SERRA FOUNDATION 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

1989

Legal Domicile

Principal Officer

RHONDA QUATTROCHI

Phone

3047234300

Tax Period

2024-01-01 to 2024-12-31

SERRA FOUNDATION INC, founded in 1989, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $964K, a strong 85% operating margin.

Mission

TO PROVIDE HIGH SCHOOL AND COLLEGE SCHOLARSHIPS AND TO PROVIDE FINANCIAL SUPPORT FOR CHARITABLE ORGANIZATIONS AND INDIVIDUALS

Program Service Accomplishments

Program 1

SERRA FOUNDATION PROVIDED RENTAL ASSISTANCE TO ELDERLY INDIVIDUALS, HIGH SCHOOL AND COLLEGE SCHOLARSHIPS TO STUDENTS AND MADE CHARITABLE CONTRIBUTIONS TO VARIOUS CHARITIES

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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 (2024)

Revenue Breakdown

Contributions & Grants $470

Program Service Revenue $0

Investment Income $1,128,197

Other Revenue $0

TOTAL REVENUE $1,128,667

Expense Breakdown

Grants Paid $19,500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $145,442

TOTAL EXPENSES $164,942

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,128,667	$1,255,595	-0.1%
Expenses	$164,942	$87,256	+0.9%
Net Income	$963,725	$1,168,339	-0.2%

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

N/A

Volunteers

N/A

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
RHONDA QUATTROCHI	PRESIDENT	002.00	Officer Director	$0	$0	$0
MARY ANN BOYD	VICE PRES / SECRETARY	002.00	Officer Director	$0	$0	$0
VICKIE LYNN PULICE	TREASURER	002.00	Officer Director	$0	$0	$0
JOHN SORRENTI	MEMBER	002.00	Director	$0	$0	$0
LARRY FERNANDEZ	MEMBER	002.00	Director	$0	$0	$0
DANIEL MC CUNE	MEMBER	002.00	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
2024	$1,128,667	$164,942	$17,189,549	$963,725
2023	$1,255,595	$87,256	$16,276,784	$1,168,339
2022	$498,750	$107,437	$15,159,405	$391,313
2021	$472,887	$100,726	$14,819,052	$372,161
2020	$584,415	$76,184	$14,497,852	$508,231
2019	$361,452	$104,800	$14,040,580	$256,652
2018	$473,543	$92,636	$13,834,889	$380,907