Civic Intelligence

Serc Foundation

990 • Fiscal year 2017 • EIN 38-3978620

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization Profilectserc.org/foundation
100 Roscommon Drive No 110Middletown, CT 06457

(860) 632-1485

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.78x

Higher debt load relative to assets than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.24x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

58th percentile

6.8%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets92nd percentile

Assets

$56,655

No earlier filing loaded for comparison.

Net Assets

$12,374

No earlier filing loaded for comparison.

Liabilities

$44,281

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin58th percentile

Revenue

$180,955

No earlier filing loaded for comparison.

Expenses

$168,581

No earlier filing loaded for comparison.

Net Income

$12,374

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2017: $56,655Liabilities 2017: $44,281Net Assets 2017: $12,3742017Assets 2018: $163,376Liabilities 2018: $42,340Net Assets 2018: $121,0362018Assets 2019: $198,661Liabilities 2019: $35,353Net Assets 2019: $163,3082019Assets 2020: $261,582Liabilities 2020: $219,691Net Assets 2020: $41,8912020Assets 2021: $230,047Liabilities 2021: $169,785Net Assets 2021: $60,2622021Assets 2022: $102,607Liabilities 2022: $43,930Net Assets 2022: $58,6772022Assets 2023: $353,890Liabilities 2023: $154,779Net Assets 2023: $199,1112023

Highlighted filing

2017

Assets$56,655
Liabilities$44,281
Net Assets$12,374
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KRevenue 2017: $180,955Expenses 2017: $168,581Net Income 2017: $12,3742017Revenue 2018: $218,399Expenses 2018: $109,737Net Income 2018: $108,6622018Revenue 2019: $108,365Expenses 2019: $66,093Net Income 2019: $42,2722019Revenue 2020: $147,843Expenses 2020: $148,720Net Income 2020: -$8772020Revenue 2021: $223,022Expenses 2021: $204,651Net Income 2021: $18,3712021Revenue 2022: $301,691Expenses 2022: $243,014Net Income 2022: $58,6772022Revenue 2023: $359,364Expenses 2023: $279,168Net Income 2023: $80,1962023

Highlighted filing

2017

Revenue$180,955
Expenses$168,581
Net Income$12,374
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$180,955
Mission and Program Overview

Mission

To establish and administer specific funds which shall be utilized to provide grants and/or loans to particular designated individuals and associations with the objective of advancing the education of all connecticut students and decreasing disparities in educational outcomes.

To establish and administer specific funds which funds shall be utilized to provide grants and/ or loans to particular designated individuals and associations with the objectives of advancing the education of all Connecticut students and decreasing disparities in educational outcomes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable-$45,355-
Rtn Earn Endowment Incm Other Fnds$0$12,374▲ $12,374
Cash and Non-Interest-Bearing Accounts-$11,300-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$56,655▲ $56,655
Liabilities
Other Liabilities$0$43,581▲ $43,581
Accounts Payable and Accrued Expenses-$700-
Total Liabilities$0$44,281▲ $44,281
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$12,374▲ $12,374
Total Liabilities and Net Assets / Fund Balance$0$56,655▲ $56,655
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Ingrid CanadyEx Officio Member$125,645$125,645
Wendy Waithe SimmonsEx Officio Member$96,026$96,026

Board Members and Trustees

NameTitle
Jeffrey LeakeChairperson
George ColemanBoard Member
Jessica SagerBoard Member
Marilyn CalderonBoard Member
Paul FlinterSecretary
Deborah Stanley-McAulayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$180,955
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$180,955
Change in Net Assets
$12,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$159,725
Other Expenses$8,856
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$159,725--$159,725
Other Expenses-$7,851-$7,851
Insurance-$913-$913
Office Expenses-$92-$92
Total Functional Expenses$159,725$8,856$0$168,581
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
New London Youth Affairs-501 (c)(3)To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.$23,346
Stamford Public Education Foundation-Section 115To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.$21,956
Milford Health Department-501 (c)(3)To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.$16,359
Windsor Public Schools--To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.$16,359
Norwich Youth and Family Services-501 (c)(3)To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.$11,879
Stratford School Readiness and Childcare Council-Section 115To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.$11,584
Family Life Education-501 (c)(3)To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.$7,140
Catholic Charities of Hartford-501 (c)(3)To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.$7,119
Crec-501 (c)(3)To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.$7,111
Enfield Public Schools-Section 115To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.$7,108
Windsor Locks Public Schools--To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.$6,457
Manchester Public Schools-Section 115To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.$5,323
Middletown Public Schools-Section 115To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.$5,261
East Hartford Public Schools-Section 115To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.$5,229
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to State Education Resource Center$43,581
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

“Vacancies in the Board of Directors shall be filled by the following: a. Selection of a member of State Education Resource Center's Board of Directors from that Board's Program Committee or Fiscal Committee; or b. Nomination from the current Directors of the Corporation and consequent election of those individuals.”

