Civic Intelligence

Serc Inc.

990 • Fiscal year 2021 • EIN 23-7134151

Oct 01, 2020 to Sep 30, 2021 • Filed on Jul 20, 2022

Organization ProfileWWW.SERC-NAHRO.ORG

View Organization Page

13413 Forest Springs DrLouisville, KY 40245

(502) 558-7420

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.11x

Higher debt load relative to assets than 66% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.26x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

28th percentile

-0.0%

Higher net margin than 28% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$4,000

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

44th percentile

6.6%

Faster asset growth than 44% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$637,584

Up $39,309 (+6.6%) from 2020

Net Assets

Down

$569,386

Down $11,070 (-1.9%) from 2020

Liabilities

Up

$68,198

Up $50,379 (+283%) from 2020

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin28th percentile

Revenue

Down

$264,228

Down $47,222 (-15%) from 2020

Expenses

Up

$264,357

Up $5,871 (+2.3%) from 2020

Net Income

Down

-$129

Down $53,093 (-100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $404,202Liabilities 2010: $81,927Net Assets 2010: $322,2752010Assets 2011: $375,499Liabilities 2011: $79,488Net Assets 2011: $296,0112011Assets 2012: $362,195Liabilities 2012: $78,491Net Assets 2012: $283,7042012Assets 2020: $598,275Liabilities 2020: $17,819Net Assets 2020: $580,4562020Assets 2021: $637,584Liabilities 2021: $68,198Net Assets 2021: $569,3862021Assets 2022: $670,594Liabilities 2022: $110,067Net Assets 2022: $560,5272022

Highlighted filing

2021

Assets$637,584
Liabilities$68,198
Net Assets$569,386
Open 2021 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2010: $601,8132010Expenses 2011: $560,8702011Expenses 2012: $573,7962012Revenue 2020: $311,450Expenses 2020: $258,486Net Income 2020: $52,9642020Revenue 2021: $264,228Expenses 2021: $264,357Net Income 2021: -$1292021Revenue 2022: $537,736Expenses 2022: $546,595Net Income 2022: -$8,8592022

Highlighted filing

2021

Revenue$264,228
Expenses$264,357
Net Income-$129
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jul 20, 2022
Return Version
2020v4.0
Gross Receipts
$264,228
Mission and Program Overview

Mission

The mission is to provide quality education and training, information, networking opportunities and advocacy to its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$475,274$477,846▲ $2,572
Cash and Non-Interest-Bearing Accounts$119,823$157,990▲ $38,167
Prepaid Expenses and Deferred Charges$3,178$1,748▼ $1,430
Total Assets$598,275$637,584▲ $39,309
Liabilities
Deferred Revenue$17,819$64,150▲ $46,331
Accounts Payable and Accrued Expenses-$4,048-
Total Liabilities$17,819$68,198▲ $50,379
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$580,456$569,386▼ $11,070
Total Net Assets Fund Balance$580,456$569,386▼ $11,070
Total Liabilities and Net Assets / Fund Balance$598,275$637,584▲ $39,309

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$269,869$36,960▲ $1,987-$308,815
2019$225,003$42,704▲ $2,162-$269,869
2018$221,097-▲ $3,906-$225,003
2017$202,077$18,301▲ $719-$221,097
2016$175,599$25,663▲ $815-$202,077
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleBaseTotal
Shaundra ClarkPresident$4,000$4,000

Board Members and Trustees

NameTitle
Ron JonesAlabama Stat
Shannon YoungFlorida Stat
Latonia SimmonsGeorgia Stat
Shauna BloomKentucky Sta
Jason SpencerMississippi
Michael DineenN Carolina S
Ivory MathewsS Carolina S
Michael WongSecretary
Anthony Goodson JrSenior Vice
Maria CatronTennessee St
Cindy HarringtonTreasurer
Michael WongVirginia Sta
Danny WalkerVP of Comm R
Harry HoweVP of Commis
James CoxVP of Housin
Mike SweetVP of Member
Connie HowardVP of Pro. D
Mark TaylorW Virginia S
Revenue and Support

Revenue Composition

Contributions and Grants
$138,734
Program Service Revenue
$123,100
Investment Income
$585
Other Revenue
$1,809
All Other Contributions
$29,096
Change in Net Assets
$-129

