Civic Intelligence

Serenity Fund

990PF • Fiscal year 2018 • EIN 33-0784328

Nov 01, 2017 to Oct 31, 2018 • Filed on Feb 15, 2019

Organization Profile
PO Box 675210Rancho Santa Fe, CA 92067

(858) 756-4550

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

58th percentile

2.7%

Faster asset growth than 58% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-3.8%

Faster revenue growth than 31% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,012,544

Up $26,422 (+2.7%) from 2017

Net Assets

Up

$1,012,544

Up $26,422 (+2.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin89th percentile

Revenue

Down

$53,824

Down $2,134 (-3.8%) from 2017

Expenses

Up

$27,402

Up $10,702 (+64%) from 2017

Net Income

Down

$26,422

Down $12,836 (-33%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $967,324Liabilities 2014: $0Net Assets 2014: $967,3242014Assets 2015: $925,996Liabilities 2015: $0Net Assets 2015: $925,9962015Assets 2016: $946,864Liabilities 2016: $0Net Assets 2016: $946,8642016Assets 2017: $986,122Liabilities 2017: $0Net Assets 2017: $986,1222017Assets 2018: $1,012,544Liabilities 2018: $0Net Assets 2018: $1,012,5442018Assets 2019: $1,003,292Liabilities 2019: $0Net Assets 2019: $1,003,2922019Assets 2020: $979,271Liabilities 2020: $0Net Assets 2020: $979,2712020Assets 2021: $1,016,764Liabilities 2021: $0Net Assets 2021: $1,016,7642021Assets 2022: $980,576Liabilities 2022: $0Net Assets 2022: $980,5762022Assets 2023: $787,676Liabilities 2023: $0Net Assets 2023: $787,6762023Assets 2024: $602,685Liabilities 2024: $0Net Assets 2024: $602,6852024

Highlighted filing

2018

Assets$1,012,544
Liabilities$0
Net Assets$1,012,544
Open 2018 Filing

Operations Trend

Revenue Growth31st percentile

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

$400K$200K$0-$200KRevenue 2014: $56,873Expenses 2014: $101,266Net Income 2014: -$44,3932014Revenue 2015: $51,414Expenses 2015: $92,742Net Income 2015: -$41,3282015Revenue 2016: $56,315Expenses 2016: $35,447Net Income 2016: $20,8682016Revenue 2017: $55,958Expenses 2017: $16,700Net Income 2017: $39,2582017Revenue 2018: $53,824Expenses 2018: $27,402Net Income 2018: $26,4222018Revenue 2019: $55,375Expenses 2019: $64,627Net Income 2019: -$9,2522019Revenue 2020: $9,103Expenses 2020: $33,124Net Income 2020: -$24,0212020Revenue 2021: $67,155Expenses 2021: $29,662Net Income 2021: $37,4932021Revenue 2022: $5,300Expenses 2022: $41,488Net Income 2022: -$36,1882022Revenue 2023: -$100,252Expenses 2023: $92,648Net Income 2023: -$192,9002023Revenue 2024: $42,998Expenses 2024: $227,989Net Income 2024: -$184,9912024

Highlighted filing

2018

Revenue$53,824
Expenses$27,402
Net Income$26,422
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Feb 15, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen DoshayDirector-$0--
Glenn DoshayDirector-$0--
Filing and Contact Details

Filer

Filer Name
Serenity Fund
EIN
33-0784328
Phone
8587564550
Address
PO BOX 675210, RANCHO SANTA FE, CA 92067

Signing Officer

Name
Karen Doshay
Title
Director
Signed
2019-02-15
Discuss with paid preparer
Yes

Preparer

Firm
LYWCPA Inc
Address
11440 W Bernardo Ct Ste 180, San Diego, CA 92127
Preparer
Louie Wong
Phone
8586139303
Raw XML Appendix299 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt01920
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01440
AppliedToPriorYearElection/ElectionDesc0Pursuant to Regulation 53.4942(a)-3(c)(2)(iv), the foundation hereby elects to treat, as a current distibution out of corpus, the following unused prior years distributions that were treated as corpus distributions under Regulation 53.4942(a)-3(d)(1)(iii) in such prior tax year: Tax Year: 2012 Amount: 30000 Tax Year: 2013 Amount: 17263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0979435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0921328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Various Holdings - See Attached
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0106207
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-2547
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt049493
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06858
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07402
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1651
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt179721
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VARIOUS MERRILL LYNCH
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-896
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt026422
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01012544
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt047263
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt047263
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt047263
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt048253
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0990
IRS990PF/DistributableAmountGrp/TotalTaxAmt0990
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01020
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0990
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0990
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0990
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01020
IRS990PF/FMVAssetsEOYAmt0954437
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt04335
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0946637
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0921328
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0981787
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt039485
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01012544
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0979762
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt029286
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0950476
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014696
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt048253
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0965066
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0979762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Karen Doshay
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Glenn Doshay
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Rancho Santa Fe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Rancho Santa Fe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192067
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt049486
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt020000
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ASELTINE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SPECIAL FRIENDS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2REGGIE SMITH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04027 NORMAL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112461 VAUGHAN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt216161 VENTURA BLVD 775
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1POWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ENCINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192064
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291436
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/DistributableAsAdjustedAmt047263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt047263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt088438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt092451
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt030000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt047263
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0218626
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt088438
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt075188
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0218626
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0245889
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt020000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05418
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05418
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt120
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/Amt37
TaxesSchedule/TaxesDetail/CategoryTxt0CA ATTORNEY GENERAL FILING
TaxesSchedule/TaxesDetail/CategoryTxt1CA SOS
TaxesSchedule/TaxesDetail/CategoryTxt2CA STATE FEE
TaxesSchedule/TaxesDetail/CategoryTxt3FEDERAL TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN DOSHAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERENITY FUND
ReturnHeader/Filer/BusinessNameControlTxt0SERE
ReturnHeader/Filer/EIN0330784328
ReturnHeader/Filer/PhoneNum08587564550
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 675210
ReturnHeader/Filer/USAddress/CityNm0RANCHO SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461683753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYWCPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011440 W Bernardo Ct Ste 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092127
ReturnHeader/PreparerPersonGrp/PhoneNum08586139303
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louie Wong
ReturnHeader/ReturnTs02019-02-15T10:00:27-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,012,544
Liabilities
$0
Net assets
$1,012,544
Revenue
$53,824
Expenses
$27,402
Net income
$26,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.04$0.23$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.10$0.09$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.01$0.04$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.07$0.03$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.01$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05$0.03$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06$0.02$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.06$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.05$0.09$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.06$0.10$0.04