Philanthropy & Grantmaking
(T20J)
990 on File
C B & ANITA BRANCH TRUST
Financial strength (30%)
87/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$2.2M
Total Revenue
$2.7M
Total Expenses
$36.5M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
92.8%
Fundraising Efficiency
N/A
Operating Reserve
164.31x
Liability-to-Asset
0.0%
Revenue Diversification
91.4%
Executive Compensation
$350K
Compared with Peers
FY 2025
Compared with 1,971 similar organizations
(United States, Philanthropy & Grantmaking, $1M–$10M 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
|
92.8% | 91.4% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
164.3 mo | 61.1 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
|
91.4% | 90.9% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
7.1% | 9.0% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-10.6% | 8.8% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-18.8% | 2.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $2.2M | $2.7M | $36.5M | 92.8% | — |
| 2024 | $2.1M | $3.0M | $36.9M | 94.8% | — |
| 2023 | $1.9M | $3.4M | $37.9M | 94.9% | — |
| 2022 | $2.0M | $3.1M | $39.5M | 95.2% | — |
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