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Collective Heritage Institute

Santa Fe, New Mexico · EIN 85-0432731 · Social Science · tax-exempt since 1995

C

Charity Clarity grade C (score 67.9 of 100), based on the Form 990 for the year ended March 2025.

Graded against 725 social science nonprofits with revenue $2M–$10M filing the same form. A = top 10%, B = next 20%, C = middle 40%, D = next 20%, F = bottom 10%.

What goes into the grade

MeasureThis charityScore (0–100)
ReservesMonths of spending covered by unrestricted net assets.2.2 months74
GovernanceBoard independence, key policies and audit, per the 990.94% of practices94
Margin stabilityHow steady the surplus or deficit is year to year.30
Revenue spreadHow much revenue rests on one type of income.90% from one source42
Filing recordOn-time, complete filings, year after year.100%100
Program spendingSelf-reported by the filer.95.5%not scored
Management costsShare of spending.1.2%not scored
Cost to raise $1Fundraising cost per dollar given.$0.04not scored

Scores compare this charity with its peer group; 100 is best. How Charity Clarity rates charities.

Year by year

20172018201920212022202320242025grey: revenue · green: spending
Year endedFormRevenueSpendingSurplusNet assetsMonths of spendingStaffGrade
Mar 2025Form 990$5.29M$5.43M−$147K$1.00M2.222C
Mar 2024Form 990$4.76M$6.20M−$1.44M$1.14M2.220B
Mar 2023Form 990$3.35M$4.60M−$1.25M$2.58M6.720C
Mar 2022Form 990$5.40M$2.93M$2.47M$3.83M15.718C
Mar 2021Form 990$2.53M$2.75M−$215K$1.35M5.917B
Mar 2019Form 990$5.71M$3.58M$2.13M$2.84M9.526C
Mar 2018Form 990$3.12M$4.17M−$1.05M$709K2.028C
Mar 2017Form 990$3.60M$3.81M−$206K$1.75M5.530B

From the organisation’s own IRS filings. “Months of spending” is total net assets divided by a month of that year’s spending. A blank grade means that year was not rated.

Read the filings

Every figure here comes from the returns this charity filed with the IRS. These sites show the full returns and more about the organisation:

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