Philanthropy & Grantmaking
(T23)
990 on File
HOLMES FAMILY EDUCATION FOUNDATION
Financial strength (30%)
63/100
Reliability (20%)
45/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$1.2M
Total Revenue
$1.1M
Total Expenses
$152K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
100.0%
Fundraising Efficiency
N/A
Operating Reserve
1.60x
Liability-to-Asset
0.5%
Revenue Diversification
100.0%
Compared with Peers
FY 2025
Compared with 2,423 similar organizations
(United States, Philanthropy & Grantmaking, $1M–$10M 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
|
100.0% | 91.3% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
1.6 mo | 65.7 mo |
P10P90
|
Bottom quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.5% | 0.0% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
100.0% | 90.4% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
18.5% | 9.0% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
19.8% | 9.3% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
4.9% | 3.0% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $1.2M | $1.1M | $152K | 100.0% | — |
| 2024 | $1.0M | $950K | $93K | 100.0% | — |
| 2023 | $537K | $887K | $33K | 100.0% | — |
| 2022 | $1.1M | $759K | $383K | 100.0% | — |
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