Philanthropy & Grantmaking
(T900)
990 on File
GEORGE W HOLMES ARTICLE VI TRUST 58041140
Financial strength (30%)
84/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2026
$463K
Total Revenue
$430K
Total Expenses
$6.3M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
82.3%
Fundraising Efficiency
N/A
Operating Reserve
175.51x
Liability-to-Asset
0.0%
Revenue Diversification
83.3%
Executive Compensation
$76K
Compared with Peers
FY 2026
Compared with 501 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2026.
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
|
82.3% | 86.8% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
175.5 mo | 121.2 mo |
P10P90
|
Top quarter |
|
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
|
83.3% | 91.1% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
40.1% | 13.8% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
51.4% | 8.0% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
7.1% | 10.1% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2026 | $463K | $430K | $6.3M | 82.3% | — |
| 2025 | $331K | $284K | $6.3M | 73.6% | — |
| 2024 | $325K | $514K | $6.2M | 87.3% | — |
| 2023 | $222K | $473K | $6.4M | 85.2% | — |
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