Human Services
(P750)
IRS Verified
DX Registered
990 on File
RETIREMENT LIVING INC
Financial strength (30%)
82/100
Reliability (20%)
55/100
Effectiveness (25%)
88/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Mission Statement
Marquette, a not-for-profit continuing care retirement community, honoring the dignity and independence of individuals, provides the highest quality of care and services to our residents.
Financial Overview — FY 2023
$36.0M
Total Revenue
$37.6M
Total Expenses
$25.3M
Net Assets
389
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
86.7%
Fundraising Efficiency
N/A
Operating Reserve
8.06x
Liability-to-Asset
81.7%
Revenue Diversification
96.4%
Compared with Peers
FY 2023
Compared with 2,996 similar organizations
(United States, Human Services, $10M–$100M 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
|
86.7% | 87.4% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
13.3% | 11.3% |
P10P90
|
Below median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.0% | 0.2% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
8.1 mo | 6.3 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
81.7% | 34.8% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
96.4% | 93.0% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
8.3% | 6.5% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
9.0% | 8.1% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-4.3% | 1.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $36.0M | $37.6M | $25.3M | 86.7% | 389 |
| 2022 | $33.3M | $34.5M | $22.7M | 86.6% | 376 |
| 2021 | $35.5M | $30.4M | N/A | — | 387 |
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