Civic Intelligence

Serc Inc.

990 • Fiscal year 2022 • EIN 23-7134151

Oct 01, 2021 to Sep 30, 2022 • Filed on Mar 31, 2023

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

73rd percentile

0.16x

Higher debt load relative to assets than 73% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.20x

Higher debt load relative to revenue than 76% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

33rd percentile

-1.6%

Higher net margin than 33% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$4,000

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

57th percentile

5.2%

Faster asset growth than 57% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

89th percentile

104%

Faster revenue growth than 89% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$670,594

Up $33,010 (+5.2%) from 2021

Net Assets

Down

$560,527

Down $8,859 (-1.6%) from 2021

Liabilities

Up

$110,067

Up $41,869 (+61%) from 2021

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin33rd percentile

Revenue

Up

$537,736

Up $273,508 (+104%) from 2021

Expenses

Up

$546,595

Up $282,238 (+107%) from 2021

Net Income

Down

-$8,859

Down $8,730 (-6767%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2022

Assets$670,594
Liabilities$110,067
Net Assets$560,527
Open 2022 Filing

Operations Trend

Revenue Growth89th 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

2022

Revenue$537,736
Expenses$546,595
Net Income-$8,859
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Mar 31, 2023
Return Version
2021v4.0
Gross Receipts
$537,736
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$477,846$479,230▲ $1,384
Cash and Non-Interest-Bearing Accounts$157,990$189,590▲ $31,600
Prepaid Expenses and Deferred Charges$1,748$1,774▲ $26
Total Assets$637,584$670,594▲ $33,010
Liabilities
Deferred Revenue$64,150$99,859▲ $35,709
Accounts Payable and Accrued Expenses$4,048$10,208▲ $6,160
Total Liabilities$68,198$110,067▲ $41,869
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$569,386$560,527▼ $8,859
Total Net Assets Fund Balance$569,386$560,527▼ $8,859
Total Liabilities and Net Assets / Fund Balance$637,584$670,594▲ $33,010

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$308,815$10,286▲ $788-$319,101
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
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
$118,858
Program Service Revenue
$415,965
Investment Income
$597
Other Revenue
$2,316
All Other Contributions
$8,001
Change in Net Assets
$-8,859

Audited Revenue Reconciliation

Revenue per Audited Statements
$537,736
Total Revenue per Audited Statements
$537,736
Total Revenue per Form 990
$537,736
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$421,832
Grants and Similar Amounts Paid$120,763
Salaries, Compensation, and Employee Benefits$4,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$120,763--$120,763
Current Officers, Directors, Trustees, and Key Employees-$4,000-$4,000
Insurance-$2,478-$2,478
Other Expenses$412,587$1,317-$1,317
Total Functional Expenses$533,350$13,245$0$546,595

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$546,595
Total Expenses per Audited Statements$546,595
Total Expenses per Form 990$546,595
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Serc-nahroLouisville, KYGovEducation$120,763
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
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
Shaundra Clark
Title
President
Phone
5025587420
Signed
2023-03-31
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
231

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/MoreThan5000KToOrgInd0false
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IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0CONFERENCES & TRAININGS
IRS990/OtherExpensesGrp/Desc1AUDIT
IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05450
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11317
IRS990/OtherExpensesGrp/ProgramServicesAmt0412587
IRS990/OtherExpensesGrp/TotalAmt0412587
IRS990/OtherExpensesGrp/TotalAmt15450
IRS990/OtherExpensesGrp/TotalAmt21317
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01774
IRS990/PrincipalOfficerNm0SHAUNDRA CLARK
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc1FALL WORKSHOP
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1145215
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IRS990/PYContributionsGrantsAmt0138734
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt081871
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IRS990/PYOtherRevenueAmt01809
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IRS990/PYRevenuesLessExpensesAmt0-129
IRS990/PYSalariesCompEmpBnftPaidAmt04000
IRS990/PYTotalExpensesAmt0264357
IRS990/PYTotalRevenueAmt0264228
IRS990/ReconcilationRevenueExpnssAmt0-8859
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0415965
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0477846
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0479230
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0115122
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0129955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0126839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0629508
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01079
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01091
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05745
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0418281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0124909
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0195249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0481110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0401145
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01620694
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0597
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0585
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01079
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02393
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01091
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05745
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0527984
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0537736
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0529075
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010286
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0319101
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0788
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0269869
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt036960
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0308815
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01987
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0225003
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt042704
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0269869
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02162
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0221097
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03906
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0202077
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt018301
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0221097
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0719
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0546595
IRS990ScheduleD/RevenueSubtotalAmt0537736
IRS990ScheduleD/TotalExpensesPerForm990Amt0546595
IRS990ScheduleD/TotalRevenuePerForm990Amt0537736
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0537736
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0546595
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0120763
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IRS990ScheduleI/RecipientTable/RecipientEIN0521629630
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt013413 FOREST SPRINGS DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOUISVILLE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$670,594
Liabilities
$110,067
Net assets
$560,527
Revenue
$537,736
Expenses
$546,595
Net income
-$8,859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$6.71$1.10$5.61$5.38$5.47$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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