Philanthropy & Grantmaking
(T22)
990 on File
ALLEN & IVY YU FOUNDATION
Financial strength (30%)
88/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2026
$321K
Total Revenue
$51K
Total Expenses
$822K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
88.2%
Fundraising Efficiency
N/A
Operating Reserve
192.31x
Liability-to-Asset
0.0%
Revenue Diversification
93.5%
Executive Compensation
$0
Compared with Peers
FY 2026
Compared with 776 similar organizations
(United States, Philanthropy & Grantmaking, under $100K in expenses), FY 2026.
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
|
88.2% | 83.0% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
192.3 mo | 139.6 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
|
93.5% | 89.4% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
2297.2% | 13.8% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
134.7% | 5.9% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
84.0% | 17.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2026 | $321K | $51K | $822K | 88.2% | — |
| 2025 | $13K | $22K | $553K | 71.7% | — |
| 2024 | $582K | $33K | $561K | 87.7% | — |
| 2023 | $5 | $10K | $12K | 100.0% | — |
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