SERENAGROUP RESEARCH FOUNDATION (EIN 830739611) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

THOMAS SERENA

Phone

6179455225

Tax Period

2023-01-01 to 2023-12-31

SERENAGROUP RESEARCH FOUNDATION, founded in 2018, is a small nonprofit that reported $194K in total revenue in fiscal year 2023. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $218K exceeded revenue, resulting in a 12% operating deficit.

Mission

SERENAGROUP RESEARCH FOUNDATION IS A GLOBAL WOUND CARE COOPERATIVE GROUP WITH A GROWING NETWORK OF LEADING WOUND CARE RESEARCH CENTERS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $119,227

Program Service Revenue $74,948

Investment Income $0

Other Revenue $0

TOTAL REVENUE $194,175

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $177,270

Other Expenses $218,172

TOTAL EXPENSES $218,172

Year-over-Year Comparison

	2023	2022	Change
Revenue	$194,175	$466,560	-0.6%
Expenses	$218,172	$535,721	-0.6%
Net Income	$-23,997	$-69,161	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$454,092

Total Directors

$454,092

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS SERENA	CEO & FOUNDING TRUSTEE	3.00	Officer Director	$0	$47,398	$290,217
ANTHONY SERENA	CFO & FOUNDING TRUSTEE	1.00	Officer Director	$0	$25,875	$163,875
TIMOTHY MAYHUGH	INDEPENDENT TRUSTEE	2.00	Director	$0	$0	$0
GERALD BLISTEIN	INDEPENDENT TRUSTEE	2.00	Director	$0	$0	$0
JOHN HIETALA	INDEPENDENT TRUSTEE	2.00	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
2023	$194,175	$218,172	No data	$-23,997
2022	$466,560	$535,721	$40,205	$-69,161
2021	$676,235	$546,097	$146,858	$130,138
2020	$1,084,385	$1,536,916	$78,978	$-452,531
2019	$2,822,514	$2,406,963	$1,039,618	$415,551

SERENAGROUP RESEARCH FOUNDATION