SERV FOUNDATION INC (EIN 223265546) - Form 990 Financial Analysis & Trantor Score

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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

1993

Legal Domicile

Principal Officer

BOB ROSVOLD

Phone

6094060100

Tax Period

2023-07-01 to 2024-06-30

SERV FOUNDATION INC, founded in 1993, is a community nonprofit in the Human Services sector that reported $2.1M in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. Net assets of $12.0M represent 70 months of operating reserves.

Mission

TO RAISE FUNDS IN SUPPORT OF THE SERV PROGRAMS, WHICH OPERATE THROUGH RELATED AFFILIATES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,805,354

Program Service Revenue $0

Investment Income $193,466

Other Revenue $61,386

TOTAL REVENUE $2,060,206

Expense Breakdown

Grants Paid $1,500,000

Salaries & Benefits $224,969

Fundraising Expenses $233,395

Program Expenses $1,501,216

Other Expenses $315,404

TOTAL EXPENSES $2,040,373

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,060,206	$3,251,024	-0.4%
Expenses	$2,040,373	$3,593,803	-0.4%
Net Income	$19,833	$-342,779	-1.1%

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

N/A

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

$1,518,600

Total Directors

$545,148

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REGINA WIDDOWS	CHIEF EXECUTIVE OFFICER/PRESIDENT	2.00	Officer Director	$0	$58,960	$545,148
ANDRE CALDINI	CHAIRPERSON	5.00	Officer Director	$0	$0	$0
RICH DIACONT	CHAIRPERSON	5.00	Officer Director	$0	$0	$0
WARD BAUMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
BARBARA BYRNE CPA	BOARD MEMBER	2.00	Director	$0	$0	$0
PETER POGANY RP	BOARD MEMBER	2.00	Director	$0	$0	$0
RAVI KHEHAR	BOARD MEMBER	2.00	Director	$0	$0	$0
KISHA ROSE	BOARD MEMBER	2.00	Director	$0	$0	$0
CAROLYN MAYO	SENIOR VP DEVELOPING & MARKETING	2.00	Officer	$0	$29,763	$163,955
ROBERT ROSVOLD	CHIEF FINANCIAL OFFICER	2.00	Officer	$0	$38,277	$252,510
VALERIE DION	CHIEF LEGAL OFFICER	2.00	Officer	$0	$48,708	$289,633
ROBERT BACON	CHIEF OPERATING OFFICER	2.00	Officer	$0	$40,295	$267,354
TOLULOPE KOLAWOLE	PSYCHIATRIC NURSE PRACTITIONER	2.00	Highest	$0	$33,876	$194,853
JOSEPH MAMMAN	RESIDENTIAL COUNSELOR	2.00	Highest	$0	$15,901	$157,244
ALFONSO BROWN	SENIOR DIRECTOR OF REVENUE CYCLE	2.00	Highest	$0	$12,267	$136,466
AMEERAH RASHEED	RESIDENTIAL COUNSELOR	2.00	Highest	$0	$32,323	$149,108
CARLA NASH	RESIDENTIAL COUNSELOR	2.00	Highest	$0	$16,340	$132,402

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	No data	No data	No data	No data
2024	$2,060,206	$2,040,373	$13,236,370	$19,833
2023	$3,251,024	$3,593,803	$4,368,294	$-342,779
2022	$339,085	$510,377	$3,886,562	$-171,292
2021	$2,364,292	$2,158,946	$4,444,533	$205,346
2020	$252,105	$368,543	$4,444,204	$-116,438
2019	$654,550	$110,162	$5,078,455	$544,388
2018	$-817,495	$204,627	$4,667,994	$-1,022,122

SERV FOUNDATION INC