Philanthropy & Grantmaking
(T30)
IRS Verified
DX Registered
990 on File
E B DUNN HISTORIC GARDEN TRUST
Financial strength (30%)
59/100
Reliability (20%)
55/100
Effectiveness (25%)
61/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$561K
Total Revenue
$486K
Total Expenses
$7.7M
Net Assets
5
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
63.1%
Fundraising Efficiency
67.8%
Operating Reserve
191.05x
Liability-to-Asset
0.2%
Revenue Diversification
64.3%
Executive Compensation
$120K
Compared with Peers
FY 2023
Compared with 26,148 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M 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
|
63.1% | 90.7% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
32.0% | 7.8% |
P10P90
|
Bottom quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
4.9% | 0.0% |
P10P90
|
Bottom quarter |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
67.8% | 7.3% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
191.1 mo | 106.5 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.2% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
64.3% | 90.6% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
-25.9% | 4.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
29.2% | 2.5% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
13.3% | -10.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $561K | $486K | $7.7M | 63.1% | 5 |
| 2022 | $756K | $376K | $6.4M | 57.3% | 9 |
| 2021 | $968K | $509K | N/A | — | 7 |
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