SERNA MARYMOUNT COMMUNITY DEVELOPMENT CORPORATION (EIN 464483346) - 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

2014

Legal Domicile

Principal Officer

BRUCE GROENKE

Phone

2108591857

Tax Period

2023-01-01 to 2023-12-31

SERNA MARYMOUNT COMMUNITY DEVELOPMENT CORPORATION, founded in 2014, is a small nonprofit in the Education sector that reported $354K in total revenue in fiscal year 2023. Revenue surged 98% from the prior year, signaling strong growth momentum. Expenses of $407K exceeded revenue, resulting in a 15% operating deficit.

Mission

TO PROVIDE OPPORTUNITIES THAT ENCOURAGE, EDUCATE AND ENABLE THE FAMILIES AND RESIDENTS OF OUR DIVERSE COMMUNITY. WE TRY TO ENSURE THAT BASIC NEEDS ARE MET. WE STRIVE TO ENHANCE THE LIVES OF EVERYONE IN THE COMMUNITY, BUILDING RELATIONSHIPS WHILE PROVIDING SERVICES AND RESOURCES AT LITTLE OR NO COST.

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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 $340,499

Program Service Revenue $0

Investment Income $0

Other Revenue $13,343

TOTAL REVENUE $353,842

Expense Breakdown

Grants Paid $0

Salaries & Benefits $125,106

Fundraising Expenses $350

Program Expenses $380,065

Other Expenses $281,447

TOTAL EXPENSES $406,553

Year-over-Year Comparison

	2023	2022	Change
Revenue	$353,842	$178,468	+1.0%
Expenses	$406,553	$167,220	+1.4%
Net Income	$-52,711	$11,248	-5.7%

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

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

$83,359

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE GROENKE	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM D SWANN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ROBERT CARINGTON	TREASURER	1.00	Officer Director	$0	$0	$0
SABRINA HAMMEL	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA RUBIN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS SYKES	DIRECTOR	1.00	Director	$0	$0	$0
KIMBLE YOUNGBLOOD	EXECUTIVE DI	40.00	Officer	$83,359	$0	$83,359

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	$353,842	$406,553	No data	$-52,711

SERNA MARYMOUNT COMMUNITY DEVELOPMENT CORPORATION