Philanthropy & Grantmaking
(T90)
990 on File
BERTOLON FAMILY FOUNDATION TR
Financial strength (30%)
77/100
Reliability (20%)
55/100
Effectiveness (25%)
41/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$133K
Total Revenue
$415K
Total Expenses
$5.0M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
74.1%
Fundraising Efficiency
N/A
Operating Reserve
144.86x
Liability-to-Asset
0.0%
Revenue Diversification
100.0%
Executive Compensation
$50K
Compared with Peers
FY 2025
Compared with 8,005 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M 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
|
74.1% | 90.0% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
144.9 mo | 98.0 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
|
100.0% | 90.3% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
-93.8% | 11.3% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-75.0% | 8.2% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-213.3% | 4.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $133K | $415K | $5.0M | 74.1% | — |
| 2024 | $2.2M | $1.7M | $5.3M | 94.7% | — |
| 2023 | $1.3M | $293K | $4.8M | 98.7% | — |
| 2022 | $-239,580 | $426K | $3.7M | 74.7% | — |
| 2021 | $2.8M | $641K | $4.4M | 91.0% | — |
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