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Nonprofit · EIN 52-1067290

SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION

Tax-exempt · WASHINGTON, DC 20002

Financials

$20.6M$20.3M2022$21.7M$20.9M2023$20.1M$19.3M2024
Revenue Expenses · by fiscal year end
Financials of SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$20,139,866$19,278,593$861,273$13,567,962$1,283,419$12,284,543
September 30, 2024990$21,690,910$20,939,039$751,871$13,258,630$1,835,360$11,423,270
September 30, 2023990$20,557,641$20,272,872$284,769$12,975,173$2,303,774$10,671,399
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$18,758,550
of which government grants
$16,492,845
Program service revenue
$1,204,826
Investment income
$151,006
Net income from fundraising events
$23,539
Other revenue
$25,484

Expenses

Grants and similar amounts paid
$95,001
Compensation of officers, directors and key employees
$597,347
Other salaries and wages
$5,225,323
Salaries, compensation and benefits (total)
$7,221,660
Professional fundraising fees
$0
Legal fees
$80,644
Accounting fees
$40,000
Travel
$6,920
Program services (functional)
$14,847,524
Management and general (functional)
$4,431,069

Balance sheet and other

Total assets, start of year
$13,258,630
Total assets, end of year
$13,567,962
Total liabilities, end of year
$1,283,419
Net assets, end of year
$12,284,543
Land, buildings and equipment
$756,844
Net assets without donor restrictions
$11,735,551
Net assets with donor restrictions
$548,992
Gross receipts
$20,350,663
Employees
64
Volunteers
7,996
Year formed
1964
State of legal domicile
DC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Bridget WestonCEO
Officer
40$228,684$111,901$30,531
Rick PelusoVP of Finance
Officer
31$267,596$0$28,669
Candice StennettVP of Marketing40$240,817$2,997$28,487
Elizabeth DougertVP Ext Relations32$239,708$0$24,890
Amanda CapozioVP Technology40$237,881$1,591$24,814
Stephanie PascheVP Field Operations40$166,756$0$29,488
Erin ShultzDir of Accounting40$157,723$0$28,635
Morgan MartinInterim VP Transition Operations40$159,781$0$19,401
Linda StacyDir of Marketing40$127,827$0$27,429
Lori BarnesDir Ext Relations40$128,890$0$22,903
Stephanie HolmesDir Major Projects40$128,899$0$18,170
Douglas McKenzieDir of Finance40$126,164$0$18,775
Julie PolandChairman
Trustee or director, Officer
2$0$0$0
Julie ChristiansenVC / Interim ED
Trustee or director, Officer
18$0$0$0
Judy TrevinoTreasurer
Trustee or director, Officer
2$0$0$0
16 more people on this return
NameTitleHours / weekCompensation
Jayne LermanSecretary
Trustee or director, Officer
2$0
Steve SmithTreasurer
Trustee or director, Officer
2$0
Megan MaloneDirector
Trustee or director
2$0
Ray LeeDirector
Trustee or director
2$0
John McCloskeyDirector
Trustee or director
2$0
Debi KleimanDirector
Trustee or director
2$0
Patricia LoftusDirector
Trustee or director
2$0
Tim JeffcoatDirector
Trustee or director
2$0
Ricardo CasasDirector
Trustee or director
2$0
Rick BrimacombDirector
Trustee or director
2$0
Sam MarfatiaDirector
Trustee or director
2$0
Frank KlisanichDirector
Trustee or director
2$0
Maggie AaronDirector
Trustee or director
2$0
David ZechmanDirector
Trustee or director
2$0
Nik ShahDirector
Trustee or director
2$0
Ray VicksDirector
Trustee or director
2$0
990 for the year ended September 30, 2024: 30 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Weston BridgetCEO
Officer
40$258,873$80,365$34,333
Peluso RickVP of Finance
Officer
32$260,549$32,363$25,444
Nohe DougVP of Field Ops
Officer
40$273,187$2,427$35,536
Capozio AmandaVP of IT
Officer
40$261,819$1,246$23,682
Dougert ElizabethVP External Rel
Officer
34$231,836$28,994$21,836
Stennett CandiceVP of Marketing
Officer
40$248,763$2,451$30,101
McKenzie DougDir. of Finance40$147,544$6,176$43,888
Pasche StephanieDir. Field Opt.40$159,444$0$28,491
Martin MorganDir. Field Op.40$161,034$0$17,955
Schultz ErinDir. Field Opt40$149,212$0$27,185
Holmes StephanieDir. of Major Proj40$135,452$0$17,430
Shaw TracyChair
Trustee or director, Officer
4$0$0$0
Poland JulieVice Chair
Trustee or director, Officer
4$0$0$0
Trevino JudyTreasurer
Trustee or director, Officer
4$0$0$0
Lerman JayneSecretary
Trustee or director, Officer
4$0$0$0
McCloskey JohnDirector
Trustee or director
1$0$0$0
Manza BobDirector
Trustee or director
1$0$0$0
Asarpota MukeshDirector
Trustee or director
1$0$0$0
Bingel KellyDirector
Trustee or director
1$0$0$0
Christiansen JulieDirector
Trustee or director
1$0$0$0
Harkins ScottDirector
Trustee or director
1$0$0$0
Klisanich FrankDirector
Trustee or director
1$0$0$0
Loftus PatriciaDirector
Trustee or director
1$0$0$0
Shah NikDirector
Trustee or director
1$0$0$0
Brimacomb RickDirector
Trustee or director
1$0$0$0
Casas RicardoDirector
Trustee or director
1$0$0$0
Smith SteveDirector
Trustee or director
1$0$0$0
Zechman DavidDirector
Trustee or director
1$0$0$0
Harley LeBon CherylynDirector
Trustee or director
1$0$0$0
Montgomery TamekaDirector
Trustee or director
1$0$0$0
990 for the year ended September 30, 2023: 28 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Weston BridgetCEO
Officer
40$245,903$70,337$34,621
Peluso RickVP of Finance
Officer
32$242,301$31,829$24,891
Nohe DougVP of Field Ops
Officer
40$257,620$1,268$37,616
Dougert ElizabethVP External Rel
Officer
32$207,510$41,420$20,998
Capozio AmandaVP of IT
Officer
40$244,832$250$23,712
Stennett CandiceVP of Marketing
Officer
40$242,182$0$26,404
Pasche StephanieDir. Field Opt40$159,799$0$29,076
McKenzie DougDir. of Finance40$147,863$1,604$29,456
Martin MarganDir. Field Opt40$152,913$0$18,162
Barnes LoriDir. External Rel40$146,035$0$22,664
Voyles AshleyDir. Marketing40$137,597$0$17,852
Harkins ScottDirector
Trustee or director
1$0$0$0
Shaw TracyChair
Trustee or director, Officer
8$0$0$0
Manza BobTreasurer
Trustee or director, Officer
8$0$0$0
McCloskey JohnSecretary
Trustee or director, Officer
8$0$0$0
Asarpota MukeshDirector
Trustee or director
1$0$0$0
Christiansen JulieDirector
Trustee or director
1$0$0$0
Bingel KellyDirector
Trustee or director
1$0$0$0
Harley LeBon CherylynDirector
Trustee or director
1$0$0$0
Loftus PatriciaDirector
Trustee or director
1$0$0$0
Klisanich FrankDirector
Trustee or director
1$0$0$0
Lerman JayneDirector
Trustee or director
1$0$0$0
Montgomery TamekaDirector
Trustee or director
1$0$0$0
Zechman DavidDirector
Trustee or director
1$0$0$0
Poland JulieVice Chair
Trustee or director, Officer
8$0$0$0
Shah NikDirector
Trustee or director
1$0$0$0
Grimsley JimDirector
Trustee or director
1$0$0$0
Trevino JudyDirector
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
712 H ST NE PMB 98848, WASHINGTON, DC 20002-3627
Principal officer (990 for 2024)
Thomas Kim
Signed the 990
Candice Stennett, Acting Exec Director
Phone
(800) 634-0245
Return prepared by
WatsonRice LLP

