Philanthropy & Grantmaking
(T20Z)
990 on File
LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF
Financial strength (30%)
95/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$263K
Total Revenue
$329K
Total Expenses
$3.7M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
84.0%
Fundraising Efficiency
N/A
Operating Reserve
136.39x
Liability-to-Asset
0.0%
Revenue Diversification
78.3%
Executive Compensation
$38K
Compared with Peers
FY 2023
Compared with 26,148 similar organizations
(United States, Philanthropy & Grantmaking, $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
|
84.0% | 90.7% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
136.4 mo | 106.5 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
|
78.3% | 90.6% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
24.8% | 4.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
4.5% | 2.5% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-25.1% | -10.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $263K | $329K | $3.7M | 84.0% | — |
| 2022 | $211K | $315K | $3.8M | 79.7% | — |
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