Human Services
(P12)
IRS Verified
DX Registered
990 on File
HOWARD PERRY & WALSTON FOUNDATION
Financial strength (30%)
67/100
Reliability (20%)
82/100
Effectiveness (25%)
93/100
Impact (25%)
80/100
50
CharityAI™ Score
out of 100
Mission Statement
Through Turkeys for the Triangle, the HPW Foundation partners with local charities to feed families in need. Powered by Coldwell Banker Howard Perry and Walston agents, staff, and corporate sponsors, 100% of proceeds go to purchasing holiday turkeys. Having donated over 30,000 turkeys to date, our goal this year is to distribute 50,000+ pounds of turkey across Wake, Durham, Johnston, Orange, and Alamance Counties to more than 100 local nonprofit and military organization partners.
Financial Overview — FY 2025
$91K
Total Revenue
$105K
Total Expenses
$132K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
92.3%
Fundraising Efficiency
88.3%
Operating Reserve
14.99x
Liability-to-Asset
0.0%
Revenue Diversification
99.1%
Compared with Peers
FY 2025
Compared with 7,718 similar organizations
(United States, Human Services, $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
|
92.3% | 87.1% |
P10P90
|
Above median |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
88.3% | 11.2% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
15.0 mo | 8.7 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 1.1% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
99.1% | 95.9% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
-26.7% | 5.6% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-25.9% | 6.5% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-16.3% | 2.4% |
P10P90
|
CharityAI™ Evaluation — 2025
50 / 1000
Financial
82
Reliability
53
Effectiveness
80
Impact
Financial Strength (30%)
0
Reliability & Transparency (20%)
82
Program Effectiveness (25%)
53
Impact & Outcomes (25%)
80
1 programs
13 staff
IRS Verified Form 990 on File 90% Data Complete
Impact
1 program| Outcome / Program | People Served | Cost / Service | # Completed | Duration |
|---|---|---|---|---|
| Provide 55,000+ lbs of turkey to 100+ local non-profits to feed people in the community. | 64,000 | $1.53 | — | Per Week |
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $91K | $105K | $132K | 92.3% | — |
| 2024 | $124K | $142K | $146K | 96.7% | — |
| 2023 | $160K | $139K | $165K | 97.0% | — |
| 2022 | $347K | $133K | $143K | 98.4% | 0 |
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