Civic Intelligence

Serise Incorporated

990EZ • Fiscal year 2019 • EIN 46-3085665

Jan 01, 2019 to Dec 31, 2019 • Filed on Jan 18, 2020

2148 Embassy DrLancaster, PA 17603

(717) 480-0491

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

13th percentile

-28%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$53,139

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 51.8% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

18th percentile

-25%

Faster asset growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-26%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$84,063

Down $28,553 (-25%) from 2018

Net Assets

$84,063

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$102,683

Down $36,177 (-26%) from 2018

Expenses

Up

$131,236

Up $31,935 (+32%) from 2018

Net Income

Down

-$28,553

Down $68,112 (-172%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2018: $112,616Liabilities 2018: $02018Assets 2019: $84,063Net Assets 2019: $84,0632019Assets 2020: $133,076Net Assets 2020: $133,0762020Assets 2021: $76,255Liabilities 2021: $0Net Assets 2021: $76,2552021Assets 2022: $97,916Liabilities 2022: $0Net Assets 2022: $97,9162022Assets 2023: $111,243Liabilities 2023: $0Net Assets 2023: $111,2432023Assets 2024: $76,491Net Assets 2024: $76,4912024

Highlighted filing

2019

Assets$84,063
Liabilities-
Net Assets$84,063

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2018: $138,860Expenses 2018: $99,301Net Income 2018: $39,5592018Revenue 2019: $102,683Expenses 2019: $131,236Net Income 2019: -$28,5532019Revenue 2020: $165,621Expenses 2020: $116,608Net Income 2020: $49,0132020Revenue 2021: $164,615Expenses 2021: $221,436Net Income 2021: -$56,8212021Revenue 2022: $263,201Expenses 2022: $248,107Net Income 2022: $15,0942022Revenue 2023: $227,395Expenses 2023: $214,068Net Income 2023: $13,3272023Revenue 2024: $77,457Expenses 2024: $112,209Net Income 2024: -$34,7522024

Highlighted filing

2019

Revenue$102,683
Expenses$131,236
Net Income-$28,553
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jan 18, 2020
Return Version
2019v5.0
Gross Receipts
$102,683
Mission and Program Overview

Mission

Serise is committed to advancing human well-being through evidence-informed practice innovative research and compassionate service empowering individuals and communities to achieve sustainable growth and resilience.

To provide professional development services, expert witness services, and behavioral health services.

Program Services

DescriptionGrantsExpenses
PROVIDE MENTAL HEALTH TRAINING SEMINARS IN DIFFERENT STATES AND FOREIGN COUNTRIES FOR SOCIAL WORKERS, ADMINISTRATORS, HEALTHCARE WORKERS, MENTAL HEALTH PROVIDERS, EDUCATORS, AND OTHERS THAT COME IN DIRECT CONTACT WITH MENTAL HEALTH PATIENTS.-$93,215
MENTAL HEALTH SAP SERVICES ARE PROVIDED TO PROFESSIONALS THAT HAD ADDICTION AND MENTAL HEALTH ISSUES TO ENABLE THEM TO RETURN TO WORK.-$31,072
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAYTE REDCAYExecutive DiFT$53,139-$53,139
ANGIE SCHWANGERFinancial Di-$0--
Filing and Contact Details

Filer

Filer Name
Serise Inc
EIN
46-3085665
Phone
7174800491
Address
2148 EMBASSY DR, LANCASTER, PA 17603

Signing Officer

Name
Angie Schwanger
Title
Financial Director
Phone
7174800941
Signed
2020-01-18

Preparer

Firm
Hostetter & Hostetter CPA
Address
40 FRIENDLY DRIVE, QUARRYVILLE, PA 17566
Preparer
Christopher C Ployd CPA
Phone
7172842468
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising & website 3,100 3,804 telephone & internet 4,889 transportation & travel 27,538 intern stipends 2,800 license fee 2,500 scholarships 3,277 total 47,908

Form 990-ez, Part III

To provide professional development services, expert witness services, and behavioral health services.

Form 990-ez, Part III, Line 28

Provide mental health training seminars in different states and foreign countries for social workers, administrators, healthcare workers, mental health providers, educators, and others that come in direct contact with mental health patients.

Raw XML Appendix134 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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IRS990EZ/BooksInCareOfDetail/PhoneNum07174800491
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02148 EMBASSY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LANCASTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017603
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0112616
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt084063
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-28553
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06225
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0112616
IRS990EZ/NetAssetsOrFundBalancesEOYAmt084063
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0112616
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt084063
IRS990EZ/OccupancyRentUtltsAndMaintAmt010870
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt150.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANGIE SCHWANGER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FINANCIAL DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt047908
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE PROFESSIONAL DEVELOPMENT SERVICES, EXPERT WITNESS SERVICES, AND BEHAVIORAL HEALTH SERVICES.
IRS990EZ/PrintingPublicationsPostageAmt08425
IRS990EZ/ProgramServiceRevenueAmt0102385
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE MENTAL HEALTH TRAINING SEMINARS IN DIFFERENT STATES AND FOREIGN COUNTRIES FOR SOCIAL WORKERS, ADMINISTRATORS, HEALTHCARE WORKERS, MENTAL HEALTH PROVIDERS, EDUCATORS, AND OTHERS THAT COME IN DIRECT CONTACT WITH MENTAL HEALTH PATIENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MENTAL HEALTH SAP SERVICES ARE PROVIDED TO PROFESSIONALS THAT HAD ADDICTION AND MENTAL HEALTH ISSUES TO ENABLE THEM TO RETURN TO WORK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt093215
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt131072
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt057808
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0131236
IRS990EZ/TotalProgramServiceExpensesAmt0124287
IRS990EZ/TotalRevenueAmt0102683
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SERISEINC.COM
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0298
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0283
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0581
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt056586
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99850
IRS990ScheduleA/PublicSupportPY509Pct00.99710
IRS990ScheduleA/PublicSupportTotal509Amt0389638
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0102385
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056586
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030110
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0102683
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0138860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt056586
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061980
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030110
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0390219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING & WEBSITE 3,100 3,804 TELEPHONE & INTERNET 4,889 TRANSPORTATION & TRAVEL 27,538 INTERN STIPENDS 2,800 LICENSE FEE 2,500 SCHOLARSHIPS 3,277 TOTAL 47,908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE PROFESSIONAL DEVELOPMENT SERVICES, EXPERT WITNESS SERVICES, AND BEHAVIORAL HEALTH SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE MENTAL HEALTH TRAINING SEMINARS IN DIFFERENT STATES AND FOREIGN COUNTRIES FOR SOCIAL WORKERS, ADMINISTRATORS, HEALTHCARE WORKERS, MENTAL HEALTH PROVIDERS, EDUCATORS, AND OTHERS THAT COME IN DIRECT CONTACT WITH MENTAL HEALTH PATIENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGIE SCHWANGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07174800941
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERISE INC
ReturnHeader/Filer/BusinessNameControlTxt0SERI
ReturnHeader/Filer/EIN0463085665
ReturnHeader/Filer/PhoneNum07174800491
ReturnHeader/Filer/USAddress/AddressLine1Txt02148 EMBASSY DR
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017603
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201861481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOSTETTER & HOSTETTER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 FRIENDLY DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUARRYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017566
ReturnHeader/PreparerPersonGrp/PhoneNum07172842468
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER C PLOYD CPA
ReturnHeader/ReturnTs02021-01-18T13:44:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings