SERISE INCORPORATED (EIN 463085665) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

Alex Redcay

Phone

7174800585

Tax Period

2025-01-01 to 2025-12-31

SERISE INCORPORATED, founded in 2010, is a small nonprofit in the Health Care sector that reported $238K in total revenue in fiscal year 2025. Revenue surged 207% from the prior year, signaling strong growth momentum. The organization ran a surplus of $58K, a strong 24% operating margin.

Mission

Provides behavioral health training and expert witness.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $236,790

Investment Income $1,160

Other Revenue $0

TOTAL REVENUE $237,950

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $81,075

Other Expenses $180,102

TOTAL EXPENSES $180,102

Year-over-Year Comparison

	2025	2024	Change
Revenue	$237,950	$77,457	+2.1%
Expenses	$180,102	$112,209	+0.6%
Net Income	$57,848	$-34,752	-2.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Angie Schwanger	Board officer	5.00	Officer	$0	$0	$0
Catelyn Corty	Board officer	3.00	Officer	$0	$0	$0
Alex Redcay	ED	10.00	Officer	$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	$237,950	$180,102	$134,338	$57,848
2023	$227,395	$214,068	$111,243	$13,327
2022	$263,201	$248,107	$97,916	$15,094

SERISE INCORPORATED