Skip to content
Nonprofiteer
← SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION

Form 990 for tax year 2023

Filed by SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION.

Totals

Total revenue
$21,690,910
Total expenses
$20,939,039
Contributions and grants received
$20,098,497
Grants paid
$126,144
Program service revenue
$1,167,993
Investment income
$238,495
Other revenue
$185,925
Total assets, end of year
$13,258,630
Total liabilities, end of year
$1,835,360
Net assets or fund balances, end of year
$11,423,270
Program services expenses (Part IX)
$15,751,702
Management and general expenses
$5,187,337
Fundraising expenses
$0
Program service expenses (Part III)
$15,751,702

Program services were 75.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Weston Bridget

    CEO

    Total calculated
    $373,571
    From this org
    $258,873
    From related orgs
    $80,365
    Other
    $34,333
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,873 + $80,365 related
    Bonus
    $21,000
    Other
    not reported
    Deferred
    $14,839
    Nontaxable benefits
    $19,494
    Filer's total
    $293,206 + $80,365 related

  • Peluso Rick

    VP of Finance

    Total calculated
    $318,356
    From this org
    $260,549
    From related orgs
    $32,363
    Other
    $25,444
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $241,831 + $32,363 related
    Bonus
    $18,718
    Other
    not reported
    Deferred
    $13,973
    Nontaxable benefits
    $11,471
    Filer's total
    $285,993 + $32,363 related

  • Nohe Doug

    VP of Field Ops

    Total calculated
    $311,150
    From this org
    $273,187
    From related orgs
    $2,427
    Other
    $35,536
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,436 + $2,427 related
    Bonus
    $20,751
    Other
    not reported
    Deferred
    $14,650
    Nontaxable benefits
    $20,886
    Filer's total
    $308,723 + $2,427 related

  • Capozio Amanda

    VP of IT

    Total calculated
    $286,747
    From this org
    $261,819
    From related orgs
    $1,246
    Other
    $23,682
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,374 + $1,246 related
    Bonus
    $20,445
    Other
    not reported
    Deferred
    $14,436
    Nontaxable benefits
    $9,246
    Filer's total
    $285,501 + $1,246 related

  • Dougert Elizabeth

    VP External Rel

    Total calculated
    $282,666
    From this org
    $231,836
    From related orgs
    $28,994
    Other
    $21,836
    Hours/week
    34 + 6 related

    Schedule J breakdown matched by us

    Base
    $214,703 + $28,994 related
    Bonus
    $17,133
    Other
    not reported
    Deferred
    $12,657
    Nontaxable benefits
    $9,179
    Filer's total
    $253,672 + $28,994 related

  • Stennett Candice

    VP of Marketing

    Total calculated
    $281,315
    From this org
    $248,763
    From related orgs
    $2,451
    Other
    $30,101
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,298 + $2,451 related
    Bonus
    $19,465
    Other
    not reported
    Deferred
    $14,034
    Nontaxable benefits
    $16,067
    Filer's total
    $278,864 + $2,451 related

  • McKenzie Doug

    Dir. of Finance

    Total calculated
    $197,608
    From this org
    $147,544
    From related orgs
    $6,176
    Other
    $43,888
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,337 + $6,176 related
    Bonus
    $13,207
    Other
    not reported
    Deferred
    $5,412
    Nontaxable benefits
    $38,476
    Filer's total
    $191,432 + $6,176 related

  • Pasche Stephanie

    Dir. Field Opt.

    Total calculated
    $187,935
    From this org
    $159,444
    From related orgs
    $0
    Other
    $28,491
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,319
    Bonus
    $13,125
    Other
    not reported
    Deferred
    $9,324
    Nontaxable benefits
    $19,167
    Filer's total
    $187,935

  • Martin Morgan

    Dir. Field Op.

    Total calculated
    $178,989
    From this org
    $161,034
    From related orgs
    $0
    Other
    $17,955
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,094
    Bonus
    $12,940
    Other
    not reported
    Deferred
    $9,192
    Nontaxable benefits
    $8,763
    Filer's total
    $178,989

  • Schultz Erin

    Dir. Field Opt

    Total calculated
    $176,397
    From this org
    $149,212
    From related orgs
    $0
    Other
    $27,185
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,107
    Bonus
    $12,105
    Other
    not reported
    Deferred
    $8,714
    Nontaxable benefits
    $18,471
    Filer's total
    $176,397

  • Holmes Stephanie

    Dir. of Major Proj

    Total calculated
    $152,882
    From this org
    $135,452
    From related orgs
    $0
    Other
    $17,430
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,427
    Bonus
    $11,025
    Other
    not reported
    Deferred
    $7,816
    Nontaxable benefits
    $9,614
    Filer's total
    $152,882

  • Shaw Tracy

    Chair

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Poland Julie

    Vice Chair

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Trevino Judy

    Treasurer

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Lerman Jayne

    Secretary

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • McCloskey John

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Manza Bob

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Asarpota Mukesh

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bingel Kelly

    Director

    Total calculated
    $0
    Hours/week
    1

  • Christiansen Julie

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Harkins Scott

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Klisanich Frank

    Director

    Total calculated
    $0
    Hours/week
    1

  • Loftus Patricia

    Director

    Total calculated
    $0
    Hours/week
    1

  • Shah Nik

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brimacomb Rick

    Director

    Total calculated
    $0
    Hours/week
    1

  • Casas Ricardo

    Director

    Total calculated
    $0
    Hours/week
    1

  • Smith Steve

    Director

    Total calculated
    $0
    Hours/week
    1

  • Zechman David

    Director

    Total calculated
    $0
    Hours/week
    1

  • Harley LeBon Cherylyn

    Director

    Total calculated
    $0
    Hours/week
    1

  • Montgomery Tameka

    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 · Form 990 of other organizations
  • 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

No itemized grants to organizations on this return.

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.

  • SCORE Foundation

    501(c)(3) · Support SCORE Assoc. & Volunteer Corps. · DC · controlled entity

    Directly controlled by SCORE Association

Provenance

Return type
form_990
Tax year
2023
Filed
2 July 2025
IRS schema version
2023v6.0
Source object
202541839349300419

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.