Audited Revenue Reconciliation

Revenue per Audited Statements
$264,228
Total Revenue per Audited Statements
$264,228
Total Revenue per Form 990
$264,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$178,486
Grants and Similar Amounts Paid$81,871
Salaries, Compensation, and Employee Benefits$4,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$81,871--$81,871
Current Officers, Directors, Trustees, and Key Employees-$4,000-$4,000
Insurance-$3,898-$3,898
Other Expenses$172,569$2,019-$2,019
Total Functional Expenses$254,440$9,917$0$264,357

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$264,357
Total Expenses per Audited Statements$264,357
Total Expenses per Form 990$264,357
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Serc-nahroLouisville, KYGovEducation$81,871
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Serc Inc
EIN
23-7134151
Phone
5025587420
Address
13413 FOREST SPRINGS DR, LOUISVILLE, KY 40245

Signing Officer

Name
Cindy Harrington
Title
Treasurer
Phone
5025587420
Signed
2022-07-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shaundra Clark
Formed
1971
Legal Domicile
Al
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
241

Preparer

Firm
Phillip C Jarrell LLC
Address
43 N TALLAHASSEE ST, HAZLEHURST, GA 31539-6701
Preparer
Phillip C Jarrell CPA
Phone
9123074555
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0580456
IRS990/NetAssetsOrFundBalancesEOYAmt0569386
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IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0CONFERENCES & TRAININGS
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02019
IRS990/OtherExpensesGrp/ProgramServicesAmt0172569
IRS990/OtherExpensesGrp/TotalAmt0172569
IRS990/OtherExpensesGrp/TotalAmt12019
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01809
IRS990/OtherRevenueTotalAmt01809
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03178
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01748
IRS990/PrincipalOfficerNm0SHAUNDRA CLARK
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL CONFERENCE
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IRS990/PYContributionsGrantsAmt0115122
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0126797
IRS990/PYInvestmentIncomeAmt01079
IRS990/PYOtherExpensesAmt0127689
IRS990/PYOtherRevenueAmt0874
IRS990/PYProgramServiceRevenueAmt0194375
IRS990/PYRevenuesLessExpensesAmt052964
IRS990/PYSalariesCompEmpBnftPaidAmt04000
IRS990/PYTotalExpensesAmt0258486
IRS990/PYTotalRevenueAmt0311450
IRS990/ReconcilationRevenueExpnssAmt0-129
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0123100
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0475274
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0477846
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0138734
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0115122
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0129955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0126839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0130780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0641430
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0585
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01079
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02393
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01091
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0842
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0124909
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0195249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0481110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0401145
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0494957
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01697370
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0585
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01079
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02393
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01091
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0842
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05990
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99740
IRS990ScheduleA/PublicSupportPY509Pct00.99780
IRS990ScheduleA/PublicSupportTotal509Amt02338800
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0263643
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0310371
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0611065
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0527984
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0625737
IRS990ScheduleA/Total509Grp/TotalAmt02338800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0264228
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0311450
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0613458
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0529075
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0626579
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02344790
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt036960
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0308815
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01987
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0225003
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt042704
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0269869
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02162
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0221097
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0225003
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03906
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0202077
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt018301
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0221097
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0719
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0175599
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt025663
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0202077
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0815
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
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IRS990ScheduleD/RevenueSubtotalAmt0264228
IRS990ScheduleD/TotalExpensesPerForm990Amt0264357
IRS990ScheduleD/TotalRevenuePerForm990Amt0264228
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0264228
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0264357
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt081871
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SERC-NAHRO
IRS990ScheduleI/RecipientTable/RecipientEIN0521629630
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt013413 FOREST SPRINGS DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd040245
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$637,584
Liabilities
$68,198
Net assets
$569,386
Revenue
$264,228
Expenses
$264,357
Net income
-$129
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.71$1.10$5.61$5.38$5.47$0.09
2021Detailed filing. Detailed filing data is available for this year.$6.38$0.68$5.69$2.64$2.64$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.98$0.18$5.80$3.11$2.58$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$0.78$2.84$5.74
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.79$2.96$5.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.82$3.22$6.02