THE GREATER SARASOTA SERTOMA FOUNDATION (EIN 650687492) - Form 990 Financial Analysis & Trantor Score

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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

1996

Legal Domicile

Principal Officer

ROBERT DARNELL

Phone

9413661040

Tax Period

2023-01-01 to 2023-12-31

THE GREATER SARASOTA SERTOMA FOUNDATION, founded in 1996, is a micro nonprofit in the Health Care sector that reported $93K in total revenue in fiscal year 2023. Expenses of $323K exceeded revenue, resulting in a 248% operating deficit.

Mission

Solicits contributions from the Greater Sarasota Sertoma Club, its members and the community to invest and provide a source of grants to Sertoma, Kids, Inc a 501-c(3) organization

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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 $58,964

Program Service Revenue $0

Investment Income $33,656

Other Revenue $0

TOTAL REVENUE $92,620

Expense Breakdown

Grants Paid $318,417

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $321,047

Other Expenses $4,216

TOTAL EXPENSES $322,633

Year-over-Year Comparison

	2023	2022	Change
Revenue	$92,620	$-10,362	-9.9%
Expenses	$322,633	$19,269	+15.7%
Net Income	$-230,013	$-29,631	+6.8%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
ROBERT DARNELL	President	Director	$0	$0	$0
ROBERT PIPER	Treasurer	Director	$0	$0	$0
TIM SELF	Secretary	Director	$0	$0	$0
RON HAYNES	Vice President	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
2023	$92,620	$322,633	$314,391	$-230,013
2022	$-10,362	$19,269	$606,293	$-29,631
2021	$112,542	$20,238	$703,206	$92,304
2020	$105,529	$19,297	$639,611	$86,232

THE GREATER SARASOTA SERTOMA FOUNDATION