Scottish American Society of Dunedin
Nonprofit profile at a glance
- EIN
- 472248160
- IRS 990-EZ coverage
- 2018–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2020
- Location
- Dunedin, FL, USA
- Phone
- 7274656229
- Rating
- 50
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Public, Society Benefit N.E.C.
Reported finances
- Revenue
- $69,330
- Expenses
- $70,038
- Assets
- $73,554
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- Joan McHale (President)
- Jerry Johnson (Vice President)
People named in this filing
- Joan McHale (President)
- Alan McHale (Treasurer)
- Margaret Kiehl (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
To promote the Scottish culture in Dunedin.
What it reported doing in 2024
Promote Scottish-American culture and heritage.
Operating model
- Revenue model
- Other-operating. 65% of the money available for current operations came from other operating 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. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 12
- Transparency & Controls: 100
- Sustainability: 40
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 19.3%; rating input score 19
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -1%; rating input score 42; 42nd percentile among comparable filings
- Total-asset coverage ratio: 1.05; rating input score 48; 48th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -68.2% per year; rating input score 0; 6th percentile among comparable filings
- Revenue growth: 15.6% per year; rating input score 100; 87th percentile among comparable filings
- Asset growth: -2.9% per year; rating input score 0; 29th percentile among comparable filings
Details
- Where the money goes: 19.3% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 4 filed schedules
- Filing history: 6 filing years from 2018 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 — Financial Efficiency: Mission deployment rate scored 19/100.
- High — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 42/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.