Medical Research (H9XI) IRS Verified DX Registered 990 on File

PERINATAL FOUNDATION INC

EIN: 39-1510620 · MILWAUKEE, WI 53210-0547 · United States · FY 2023 Data

3 out of 5 53 / 100 Based on 2+ years of filings

Financial strength (30%) 80/100

Reliability (20%) 55/100

Effectiveness (25%) 71/100

Impact (25%) No data yet

Financial data: FY 2023 · Scored 9/13/2026

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Mission Statement

For the Perinatal Foundation to be the leading philanthropic organization promoting excellence in perinatal health care of women, babies, and families.

Financial Overview — FY 2023

$218K

Total Revenue

$315K

Total Expenses

$3.8M

Net Assets

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 81.4%

Fundraising Efficiency N/A

Operating Reserve 145.95x

Liability-to-Asset 1.6%

Revenue Diversification 97.2%

Compared with Peers

FY 2023

Compared with 1,004 similar organizations (United States, Medical Research, $100K–$1M in expenses), FY 2023.

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	81.4%	86.3%	P10P90	Below median
Admin expense ratio Management and general / total expenses · lower is better	18.6%	10.6%	P10P90	Below median
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	0.0%	0.0%	P10P90	Below median
Operating reserve Months of expenses covered by net assets · higher is better	146.0 mo	13.1 mo	P10P90	Top quarter
Liabilities to assets Total liabilities / total assets · lower is better	1.6%	0.3%	P10P90	Below median
Revenue concentration Share of revenue from the largest source · lower is better	97.2%	95.3%	P10P90	Below median
Revenue growth Year over year revenue growth	-11.3%	4.8%	P10P90
Expense growth Year over year expense growth	0.6%	12.9%	P10P90
Surplus margin Surplus as a share of revenue	-44.6%	-0.2%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %
2023	$218K	$315K	$3.8M	81.4%
2022	$245K	$313K	$3.7M	48.1%
2021	$385K	$205K	N/A	—

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Organization Details

EIN: 39-1510620
State: WI
City: MILWAUKEE
ZIP: 53210-0547
Classification: H9XI
Category: Medical Research
Rating: 3★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year: 1985
Foundation Code: 15
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

★★★★★ 80–100 ★★★★☆ 60–79 ★★★☆☆ 40–59 ★★☆☆☆ 20–39 ★☆☆☆☆ 1–19

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The coverage grade (A to D) says how much filing data the score rests on; NONE means there is not enough to rate.
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