Human Services
(P20)
IRS Verified
DX Registered
990 on File
EFFECTIVE PLANNING INNOVATIVE COMMUNICATION INC
Financial strength (30%)
76/100
Reliability (20%)
55/100
Effectiveness (25%)
76/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$7.6M
Total Revenue
$7.9M
Total Expenses
$3.4M
Net Assets
112
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
94.4%
Fundraising Efficiency
N/A
Operating Reserve
5.19x
Liability-to-Asset
23.4%
Revenue Diversification
95.1%
Executive Compensation
$117K
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
|
94.4% | 85.4% |
P10P90
|
Top quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
5.4% | 11.5% |
P10P90
|
Top quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.3% | 0.5% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
5.2 mo | 9.3 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
23.4% | 12.0% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
95.1% | 92.3% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
0.0% | 5.5% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
4.9% | 5.6% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-3.3% | 2.7% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $7.6M | $7.9M | $3.4M | 94.4% | 112 |
| 2024 | $7.6M | $7.5M | $3.7M | 93.9% | 110 |
| 2023 | $6.4M | $6.6M | $3.5M | 94.0% | 119 |
| 2022 | $6.5M | $6.4M | $3.7M | 94.5% | 117 |
| 2021 | $14.6M | $5.8M | N/A | — | 108 |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.