Society of Certified Retirement
Nonprofit profile at a glance
- EIN
- 208160840
- IRS 990-EZ coverage
- 2010–2020
- Forms available
- Form 990-EZ 2020
- Location
- Mustang, OK, USA
- Rating confidence
- Limited
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $5,805
- Expenses
- $3,000
- Assets
- $2,805
- Liabilities
- $291,179
Source: IRS Form 990-EZ. Selected filing: tax year 2020. Amounts in USD.
Leadership & pay
2 people listed
Executive titles in this filing
- LYNDA C MCCOLL (EXECUTIVE DIRECTOR)
- JOE WEBB (PRESIDENT OF SCRFA)
People named in this filing
- LYNDA C MCCOLL (EXECUTIVE DIRECTOR)
- JOE WEBB (PRESIDENT OF SCRFA)
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
Educational training and testing
What it reported doing in 2020
Scrfa is a society of members who have successfully passed the exam. They continue to maintain their competency through continuing education and provide support for members.
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 58
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 48.3%; rating input score 88; 88th percentile among comparable filings
- Total-asset coverage ratio: 0.94; rating input score 34; 34th percentile among comparable filings
- Liabilities to assets ratio: 103.81; rating input score 0; 0th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -7.6% per year; rating input score 0; 41st percentile among comparable filings
- Revenue growth: -9.8% per year; rating input score 0; 34th percentile among comparable filings
- Asset growth: 4.9% per year; rating input score 100; 56th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments
- Leadership: top reported pay $0 · 2 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 11 filing years from 2010 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 — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 34/100.
- High — Sustainability: Liabilities to assets ratio scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.