SERRA CLUB OF OMAHA SERRA INTERNATIONAL (EIN 237167823) - 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

1951

Legal Domicile

Principal Officer

SALLY O'NEILL

Phone

4023307099

Tax Period

2023-06-01 to 2024-05-31

SERRA CLUB OF OMAHA SERRA INTERNATIONAL, founded in 1951, is a small nonprofit that reported $182K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $69K, a strong 38% operating margin.

Mission

PROMOTE AND AFFIRM VOCATIONS TO THE CATHOLIC PRIESTHOOD AND CONSECRATED RELIGOUS LIFE OF THE CATHOLIC CHURCH.

🔒

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 $69,726

Program Service Revenue $65,801

Investment Income $46,047

Other Revenue $0

TOTAL REVENUE $181,574

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,522

Other Expenses $112,479

TOTAL EXPENSES $112,479

Year-over-Year Comparison

	2023	2022	Change
Revenue	$181,574	$144,852	+0.3%
Expenses	$112,479	$115,965	0.0%
Net Income	$69,095	$28,887	+1.4%

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

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
SALLY O'NEILL	PRESIDENT	5.00	Officer Director	$0	$0	$0
LINDA ANTONELLI	SECRETARY	2.00	Officer Director	$0	$0	$0
TOM RUSSELL	TREASURER	8.00	Officer Director	$0	$0	$0
FR MIKE ECKLEY	CHAPLIN	2.00	Director	$0	$0	$0
ADAM HERNIK	VP VOCATION	2.00	Director	$0	$0	$0
MICHELLE POHLMAN	VP VOC AFFIR	4.00	Director	$0	$0	$0
MIKE KNEIR	VP PROGRAMS	4.00	Director	$0	$0	$0
MARY FREDA	VP MEMBERSHI	4.00	Director	$0	$0	$0
TIM O'NEILL	TRUSTEE	1.00	Director	$0	$0	$0
RICH CUPICH	VP OF COMMUN	4.00	Director	$0	$0	$0
GREG SCHWEITZ	TRUSTEE	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
2025	No data	No data	No data	No data
2024	$181,574	$112,479	$1,108,110	$69,095
2023	$144,852	$115,965	$928,172	$28,887
2022	$142,577	$108,917	$923,093	$33,660
2021	$230,603	$81,189	$930,206	$149,414
2020	$101,453	$94,452	$781,133	$7,001
2019	$118,240	$90,704	$725,517	$27,536
2018	$74,072	$80,442	$695,595	$-6,370

SERRA CLUB OF OMAHA SERRA INTERNATIONAL