Philanthropy & Grantmaking
(T20Z)
990 on File
JAMES LEE AND ANNANETTE HARPER FAMILY FOUNDATION
Financial strength (30%)
59/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$21K
Total Revenue
$39K
Total Expenses
$391K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
95.7%
Fundraising Efficiency
N/A
Operating Reserve
120.79x
Liability-to-Asset
0.0%
Revenue Diversification
93.4%
Executive Compensation
$0
Compared with Peers
FY 2025
Compared with 12,725 similar organizations
(United States, Philanthropy & Grantmaking, under $100K 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
|
95.7% | 86.2% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
120.8 mo | 120.1 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
|
93.4% | 92.5% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
-32.1% | 4.7% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-23.3% | 2.4% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-87.9% | 11.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $21K | $39K | $391K | 95.7% | — |
| 2024 | $30K | $51K | $409K | 84.9% | — |
| 2023 | $15K | $22K | $429K | 93.8% | — |
| 2022 | $22K | $49K | $436K | 74.2% | — |
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