Mutual & Membership Benefit
(Y12)
990 on File
KATZS REFUAH FUND INC
Financial strength (30%)
67/100
Reliability (20%)
45/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2026
$37K
Total Revenue
$38K
Total Expenses
$5K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
94.3%
Fundraising Efficiency
N/A
Operating Reserve
1.64x
Liability-to-Asset
0.0%
Revenue Diversification
100.0%
Compared with Peers
FY 2026
Compared with 12 similar organizations
(United States, Mutual & Membership Benefit, under $100K in expenses), FY 2026.
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
|
94.3% | 71.6% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
1.6 mo | 80.7 mo |
P10P90
|
Bottom quarter |
|
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
|
100.0% | 95.4% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
-45.7% | -2.8% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-52.3% | -35.8% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-2.3% | 25.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2026 | $37K | $38K | $5K | 94.3% | — |
| 2025 | $68K | $80K | $6K | 97.0% | — |
| 2024 | $41K | $48K | $17K | 92.5% | — |
| 2023 | $50K | $58K | $24K | 96.2% | — |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.