Civic Intelligence

The Serena Bailey Foundation Inc.

990PF • Fiscal year 2018 • EIN 20-0187582

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 25, 2019

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

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

58th percentile

$5,500

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

55th percentile

2.3%

Faster asset growth than 55% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-18%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$906,786

Up $20,637 (+2.3%) from 2017

Net Assets

Up

$906,786

Up $20,637 (+2.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin94th percentile

Revenue

Down

$31,536

Down $6,787 (-18%) from 2017

Expenses

Down

$10,899

Down $158,491 (-94%) from 2017

Net Income

Up

$20,637

Up $151,704 (+116%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2018

Assets$906,786
Liabilities$0
Net Assets$906,786
Open 2018 Filing

Operations Trend

Revenue Growth18th 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

2018

Revenue$31,536
Expenses$10,899
Net Income$20,637
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 25, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TYLER M TOWNSLEYSecretary-$5,500-$5,500
AVERIL JANE TOWNSLEYPresident-$0--
BRENDA JOYCE PATTERSONVP/Treasurer-$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
2019-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
402 SOUTH KENTUCKY AVENUE SUITE 600, LAKELAND, FL 33801
Preparer
Lauren Ballard CPA
Phone
8636805600
Raw XML Appendix313 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/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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05449
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt044049
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt038600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0112608
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt038600
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt074008
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt074008
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05449
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt074008
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0112608
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0745
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01491
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0746
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0190
TaxesSchedule/TaxesDetail/Amt080
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt040
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt040
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDA JOYCE PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08636705754
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-25
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/AtSubmissionCreationDeviceId04B40EDC9BD25830FAF953A2DA90D675E1066A634
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF616F116917C551B4DEF99051D0BDBE8FF0EACC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-06-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:49:24
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/PreparationDt02019-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN BALLARD CPA
ReturnHeader/ReturnTs02019-08-02T14:49:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$906,786
Liabilities
$0
Net assets
$906,786
Revenue
$31,536
Expenses
$10,899
Net income
$20,637
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