SERENITY INC (EIN 710660784) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

PEPPER MORRISON

Tax Period

2023-07-01 to 2024-06-30

SERENITY INC, founded in 1988, is a small nonprofit that reported $399K in total revenue in fiscal year 2018. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

PROVIDE SERVICE TO VICTIMS OF DOMESTIC VIOLENCE

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $555,279

Program Service Revenue $0

Investment Income $97

Other Revenue $660

TOTAL REVENUE $556,036

Expense Breakdown

Grants Paid $0

Salaries & Benefits $423,665

Fundraising Expenses $0

Program Expenses $596,858

Other Expenses $173,193

TOTAL EXPENSES $596,858

Year-over-Year Comparison

	2023	2022	Change
Revenue	$556,036	$595,251	-0.1%
Expenses	$596,858	$515,410	+0.2%
Net Income	$-40,822	$79,841	-1.5%

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

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
LEAH COTTER	DIRECTOR	1.00	Director	$0	$0	$0
SHANE JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
JODI BODENHAMER	DIRECTOR	1.00	Director	$0	$0	$0
LACY HOLLAND	DIRECTOR	1.00	Director	$0	$0	$0
MADDIE SADRERAFI	DIRECTOR	1.00	Director	$0	$0	$0
JULIA GIST	SECRETARY	3.00	Officer Director	$0	$0	$0
DAYNA HALL	TREASURER	2.00	Officer	$0	$0	$0
DENA WOOD	VICE PRESIDENT	1.00	Officer	$0	$0	$0
PEPPER MORRISON	PRESIDENT	2.00	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	No data	No data	No data	No data
2024	$556,036	$596,858	$723,448	$-40,822
2023	$595,277	$515,410	$773,730	$79,867
2022	$459,503	$526,191	$713,207	$-66,688
2021	$528,579	$529,774	$766,306	$-1,195
2020	$436,455	$700,890	$752,085	$-264,435
2019	$399,132	$413,584	$821,632	$-14,452

SERENITY INC