Serenity Fund

990PF • Fiscal year 2019 • EIN 33-0784328

Nov 01, 2018 to Oct 31, 2019 • Filed on Mar 16, 2020

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.

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

-17%

Higher net margin than 20% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

No value available

This filing does not contain officer compensation rows.

Source year 2019

0.9%

Faster asset growth than 44% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2017 to 2019

-0.5%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2017 to 2019

Balance Sheet

Liabilities / Assets29th percentile

Assets

Down

$1,003,292

Down $9,252 (-0.9%) from 2018

Net Assets

Down

$1,003,292

Down $9,252 (-0.9%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin20th percentile

Revenue

$55,375

Up $1,551 (+2.9%) from 2018

Expenses

$64,627

Up $37,225 (+136%) from 2018

Net Income

Down

-$9,252

Down $35,674 (-135%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

Highlighted filing

2019

Assets$1,003,292

Liabilities$0

Net Assets$1,003,292

Open 2019 Filing

Operations Trend

Revenue Growth40th percentile

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

Highlighted filing

2019

Revenue$55,375

Expenses$64,627

Net Income-$9,252

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Nov 1, 2018 to Oct 31, 2019
Signed: Mar 16, 2020
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer PayScore unavailable

Employees

Name	Title	Full / Part Time	Base	Other	Total
Karen Doshay	Director	-	$0	-	-
Glenn Doshay	Director	-	$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: 2020-03-16
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 Appendix327 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	1440
AppliedToPriorYearElection/ElectionDesc	0	Pursuant 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: 2013 Amount: 48079 Tax Year: 0 Amount: 0
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Director
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	KAREN DOSHAY
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8587564550
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	10000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	18000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	ASELTINE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	SPECIAL FRIENDS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	PIONEER FOUNDATION OF SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	HOPE VILLAGE SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	4	RADY CHILDREN'S HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	4027 NORMAL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	12461 VAUGHAN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	4764 SANTA MONICA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	15 CA-78
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	3020 CHILDRENS WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	POWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	ESCONDIDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	92103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	92064
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	92107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	92027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	92123
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	56000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	48079
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	48079
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	20000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	7500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	27500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	88438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	75188
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	48079
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	27109
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	199438
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	56000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	20000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	7500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	27500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	88438
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	56000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	226547
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	218626
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	56000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	5472
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	5472
TaxesSchedule/TaxesDetail/Amt	0	25
TaxesSchedule/TaxesDetail/Amt	1	10
TaxesSchedule/TaxesDetail/Amt	2	1199
TaxesSchedule/TaxesDetail/CategoryTxt	0	CA ATTORNEY GENERAL FILING
TaxesSchedule/TaxesDetail/CategoryTxt	1	CA STATE FEE
TaxesSchedule/TaxesDetail/CategoryTxt	2	FEDERAL TAX
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KAREN DOSHAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Director
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SERENITY FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	SERE
ReturnHeader/Filer/EIN	0	330784328
ReturnHeader/Filer/PhoneNum	0	8587564550
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 675210
ReturnHeader/Filer/USAddress/CityNm	0	RANCHO SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	461683753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	LYWCPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	11440 W Bernardo Ct Ste 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	92127
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8586139303
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Louie Wong
ReturnHeader/ReturnTs	0	2020-03-16T10:15:51-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-11-01
ReturnHeader/TaxPeriodEndDt	0	2019-10-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $1,003,292
Liabilities: $0
Net assets: $1,003,292
Revenue: $55,375
Expenses: $64,627
Net income: -$9,252

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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