Philanthropy & Grantmaking
(T22)
990 on File
WERTHEIMER FAMILY FOUNDAITON
Financial strength (30%)
73/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$111K
Total Revenue
$27K
Total Expenses
$4.5M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
96.7%
Fundraising Efficiency
N/A
Operating Reserve
1984.92x
Liability-to-Asset
0.0%
Revenue Diversification
46.9%
Executive Compensation
$0
Compared with Peers
FY 2025
Compared with 11,336 similar organizations
(United States, Philanthropy & Grantmaking, under $100K 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
|
96.7% | 86.1% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
1984.9 mo | 119.9 mo |
P10P90
|
Top quarter |
|
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
|
46.9% | 92.1% |
P10P90
|
Top quarter |
|
Surplus margin
Surplus as a share of revenue
|
75.5% | 11.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $111K | $27K | $4.5M | 96.7% | — |
| 2023 | $95K | $22K | $4.5M | 98.8% | — |
| 2022 | $27K | $23K | $4.4M | 99.6% | — |
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