MAT SU SERTOMA CLUB (EIN 263490241) - 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

2014

Legal Domicile

Principal Officer

PAULA NANCE

Tax Period

2019-07-01 to 2020-06-30

MAT SU SERTOMA CLUB, founded in 2014, is a micro nonprofit in the Human Services sector that reported $14K in total revenue in fiscal year 2019. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $19K exceeded revenue, resulting in a 36% operating deficit.

Mission

SERTOMA EXISTS FOR THE HIGH AND NOBLE PURPOSE OF SERVICE TO MANKIND. OVER THE YEARS, SERTOMANS HAVE SPONSORED THOUSANDS OF SPEECH AND HEARING CLINICS FOR CHILDREN THROUGHOUT THE WORLD. THE MAT SU SERTOMA CLUB IS MADE UP OF MEN AND WOMEN WHO ARE DEDICATED TO SERVING THE COMMUNITY AND THOSE THAT NEEDS SERTOMA'S HELP. WE PROVIDE GRANTS TO OTHER CHARITABLE ORGANIZATIONS, SCHOLARSHIPS TO INDIVIDUALS, AND ASSISTANCE THROUGHOUT OUR COMMUNITY.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,197

Investment Income $38

Other Revenue $12,588

TOTAL REVENUE $13,823

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,901

Program Expenses $9,509

Other Expenses $18,737

TOTAL EXPENSES $18,737

Year-over-Year Comparison

	2019	2018	Change
Revenue	$13,823	$11,349	+0.2%
Expenses	$18,737	$10,088	+0.9%
Net Income	$-4,914	$1,261	-4.9%

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
JEAN STANEFSKI	SECRETARY	4.00	Officer Director	$0	$0	$0
PAULA NANCE	PRESIDENT	4.00	Officer Director	$0	$0	$0
LEONARD WHIPPLE	DIRECTOR	2.00	Director	$0	$0	$0
ELISE BUCHHOLZ	DIRECTOR	2.00	Director	$0	$0	$0
BRENDA BAKER	TREASURER	4.00	Officer Director	$0	$0	$0
SAM CARRANZA	DIRECTOR	2.00	Director	$0	$0	$0
JOHN KLAPPERICH	DIRECTOR	2.00	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
2020	$13,823	$18,737	$37,288	$-4,914
2019	$11,349	$10,088	$42,202	$1,261

MAT SU SERTOMA CLUB