Civic Intelligence

Serra International Foundation

EIN 36-6084012 • 501(c)3 • Chicago, IL

Profile

To fund programs that foster and promote vocations to the ministerial priesthood of the catholic church as a particular vocation to service; to fund programs of formation for men and women in consecrated religious life in the catholic church; and to enhance recognition of serra international as the global lay apostolate for vocations in the catholic church.

134 N Lasalle St Suite 1900Chicago, IL 60602

www.serrainternational.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-6.7%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,248,993

Up $392,293 (+14%) from 2023

Liabilities

Down

$8,346

Down $30,027 (-78%) from 2023

Net Assets

Up

$3,240,647

Up $422,320 (+15%) from 2023

Operations
Liabilities / Revenue32nd percentileNet Margin86th percentile

Revenue

Down

$600,038

Down $43,393 (-6.7%) from 2023

Expenses

Down

$347,073

Down $23,103 (-6.2%) from 2023

Net Income

Down

$252,965

Down $20,290 (-7.4%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,048,658Liabilities 2010: $55,057Net Assets 2010: $2,993,6012010Assets 2011: $2,841,419Liabilities 2011: $22,423Net Assets 2011: $2,818,9962011Assets 2012: $2,823,562Liabilities 2012: $27,209Net Assets 2012: $2,796,3532012Assets 2013: $2,979,126Liabilities 2013: $30,210Net Assets 2013: $2,948,9162013Assets 2014: $3,055,835Liabilities 2014: $0Net Assets 2014: $3,055,8352014Assets 2015: $2,706,600Liabilities 2015: $13,052Net Assets 2015: $2,693,5482015Assets 2016: $2,387,254Liabilities 2016: $25,735Net Assets 2016: $2,361,5192016Assets 2017: $2,544,007Liabilities 2017: $10,281Net Assets 2017: $2,533,7262017Assets 2018: $2,204,906Liabilities 2018: $5,216Net Assets 2018: $2,199,6902018Assets 2019: $2,459,959Liabilities 2019: $26,706Net Assets 2019: $2,433,2532019Assets 2020: $2,617,365Liabilities 2020: $17,860Net Assets 2020: $2,599,5052020Assets 2021: $2,843,067Liabilities 2021: $34,183Net Assets 2021: $2,808,8842021Assets 2022: $2,369,429Liabilities 2022: $17,270Net Assets 2022: $2,352,1592022Assets 2023: $2,856,700Liabilities 2023: $38,373Net Assets 2023: $2,818,3272023Assets 2024: $3,248,993Liabilities 2024: $8,346Net Assets 2024: $3,240,6472024

Highlighted filing

2024

Assets$3,248,993
Liabilities$8,346
Net Assets$3,240,647
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $401,7572010Expenses 2011: $346,1182011Expenses 2012: $459,4462012Revenue 2013: $226,565Expenses 2013: $341,686Net Income 2013: -$115,1212013Revenue 2014: $465,421Expenses 2014: $339,655Net Income 2014: $125,7662014Revenue 2015: $183,365Expenses 2015: $459,082Net Income 2015: -$275,7172015Revenue 2016: $60,478Expenses 2016: $534,342Net Income 2016: -$473,8642016Revenue 2017: $300,962Expenses 2017: $327,364Net Income 2017: -$26,4022017Revenue 2018: $202,417Expenses 2018: $285,002Net Income 2018: -$82,5852018Revenue 2019: $146,387Expenses 2019: $238,369Net Income 2019: -$91,9822019Revenue 2020: $350,260Expenses 2020: $286,920Net Income 2020: $63,3402020Revenue 2021: $514,554Expenses 2021: $275,126Net Income 2021: $239,4282021Revenue 2022: $200,207Expenses 2022: $246,049Net Income 2022: -$45,8422022Revenue 2023: $643,431Expenses 2023: $370,176Net Income 2023: $273,2552023Revenue 2024: $600,038Expenses 2024: $347,073Net Income 2024: $252,9652024

