Civic Intelligence

Serena Foundation Inc.

EIN 27-2994814 • Burlington, VT

Pub. 78 Eligible
209 Battery Street PO Box 988Burlington, VT 05402
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

2nd percentile

-179%

Higher net margin than 2% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

20th percentile

$15,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

44th percentile

3.1%

Faster asset growth than 44% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

27%

Faster revenue growth than 73% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$48,890,449

Up $1,456,460 (+3.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$48,890,449

Up $1,456,460 (+3.1%) from 2023

Revenue

Up

$1,176,756

Up $248,021 (+27%) from 2023

Expenses

Up

$3,284,220

Up $751,136 (+30%) from 2023

Net Income

Down

-$2,107,464

Down $503,115 (-31%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2019: $42,713,986Liabilities 2019: $0Net Assets 2019: $42,713,9862019Assets 2020: $48,619,258Liabilities 2020: $0Net Assets 2020: $48,619,2582020Assets 2021: $55,791,869Liabilities 2021: $0Net Assets 2021: $55,791,8692021Assets 2022: $42,451,035Liabilities 2022: $0Net Assets 2022: $42,451,0352022Assets 2023: $47,433,989Liabilities 2023: $0Net Assets 2023: $47,433,9892023Assets 2024: $48,890,449Liabilities 2024: $0Net Assets 2024: $48,890,4492024

Highlighted filing

2024

Assets$48,890,449
Liabilities$0
Net Assets$48,890,449

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2019: $1,524,332Expenses 2019: $2,249,998Net Income 2019: -$725,6662019Revenue 2020: $3,157,505Expenses 2020: $2,296,757Net Income 2020: $860,7482020Revenue 2021: $4,029,227Expenses 2021: $3,103,682Net Income 2021: $925,5452021Revenue 2022: $1,666,630Expenses 2022: $2,723,027Net Income 2022: -$1,056,3972022Revenue 2023: $928,735Expenses 2023: $2,533,084Net Income 2023: -$1,604,3492023Revenue 2024: $1,176,756Expenses 2024: $3,284,220Net Income 2024: -$2,107,4642024

Highlighted filing

2024

Revenue$1,176,756
Expenses$3,284,220
Net Income-$2,107,464

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUSTIN HART CO DINSE PCPresident-$15,000-$15,000
WALLACE TAPIA CO DINSE PCTreasurer-$15,000-$15,000
F RENDOL BARLOW CO DINSE PCSecretary-$15,000-$15,000
MEREDITH MURPHY CO DINSE PCAssistant Treasurer - Began 5/16/24-$0--
E RUSSELL PEACH IV CO DINSE PCAssistant Treasurer - Thru 6/27/24-$0--
Filing and Contact Details

Filer

Filer Name
Serena Foundation Inc
EIN
27-2994814
Phone
8028645751
Address
209 BATTERY STREET PO BOX 988, BURLINGTON, VT 05402

