Civic Intelligence

The Serra Foundation

990PF • Fiscal year 2010 • EIN 26-1675789

Jan 01, 2010 to Dec 31, 2010 • Filed on May 13, 2011

Organization Profile
533 Westover Pass48439-1016
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2010 filings • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets52nd percentile

Assets

$216,641

No earlier filing loaded for comparison.

Net Assets

$216,641

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$51,792

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0Assets 2010: $216,641Liabilities 2010: $0Net Assets 2010: $216,6412010Assets 2011: $303,872Liabilities 2011: $0Net Assets 2011: $303,8722011Assets 2012: $867,273Liabilities 2012: $0Net Assets 2012: $867,2732012Assets 2013: $1,377,800Liabilities 2013: $0Net Assets 2013: $1,377,8002013Assets 2014: $1,257,084Liabilities 2014: $0Net Assets 2014: $1,257,0842014Assets 2015: $2,658,382Liabilities 2015: $0Net Assets 2015: $2,658,3822015Assets 2016: $3,704,240Liabilities 2016: $0Net Assets 2016: $3,704,2402016Assets 2017: $3,953,720Liabilities 2017: $0Net Assets 2017: $3,953,7202017Assets 2018: $3,816,870Liabilities 2018: $0Net Assets 2018: $3,816,8702018Assets 2019: $3,320,045Liabilities 2019: $0Net Assets 2019: $3,320,0452019Assets 2020: $3,737,091Liabilities 2020: $0Net Assets 2020: $3,737,0912020Assets 2021: $6,897,676Liabilities 2021: $0Net Assets 2021: $6,897,6762021Assets 2022: $5,681,213Liabilities 2022: $0Net Assets 2022: $5,681,2132022Assets 2023: $8,653,266Liabilities 2023: $0Net Assets 2023: $8,653,2662023Assets 2024: $9,161,688Liabilities 2024: $0Net Assets 2024: $9,161,6882024

Highlighted filing

2010

Assets$216,641
Liabilities$0
Net Assets$216,641
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $51,7922010Expenses 2011: $2,0592011Expenses 2012: $145,7282012Revenue 2013: $888,682Expenses 2013: $190,954Net Income 2013: $697,7282013Revenue 2014: $112,299Expenses 2014: $233,015Net Income 2014: -$120,7162014Revenue 2015: $2,517,942Expenses 2015: $424,489Net Income 2015: $2,093,4532015Revenue 2016: $2,323,493Expenses 2016: $586,015Net Income 2016: $1,737,4782016Revenue 2017: $801,277Expenses 2017: $551,797Net Income 2017: $249,4802017Revenue 2018: $1,965,285Expenses 2018: $1,687,474Net Income 2018: $277,8112018Revenue 2019: $1,926,043Expenses 2019: $1,705,229Net Income 2019: $220,8142019Revenue 2020: $3,837,562Expenses 2020: $1,397,095Net Income 2020: $2,440,4672020Revenue 2021: $6,137,261Expenses 2021: $1,471,668Net Income 2021: $4,665,5932021Revenue 2022: $208,686Expenses 2022: $1,387,737Net Income 2022: -$1,179,0512022Revenue 2023: $6,738,504Expenses 2023: $454,208Net Income 2023: $6,284,2962023Revenue 2024: $2,847,330Expenses 2024: $1,092,689Net Income 2024: $1,754,6412024

Highlighted filing

2010

Revenue-
Expenses$51,792
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 13, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE A SERRAPresident-$0--
JOSEPH O SERRAVice Pres.-$0--
LAUREN M SERRASecretary-$0--
MATTHEW J SERRATreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantORCHARDS CHILDREN'S SVCSCHARITABLE-SOUTHFIELD, MI, US$50,000
Filing and Contact Details

Filer

EIN
26-1675789
Raw XML Appendix302 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/Category0YEO & YEO, PC
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01550
CompensationExplanation/Compensation/PersonName0JULIE A SERRA
CompensationExplanation/Compensation/PersonName1JOSEPH O SERRA
CompensationExplanation/Compensation/PersonName2LAUREN M SERRA
CompensationExplanation/Compensation/PersonName3MATTHEW J SERRA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue014585
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue12188
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue24966
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue358334
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue459744
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue511778
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue620906
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue720633
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV016022
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV464157
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV729555
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV821789
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0BERKSHIRE HATHAWAY, INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1INTEL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2MERCK & CO, INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3FIRST TRUST EXCHANGE TRADED FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4FIRST TRUST EXCHANGE TRADED FD II
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5VANGUARD EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6VANGUARD MID-CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7VANGUARD LARGE-CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8VANGUARD SMALL-CAP
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0217
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IRS990PF/BalanceSheets/CapitalStockBOY0508811
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IRS990PF/BalanceSheets/CashEOYFMV01790
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-01-13
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0216641
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0262244
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0255460
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0985
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0254475
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03832
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn012581
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0251628
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JULIE A SERRA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JOSEPH O SERRA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LAUREN M SERRA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3MATTHEW J SERRA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRES.
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10533 WESTOVER PASS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11533 WESTOVER PASS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12533 WESTOVER PASS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13533 WESTOVER PASS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0GRAND BLANC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1GRAND BLANC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2GRAND BLANC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3GRAND BLANC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MI
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JOSEPH O SERRA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08106941720
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IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER FORM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0THE SERRA FOUNDATION - JOSEPH SERRA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08106941720
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10533 WESTOVER PASS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0GRAND BLANC
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0484391016
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount050000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ORCHARDS CHILDREN'S SVCS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1030215 SOUTHFIED RD 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SOUTHFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode048076
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear050000
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear012536
IRS990PF/UndistributedIncome/AppliedToYear1011187
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted012536
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear026277
IRS990PF/UndistributedIncome/ExcessFromCurrentYear026277
IRS990PF/UndistributedIncome/QualifyingDistributions050000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus026277
IRS990PF/UndistributedIncome/TotalCorpus026277
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear011187
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1SMITH BARNEY FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome025
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
TaxesSchedule/Taxes/Amount0217
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/NetInvestmentIncome0217
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0261675789
ReturnHeader/Filer/Name/BusinessNameLine10THE SERRA FOUNDATION
ReturnHeader/Filer/NameControl0SERR
ReturnHeader/Filer/Phone08106941720
ReturnHeader/Filer/USAddress/AddressLine10533 WESTOVER PASS
ReturnHeader/Filer/USAddress/City0GRAND BLANC
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode0484391016
ReturnHeader/Officer/DateSigned02011-05-13
ReturnHeader/Officer/Name0JOSEPH O SERRA
ReturnHeader/Officer/Phone08106941720
ReturnHeader/Officer/Title0VICE PRESIDENT
ReturnHeader/Preparer/DatePrepared02011-05-13
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10YEO & YEO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 3275
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAGINAW
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode048605
ReturnHeader/Preparer/Name0MICHAEL T TRIBBLE
ReturnHeader/Preparer/Phone09897939830
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-05-16T12:43:03-05:00

Document Assets

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Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$216,641
Liabilities
$0
Net assets
$216,641
Revenue
-
Expenses
$51,792
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.16$0.00$9.16$2.85$1.09$1.75
2023Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$6.74$0.45$6.28
2022Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.21$1.39$1.18
2021Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$6.14$1.47$4.67
2020Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$3.84$1.40$2.44
2019Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$1.93$1.71$0.22
2018Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$1.97$1.69$0.28
2017Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.80$0.55$0.25
2016Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$2.32$0.59$1.74
2015Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$2.52$0.42$2.09
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.11$0.23$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.89$0.19$0.70
2012Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.15
2011Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.05