SERENITYSTAR (EIN 900446173) - 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

2009

Legal Domicile

Principal Officer

ROSALINA LOPEZ

Phone

9795711083

Tax Period

2023-01-01 to 2023-12-31

SERENITYSTAR, founded in 2009, is a community nonprofit in the Mental Health sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 94% from the prior year, signaling strong growth momentum. Expenses of $1.9M left a modest 5% surplus.

Mission

SerenityStar provides a safe, sober & spiritual environment for families to recover from their addictions.

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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 $2,024,053

Program Service Revenue $0

Investment Income $325

Other Revenue $0

TOTAL REVENUE $2,024,378

Expense Breakdown

Grants Paid $85,200

Salaries & Benefits $70,150

Fundraising Expenses $0

Program Expenses $1,915,624

Other Expenses $1,760,274

TOTAL EXPENSES $1,915,624

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,024,378	$1,044,800	+0.9%
Expenses	$1,915,624	$822,806	+1.3%
Net Income	$108,754	$221,994	-0.5%

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

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

$36,700

Total Directors

$64,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ASHLEY NICOLE	BOARD MEMBER	10.00	Director	$0	$13,250	$13,250
HEATHER MCBRYAR	Treasurer	10.00	Officer Director	$0	$10,650	$10,650
PHILLIP JONES	Vice President	10.00	Officer Director	$0	$10,500	$10,500
JUSTIN MOTL	BOARD MEMBER	10.00	Director	$0	$10,200	$10,200
BRYAN LENTZ	BOARD MEMBER	10.00	Director	$0	$10,000	$10,000
ROSALINA LOPEZ	President	10.00	Officer Director	$0	$9,800	$9,800
THERESA LOPEZ	Executive Dir.	40.00	Officer	$0	$5,750	$5,750
GINA RAMIREZ	BOARD MEMBER	10.00	Director	$0	$0	$0
AUSTIN PAYNE	Secretary	10.00	Officer Director	$0	$0	$0
CHRIS ESCOBAR	BOARD MEMBER	10.00	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
2024	No data	No data	No data	No data
2023	$2,024,378	$1,915,624	$3,604,356	$108,754
2022	$1,044,800	$822,806	$3,596,253	$221,994
2021	$1,804,987	$1,047,967	$3,680,449	$757,020
2020	$1,031,141	$552,064	$417,550	$479,077
2019	$838,474	$664,146	$448,572	$174,328
2018	$497,982	$430,790	$354,262	$67,192

SERENITYSTAR