SERTOMA STAR SERVICES INC (EIN 237294685) - 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

1973

Legal Domicile

Principal Officer

ROBERT STRAZ

Phone

7087558030

Tax Period

2024-07-01 to 2025-06-30

NEW STAR INC, founded in 1973, is a mid-sized nonprofit in the Employment sector that reported $15.9M in total revenue in fiscal year 2017. Expenses of $14.8M left a modest 7% surplus.

Mission

SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $3,989,849

Program Service Revenue $41,501,121

Investment Income $-913,169

Other Revenue $368,345

TOTAL REVENUE $44,946,146

Expense Breakdown

Grants Paid $209,389

Salaries & Benefits $34,099,178

Fundraising Expenses $673,714

Program Expenses $39,852,477

Other Expenses $10,332,398

TOTAL EXPENSES $44,640,965

Year-over-Year Comparison

	2024	2023	Change
Revenue	$44,946,146	$44,570,169	+0.0%
Expenses	$44,640,965	$41,085,848	+0.1%
Net Income	$305,181	$3,484,321	-0.9%

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

892

Volunteers

150

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

$532,278

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT STRAZ	CHAIR	1.00	Officer Director	$0	$0	$0
MARCHELLE GOENS	VICE CHAIR, PLANNING & RES	1.00	Officer Director	$0	$0	$0
MICHAEL F RYAN	VICE CHAIR, ASSESSMENT COM	1.00	Officer Director	$0	$0	$0
MICHAEL J MICHAU CPA	TREASURER	1.00	Officer Director	$0	$0	$0
TOM KALLAI	SECRETARY	1.00	Officer Director	$0	$0	$0
JOAN CAMPIONE	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE FETCHO	DIRECTOR	1.00	Director	$0	$0	$0
ALAN HARAF	DIRECTOR	1.00	Director	$0	$0	$0
NED HORNEY	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL P LETIZIA	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA NAGLE	DIRECTOR	1.00	Director	$0	$0	$0
LARRY OWENS	DIRECTOR	1.00	Director	$0	$0	$0
RICK THIERNAU	DIRECTOR	1.00	Director	$0	$0	$0
KARA ZILIS	DIRECTOR	1.00	Director	$0	$0	$0
KELLY BERARDELLI	PRESIDENT/CEO	40.00	Officer	$195,865	$678	$196,543
GUS VAN DEN BRINK	INTERIM PRESIDENT/CEO - LEFT 10/24	40.00	Officer	$167,608	$23,749	$191,357
MARY GONZALEZ	CHIEF FINANCIAL OFFICER	40.00	Officer	$125,251	$19,127	$144,378
RAYMOND BENAITIS	CHIEF OF BUSINESS SUPPORT SERVICES	39.00	Highest	$127,747	$5,951	$133,698
CATALINA PINON	CHIEF HUMAN RESOURCE OFFICER	40.00	Highest	$119,398	$18,791	$138,189
PATRICIA TREBE	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$109,962	$5,858	$115,820

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	$44,946,146	$44,640,965	$51,782,353	$305,181
2024	No data	No data	No data	No data
2023	$18,473,743	$15,457,470	$19,961,720	$3,016,273
2022	$15,946,241	$15,520,219	$17,179,353	$426,022
2021	$15,574,159	$13,614,228	$17,741,497	$1,959,931
2020	$15,186,918	$14,260,447	$16,872,275	$926,471
2019	$14,318,475	$14,795,806	$14,221,321	$-477,331
2018	$15,904,993	$14,807,978	$14,892,533	$1,097,015

SERTOMA STAR SERVICES INC