Serra Residential Center Inc

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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

1976

Legal Domicile

Principal Officer

LISA SENADENOS

Phone

5104771000

Tax Period

2025-01-01 to 2025-12-31

Serra Residential Center Inc, founded in 1976, is a community nonprofit that reported $6.1M in total revenue in fiscal year 2025. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $5.3M left a modest 13% surplus.

Mission

To provide dignity, respect and choice for persons with developmental disabilities

Program Service Accomplishments

Program 1

Expenses: $1,975,183 Revenue: $1,860,517

Residential care homes are our intermediate care facilities for the developmentally disabled - handicapped (ICF-DDH) that are licensed by the California Dept. of Health Services and designed to...

Residential care homes are our intermediate care facilities for the developmentally disabled - handicapped (ICF-DDH) that are licensed by the California Dept. of Health Services and designed to provide 24 hour care, supervision and support to individuals who have a recurring but intermittent need for skilled nursing services. These four homes are owned and operated by Serra Center and located within the residential community of Fremont, CA.

Program 2

Expenses: $1,745,180 Revenue: $2,794,504

Our supported living services consist of a broad range of services, providing for a significantly high volume of support and training. Supported living services can include more intensive support...

Our supported living services consist of a broad range of services, providing for a significantly high volume of support and training. Supported living services can include more intensive support, such as the use of adaptive equipment and personal attendant care. These services help individuals work toward their long-range personal goals, as well as exercise meaningful choice and control in their daily lives. Services are designed around the needs and desires of each individual.

Program 3

Expenses: $653,448 Revenue: $596,703

Independent living services provides up to 40 hours per month of daily living skills training and support with the objective centering on the individual leading the most self-managed life possible in the least restrictive environment. The number of training hours and the areas of training are determined based on an individual's assessed need and personal choice.

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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 $216,162

Program Service Revenue $5,251,724

Investment Income $492,492

Other Revenue $112,963

TOTAL REVENUE $6,073,341

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,537,559

Fundraising Expenses $162,820

Program Expenses $4,373,811

Other Expenses $745,238

TOTAL EXPENSES $5,282,797

Year-over-Year Comparison

	2025	2024	Change
Revenue	$6,073,341	$4,937,580	+0.2%
Expenses	$5,282,797	$4,275,701	+0.2%
Net Income	$790,544	$661,879	+0.2%

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

Independent Members

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

$213,802

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA SENADENOS	CEO	40.00	Officer	$213,802	$0	$213,802
MONICA MYERS GREENBERG	Director	1.00	Director	$0	$0	$0
JEROLD S COHEN	Director	1.00	Director	$0	$0	$0
SUE GODDARD	Director	1.00	Director	$0	$0	$0
JULIE MOORE	Secretary	1.00	Officer Director	$0	$0	$0
PHIL WALD	Pres.&Treasurer	1.00	Officer Director	$0	$0	$0
Don Stump	Director	1.00		$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	$6,073,341	$5,282,797	$11,290,195	$790,544
2024	No data	No data	No data	No data
2023	$4,712,261	$3,951,059	$8,773,419	$761,202
2022	$4,976,038	$3,878,182	$7,170,253	$1,097,856
2021	$5,886,355	$3,829,499	$6,900,354	$2,056,856
2020	$5,066,339	$4,102,530	$4,716,653	$963,809
2019	$3,895,381	$3,779,621	$3,483,795	$115,760
2018	$3,665,753	$3,555,820	$3,148,055	$109,933