION GROUPS
NEWSLETTER
FOUNDATION NETWORKING NONPROFIT REDI HUB TRANSLATION HUB
ANNUAL JOB FAIR
FUNDING ALERTS NONPROFIT EQUITY PLEDGE THRIVE RISE
AFFINITY GROUPS
ADVOCACY FOR NONPROFITS ADVOCACY FOR NONPROFITS
THRIVEALLIANCE.ORG
ACKNOWLEDGEMENTS
Thrive™ SVON!
The Alliance of Nonprofits
for San Mateo County
Joint Venture
SILICON VALLEY
CHEN G ASSUCIATES
BUSINESS SOLUTIONS FOR SOCIAL CHANGE