Civic Intelligence

Srs Retirees Association

990EZ • Fiscal year 2024 • EIN 57-1062788

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 09, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

51st percentile

3.3%

Higher net margin than 51% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

60th percentile

5.1%

Faster asset growth than 60% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

27%

Faster revenue growth than 78% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$79,385

Up $3,831 (+5.1%) from 2023

Net Assets

Up

$79,385

Up $3,831 (+5.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin51st percentile

Revenue

Up

$114,833

Up $24,064 (+27%) from 2023

Expenses

Up

$111,002

Up $7,837 (+7.6%) from 2023

Net Income

Up

$3,831

Up $16,227 (+131%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2024

Assets$79,385
Liabilities-
Net Assets$79,385
Open 2024 Filing

Operations Trend

Revenue Growth78th 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

2024

Revenue$114,833
Expenses$111,002
Net Income$3,831
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 9, 2024
Return Version
2023v5.0
Gross Receipts
$114,833
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-$94,603
BENEFITS PROTECTION FOR SRS RETIREES BY WORKING WITH THE DOE-SR AND SRS CONTRACTORS TO PRESERVE AND PROMOTE HEALTHCARE AND PENSION PROGRAMS.-$9,913
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEB SHEDROWPresident/Se-$0--
TOM KMETZTreasurer-$0--
DON STEVENSONResource CTRPT$0--
LAUREEN FEINMANResource CTRPT$0--
JEANNE SZYMANSKIResource CTRPT$0--
BERNICE DELOACHBoard Member-$0--
CANDICE DERMODYNominations-$0--
GENE DIXONNewsletter C-$0--
STEVE ETHERIDGEBoard Member-$0--
DAISY GRAHAMBoard Member-$0--
BOB HOTTELDrawings CHA-$0--
RANNY SAYLORMembership C-$0--
RHONDA WHITLEYAnnual Meeti-$0--
CASSANDRA DEANBoard Member-$0--
DAMON HALEYBenefits CHA-$0--
BOB HINDSGovernment L-$0--
CHRIS SOLUMWebsite Chai-$0--
GREG TUNNOBoard Member-$0--
VALERIE WHITEHEADBoard 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
2024-11-09
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 1,193 annual meeting expenses 7,018 insurance 4,164 bank charges 30 website expense 420 support 94,072 hc donation 885 total 107,782”

Raw XML Appendix162 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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TOM KMETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DON STEVENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAUREEN FEINMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEANNE SZYMANSKI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17GREG TUNNO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18VALERIE WHITEHEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RESOURCE CTR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RESOURCE CTR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RESOURCE CTR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16WEBSITE CHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0PROTECT THE HEALTHCARE AND PENSION BENEFITS OF SRS RETIREES
IRS990EZ/PrintingPublicationsPostageAmt02445
IRS990EZ/ProgramServiceRevenueAmt077500
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RESOURCE CENTER PROVIDING FREE BENEFIT ASSISTANCE AND PROBLEM RESOLUTION TO RETIREES AND THEIR FAMILIES
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IRS990EZ/WebsiteAddressTxt0WWW.SRSRETIREES.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 1,193 ANNUAL MEETING EXPENSES 7,018 INSURANCE 4,164 BANK CHARGES 30 WEBSITE EXPENSE 420 SUPPORT 94,072 HC DONATION 885 TOTAL 107,782
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM KMETZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08032151025
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SRS RETIREE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SRSR
ReturnHeader/Filer/EIN0571062788
ReturnHeader/Filer/PhoneNum08032151025
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5686
ReturnHeader/Filer/USAddress/CityNm0AIKEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd0298045686
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813064503
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 6866
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AIKEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0298046866
ReturnHeader/PreparerPersonGrp/PhoneNum08032260101
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER WILLIAMSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-14T08:53:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,385
Liabilities
-
Net assets
$79,385
Revenue
$114,833
Expenses
$111,002
Net income
$3,831
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