SERENDIPITY MERCANTILE

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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

2022

Legal Domicile

Principal Officer

LAURA BURKE

Phone

3093230163

Tax Period

2024-01-01 to 2024-12-31

SERENDIPITY MERCANTILE, founded in 2022, is a small nonprofit in the Human Services sector that reported $152K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

At Serendipity Mercantile, our mission is to cultivate a welcoming oasis where individuals feel the presence of the Lord, experience genuine love, and feel seen and known. We are committed to giving back to our community a portion of our finances each month to support and help fuel local nonprofits that are making a lasting impact. Through collabor

Program Service Accomplishments

Program 1

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $152,136

TOTAL REVENUE $152,136

Expense Breakdown

Grants Paid $11,633

Salaries & Benefits $66,520

Fundraising Expenses $0

Other Expenses $66,487

TOTAL EXPENSES $149,795

Year-over-Year Comparison

	2024	2023	Change
Revenue	$152,136	$131,218	+0.2%
Expenses	$149,795	$147,015	+0.0%
Net Income	$2,341	$-15,797	-1.1%

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

N/A

Employees

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

$58,908

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIELLE SALZ	OFFICER	040.00	Officer	$29,504	$0	$29,504
LAURA BURKE	OFFICER	040.00	Officer	$29,404	$0	$29,404

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	$152,136	$149,795	$7,188	$2,341
2023	$131,218	$147,015	$5,291	$-15,797
2022	$87,324	$87,324	$13,716	No data