Charity Search / CHARLES FAMILY FOUNDATION INC
Philanthropy & Grantmaking (T90) 990 on File

CHARLES FAMILY FOUNDATION INC

EIN: 26-3925889 · NEW FRANKEN, WI 54229-9481 · United States · FY 2024 Data
3 out of 5 51 / 100 Based on 2+ years of filings
Financial strength (30%) 94/100
Reliability (20%) 50/100
Effectiveness (25%) 51/100
Impact (25%) No data yet
Financial data: FY 2024 · Scored 9/13/2026
Claim this Charity
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$1.6M
Total Revenue
$872K
Total Expenses
$11.0M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 78.5%
Fundraising Efficiency N/A
Operating Reserve 151.80x
Liability-to-Asset 0.1%
Revenue Diversification 69.1%
Executive Compensation $0
Compared with Peers
FY 2024
Compared with 16,645 similar organizations (United States, Philanthropy & Grantmaking, $100K–$1M 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
78.5% 90.2%
P10P90
Bottom quarter
Operating reserve
Months of expenses covered by net assets · higher is better
151.8 mo 95.2 mo
P10P90
Above median
Liabilities to assets
Total liabilities / total assets · lower is better
0.1% 0.0%
P10P90
Bottom quarter
Revenue concentration
Share of revenue from the largest source · lower is better
69.1% 90.4%
P10P90
Top quarter
Revenue growth
Year over year revenue growth
50.5% 18.5%
P10P90
Expense growth
Year over year expense growth
-21.1% 6.7%
P10P90
Surplus margin
Surplus as a share of revenue
46.1% 1.2%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2024 $1.6M $872K $11.0M 78.5% —
2023 $1.1M $1.1M $10.3M 69.7% —
2022 $2.6M $798K $10.3M 63.1% —
Donor Reviews
Write a Review
No reviews yet

Be the first to share your experience with this organization.


Write a Review
Minimum 20 characters
Reviews appear after moderation (usually within 24 hours)
Organization Details
EIN
26-3925889
State
WI
City
NEW FRANKEN
ZIP
54229-9481
Classification
T90
Category
Philanthropy & Grantmaking
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
Is this your organization?

Claim it to manage this profile, add your board, financials and impact metrics, and lift your CharityAI™ rating.

Claim this Charity
Back to Search New Search