Signing Officer

Name
Wallace W Tapia CPA
Title
Treasurer
Phone
8028645751
Signed
2025-10-17
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
20 COMMERCE DRIVE SUITE 301, CRANFORD, NJ 07016-3618
Preparer
Scott Brown
Phone
9082726200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11266467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11340
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11532315
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11780203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11820269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11943840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12071004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12118071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12219836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12327172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12423572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12527753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12674334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12718876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12834692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12914304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1304725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13178666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13217600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13340101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13430373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13516024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13616429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13710310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13816618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13924343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14040590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14184803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14265881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14385971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACCO BRANDS CORP 6,063.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADVANCED ENERGY INDUSTRIES INC 420.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AEROVIRONMENT INC 340.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AGREE REALTY CORP 690.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMBARELLA INC 1,175.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN FINANCIAL GROUP INC/OH 120.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERISAFE INC 290.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMPHASTAR PHARMACEUTICALS INC 400.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ARCOSA INC 730.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ARRAY TECHNOLOGIES INC 1,490.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ASTRANA HEALTH INC 630.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ATKORE INC 305.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BARRETT BUSINESS SERVICES INC 2,340.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BICYCLE THERAPEUTICS PLC 600.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BLOOM ENERGY CORP CL A 1,655.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BOYD GAMING CORP 1,240.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BRIGHTVIEW HOLDINGS INC 2,930.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CACTUS INC 860.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CANADA GOOSE HOLDINGS INC 1,140.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CANADIAN PACIFIC RAILWAY LTD 563.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CBIZ INC 740.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CHATHAM LODGING TRUST 4,390.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CHEESECAKE FACTORY 1,980.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23COGNEX CORP 1,625.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COHERENT CORP 1,000.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25COLUMBUS MCKINNON CORP/NY 910.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26COMMVAULT SYSTEMS INC 500.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27COMPASS DIVERSIFIED HOLDINGS 1,710.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CRANE NXT CO 740.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CUBESMART 810.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CYTOKINETICS INC 720.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DIAMONDBACK ENERGY INC 170.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DIAMONDROCK HOSPITALITY CO 4,600.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DIGITAL REALTY TRUST INC 380.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34DOUGLAS DYNAMICS INC 1,380.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35DUCOMMUN INC 1,081.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36EASTGROUP PROPERTIES INC 240.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ENERGY RECOVERY INC 840.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38FARO TECHNOLOGIES INC 1,260.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39FORMFACTOR INC 1,130.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40GATES INDUSTRIAL CORP PLC 2,670.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41GENESCO INC 980.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42G-III APPAREL GROUP LTD 520.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43GLOBUS MEDICAL INC 820.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44GOLAR LNG LTD 2,540.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45GREENBRIER COS INC/THE 732.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46GROUP 1 AUTOMOTIVE INC 220.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47HELMERICH & PAYNE INC 540.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48HEXCEL CORP NEW 496.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49IAC INC 530.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ICHOR HOLDINGS LTD 1,150.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51INDEPENDENT BANK GROUP INC 810.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52INSTEEL INDUSTRIES INC 770.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53INTELLIA THERAPEUTICS INC 540.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54INTRA-CELLULAR THERAPIES INC 420.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55IONIS PHARMACEUTICALS INC 1,003.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56IPG PHOTONICS CORP 300.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57IRIDIUM COMMUNICATIONS INC 2,030.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ITRON INC 680.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59JOHN B SANFILIPPO & SON INC 200.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60KOPPERS HOLDINGS INC 1,010.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61KRATOS DEFENSE & SECURITY SOLUTIONS INC 1,235.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LAM RESEARCH CORP 1,320.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63LANTHEUS HOLDINGS INC 680.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64LAS VEGAS SANDS CORP 950.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65LEXICON PHARMACEUTICALS INC 4,170.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66LIBERTY MEDIA CORP LIBERTY LIVE 261.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67LINDBLAD EXPEDITIONS HOLDINGS INC 2,850.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68LUMENTUM HOLDINGS INC 980.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MACROGENICS INC 1,510.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MADISON SQUARE GARDEN SPORTS CORP CL A 215.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MADISON SQUARE SPIN CO 1 SHARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MAGNOLIA OIL & GAS CORP 2,630.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MANCHESTER UNITED PLC CL A 1,813.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74MATADOR RESOURCES CO 1,310.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75MATCH GROUP INC 595.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76MATERION CORP 450.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MERCANTILE BANK CORP 1,340.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78MERCK & CO INC 6,735.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79MERIT MEDICAL SYSTEMS INC 490.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80METALLUS INC 2,450.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81MKS INSTRUMENTS INC 550.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82MP MATERIALS CORP 1,910.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83NAPCO SECURITY TECHNOLOGIES INC 740.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84NEXSTAR MEDIA GROUP INC COMMON STOCK 420.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85NLIGHT INC 4,400.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86NORTHRIM BANCORP INC 400.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87OMNICELL INC COM 760.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88ONESPAWORLD HOLDINGS LTD 3,685.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89ONTO INNOVATION INC 290.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90OXFORD INDUSTRIES INC 280.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91PATRICK INDUSTRIES INC 480.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92PC CONNECTION INC 550.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93PINNACLE FINANCIAL PARTNERS INC 810.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94PLUG POWER INC 7,561.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95PREFERRED BANK/LOS ANGELES 720.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96PROTHENA CORP PLC 280.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97PTC THERAPEUTICS INC 375.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98QCR HOLDINGS INC 680.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99QORVO INC 745.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100RAYMOND JAMES FINANCIAL INC 542.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101REGENERON PHARMACEUTICALS INC 92.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102REINSURANCE GROUP OF AMERICA INC 310.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103RELIANCE STEEL & ALUMINUM CO 120.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104ROBERT HALF INTERNATIONAL INC 453.0000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105ROGERS CORP 290.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106ROYAL CARIBBEAN GROUP 422.00 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107SAGE THERAPEUTICS INC 640.00 SHARES

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