Charity Search / CHARLES J DANNATT TRUST
Philanthropy & Grantmaking (T22) 990 on File

CHARLES J DANNATT TRUST

EIN: 20-1707119 · CLINTON, IA 52732-2500 · United States · FY 2025 Data
3 out of 5 51 / 100 Based on 2+ years of filings
Financial strength (30%) 89/100
Reliability (20%) 55/100
Effectiveness (25%) 51/100
Impact (25%) No data yet
Financial data: FY 2025 · Scored 9/13/2026
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CharityAI™ Score
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Financial Overview — FY 2025
$63K
Total Revenue
$63K
Total Expenses
$68K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 75.9%
Fundraising Efficiency N/A
Operating Reserve 12.99x
Liability-to-Asset N/A
Revenue Diversification 100.0%
Compared with Peers
FY 2025
Compared with 11,336 similar organizations (United States, Philanthropy & Grantmaking, under $100K 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
75.9% 86.1%
P10P90
Below median
Operating reserve
Months of expenses covered by net assets · higher is better
13.0 mo 119.9 mo
P10P90
Bottom quarter
Revenue concentration
Share of revenue from the largest source · lower is better
100.0% 92.1%
P10P90
Bottom quarter
Revenue growth
Year over year revenue growth
0.0% 5.1%
P10P90
Expense growth
Year over year expense growth
-0.2% 2.6%
P10P90
Surplus margin
Surplus as a share of revenue
1.2% 11.2%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2025 $63K $63K $68K 75.9% —
2024 $63K $63K $67K 76.6% —
2023 $63K $66K $67K 77.8% —
2022 $63K $67K $69K 78.4% —
2021 $64K $61K N/A — 1
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Organization Details
EIN
20-1707119
State
IA
City
CLINTON
ZIP
52732-2500
Classification
T22
Category
Philanthropy & Grantmaking
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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