Philanthropy & Grantmaking
(T20)
990 on File
E A ROBERTS CHARITABLE TR 32-0013-01-4
Financial strength (30%)
79/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2026
$1.9M
Total Revenue
$1.9M
Total Expenses
$35.1M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
86.0%
Fundraising Efficiency
N/A
Operating Reserve
223.64x
Liability-to-Asset
0.0%
Revenue Diversification
88.5%
Executive Compensation
$331K
Compared with Peers
FY 2026
Compared with 85 similar organizations
(United States, Philanthropy & Grantmaking, $1M–$10M 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
|
86.0% | 90.8% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
223.6 mo | 63.4 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
|
88.5% | 93.3% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-8.8% | 8.2% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
8.9% | 9.7% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-1.8% | 0.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2026 | $1.9M | $1.9M | $35.1M | 86.0% | — |
| 2025 | $2.0M | $1.7M | $32.6M | 87.4% | — |
| 2024 | $1.1M | $1.7M | $32.8M | 89.3% | — |
| 2023 | $1.0M | $1.8M | $30.0M | 90.4% | — |
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