Philanthropy & Grantmaking
(T20)
990 on File
BARRETT FAMILY FOUNDATION
Financial strength (30%)
60/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$9K
Total Revenue
$167K
Total Expenses
$316K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
98.3%
Fundraising Efficiency
N/A
Operating Reserve
22.75x
Liability-to-Asset
1.1%
Revenue Diversification
68.5%
Compared with Peers
FY 2024
Compared with 16,669 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M 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
|
98.3% | 90.2% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
22.8 mo | 95.2 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
1.1% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
68.5% | 90.5% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
-98.3% | 18.5% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
73.2% | 6.7% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-1709.7% | 1.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $9K | $167K | $316K | 98.3% | — |
| 2023 | $528K | $96K | $474K | 97.3% | — |
| 2022 | $351 | $91K | $42K | 97.3% | — |
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