Civic Intelligence

Serenity Grace Foundation

990PF • Fiscal year 2018 • EIN 33-0588322

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 21, 2019

Organization Profile
PO Box 2589Rancho Santa Fe, CA 92067

(858) 243-1700

Siviq Scores

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

Liabilities / Assets

81st percentile

0.11x

Higher debt load relative to assets than 81% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

0.40x

Higher debt load relative to revenue than 92% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

94th percentile

61%

Higher net margin than 94% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

75th percentile

20%

Faster asset growth than 75% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-15%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$408,531

Up $67,732 (+20%) from 2017

Net Assets

Up

$363,715

Up $67,937 (+23%) from 2017

Liabilities

Down

$44,816

Down $205 (-0.5%) from 2017

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin94th percentile

Revenue

Down

$111,194

Down $20,357 (-15%) from 2017

Expenses

Down

$43,257

Down $4,176 (-8.8%) from 2017

Net Income

Down

$67,937

Down $16,181 (-19%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$600K$400K$200K$0Assets 2014: $84,160Liabilities 2014: $2,860Net Assets 2014: $81,3002014Assets 2015: $304,504Liabilities 2015: $44,975Net Assets 2015: $259,5292015Assets 2016: $257,115Liabilities 2016: $45,455Net Assets 2016: $211,6602016Assets 2017: $340,799Liabilities 2017: $45,021Net Assets 2017: $295,7782017Assets 2018: $408,531Liabilities 2018: $44,816Net Assets 2018: $363,7152018Assets 2019: $376,843Liabilities 2019: $44,649Net Assets 2019: $332,1942019Assets 2020: $291,551Liabilities 2020: $44,584Net Assets 2020: $246,9672020Assets 2021: $244,009Liabilities 2021: $44,156Net Assets 2021: $199,8532021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2018

Assets$408,531
Liabilities$44,816
Net Assets$363,715
Open 2018 Filing

Operations Trend

Revenue Growth27th percentile

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

$400K$200K$0-$200KRevenue 2014: $201Expenses 2014: $25,939Net Income 2014: -$25,7382014Revenue 2015: $203,749Expenses 2015: $25,520Net Income 2015: $178,2292015Revenue 2016: -$11,502Expenses 2016: $36,367Net Income 2016: -$47,8692016Revenue 2017: $131,551Expenses 2017: $47,433Net Income 2017: $84,1182017Revenue 2018: $111,194Expenses 2018: $43,257Net Income 2018: $67,9372018Revenue 2019: $16,338Expenses 2019: $47,859Net Income 2019: -$31,5212019Revenue 2020: $19,832Expenses 2020: $105,059Net Income 2020: -$85,2272020Revenue 2021: $30,194Expenses 2021: $77,308Net Income 2021: -$47,1142021Revenue 2022: $17,041Expenses 2022: $216,894Net Income 2022: -$199,8532022

Highlighted filing

2018

Revenue$111,194
Expenses$43,257
Net Income$67,937
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 21, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN KOHLBERGPresident-$0--
CORTNEY BOHLINGTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Serenity Grace Foundation
EIN
33-0588322
Phone
8582431700
Address
PO BOX 2589, RANCHO SANTA FE, CA 92067

Signing Officer

Name
Karen Kohlberg
Title
President
Signed
2019-11-21
Discuss with paid preparer
Yes

Preparer

Firm
Block Gaunce and Associates
Address
225 W Plaza Street Suite 105, Solana Beach, CA 92075
Preparer
Paul G Block CPA
Phone
8587558667
Raw XML Appendix368 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05998 ALCALA PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12525 N AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23397 HOLLOWTREE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 15695
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41135 OKIE STREET NE SECOND FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5200 EAST 12TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NATIONAL CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OCEANSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NATIONAL CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292058
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392175
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd591950
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018625
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018625
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024632
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024632
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043257
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024632
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024632
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KAREN KOHLBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1KAREN KOHLBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2KAREN KOHLBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 949
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 949
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2PO BOX 949
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DEL MAR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1DEL MAR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2DEL MAR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0920140949
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1920140949
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd2920140949
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt026119
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt133920
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt240703
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt026119
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt133920
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt240703
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0132 SHARES OF AMGEN, INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1300 SHARES OF DISNEY WALT CO
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2360 SHARES OF DISNEY WALT CO
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-12-12
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12018-12-12
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22018-12-12
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02957
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02957
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WEB HOSTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11164
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11164
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2135
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt045021
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0UNREALIZED GAIN/LOSS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt044816
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12130
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LOGO & LAYOUIT DESIGN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt12130
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0668
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0668
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN KOHLBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERENITY GRACE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SERE
ReturnHeader/Filer/EIN0330588322
ReturnHeader/Filer/PhoneNum08582431700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2589
ReturnHeader/Filer/USAddress/CityNm0RANCHO SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271710403
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLOCK GAUNCE AND ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 W Plaza Street Suite 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Solana Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092075
ReturnHeader/PreparerPersonGrp/PhoneNum08587558667
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul G Block CPA
ReturnHeader/ReturnTs02019-11-21T16:34:03-08:00
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
$408,531
Liabilities
$44,816
Net assets
$363,715
Revenue
$111,194
Expenses
$43,257
Net income
$67,937
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.17$2.17$2.00
2021Detailed filing. Detailed filing data is available for this year.$2.44$0.44$2.00$0.30$0.77$0.47
2020Detailed filing. Detailed filing data is available for this year.$2.92$0.45$2.47$0.20$1.05$0.85
2019Detailed filing. Detailed filing data is available for this year.$3.77$0.45$3.32$0.16$0.48$0.32
2018Detailed filing. Detailed filing data is available for this year.$4.09$0.45$3.64$1.11$0.43$0.68
2017Detailed filing. Detailed filing data is available for this year.$3.41$0.45$2.96$1.32$0.47$0.84
2016Detailed filing. Detailed filing data is available for this year.$2.57$0.45$2.12$0.12$0.36$0.48
2015Detailed filing. Detailed filing data is available for this year.$3.05$0.45$2.60$2.04$0.26$1.78
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.03$0.81$0.00$0.26$0.26