Form 990 for tax year 2022
Filed by SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION.
Totals
- Total revenue
- $20,557,641
- Total expenses
- $20,272,872
- Contributions and grants received
- $19,304,139
- Grants paid
- $125,900
- Program service revenue
- $853,716
- Investment income
- $81,601
- Other revenue
- $318,185
- Total assets, end of year
- $12,975,173
- Total liabilities, end of year
- $2,303,774
- Net assets or fund balances, end of year
- $10,671,399
- Program services expenses (Part IX)
- $15,907,166
- Management and general expenses
- $4,365,706
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $15,907,166
Program services were 78.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$289,918
-
1e · Government grants (contributions)
$17,053,979
-
1f · All other contributions, gifts and grants
$1,960,242
-
2a · Program service revenue: Other Program Revenue
total $63,667 · related or exempt $63,667
-
2b · Program service revenue: Sales Publication
total $45 · related or exempt $45
-
2c · Program service revenue: Workshop and Seminar
total $552,448 · related or exempt $552,448
-
2d · Program service revenue: Workshop sponsorships
total $237,556 · related or exempt $237,556
-
3 · Investment income
total $81,601 · excluded $81,601
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$758,308
-
8b · Fundraising events: direct expenses
$451,885
-
8c · Net income from fundraising events
total $306,423 · excluded $306,423
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Other Income
total $11,762 · related or exempt $11,762
-
11e · Other revenue, total
$11,762
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $60,000 · program services $60,000
-
2 · Grants to domestic individuals
total $65,900 · program services $65,900
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $1,443,747 · program services $81,628 · management and general $1,362,119
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $3,944,988 · program services $3,165,514 · management and general $779,474
-
8 · Pension plan contributions
total $89,618 · program services $89,618
-
9 · Other employee benefits
total $765,203 · program services $623,940 · management and general $141,263
-
10 · Payroll taxes
total $379,257 · program services $309,267 · management and general $69,990
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $36,589 · program services $36,589
-
11c · Fees: accounting
total $190,419 · program services $190,419
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $501,417 · program services $401,330 · management and general $100,087
-
12 · Advertising and promotion
total $1,554,748 · program services $1,554,748
-
13 · Office expenses
total $146,248 · program services $126,135 · management and general $20,113
-
14 · Information technology
total $1,852,448 · program services $1,674,438 · management and general $178,010
-
15 · Royalties
total $0
-
16 · Occupancy
total $189,644 · program services $189,644
-
17 · Travel
total $55,461 · program services $55,461
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $690,387 · program services $690,387
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $58,788 · management and general $58,788
-
24a · Other expenses: Field Clerical Support Expense
total $5,369,201 · program services $4,900,193 · management and general $469,008
-
24b · Other expenses: Field Expenses Services
total $1,921,822 · program services $734,968 · management and general $1,186,854
-
24c · Other expenses: All Other Expenses
total $444,015 · program services $444,015
-
24d · Other expenses: Field Volunteer Services
total $345,475 · program services $345,475
-
24e · All other expenses
total $167,497 · program services $167,497
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,561,036 · end of year $1,865,183
-
2 · Savings and temporary cash investments
beginning of year $500,908 · end of year $4,082,509
-
3 · Pledges and grants receivable
beginning of year $3,126,320 · end of year $4,452,994
-
4 · Accounts receivable
beginning of year $38,715 · end of year $16,379
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $583,035 · end of year $750,058
-
10a · Land, buildings and equipment: cost or other basis
$822,116
-
10b · Land, buildings and equipment: accumulated depreciation
$127,317
-
10c · Land, buildings and equipment, net
beginning of year $522,380 · end of year $694,799
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $347,947
-
15 · Other assets
beginning of year $484,310 · end of year $765,304
-
17 · Accounts payable and accrued expenses
beginning of year $1,329,150 · end of year $1,834,649
-
19 · Deferred revenue
beginning of year $100,924 · end of year $118,852
-
25 · Other liabilities
end of year $350,273
-
27 · Net assets without donor restrictions
beginning of year $10,335,317 · end of year $10,600,171
-
28 · Net assets with donor restrictions
beginning of year $51,313 · end of year $71,228
Mission and programs · 2022
Mission
SCOREs mission is to foster vibrant small business communities through mentoring and education.
Activities or mission (Part I)
Provide free and confidential small business counseling for entrepreneurs nationwide.
-
To achieve the mission of assisting America's economic development growth and stability by helping small businesses.
Expenses $9,338,258
-
Field Programming and support of small businesses including mentoring, education programs, workshops, webinars, and clients support.
Expenses $6,568,908 · Grants $853,716 · Revenue $125,900
As filed on the 2022 return.
