Philanthropy & Grantmaking
(T20)
990 on File
SARA C CASSIDY SUCC TR UW 44-20-L167-002
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 2026
$35K
Total Revenue
$26K
Total Expenses
$369K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
81.1%
Fundraising Efficiency
N/A
Operating Reserve
170.85x
Liability-to-Asset
0.0%
Revenue Diversification
86.8%
Executive Compensation
$5K
Compared with Peers
FY 2026
Compared with 359 similar organizations
(United States, Philanthropy & Grantmaking, under $100K in expenses), FY 2026.
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
|
81.1% | 81.8% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
170.9 mo | 143.6 mo |
P10P90
|
Above median |
|
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
|
86.8% | 88.2% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
78.0% | 14.9% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
10.0% | 5.5% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
25.3% | 20.0% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2026 | $35K | $26K | $369K | 81.1% | — |
| 2025 | $20K | $24K | $360K | 81.7% | — |
| 2024 | $9K | $22K | $365K | 82.3% | — |
| 2023 | $2K | $25K | $377K | 87.2% | — |
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