SCHOOL EMPLOYEE RETIREES OF OHIO INC (EIN 310937823) - 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

1978

Legal Domicile

Principal Officer

TAUWANTA CORNS

Phone

6144310387

Tax Period

2025-01-01 to 2025-12-31

SCHOOL EMPLOYEE RETIREES OF OHIO INC, founded in 1978, is a small nonprofit that reported $188K in total revenue in fiscal year 2025. Revenue decreased 8% compared to the prior year. Expenses of $162K left a modest 14% surplus.

Mission

SERO IS A VOLUNTARY ORGANIZATION DEDICATED SOLELY TO BENEFIT THE RETIRED AND CONTRIBUTING MEMBERS OF THE SCHOOL EMPLOYEES RETIREMENT SYSTEM, SERS, SERO PROMOTES THE INTERESTS AND WELFARE OF OHIO'S SCHOOL EMPLOYEES. SERO EDUCATES SCHOOL EMPLOYEES ABOUT MATTERS OF CONCERN TO THEM INCLUDING PENDING LEGISLATION, PENSION TRENDS; HEALTH CARE COSTS AND EDUCATES ELECTED OFFICALS ABOUT RETIREES NEEDS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $21,625

Program Service Revenue $157,861

Investment Income $8,435

Other Revenue $324

TOTAL REVENUE $188,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $108,074

Fundraising Expenses $0

Other Expenses $53,734

TOTAL EXPENSES $161,808

Year-over-Year Comparison

	2025	2024	Change
Revenue	$188,245	$204,566	-0.1%
Expenses	$161,808	$189,398	-0.1%
Net Income	$26,437	$15,168	+0.7%

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

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

$98,600

Total Directors

$35,450

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES JANOSIK	EXECUTIVE DI	40.00	Officer	$63,150	$0	$63,150
BRIAN MURPHY	OFFICE/MEDIA	40.00	Officer Director	$35,450	$0	$35,450
BILLIE BAKER	TREASURER	20.00	Officer Director	$0	$0	$0
SUE BURNSIDE	VICE PRESIDE	20.00	Officer Director	$0	$0	$0
ESTELLE BUSH	SECRETARY	40.00	Officer Director	$0	$0	$0
TAUWANTA CORNS	PRESIDENT	20.00	Officer Director	$0	$0	$0
PATRICIA DOBEC	MEMBER AT LA	2.00	Officer Director	$0	$0	$0
ERNEST FARRIER	MEMBER AT LA	2.00	Officer Director	$0	$0	$0
SANDRA LANNEN	PAST PRESIDE	0.00	Officer 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	$188,245	$161,808	$276,367	$26,437
2024	$204,566	$189,398	$226,218	$15,168
2023	$215,308	$182,447	$214,897	$32,861
2022	$193,935	$189,024	$179,588	$4,911
2021	$190,066	$188,859	$222,485	$1,207
2020	$203,230	$174,370	$221,278	$28,860
2019	$205,883	$199,833	$192,417	$6,050
2018	$198,773	$189,777	$186,386	$8,996

SCHOOL EMPLOYEE RETIREES OF OHIO INC