SERTOMA CLUB OF MESA AZ C/O BARRY C DICKERSON

EIN: 866041595 501(c)(3) Philanthropy & Grantmaking

MESA, AZ

Total Revenue
$79,776
Total Expenses
$51,096
Total Assets
$212,204
Net Assets
$212,204
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1954
Legal Domicile
AZ
Principal Officer
DAVID FISCHBECK
Phone
4809621845
Tax Period
2024-07-01 to 2025-06-30

SERTOMA CLUB OF MESA AZ C/O BARRY C DICKERSON, founded in 1954, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $80K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $29K, a strong 36% operating margin.

Mission

IT IS THE PURPOSE OF THE SERTOMA CLUB OF MESA, ARIZONA TO PROMOTE HEARING HEALTH, EDUCATING INDIVIDUALS ON THE MAINENANCE OF THE PRINCIPLES OF FREE ENTERPRISE AND TO ENCOURAGE GOOD GOVERNMENT AND GOOD CITIZENSHIP; TO PROVIDE MEANINGFUL, WORTHWHILE AND COMPASSIONATE SERVICE TO THE COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $10,823
Program Service Revenue $63,766
Investment Income $5,187
Other Revenue $0
TOTAL REVENUE $79,776

Expense Breakdown

Grants Paid $38,450
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $40,371
Other Expenses $12,646
TOTAL EXPENSES $51,096

Year-over-Year Comparison

2024 2023 Change
Revenue $79,776 $62,188 +0.3%
Expenses $51,096 $51,862 0.0%
Net Income $28,680 $10,326 +1.8%
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

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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
5
Independent Members
5
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
4
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALAN B COLLIER DIRECTOR 4.00
Director
$0 $0 $0
KEITH LAVENDER DIRECTOR 1.00
Director
$0 $0 $0
BARRY C DICKERSON TREASURER 4.00
Officer Director
$0 $0 $0
WAYNE LINES BOARD CHAIRM 3.00
Director
$0 $0 $0
DEAN SENNE SECRETARY 2.00
Officer Director
$0 $0 $0
DAVID FISCHBECK PRESIDENT 4.00
Officer Director
$0 $0 $0
LORI LAVENDER VICE-PRESIDE 1.50
Officer Director
$0 $0 $0
HARRY MCFATE DIRECTOR 0.50
Director
$0 $0 $0
WILLIAM M SOMMERS DIRECTOR 0.50
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 $79,776 $51,096 $212,204 $28,680
2024 $62,188 $51,862 $183,524 $10,326
2023 $150,627 $151,961 $173,198 $-1,334
2022 $197,177 $119,775 $174,532 $77,402
2021 $31,230 $109,344 $97,130 $-78,114
2020 $156,023 $199,766 $175,244 $-43,743
2019 $199,575 $163,000 $228,987 $36,575
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