Philanthropy & Grantmaking
(T99)
990 on File
ROBERT S NAKONECZNY LIV TR FILING AS AN ESTATE UNDER SECTION 645
Financial strength (30%)
94/100
Reliability (20%)
40/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2026
$159K
Total Revenue
$144K
Total Expenses
$1.4M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
87.1%
Fundraising Efficiency
N/A
Operating Reserve
113.25x
Liability-to-Asset
0.0%
Revenue Diversification
7.7%
Executive Compensation
$17K
Compared with Peers
FY 2026
Compared with 213 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2026.
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
|
87.1% | 86.4% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
113.3 mo | 136.4 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
|
7.7% | 90.6% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
86.2% | 17.7% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
67.9% | 9.4% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
9.4% | 11.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2026 | $159K | $144K | $1.4M | 87.1% | — |
| 2025 | $85K | $86K | $1.3M | 100.0% | — |
| 2024 | $138K | $198K | $1.3M | 93.4% | — |
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