Civic Intelligence

Serise Incorporated

990EZ • Fiscal year 2020 • EIN 46-3085665

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 14, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

78th percentile

30%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$51,651

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 31.2% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

82nd percentile

58%

Faster asset growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

61%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$133,076

Up $49,013 (+58%) from 2019

Net Assets

Up

$133,076

Up $49,013 (+58%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$165,621

Up $62,938 (+61%) from 2019

Expenses

Down

$116,608

Down $14,628 (-11%) from 2019

Net Income

Up

$49,013

Up $77,566 (+272%) from 2019

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

2020

Assets$133,076
Liabilities-
Net Assets$133,076

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

2020

Revenue$165,621
Expenses$116,608
Net Income$49,013
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 14, 2021
Return Version
2020v4.0
Gross Receipts
$165,621
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.-$108,143
MENTAL HEALTH SAP SERVICES ARE PROVIDED TO PROFESSIONALS THAT HAD ADDICTION AND MENTAL HEALTH ISSUES TO ENABLE THEM TO RETURN TO WORK.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAYTE REDCAYExecutive Di-$51,651-$51,651
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
Mayte Redcay
Title
Executive Director
Phone
7174800941
Signed
2021-07-14

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 3,412 office supplies & expenses 9,265 telephone & internet 4,049 transportation & travel 17,599 intern stipends 334 license fee 519 scholarships 2,761 non-investment depreciation 1,747 total 39,686

Form 990-ez, Part II, Line 24

0 18,548 less accumulated depreciation 0 1,747 total 0 16,801

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 Appendix143 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0ANGIE SCHWANGER
CompensationExplanation/CompensationExplanationGrp/PersonNm1MAYTE REDCAY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MAYTE REDCAY
IRS990EZ/BooksInCareOfDetail/PhoneNum07174800491
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02148 EMBASSY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LANCASTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017603
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt084063
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt049013
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt084063
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0133076
IRS990EZ/GrossReceiptsAmt0165621
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0262
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt084063
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0133076
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt084063
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0133076
IRS990EZ/OccupancyRentUtltsAndMaintAmt08623
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt151651
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANGIE SCHWANGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MAYTE REDCAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FINANCIAL DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016801
IRS990EZ/OtherExpensesTotalAmt039686
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE PROFESSIONAL DEVELOPMENT SERVICES, EXPERT WITNESS SERVICES, AND BEHAVIORAL HEALTH SERVICES.
IRS990EZ/PrintingPublicationsPostageAmt07428
IRS990EZ/ProgramServiceRevenueAmt0165359
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/ProgramServiceExpensesAmt0108143
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt051651
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt0116608
IRS990EZ/TotalProgramServiceExpensesAmt0108143
IRS990EZ/TotalRevenueAmt0165621
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SERISEINC.COM
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0262
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0298
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0283
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0524887
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0298
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99840
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IRS990ScheduleA/PublicSupportTotal509Amt0524887
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0165359
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061980
IRS990ScheduleA/Total509Grp/TotalAmt0524887
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0165621
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0102683
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056586
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061980
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0525730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING & WEBSITE 3,412 OFFICE SUPPLIES & EXPENSES 9,265 TELEPHONE & INTERNET 4,049 TRANSPORTATION & TRAVEL 17,599 INTERN STIPENDS 334 LICENSE FEE 519 SCHOLARSHIPS 2,761 NON-INVESTMENT DEPRECIATION 1,747 TOTAL 39,686
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10 18,548 LESS ACCUMULATED DEPRECIATION 0 1,747 TOTAL 0 16,801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE PROFESSIONAL DEVELOPMENT SERVICES, EXPERT WITNESS SERVICES, AND BEHAVIORAL HEALTH SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE 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 II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MAYTE REDCAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07174800941
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-14
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/PreparationDt02021-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER C PLOYD CPA
ReturnHeader/ReturnTs02021-07-14T07:04:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MAYTE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REDCAY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings