Sertoma Inc

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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

1958

Legal Domicile

Principal Officer

Kristan Morris

Phone

6052128737

Tax Period

2021-07-01 to 2022-06-30

Sertoma Inc, founded in 1958, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $30K in total revenue in fiscal year 2021. Revenue fell 74% from the prior year — a significant decline worth monitoring. Expenses of $40K exceeded revenue, resulting in a 33% operating deficit.

Mission

The organization works to improve the quality of life today for those at risk or impacted by hearing loss through education and support.

Program Service Accomplishments

Program 1

Expenses: $29,339 Revenue: $17,472

The Sertoma Club solicits funds for various projects and maintenance of Storybook Land, a theme park in Aberdeen, SD. Grants and contributions are a major source of revenue for this purpose.

Program 2

Expenses: $4,211 Revenue: $6,032

The Sponsorship Fund of the Sertoma Club provides assistance in the following areas: (1) The new "Celebrate Sound" Sertoma program provides assistance to hearing impaired children through support...

The Sponsorship Fund of the Sertoma Club provides assistance in the following areas: (1) The new "Celebrate Sound" Sertoma program provides assistance to hearing impaired children through support vouchers and hearing devices of a local audiologist; (2) the Club purchased camperships for hearing impaired children for Camp Sertoma; and (3) other miscellaneous Aberdeen community grants are made from this fund.

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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 (2021)

Revenue Breakdown

Contributions & Grants $21,096

Program Service Revenue $0

Investment Income $7

Other Revenue $9,135

TOTAL REVENUE $30,238

Expense Breakdown

Grants Paid $33,550

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,550

Other Expenses $6,771

TOTAL EXPENSES $40,321

Year-over-Year Comparison

	2021	2020	Change
Revenue	$30,238	$118,080	-0.7%
Expenses	$40,321	$105,292	-0.6%
Net Income	$-10,083	$12,788	-1.8%

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
Elizabeth Schwab	Chairman of the Board	4.00	Officer Director	$0	$0	$0
Kristan Morris	President	3.00	Officer Director	$0	$0	$0
Ashley Hansen	1st Vice President	0.50	Officer Director	$0	$0	$0
Miko Brandner	Secretary	8.00	Officer Director	$0	$0	$0
Katie Crawford	Treasurer	8.00	Officer Director	$0	$0	$0
Matt Pearson	Sergeant at Arms	1.00	Director	$0	$0	$0
Scott Noeldner	Director	0.50	Director	$0	$0	$0
Carla Glynn	Director	0.50	Director	$0	$0	$0
Kelli Van Steenwyk	Director	0.50	Director	$0	$0	$0
Jackie Witlock	Director	0.50	Director	$0	$0	$0
Shaun Falken	Director	0.50	Director	$0	$0	$0
Eileen Anderson	Director	0.50	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
2022	$30,238	$40,321	$37,572	$-10,083
2021	$118,080	$105,292	$47,655	$12,788
2020	$86,257	$90,089	$35,977	$-3,832
2019	$90,514	$84,384	$98,084	$6,130