Philanthropy & Grantmaking
(T30)
990 on File
STIFEL CHARITABLE INC
Financial strength (30%)
85/100
Reliability (20%)
45/100
Effectiveness (25%)
65/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$340.5M
Total Revenue
$59.5M
Total Expenses
$507.9M
Net Assets
0
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
91.5%
Fundraising Efficiency
N/A
Operating Reserve
102.46x
Liability-to-Asset
0.2%
Revenue Diversification
88.7%
Executive Compensation
$182K
Compared with Peers
FY 2024
Compared with 923 similar organizations
(United States, Philanthropy & Grantmaking, $10M–$100M in expenses), FY 2024.
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
|
91.5% | 91.7% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
8.5% | 6.2% |
P10P90
|
Below median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.0% | 2.2% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
102.5 mo | 70.2 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.2% | 2.5% |
P10P90
|
Above median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
88.7% | 88.2% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
330.9% | 17.6% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
67.6% | 10.6% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
82.5% | 6.3% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $340.5M | $59.5M | $507.9M | 91.5% | 0 |
| 2023 | $79.0M | $35.5M | $223.5M | 90.8% | 0 |
| 2022 | $77.6M | $26.4M | $158.4M | 90.7% | 0 |
| 2021 | $181.5M | $16.4M | N/A | — | 0 |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.