Charity Search / SOCHA-CARDILLO FAM FOUNDATION TR
Philanthropy & Grantmaking (T22) 990 on File

SOCHA-CARDILLO FAM FOUNDATION TR

EIN: 34-7137775 · LAGUNA BEACH, CA 92652-0957 · United States · FY 2025 Data
3 out of 5 51 / 100 Based on 2+ years of filings
Financial strength (30%) 90/100
Reliability (20%) 55/100
Effectiveness (25%) 51/100
Impact (25%) No data yet
Financial data: FY 2025 · Scored 9/13/2026
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Financial Overview — FY 2025
$22K
Total Revenue
$20K
Total Expenses
$256K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 86.8%
Fundraising Efficiency N/A
Operating Reserve 156.98x
Liability-to-Asset 0.0%
Revenue Diversification 88.4%
Executive Compensation $0
Compared with Peers
FY 2025
Compared with 11,336 similar organizations (United States, Philanthropy & Grantmaking, under $100K 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
86.8% 86.1%
P10P90
Above median
Operating reserve
Months of expenses covered by net assets · higher is better
157.0 mo 119.9 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
88.4% 92.1%
P10P90
Above median
Revenue growth
Year over year revenue growth
69.4% 5.1%
P10P90
Expense growth
Year over year expense growth
7.9% 2.6%
P10P90
Surplus margin
Surplus as a share of revenue
12.6% 11.2%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2025 $22K $20K $256K 86.8% —
2024 $13K $18K $253K 88.2% —
2023 $4K $19K $258K 73.8% —
2022 $13K $22K $274K 68.9% —
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Organization Details
EIN
34-7137775
State
CA
City
LAGUNA BEACH
ZIP
92652-0957
Classification
T22
Category
Philanthropy & Grantmaking
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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