Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Serra International
990EZ • Fiscal year 2015 • EIN 51-0146463
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
41st percentile
Higher net margin than 41% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
4th percentile
Faster asset growth than 4% of similar nonprofits.
Revenue Growth
12th percentile
Faster revenue growth than 12% of similar nonprofits.
Balance Sheet
Assets
Down$10,878
Down $31,557 (-74%) from 2014
Net Assets
$10,878
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2014
Revenue And Expenses
Revenue
Down$12,932
Down $8,933 (-41%) from 2014
Expenses
Down$12,932
Down $5,126 (-28%) from 2014
Net Income
Down$0
Down $3,807 (-100%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2014 to May 31, 2015
- Signed
- Oct 23, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $24,438
Mission and Program Overview
Mission
To foster and promote vocations to the ministerial priesthood in the catholic church as a particular vocation to service, and to support priests in their sacred ministry; to encourage and affirm vocations to consecrated religious life in the catholic church; and to assist its members to recognize and respond in their own lives to god's call to holiness in jesus christ and through the holy spirit.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO FOSTER AND PROMOTE VOCATIONS TO THE MINISTERIAL PRIESTHOOD IN THE CATHOLIC CHURCH AS A PARTICULAR VOCATION TO SERVICE, AND TO SUPPORT PRIESTS IN THEIR SACRED MINISTRY; TO ENCOURAGE AND AFFIRM VOCATIONS TO CONSECRATED RELIGIOUS LIFE IN THE CATHOLIC CHURCH; AND TO ASSIST ITS MEMBERS TO RECOGNIZE AND RESPOND IN THEIR OWN LIVES TO GOD'S CALL TO HOLINESS IN JESUS CHRIST AND THROUGH THE HOLY SPIRIT. | - | $12,932 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| WARREN KATO | President | PT | $0 | - | - |
| ARBIE KEOWN | President El | PT | $0 | - | - |
| VIRGINIA MORT | VP - Program | PT | $0 | - | - |
| SHARON MULHERIN | VP - Members | PT | $0 | - | - |
| CATHERINE WALTON | VP - Vocatio | PT | $0 | - | - |
| MARY BROCKSCHMIDT | VP - Vocatio | PT | $0 | - | - |
| PATRICIA MANZO | VP - Communi | PT | $0 | - | - |
| ROSA LIM | Secretary | PT | $0 | - | - |
| RICHARD PETERS | Treasurer | PT | $0 | - | - |
| REV AL BACA | Chaplain | - | $0 | - | - |
| MADRIENNE PETERS | Trustee | - | $0 | - | - |
| JOAN GOLDING | Trustee | - | $0 | - | - |
| SILVIA URIARTE | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Serra Club of Orange County CA
- EIN
- 51-0146463
- Address
- 333 WEST WACKER DR STE 500, CHICAGO, IL 60606
Signing Officer
- Name
- John Liston
- Title
- Executive Director
- Signed
- 2015-10-23
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Anderson Financial Mgmt & Actg LLC
- Address
- 10 S RIVERSIDE PLZ STE 875, CHICAGO, IL 60606-3717
- Preparer
- Jeffrey a Anderson
- Phone
- 3124747763
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses dues 7,531 communications 925 miscellaneous 4,476 total 12,932”
Form 990-ez, Part I, Line 20
“Prior period adjustment -31,557”
Form 990-ez, Part III
“To foster and promote vocations to the ministerial priesthood in the catholic church as a particular vocation to service, and to support priests in their sacred ministry; to encourage and affirm vocations to consecrated religious life in the catholic church; and to assist its members to recognize and respond in their own lives to god's call to holiness in jesus christ and through the holy spirit.”
Form 990-ez, Part III, Line 28
“To foster and promote vocations to the ministerial priesthood in the catholic church as a particular vocation to service, and to support priests in their sacred ministry; to encourage and affirm vocations to consecrated religious life in the catholic church; and to assist its members to recognize and respond in their own lives to god's call to holiness in jesus christ and through the holy spirit.”
