Philanthropy & Grantmaking
(T20)
990 on File
BERENICE JEWETT BRADSHAW CHARITABLE TR
Financial strength (30%)
74/100
Reliability (20%)
55/100
Effectiveness (25%)
41/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$172K
Total Revenue
$142K
Total Expenses
$1.4M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
70.7%
Fundraising Efficiency
N/A
Operating Reserve
121.85x
Liability-to-Asset
0.0%
Revenue Diversification
76.6%
Executive Compensation
$22K
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
|
70.7% | 90.7% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
121.9 mo | 106.5 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
|
76.6% | 90.6% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-20.5% | 4.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-11.0% | 2.5% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
17.5% | -10.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $172K | $142K | $1.4M | 70.7% | — |
| 2022 | $216K | $159K | $1.4M | 58.7% | — |
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