SERTOMA CENTER INC

EIN: 620818599 501(c)(3)

KNOXVILLE, TN

Total Revenue
$15,000,590
Total Expenses
$14,898,590
Total Assets
$12,838,061
Net Assets
$11,593,159
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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
TN
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

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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 (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

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Governance

Voting Members
16
Independent Members
16
Employees
270
Volunteers
9

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
6
$249,794
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
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
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