Civic Intelligence

The Serendipity Foundation

990PF • Fiscal year 2016 • EIN 47-4255384

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization Profile
59 DAMONTE RANCH PARKWAY Suite B535Reno, NV 89521

(775) 852-4678

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

1st percentile

-1138%

Higher net margin than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

10th percentile

-12%

Faster asset growth than 10% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

611%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,199,831

Down $424,763 (-12%) from 2015

Net Assets

$3,199,831

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin1st percentile

Revenue

Up

$9,730

Up $8,362 (+611%) from 2015

Expenses

Up

$120,431

Up $120,431 from 2015

Net Income

Down

-$110,701

Down $112,069 (-8192%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $3,624,594Liabilities 2015: $02015Assets 2016: $3,199,831Liabilities 2016: $0Net Assets 2016: $3,199,8312016Assets 2017: $3,941,129Liabilities 2017: $0Net Assets 2017: $3,941,1292017Assets 2018: $2,937,879Liabilities 2018: $0Net Assets 2018: $2,937,8792018Assets 2019: $2,494,722Liabilities 2019: $0Net Assets 2019: $2,494,7222019Assets 2020: $3,769,809Liabilities 2020: $0Net Assets 2020: $3,769,8092020Assets 2021: $3,549,707Liabilities 2021: $0Net Assets 2021: $3,549,7072021Assets 2022: $2,612,206Liabilities 2022: $0Net Assets 2022: $2,612,2062022Assets 2023: $2,766,819Liabilities 2023: $0Net Assets 2023: $2,766,8192023Assets 2024: $2,574,028Liabilities 2024: $0Net Assets 2024: $2,574,0282024

Highlighted filing

2016

Assets$3,199,831
Liabilities$0
Net Assets$3,199,831
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $1,368Expenses 2015: $0Net Income 2015: $1,3682015Revenue 2016: $9,730Expenses 2016: $120,431Net Income 2016: -$110,7012016Revenue 2017: $24,562Expenses 2017: $402,880Net Income 2017: -$378,3182017Revenue 2018: $126,105Expenses 2018: $585Net Income 2018: $125,5202018Revenue 2019: $36,175Expenses 2019: $152,102Net Income 2019: -$115,9272019Revenue 2020: -$3,024Expenses 2020: $170,083Net Income 2020: -$173,1072020Revenue 2021: $1,151,053Expenses 2021: $117,065Net Income 2021: $1,033,9882021Revenue 2022: $7,868Expenses 2022: $124,690Net Income 2022: -$116,8222022Revenue 2023: $7,943Expenses 2023: $161,941Net Income 2023: -$153,9982023Revenue 2024: $344,558Expenses 2024: $135,228Net Income 2024: $209,3302024

Highlighted filing

2016

Revenue$9,730
Expenses$120,431
Net Income-$110,701
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA WILLIAMSPresidentPT$0--
JENNIFER McINTOSHTrustee-$0--
JENIKA COOKTrustee-$0--
CHRISTOPHER WILLIAMSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Serendipity Foundation
EIN
47-4255384
In Care Of
% THE FOUNDATION
Phone
7758524678
Address
59 DAMONTE RANCH PARKWAY Suite B535, RENO, NV 89521

Signing Officer

Name
Jenika Cook
Title
Officer
Phone
9136479700
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Mariner Consulting LLC
Address
4200 WEST 115TH STREET SUITE 100, LEAWOOD, KS 66211
Preparer
Scott a Voss
Phone
9136479700
Raw XML Appendix329 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/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.207519
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0120000
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0120000
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0120000
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt059 DAMONTE RANCH PARKWAY B535
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RENO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NV
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd089521
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NV
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum07758524678
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0LISA WILLIAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0This grant will enable the grant to make contributions to support qualified 501(c)(3) organizations and their charitable services.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Fidelity Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0452770053
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0120000
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/AppliedToCurrentYearAmt0730
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0119270
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0167549
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0120000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0166819
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0119270
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0320090
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0110
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06028
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TRANSFER FROM OTHER FOUNDATION
TaxesSchedule/TaxesDetail/Amt027
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX EXPENSE
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENIKA COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum09136479700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SERENDIPITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SERE
ReturnHeader/Filer/EIN0474255384
ReturnHeader/Filer/InCareOfNm0% THE FOUNDATION
ReturnHeader/Filer/PhoneNum07758524678
ReturnHeader/Filer/USAddress/AddressLine1Txt059 DAMONTE RANCH PARKWAY Suite B535
ReturnHeader/Filer/USAddress/CityNm0RENO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089521
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07DC9C5F9CAEC731573DB512621C2B4CCD672B61D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07DC9C5F9CAEC731573DB512621C2B4CCD672B61D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId073638420171305000006
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0205.182.132.35
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARINER CONSULTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04200 WEST 115TH STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEAWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09136479700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT A VOSS
ReturnHeader/ReturnTs02017-05-10T15:00:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,199,831
Liabilities
$0
Net assets
$3,199,831
Revenue
$9,730
Expenses
$120,431
Net income
-$110,701
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.34$0.14$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.01$0.16$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.01$0.12$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$1.15$0.12$1.03
2020Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.00$0.17$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.04$0.15$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.13$0.00$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.02$0.40$0.38
2016Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.01$0.12$0.11
2015Summary only. Only limited summary data is available for this year.$3.62$0.00$0.00$0.00$0.00