Philanthropy & Grantmaking
(T20)
990 on File
WHEELOCK FAMILY FOUNDATION
Financial strength (30%)
93/100
Reliability (20%)
45/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$129K
Total Revenue
$96K
Total Expenses
$543K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
82.4%
Fundraising Efficiency
N/A
Operating Reserve
67.69x
Liability-to-Asset
0.0%
Revenue Diversification
64.3%
Compared with Peers
FY 2025
Compared with 11,336 similar organizations
(United States, Philanthropy & Grantmaking, 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
|
82.4% | 86.1% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
67.7 mo | 119.9 mo |
P10P90
|
Below median |
|
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
|
64.3% | 92.1% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
-4.4% | 5.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-21.5% | 2.6% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
25.5% | 11.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $129K | $96K | $543K | 82.4% | — |
| 2024 | $135K | $123K | $510K | 86.5% | — |
| 2023 | $171K | $186K | $498K | 90.7% | — |
| 2022 | $131K | $111K | $513K | 81.8% | — |
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