Civic Intelligence

Serc Foundation

990 • Fiscal year 2018 • EIN 38-3978620

Jul 01, 2017 to Jun 30, 2018 • Filed on May 22, 2019

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

84th percentile

0.26x

Higher debt load relative to assets than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

0.19x

Higher debt load relative to revenue than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

92nd percentile

50%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

95th percentile

188%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$163,376

Up $106,721 (+188%) from 2017

Net Assets

Up

$121,036

Up $108,662 (+878%) from 2017

Liabilities

Down

$42,340

Down $1,941 (-4.4%) from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin92nd percentile

Revenue

Up

$218,399

Up $37,444 (+21%) from 2017

Expenses

Down

$109,737

Down $58,844 (-35%) from 2017

Net Income

Up

$108,662

Up $96,288 (+778%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

2018

Assets$163,376
Liabilities$42,340
Net Assets$121,036
Open 2018 Filing

Operations Trend

Revenue Growth73rd percentile

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

2018

Revenue$218,399
Expenses$109,737
Net Income$108,662
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 22, 2019
Return Version
2017v2.3
Gross Receipts
$218,399
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
Rtn Earn Endowment Incm Other Fnds$12,374$121,036▲ $108,662
Cash and Non-Interest-Bearing Accounts$11,300$104,221▲ $92,921
Pledges and Grants Receivable$45,355$59,155▲ $13,800
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$56,655$163,376▲ $106,721
Liabilities
Other Liabilities$43,581$0▼ $43,581
Accounts Payable and Accrued Expenses$700$42,340▲ $41,640
Total Liabilities$44,281$42,340▼ $1,941
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,374$121,036▲ $108,662
Total Liabilities and Net Assets / Fund Balance$56,655$163,376▲ $106,721
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jeffrey LeakeChairperson
Deborah Stanley-mcaulayDirector
George ColemanDirector
Jessica SagerDirector
Marilyn CalderonDirector
Paul FlinterDirector
Wendy Waithe SimmonsExecutive Director
Ingrid CanadyEx Officio Member
Revenue and Support

Revenue Composition

Contributions and Grants
$203,959
Program Service Revenue
$14,440
Investment Income
$0
Other Revenue
$0
All Other Contributions
$203,959
Change in Net Assets
$108,662
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,152
Grants and Similar Amounts Paid$14,585
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$43,947--$43,947
Grants to Domestic Orgs$14,585--$14,585
Fees for Services Accounting-$1,250-$1,250
Insurance-$913-$913
Other Expenses$640$48,402-$640
Total Functional Expenses$59,172$50,565$0$109,737
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
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 the organization. The organization does not require the entire board to review the return prior to filing. After review the form 990 is 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
2019-05-22
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
6

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 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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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 THE ORGANIZATION. THE ORGANIZATION DOES NOT REQUIRE THE ENTIRE BOARD TO REVIEW THE RETURN PRIOR TO FILING. AFTER REVIEW THE FORM 990 IS 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
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$163,376
Liabilities
$42,340
Net assets
$121,036
Revenue
$218,399
Expenses
$109,737
Net income
$108,662
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
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.42$1.21$2.18$1.10$1.09
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.44$0.12$1.81$1.69$0.12