SERENITY FOUNDATION LLC (EIN 851226861) - 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

2020

Legal Domicile

Principal Officer

GURIQBAL S NANDRA

Phone

3128207571

Tax Period

2023-01-01 to 2023-12-31

SERENITY FOUNDATION LLC, founded in 2020, is a small nonprofit in the Mental Health sector that reported $161K in total revenue in fiscal year 2023. Expenses of $183K exceeded revenue, resulting in a 14% operating deficit.

Mission

THE SERENITY FOUNDATION, A 501(C)(3) NOT-FOR-PROFIT ORGANIZATION, ASPIRES TO IMPROVE THE MENTAL HEALTH OF THE COMMUNITY IT SERVES BY SPONSORING KETAMINE INFUSION-BASED TREATMENT FOR DEPRESSION, PTSD, ADDICTION, AND OTHER MENTAL HEALTH ISSUES TO THOSE STRUGGLING WITH FINANCIAL MEANS AND FAILED CONVENTIONAL MEDICATIONS AND TREATMENTS.

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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 $213,483

Program Service Revenue $0

Investment Income $0

Other Revenue $-52,598

TOTAL REVENUE $160,885

Expense Breakdown

Grants Paid $149,425

Salaries & Benefits $0

Fundraising Expenses $465

Program Expenses $180,991

Other Expenses $34,041

TOTAL EXPENSES $183,466

Year-over-Year Comparison

	2023	2022	Change
Revenue	$160,885	$160,746	+0.0%
Expenses	$183,466	$211,958	-0.1%
Net Income	$-22,581	$-51,212	-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

Governance

Voting Members

Independent Members

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
GURIQBAL S NANDRA	CHAIRMAN	2.00	Director	$0	$0	$0
LILIANA P O'SHEA	SECRETARY	2.00	Director	$0	$0	$0
IRVIN WIESMAN	MEMBER	2.00	Director	$0	$0	$0
MARC STRONGIN	MEMBER	2.00	Director	$0	$0	$0
ALEXA JAMES	MEMBER	2.00	Director	$0	$0	$0
LARRY WERT	MEMBER	2.00	Director	$0	$0	$0
JILL DODDS	MEMBER	2.00	Director	$0	$0	$0
JASON PRINZO	MEMBER	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	$160,885	$183,466	$259	$-22,581

SERENITY FOUNDATION LLC