SERTOMA INT'L OF FORT DODGE (EIN 237057582) - 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

1959

Legal Domicile

Principal Officer

JOHN UELTSCHY

Phone

5159551989

Tax Period

2023-07-01 to 2024-06-30

SERTOMA INT'L OF FORT DODGE, founded in 1959, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $51K in total revenue in fiscal year 2023. Expenses of $78K exceeded revenue, resulting in a 52% operating deficit.

Mission

LOCAL COMMUNICATION DISORDERS, FREEDOM WEEK PROGRAM, CONTRIBUTIONS TO SERTOMA INTERNATIONAL FOUNDATION, FUNDRAISING FOR VETERANS MEMORIAL PARK, BACKPACK BUDDIES PROGRAM, AND OTHER MISCELLANEOUS LOCAL DONATIONS.

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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 $36,419

Program Service Revenue $0

Investment Income $1,188

Other Revenue $13,876

TOTAL REVENUE $51,483

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,738

Other Expenses $78,257

TOTAL EXPENSES $78,257

Year-over-Year Comparison

	2023	2022	Change
Revenue	$51,483	N/A	N/A
Expenses	$78,257	N/A	N/A
Net Income	$-26,774	N/A	N/A

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

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
TERRY ALLERS	ASSISTANT CH	1.00	Director	$0	$0	$0
HOWARD BALL	SERGEANT-AT-	N/A	Director	$0	$0	$0
DEAN BARNETT	SECRETARY/CH	1.00	Officer Director	$0	$0	$0
STEVE BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMIE BRUNDAGE	PRESIDENT-EL	1.00	Officer Director	$0	$0	$0
JACK CHRISTENSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
GERALD DUNN	VP PROGRAMS	1.00	Director	$0	$0	$0
KELLIE GUDERIAN	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK LAMOUREUX	WELLNESS & V	5.00	Director	$0	$0	$0
CURT MARTENS	BOARD MEMBER	1.00	Director	$0	$0	$0
HAROLD MCGOUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY MOEHNKE	BOARD MEMBER	2.00	Director	$0	$0	$0
JESSICA MOFFITT	PRESIDENT	1.00	Officer Director	$0	$0	$0
BOB NEMITZ	CHARMAN OF T	1.00	Director	$0	$0	$0
ANDREW REED	AWARDS	1.00	Director	$0	$0	$0
DEAN STUHRENBERG	SOCIAL COMMI	1.00	Director	$0	$0	$0
JOSEPH TYRRELL	VP MEMBERSHI	1.00	Director	$0	$0	$0
JOHN UELTSCHY	TREASURER/VP	2.00	Officer Director	$0	$0	$0
STEVE VANCE	BOARD MEMBER	1.00	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
2024	$51,483	$78,257	$177,992	$-26,774
2022	$136,413	$74,140	$244,964	$62,273
2021	$89,248	$75,111	$182,691	$14,137
2020	$86,596	$85,394	$168,554	$1,202
2019	$124,183	$144,052	$167,352	$-19,869

SERTOMA INT'L OF FORT DODGE