Philanthropy & Grantmaking
(T20)
990 on File
JEAN DEWITT FITZ MEMORIAL FUND
Financial strength (30%)
90/100
Reliability (20%)
40/100
Effectiveness (25%)
55/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$50K
Total Revenue
$4K
Total Expenses
$310K
Net Assets
0
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
68.6%
Fundraising Efficiency
N/A
Operating Reserve
914.36x
Liability-to-Asset
0.0%
Revenue Diversification
51.3%
Compared with Peers
FY 2025
Compared with 11,336 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
|
68.6% | 86.1% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
31.4% | 9.0% |
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
|
914.4 mo | 119.9 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
|
51.3% | 92.1% |
P10P90
|
Top quarter |
|
Surplus margin
Surplus as a share of revenue
|
91.8% | 11.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $50K | $4K | $310K | 68.6% | 0 |
| 2023 | $30K | $5K | $243K | 99.5% | 0 |
| 2022 | $213K | $2K | $219K | 96.0% | 0 |
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