Ohio State Society of Enrolled Agents
Nonprofit profile at a glance
- EIN
- 311453544
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- Lewis Center, OH, USA
- Phone
- 4194239781
- Rating
- 58
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $85,655
- Expenses
- $74,446
- Assets
- $73,883
- Liabilities
- $3,736
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- DON ZABARSKY (VICE PRESIDENT)
- HOPE E MCGINNIS (IMMEDIATE PAST PRESIDENT)
- NAOMI MILLS (PRESIDENT)
People named in this filing
- KAY A HILL (DIRECTOR)
- LORI DAVIS (DIRECTOR)
- AUBREY CORCORAN (DIRECTOR)
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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Provide education for members who are ea
What it reported doing in 2024
Provide education opportunities for members to obtain required ceu. Also provide networking opportunities to enhance enrolled agents affliation with federal, state taxing agencies
Operating model
- Revenue model
- Earned-program. 70% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
MIXED - The filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 42
- Transparency & Controls: 82
- Sustainability: 54
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 67.8%; rating input score 68
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 13.1%; rating input score 66; 66th percentile among comparable filings
- Total-asset coverage ratio: 0.99; rating input score 46; 46th percentile among comparable filings
- Liabilities to assets ratio: 0.05; rating input score 21; 21st percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -95.6% per year; rating input score 0; 4th percentile among comparable filings
- Revenue growth: -1.4% per year; rating input score 0; 46th percentile among comparable filings
- Asset growth: 2.4% per year; rating input score 100; 48th percentile among comparable filings
Details
- Where the money goes: 67.8% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- 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.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
- High — Sustainability: Liabilities to assets ratio scored 21/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.