Health Care
(E22I)
990 on File
SANTA CLARA VALLEY WELLNESS FOUNDATION
Financial strength (30%)
60/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$52K
Total Revenue
$54K
Total Expenses
$466K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
95.0%
Fundraising Efficiency
N/A
Operating Reserve
102.63x
Liability-to-Asset
0.0%
Revenue Diversification
65.7%
Compared with Peers
FY 2025
Compared with 1,794 similar organizations
(United States, Health Care, under $100K 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
|
95.0% | 81.7% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
102.6 mo | 25.0 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
|
65.7% | 99.7% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
-36.2% | 0.0% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
17.0% | -1.1% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-4.1% | 14.9% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $52K | $54K | $466K | 95.0% | — |
| 2024 | $82K | $47K | $468K | 96.5% | — |
| 2023 | $36K | $134K | $432K | 99.6% | — |
| 2022 | $48K | $50K | $530K | 98.8% | — |
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