Form 990, Part VI, Section B, line 11B

“A copy of the Form 990 is provided to all Board Members. Upon review, the Form 990 is voted on and approved for filing.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The SERC Foundation Inc
EIN
38-3978620
Phone
8606321485
Address
100 Roscommon Drive No 110, Middletown, CT 06457

Signing Officer

Name
Jeffrey Leake
Title
Chairperson
Phone
8606321485
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Leake
Formed
2015
Legal Domicile
Ct
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
8

Preparer

Firm
PKF O'Connor Davies LLP
Address
100 Great Meadow Road, Wethersfield, CT 06109
Preparer
Thomas O Marien CPA MBA CVA
Phone
8602571870
Raw XML AppendixShowing 400 of 423 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0700
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To establish and administer specific funds which funds shall be utilized to provide grants and/ or loans to particular designated individuals and associations with the objectives of advancing the education of all Connecticut students and decreasing disparities in educational outcomes.
IRS990/AllOtherContributionsAmt0180955
IRS990/BooksInCareOfDetail/PersonNm0Jeffrey Leake
IRS990/BooksInCareOfDetail/PhoneNum08606321485
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 Roscommon Drive Suite 110
IRS990/BooksInCareOfDetail/USAddress/CityNm0Middletown
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006457
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt011300
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0180955
IRS990/CYGrantsAndSimilarPaidAmt0159725
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt08856
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt012374
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0168581
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0180955
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Trainings for current and past Parent Leadership Training Facilitators and local site Coordinators to increase their understanding of five topics: Critical Race Theory, the Impact of Systemic Inequities and Personal Beliefs and Values that Impact the Development of Culturally Responsive Relationships, Key Components of Shared Leadership with an Equitable Framework of Action and the Role of the Community Leader as an Agent of Equity and Social Justice. This increased knowledge should be applied to their instruction and practices.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0159725
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt6125645
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt796026
IRS990/Form990PartVIISectionAGrp/PersonNm0Jeffrey Leake
IRS990/Form990PartVIISectionAGrp/PersonNm1Deborah Stanley-McAulay
IRS990/Form990PartVIISectionAGrp/PersonNm2Paul Flinter
IRS990/Form990PartVIISectionAGrp/PersonNm3George Coleman
IRS990/Form990PartVIISectionAGrp/PersonNm4Marilyn Calderon
IRS990/Form990PartVIISectionAGrp/PersonNm5Jessica Sager
IRS990/Form990PartVIISectionAGrp/PersonNm6Ingrid Canady
IRS990/Form990PartVIISectionAGrp/PersonNm7Wendy Waithe Simmons
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Ex Officio Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Ex Officio Member
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0159725
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0159725
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0159725
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0180955
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0913
IRS990/InsuranceGrp/TotalAmt0913
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To establish and administer specific funds which funds shall be utilized to provide grants and/ or loans to particular designated individuals and associations with the objectives of advancing the education of all Connecticut students and decreasing disparities in educational outcomes.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt00
IRS990/NetAssetsOrFundBalancesEOYAmt012374
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt092
IRS990/OfficeExpensesGrp/TotalAmt092
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Services Provided by Re
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07851
IRS990/OtherExpensesGrp/TotalAmt07851
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt043581
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt045355
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Jeffrey Leake
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt012374
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt012374
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0180955
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0180955
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt042193
IRS990ScheduleA/SubstantialContributorsTotAmt0138762
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0180955
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0180955
IRS990ScheduleA/TotalSupportAmt0180955
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt043581
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to State Education Resource Center
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt043581
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt07119
IRS990ScheduleI/RecipientTable/CashGrantAmt17111
IRS990ScheduleI/RecipientTable/CashGrantAmt27108
IRS990ScheduleI/RecipientTable/CashGrantAmt35229
IRS990ScheduleI/RecipientTable/CashGrantAmt47140
IRS990ScheduleI/RecipientTable/CashGrantAmt55323
IRS990ScheduleI/RecipientTable/CashGrantAmt65261
IRS990ScheduleI/RecipientTable/CashGrantAmt716359
IRS990ScheduleI/RecipientTable/CashGrantAmt823346
IRS990ScheduleI/RecipientTable/CashGrantAmt911879
IRS990ScheduleI/RecipientTable/CashGrantAmt1021956
IRS990ScheduleI/RecipientTable/CashGrantAmt1111584
IRS990ScheduleI/RecipientTable/CashGrantAmt1216359
IRS990ScheduleI/RecipientTable/CashGrantAmt136457
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 (c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2Section 115
IRS990ScheduleI/RecipientTable/IRCSectionDesc3Section 115
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501 (c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5Section 115
IRS990ScheduleI/RecipientTable/IRCSectionDesc6Section 115
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501 (c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501 (c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501 (c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10Section 115
IRS990ScheduleI/RecipientTable/IRCSectionDesc11Section 115
