Public & Societal Benefit
(W11)
990 on File
CARL & PHYLLIS DALTON FAMILY FOUNDATION INC
Financial strength (30%)
87/100
Reliability (20%)
45/100
Effectiveness (25%)
41/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$1.5M
Total Revenue
$1.3M
Total Expenses
$18.9M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
69.3%
Fundraising Efficiency
N/A
Operating Reserve
180.02x
Liability-to-Asset
0.0%
Revenue Diversification
67.0%
Executive Compensation
$78K
Compared with Peers
FY 2024
Compared with 521 similar organizations
(United States, Public & Societal Benefit, $1M–$10M in expenses), FY 2024.
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
|
69.3% | 83.6% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
180.0 mo | 9.4 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 13.7% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
67.0% | 94.8% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
125.0% | 7.4% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-22.2% | 8.5% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
14.3% | 2.3% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $1.5M | $1.3M | $18.9M | 69.3% | — |
| 2023 | $653K | $1.6M | $18.7M | 73.7% | — |
| 2022 | $2.1M | $1.9M | $19.7M | 75.4% | — |
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