Arts, Culture & Humanities
(A800)
990 on File
PALMETTO TRUST FOR HISTORIC PRESERVATION
Financial strength (30%)
57/100
Reliability (20%)
55/100
Effectiveness (25%)
78/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$200K
Total Revenue
$610K
Total Expenses
$657K
Net Assets
1
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
95.1%
Fundraising Efficiency
N/A
Operating Reserve
12.93x
Liability-to-Asset
7.3%
Revenue Diversification
128.1%
Compared with Peers
FY 2025
Compared with 7,068 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
|
95.1% | 81.9% |
P10P90
|
Top quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
4.8% | 13.7% |
P10P90
|
Above median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.1% | 0.0% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
12.9 mo | 9.4 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
7.3% | 1.5% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
128.1% | 77.2% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
-80.5% | 6.7% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
2.5% | 5.9% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-204.9% | 2.4% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $200K | $610K | $657K | 95.1% | 1 |
| 2024 | $1.0M | $595K | $1.1M | 94.9% | 1 |
| 2023 | $184K | $251K | $635K | 86.8% | 3 |
| 2022 | $264K | $412K | $702K | 87.6% | 3 |
| 2021 | $829K | $770K | N/A | — | 2 |
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