Philanthropy & Grantmaking
(T12)
990 on File
BARRETT FAMILY FOUNDATION
Financial strength (30%)
92/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$103K
Total Revenue
$54K
Total Expenses
$878K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
82.9%
Fundraising Efficiency
N/A
Operating Reserve
196.55x
Liability-to-Asset
0.0%
Revenue Diversification
92.5%
Compared with Peers
FY 2025
Compared with 11,336 similar organizations
(United States, Philanthropy & Grantmaking, under $100K 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
|
82.9% | 86.1% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
196.6 mo | 119.9 mo |
P10P90
|
Above median |
|
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
|
92.5% | 92.1% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
76.0% | 5.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
11.0% | 2.6% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
48.1% | 11.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $103K | $54K | $878K | 82.9% | — |
| 2024 | $59K | $48K | $828K | 83.7% | — |
| 2023 | $50K | $51K | $818K | 87.3% | — |
| 2022 | $46K | $55K | $818K | 81.3% | — |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.