Sertoma 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

1972

Legal Domicile

Principal Officer

Alex Prather

Phone

2178644086

Tax Period

2020-07-01 to 2020-09-30

Mission

The organization's volunteers raise funds for, and administer a hearing assistance program for eligible individuals. The organization also provides other speech and hearing services, education, and awareness programs. In addition, the organization contributes to other local community service organizations. The organization dissolved on 09/30/2020.

Program Service Accomplishments

Program 1

Expenses: $3,175 Revenue: $0

Speech and Hearing Services

Program 2

Expenses: $6,563 Revenue: $0

Community Services and 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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $9,738

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,738

Other Expenses $223

TOTAL EXPENSES $9,961

Year-over-Year Comparison

	2020	2019	Change
Revenue	N/A	$19,425	-1.0%
Expenses	$9,961	$21,437	-0.5%
Net Income	N/A	$-2,012	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

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
Roger Adams	Director	2	Director	$0	$0	$0
Dick Vissering	Director	2	Director	$0	$0	$0
Willard Sudduth	Director	2	Director	$0	$0	$0
Bill Hogg	Director	2	Director	$0	$0	$0
Mike Borders	Director	2	Director	$0	$0	$0
Norm Jensen	Chairman of the Board	6	Officer	$0	$0	$0
Mike Boliek	President	6	Officer	$0	$0	$0
Chuck Shonkwiler	President-elect	6	Officer	$0	$0	$0
Paul Rosenberger	Secetary	6	Officer	$0	$0	$0
Alex Prather	Treasurer	6	Officer	$0	$0	$0
Cary Hise	Vice-President	4	Officer	$0	$0	$0
Dick Virgin	Vice President	4	Officer	$0	$0	$0
Tom Smith	Vice-President	4	Officer	$0	$0	$0
Harold Wilkinson	Vice-President	4	Officer	$0	$0	$0
Dick Stuff	Vice President	4	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
2020	No data	$9,961	No data	No data