Civic Intelligence

State Employee Retirees Association - Lansing Chapter

EIN 38-2497741 • 501(c)4 • Lansing, MI

Profile

To protect all retirement and pension rights for state employees and to promote social, benevolent and educational activities among members.

CO Mr Chatfield 8360 YellowstoneLansing, MI 48917

www.mi-sera.org (no chapter web site)

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

22nd percentile

-20%

Higher net margin than 22% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

94th percentile

$2,700

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2013

Asset Growth

31st percentile

-12%

Faster asset growth than 31% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

67th percentile

9.7%

Faster revenue growth than 67% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$47,085

Down $6,634 (-12%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$47,085

Down $6,634 (-12%) from 2021

Operations
Liabilities / Revenue60th percentileNet Margin22nd percentile

Revenue

Up

$33,959

Up $3,014 (+9.7%) from 2021

Expenses

Up

$40,593

Up $4,517 (+13%) from 2021

Net Income

Down

-$6,634

Down $1,503 (-29%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2010: $50,523Liabilities 2010: $0Net Assets 2010: $50,5232010Assets 2011: $43,277Liabilities 2011: $02011Assets 2012: $62,936Liabilities 2012: $0Net Assets 2012: $62,9362012Assets 2013: $61,968Liabilities 2013: $0Net Assets 2013: $61,9682013Assets 2014: $73,524Liabilities 2014: $0Net Assets 2014: $73,5242014Assets 2015: $75,232Liabilities 2015: $0Net Assets 2015: $75,2322015Assets 2016: $76,142Liabilities 2016: $0Net Assets 2016: $76,1422016Assets 2017: $72,102Liabilities 2017: $0Net Assets 2017: $72,1022017Assets 2018: $70,167Liabilities 2018: $0Net Assets 2018: $70,1672018Assets 2019: $60,815Liabilities 2019: $0Net Assets 2019: $60,8152019Assets 2020: $58,850Liabilities 2020: $0Net Assets 2020: $58,8502020Assets 2021: $53,719Liabilities 2021: $0Net Assets 2021: $53,7192021Assets 2022: $47,085Liabilities 2022: $0Net Assets 2022: $47,0852022

Highlighted filing

2022

Assets$47,085
Liabilities$0
Net Assets$47,085
Open 2022 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2010: $55,370Expenses 2010: $53,984Net Income 2010: $1,3862010Revenue 2011: $49,249Expenses 2011: $56,495Net Income 2011: -$7,2462011Revenue 2012: $69,728Expenses 2012: $50,069Net Income 2012: $19,6592012Revenue 2013: $52,398Expenses 2013: $53,366Net Income 2013: -$9682013Revenue 2014: $64,050Expenses 2014: $52,494Net Income 2014: $11,5562014Revenue 2015: $48,528Expenses 2015: $46,820Net Income 2015: $1,7082015Revenue 2016: $48,037Expenses 2016: $47,127Net Income 2016: $9102016Revenue 2017: $39,815Expenses 2017: $43,855Net Income 2017: -$4,0402017Revenue 2018: $44,792Expenses 2018: $46,727Net Income 2018: -$1,9352018Revenue 2019: $32,803Expenses 2019: $42,155Net Income 2019: -$9,3522019Revenue 2020: $37,492Expenses 2020: $39,457Net Income 2020: -$1,9652020Revenue 2021: $30,945Expenses 2021: $36,076Net Income 2021: -$5,1312021Revenue 2022: $33,959Expenses 2022: $40,593Net Income 2022: -$6,6342022

Highlighted filing

2022

Revenue$33,959
Expenses$40,593
Net Income-$6,634
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$47,085
Liabilities
$0
Net assets
$47,085
Revenue
$33,959
Expenses
$40,593
Net income
-$6,634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$47.1$0.00$47.1$34.0$40.6$6.63
2021Detailed filing. Detailed filing data is available for this year.$53.7$0.00$53.7$30.9$36.1$5.13
2020Detailed filing. Detailed filing data is available for this year.$58.9$0.00$58.9$37.5$39.5$1.97
2019Detailed filing. Detailed filing data is available for this year.$60.8$0.00$60.8$32.8$42.2$9.35
2018Detailed filing. Detailed filing data is available for this year.$70.2$0.00$70.2$44.8$46.7$1.94
2017Detailed filing. Detailed filing data is available for this year.$72.1$0.00$72.1$39.8$43.9$4.04
2016Detailed filing. Detailed filing data is available for this year.$76.1$0.00$76.1$48.0$47.1$0.91
2015Detailed filing. Detailed filing data is available for this year.$75.2$0.00$75.2$48.5$46.8$1.71
2014Detailed filing. Detailed filing data is available for this year.$73.5$0.00$73.5$64.1$52.5$11.6
2013Detailed filing. Detailed filing data is available for this year.$62.0$0.00$62.0$52.4$53.4$0.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.9$0.00$62.9$69.7$50.1$19.7
2011Summary only. Only limited summary data is available for this year.$43.3$0.00$49.2$56.5$7.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.5$0.00$50.5$55.4$54.0$1.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 7, 2023
Return Version
2022v4.1
Gross Receipts
$33,959
Mission and Program Overview

Mission

To protect all retirement and pension rights for state employees and to promote social, benevolent and educational activities among members.

