Social Science
(V36)
990 on File
MARGARET D SMOCK CHARITABLE 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 2025
$350K
Total Revenue
$346K
Total Expenses
$4.9M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
82.6%
Fundraising Efficiency
N/A
Operating Reserve
171.42x
Liability-to-Asset
0.0%
Revenue Diversification
84.0%
Executive Compensation
$64K
Compared with Peers
FY 2025
Compared with 90 similar organizations
(United States, Social Science, $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
|
82.6% | 82.9% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
171.4 mo | 9.7 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.3% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
84.0% | 91.0% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
36.3% | 4.9% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-3.9% | 7.0% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
1.0% | 0.9% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $350K | $346K | $4.9M | 82.6% | — |
| 2024 | $257K | $360K | $4.9M | 82.1% | — |
| 2023 | $1.1M | $364K | $5.0M | 84.2% | — |
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