Sertoma Inc Heart of the Ozarks

EIN: 237087135 501(c)(3)

Springfield, MO

Total Revenue
$1,073,589
Total Expenses
$1,348,105
Total Assets
$106,890
Net Assets
$106,890
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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
1964
Legal Domicile
MO
Phone
4178487502
Tax Period
2024-07-01 to 2025-06-30

Sertoma Inc Heart of the Ozarks, founded in 1964, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Expenses of $1.3M exceeded revenue, resulting in a 26% operating deficit.

Mission

Service to Mankind

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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 $1,073,589
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $1,073,589

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,348,105
Other Expenses $1,348,105
TOTAL EXPENSES $1,348,105

Year-over-Year Comparison

2024 2023 Change
Revenue $1,073,589 N/A N/A
Expenses $1,348,105 N/A N/A
Net Income $-274,516 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

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Governance

Voting Members
15
Independent Members
15
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
5
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Steve Green Secretary 5.00
Officer
$0 $0 $0
Bill Williams Chairman of the Board 5.00
Officer
$0 $0 $0
Randy Carpenter President 5.00
Officer
$0 $0 $0
Chester Lenox Vice President 5.00
Officer
$0 $0 $0
Bill Jenkins Treasurer 5.00
Officer
$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 $1,073,589 $1,348,105 $106,890 $-274,516
2024 $1,152,912 $1,133,902 $381,406 $19,010
2019 $251,952 $245,008 $447,872 $6,944
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