Public & Societal Benefit
(W99)
990 on File
OWENS FAMILY CHARITABLE FOUNDATION
Financial strength (30%)
90/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$847K
Total Revenue
$522K
Total Expenses
$9.3M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
86.3%
Fundraising Efficiency
N/A
Operating Reserve
214.85x
Liability-to-Asset
0.0%
Revenue Diversification
92.4%
Executive Compensation
$28K
Compared with Peers
FY 2024
Compared with 1,513 similar organizations
(United States, Public & Societal Benefit, $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
|
86.3% | 85.7% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
214.9 mo | 8.5 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.6% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
92.4% | 97.0% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
77.2% | 9.4% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-4.3% | 11.8% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
38.4% | 2.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $847K | $522K | $9.3M | 86.3% | — |
| 2023 | $478K | $545K | $9.0M | 85.9% | — |
| 2022 | $667K | $560K | $9.1M | 84.2% | — |
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