Civic Intelligence

The Sergei Foundation

EIN 27-1016100 • 501(c)3 • Lewisville, NC

Profile

The Sergei Foundation was founded in 2009 as a 501(c)(3) with the purpose to meet the unanswered need and demand for sick and injured companion pet care in North Carolina, specifically aiding lower-income families.

PO Box 176Lewisville, NC 27023

sergeifoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

31st percentile

-9.8%

Higher net margin than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

92nd percentile

$42,328

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 68.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$64,034

Up $23,995 (+60%) from 2016

Liabilities

Down

$0

Down $6,687 (-100%) from 2016

Net Assets

Up

$64,034

Up $30,682 (+92%) from 2016

Operations
Liabilities / Revenue62nd percentileNet Margin31st percentile

Revenue

Down

$62,090

Down $50,193 (-45%) from 2016

Expenses

Down

$68,158

Down $38,421 (-36%) from 2016

Net Income

Down

-$6,068

Down $11,772 (-206%) from 2016

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2015: $35,275Liabilities 2015: $2,127Net Assets 2015: $33,1482015Assets 2016: $40,039Liabilities 2016: $6,687Net Assets 2016: $33,3522016Assets 2021: $64,034Liabilities 2021: $0Net Assets 2021: $64,0342021

Highlighted filing

2021

Assets$64,034
Liabilities$0
Net Assets$64,034
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2015: $105,922Expenses 2015: $92,059Net Income 2015: $13,8632015Revenue 2016: $112,283Expenses 2016: $106,579Net Income 2016: $5,7042016Revenue 2021: $62,090Expenses 2021: $68,158Net Income 2021: -$6,0682021

Highlighted filing

2021

Revenue$62,090
Expenses$68,158
Net Income-$6,068
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,034
Liabilities
$0
Net assets
$64,034
Revenue
$62,090
Expenses
$68,158
Net income
-$6,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.62$0.68$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.07$0.33$1.12$1.07$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.02$0.33$1.06$0.92$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 3, 2022
Return Version
2021v4.0
Gross Receipts
$62,090
Mission and Program Overview

Mission

Our mission is to save companion pets' lives by providing financial aid to families unable to afford emergency, life-saving care.

To keep pets and their human companions together, reducing euthanasia or pet abandonment for companion animals with treatable conditions. This is accomplished by coordinating care between applicants and veterinary hospitals and awarding veterinary subsidies for veterinary treatment.

Program Services

DescriptionGrantsExpenses
Assisted 506 individuals and their pets by coordinating care and offering resources, financial or donated.$16,209$55,828
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen FullertonCEO And Executive DirectorFT$36,167$6,161$42,328
Dr Tim Strickland DVMDirector And Board Veterinarian-$0--
Robert MulhearnDirector-$0--
Kerri HumphreyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sergei Foundation Inc
EIN
27-1016100
Phone
3363066861
Address
PO Box 176, Lewisville, NC 27023

Signing Officer

Name
Karen Fullerton
Title
Ce
Phone
3363066861
Signed
2022-05-03
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“PPP forgiven loan”

Form 990-EZ, Part I, Line 10

“Donated veterinary services and direct veterinary subsidies for community applications.”

Form 990-EZ, Part I, Line 16

“Description;Amount^Insurance;2017|Marketing;1246|Telephone and supplies;1006|Payroll liabilities;3089|Other and miscellaneous;6282^Total;13640^”

Form 990-EZ, Part I, Line 20

“Accrued but unpaid payroll liability”

Form 990-EZ, Part II, Line 24

“Accounts receivable and undeposited funds - $935”

Raw XML Appendix195 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dr Tim Strickland DVM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert Mulhearn
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Karen Fullerton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director and Board Veterinarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CEO and Executive Director
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherRevenueTotalAmt07000
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt02040
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016209
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055828
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt063922
IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PPP forgiven loan
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Donated veterinary services and direct veterinary subsidies for community applications.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^Insurance;2017|Marketing;1246|Telephone and supplies;1006|Payroll liabilities;3089|Other and miscellaneous;6282^Total;13640^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accrued but unpaid payroll liability
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts receivable and undeposited funds - $935
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/BusinessNameControlTxt0SERG
ReturnHeader/Filer/EIN0271016100
ReturnHeader/Filer/PhoneNum03363066861
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ReturnHeader/Filer/USAddress/CityNm0Lewisville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027023
ReturnHeader/ReturnTs02022-05-03T10:31:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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