Human Services
(P81Z)
990 on File
ACTIVE RETIREMENT ASSOCIATION
Financial strength (30%)
86/100
Reliability (20%)
55/100
Effectiveness (25%)
61/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$80K
Total Revenue
$76K
Total Expenses
$114K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
86.5%
Fundraising Efficiency
N/A
Operating Reserve
17.90x
Liability-to-Asset
0.0%
Revenue Diversification
71.0%
Compared with Peers
FY 2025
Compared with 6,637 similar organizations
(United States, Human Services, under $100K 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
|
86.5% | 84.3% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
17.9 mo | 14.3 mo |
P10P90
|
Above median |
|
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
|
71.0% | 100.0% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
-19.6% | -0.6% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-20.2% | -0.4% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
4.9% | 7.7% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $80K | $76K | $114K | 86.5% | — |
| 2024 | $100K | $96K | $110K | 91.2% | — |
| 2023 | $75K | $71K | $106K | 86.5% | — |
| 2022 | $127K | $116K | N/A | — | 1 |
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