Reality San Francisco · Care & Compassion (100)
Benevolence & Compassion Dashboard
2026 YTD · searchable & filterable by month · click any tile for recipient / partner detail · QBO P&L by Class
Care & Compassion (100) · Budget Owner — Kevin · First Trimester 2026
Caring for our people and partnering with our city
This dashboard covers the two outward-facing arms of Care & Compassion: Benevolence — direct assistance to people in hardship — and Justice & Outreach — partnership with mission and humanitarian organizations and individual missionaries. Through April, $292,823 was deployed across both against a combined $537,200 annual budget. Every figure ties to QuickBooks by class.
Benevolence YTD
$60k
66 households · 27% of $222k budget · Manager: Heather
Justice & Outreach YTD
$233k
34 partners · 74% of $315k budget · Manager: Lindsay
Combined Deployed
$293k
55% of the $537k combined annual budget at 33% of year
Designated Giving In
$7k
restricted gifts received to the benevolence fund
First Trimester Review · January – April 2026
Both arms are tracking to plan, with very different rhythms. Benevolence runs steadily month to month as needs arise, sitting at about a quarter of its annual budget. Justice & Outreach is front-loaded — major organization-partner commitments were largely disbursed by March, putting it near its full-year budget early; this is timing, not overspending. Year-over-year, benevolence is moderating from an unusually high 2025, while partnership giving holds steady.
First trimester highlights
- Benevolence — $60,288 to 66 households. Housing and rent assistance led, followed by medical/dental and emergency support. Steady month-to-month deployment.
- Justice & Outreach — $232,535 across 34 partners. Anchored by education partners (Buena Vista Horace Mann, Rise University Prep) and humanitarian partner Mobilize Love.
- Org partners $167,354 · individual partners $45,200. 18 organizations and 16 missionaries/families supported, several on steady monthly commitments.
- March was the peak month for J&O as annual organization-partner gifts were disbursed; expect a lighter back half of the year on that line.
- Designated giving of $6,962 flowed into the benevolence fund — restricted gifts that offset benevolence outflow.
How to use this dashboard
- The Benevolence and Compassion (J&O) tabs each open with a summary banner, then KPI tiles, charts, and a full detail table.
- Click any KPI tile (category, org partners, individual partners, focus area) to open a drawer with the underlying recipients or partners and their month-by-month amounts.
- Search any tab by recipient, partner, organization, or focus area — the tiles, charts, and tables all recalculate live.
- Filter by month using the Jan / Feb / Mar / Apr chips; charts dim inactive months and totals update to the selected period.
- Charts include a trailing-YTD line (spend vs. designated giving), a month-by-month bar, a category/focus breakdown, and a year-over-year comparison (2024 / 2025 / 2026 YTD).
- Roles: Kevin is Budget Owner for Care & Compassion; Heather manages Benevolence and Lindsay manages Justice & Outreach.
All figures from QBO P&L Detail by Class · Jan–Apr 2026. Year-over-year compares 2024 and 2025 full years against 2026 year-to-date (Jan–Apr), so 2026 bars are partial-year by design.
Trailing YTD — J&O Deployment
Cumulative total with org & individual partner curves
Month-by-Month
J&O spend & Almsgiving (designated in) · click any bar for that month's detail
Org Partners by Focus Area
Click a slice or a tile above to drill into partners
Year over Year — Justice & Outreach
2024 & 2025 full year (fixed reference) · 2026 bar tracks your month filter & search · partner splits stacked