Philanthropy & Grantmaking
(T30Z)
990 on File
BERKELEY ELECTRIC TRUST
Financial strength (30%)
65/100
Reliability (20%)
55/100
Effectiveness (25%)
78/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$698K
Total Revenue
$556K
Total Expenses
$305K
Net Assets
0
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
100.0%
Fundraising Efficiency
N/A
Operating Reserve
6.59x
Liability-to-Asset
0.0%
Revenue Diversification
100.0%
Executive Compensation
$19K
Compared with Peers
FY 2025
Compared with 8,005 similar organizations
(United States, Philanthropy & Grantmaking, $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
|
100.0% | 90.0% |
P10P90
|
Top quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
0.0% | 7.6% |
P10P90
|
Top 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
|
6.6 mo | 98.0 mo |
P10P90
|
Bottom 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
|
100.0% | 90.3% |
P10P90
|
Bottom quarter |
|
Surplus margin
Surplus as a share of revenue
|
20.3% | 4.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $698K | $556K | $305K | 100.0% | 0 |
| 2023 | $650K | $659K | $80K | 100.0% | 0 |
| 2022 | $602K | $798K | $89K | 100.0% | 0 |
| 2021 | $493K | $659K | N/A | — | 0 |
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