SERVERIE

EIN: 820819172 501(c)(3) Community Improvement

MCKEAN, PA

Total Revenue
$151,244
Total Expenses
$172,583
Total Assets
$125,980
Net Assets
$87,757
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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
2017
Legal Domicile
PA
Principal Officer
AARON LUNDBERG
Phone
8147904973
Tax Period
2023-09-01 to 2024-08-31

SERVERIE, founded in 2017, is a small nonprofit in the Community Improvement sector that reported $151K in total revenue in fiscal year 2023. Expenses of $173K exceeded revenue, resulting in a 14% operating deficit.

Mission

SERVERIE RESTORES COMMUNITIES BY CONNECTING PEOPLE IN NEED TO RESOURCE.

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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 $151,224
Program Service Revenue $0
Investment Income $1
Other Revenue $19
TOTAL REVENUE $151,244

Expense Breakdown

Grants Paid $0
Salaries & Benefits $46,055
Fundraising Expenses $54,952
Program Expenses $105,751
Other Expenses $126,528
TOTAL EXPENSES $172,583

Year-over-Year Comparison

2023 2022 Change
Revenue $151,244 $153,138 0.0%
Expenses $172,583 $209,921 -0.2%
Net Income $-21,339 $-56,783 -0.6%
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

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Governance

Voting Members
3
Independent Members
3
Employees
1
Volunteers
356

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
$285,877
Total Directors
3
$285,877
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CODY COOK TREASURER 5.00
Officer Director
$0 $0 $0
DEREK SANFORD CHARIMAN 10.00
Officer Director
$0 $94,567 $104,567
AARON LUNDBERG VICE CHAIRMAN 10.00
Officer Director
$0 $39,476 $181,310
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 $151,244 $172,583 $125,980 $-21,339
2023 $153,138 $209,921 $196,356 $-56,783
2022 $164,409 $179,184 $274,895 $-14,775
2021 $281,346 $276,293 $297,792 $5,053
2020 $339,011 $372,011 $208,177 $-33,000
2019 $335,364 $250,862 $220,002 $84,502
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