SERTOMA CENTER 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

1972

Legal Domicile

Principal Officer

ANGELA HAMBY

Phone

8655245555

Tax Period

2024-07-01 to 2025-06-30

SERTOMA CENTER INC, founded in 1972, is a mid-sized nonprofit that reported $15.0M in total revenue in fiscal year 2024.

Mission

SERTOMA CENTER IS DEDICATED TO SERVING ADULTS WITH DEVELOPMENTAL DISABILITIES THROUGH PROVIDING THE HIGHEST QUALITY OF RESIDENTIAL, VOCATIONAL AND COMMUNITY SERVICES THAT EMPOWER THE PERSONS SERVED TO LEAD RICHER, FULLER LIVES.

Program Service Accomplishments

Program 1

Expenses: $12,080,004 Revenue: $14,038,061

RESIDENTIAL AND DAY REHABILITATION SERVICES FOR APPROXIMATELY 120 ADULTS WITH INTELLECTUAL DISABILITIES.

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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 $956,480

Program Service Revenue $13,747,891

Investment Income $6,049

Other Revenue $290,170

TOTAL REVENUE $15,000,590

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,854,625

Fundraising Expenses $0

Program Expenses $12,080,004

Other Expenses $2,043,965

TOTAL EXPENSES $14,898,590

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,000,590	$14,565,836	+0.0%
Expenses	$14,898,590	$14,501,974	+0.0%
Net Income	$102,000	$63,862	+0.6%

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

270

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

$249,794

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG FOX	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN LEY	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
LEE MONTGOMERY	TREASURER	1.00	Officer Director	$0	$0	$0
JILLIAN MAEDER MCCARTHY	SECRETARY	1.00	Officer Director	$0	$0	$0
MATT EWING	BOARD MEMBER	1.00	Director	$0	$0	$0
RUSSELL BIVEN	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM DENTON	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT HAMILTON	BOARD MEMBER	1.00	Director	$0	$0	$0
TAYLOR TIPTON	BOARD MEMBER	1.00	Director	$0	$0	$0
TULIKA VOHRA	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK WALKER	BOARD MEMBER	1.00	Director	$0	$0	$0
TONIA MOSTELLA	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC PEACOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
CAPTAIN DAVID POWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEX SNYDER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN THURMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LEE FREEMAN	CEO	40.00	Officer	$150,573	$0	$150,573
ANGELA HAMBY	CFO	40.00	Officer	$99,221	$0	$99,221

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	$15,000,590	$14,898,590	$12,838,061	$102,000
2024	$14,565,836	$14,501,974	$12,109,700	$63,862
2023	$13,368,086	$12,822,367	$11,490,876	$545,719
2022	$12,520,977	$11,636,764	$10,787,048	$884,213
2021	$12,454,995	$10,593,638	$9,812,788	$1,861,357
2020	$12,075,076	$11,131,765	$9,989,072	$943,311
2019	$11,078,233	$10,681,158	$7,188,979	$397,075