Ceridian Retirees Club-twin Cities Chapter

Nonprofit profile at a glance

EIN
411821375
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025, Form 990-N 2020
Location
Bloomington, MN, USA
Phone
9522431750
Rating
61
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$113,355
Expenses
$98,784
Assets
$247,830
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • Dave Moen (President/Foundation President)
  • Gerry Leinfelder (Vice President/Foundation Member)

People named in this filing

  • Judy Moss (Managing Director/Foundation Member)
  • Dave Moen (President/Foundation President)
  • Jack Baloga (Advisor)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The purpose of the Ceridian Retirees Club is to provide educational, recreational, self improvement services to Ceridian retirees including their spouses.

What it reported doing in 2025

The retirees club held 47 events that were attended by 1901 retirees. The accomplishments included providing social events as well as looking out for the well being of our members and supporting local arts, restaurants, travel agencies, and other entertainment businesses.

Operating model

Revenue model
Donor-supported. 93% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 90% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 44
  • Transparency & Controls: 82
  • Sustainability: 65
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 43.9%; rating input score 44
  • Program expense ratio: 45.5%; rating input score 45

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 12.9%; rating input score 61; 61st percentile among comparable filings
  • Total-asset coverage ratio: 2.51; rating input score 85; 85th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 16.1%; rating input score 19; 19th percentile among comparable filings

Growth

  • Program expense growth: -20.8% per year; rating input score 0; 10th percentile among comparable filings
  • Revenue growth: 1.8% per year; rating input score 100; 27th percentile among comparable filings
  • Asset growth: 6.9% per year; rating input score 100; 49th percentile among comparable filings

Details

  • Where the money goes: 43.9% of revenue deployed · 45.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $45K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 44/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 45/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 19/100.