Civic Intelligence

The Serendipity Foundation

EIN 47-4255384 • Reno, NV

59 Damonte Ranch Parkway B535Reno, NV 89521
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

90th percentile

61%

Higher net margin than 90% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

17th percentile

-7.0%

Faster asset growth than 17% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

4238%

Faster revenue growth than 100% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,574,028

Down $192,791 (-7.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,574,028

Down $192,791 (-7.0%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin90th percentile

Revenue

Up

$344,558

Up $336,615 (+4238%) from 2023

Expenses

Down

$135,228

Down $26,713 (-16%) from 2023

Net Income

Up

$209,330

Up $363,328 (+236%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$2,574,028
Liabilities$0
Net Assets$2,574,028
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$344,558
Expenses$135,228
Net Income$209,330
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,574,028
Liabilities
$0
Net assets
$2,574,028
Revenue
$344,558
Expenses
$135,228
Net income
$209,330
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

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

Filer

Filer Name
The Serendipity Foundation
EIN
47-4255384
Phone
9136479758
Address
59 DAMONTE RANCH PARKWAY B535, RENO, NV 89521

Signing Officer

Name
Jenika Cook
Title
Officer
Phone
9139045700
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Mariner Wealth Advisors
Address
5700 W 112TH STREET SUITE 500, OVERLAND PARK, KS 66211
Preparer
Scott Voss
Phone
9139045700
Raw XML Appendix289 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/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0527
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0134292
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0120228
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0134819
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0119701
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0134292
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LISA WILLIAMS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt059 DAMONTE RANCH PKWY STE B-535
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0RENO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NV
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd089521
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0307395
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0222343
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLICLY TRADED SECURITIES.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0402121
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REGISTRATION FEES NV SECRETARY OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0359
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0359
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENIKA COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09139045700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SERENDIPITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SERE
ReturnHeader/Filer/EIN0474255384
ReturnHeader/Filer/PhoneNum09136479758
ReturnHeader/Filer/USAddress/AddressLine1Txt059 DAMONTE RANCH PARKWAY B535
ReturnHeader/Filer/USAddress/CityNm0RENO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089521
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204553256
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARINER WEALTH ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05700 W 112TH STREET SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09139045700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT VOSS
ReturnHeader/ReturnTs02025-05-09T09:12:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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