Philanthropy & Grantmaking
(T20)
990 on File
MARY HELEN ROBERTS TR DATED OCTOBER 15 1993
Financial strength (30%)
83/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$206K
Total Revenue
$267K
Total Expenses
$3.8M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
78.1%
Fundraising Efficiency
N/A
Operating Reserve
169.04x
Liability-to-Asset
0.0%
Revenue Diversification
86.3%
Executive Compensation
$34K
Compared with Peers
FY 2025
Compared with 9,363 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M 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
|
78.1% | 90.0% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
169.0 mo | 96.7 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
|
86.3% | 90.4% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-4.0% | 10.5% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
6.2% | 8.2% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-29.3% | 4.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $206K | $267K | $3.8M | 78.1% | — |
| 2024 | $215K | $251K | $3.8M | 78.4% | — |
| 2023 | $76K | $252K | $3.9M | 81.9% | — |
| 2022 | $140K | $289K | $4.0M | 82.2% | — |
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