Philanthropy & Grantmaking
(T90)
990 on File
JOHN M & JANIE R LEE CHARITABLE TR
Financial strength (30%)
90/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2026
$680K
Total Revenue
$381K
Total Expenses
$4.0M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
86.6%
Fundraising Efficiency
N/A
Operating Reserve
126.29x
Liability-to-Asset
0.0%
Revenue Diversification
92.8%
Executive Compensation
$30K
Compared with Peers
FY 2026
Compared with 213 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
|
86.6% | 86.4% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
126.3 mo | 136.4 mo |
P10P90
|
Below 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
|
92.8% | 90.6% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
296.9% | 17.7% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
9.5% | 9.4% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
44.0% | 11.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2026 | $680K | $381K | $4.0M | 86.6% | — |
| 2025 | $171K | $347K | $3.7M | 85.6% | — |
| 2024 | $263K | $331K | $3.9M | 85.4% | — |
| 2023 | $355K | $461K | $3.9M | 90.3% | — |
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