SERRA'S NAT'L COUNCIL FOR USA INC (EIN 363971846) - 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

1994

Legal Domicile

Principal Officer

J MICHAEL DOWNEY

Phone

3122016549

Tax Period

2023-01-01 to 2023-12-31

SERRA'S NAT'L COUNCIL FOR USA INC, founded in 1994, is a small nonprofit that reported $363K in total revenue in fiscal year 2023.

Mission

TO FOSTER AND PROMOTE VOCATIONS TO THE MINISTERIAL PRIESTHOOD IN THE CATHOLIC CHURCH AS A PARTICULAR VOCATION TO SERVICE, SUPPORT PRIESTS IN THEIR SACRED MINISTRY, ENCOURAGE AND AFFIRM VOCATIONS TO CONSECRATED RELIGIOUS LIFE IN THE CATHOLIC CHURCH AND TO ASSIST ITS MEMBERS TO RECOGNIZE AND RESPOND IN THEIR OWN LIVES TO GOD'S CALL TO HOLINESS IN JESUS CHRIST AND THROUGH THE HOLY SPIRIT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $310,311

Program Service Revenue $49,801

Investment Income $0

Other Revenue $3,383

TOTAL REVENUE $363,495

Expense Breakdown

Grants Paid $0

Salaries & Benefits $129,808

Fundraising Expenses $77,600

Program Expenses $211,416

Other Expenses $229,966

TOTAL EXPENSES $359,774

Year-over-Year Comparison

	2023	2022	Change
Revenue	$363,495	$341,827	+0.1%
Expenses	$359,774	$330,579	+0.1%
Net Income	$3,721	$11,248	-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

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
RICHARD ARIANS	PAST PRESIDE	5.00	Officer Director	$0	$0	$0
GERALD BIESE	TRUSTEE	2.00	Director	$0	$0	$0
JO-ANN BRESOWAR	TRUSTEE	2.00	Director	$0	$0	$0
JIM BURNS	TRUSTEE	2.00	Director	$0	$0	$0
GINO DIMATTIA	SECRETARY	5.00	Officer Director	$0	$0	$0
J MICHAEL DOWNEY	PRESIDENT	5.00	Officer Director	$0	$0	$0
JANE ERRERA	TRUSTEE	2.00	Director	$0	$0	$0
JESSE GALLEGOS	VP COMMUNICA	5.00	Officer Director	$0	$0	$0
EDWARD LUPTON JR	TRUSTEE	2.00	Director	$0	$0	$0
BETTY LARA	VP PROGRAMS	5.00	Officer Director	$0	$0	$0
MOIRA LEITE	VP VOCATIONS	5.00	Officer Director	$0	$0	$0
KENNETH PEET	TRUSTEE	2.00	Director	$0	$0	$0
MORIE RAUISTE	TRUSTEE	2.00	Director	$0	$0	$0
ANNE ROAT	PRESIDENT EL	5.00	Officer Director	$0	$0	$0
ROSEMARIE STIMPLF	TRUSTEE	2.00	Director	$0	$0	$0
CANDICE TYRRELL	VP MEMBERSHI	5.00	Officer Director	$0	$0	$0
ED TYRRELL	TREASURER	5.00	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
2024	No data	No data	No data	No data
2023	$363,495	$359,774	$277,403	$3,721
2022	$341,827	$330,579	$281,826	$11,248
2020	$384,276	$396,568	$187,181	$-12,292
2019	$367,322	$361,909	$234,958	$5,413
2018	$375,128	$378,392	$213,184	$-3,264

SERRA'S NAT'L COUNCIL FOR USA INC