Philanthropy & Grantmaking
(T990)
990 on File
JERRY NEAL WATKINS FOUNDATION TRUST
Financial strength (30%)
83/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$34K
Total Revenue
$45K
Total Expenses
$616K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
87.4%
Fundraising Efficiency
N/A
Operating Reserve
162.96x
Liability-to-Asset
0.0%
Revenue Diversification
83.4%
Executive Compensation
$11K
Compared with Peers
FY 2025
Compared with 12,725 similar organizations
(United States, Philanthropy & Grantmaking, under $100K in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
87.4% | 86.2% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
163.0 mo | 120.1 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
83.4% | 92.5% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-299.7% | 4.7% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
42.0% | 2.4% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-34.8% | 11.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $34K | $45K | $616K | 87.4% | — |
| 2024 | $-16,841 | $32K | $622K | 89.3% | — |
| 2023 | $22K | $72K | $671K | 91.5% | — |
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