Mutual & Membership Benefit
(Y110)
990 on File
WILLIAM G BURKHOLDER FOUNDATION TR
Financial strength (30%)
73/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$64K
Total Revenue
$85K
Total Expenses
$1.5M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
92.4%
Fundraising Efficiency
N/A
Operating Reserve
215.73x
Liability-to-Asset
0.0%
Revenue Diversification
91.4%
Executive Compensation
$15K
Compared with Peers
FY 2023
Compared with 364 similar organizations
(United States, Mutual & Membership Benefit, under $100K in expenses), FY 2023.
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
|
92.4% | 86.9% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
215.7 mo | 41.3 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
|
91.4% | 97.3% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-8.9% | 0.2% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
16.7% | 1.0% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-32.4% | 15.7% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $64K | $85K | $1.5M | 92.4% | — |
| 2022 | $71K | $73K | $1.6M | 89.0% | — |
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