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13To conduct parent leadership training using one or more parent leadership training models. The purpose is to train parents, grandparents, forster parents, and others to become skilled advocates and strong voices for children at the local, state, or national level.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Catholic Charities of Hartford
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CREC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Enfield Public Schools
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3East Hartford Public Schools
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Family Life Education
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Manchester Public Schools
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Middletown Public Schools
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7Milford Health Department
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8New London Youth Affairs
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9Norwich Youth and Family Services
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10Stamford Public Education Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11Stratford School Readiness and Childcare Council
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12Windsor Public Schools
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13Windsor Locks Public Schools
IRS990ScheduleI/RecipientTable/RecipientEIN0060667607
IRS990ScheduleI/RecipientTable/RecipientEIN1060853106
IRS990ScheduleI/RecipientTable/RecipientEIN2061262848
IRS990ScheduleI/RecipientTable/RecipientEIN3066001880
IRS990ScheduleI/RecipientTable/RecipientEIN4061462359
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grantees must comply with the reporting and program requirements of the Parent Trust Fund Grant and all of the requirements as outlined by the Statement of Assurances. All organizations must use the reporting format and forms provided to grantees. The SERC Foundation reserves the right to withhold funds and/or rescind funds if the required reporting documentation has not been submitted in a timely manner. In addition, the SERC Foundation reserves the right to adjust the funding of the award accordingly if the grantee fails to meet the minimum participant/attendance requirements. The grantee shall maintain accounting records and procedures to assure sound fiscal control and effective use of grant funds. The grantee shall retain all financial records, supporting documents, and payments received pertaining to this grant for a period of three years starting from the date of the submission of the final program reports. The SERC Foundation reserves the right to conduct an audit of the grant expenditures, upon reasonable notice, at any time up to three year after the final payment.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt014
IRS990ScheduleI/TotalOtherOrgCnt014
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Vacancies in the Board of Directors shall be filled by the following: a. Selection of a member of State Education Resource Center's Board of Directors from that Board's Program Committee or Fiscal Committee; or b. Nomination from the current Directors of the Corporation and consequent election of those individuals.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the Form 990 is provided to all Board Members. Upon review, the Form 990 is voted on and approved for filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization makes its governing documents available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0State Education Resource Center
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0472462116
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0Component Unit of CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Assisting the State Board of Education in the provision of programs.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt025 Industrial Park Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Middletown
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006457
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt043581
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt17851
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Transaction
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Transaction
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0State Education Resource Center
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1State Education Resource Center
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0E
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt00
IRS990/TotalAssetsEOYAmt056655
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt056655
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0180955
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08856
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0159725
IRS990/TotalFunctionalExpensesGrp/TotalAmt0168581
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt044281
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt044281
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012374
IRS990/TotalOtherCompensationAmt0221671
IRS990/TotalProgramServiceExpensesAmt0159725
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0180955
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt056655
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 Roscommon Drive No 110
IRS990/USAddress/CityNm0Middletown
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006457
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0ctserc.org/foundation
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffrey Leake
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairperson
ReturnHeader/BusinessOfficerGrp/PhoneNum08606321485
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The SERC Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0SERC
ReturnHeader/Filer/EIN0383978620
ReturnHeader/Filer/PhoneNum08606321485
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 Roscommon Drive No 110

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,655
Liabilities
$44,281
Net assets
$12,374
Revenue
$180,955
Expenses
$168,581
Net income
$12,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$1.55$1.99$3.59$2.79$0.80
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.44$0.59$3.02$2.43$0.59
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.30$1.70$0.60$2.23$2.05$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$2.20$0.42$1.48$1.49$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.35$1.63$1.08$0.66$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.42$1.21$2.18$1.10$1.09
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.44$0.12$1.81$1.69$0.12