Listed in Part VII
-
Weston Bridget
CEO
- Total calculated
- $350,861
- From this org
- $245,903
- From related orgs
- $70,337
- Other
- $34,621
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $229,607 + $70,337 related
- Bonus
- $16,296
- Other
- not reported
- Deferred
- $14,259
- Nontaxable benefits
- $20,362
- Filer's total
- $280,524 + $70,337 related
-
Peluso Rick
VP of Finance
- Total calculated
- $299,021
- From this org
- $242,301
- From related orgs
- $31,829
- Other
- $24,891
- Hours/week
- 32 + 8 related
Schedule J breakdown matched by us
- Base
- $223,644 + $31,829 related
- Bonus
- $18,657
- Other
- not reported
- Deferred
- $13,079
- Nontaxable benefits
- $11,812
- Filer's total
- $267,192 + $31,829 related
-
Nohe Doug
VP of Field Ops
- Total calculated
- $296,504
- From this org
- $257,620
- From related orgs
- $1,268
- Other
- $37,616
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $237,737 + $1,268 related
- Bonus
- $19,883
- Other
- not reported
- Deferred
- $15,390
- Nontaxable benefits
- $22,226
- Filer's total
- $295,236 + $1,268 related
-
Dougert Elizabeth
VP External Rel
- Total calculated
- $269,928
- From this org
- $207,510
- From related orgs
- $41,420
- Other
- $20,998
- Hours/week
- 32
Schedule J breakdown matched by us
- Base
- $191,970 + $41,420 related
- Bonus
- $15,540
- Other
- not reported
- Deferred
- $11,114
- Nontaxable benefits
- $9,884
- Filer's total
- $228,508 + $41,420 related
-
Capozio Amanda
VP of IT
- Total calculated
- $268,794
- From this org
- $244,832
- From related orgs
- $250
- Other
- $23,712
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $228,574 + $250 related
- Bonus
- $16,258
- Other
- not reported
- Deferred
- $13,828
- Nontaxable benefits
- $9,884
- Filer's total
- $268,544 + $250 related
-
Stennett Candice
VP of Marketing
- Total calculated
- $268,586
- From this org
- $242,182
- From related orgs
- $0
- Other
- $26,404
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $223,644
- Bonus
- $18,538
- Other
- not reported
- Deferred
- $13,114
- Nontaxable benefits
- $13,290
- Filer's total
- $268,586
-
Pasche Stephanie
Dir. Field Opt
- Total calculated
- $188,875
- From this org
- $159,799
- From related orgs
- $0
- Other
- $29,076
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,299
- Bonus
- $12,500
- Other
- not reported
- Deferred
- $8,843
- Nontaxable benefits
- $20,233
- Filer's total
- $188,875
-
McKenzie Doug
Dir. of Finance
- Total calculated
- $178,923
- From this org
- $147,863
- From related orgs
- $1,604
- Other
- $29,456
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,623 + $1,604 related
- Bonus
- $13,240
- Other
- not reported
- Deferred
- $5,395
- Nontaxable benefits
- $24,061
- Filer's total
- $177,319 + $1,604 related
-
Martin Margan
Dir. Field Opt
- Total calculated
- $171,075
- From this org
- $152,913
- From related orgs
- $0
- Other
- $18,162
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $140,590
- Bonus
- $12,323
- Other
- not reported
- Deferred
- $8,718
- Nontaxable benefits
- $9,444
- Filer's total
- $171,075
-
Barnes Lori
Dir. External Rel
- Total calculated
- $168,699
- From this org
- $146,035
- From related orgs
- $0
- Other
- $22,664
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $135,635
- Bonus
- $10,400
- Other
- not reported
- Deferred
- $7,711
- Nontaxable benefits
- $14,953
- Filer's total
- $168,699
-
Voyles Ashley
Dir. Marketing
- Total calculated
- $155,449
- From this org
- $137,597
- From related orgs
- $0
- Other
- $17,852
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $128,413
- Bonus
- $9,184
- Other
- not reported
- Deferred
- $7,862
- Nontaxable benefits
- $9,990
- Filer's total
- $155,449
-
Harkins Scott
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Shaw Tracy
Chair
- Total calculated
- $0
- Hours/week
- 8 + 1 related
-
Manza Bob
Treasurer
- Total calculated
- $0
- Hours/week
- 8 + 1 related
-
McCloskey John
Secretary
- Total calculated
- $0
- Hours/week
- 8 + 1 related
-
Asarpota Mukesh
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Christiansen Julie
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bingel Kelly
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Harley LeBon Cherylyn
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Loftus Patricia
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Klisanich Frank
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lerman Jayne
Director
- Total calculated
- $0
- Hours/week
- 1
-
Montgomery Tameka
Director
- Total calculated
- $0
- Hours/week
- 1
-
Zechman David
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Poland Julie
Vice Chair
- Total calculated
- $0
- Hours/week
- 8 + 1 related
-
Shah Nik
Director
- Total calculated
- $0
- Hours/week
- 1
-
Grimsley Jim
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Trevino Judy
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
OP ELECTRIC LLC
$7,500
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · Support SCORE Assoc. & Volunteer Corps. · DC · controlled entity
Directly controlled by Service Corps of Retired Executives Assn
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 27 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202420589349300232
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