Civic Intelligence

Srs Retirees Association

990EZ • Fiscal year 2023 • EIN 57-1062788

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 04, 2023

Organization ProfileWWW.SRSRETIREES.ORG
PO Box 5686Aiken, SC 29804-5686

(803) 215-1025

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

97th percentile

$63,294

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 69.7% of source-year revenue.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

-1.2%

Faster revenue growth than 41% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$75,554

Down $12,395 (-14%) from 2022

Net Assets

Down

$75,554

Down $12,395 (-14%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Down

$90,769

Down $1,135 (-1.2%) from 2022

Expenses

Down

$103,165

Down $11,868 (-10%) from 2022

Net Income

Up

-$12,396

Up $10,733 (+46%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$150K$100K$50K$0Assets 2017: $71,016Liabilities 2017: $02017Assets 2018: $93,259Net Assets 2018: $93,2592018Assets 2019: $99,441Net Assets 2019: $99,4412019Assets 2020: $97,848Net Assets 2020: $97,8482020Assets 2021: $111,079Net Assets 2021: $111,0792021Assets 2022: $87,949Net Assets 2022: $87,9492022Assets 2023: $75,554Net Assets 2023: $75,5542023Assets 2024: $79,385Net Assets 2024: $79,3852024Assets 2025: $72,066Net Assets 2025: $72,0662025

Highlighted filing

2023

Assets$75,554
Liabilities-
Net Assets$75,554
Open 2023 Filing

Operations Trend

Revenue Growth41st percentile

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

$150K$100K$50K$0-$50KRevenue 2017: $86,404Expenses 2017: $71,751Net Income 2017: $14,6532017Revenue 2018: $107,399Expenses 2018: $85,156Net Income 2018: $22,2432018Revenue 2019: $95,558Expenses 2019: $89,376Net Income 2019: $6,1822019Revenue 2020: $98,693Expenses 2020: $100,286Net Income 2020: -$1,5932020Revenue 2021: $116,549Expenses 2021: $103,319Net Income 2021: $13,2302021Revenue 2022: $91,904Expenses 2022: $115,033Net Income 2022: -$23,1292022Revenue 2023: $90,769Expenses 2023: $103,165Net Income 2023: -$12,3962023Revenue 2024: $114,833Expenses 2024: $111,002Net Income 2024: $3,8312024Revenue 2025: $84,996Expenses 2025: $92,315Net Income 2025: -$7,3192025

Highlighted filing

2023

Revenue$90,769
Expenses$103,165
Net Income-$12,396
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 4, 2023
Return Version
2022v5.0
Gross Receipts
$90,769
Mission and Program Overview

Mission

Protect the healthcare and pension benefits of srs retirees

Program Services

DescriptionGrantsExpenses
RESOURCE CENTER PROVIDING FREE BENEFIT ASSISTANCE AND PROBLEM RESOLUTION TO RETIREES AND THEIR FAMILIES-$91,413
BENEFITS PROTECTION FOR SRS RETIREES BY WORKING WITH THE DOE-SR AND SRS CONTRACTORS TO PRESERVE AND PROMOTE HEALTHCARE AND PENSION PROGRAMS.-$9,644
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREEN FEINMANResource CTRPT$63,294-$63,294
JEANNE SZYMANSKIResource CTRPT$18,680-$18,680
DEB SHEDROWPresident/Se-$0--
TOM KMETZTreasurer-$0--
BOB MALSTROMMembership C-$0--
DON STEVENSONResource CTRPT$0--
JOHN VELDMANBenefits CHA-$0--
FRANK CAMPBELLBoard Member-$0--
KIM CAUTHENBoard Member-$0--
BERNICE DELOACHBoard Member-$0--
CANDICE DERMODYBoard Member-$0--
GENE DIXONBoard Member-$0--
STEVE ETHERIDGEBoard Member-$0--
DAISY GRAHAMBoard Member-$0--
KATHY GRANTBoard Member-$0--
BOB HOTTELBoard Member-$0--
WANDA MORGANBoard Member-$0--
JOE ORTALDOBoard Member-$0--
CONNIE PEARCEBoard Member-$0--
RANNY SAYLORBoard Member-$0--
ED SEUFERTBoard Member-$0--
FAYE TIETZEBoard Member-$0--
RHONDA WHITLEYBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Srs Retiree Association
EIN
57-1062788
Phone
8032151025
Address
PO BOX 5686, AIKEN, SC 29804-5686

Signing Officer

Name
Tom Kmetz
Title
Treasurer
Phone
8032151025
Signed
2023-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Overstreet & Associates Cpas LLC
Address
PO BOX 6866, AIKEN, SC 29804-6866
Preparer
Jennifer Williamson
Phone
8032260101
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses supplies 126 annual meeting expenses 6,955 insurance 984 bank charges 45 website expense 395 support 9,439 total 17,944”

Raw XML Appendix181 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/PersonNm0DEB SHEDROW
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RESOURCE CTR
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017944
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROTECT THE HEALTHCARE AND PENSION BENEFITS OF SRS RETIREES
IRS990EZ/PrintingPublicationsPostageAmt02497
IRS990EZ/ProgramServiceRevenueAmt064000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BENEFITS PROTECTION FOR SRS RETIREES BY WORKING WITH THE DOE-SR AND SRS CONTRACTORS TO PRESERVE AND PROMOTE HEALTHCARE AND PENSION PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RESOURCE CENTER PROVIDING FREE BENEFIT ASSISTANCE AND PROBLEM RESOLUTION TO RETIREES AND THEIR FAMILIES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 126 ANNUAL MEETING EXPENSES 6,955 INSURANCE 984 BANK CHARGES 45 WEBSITE EXPENSE 395 SUPPORT 9,439 TOTAL 17,944
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM KMETZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08032151025
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SRS RETIREE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SRSR
ReturnHeader/Filer/EIN0571062788
ReturnHeader/Filer/PhoneNum08032151025
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813064503
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 6866
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ReturnHeader/PreparerPersonGrp/PhoneNum08032260101
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER WILLIAMSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T15:39:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TOM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KMETZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,554
Liabilities
-
Net assets
$75,554
Revenue
$90,769
Expenses
$103,165
Net income
-$12,396
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.85$0.92$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.79$0.79$1.15$1.11$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.91$1.03$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.92$1.15$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.11$1.11$1.17$1.03$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.99$1.00$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.96$0.89$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.93$1.07$0.85$0.22
2017Summary only. Only limited summary data is available for this year.$0.71$0.00$0.86$0.72$0.15