Philanthropy & Grantmaking
(T20)
990 on File
MFS INVESTMENT MANAGEMENT FOUNDATION INC
Financial strength (30%)
71/100
Reliability (20%)
40/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$17.2M
Total Revenue
$2.4M
Total Expenses
$35.1M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
99.5%
Fundraising Efficiency
N/A
Operating Reserve
177.11x
Liability-to-Asset
0.0%
Revenue Diversification
94.1%
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
|
99.5% | 91.3% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
177.1 mo | 65.7 mo |
P10P90
|
Top 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
|
94.1% | 90.4% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
103.6% | 9.0% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
29.0% | 9.3% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
86.1% | 3.0% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $17.2M | $2.4M | $35.1M | 99.5% | — |
| 2024 | $8.4M | $1.8M | $20.2M | 99.5% | — |
| 2023 | $3.6M | $1.3M | $13.6M | 99.5% | — |
| 2022 | $146K | $809K | $11.3M | 99.9% | — |
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