Civic Intelligence

Sergei Foundation Inc

990EZ • Fiscal year 2015 • EIN 27-1016100

Jan 01, 2015 to Dec 31, 2015 • Filed on May 02, 2016

PO Box 17256Winstonsalem, NC 27116

(336) 306-6861

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

89th percentile

$38,271

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 36.1% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Assets

$35,275

No earlier filing loaded for comparison.

Net Assets

$33,148

No earlier filing loaded for comparison.

Liabilities

$2,127

No earlier filing loaded for comparison.

Revenue

$105,922

No earlier filing loaded for comparison.

Expenses

$92,059

No earlier filing loaded for comparison.

Net Income

$13,863

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$35,275
Liabilities$2,127
Net Assets$33,148

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$105,922
Expenses$92,059
Net Income$13,863
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 2, 2016
Return Version
2015v2.1
Gross Receipts
$128,585
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.

Program Services

DescriptionGrantsExpenses
EMERGENCY VET CARE: PROVIDED VETERINARY SUBSIDIES FOR LOW-INCOME FAMILIES TO HAVE EMERGENCY, LIFE-SAVING VET CARE PERFORMED ON THEIR COMPANION DOG OR CAT FROM A LICENCED VETERINARIAN.$31,296$65,034
GENERAL VET CARE: PROVIDED VETERINARY SUBSIDIES FOR LOW-INCOME FAMILIES TO HAVE GENERAL VET CARE PERFORMED (UP TO 100) ON THEIR COMPANION DOG OR CAT FROM A LICENSED VETERIANARIAN.$3,089$6,121
DISCRETIONARY PET FUND: PROVIDED VETERINARY SUBSIDIES OR PET-RELATED HELP WHEN INCOME CRITERIA COANNOT BE OBTAINED IN TIME FOR LIFE-SAVING PROCEDURES OR DOES NOT QUITE FIT ER OR GENERAL VET CARE PARAMETERS.$2,796$5,356
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN FULLERTON MBAPresidentFT$35,000$3,271$38,271
DR TIM STRICKLAND DMVBoard Chair-$0--
ELAINE LANDBoard Member-$0--
RAY HANNAHBoard Member-$0--
GALE KETTELERBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Triad Dog Games$56,994$24,971$22,663$2,308
Total Events$56,994$24,971$22,663$2,308
Filing and Contact Details

Filer

Filer Name
The Sergei Foundation
EIN
27-1016100
Phone
3363066861
Address
PO BOX 17256, WINSTONSALEM, NC 27116

Signing Officer

Name
Karen Fullerton Mba
Title
President
Phone
3363066861
Signed
2016-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Gray Callison & Company Pa
Address
3813 FORRESTGATE DRIVE, WINSTON SALEM, NC 27103
Preparer
Ernest V Logemann
Phone
3367603210
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous 95 total 95

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 987 office 2,075 travel 2,039 conferences/meetings 199 insurance 2,056 payroll fees 731 registration fees 210 miscellaneous 86 total 8,383

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 0 2,528 total 0 2,528

Form 990-ez, Part II, Line 26

Payroll liabilites 0 2,127

Form 990-ez, Part III

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

Raw XML Appendix179 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/PersonNm3GALE KETTELER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
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IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO SAVE COMPANION PETS' LIVES BY PROVIDING FINANCIAL AID TO FAMILIES UNABLE TO AFFORD EMERGENCY, LIFE-SAVING CARE.
IRS990EZ/PrintingPublicationsPostageAmt01083
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EMERGENCY VET CARE: PROVIDED VETERINARY SUBSIDIES FOR LOW-INCOME FAMILIES TO HAVE EMERGENCY, LIFE-SAVING VET CARE PERFORMED ON THEIR COMPANION DOG OR CAT FROM A LICENCED VETERINARIAN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GENERAL VET CARE: PROVIDED VETERINARY SUBSIDIES FOR LOW-INCOME FAMILIES TO HAVE GENERAL VET CARE PERFORMED (UP TO 100) ON THEIR COMPANION DOG OR CAT FROM A LICENSED VETERIANARIAN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DISCRETIONARY PET FUND: PROVIDED VETERINARY SUBSIDIES OR PET-RELATED HELP WHEN INCOME CRITERIA COANNOT BE OBTAINED IN TIME FOR LIFE-SAVING PROCEDURES OR DOES NOT QUITE FIT ER OR GENERAL VET CARE PARAMETERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031296
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25356
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IRS990EZ/TotalExpensesAmt092059
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 95 TOTAL 95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 987 OFFICE 2,075 TRAVEL 2,039 CONFERENCES/MEETINGS 199 INSURANCE 2,056 PAYROLL FEES 731 REGISTRATION FEES 210 MISCELLANEOUS 86 TOTAL 8,383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 0 2,528 TOTAL 0 2,528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL LIABILITES 0 2,127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUR MISSION IS TO SAVE COMPANION PETS' LIVES BY PROVIDING FINANCIAL AID TO FAMILIES UNABLE TO AFFORD EMERGENCY, LIFE-SAVING CARE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN FULLERTON MBA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03363066861
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SERGEI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SERG
ReturnHeader/Filer/EIN0271016100
ReturnHeader/Filer/PhoneNum03363066861
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 17256
ReturnHeader/Filer/USAddress/CityNm0WINSTONSALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027116
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561285792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAY CALLISON & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03813 FORRESTGATE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINSTON SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027103
ReturnHeader/PreparerPersonGrp/PhoneNum03367603210
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERNEST V LOGEMANN
ReturnHeader/ReturnTs02016-06-08T08:03:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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