Environment
(C42)
990 on File
JEFFERSON HISTORICAL SOCIETY
Financial strength (30%)
53/100
Reliability (20%)
50/100
Effectiveness (25%)
31/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$135K
Total Revenue
$158K
Total Expenses
$131K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
46.8%
Fundraising Efficiency
17.4%
Operating Reserve
9.93x
Liability-to-Asset
0.1%
Revenue Diversification
73.9%
Compared with Peers
FY 2024
Compared with 2,847 similar organizations
(United States, Environment, $100K–$1M 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
|
46.8% | 82.4% |
P10P90
|
Bottom quarter |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
17.4% | 51.4% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
9.9 mo | 13.6 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.1% | 1.0% |
P10P90
|
Above median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
73.9% | 91.6% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-26.8% | 10.6% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-2.2% | 11.2% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-17.1% | 6.0% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $135K | $158K | $131K | 46.8% | — |
| 2023 | $184K | $162K | $152K | 35.6% | — |
| 2022 | $153K | $187K | $129K | 85.8% | — |
| 2021 | $356K | $91K | N/A | — | 1 |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.