Philanthropy & Grantmaking
(T22)
990 on File
JAMES A HOLT CHARITABLE FOUNDATION INC
Financial strength (30%)
95/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$249K
Total Revenue
$286K
Total Expenses
$5.7M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
82.3%
Fundraising Efficiency
N/A
Operating Reserve
240.20x
Liability-to-Asset
0.0%
Revenue Diversification
79.6%
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
|
82.3% | 90.7% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
240.2 mo | 106.5 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
|
79.6% | 90.6% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
23.7% | 4.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
14.5% | 2.5% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-15.0% | -10.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $249K | $286K | $5.7M | 82.3% | — |
| 2022 | $201K | $250K | $5.8M | 83.8% | — |
| 2021 | $616K | $251K | $5.8M | 81.4% | — |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.