Mutual & Membership Benefit
(Y99)
990 on File
STEPANSKI FAMILY CHARITABLE TRUST
Financial strength (30%)
49/100
Reliability (20%)
50/100
Effectiveness (25%)
21/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$126K
Total Revenue
$123K
Total Expenses
$644K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
32.5%
Fundraising Efficiency
N/A
Operating Reserve
62.78x
Liability-to-Asset
1.5%
Revenue Diversification
30.1%
Executive Compensation
$0
Compared with Peers
FY 2023
Compared with 156 similar organizations
(United States, Mutual & Membership Benefit, $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
|
32.5% | 90.1% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
62.8 mo | 27.1 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
1.5% | 0.1% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
30.1% | 85.0% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
-68.5% | 10.3% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
52.9% | 11.1% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
2.2% | 4.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $126K | $123K | $644K | 32.5% | — |
| 2022 | $400K | $80K | $627K | 49.8% | — |
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