Scottish Society of the Monterey Peninsula
Nonprofit profile at a glance
- EIN
- 942914680
- IRS 990-EZ coverage
- 2013–2020
- Forms available
- Form 990-EZ 2020
- Location
- Del Rey Oaks, CA, USA
- Phone
- 8312411120
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Fraternal Societies
Reported finances
- Revenue
- $8
- Expenses
- $6,824
- Assets
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2020. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- GEORGE MCCOMBE (President/Chief)
People named in this filing
- BETH FERGON (Treasurer)
- GEORGE MCCOMBE (President/Chief)
- ANGELA BROWN (Secretary)
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 2020. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To create, stimulate and sustain an interest in scotland, its history, traditions, literature and culture, including music, dances, and athletics peculiar to scotland; and to promote these goals through events open to the society and the public.
What it reported doing in 2020
Promoted and demonstrated scottish traditions and heritage through the monterey scottish games and celtic festival.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% 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
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 95
- Transparency & Controls: 82
- Sustainability: 7
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 87.3%; rating input score 87
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -85,200%; rating input score 0; 0th percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 2; 2nd 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: -8.1% per year; rating input score 0; 40th percentile among comparable filings
- Revenue growth: -9.1% per year; rating input score 0; 36th percentile among comparable filings
- Asset growth: -10.8% per year; rating input score 0; 15th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 87.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $6K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 2 filed schedules
- Filing history: 8 filing years from 2013 to 2020
- 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.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Sustainability: Operating margin scored 0/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 2/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.
- High — Grant Readiness: California registration: this organization is not authorized to operate as a charity in California.