Raw XML Appendix170 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | RICHARD PETERS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3124197411 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 333 WEST WACKER DR STE 500 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CHICAGO |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 60606 |
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| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 10878 |
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| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 10878 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 16907 |
| IRS990EZ/GrossReceiptsAmt | 0 | 24438 |
| IRS990EZ/GroupExemptionNum | 0 | 1059 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 7531 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 42435 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 10878 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 42435 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | WARREN KATO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ARBIE KEOWN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | VIRGINIA MORT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | SHARON MULHERIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CATHERINE WALTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | MARY BROCKSCHMIDT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | PATRICIA MANZO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | ROSA LIM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | RICHARD PETERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | REV AL BACA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | MADRIENNE PETERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | JOAN GOLDING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | SILVIA URIARTE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VP - PROGRAM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VP - MEMBERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VP - VOCATIO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | VP - VOCATIO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | VP - COMMUNI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | CHAPLAIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -31557 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 12932 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO FOSTER AND PROMOTE VOCATIONS TO THE MINISTERIAL PRIESTHOOD IN THE CATHOLIC CHURCH AS A PARTICULAR VOCATION TO SERVICE, AND TO SUPPORT PRIESTS IN THEIR SACRED MINISTRY; TO ENCOURAGE AND AFFIRM VOCATIONS TO CONSECRATED RELIGIOUS LIFE IN THE CATHOLIC CHURCH; AND TO ASSIST ITS MEMBERS TO RECOGNIZE AND RESPOND IN THEIR OWN LIVES TO GOD'S CALL TO HOLINESS IN JESUS CHRIST AND THROUGH THE HOLY SPIRIT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO FOSTER AND PROMOTE VOCATIONS TO THE MINISTERIAL PRIESTHOOD IN THE CATHOLIC CHURCH AS A PARTICULAR VOCATION TO SERVICE, AND TO SUPPORT PRIESTS IN THEIR SACRED MINISTRY; TO ENCOURAGE AND AFFIRM VOCATIONS TO CONSECRATED RELIGIOUS LIFE IN THE CATHOLIC CHURCH; AND TO ASSIST ITS MEMBERS TO RECOGNIZE AND RESPOND IN THEIR OWN LIVES TO GOD'S CALL TO HOLINESS IN JESUS CHRIST AND THROUGH THE HOLY SPIRIT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 12932 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 11506 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 5401 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 12932 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 12932 |
| IRS990EZ/TotalRevenueAmt | 0 | 12932 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.SERRAINTERNATIONAL.ORG |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 24438 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 21865 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 22455 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 21400 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 19771 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 109929 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.78000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 109929 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 24438 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 21865 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 22455 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 21400 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 19771 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 109929 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 24438 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 21865 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 22455 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 21400 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 19771 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 109929 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES DUES 7,531 COMMUNICATIONS 925 MISCELLANEOUS 4,476 TOTAL 12,932 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | PRIOR PERIOD ADJUSTMENT -31,557 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | TO FOSTER AND PROMOTE VOCATIONS TO THE MINISTERIAL PRIESTHOOD IN THE CATHOLIC CHURCH AS A PARTICULAR VOCATION TO SERVICE, AND TO SUPPORT PRIESTS IN THEIR SACRED MINISTRY; TO ENCOURAGE AND AFFIRM VOCATIONS TO CONSECRATED RELIGIOUS LIFE IN THE CATHOLIC CHURCH; AND TO ASSIST ITS MEMBERS TO RECOGNIZE AND RESPOND IN THEIR OWN LIVES TO GOD'S CALL TO HOLINESS IN JESUS CHRIST AND THROUGH THE HOLY SPIRIT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TO FOSTER AND PROMOTE VOCATIONS TO THE MINISTERIAL PRIESTHOOD IN THE CATHOLIC CHURCH AS A PARTICULAR VOCATION TO SERVICE, AND TO SUPPORT PRIESTS IN THEIR SACRED MINISTRY; TO ENCOURAGE AND AFFIRM VOCATIONS TO CONSECRATED RELIGIOUS LIFE IN THE CATHOLIC CHURCH; AND TO ASSIST ITS MEMBERS TO RECOGNIZE AND RESPOND IN THEIR OWN LIVES TO GOD'S CALL TO HOLINESS IN JESUS CHRIST AND THROUGH THE HOLY SPIRIT. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOHN LISTON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-10-23 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SERRA CLUB OF ORANGE COUNTY CA |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | 438 SERRA INTERNATIONAL |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SERR |
| ReturnHeader/Filer/EIN | 0 | 510146463 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 333 WEST WACKER DR STE 500 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHICAGO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 60606 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 141908625 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ANDERSON FINANCIAL MGMT & ACTG LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 10 S RIVERSIDE PLZ STE 875 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CHICAGO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 606063717 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3124747763 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-10-23 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEFFREY A ANDERSON |
| ReturnHeader/ReturnTs | 0 | 2015-10-23T16:56:19-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-05-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $10,878
- Liabilities
- $0
- Net assets
- $10,878
- Revenue
- $12,932
- Expenses
- $12,932
- Net income
- $0