Philanthropy & Grantmaking
(T20)
990 on File
BERT SANTORA CHARITABLE TR UW
Financial strength (30%)
91/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$128K
Total Revenue
$88K
Total Expenses
$1.6M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
85.6%
Fundraising Efficiency
N/A
Operating Reserve
211.97x
Liability-to-Asset
0.0%
Revenue Diversification
90.7%
Executive Compensation
$21K
Compared with Peers
FY 2023
Compared with 34,329 similar organizations
(United States, Philanthropy & Grantmaking, under $100K 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
|
85.6% | 86.7% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
212.0 mo | 137.0 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
|
90.7% | 95.5% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
32.6% | -0.2% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-43.7% | -4.3% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
31.0% | -0.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $128K | $88K | $1.6M | 85.6% | — |
| 2022 | $96K | $157K | $1.5M | 90.7% | — |
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