National Active and Retired Federal Employees Association

Nonprofit profile at a glance

EIN
942751137
IRS 990-EZ coverage
2017–2024
Forms available
Form 990-EZ 2024, Form 990-N 2009
Location
San Francisco, CA, USA
Phone
4154120488
Rating
88
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$79,119
Expenses
$69,701
Assets
$296,897
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Pauline Jue (President)
  • Linda Ingram (Vice President)

People named in this filing

  • Pauline Jue (President)
  • Linda Ingram (Vice President)
  • Juanita Pardun (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Provide benefits information for active and retired federal employees in California. Providing newsletters, training, presentations, and events statewide. Advocate for legislation to protect and improve benefits, provide legislative training and visit congressional offices in California. Develop member leadership skills among current leaders and encourage new leaders. Support local chapters in communities to effect a local presence in various cities across California.

What it reported doing in 2024

Provided information about NARFE issues and federal employee benefits. Communicated the mission and training opportunities for all 12000 members through regular communication at the state and local levels. Provided more than 60 chapters with leadership training and information to encourage their success. Contacted most of the Congressional offices in CA to communicate the interests and accomplishments of NARFE and the contributions of Federal workers in their districts and across the state. Preparing to send more than 40 members to attend the national conference to learn leadership skills, legislative issues, and benefits information

Operating model

Revenue model
Membership-supported. 65% of the money available for current operations came from membership dues.
Distribution model
Grant intermediary. The nonprofit sent 94% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 93
  • Transparency & Controls: 82
  • Sustainability: 69
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 88.8%; rating input score 89
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 11.9%; rating input score 64; 64th percentile among comparable filings
  • Total-asset coverage ratio: 4.26; rating input score 81; 81st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 4.8% per year; rating input score 100; 62nd percentile among comparable filings
  • Revenue growth: 0.1% per year; rating input score 100; 52nd percentile among comparable filings
  • Asset growth: 10.8% per year; rating input score 100; 74th percentile among comparable filings

Details

  • Where the money goes: 88.8% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $70K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 6 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Sustainability: Officer compensation ratio scored 56/100.