Philanthropy & Grantmaking
(T20)
990 on File
TUA JOSEPHINE ROGERS PERPETUAL I
Financial strength (30%)
92/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$523K
Total Revenue
$322K
Total Expenses
$4.8M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
84.1%
Fundraising Efficiency
N/A
Operating Reserve
180.35x
Liability-to-Asset
0.0%
Revenue Diversification
89.8%
Executive Compensation
$68K
Compared with Peers
FY 2025
Compared with 8,005 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
|
84.1% | 90.0% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
180.4 mo | 98.0 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
|
89.8% | 90.3% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
196.0% | 11.3% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
10.7% | 8.2% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
38.4% | 4.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $523K | $322K | $4.8M | 84.1% | — |
| 2024 | $177K | $291K | $4.7M | 84.3% | — |
| 2023 | $-65,268 | $313K | $4.6M | 79.6% | — |
| 2022 | $919K | $316K | $4.8M | 85.5% | — |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.