Philanthropy & Grantmaking
(T20)
990 on File
APPELT FAMILY FOUNDATION
Financial strength (30%)
92/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$1.8M
Total Revenue
$984K
Total Expenses
$11.0M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
79.0%
Fundraising Efficiency
N/A
Operating Reserve
134.61x
Liability-to-Asset
0.0%
Revenue Diversification
87.7%
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
|
79.0% | 90.0% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
134.6 mo | 98.0 mo |
P10P90
|
Above median |
|
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
|
87.7% | 90.3% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
60.3% | 11.3% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
9.8% | 8.2% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
46.8% | 4.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $1.8M | $984K | $11.0M | 79.0% | — |
| 2024 | $1.2M | $896K | $10.2M | 78.9% | — |
| 2023 | $1.0M | $382K | $9.9M | 62.4% | — |
| 2022 | $14.1M | $90K | $9.3M | 38.1% | — |
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