SERVE AND CONNECT (EIN 811369953) - 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

2016

Legal Domicile

Principal Officer

KASSANDRA ALIA RAY

Phone

3019082635

Tax Period

2023-07-01 to 2024-06-30

SERVE AND CONNECT, founded in 2016, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 103% from the prior year, signaling strong growth momentum. The organization ran a surplus of $393K, a strong 24% operating margin.

Mission

FOSTERING POSITIVE CHANGE THROUGH SUSTAINABLE POLICE AND COMMUNITY PARTNERSHIPS.

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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 $1,640,957

Program Service Revenue $0

Investment Income $300

Other Revenue $-28,101

TOTAL REVENUE $1,613,156

Expense Breakdown

Grants Paid $0

Salaries & Benefits $538,229

Fundraising Expenses $114,587

Program Expenses $972,758

Other Expenses $681,929

TOTAL EXPENSES $1,220,158

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,613,156	$794,647	+1.0%
Expenses	$1,220,158	$858,454	+0.4%
Net Income	$392,998	$-63,807	-7.2%

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

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

415

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

$85,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KASSANDRA ALIA RAY	CEO	40.00	Officer	$85,000	$0	$85,000
CLIFFORD BOURKE	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL BRENAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LANCE BROWN	TREASURER	1.00	Officer Director	$0	$0	$0
RONALD HARVEY	BOARD MEMBER	1.00	Director	$0	$0	$0
REV JUAN IBARRA	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK JIRAN	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
CHIEF MARK KEEL	BOARD MEMBER	1.00	Director	$0	$0	$0
KENT KRIEG	PAST CHAIR	1.00	Officer Director	$0	$0	$0
ANGELA MCDUFFIE	CHAIR	1.00	Officer Director	$0	$0	$0
ANDREA MOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
AMANDA TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIE TITUS	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN ALPHIN	BOARD MEMBER	1.00	Director	$0	$0	$0
XANNA BAILEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MELRON KELLY	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	$1,613,156	$1,220,158	$817,357	$392,998
2023	$794,647	$858,454	$213,476	$-63,807
2022	$538,860	$513,460	$255,814	$25,400
2021	$614,166	$585,163	$221,341	$29,003
2020	$493,893	$354,841	$210,248	$139,052
2019	$271,876	$356,088	$75,713	$-84,212

SERVE AND CONNECT