SERENITY FOUNDATION 2019 ENDOWMENT TRUST C/O FIRST FINANCIAL TRUST & ASSET MGMT (EIN 836851857) - 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

2019

Legal Domicile

Principal Officer

FIRST FINANCIAL TRUSTS

Phone

3256277004

Tax Period

2025-01-01 to 2025-12-31

SERENITY FOUNDATION 2019 ENDOWMENT TRUST C/O FIRST FINANCIAL TRUST & ASSET MGMT, founded in 2019, is a small nonprofit in the Mental Health sector that reported $146K in total revenue in fiscal year 2025. Revenue fell 29% from the prior year — a significant decline worth monitoring. Net assets of $2.4M represent 193 months of operating reserves.

Mission

SUPPORT FOR SERENITY FOUNDATION OF TEXAS, A PUBLIC CHARITY

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $146,089

Other Revenue $0

TOTAL REVENUE $146,089

Expense Breakdown

Grants Paid $134,082

Salaries & Benefits $20,241

Fundraising Expenses $0

Program Expenses $134,082

Other Expenses $4,003

TOTAL EXPENSES $158,326

Year-over-Year Comparison

	2025	2024	Change
Revenue	$146,089	$204,727	-0.3%
Expenses	$158,326	$146,704	+0.1%
Net Income	$-12,237	$58,023	-1.2%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.00		$20,241	$0	$20,241

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	$146,089	$158,326	$2,355,611	$-12,237
2024	No data	No data	No data	No data
2023	$-9,290	$127,962	$2,309,825	$-137,252
2022	$584,819	$104,351	$2,447,077	$480,468
2021	$600,097	$71,817	$1,966,609	$528,280
2020	$505,430	$59,207	$1,438,329	$446,223

SERENITY FOUNDATION 2019 ENDOWMENT TRUST C/O FIRST FINANCIAL TRUST & ASSET MGMT