Civic Intelligence

The Serena Bailey Foundation Inc.

990PF • Fiscal year 2017 • EIN 20-0187582

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

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

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

2nd percentile

-342%

Higher net margin than 2% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$10,000

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 26.1% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

11th percentile

-13%

Faster asset growth than 11% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

28th percentile

-5.8%

Faster revenue growth than 28% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$886,149

Down $131,067 (-13%) from 2016

Net Assets

Down

$886,149

Down $131,067 (-13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin2nd percentile

Revenue

Down

$38,323

Down $2,358 (-5.8%) from 2016

Expenses

Up

$169,390

Up $124,048 (+274%) from 2016

Net Income

Down

-$131,067

Down $126,406 (-2712%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2017

Assets$886,149
Liabilities$0
Net Assets$886,149
Open 2017 Filing

Operations Trend

Revenue Growth28th 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

2017

Revenue$38,323
Expenses$169,390
Net Income-$131,067
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENDA JOYCE PATTERSONVP/Treasurer-$10,000-$10,000
AVERIL JANE TOWNSLEYPresident-$5,000-$5,000
TYLER M TOWNSLEYSecretary-$2,500-$2,500
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
2018-05-07
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 Appendix318 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/Amt0150000
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/TotalGrantOrContriPdDurYrAmt0150000
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/InvolvedAmt0150000
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/AppliedToCurrentYearAmt047087
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0112608
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0112608
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0159695
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0112608
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0112608
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt046
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1114
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt046
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1113
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt092
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1227
TaxesSchedule/TaxesDetail/Amt071
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt035
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt036
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDA JOYCE PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08636705754
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
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/FilingSecurityInformation/AtSubmissionCreationDeviceId05EFBF20E7B7089C5FF7EB8F48BDE01CCFE2FE862
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06DDA54EA556A281A3BC6813436C812994A730E40
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:00:08
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/PreparationDt02018-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MANDY SANDERS
ReturnHeader/ReturnTs02018-05-08T14:14:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$886,149
Liabilities
$0
Net assets
$886,149
Revenue
$38,323
Expenses
$169,390
Net income
-$131,067
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