Civic Intelligence

Serenity Fund

990PF • Fiscal year 2023 • EIN 33-0784328

Nov 01, 2022 to Oct 31, 2023 • Filed on Sep 05, 2024

100 Kings HwyJackson, WY 83001

(858) 756-4550

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

99th percentile

192%

Higher net margin than 99% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

9th percentile

-20%

Faster asset growth than 9% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Down

$787,676

Down $192,900 (-20%) from 2022

Net Assets

Down

$787,676

Down $192,900 (-20%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

-$100,252

Down $105,552 (-1992%) from 2022

Expenses

Up

$92,648

Up $51,160 (+123%) from 2022

Net Income

Down

-$192,900

Down $156,712 (-433%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$787,676
Liabilities$0
Net Assets$787,676

Operations Trend

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

2023

Revenue-$100,252
Expenses$92,648
Net Income-$192,900
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Sep 5, 2024
Return Version
2022v5.0
Compensation and Service Providers

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
100 KINGS HWY, JACKSON, WY 83001

Signing Officer

Name
Karen Doshay
Title
Director
Signed
2024-09-05
Discuss with paid preparer
Yes

Preparer

Firm
LYWCPA Inc
Address
16885 Via Del Campo Ct Ste 105, San Diego, CA 92127
Preparer
Louie Wong
Phone
8586139303
Raw XML Appendix326 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/NetInvestmentIncomeAmt01988
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Various Holdings - See Attached
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0301385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Various Holdings - See Attached
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IRS990PF/FMVAssetsEOYAmt0731477
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0218382
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0976241
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Glenn Doshay
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0100 KINGS HWY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JACKSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd083001
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KAREN DOSHAY
IRS990PF/StatementsRegardingActyGrp/PhoneNum08587564550
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0PADRES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1OUTLAW ASSISTANCE TEAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2COMMUNITY FOUNDATION OF JACKSON HOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 PARK BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1C/O G DOSHAY 2444 CADES WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2245 E SIMPSON AVE POB 574
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1VISTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192081
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd283001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt085000
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/DistributableAsAdjustedAmt039800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt039800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016948
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt039800
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0142148
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt085000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02148
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0142148
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt096948
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt085000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04402
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04402
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1571
TaxesSchedule/TaxesDetail/CategoryTxt0CA ATTORNEY GENERAL FILING
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX ON INVESTMENT
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN DOSHAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERENITY FUND
ReturnHeader/Filer/BusinessNameControlTxt0SERE
ReturnHeader/Filer/EIN0330784328
ReturnHeader/Filer/PhoneNum08587564550
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 KINGS HWY
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd083001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461683753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYWCPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016885 Via Del Campo Ct Ste 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092127
ReturnHeader/PreparerPersonGrp/PhoneNum08586139303
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louie Wong
ReturnHeader/ReturnTs02024-09-05T14:06:47-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-11-01
ReturnHeader/TaxPeriodEndDt02023-10-31
ReturnHeader/TaxYr02022

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