Civic Intelligence

The Serena Bailey Foundation Inc.

990PF • Fiscal year 2014 • EIN 20-0187582

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 09, 2015

Organization Profile
PO Box 8990Lakeland, FL 33806-8990

(863) 670-5754

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

50th percentile

1.7%

Faster asset growth than 50% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

59th percentile

7.8%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,001,454

Up $16,552 (+1.7%) from 2013

Net Assets

Up

$1,001,454

Up $16,552 (+1.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin84th percentile

Revenue

Up

$43,622

Up $3,175 (+7.8%) from 2013

Expenses

Down

$27,070

Down $6,456 (-19%) from 2013

Net Income

Up

$16,552

Up $9,631 (+139%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $985,647Liabilities 2011: $0Net Assets 2011: $985,6472011Assets 2012: $977,981Liabilities 2012: $0Net Assets 2012: $977,9812012Assets 2013: $984,902Liabilities 2013: $0Net Assets 2013: $984,9022013Assets 2014: $1,001,454Liabilities 2014: $0Net Assets 2014: $1,001,4542014Assets 2015: $1,021,877Liabilities 2015: $0Net Assets 2015: $1,021,8772015Assets 2016: $1,017,216Liabilities 2016: $0Net Assets 2016: $1,017,2162016Assets 2017: $886,149Liabilities 2017: $0Net Assets 2017: $886,1492017Assets 2018: $906,786Liabilities 2018: $0Net Assets 2018: $906,7862018Assets 2019: $913,681Liabilities 2019: $0Net Assets 2019: $913,6812019Assets 2020: $945,184Liabilities 2020: $0Net Assets 2020: $945,1842020Assets 2021: $958,739Liabilities 2021: $0Net Assets 2021: $958,7392021Assets 2022: $931,798Liabilities 2022: $0Net Assets 2022: $931,7982022Assets 2023: $947,729Liabilities 2023: $0Net Assets 2023: $947,7292023Assets 2024: $865,028Liabilities 2024: $0Net Assets 2024: $865,0282024

Highlighted filing

2014

Assets$1,001,454
Liabilities$0
Net Assets$1,001,454
Open 2014 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2011: $45,8172011Expenses 2012: $45,7472012Revenue 2013: $40,447Expenses 2013: $33,526Net Income 2013: $6,9212013Revenue 2014: $43,622Expenses 2014: $27,070Net Income 2014: $16,5522014Revenue 2015: $43,421Expenses 2015: $22,998Net Income 2015: $20,4232015Revenue 2016: $40,681Expenses 2016: $45,342Net Income 2016: -$4,6612016Revenue 2017: $38,323Expenses 2017: $169,390Net Income 2017: -$131,0672017Revenue 2018: $31,536Expenses 2018: $10,899Net Income 2018: $20,6372018Revenue 2019: $29,266Expenses 2019: $22,371Net Income 2019: $6,8952019Revenue 2020: $33,753Expenses 2020: $2,250Net Income 2020: $31,5032020Revenue 2021: $23,476Expenses 2021: $9,921Net Income 2021: $13,5552021Revenue 2022: $22,677Expenses 2022: $49,618Net Income 2022: -$26,9412022Revenue 2023: $22,140Expenses 2023: $3,238Net Income 2023: $18,9022023Revenue 2024: $29,696Expenses 2024: $112,335Net Income 2024: -$82,6392024

Highlighted filing

2014

Revenue$43,622
Expenses$27,070
Net Income$16,552
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 9, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AVERIL JANE TOWNSLEYPresident-$0--
BRENDA JOYCE PATTERSONVP/Treasurer-$0--
TYLER M TOWNSLEYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Serena Bailey Foundation Inc
EIN
20-0187582
Phone
8636705754
Address
PO BOX 8990, LAKELAND, FL 33806-8990

Signing Officer

Name
Brenda Joyce Patterson
Title
VP/treasurer
Phone
8636705754
Signed
2015-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
402 SOUTH KENTUCKY AVENUE SUITE 600, LAKELAND, FL 33801
Preparer
Mandy Sanders
Phone
8636805600
Raw XML Appendix355 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt025143
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BRENDA PATTERSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 2174
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAKELAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0338062174
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08636705754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt024000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PURCHASE LIBRARY BOOKS AND PERIODICALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CITY OF LAKELAND LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 LAKE MORTON DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033801
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/InvolvedAmt024000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt01a(1)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt0CITY OF LAKELAND LIBRARY
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc0THE ORGANIZATION TRANSFERRED CASH TO THE CITY OF LAKELAND LIBRARY FOR THE PURPOSES OF PURCHASING BOOKS AND PERIODICALS FOR THE LIBRARY.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd01
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025143
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt049242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt024099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt045405
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt045225
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013788
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt024099
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt080319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt045405
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt034914
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025143
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt080319
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0104418
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES PAID TO PETERSON & MYERS PA
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0578
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01156
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0578
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0520
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POST OFFICE BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt019
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2777
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt039
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2777
TaxesSchedule/TaxesDetail/Amt0298
TaxesSchedule/TaxesDetail/Amt165
TaxesSchedule/TaxesDetail/CategoryTxt0DIVISION OF CORP
TaxesSchedule/TaxesDetail/CategoryTxt1FL DEPT OF AGRICULTURE & CONSUMER SERVICES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0149
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt132
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0149
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt133
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDA JOYCE PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08636705754
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERENA BAILEY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SERE
ReturnHeader/Filer/EIN0200187582
ReturnHeader/Filer/PhoneNum08636705754
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8990
ReturnHeader/Filer/USAddress/CityNm0LAKELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0338068990
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0402 SOUTH KENTUCKY AVENUE SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033801
ReturnHeader/PreparerPersonGrp/PhoneNum08636805600
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MANDY SANDERS
ReturnHeader/ReturnTs02015-11-11T11:25:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,001,454
Liabilities
$0
Net assets
$1,001,454
Revenue
$43,622
Expenses
$27,070
Net income
$16,552
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.03$0.11$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.02$0.00$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.02$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.02$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.03$0.00$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.03$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.03$0.01$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04$0.17$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.02$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.04$0.03$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.03$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05