Program Services

DescriptionGrantsExpenses
NEWSLETTER (SERA-NADE): PUBLISHED TO INFORM AND ADVISE MEMBERS OF LEGISLATION THAT EFFECTS RETIRED INDIVIDUALS (APPROX. 3,400 MEMBERS)$0$27,623
MEETINGS, SUMMER PARTY & CHRISTMAS LUNCHEON: TO PROVIDE SOCIAL, BENEVOLENT AND EDUCATIONAL ACTIVITIES AMONG MEMBERS (APPROX. 3,400)$0$2,301
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAGEN GROSSDirector-$2,700-$2,700
MERRITTA HUNT-PROCTORPresident-$0--
JEAN STEWARTSecretary-$0--
GEORGE PETER CHATFIELDTreasurer-$0--
CARLYN LOGANDirector-$0--
CHERYL MATTSONDirector-$0--
DENISE KINGDirector-$0--
KAREN SCHULTZDirector-$0--
THELMA MORANDirector-$0--
ALMA WEBERDirector-$0--
RAY CZAJADirector-$0--
BARB ALSPAUGHDirector-$0--
Filing and Contact Details

Filer

Filer Name
State Employee Retirees Association -
EIN
38-2497741
Phone
5179251955
Address
CO MR CHATFIELD 8360 YELLOWSTONE, LANSING, MI 48917

Signing Officer

Name
George Peter Chatfield
Title
Treasurer
Phone
5179251955
Signed
2023-02-07
Discuss with paid preparer
Yes

Preparer

Firm
Maner Costerisan Pc
Address
2425 E GRAND RIVER SUITE 1, LANSING, MI 48912-3291
Preparer
Matthew C Latham CPA
Phone
5173237500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment income. Amount: 161.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: advertising income. Amount: 1,180. Description: other income. Amount: 2,317. Description: travel rebate. Amount: 100. Total to form 990-ez, line 8: 3,597.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: office expense. Amount: 549. Description: council assessment. Amount: 2,735. Description: meetings. Amount: 2,301. Description: information technology. Amount: 44. Description: insurance. Amount: 291. Total to form 990-ez, line 16: 5,920.”

Raw XML Appendix179 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OtherRevenueTotalAmt03597
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROTECT ALL RETIREMENT AND PENSION RIGHTS FOR STATE EMPLOYEES AND TO PROMOTE SOCIAL, BENEVOLENT AND EDUCATIONAL ACTIVITIES AMONG MEMBERS.
IRS990EZ/PrintingPublicationsPostageAmt027623
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NEWSLETTER (SERA-NADE): PUBLISHED TO INFORM AND ADVISE MEMBERS OF LEGISLATION THAT EFFECTS RETIRED INDIVIDUALS (APPROX. 3,400 MEMBERS)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MEETINGS, SUMMER PARTY & CHRISTMAS LUNCHEON: TO PROVIDE SOCIAL, BENEVOLENT AND EDUCATIONAL ACTIVITIES AMONG MEMBERS (APPROX. 3,400)
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IRS990EZ/TotalRevenueAmt033959
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IRS990EZ/WebsiteAddressTxt0WWW.MI-SERA.ORG (NO CHAPTER WEB SITE)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 161.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING INCOME. AMOUNT: 1,180. DESCRIPTION: OTHER INCOME. AMOUNT: 2,317. DESCRIPTION: TRAVEL REBATE. AMOUNT: 100. TOTAL TO FORM 990-EZ, LINE 8: 3,597.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OFFICE EXPENSE. AMOUNT: 549. DESCRIPTION: COUNCIL ASSESSMENT. AMOUNT: 2,735. DESCRIPTION: MEETINGS. AMOUNT: 2,301. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 44. DESCRIPTION: INSURANCE. AMOUNT: 291. TOTAL TO FORM 990-EZ, LINE 16: 5,920.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-07
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-09
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ReturnHeader/ReturnTs02023-03-01T13:34:21-06:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PETER CHATFIELD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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