Civic Intelligence

Serenity Grace Foundation

990PF • Fiscal year 2021 • EIN 33-0588322

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 31, 2022

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

84th percentile

0.18x

Higher debt load relative to assets than 84% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

1.46x

Higher debt load relative to revenue than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

7th percentile

-156%

Higher net margin than 7% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

89th percentile

$25,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 82.8% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

19th percentile

-16%

Faster asset growth than 19% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

52%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$244,009

Down $47,542 (-16%) from 2020

Net Assets

Down

$199,853

Down $47,114 (-19%) from 2020

Liabilities

Down

$44,156

Down $428 (-1.0%) from 2020

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin7th percentile

Revenue

Up

$30,194

Up $10,362 (+52%) from 2020

Expenses

Down

$77,308

Down $27,751 (-26%) from 2020

Net Income

Up

-$47,114

Up $38,113 (+45%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2021

Assets$244,009
Liabilities$44,156
Net Assets$199,853
Open 2021 Filing

Operations Trend

Revenue Growth75th 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

2021

Revenue$30,194
Expenses$77,308
Net Income-$47,114
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 31, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CORTNEY BOHLINGTreasurerPT$25,000-$25,000
KAREN KOHLBERGPresident-$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
2022-10-31
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 Appendix344 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/RecipientRelationshipTxt7NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3200 EAST 12TH STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5340 N ESCONDIDO BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64560 ALVARADO CANYON RD 2G
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 371042
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NATIONAL CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NATIONAL CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ESCONDIDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7DENVER
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016134
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016134
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt061174
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt061174
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077308
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt061174
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt061174
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02957
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE - WORK COMP
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PAYROLL PROCESSING FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1532
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21134
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31886
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4335
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01134
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1532
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21134
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31886
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4335
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt044584
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt044156
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0259
TaxesSchedule/TaxesDetail/Amt14412
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0259
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt14412
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN KOHLBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-31
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/PreparerFirmEIN0261710403
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/ReturnTs02022-11-02T13:47:42-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOHLBERG
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$244,009
Liabilities
$44,156
Net assets
$199,853
Revenue
$30,194
Expenses
$77,308
Net income
-$47,114
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