SERVE 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

1979

Legal Domicile

Principal Officer

DOM BEE

Phone

5402889603

Tax Period

2023-07-01 to 2024-06-30

SERVE INC, founded in 1979, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum.

Mission

PROVIDE EMERGENCY ASSISTANCE TO LOCAL RESIDENTS TO ALLEVIATE HUMAN SUFFERING.

Program Service Accomplishments

Program 1

Expenses: $1,953,771

PROVIDING ASSISTANCE TO FAMILIES WITH FOOD, SHELTER, CLOTHING, MEDICAL NEEDS, TRANSPORTATION, AND UTILITIES IN CRISIS SITUATIONS.

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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 $2,085,023

Program Service Revenue $0

Investment Income $2,625

Other Revenue $32,224

TOTAL REVENUE $2,119,872

Expense Breakdown

Grants Paid $1,634,205

Salaries & Benefits $322,784

Fundraising Expenses $15,188

Program Expenses $1,953,771

Other Expenses $120,435

TOTAL EXPENSES $2,077,424

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,119,872	$1,322,115	+0.6%
Expenses	$2,077,424	$1,518,333	+0.4%
Net Income	$42,448	$-196,218	-1.2%

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

150

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

$100,154

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEE CHENEY	EXECUTIVE DI	40.00	Director	$100,154	$0	$100,154
DOM BEE	PRESIDENT	25.00	Officer Director	$0	$0	$0
STEVEN BRAND	TREASURER	25.00	Officer Director	$0	$0	$0
TYLER CARVER	MEMBER	15.00	Director	$0	$0	$0
TODD EICHBERG	MEMBER	15.00	Director	$0	$0	$0
LISA HAAS	MEMBER	15.00	Director	$0	$0	$0
MIKE HAAS	MEMBER	15.00	Director	$0	$0	$0
BART RANDALL	1ST VICE PRE	15.00	Officer Director	$0	$0	$0
JERI REDMAN	MEMBER	15.00	Director	$0	$0	$0
SCOTT UCHYTIL	SECRETARY	25.00	Officer Director	$0	$0	$0
DIANE WRIGHT	2ND VICE PRE	15.00	Officer 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
2025	No data	No data	No data	No data
2024	$2,119,872	$2,077,424	$583,655	$42,448
2024	$2,119,872	$2,077,424	$583,655	$42,448
2023	$1,322,115	$1,518,333	$525,918	$-196,218
2022	$1,196,359	$1,210,468	$740,386	$-14,109
2021	$813,121	$713,048	$736,923	$100,073
2020	$723,548	$640,421	$640,976	$83,127
2019	$581,402	$582,575	$551,570	$-1,173
2018	$576,942	$557,914	$549,988	$19,028