Philanthropy & Grantmaking
(T22)
990 on File
PHILLIP I V HEILKER CHARITABLE FOUNDATION
Financial strength (30%)
67/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$1.0M
Total Revenue
$166K
Total Expenses
$978K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
97.1%
Fundraising Efficiency
N/A
Operating Reserve
70.57x
Liability-to-Asset
0.0%
Revenue Diversification
99.8%
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
|
97.1% | 90.0% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
70.6 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
|
99.8% | 90.3% |
P10P90
|
Bottom quarter |
|
Surplus margin
Surplus as a share of revenue
|
83.4% | 4.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $1.0M | $166K | $978K | 97.1% | — |
| 2023 | $67K | $62K | $105K | 94.9% | — |
| 2022 | $39K | $59K | $100K | 94.6% | — |
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