Philanthropy & Grantmaking
(T20Z)
990 on File
PAUL & SHERRY BROADHEAD FOUNDATION
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 2026
$2.4M
Total Revenue
$1.6M
Total Expenses
$26.6M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
89.9%
Fundraising Efficiency
N/A
Operating Reserve
198.88x
Liability-to-Asset
0.0%
Revenue Diversification
95.0%
Executive Compensation
$42K
Compared with Peers
FY 2026
Compared with 85 similar organizations
(United States, Philanthropy & Grantmaking, $1M–$10M 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
|
89.9% | 90.8% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
198.9 mo | 63.4 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
|
95.0% | 93.3% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
43.4% | 8.2% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
3.9% | 9.7% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
34.3% | 0.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2026 | $2.4M | $1.6M | $26.6M | 89.9% | — |
| 2025 | $1.7M | $1.5M | $25.7M | 90.2% | — |
| 2024 | $1.8M | $1.4M | $25.6M | 90.3% | — |
| 2023 | $291K | $1.6M | $25.2M | 92.2% | — |
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