Civic Intelligence

Serenity Fellowship

990EZ • Fiscal year 2021 • EIN 43-1993631

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 28, 2022

Organization ProfileN/A
1921 Elm AvenueMedford, OR 97501

(541) 899-7967

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

23rd percentile

-12%

Higher net margin than 23% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$131,545

No earlier filing loaded for comparison.

Net Assets

$131,545

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

$21,670

No earlier filing loaded for comparison.

Expenses

$24,215

No earlier filing loaded for comparison.

Net Income

-$2,545

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.

$150K$100K$50K$0Assets 2021: $131,545Net Assets 2021: $131,5452021Assets 2022: $131,394Net Assets 2022: $131,3942022Assets 2023: $132,896Net Assets 2023: $132,8962023Assets 2024: $133,351Liabilities 2024: $10Net Assets 2024: $133,3412024Assets 2025: $135,108Liabilities 2025: $10Net Assets 2025: $135,0982025

Highlighted filing

2021

Assets$131,545
Liabilities-
Net Assets$131,545
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2021: $21,670Expenses 2021: $24,215Net Income 2021: -$2,5452021Revenue 2022: $27,222Expenses 2022: $27,088Net Income 2022: $1342022Revenue 2023: $25,089Expenses 2023: $23,587Net Income 2023: $1,5022023Revenue 2024: $23,828Expenses 2024: $23,383Net Income 2024: $4452024Revenue 2025: $44,040Expenses 2025: $42,283Net Income 2025: $1,7572025

Highlighted filing

2021

Revenue$21,670
Expenses$24,215
Net Income-$2,545
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 28, 2022
Return Version
2020v4.1
Gross Receipts
$28,093
Mission and Program Overview

Mission

To provide a meeting place for Alcoholics Anonymous whose primary purpose is to carry its message of hope to the suffering alcoholic.

Program Services

DescriptionGrantsExpenses
Membership Fees and Org Support$0$20,871
Medallions and Confections Sold$0$7,494
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim JohnsonOfficerPT$0--
Julie R WhiteTreasurer-$0--
Glenn V KubbOfficerPT$0--
Stephen SchultzOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Serenity Fellowship
EIN
43-1993631
Phone
5418997967
Address
1921 Elm Avenue, Medford, OR 97501

Signing Officer

Name
Julie White
Title
Treasurer
Phone
5418997967
Signed
2022-03-28

Preparer

Firm
Accountant in Your Pocket
Address
5756 Griffin Creek Road, Medford, OR 97501
Preparer
Suzanne Silver CPA
Phone
5417725555
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Office Supplies 85.”

Form 990EZ, Part I, Line 16

“Meeting Refreshments 2333.”

Form 990EZ, Part I, Line 16

“Insurance 1396.”

Form 990EZ, Part I, Line 16

“Dues and Subscriptions 491.”

Form 990EZ, Part I, Line 16

“Advertising 44.”

Form 990EZ, Part I, Line 16

“Depreciation 2880.”

Raw XML Appendix164 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Julie White
IRS990EZ/BooksInCareOfDetail/PhoneNum05418997967
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0940 Bybee Drive 5
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kerby
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097531
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019390
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018975
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020599
IRS990EZ/CostOfGoodsSoldAmt06423
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2545
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0375
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0134090
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0131545
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01071
IRS990EZ/GrossReceiptsAmt028093
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt07494
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0114700
IRS990EZ/LandAndBuildingsGrp/EOYAmt0112570
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0134090
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0131545
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0134090
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0131545
IRS990EZ/OccupancyRentUtltsAndMaintAmt016518
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jim Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Julie R White
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Glenn V Kubb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stephen Schultz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Officer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07229
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide a meeting place for Alcoholics Anonymous whose primary purpose is to carry its message of hope to the suffering alcoholic.
IRS990EZ/PrintingPublicationsPostageAmt093
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Membership Fees and Org Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Medallions and Confections Sold
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020871
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17494
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024215
IRS990EZ/TotalProgramServiceExpensesAmt028365
IRS990EZ/TotalRevenueAmt021670
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027222
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt027222
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt027222
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027222
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt027222
IRS990ScheduleA/TotalSupportAmt027222
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Supplies 85.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meeting Refreshments 2333.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 1396.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues and Subscriptions 491.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Advertising 44.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Depreciation 2880.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie White
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05418997967
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Serenity Fellowship
ReturnHeader/Filer/BusinessNameControlTxt0SERE
ReturnHeader/Filer/EIN0431993631
ReturnHeader/Filer/PhoneNum05418997967
ReturnHeader/Filer/USAddress/AddressLine1Txt01921 Elm Avenue
ReturnHeader/Filer/USAddress/CityNm0Medford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097501
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTANT IN YOUR POCKET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05756 Griffin Creek Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Medford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097501
ReturnHeader/PreparerPersonGrp/PhoneNum05417725555
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Suzanne Silver CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-06T07:42:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Julie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0White
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,545
Liabilities
-
Net assets
$131,545
Revenue
$21,670
Expenses
$24,215
Net income
-$2,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.44$0.42$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.24$0.23$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.25$0.24$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.31$1.31$0.27$0.27$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.22$0.24$0.03