Civic Intelligence

Serenity Grace Foundation

990PF • Fiscal year 2019 • EIN 33-0588322

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 27, 2020

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

82nd percentile

0.12x

Higher debt load relative to assets than 82% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

98th percentile

2.73x

Higher debt load relative to revenue than 98% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

5th percentile

-193%

Higher net margin than 5% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

30th percentile

-7.8%

Faster asset growth than 30% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-85%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$376,843

Down $31,688 (-7.8%) from 2018

Net Assets

Down

$332,194

Down $31,521 (-8.7%) from 2018

Liabilities

Down

$44,649

Down $167 (-0.4%) from 2018

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin5th percentile

Revenue

Down

$16,338

Down $94,856 (-85%) from 2018

Expenses

Up

$47,859

Up $4,602 (+11%) from 2018

Net Income

Down

-$31,521

Down $99,458 (-146%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2019

Assets$376,843
Liabilities$44,649
Net Assets$332,194
Open 2019 Filing

Operations Trend

Revenue Growth4th 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

2019

Revenue$16,338
Expenses$47,859
Net Income-$31,521
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 27, 2020
Return Version
2019v5.0
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
2020-10-27
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 Appendix336 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/RecipientPersonNm3AJA YOUTH PHOTOGRAPHY TRANSFORMATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4TRANSCENDANCE YOUTH ARTS PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5THE SANCTUARIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
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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/AddressLine1Txt4200 EAST 12TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 92868
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Washington
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019513
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019513
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028346
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047859
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028346
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt028346
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02957
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WEB HOSTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11405
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01405
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11405
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2135
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03100
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0209
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0209
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN KOHLBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-27
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/ReturnTs02020-10-29T10:57:17-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$376,843
Liabilities
$44,649
Net assets
$332,194
Revenue
$16,338
Expenses
$47,859
Net income
-$31,521
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