Philanthropy & Grantmaking
(T22)
990 on File
HELEN C ROBERTS TRUST L30-375 1ST INTERSTATE BANK OF ARIZONA
Financial strength (30%)
92/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$102K
Total Revenue
$81K
Total Expenses
$1.1M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
77.5%
Fundraising Efficiency
N/A
Operating Reserve
165.74x
Liability-to-Asset
0.0%
Revenue Diversification
81.3%
Executive Compensation
$19K
Compared with Peers
FY 2023
Compared with 34,329 similar organizations
(United States, Philanthropy & Grantmaking, under $100K 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
|
77.5% | 86.7% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
165.7 mo | 137.0 mo |
P10P90
|
Above 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
|
81.3% | 95.5% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
157.0% | -0.2% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
10.7% | -4.3% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
20.2% | -0.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $102K | $81K | $1.1M | 77.5% | — |
| 2022 | $40K | $74K | $1.1M | 73.2% | — |
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