Philanthropy & Grantmaking
(T20Z)
990 on File
TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST
Financial strength (30%)
69/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$67K
Total Revenue
$282K
Total Expenses
$1.2M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
90.9%
Fundraising Efficiency
N/A
Operating Reserve
52.67x
Liability-to-Asset
43.8%
Revenue Diversification
863.4%
Executive Compensation
$63K
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
|
90.9% | 90.0% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
52.7 mo | 98.0 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
43.8% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
863.4% | 90.3% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
-22.7% | 11.3% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
2.3% | 8.2% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-324.1% | 4.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $67K | $282K | $1.2M | 90.9% | — |
| 2024 | $86K | $276K | $1.5M | 91.6% | — |
| 2023 | $73K | $286K | $1.7M | 95.5% | — |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.