SERVE MANAGEMENT GROUP INC DBA MISSION (EIN 200375723) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

CHARLES MORRIS

Phone

4049757059

Tax Period

2023-01-01 to 2023-12-31

SERVE MANAGEMENT GROUP INC DBA MISSION, founded in 2003, is a small nonprofit in the Youth Development sector that reported $644K in total revenue in fiscal year 2023.

Mission

THE ORGANIZATION EMPOWERS INDIVIDUALS TO GROW THROUGH VOLUNTEERISM AND COMMUNITY INVOLVEMENT.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $73,626

Program Service Revenue $544,631

Investment Income $4,431

Other Revenue $21,670

TOTAL REVENUE $644,358

Expense Breakdown

Grants Paid $0

Salaries & Benefits $192,486

Fundraising Expenses $0

Program Expenses $426,671

Other Expenses $495,008

TOTAL EXPENSES $687,494

Year-over-Year Comparison

	2023	2022	Change
Revenue	$644,358	$631,093	+0.0%
Expenses	$687,494	$588,950	+0.2%
Net Income	$-43,136	$42,143	-2.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$94,186

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN WEATHINGTON	VICE CHAIRMAN (TO APRIL 2023)	1.00	Officer Director	$0	$0	$0
JEREMY MYERS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
AMY WASHBURN	BOARD MEMBER	1.00	Director	$0	$0	$0
KATE WILLIS	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAUNTAE WALKER	BOARD MEMBER	1.00	Director	$0	$0	$0
TOMMY MURRAY	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL MAUNEY	BOARD MEMBER	1.00	Director	$0	$0	$0
TYLER WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY HIBBS	VICE CHAIRMAN (MAY 2023 - PRESENT)	1.00	Officer Director	$0	$0	$0
KELSEY TOMBERLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JUSTIN SHULTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES MORRIS	EXECUTIVE DIRECTOR	40.00	Officer	$89,873	$4,313	$94,186

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
2024	No data	No data	No data	No data
2023	$644,358	$687,494	$334,549	$-43,136
2022	$631,093	$588,950	$376,984	$42,143
2021	$613,750	$539,978	$317,462	$73,772
2020	$243,052	$319,348	$286,408	$-76,296

SERVE MANAGEMENT GROUP INC DBA MISSION