Arts, Culture & Humanities
(A80)
990 on File
WAVERLEY HISTORIC FOUNDATION
Financial strength (30%)
71/100
Reliability (20%)
50/100
Effectiveness (25%)
48/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$243K
Total Revenue
$123K
Total Expenses
$235K
Net Assets
0
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
59.2%
Fundraising Efficiency
N/A
Operating Reserve
22.85x
Liability-to-Asset
21.4%
Revenue Diversification
98.8%
Compared with Peers
FY 2025
Compared with 8,038 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
|
59.2% | 81.9% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
40.8% | 13.8% |
P10P90
|
Bottom quarter |
|
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
|
22.9 mo | 9.5 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
21.4% | 1.5% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
98.8% | 77.8% |
P10P90
|
Bottom quarter |
|
Surplus margin
Surplus as a share of revenue
|
49.3% | 2.4% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $243K | $123K | $235K | 59.2% | 0 |
| 2023 | $12K | $16K | $117K | 15.9% | 0 |
| 2022 | $4K | $16K | $124K | 82.9% | 0 |
| 2021 | $88K | $90K | N/A | — | 0 |
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