Monona Serenity Group Inc (EIN 391537157) - 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

1985

Legal Domicile

Principal Officer

Jeff Johnson

Tax Period

2020-09-01 to 2021-08-31

Monona Serenity Group Inc, founded in 1985, is a small nonprofit that reported $133K in total revenue in fiscal year 2020. Revenue surged 103% from the prior year, signaling strong growth momentum. The organization ran a surplus of $63K, a strong 48% operating margin.

Mission

Provide meeting space for 12-step recovery Groups including AA, Al-Anon, NA, Nar-Anon, OA, NicAnon, CoDA and ACA. Over 1400 meetings were held on our premises in 2020-2021

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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 (2020)

Revenue Breakdown

Contributions & Grants $108,170

Program Service Revenue $26,772

Investment Income $125

Other Revenue $-2,285

TOTAL REVENUE $132,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,193

Other Expenses $69,291

TOTAL EXPENSES $69,291

Year-over-Year Comparison

	2020	2019	Change
Revenue	$132,782	$65,419	+1.0%
Expenses	$69,291	$75,846	-0.1%
Net Income	$63,491	$-10,427	-7.1%

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

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
Robert Blint	Chairman	005.00	Officer Director	$0	$0	$0
Jeff Johnson	President	005.00	Officer Director	$0	$0	$0
Tim Stumpf	Vice President	005.00	Officer Director	$0	$0	$0
Kathryn Norton	Treasurer	005.00	Officer Director	$0	$0	$0
Phil Gantz	Secretary	005.00	Officer Director	$0	$0	$0
John Egan	Membership Director	005.00	Director	$0	$0	$0
Carl DiMartino	AA Representative	005.00	Director	$0	$0	$0
Sam Schneider	AA Representative	005.00	Director	$0	$0	$0
Marilyn Buehner	Al-Anon Representative	005.00	Director	$0	$0	$0
Jamie Van Hoof	Al-Anon Representative	005.00	Director	$0	$0	$0
Nick H	PDGSC Chair	005.00	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
2021	$132,782	$69,291	$373,189	$63,491

Monona Serenity Group Inc