Civic Intelligence

The Serena Bailey Foundation Inc.

990PF • Fiscal year 2015 • EIN 20-0187582

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 12, 2016

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.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

58th percentile

2.0%

Faster asset growth than 58% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

42nd percentile

-0.5%

Faster revenue growth than 42% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,021,877

Up $20,423 (+2.0%) from 2014

Net Assets

Up

$1,021,877

Up $20,423 (+2.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin88th percentile

Revenue

Down

$43,421

Down $201 (-0.5%) from 2014

Expenses

Down

$22,998

Down $4,072 (-15%) from 2014

Net Income

Up

$20,423

Up $3,871 (+23%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2015

Assets$1,021,877
Liabilities$0
Net Assets$1,021,877
Open 2015 Filing

Operations Trend

Revenue Growth42nd 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

2015

Revenue$43,421
Expenses$22,998
Net Income$20,423
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 12, 2016
Return Version
2015v2.1
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
2016-08-12
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 Appendix309 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/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/Amt021000
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/TotalGrantOrContriPdDurYrAmt021000
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/InvolvedAmt021000
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/AppliedToCurrentYearAmt021999
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050726
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt028727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt045405
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt034914
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt028727
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06187
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045405
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt045405
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021999
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt051592
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt080319
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POST OFFICE BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt039
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt039
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt078
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/CategoryTxt0SUNBIZ
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt035
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDA JOYCE PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08636705754
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-12
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/PreparationDt02016-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MANDY SANDERS
ReturnHeader/ReturnTs02016-08-29T13:25:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,021,877
Liabilities
$0
Net assets
$1,021,877
Revenue
$43,421
Expenses
$22,998
Net income
$20,423
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