Philanthropy & Grantmaking
(T20)
990 on File
THE LOZIER FOUNDATION
Financial strength (30%)
68/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$31.3M
Total Revenue
$53.0M
Total Expenses
$437.1M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
94.5%
Fundraising Efficiency
N/A
Operating Reserve
99.00x
Liability-to-Asset
0.0%
Revenue Diversification
93.2%
Executive Compensation
$27K
Compared with Peers
FY 2024
Compared with 923 similar organizations
(United States, Philanthropy & Grantmaking, $10M–$100M in expenses), FY 2024.
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
|
94.5% | 91.7% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
99.0 mo | 70.2 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 2.5% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
93.2% | 88.2% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
-38.1% | 17.6% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
31.7% | 10.6% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-69.1% | 6.3% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $31.3M | $53.0M | $437.1M | 94.5% | — |
| 2023 | $50.6M | $40.2M | $458.7M | 91.8% | — |
| 2022 | $44.8M | $26.2M | $454.7M | 90.2% | — |
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