Medical Research
(H99)
990 on File
JOSEPH PETER BARTZIS FOUNDATION
Financial strength (30%)
48/100
Reliability (20%)
45/100
Effectiveness (25%)
41/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$67K
Total Revenue
$12K
Total Expenses
$183K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
59.8%
Fundraising Efficiency
107.4%
Operating Reserve
187.33x
Liability-to-Asset
N/A
Revenue Diversification
97.4%
Compared with Peers
FY 2023
Compared with 1,152 similar organizations
(United States, Medical Research, under $100K in expenses), FY 2023.
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
|
59.8% | 80.3% |
P10P90
|
Below median |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
107.4% | 39.4% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
187.3 mo | 37.0 mo |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
97.4% | 100.0% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-15.8% | -1.6% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
22.3% | -3.6% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
82.4% | 12.7% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $67K | $12K | $183K | 59.8% | — |
| 2022 | $79K | $10K | $120K | 62.7% | — |
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