Public & Societal Benefit
(W99)
990 on File
SUMERS FAMILY FOUNDATION
Financial strength (30%)
57/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$22K
Total Revenue
$114K
Total Expenses
$730K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
99.9%
Fundraising Efficiency
N/A
Operating Reserve
77.10x
Liability-to-Asset
0.0%
Revenue Diversification
99.3%
Executive Compensation
$0
Compared with Peers
FY 2025
Compared with 731 similar organizations
(United States, Public & Societal Benefit, $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
|
99.9% | 87.1% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
77.1 mo | 9.2 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.4% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
99.3% | 96.5% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
-17.7% | 7.6% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
75666.7% | 10.9% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-406.5% | 2.9% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $22K | $114K | $730K | 99.9% | — |
| 2024 | $27K | $150 | $821K | 0.0% | — |
| 2023 | $25K | $10K | $794K | 98.5% | — |
| 2022 | $17K | $31K | $779K | 80.1% | — |
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