PROJECT SERVE (EIN 270172688) - 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

2009

Legal Domicile

Principal Officer

Tara Newell

Phone

3052711371

Tax Period

2024-07-01 to 2025-06-30

PROJECT SERVE, founded in 2009, is a small nonprofit in the Human Services sector that reported $387K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $816K exceeded revenue, resulting in a 111% operating deficit.

Mission

TO FOSTER AND GENERATE INNOVATIONS THAT AID AND IMPROVE THE QUALITY OF LIFE FOR THOSE WHO HAVE SERVED OUR COUNTRY. THE ORGANIZATION SUPPORTS VETERANS AND EMERGENCY RESPONSDERS LIVING WITH INJURIES AND DISABLING CONDISTIONS WHOSE LIVES CAN BE IMPROVED WITH SOLUTIONS DEVELOPED BY ENGINEERING STUDENTS AT COLLEGES AND UNIVERSITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $204,276

Program Service Revenue $0

Investment Income $182,194

Other Revenue $650

TOTAL REVENUE $387,120

Expense Breakdown

Grants Paid $0

Salaries & Benefits $530,457

Fundraising Expenses $111,039

Program Expenses $493,485

Other Expenses $240,253

TOTAL EXPENSES $816,097

Year-over-Year Comparison

	2024	2023	Change
Revenue	$387,120	$489,531	-0.2%
Expenses	$816,097	$850,971	0.0%
Net Income	$-428,977	$-361,440	+0.2%

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

Volunteers

129

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

$145,054

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Robbins	Exec Dir/Sec (resigned May-25)	40.00	Officer	$133,003	$12,051	$145,054
Robert Wolff	Treasurer (to May-25), Chair	3.00	Officer Director	$0	$0	$0
Michael Phelps	Chair (to May-25), Director	0.50	Officer Director	$0	$0	$0
Joe Manous	Director	0.50	Director	$0	$0	$0
Jonathan Grier	Director	0.50	Director	$0	$0	$0
Scott Grabill	Director (resigned Jun-25)	0.50	Director	$0	$0	$0
Julie Chase	Treasurer (May-25)	1.50	Director	$0	$0	$0
Kevin Wensing	Director (resigned Jun-25)	0.50	Director	$0	$0	$0
Lloyd Caldwell	Director	0.50	Director	$0	$0	$0
Greg Joissaint	Director (resigned Jun-25)	0.50	Director	$0	$0	$0
Anthony Leketa	Director (Jun-25)	0.50	Director	$0	$0	$0
Tara Newell	Exec Dir/Sec (May-25)	40.00	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	$387,120	$816,097	$1,710,746	$-428,977
2024	$489,531	$850,971	$2,119,336	$-361,440
2023	$243,362	$842,384	$2,378,686	$-599,022
2022	$347,968	$807,433	$2,780,981	$-459,465
2021	$773,064	$1,162,337	$3,869,655	$-389,273
2020	$663,531	$1,006,180	$4,079,392	$-342,649
2019	$681,303	$980,910	$4,427,937	$-299,607

PROJECT SERVE