Philanthropy & Grantmaking
(T22)
990 on File
BARRY KATZ AND SANDRA JAMES CHARITABLE FOUNDATION INC
Financial strength (30%)
80/100
Reliability (20%)
50/100
Effectiveness (25%)
41/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$74K
Total Revenue
$15K
Total Expenses
$1.0M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
65.5%
Fundraising Efficiency
N/A
Operating Reserve
804.04x
Liability-to-Asset
0.0%
Revenue Diversification
106.9%
Executive Compensation
$0
Compared with Peers
FY 2024
Compared with 21,182 similar organizations
(United States, Philanthropy & Grantmaking, under $100K 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
|
65.5% | 86.8% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
804.0 mo | 122.3 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
|
106.9% | 94.5% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
25.1% | 9.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
19.6% | 0.1% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
79.9% | 7.1% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $74K | $15K | $1.0M | 65.5% | — |
| 2023 | $59K | $13K | $943K | 71.7% | — |
| 2022 | $60K | $10K | $897K | 88.2% | — |
| 2021 | $86K | $9K | $846K | 92.5% | — |
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