Are you serious about evaluating and improving your organization's operations? Data from ASAE can benefit CEOs, deputy CEOs, chief financial officers, managers, and volunteer leaders, who can use the information to

• compare financial and operational benchmarks against similar organizations
• measure key performance ratios
• identify potential areas for improvement
• strategize and make recommendations for the allocation of association resources
• track trends over time to inform decision making
• support board presentations
• gain an accurate picture of the organization’s financial performance and financial position

Revenue, expense, and balance-sheet data are organized by budget size, tax status, membership type, and geographic scope to allow you to compare your organization’s ratios in meaningful ways.

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Association Finance & Operations Navigator: Operating Ratio Metrics to Evaluate Organizational Health, Spring 2026 Edition is updated and expanded. Formerly known as the Association Operating Ratio Report, this benchmarking resource provides a clear, data-driven framework for evaluating organizational performance.   Now included is year-over-year data from 2023-2019 that offers visibility into how associations are evolving, which is critical for informed forecasting and strategic planning.  The update also includes practical guidance and actionable insights from financial experts.

Association Investment Policies, Practices, and Performance provides results of an annual ASAE survey on association investments. This report also includes information on reserve policies.