Human Services
(P80Z)
990 on File
CATAWBA AREA AGENCY ON AGING
Financial strength (30%)
69/100
Reliability (20%)
55/100
Effectiveness (25%)
81/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$5.4M
Total Revenue
$5.5M
Total Expenses
$242K
Net Assets
18
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
75.1%
Fundraising Efficiency
N/A
Operating Reserve
0.53x
Liability-to-Asset
68.5%
Revenue Diversification
100.0%
Executive Compensation
$112K
Compared with Peers
FY 2025
Compared with 3,979 similar organizations
(United States, Human Services, $1M–$10M 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
|
75.1% | 85.4% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
24.9% | 11.5% |
P10P90
|
Bottom quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.0% | 0.5% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
0.5 mo | 9.3 mo |
P10P90
|
Bottom quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
68.5% | 12.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
100.0% | 92.3% |
P10P90
|
Bottom quarter |
|
Surplus margin
Surplus as a share of revenue
|
-0.5% | 2.7% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $5.4M | $5.5M | $242K | 75.1% | 18 |
| 2023 | $4.9M | $4.9M | $227K | 72.2% | 21 |
| 2022 | $3.8M | $3.8M | $255K | 70.6% | 18 |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.