Civic Intelligence

Sereno Mare Blu Foundation

990PF • Fiscal year 2023 • EIN 46-4355517

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization Profile
200 Buckeye TrailAustin, TX 78746

(512) 699-4054

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

21st percentile

-21%

Higher net margin than 21% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

37th percentile

-1.9%

Faster asset growth than 37% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-80%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$990,646

Down $19,187 (-1.9%) from 2022

Net Assets

Down

$990,646

Down $19,187 (-1.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin21st percentile

Revenue

Down

$91,218

Down $376,093 (-80%) from 2022

Expenses

Up

$110,405

Up $26,577 (+32%) from 2022

Net Income

Down

-$19,187

Down $402,670 (-105%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $503,539Liabilities 2013: $02013Assets 2014: $424,069Liabilities 2014: $0Net Assets 2014: $424,0692014Assets 2015: $395,630Liabilities 2015: $0Net Assets 2015: $395,6302015Assets 2016: $331,019Liabilities 2016: $0Net Assets 2016: $331,0192016Assets 2017: $385,450Liabilities 2017: $0Net Assets 2017: $385,4502017Assets 2018: $516,704Liabilities 2018: $0Net Assets 2018: $516,7042018Assets 2019: $469,332Liabilities 2019: $0Net Assets 2019: $469,3322019Assets 2020: $658,772Liabilities 2020: $0Net Assets 2020: $658,7722020Assets 2021: $645,995Liabilities 2021: $0Net Assets 2021: $645,9952021Assets 2022: $1,009,833Liabilities 2022: $0Net Assets 2022: $1,009,8332022Assets 2023: $990,646Liabilities 2023: $0Net Assets 2023: $990,6462023Assets 2024: $1,015,731Liabilities 2024: $0Net Assets 2024: $1,015,7312024

Highlighted filing

2023

Assets$990,646
Liabilities$0
Net Assets$990,646
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $503,539Expenses 2013: $0Net Income 2013: $503,5392013Revenue 2014: $138,559Expenses 2014: $193,589Net Income 2014: -$55,0302014Revenue 2015: $158,075Expenses 2015: $135,432Net Income 2015: $22,6432015Revenue 2016: $32,853Expenses 2016: $97,464Net Income 2016: -$64,6112016Revenue 2017: $40,128Expenses 2017: $82,106Net Income 2017: -$41,9782017Revenue 2018: $299,439Expenses 2018: $133,109Net Income 2018: $166,3302018Revenue 2019: $24,253Expenses 2019: $71,625Net Income 2019: -$47,3722019Revenue 2020: $295,485Expenses 2020: $29,858Net Income 2020: $265,6272020Revenue 2021: $105,424Expenses 2021: $118,201Net Income 2021: -$12,7772021Revenue 2022: $467,311Expenses 2022: $83,828Net Income 2022: $383,4832022Revenue 2023: $91,218Expenses 2023: $110,405Net Income 2023: -$19,1872023Revenue 2024: $142,366Expenses 2024: $117,281Net Income 2024: $25,0852024

Highlighted filing

2023

Revenue$91,218
Expenses$110,405
Net Income-$19,187
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diana Z YoungPresidentPT$0--
Emily M YoungDirector-$0--
Grace M YoungDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sereno Mare Blu Foundation
EIN
46-4355517
Phone
5126994054
Address
200 Buckeye Trail, Austin, TX 78746

Signing Officer

Name
Diana Z Young
Title
President
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Alexander Lievens LLP
Address
10900 Research Blvd Ste 160C PMB 30, Austin, TX 78759
Preparer
Ronald E Lievens
Phone
5123286229
Raw XML Appendix333 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Diana Z Young
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Emily M Young
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Grace M Young
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Diana Z Young
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0to further the mission to provide on-campus services for children, young adults and families affected by abuse, exploitation and neglect
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To further the charity's mission to provide therapeutic and education nature-based experiences to enrich the lives of at-risk youth and children with disabilities.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To further the hospital's research mission to understand, treat and defeat childhood cancer and other life-threatening diseases.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3To further the university's mission to educate the hearts and minds of undergraduate and graduate students so they are prepared to make a difference.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4To further the school's mission to provide preparatory education in a Christian academic setting.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5To further the mission to provide spiritual formation through the Marian Shrine dedicated to Mary, Our Lady of Schoenstatt.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO FURTHER THE MISSION TO RESEARCH, EDUCATE AND ELIMINATE CANCER.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Austin Childrens Shelter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Candlelight Ranch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2St Jude Childrens Research Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0St Edward's University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1St Michael's Catholic Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Schoenstatt Movement of Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3MD Anderson Cancer Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04800 Manor Road Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16408 Muleshoe Bend Trail
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2262 Danny Thomas Pl
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33001 S Congress Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43000 Barton Creek Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5225 Addie Roy Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61515 Holcombe Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Marble Falls
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078723
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178654
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd238105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd378704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd478735
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd578746
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd677030
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0102918
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt052262
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052262
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt037329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt074744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0486
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt039795
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0106362
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0106362
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0203010
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt050656
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt037329
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt074744
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0486
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt039795
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0102918
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt050656
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0309372
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0258716
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Diana Young
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0200 Buckeye Trail
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Austin
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd078746
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt060000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt05038
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05038
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Managed Account Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05038
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0116
TaxesSchedule/TaxesDetail/Amt0116
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax paid - dividend income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0116
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Diana Z Young
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sereno Mare Blu Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SERE
ReturnHeader/Filer/EIN0464355517
ReturnHeader/Filer/PhoneNum05126994054
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 Buckeye Trail
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078746
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742943125
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alexander Lievens LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010900 Research Blvd Ste 160C PMB 30
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078759
ReturnHeader/PreparerPersonGrp/PhoneNum05123286229
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald E Lievens
ReturnHeader/ReturnTs02024-11-13T13:56:50-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$990,646
Liabilities
$0
Net assets
$990,646
Revenue
$91,218
Expenses
$110,405
Net income
-$19,187
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.14$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.09$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.47$0.08$0.38
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.11$0.12$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.30$0.03$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.02$0.07$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.30$0.13$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.04$0.08$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.03$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.16$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.14$0.19$0.06
2013Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$0.00$0.50