Philanthropy & Grantmaking
(T20)
990 on File
BERSHTEL FAMILY FOUNDATION
Financial strength (30%)
70/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$102K
Total Revenue
$265K
Total Expenses
$1.3M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
94.8%
Fundraising Efficiency
N/A
Operating Reserve
59.34x
Liability-to-Asset
0.0%
Revenue Diversification
90.2%
Executive Compensation
$0
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
|
94.8% | 90.0% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
59.3 mo | 98.0 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
|
90.2% | 90.3% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-11.6% | 11.3% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
29.1% | 8.2% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-159.1% | 4.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $102K | $265K | $1.3M | 94.8% | — |
| 2024 | $116K | $206K | $1.4M | 94.9% | — |
| 2023 | $1.6M | $261K | $1.5M | 98.2% | — |
| 2022 | $145K | $41K | $271K | 75.9% | — |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.