Mission

Provide free and confidential small business mentoring and no/low-cost education for entrepreneurs nationwide.

990 for the year ended September 30, 2025

Program accomplishments

  • Field Programming and support of small businesses including mentoring, education programs, workshops, webinars, and client support.
    Expenses $8,526,423
  • To achieve the mission of assisting America's economic development, growth and stability by supporting and helping small businesses.
    Expenses $6,321,101 · grants $95,001 · revenue $752,906

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
52-1067290
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1976
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$13,567,962
Income (IRS master file)
$20,350,663

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$20,139,866$19,278,593$13,567,962XML
990September 2024$21,690,910$20,939,039$13,258,630XML
990September 2023$20,557,641$20,272,872$12,975,173XML
990September 2022$17,894,443$16,452,786$11,816,704IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1067290).

Questions about SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION

What is the EIN of SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION?
The employer identification number (EIN) of SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION is 52-1067290.
Is SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION?
The 990 for the year ended September 30, 2025 names Thomas Kim.
Who are the officers and directors of SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION?
The 990 for the year ended September 30, 2025 lists 31 people; 12 received compensation from the organization, the highest $228,684 (Bridget Weston, CEO).
How much revenue does SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION have?
On its 990 for the year ended September 30, 2025 it reported revenue of $20,139,866, expenses of $19,278,593 and total assets of $13,567,962 at year end.

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