Religion-Related
(X20J)
990 on File
JAMES W LUNDBERG PHILANTHROPIC TRUST
Financial strength (30%)
92/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$240K
Total Revenue
$135K
Total Expenses
$2.8M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
83.2%
Fundraising Efficiency
N/A
Operating Reserve
253.18x
Liability-to-Asset
0.0%
Revenue Diversification
90.5%
Executive Compensation
$26K
Compared with Peers
FY 2024
Compared with 8,472 similar organizations
(United States, Religion-Related, $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
|
83.2% | 87.8% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
253.2 mo | 7.9 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.5% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
90.5% | 99.6% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
58.2% | 6.0% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-1.7% | 6.9% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
43.7% | 2.1% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $240K | $135K | $2.8M | 83.2% | — |
| 2023 | $152K | $137K | $2.5M | 81.5% | — |
| 2022 | $157K | $141K | $2.4M | 81.4% | — |
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