Human Services (P81Z) IRS Verified DX Registered 990 on File

SENIOR RESOURCE ASSOCIATION INC

EIN: 59-1539957 · VERO BEACH, FL 32960-5770 · United States · FY 2025 Data

3 out of 5 57 / 100 Based on 2+ years of filings

Financial strength (30%) 79/100

Reliability (20%) 55/100

Effectiveness (25%) 88/100

Impact (25%) No data yet

Financial data: FY 2025 · Scored 9/13/2026

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Mission Statement

Senior Resource Association promotes independence and dignity in our community by providing services to older adults and transportation for all.

Financial Overview — FY 2025

$18.7M

Total Revenue

$17.8M

Total Expenses

$7.3M

Net Assets

164

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 85.1%

Fundraising Efficiency 107.9%

Operating Reserve 4.95x

Liability-to-Asset 16.9%

Revenue Diversification 95.8%

Executive Compensation $506K

Compared with Peers

FY 2025

Compared with 1,112 similar organizations (United States, Human Services, $10M–$100M 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	85.1%	87.2%	P10P90	Below median
Admin expense ratio Management and general / total expenses · lower is better	11.9%	11.3%	P10P90	Below median
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	3.0%	0.4%	P10P90	Bottom quarter
Fundraising efficiency Fundraising expenses / gross fundraising income · lower is better	107.9%	468.0%	P10P90	Top quarter
Operating reserve Months of expenses covered by net assets · higher is better	5.0 mo	7.5 mo	P10P90	Below median
Liabilities to assets Total liabilities / total assets · lower is better	16.9%	26.6%	P10P90	Above median
Revenue concentration Share of revenue from the largest source · lower is better	95.8%	91.4%	P10P90	Below median
Revenue growth Year over year revenue growth	22.1%	6.3%	P10P90
Expense growth Year over year expense growth	11.5%	5.3%	P10P90
Surplus margin Surplus as a share of revenue	4.8%	2.8%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2025	$18.7M	$17.8M	$7.3M	85.1%	164
2024	$15.3M	$15.9M	$6.4M	85.5%	181
2023	$13.2M	$13.3M	$7.3M	84.9%	131
2022	$11.1M	$11.4M	$6.9M	84.9%	141
2021	$10.8M	$9.9M	N/A	—	149

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Organization Details

EIN: 59-1539957
State: FL
City: VERO BEACH
ZIP: 32960-5770
Classification: P81Z
Category: Human Services
Rating: 3★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year: 1974
Foundation Code: 15
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

★★★★★ 80–100 ★★★★☆ 60–79 ★★★☆☆ 40–59 ★★☆☆☆ 20–39 ★☆☆☆☆ 1–19

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