Medical Research
(H99)
990 on File
BARTELS FAMILY FOUNDATION
Financial strength (30%)
92/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$34K
Total Revenue
$34K
Total Expenses
$455K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
87.4%
Fundraising Efficiency
N/A
Operating Reserve
161.90x
Liability-to-Asset
0.0%
Revenue Diversification
87.6%
Compared with Peers
FY 2024
Compared with 782 similar organizations
(United States, Medical Research, under $100K 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
|
87.4% | 78.0% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
161.9 mo | 38.9 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
|
87.6% | 100.0% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-1249.9% | -0.9% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-10.5% | -6.4% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
1.3% | 15.4% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $34K | $34K | $455K | 87.4% | — |
| 2023 | $-2,974 | $38K | $455K | 83.5% | — |
| 2022 | $25K | $44K | $495K | 80.8% | — |
| 2021 | $58K | $38K | $514K | 80.5% | — |
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