Highlighted filing

2024

Revenue$600,038
Expenses$347,073
Net Income$252,965
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,248,993
Liabilities
$8,346
Net assets
$3,240,647
Revenue
$600,038
Expenses
$347,073
Net income
$252,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.01$3.24$0.60$0.35$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.04$2.82$0.64$0.37$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.02$2.35$0.20$0.25$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.03$2.81$0.51$0.28$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.02$2.60$0.35$0.29$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.03$2.43$0.15$0.24$0.09
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$0.01$2.20$0.20$0.29$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.01$2.53$0.30$0.33$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.03$2.36$0.06$0.53$0.47
2015Detailed filing. Detailed filing data is available for this year.$2.71$0.01$2.69$0.18$0.46$0.28
2014Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.47$0.34$0.13
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.03$2.95$0.23$0.34$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.03$2.80$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$0.02$2.82$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$0.06$2.99$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$600,038
Mission and Program Overview

Mission

To fund programs that foster and promote vocations to the ministerial priesthood of the catholic church as a particular vocation to service; to fund programs of formation for men and women in consecrated religious life in the catholic church; and to enhance recognition of serra international as the global lay apostolate for vocations in the catholic church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,589,907$2,950,683▲ $360,776
Cash and Non-Interest-Bearing Accounts$259,816$212,202▼ $47,614
Savings and Temporary Cash Investments$1,503$80,884▲ $79,381
Accounts Receivable$3,524$4,643▲ $1,119
Prepaid Expenses and Deferred Charges$1,748$581▼ $1,167
Land, Buildings, and Equipment, Net$202--
Total Assets$2,856,700$3,248,993▲ $392,293
Liabilities
Accounts Payable and Accrued Expenses$38,373$8,346▼ $30,027
Total Liabilities$38,373$8,346▼ $30,027
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,783,923$3,113,691▲ $329,768
Net Assets With Donor Restrictions$34,404$126,956▲ $92,552
Total Net Assets Fund Balance$2,818,327$3,240,647▲ $422,320
Total Liabilities and Net Assets / Fund Balance$2,856,700$3,248,993▲ $392,293
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Cynthia BellPresident
Alex DuncanTrustee
Bertha Acuna HallattTrustee
Cecilia AdkindaleTrustee
Dan JonesTrustee
Renee UnderwoodTrustee
Robert RudmanTrustee
Judy SchumakerPast Preside
TIMOTHY O'NEILLPast Preside
Michael BraggSecretary
Dan GradyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$383,478
Program Service Revenue
$0
Investment Income
$216,560
Other Revenue
$0
All Other Contributions
$383,478
Change in Net Assets
$252,965
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$274,073
Grants and Similar Amounts Paid$73,000
Total Fundraising Expense$59,034
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Fees for Services Management$16,804$10,483$16,513$43,800
Fees for Service Investment Mgmnt Fees-$25,439-$25,439
Foreign Grants$23,000--$23,000
Fees for Services Accounting-$13,466-$13,466
Information Technology$4,543$2,834$4,465$11,842
Fees for Services Other--$7,500$7,500
Other Expenses$22,387$6,846$26,162$6,846
Insurance-$4,278-$4,278
Travel--$831$831
Depreciation Depletion$96$12$95$203
All Other Expenses$19$12$19$50
Total Functional Expenses$219,228$68,811$59,034$347,073
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pontifical North American CollegeWashington, DC501c3Vocation Support$25,000
Institute for Priestly FormationOmaha, NE501c3Vocation Support$10,000

International Summary

Offices
28
Spending
$73,000

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaGrantsVocation Support13-$52,000
AsiaGrantsVocation Support7-$11,000
Sub-saharan AfricaGrantsVocation Support7-$9,000
South AmericaGrantsVocation Support1-$1,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Management was exercised by a shared executive director with the related organization serra international. The executive director is compensated by serra international and reimbursed by serra international foundation for a portion of that salary attributable to the foundation.”

Form 990, Page 6, Part VI, Line 11B

“The board of trustees has given the executive director authority to review and sign the form 990. After review of the form, the executive director will communicate approval to the outside accountant, who prepares the final filing copy.”

Form 990, Page 6, Part VI, Line 18

“The organization's form 990 is available upon request.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Serra International Foundation
EIN
36-6084012
Phone
3124197411
Address
134 N LASALLE ST SUITE 1900, CHICAGO, IL 60602

Signing Officer

Name
John Liston
Title
Executive Director
Phone
3124197411
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cynthia Bell
Formed
1935
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Anderson Financial Mgmt & Actg LLC
Address
1722 W RUSTY DR, MOUNT PROSPECT, IL 60065
Preparer
Jeffrey a Anderson
Phone
2065955114
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To fund programs that foster and promote vocations to the ministerial priesthood of the catholic church as a particular vocation to service; to fund programs of formation for men and women in consecrated religious life in the catholic church; and to enhance recognition of serra international as the global lay apostolate for vocations in the catholic church.”

