Community Improvement
(S20)
990 on File
SOMA WEST COMMUNITY BENEFIT DISTRICT
Financial strength (30%)
89/100
Reliability (20%)
45/100
Effectiveness (25%)
88/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$5.8M
Total Revenue
$6.0M
Total Expenses
$4.5M
Net Assets
64
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
87.5%
Fundraising Efficiency
N/A
Operating Reserve
9.05x
Liability-to-Asset
6.5%
Revenue Diversification
98.5%
Executive Compensation
$212K
Compared with Peers
FY 2025
Compared with 703 similar organizations
(United States, Community Improvement, $1M–$10M 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
|
87.5% | 85.4% |
P10P90
|
Above median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
11.2% | 11.1% |
P10P90
|
Below median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
1.3% | 0.0% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
9.1 mo | 10.2 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
6.5% | 20.7% |
P10P90
|
Above median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
98.5% | 89.8% |
P10P90
|
Bottom quarter |
|
Surplus margin
Surplus as a share of revenue
|
-2.9% | 2.0% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $5.8M | $6.0M | $4.5M | 87.5% | 64 |
| 2023 | $4.6M | $3.8M | $4.2M | 88.6% | 39 |
| 2022 | $4.0M | $3.6M | $3.3M | 89.3% | 27 |
| 2021 | $4.3M | $3.3M | N/A | — | 28 |
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