Sertoma Handicapped Opportunity Program (EIN 731000824) - 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

1976

Legal Domicile

Principal Officer

Derick Mason

Phone

9188357467

Tax Period

2023-07-01 to 2024-06-30

Sertoma Handicapped Opportunity Program, founded in 1976, is a small nonprofit in the Employment sector that reported $655K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year.

Mission

To provide vocational education, counseling, training and opportunity to adults with Intellectual and Developmental disabilities in the greater Tulsa community.

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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 $79,476

Program Service Revenue $589,467

Investment Income $0

Other Revenue $-14,325

TOTAL REVENUE $654,618

Expense Breakdown

Grants Paid $0

Salaries & Benefits $479,980

Fundraising Expenses $27,108

Program Expenses $587,925

Other Expenses $232,880

TOTAL EXPENSES $712,860

Year-over-Year Comparison

	2023	2022	Change
Revenue	$654,618	$772,643	-0.2%
Expenses	$712,860	$709,072	+0.0%
Net Income	$-58,242	$63,571	-1.9%

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

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

$51,928

Total Directors

$36,650

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Wayne Spencer Jr	President	1.00	Officer Director	$0	$0	$0
Bobby Sanderson	Chairman	1.00	Officer Director	$0	$0	$0
David Hall	Secretary	1.00	Officer Director	$0	$0	$0
Dr Mike Taylor	Trustee	1.00	Director	$0	$0	$0
Janet Brown Asberry	Trustee	1.00	Director	$0	$0	$0
Vanessa Beck	Trustee	1.00	Director	$0	$0	$0
Ashley Lewelling	Trustee	1.00	Director	$36,650	$0	$36,650
Tina Neal	Trustee	1.00	Director	$0	$0	$0
Christopher Staton	Trustee	1.00	Director	$0	$0	$0
Derick Mason	Executive Director	40.00	Officer	$51,928	$0	$51,928

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
2024	$654,618	$712,860	$256,777	$-58,242
2023	$772,643	$709,072	$286,676	$63,571
2022	$572,258	$641,532	$267,754	$-69,274
2021	$520,554	$766,886	$322,968	$-246,332
2020	$795,828	$732,062	$515,981	$63,766
2019	$711,445	$749,607	$458,210	$-38,162

Sertoma Handicapped Opportunity Program