Philanthropy & Grantmaking
(T22)
990 on File
HENRY E & NANCY H BARTELS TRUST FBO
Financial strength (30%)
77/100
Reliability (20%)
55/100
Effectiveness (25%)
65/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$-4,757
Total Revenue
$160K
Total Expenses
$1.6M
Net Assets
0
Employees
Expense Breakdown
Program Expense Ratio
75.2%
Fundraising Efficiency
N/A
Operating Reserve
123.18x
Liability-to-Asset
50.5%
Revenue Diversification
N/A
Compared with Peers
FY 2023
Compared with 26,148 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2023.
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
|
75.2% | 90.7% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
24.8% | 7.8% |
P10P90
|
Bottom quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
123.2 mo | 106.5 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
50.5% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
-102.3% | 4.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
9.3% | 2.5% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
3454.0% | -10.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $-4,757 | $160K | $1.6M | 75.2% | 0 |
| 2022 | $205K | $146K | $1.6M | 67.1% | 0 |
| 2021 | $263K | $430K | N/A | — | 0 |
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