SERENITY CONSULTANTS INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

KURT PLATTE

Phone

5133176807

Tax Period

2025-01-01 to 2025-12-31

SERENITY CONSULTANTS INC, founded in 2005, is a small nonprofit in the Mental Health sector that reported $650K in total revenue in fiscal year 2025. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $325K, a strong 50% operating margin.

Mission

SERENITY RECOVERY NETWORK PROVIDES SAFE AFFORDABLE HOUSING FOR MEN AND WOMEN RECOVERING FROM ALCOHOLISM AND DRUG ADDICTION.

Program Service Accomplishments

Program 1

Expenses: $292,517

SERENITY RECOVERY NETWORK PROVIDES SAFE AND AFFORDABLE HOUSING FOR MEN AND WOMEN RECOVERING FROM ALCOHOLISM AND DRUG ADDICTION.

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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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $387,483

Program Service Revenue $152,755

Investment Income $6,364

Other Revenue $103,296

TOTAL REVENUE $649,898

Expense Breakdown

Grants Paid $0

Salaries & Benefits $148,127

Fundraising Expenses $0

Program Expenses $324,581

Other Expenses $176,454

TOTAL EXPENSES $324,581

Year-over-Year Comparison

	2025	2024	Change
Revenue	$649,898	$410,756	+0.6%
Expenses	$324,581	$300,004	+0.1%
Net Income	$325,317	$110,752	+1.9%

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

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLISON MARCHIONI	EXECUTIVE DI	N/A	Director	$0	$0	$0
DAVE O'CONNOR	TREASURER	N/A	Officer Director	$0	$0	$0
KURT PLATTE	PRESIDENT	N/A	Officer Director	$0	$0	$0
TERI SHAUB	SECRETARY	N/A	Officer Director	$0	$0	$0

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	$649,898	$324,581	$1,319,855	$325,317
2024	No data	No data	No data	No data
2023	$395,700	$252,928	$884,737	$142,772
2022	$253,677	$241,425	$763,552	$12,252
2021	$226,202	$203,700	$772,591	$22,502
2020	$208,119	$152,147	$771,993	$55,972
2019	$265,224	$187,771	$741,682	$77,453
2018	$256,286	$209,185	$683,141	$47,101
2017	$375,561	$216,636	$654,613	$158,925