Philanthropy & Grantmaking
(T20)
990 on File
GEORGE AND LUCY MALMBERG FOUNDATION TR AGREEMENT
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
$1.5M
Total Revenue
$5.0M
Total Expenses
$8.6M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
96.9%
Fundraising Efficiency
N/A
Operating Reserve
20.69x
Liability-to-Asset
0.0%
Revenue Diversification
92.5%
Executive Compensation
$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
|
96.9% | 91.3% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
20.7 mo | 65.7 mo |
P10P90
|
Below 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
|
92.5% | 90.4% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
46.1% | 9.0% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
312.5% | 9.3% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-225.0% | 3.0% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $1.5M | $5.0M | $8.6M | 96.9% | — |
| 2024 | $1.1M | $1.2M | $12.1M | 91.4% | — |
| 2023 | $441K | $2.1M | $12.2M | 93.8% | — |
| 2022 | $327K | $6.6M | $13.9M | 98.1% | — |
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