Raw XML AppendixShowing 400 of 448 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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IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
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IRS990/CYGrantsAndSimilarPaidAmt073000
IRS990/CYInvestmentIncomeAmt0216560
IRS990/CYOtherExpensesAmt0274073
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0252965
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0347073
IRS990/CYTotalFundraisingExpenseAmt059034
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0600038
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DeductibleNonCashContriInd0false
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IRS990/DepreciationDepletionGrp/TotalAmt0203
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IRS990/DonorRstrOrQuasiEndowmentsInd0false
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IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
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IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013466
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt025439
IRS990/ForeignActivitiesInd0true
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt023000
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IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
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IRS990/GrantsToOrganizationsInd0true
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01748
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IRS990/PrincipalOfficerNm0CYNTHIA BELL
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 0 REALIZED GAIN/LOSS ON INVESTMENTS 0
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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt19000
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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt31000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1SUB-SAHARAN AFRICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2ASIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3SOUTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0VOCATION SUPPORT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1VOCATION SUPPORT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt2VOCATION SUPPORT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt3VOCATION SUPPORT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANTS
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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2GRANTS
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IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0THE APPLICATION CONTRACT SIGNED BY THE GRANTEE REQUIRES THE GRANT RECIPIENT TO SUBMIT ENTITY FINANCIAL STATEMENTS AND A REPORT ON THE PROJECT 6 MONTHS AFTER RECEIPT OF GRANT FUNDS. THE REPORT IS REQUIRED TO INCLUDE A DESCRIPTION OF THE PROJECT AND THE RELATIVE DETERMINATION OF SUCCESS OR FAILURE OF THE PROJECT.
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt1NORTH AMERICA 52,000 0 SUB-SAHARAN AFRICA 9,000 0 ASIA 11,000 0 SOUTH AMERICA 1,000 0
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 2
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE F, PAGE 1, PART I, LINE 3
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0INSTITUTE FOR PRIESTLY FORMATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1PONTIFICAL NORTH AMERICAN COLLEGE
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IRS990ScheduleI/RecipientTable/RecipientEIN1237201921
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02500 CALIFORNIA PLAZA
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13211 4TH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WASHINGTON
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE APPLICATION CONTRACT SIGNED BY THE GRANTEE REQUIRES THE GRANT RECIPIENT TO SUBMIT ENTITY FINANCIAL STATEMENTS AND A REPORT ON THE PROJECT 6 MONTHS AFTER RECEIPT OF GRANT FUNDS. THE REPORT IS REQUIRED TO INCLUDE A DESCRIPTION OF THE PROJECT AND THE RELATIVE DETERMINATION OF SUCCESS OR FAILURE OF THE PROJECT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO FUND PROGRAMS THAT FOSTER AND PROMOTE VOCATIONS TO THE MINISTERIAL PRIESTHOOD OF THE CATHOLIC CHURCH AS A PARTICULAR VOCATION TO SERVICE; TO FUND PROGRAMS OF FORMATION FOR MEN AND WOMEN IN CONSECRATED RELIGIOUS LIFE IN THE CATHOLIC CHURCH; AND TO ENHANCE RECOGNITION OF SERRA INTERNATIONAL AS THE GLOBAL LAY APOSTOLATE FOR VOCATIONS IN THE CATHOLIC CHURCH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT WAS EXERCISED BY A SHARED EXECUTIVE DIRECTOR WITH THE RELATED ORGANIZATION SERRA INTERNATIONAL. THE EXECUTIVE DIRECTOR IS COMPENSATED BY SERRA INTERNATIONAL AND REIMBURSED BY SERRA INTERNATIONAL FOUNDATION FOR A PORTION OF THAT SALARY ATTRIBUTABLE TO THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES HAS GIVEN THE EXECUTIVE DIRECTOR AUTHORITY TO REVIEW AND SIGN THE FORM 990. AFTER REVIEW OF THE FORM, THE EXECUTIVE DIRECTOR WILL COMMUNICATE APPROVAL TO THE OUTSIDE ACCOUNTANT, WHO PREPARES THE FINAL FILING COPY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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