Philanthropy & Grantmaking
(T90)
990 on File
JAY AND ROSE PHILLIPS FAMILY FOUNDATION OF MINNESOTA
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 2024
$3.8M
Total Revenue
$4.2M
Total Expenses
$59.5M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
86.2%
Fundraising Efficiency
N/A
Operating Reserve
170.72x
Liability-to-Asset
4.5%
Revenue Diversification
85.0%
Executive Compensation
$0
Compared with Peers
FY 2024
Compared with 5,337 similar organizations
(United States, Philanthropy & Grantmaking, $1M–$10M in expenses), FY 2024.
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
|
86.2% | 90.9% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
170.7 mo | 80.9 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
4.5% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
85.0% | 89.7% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
25.6% | 21.6% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-9.1% | 9.6% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-8.6% | 2.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $3.8M | $4.2M | $59.5M | 86.2% | — |
| 2023 | $3.1M | $4.6M | $59.8M | 86.4% | — |
| 2022 | $2.8M | $4.7M | $60.9M | 96.2% | — |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.