SERTOMA CLUB OF NORTH AUGUSTA

EIN: 570937642 501(c)(3) Philanthropy & Grantmaking

North Augusta, SC

Total Revenue
$148,777
Total Expenses
$112,862
Total Assets
$319,469
Net Assets
$172,597
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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
1971
Legal Domicile
SC
Principal Officer
James R Young
Phone
7068253969
Tax Period
2025-01-01 to 2025-12-31

SERTOMA CLUB OF NORTH AUGUSTA, founded in 1971, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $149K in total revenue in fiscal year 2025. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $36K, a strong 24% operating margin.

Mission

A social organization formed to promote social and business networking. This organization relies on its members to fundraise in order that we may contribute to community causes and speech and hearing needs.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $33,453
Program Service Revenue $81,970
Investment Income $638
Other Revenue $32,716
TOTAL REVENUE $148,777

Expense Breakdown

Grants Paid $81,896
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $81,896
Other Expenses $30,966
TOTAL EXPENSES $112,862

Year-over-Year Comparison

2025 2024 Change
Revenue $148,777 $124,357 +0.2%
Expenses $112,862 $155,214 -0.3%
Net Income $35,915 $-30,857 -2.2%
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

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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
70

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
9
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Lee Covington Director 2
Director
$0 $0 $0
Ryan Smith Director 2
Director
$0 $0 $0
Jim Madebach Director 2
Director
$0 $0 $0
Colen Lindell Director 2
Director
$0 $0 $0
Michael Day Director 2
Director
$0 $0 $0
Hap Greenway Director 2
Director
$0 $0 $0
Jason Ross Secretary 8
Officer
$0 $0 $0
Dan Griffin Vice President- President Elect 4
Officer
$0 $0 $0
Willian Howard Chairman of the Board 4
Officer
$0 $0 $0
Dennis Murphy Vice President- Operations 4
Officer
$0 $0 $0
John David Hewett Treasurer 8
Officer
$0 $0 $0
Rick Faulkner VP- Sponsorship 2
Officer
$0 $0 $0
Jack London VP- Scholarships 2
Officer
$0 $0 $0
James R Young President 8
Officer
$0 $0 $0
Andrew Coleman Sargeant at Arms 4
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 $148,777 $112,862 $319,469 $35,915
2024 $124,357 $155,214 $169,613 $-30,857
2023 $120,983 $117,022 $231,181 $3,961
2022 $115,151 $94,276 $185,089 $20,875
2021 $117,043 $107,921 $156,153 $9,122
2020 $100,923 $77,329 $141,854 $23,594
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