Sons in Retirement Incorporated

Nonprofit profile at a glance

EIN
946117562
IRS 990-EZ coverage
2015–2025
Forms available
Form 990-EZ 2025, Form 990-N 2021
Location
Benicia, CA, USA
Rating
68
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$100,065
Expenses
$94,428
Assets
$103,107

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • Fred Serena (President)
  • Nick Feimer (Vice President)

People named in this filing

  • Wesley Howard (Secretary)
  • Fred Serena (President)
  • Carl Mason (Treasurer)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The organizations goal is to provide retired men activities and a chance to make friends for life. We thrive to support the spiritual and social welfare of retired men and their wives. It has been proven that this age group requires an active social life to remain healthy and live longer

What it reported doing in 2025

We provide some 9,000 retired men with activities and companionship with other like men and wives. It has been proven that this age group requires an active social life to remain healthy and live longer.

Operating model

Revenue model
Donor-supported. 99% of the money available for current operations came from contributions and gifts.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. Expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 41
  • Transparency & Controls: 100
  • Sustainability: 47
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 65.3%; rating input score 65
  • Program expense ratio: Limited

Transparency & Controls

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

Sustainability

  • Operating margin: 5.6%; rating input score 46; 46th percentile among comparable filings
  • Total-asset coverage ratio: 1.09; rating input score 62; 62nd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 0.3% per year; rating input score 100; 30th percentile among comparable filings
  • Revenue growth: 0.7% per year; rating input score 100; 21st percentile among comparable filings
  • Asset growth: 2.6% per year; rating input score 100; 34th percentile among comparable filings

Details

  • Where the money goes: 65.3% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 10 filing years from 2015 to 2025
  • 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.

  • Moderate — Sustainability: Operating margin scored 46/100.