Stuart Cameron Mcleod Society
Nonprofit profile at a glance
- EIN
- 132863802
- IRS 990-EZ coverage
- 2009–2024
- Forms available
- Form 990-EZ 2024
- Location
- Montvale, NJ, USA
- Phone
- 2015739000
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $33,270
- Expenses
- $42,658
- Assets
- $262,829
- Liabilities
- $1,966
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- LEROY E PENNOCK CMA (PRESIDENT)
- DR LAURIE BURNEY CMA CSCA CPA (VICE PRESIDENT)
People named in this filing
- LEROY E PENNOCK CMA (PRESIDENT)
- DR LAURIE BURNEY CMA CSCA CPA (VICE PRESIDENT)
- CRISTAL L BREITBEIL CMA CIA (TREASURER)
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
The purpose of the scms is to provide a means whereby former officers and directors of the association may continue the associations and contacts which they formed while in office and to make available to the current management of the association the advice and experience of past officers.
What it reported doing in 2024
Mid-year and annual conferences to bring together members of the society to discuss continuing educational services to the management accountants in general, and provide educational services to its members (22 conference attendees and 252 members).
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 88% 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. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 82
- Sustainability: 45
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -28.2%; rating input score 19; 19th percentile among comparable filings
- Total-asset coverage ratio: 6.16; rating input score 87; 87th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 30; 30th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -4.7% per year; rating input score 0; 36th percentile among comparable filings
- Revenue growth: -5.4% per year; rating input score 0; 33rd percentile among comparable filings
- Asset growth: 5.5% per year; rating input score 100; 60th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $43K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 2 filed schedules
- Filing history: 15 filing years from 2009 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.
- High — Sustainability: Operating margin scored 19/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 30/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.