Charity Search / JOSEPH & AGATHA SICARI CHARITABLE TR
Philanthropy & Grantmaking (T22) 990 on File

JOSEPH & AGATHA SICARI CHARITABLE TR

EIN: 04-6922636 · SHREWSBURY, MA 01545-0307 · United States · FY 2024 Data
3 out of 5 53 / 100 Based on 2+ years of filings
Financial strength (30%) 96/100
Reliability (20%) 55/100
Effectiveness (25%) 51/100
Impact (25%) No data yet
Financial data: FY 2024 · Scored 9/13/2026
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CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$1.4M
Total Revenue
$928K
Total Expenses
$4.5M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 75.2%
Fundraising Efficiency N/A
Operating Reserve 58.34x
Liability-to-Asset 0.1%
Revenue Diversification 56.9%
Executive Compensation $65K
Compared with Peers
FY 2024
Compared with 16,645 similar organizations (United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2024.
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
75.2% 90.2%
P10P90
Bottom quarter
Operating reserve
Months of expenses covered by net assets · higher is better
58.3 mo 95.2 mo
P10P90
Below median
Liabilities to assets
Total liabilities / total assets · lower is better
0.1% 0.0%
P10P90
Bottom quarter
Revenue concentration
Share of revenue from the largest source · lower is better
56.9% 90.4%
P10P90
Top quarter
Revenue growth
Year over year revenue growth
423.4% 18.5%
P10P90
Expense growth
Year over year expense growth
38.2% 6.7%
P10P90
Surplus margin
Surplus as a share of revenue
32.0% 1.2%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2024 $1.4M $928K $4.5M 75.2%
2023 $261K $672K $4.1M 74.5%
2022 $314K $687K $4.5M 73.6%
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Organization Details
EIN
04-6922636
State
MA
City
SHREWSBURY
ZIP
01545-0307
Classification
T22
Category
Philanthropy & Grantmaking
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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