Philanthropy & Grantmaking
(T22Z)
990 on File
M HOLT MASSEY CHARITABLE TRUST
Financial strength (30%)
92/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$303K
Total Revenue
$130K
Total Expenses
$1.3M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
85.2%
Fundraising Efficiency
N/A
Operating Reserve
122.65x
Liability-to-Asset
2.1%
Revenue Diversification
93.7%
Executive Compensation
$0
Compared with Peers
FY 2025
Compared with 8,005 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M 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
|
85.2% | 90.0% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
122.7 mo | 98.0 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
2.1% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
93.7% | 90.3% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
350.1% | 11.3% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-16.5% | 8.2% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
57.2% | 4.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $303K | $130K | $1.3M | 85.2% | — |
| 2024 | $67K | $155K | $1.2M | 86.7% | — |
| 2023 | $128K | $189K | $1.2M | 86.3% | — |
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