Public & Societal Benefit
(W99)
990 on File
CELTIC HERITAGE FOUNDATION
Financial strength (30%)
68/100
Reliability (20%)
45/100
Effectiveness (25%)
31/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$40K
Total Revenue
$80K
Total Expenses
$1.3M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
62.4%
Fundraising Efficiency
N/A
Operating Reserve
197.27x
Liability-to-Asset
0.1%
Revenue Diversification
54.5%
Compared with Peers
FY 2023
Compared with 2,844 similar organizations
(United States, Public & Societal Benefit, under $100K 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
|
62.4% | 80.7% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
197.3 mo | 17.0 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.1% | 0.0% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
54.5% | 100.0% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
-31.6% | -1.7% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
47.5% | 2.0% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-97.4% | 13.3% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $40K | $80K | $1.3M | 62.4% | — |
| 2022 | $59K | $54K | $1.4M | 54.9% | — |
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