Philanthropy & Grantmaking
(T90)
990 on File
MARY W GUENZEL CHARITABLE TRUST DATED FEBRUARY 5 2015
Financial strength (30%)
82/100
Reliability (20%)
45/100
Effectiveness (25%)
65/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$1.1M
Total Revenue
$990K
Total Expenses
$22.3M
Net Assets
0
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
80.9%
Fundraising Efficiency
N/A
Operating Reserve
270.03x
Liability-to-Asset
0.0%
Revenue Diversification
50.8%
Executive Compensation
$0
Compared with Peers
FY 2024
Compared with 16,645 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M 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
|
80.9% | 90.2% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
19.1% | 7.9% |
P10P90
|
Bottom quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
270.0 mo | 95.2 mo |
P10P90
|
Top quarter |
|
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
|
50.8% | 90.4% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
-36.5% | 18.5% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-9.7% | 6.7% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
7.6% | 1.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $1.1M | $990K | $22.3M | 80.9% | 0 |
| 2023 | $1.7M | $1.1M | $22.2M | 72.0% | 0 |
| 2022 | $1.5M | $866K | $21.6M | 68.6% | 0 |
| 2021 | $1.3M | $822K | N/A | — | 0 |
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