SERRA TRUST FUND FOR VOCATIONS

EIN: 746335799 501(c)(3)

Arvada, CO

Total Revenue
$37,138
Total Expenses
$80,062
Total Assets
$817,407
Net Assets
$817,407
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
CO
Principal Officer
GREGORY BREEN
Phone
3034244008
Tax Period
2023-07-01 to 2024-06-30

SERRA TRUST FUND FOR VOCATIONS, founded in 1986, is a micro nonprofit that reported $37K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $80K exceeded revenue, resulting in a 116% operating deficit.

Mission

ENCOURAGE AND FOSTER RELIGIOUS VOCATIONS BY PROVIDING AID THAT MEETS THE REQUIREMENTS OF THE BYLAWS OF OUR TRUST FUND. WE PROVIDE AID TO MEN AND WOMEN IN TRAINING FOR THE CATHOLIC ARCHDIOCESE OF DENV

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,063
Program Service Revenue $0
Investment Income $35,075
Other Revenue $0
TOTAL REVENUE $37,138

Expense Breakdown

Grants Paid $78,430
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $1,632
TOTAL EXPENSES $80,062

Year-over-Year Comparison

2023 2022 Change
Revenue $37,138 $44,804 -0.2%
Expenses $80,062 $46,654 +0.7%
Net Income $-42,924 $-1,850 +22.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
20
Independent Members
20
Employees
N/A
Volunteers
20

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
3
$0
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT BUCK BOARD MEMBER 1.00
Director
$0 $0 $0
RENEE LAW VICE CHAIRMAN 2.00
Officer Director
$0 $0 $0
GREGORY BREEN TREASURER 5.00
Officer Director
$0 $0 $0
SUE HUSLER BOARD MEMBER 1.00
Director
$0 $0 $0
PAUL BERGMAN CHAIRMAN 3.00
Officer Director
$0 $0 $0
JIM HILGER BOARD MEMBER 1.00
Director
$0 $0 $0
MARY MCMANUS BOARD MEMBER 1.00
Director
$0 $0 $0
SUZANNE REITER BOARD MEMBER 1.00
Director
$0 $0 $0
NANCY AKERS BOARD MEMBER 1.00
Director
$0 $0 $0
CAROL CAUGHLAN BOARD MEMBER 1.00
Director
$0 $0 $0
STANTON LE BRECHE BOARD MEMBER 1.00
Director
$0 $0 $0
DALE KAISER BOARD MEMBER 1.00
Director
$0 $0 $0
STAN PETERSON BOARD MEMBER 1.00
Director
$0 $0 $0
RITA ROBERTS BOARD MEMBER 1.00
Director
$0 $0 $0
REV JASON WALLACE BOARD MEMBER 1.00
Director
$0 $0 $0
DEB CABLE BOARD MEMBER 1.00
Director
$0 $0 $0
DICK VOSS BOARD MEMBER 1.00
Director
$0 $0 $0
BILL EGAN BOARD MEMBER 1.00
Director
$0 $0 $0
BEN CABOS BOARD MEMBER 1.00
Director
$0 $0 $0
STEVE SAUL BOARD MEMBER 1.00
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
2025 No data No data No data No data
2024 $37,138 $80,062 $817,407 $-42,924
2023 $44,804 $46,654 $805,979 $-1,850
2022 $42,570 $55,474 $809,380 $-12,904
2021 $27,879 $48,124 $930,298 $-20,245
2020 $41,896 $29,691 $855,495 $12,205
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