Philanthropy & Grantmaking
(T50)
IRS Verified
DX Registered
990 on File
3 TO 1 FOUNDATION
Financial strength (30%)
70/100
Reliability (20%)
55/100
Effectiveness (25%)
70/100
Impact (25%)
75/100
CharityAI™ Score
Not yet evaluated
Mission Statement
Our Mission is to educate individuals regarding the financial principles of attaining lifetime economic freedom and to support other charitable efforts through foundation education and by collaborative, responsible and effective community philanthropy.
Financial Overview — FY 2024
$118K
Total Revenue
$151K
Total Expenses
N/A
Net Assets
2
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
N/A
Fundraising Efficiency
5.1%
Operating Reserve
N/A
Liability-to-Asset
0.0%
Revenue Diversification
N/A
Executive Compensation
$65K
Compared with Peers
FY 2023
Compared with 26,148 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2023.
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
|
61.7% | 90.7% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
1.3% | 7.8% |
P10P90
|
Top quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
37.0% | 0.0% |
P10P90
|
Bottom quarter |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
62.0% | 7.3% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
120.3 mo | 106.5 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.1% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
68.0% | 90.6% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
82.4% | 4.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
4.0% | 2.5% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
55.1% | -10.5% |
P10P90
|
Impact
1 program| Outcome / Program | People Served | Cost / Service | # Completed | Duration |
|---|---|---|---|---|
| Increased financial education knowledge | 3,500 | $42.00 | — | Lifetime |
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $118K | $151K | N/A | — | 2 |
| 2023 | $271K | $122K | $1.2M | 61.7% | 2 |
| 2022 | $149K | $117K | $1.1M | 63.7% | 2 |
| 2021 | $143K | $104K | N/A | — | 2 |
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