Philanthropy & Grantmaking
(T22)
990 on File
JOSHUA ROSENTHAL CHARITABLE TRUST
Financial strength (30%)
87/100
Reliability (20%)
45/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$616K
Total Revenue
$1.1M
Total Expenses
$20.0M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
92.2%
Fundraising Efficiency
N/A
Operating Reserve
210.49x
Liability-to-Asset
0.0%
Revenue Diversification
87.8%
Executive Compensation
$0
Compared with Peers
FY 2023
Compared with 7,743 similar organizations
(United States, Philanthropy & Grantmaking, $1M–$10M 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
|
92.2% | 91.8% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
210.5 mo | 80.3 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
|
87.8% | 90.3% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
21.4% | 3.2% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-7.5% | 6.5% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-84.9% | -4.8% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $616K | $1.1M | $20.0M | 92.2% | — |
| 2022 | $508K | $1.2M | $20.5M | 90.2% | — |
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