Philanthropy & Grantmaking
(T20)
990 on File
ANNA L MORGAN FAMILY TRUST
Financial strength (30%)
92/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2026
$87K
Total Revenue
$35K
Total Expenses
$606K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
79.3%
Fundraising Efficiency
N/A
Operating Reserve
205.45x
Liability-to-Asset
0.0%
Revenue Diversification
90.9%
Executive Compensation
$10K
Compared with Peers
FY 2026
Compared with 776 similar organizations
(United States, Philanthropy & Grantmaking, under $100K 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
|
79.3% | 83.0% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
205.5 mo | 139.6 mo |
P10P90
|
Top quarter |
|
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
|
90.9% | 89.4% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
70.4% | 13.8% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-7.8% | 5.9% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
59.2% | 17.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2026 | $87K | $35K | $606K | 79.3% | — |
| 2025 | $51K | $38K | $538K | 82.2% | — |
| 2024 | $21K | $30K | $525K | 81.5% | — |
| 2023 | $-11,267 | $41K | $531K | 75.9% | — |
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