Civic Intelligence

The Serendipity Foundation

990PF • Fiscal year 2020 • EIN 47-4255384

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

59 Damonte Ranch Parkway No B535Reno, NV 89521

(775) 842-1222

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • 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

100th percentile

5724%

Higher net margin than 100% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

89th percentile

51%

Faster asset growth than 89% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Assets

Up

$3,769,809

Up $1,275,087 (+51%) from 2019

Net Assets

Up

$3,769,809

Up $1,275,087 (+51%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

-$3,024

Down $39,199 (-108%) from 2019

Expenses

Up

$170,083

Up $17,981 (+12%) from 2019

Net Income

Down

-$173,107

Down $57,180 (-49%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$3,769,809
Liabilities$0
Net Assets$3,769,809

Operations Trend

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

2020

Revenue-$3,024
Expenses$170,083
Net Income-$173,107
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

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

Filer

Filer Name
The Serendipty Foundation
EIN
47-4255384
Phone
7758421222
Address
59 DAMONTE RANCH PARKWAY NO B535, RENO, NV 89521

Signing Officer

Name
Jenika Cook
Title
Officer
Phone
9139045700
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Mariner Wealth Advisors
Address
5700 W 112TH STREET SUITE 500, OVERLAND PARK, KS 66211
Preparer
Ryan Drake
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/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt065776
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0103964
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0103408
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0169740
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt037632
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0103964
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REGISTRATION FEES NV SECRETARY OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01448194
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0293
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0293
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENIKA COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09139045700
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SERENDIPTY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SERE
ReturnHeader/Filer/EIN0474255384
ReturnHeader/Filer/PhoneNum07758421222
ReturnHeader/Filer/USAddress/AddressLine1Txt059 DAMONTE RANCH PARKWAY NO B535
ReturnHeader/Filer/USAddress/CityNm0RENO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089521
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/PreparerPersonNm0RYAN DRAKE
ReturnHeader/ReturnTs02021-11-15T14:26:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENIKA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COOK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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