SERRA INTERNATIONAL FOUNDATION

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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

1935

Legal Domicile

Principal Officer

TIMOTHY O'NEILL

Phone

3124197411

Tax Period

2023-01-01 to 2023-12-31

SERRA INTERNATIONAL FOUNDATION, founded in 1935, is a small nonprofit that reported $643K in total revenue in fiscal year 2023. Revenue surged 221% from the prior year, signaling strong growth momentum. The organization ran a surplus of $273K, a strong 42% operating margin.

Mission

TO FUND PROGRAMS THAT FOSTER AND PROMOTE VOCATIONS TO THE MINISTERIAL PRIESTHOOD OF THE CATHOLIC CHURCH AS A PARTICULAR VOCATION TO SERVICE; TO FUND PROGRAMS OF FORMATION FOR MEN AND WOMEN IN CONSECRATED RELIGIOUS LIFE IN THE CATHOLIC CHURCH; AND TO ENHANCE RECOGNITION OF SERRA INTERNATIONAL AS THE GLOBAL LAY APOSTOLATE FOR VOCATIONS IN THE CATHOLIC CHURCH.

Program Service Accomplishments

Program 1

Expenses: $216,438

FUND PROGRAMS THAT FOSTER AND PROMOTE VOCATIONS TO THE MINISTERIAL PRIESTHOOD OF THE CATHOLIC CHURCH AS A PARTICULAR VOCATION TO SERVICE; TO FUND PROGRAMS OF FORMATION FOR MEN AND WOMEN IN...

FUND PROGRAMS THAT FOSTER AND PROMOTE VOCATIONS TO THE MINISTERIAL PRIESTHOOD OF THE CATHOLIC CHURCH AS A PARTICULAR VOCATION TO SERVICE; TO FUND PROGRAMS OF FORMATION FOR MEN AND WOMEN IN CONSECRATED RELIGIOUS LIFE IN THE CATHOLIC CHURCH; AND TO ENHANCE RECOGNITION OF SERRA INTERNATIONAL AS THE GLOBAL LAY APOSTOLATE FOR VOCATIONS IN THE CATHOLIC CHURCH.

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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 $430,434

Program Service Revenue $0

Investment Income $212,997

Other Revenue $0

TOTAL REVENUE $643,431

Expense Breakdown

Grants Paid $167,000

Salaries & Benefits $0

Fundraising Expenses $68,004

Program Expenses $216,438

Other Expenses $203,176

TOTAL EXPENSES $370,176

Year-over-Year Comparison

	2023	2022	Change
Revenue	$643,431	$200,207	+2.2%
Expenses	$370,176	$246,049	+0.5%
Net Income	$273,255	$-45,842	-7.0%

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
CECILIA ADKINDALE	TRUSTEE	2.00	Director	$0	$0	$0
CYNTHIA BELL	SECRETARY	5.00	Officer Director	$0	$0	$0
MICHAEL BRAGG	PAST PRESIDE	5.00	Director	$0	$0	$0
ALEHANDRO CARBAJAL	TRUSTEE	2.00	Director	$0	$0	$0
ALEX DUNCAN	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT GOLDSMITH	TRUSTEE	2.00	Director	$0	$0	$0
DAN GRADY	TREASURER	5.00	Officer Director	$0	$0	$0
DAN JONES	TRUSTEE	2.00	Director	$0	$0	$0
BETTY LARA	TRUSTEE	2.00	Director	$0	$0	$0
PATRICIA MANZO	TRUSTEE	2.00	Director	$0	$0	$0
TIMOTHY O'NEILL	PRESIDENT	2.00	Officer Director	$0	$0	$0
JUDY SCHUMAKER	PRESIDENT EL	5.00	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
2024	No data	No data	No data	No data
2023	$643,431	$370,176	$2,856,700	$273,255
2022	$200,207	$246,049	$2,369,429	$-45,842
2021	$514,554	$275,126	$2,843,067	$239,428
2020	$350,260	$286,920	$2,617,365	$63,340
2019	$146,387	$238,369	$2,459,959	$-91,982
2018	$202,417	$285,002	$2,204,906	$-82,585