Education
(B43I)
990 on File
PHELPS ASSOCIATION
Financial strength (30%)
82/100
Reliability (20%)
55/100
Effectiveness (25%)
71/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$137K
Total Revenue
$507K
Total Expenses
$9.3M
Net Assets
5
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
75.4%
Fundraising Efficiency
N/A
Operating Reserve
219.20x
Liability-to-Asset
0.1%
Revenue Diversification
50.8%
Compared with Peers
FY 2023
Compared with 21,276 similar organizations
(United States, Education, $100K–$1M 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
|
75.4% | 88.7% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
17.9% | 8.8% |
P10P90
|
Below median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
6.7% | 0.0% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
219.2 mo | 9.7 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.1% | 0.5% |
P10P90
|
Above median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
50.8% | 90.2% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
-74.8% | 8.6% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
10.8% | 13.1% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-271.6% | 2.3% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $137K | $507K | $9.3M | 75.4% | 5 |
| 2022 | $542K | $458K | $8.9M | 73.2% | 5 |
| 2021 | $804K | $454K | N/A | — | 5 |
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