Philanthropy & Grantmaking
(T22)
990 on File
SHEPARD FAMILY FOUNDATION
Financial strength (30%)
86/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$8.1M
Total Revenue
$1.9M
Total Expenses
$7.1M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
84.1%
Fundraising Efficiency
N/A
Operating Reserve
44.52x
Liability-to-Asset
0.0%
Revenue Diversification
67.1%
Executive Compensation
$0
Compared with Peers
FY 2025
Compared with 1,971 similar organizations
(United States, Philanthropy & Grantmaking, $1M–$10M 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
|
84.1% | 91.4% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
44.5 mo | 61.1 mo |
P10P90
|
Below 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
|
67.1% | 90.9% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
34.8% | 9.0% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
203.1% | 8.8% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
76.3% | 2.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $8.1M | $1.9M | $7.1M | 84.1% | — |
| 2024 | $6.0M | $632K | $5.1M | 51.5% | — |
| 2023 | $72K | $332K | $2.4M | 2.1% | — |
| 2022 | $67K | $130K | $2.6M | 77.6% | — |
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