Philanthropy & Grantmaking
(T21)
990 on File
SONJA CLASON CHARITABLE TRUST
Financial strength (30%)
80/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$21K
Total Revenue
$32K
Total Expenses
$329K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
82.5%
Fundraising Efficiency
N/A
Operating Reserve
121.69x
Liability-to-Asset
0.0%
Revenue Diversification
73.6%
Executive Compensation
$8K
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
|
82.5% | 86.2% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
121.7 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
|
73.6% | 92.5% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
-32.7% | 4.7% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
3.3% | 2.4% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-57.1% | 11.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $21K | $32K | $329K | 82.5% | — |
| 2024 | $31K | $31K | $341K | 80.2% | — |
| 2023 | $55K | $29K | $342K | 81.7% | — |
| 2022 | $31K | $31K | $316K | 82.1% | — |
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