SCERA Corporation

EIN: 870200096 501(c)(3) Human Services

Orem, UT

Total Revenue
$3,384,252
Total Expenses
$3,278,243
Total Assets
$7,205,578
Net Assets
$6,061,092
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1933
Legal Domicile
UT
Principal Officer
Adam Robertson
Phone
8012252569
Tax Period
2024-09-01 to 2025-08-31

SCERA Corporation, founded in 1933, is a community nonprofit in the Human Services sector that reported $3.4M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $3.3M left a modest 3% surplus.

Mission

SCERA goals are to 1) advance the quality of life for the community by providing quality cultural, educational, and recreational activities and programs, and 2) provide work experience and training for community members so they might find jobs or improve their jobs in the market place.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,242,812
Program Service Revenue $1,908,544
Investment Income $31,695
Other Revenue $201,201
TOTAL REVENUE $3,384,252

Expense Breakdown

Grants Paid $3,000
Salaries & Benefits $1,209,000
Fundraising Expenses $0
Program Expenses $3,168,099
Other Expenses $2,066,243
TOTAL EXPENSES $3,278,243

Year-over-Year Comparison

2024 2023 Change
Revenue $3,384,252 $3,082,956 +0.1%
Expenses $3,278,243 $2,897,399 +0.1%
Net Income $106,009 $185,557 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
133
Volunteers
769

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$108,546
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jerry Loveland Member 1.00
Director
$0 $0 $0
Karlyn Norton Member 1.00
Director
$0 $0 $0
Bryan Pope Secretary 1.00
Director
$0 $0 $0
Jason Craddock Chair-Elect 1.00
Director
$0 $0 $0
Nancy Hale Past Chair 1.00
Officer Director
$0 $0 $0
Dave McCann Member 1.00
Director
$0 $0 $0
Abbie Scott Treasurer 1.00
Officer Director
$0 $0 $0
Jeanette Herbert Chair 1.00
Director
$0 $0 $0
Natalie Clyde Member 1.00
Director
$0 $0 $0
Adam Robertson President, CEO 40.00
Officer
$88,500 $20,046 $108,546
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $3,384,252 $3,278,243 $7,205,578 $106,009
2024 $3,082,956 $2,897,399 $7,156,540 $185,557
2023 $2,982,343 $2,870,695 $6,782,957 $111,648
2022 $2,839,052 $2,581,282 $6,622,841 $257,770
2021 $2,927,256 $2,380,951 $6,222,421 $546,305
2020 $2,217,870 $2,210,570 $5,654,645 $7,300
2019 $2,342,966 $2,331,660 $5,490,436 $11,306
2018 $2,140,445 $2,213,012 $5,476,402 $-72,567
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