Philanthropy & Grantmaking
(T20)
990 on File
CHARLIE TALBERT TRUST UW CITIZENS NATIONAL BANK TTEE
Financial strength (30%)
77/100
Reliability (20%)
45/100
Effectiveness (25%)
31/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$14K
Total Revenue
$10K
Total Expenses
$120K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
60.0%
Fundraising Efficiency
N/A
Operating Reserve
149.32x
Liability-to-Asset
0.0%
Revenue Diversification
72.9%
Executive Compensation
$4K
Compared with Peers
FY 2024
Compared with 21,185 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
|
60.0% | 86.8% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
149.3 mo | 122.4 mo |
P10P90
|
Above 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
|
72.9% | 94.5% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
91.1% | 9.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-3.1% | 0.1% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
32.5% | 7.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $14K | $10K | $120K | 60.0% | — |
| 2023 | $7K | $10K | $115K | 60.3% | — |
| 2022 | $3K | $11K | $118K | 63.6% | — |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.