Human Services
(P73Z)
990 on File
BELL OAKS INC
Financial strength (30%)
95/100
Reliability (20%)
55/100
Effectiveness (25%)
75/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$1.1M
Total Revenue
$948K
Total Expenses
$1.4M
Net Assets
26
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
80.1%
Fundraising Efficiency
N/A
Operating Reserve
18.11x
Liability-to-Asset
2.1%
Revenue Diversification
92.8%
Executive Compensation
$75K
Compared with Peers
FY 2023
Compared with 20,874 similar organizations
(United States, Human Services, $100K–$1M 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
|
80.1% | 86.4% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
19.9% | 10.4% |
P10P90
|
Below median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
18.1 mo | 8.6 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
2.1% | 1.8% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
92.8% | 96.8% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
4.1% | 7.2% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-5.2% | 11.5% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
13.4% | 2.1% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $1.1M | $948K | $1.4M | 80.1% | 26 |
| 2022 | $1.1M | $1.0M | $1.3M | 81.4% | 34 |
| 2021 | $1.3M | $1.1M | N/A | — | 35 |
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