Arts, Culture & Humanities
(A80)
IRS Verified
DX Registered
990 on File
RANCHO BERNARDO HISTORICAL SOCIETY
Financial strength (30%)
95/100
Reliability (20%)
55/100
Effectiveness (25%)
78/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$89K
Total Revenue
$105K
Total Expenses
$561K
Net Assets
0
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
81.6%
Fundraising Efficiency
N/A
Operating Reserve
64.18x
Liability-to-Asset
0.0%
Revenue Diversification
79.3%
Compared with Peers
FY 2025
Compared with 7,068 similar organizations
(United States, Arts, Culture & Humanities, $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
|
81.6% | 81.9% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
18.4% | 13.7% |
P10P90
|
Below median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
64.2 mo | 9.4 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 1.5% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
79.3% | 77.2% |
P10P90
|
Below median |
|
Surplus margin
Surplus as a share of revenue
|
-17.4% | 2.4% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $89K | $105K | $561K | 81.6% | 0 |
| 2023 | $35K | $64K | $499K | 33.7% | 0 |
| 2022 | $97K | $132K | $450K | 75.5% | 0 |
| 2021 | $30K | $45K | N/A | — | 0 |
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