Charity Search / AMY J BARE CHARITABLE TR
Human Services (P20) 990 on File

AMY J BARE CHARITABLE TR

EIN: 20-0358104 · TIVERTON, RI 02878-3525 · United States · FY 2025 Data
3 out of 5 52 / 100 Based on 2+ years of filings
Financial strength (30%) 94/100
Reliability (20%) 55/100
Effectiveness (25%) 51/100
Impact (25%) No data yet
Financial data: FY 2025 · Scored 9/13/2026
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CharityAI™ Score
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Financial Overview — FY 2025
$140K
Total Revenue
$113K
Total Expenses
$1.7M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 75.5%
Fundraising Efficiency N/A
Operating Reserve 179.49x
Liability-to-Asset 0.0%
Revenue Diversification 99.4%
Executive Compensation $19K
Compared with Peers
FY 2025
Compared with 7,718 similar organizations (United States, Human Services, $100K–$1M 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
75.5% 87.1%
P10P90
Below median
Operating reserve
Months of expenses covered by net assets · higher is better
179.5 mo 8.7 mo
P10P90
Top quarter
Liabilities to assets
Total liabilities / total assets · lower is better
0.0% 1.1%
P10P90
Top quarter
Revenue concentration
Share of revenue from the largest source · lower is better
99.4% 95.9%
P10P90
Below median
Surplus margin
Surplus as a share of revenue
19.5% 2.4%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2025 $140K $113K $1.7M 75.5% —
2023 $91K $129K $1.6M 81.2% —
2022 $158K $120K $1.7M 81.5% —
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Organization Details
EIN
20-0358104
State
RI
City
TIVERTON
ZIP
02878-3525
Classification
P20
Category
Human Services
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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