Civic Intelligence

Serra Foundation Inc.

990 • Fiscal year 2016 • EIN 55-0696463

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
2525 Pennsylvania AvenueWeirton, WV 26062

(304) 723-4300

Siviq Scores

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

Liabilities / Assets

29th percentile

0.07x

Higher debt load relative to assets than 29% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

69th percentile

0.56x

Higher debt load relative to revenue than 69% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

79th percentile

13%

Faster asset growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

130%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$13,221,777

Up $1,490,267 (+13%) from 2015

Net Assets

Up

$12,294,337

Up $1,541,227 (+14%) from 2015

Liabilities

Down

$927,440

Down $50,960 (-5.2%) from 2015

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin98th percentile

Revenue

Up

$1,648,429

Up $931,625 (+130%) from 2015

Expenses

Up

$107,202

Up $21,707 (+25%) from 2015

Net Income

Up

$1,541,227

Up $909,918 (+144%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $2,005,617Liabilities 2011: $1,182,239Net Assets 2011: $823,3782011Assets 2012: $4,182,087Liabilities 2012: $1,131,279Net Assets 2012: $3,050,8082012Assets 2013: $10,084,916Liabilities 2013: $1,080,319Net Assets 2013: $9,004,5972013Assets 2014: $11,151,160Liabilities 2014: $1,029,359Net Assets 2014: $10,121,8012014Assets 2015: $11,731,510Liabilities 2015: $978,400Net Assets 2015: $10,753,1102015Assets 2016: $13,221,777Liabilities 2016: $927,440Net Assets 2016: $12,294,3372016Assets 2017: $13,504,942Liabilities 2017: $876,480Net Assets 2017: $12,628,4622017Assets 2018: $13,834,889Liabilities 2018: $825,520Net Assets 2018: $13,009,3692018Assets 2019: $14,040,580Liabilities 2019: $774,559Net Assets 2019: $13,266,0212019Assets 2020: $14,497,852Liabilities 2020: $723,600Net Assets 2020: $13,774,2522020Assets 2021: $14,819,052Liabilities 2021: $672,639Net Assets 2021: $14,146,4132021Assets 2022: $15,159,405Liabilities 2022: $621,679Net Assets 2022: $14,537,7262022Assets 2023: $16,276,784Liabilities 2023: $570,719Net Assets 2023: $15,706,0652023Assets 2024: $17,189,549Liabilities 2024: $519,759Net Assets 2024: $16,669,7902024

Highlighted filing

2016

Assets$13,221,777
Liabilities$927,440
Net Assets$12,294,337
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2011: $53,9972011Expenses 2012: $55,4792012Revenue 2013: $6,036,594Expenses 2013: $82,805Net Income 2013: $5,953,7892013Revenue 2014: $1,175,305Expenses 2014: $58,101Net Income 2014: $1,117,2042014Revenue 2015: $716,804Expenses 2015: $85,495Net Income 2015: $631,3092015Revenue 2016: $1,648,429Expenses 2016: $107,202Net Income 2016: $1,541,2272016Revenue 2017: $473,279Expenses 2017: $139,154Net Income 2017: $334,1252017Revenue 2018: $473,543Expenses 2018: $92,636Net Income 2018: $380,9072018Revenue 2019: $361,452Expenses 2019: $104,800Net Income 2019: $256,6522019Revenue 2020: $584,415Expenses 2020: $76,184Net Income 2020: $508,2312020Revenue 2021: $472,887Expenses 2021: $100,726Net Income 2021: $372,1612021Revenue 2022: $498,750Expenses 2022: $107,437Net Income 2022: $391,3132022Revenue 2023: $1,255,595Expenses 2023: $87,256Net Income 2023: $1,168,3392023Revenue 2024: $1,128,667Expenses 2024: $164,942Net Income 2024: $963,7252024

Highlighted filing

2016

Revenue$1,648,429
Expenses$107,202
Net Income$1,541,227
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$1,657,464
Mission and Program Overview

Mission

To provide high school and college scholarships and to provide financial support for charitable organizations and individuals

Purpose is to help those in need of educational funds and do other charitable works

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$10,753,110$12,294,337▲ $1,541,227
Investments in Publicly Traded Securities$6,221,813$7,644,657▲ $1,422,844
Other Notes and Loans Receivable, Net$2,737,736$2,600,925▼ $136,811
Savings and Temporary Cash Investments$2,251,472$2,275,555▲ $24,083
Cash and Non-Interest-Bearing Accounts$520,489$700,640▲ $180,151
Total Assets$11,731,510$13,221,777▲ $1,490,267
Liabilities
Other Liabilities$978,400$927,440▼ $50,960
Total Liabilities$978,400$927,440▼ $50,960
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,753,110$12,294,337▲ $1,541,227
Total Liabilities and Net Assets / Fund Balance$11,731,510$13,221,777▲ $1,490,267
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Rhonda QuattrochiPresident
Anthony PaesanoMember
Daniel Mc CuneMember
John SorrentiMember
Larry FernandezMember
Vickie Lynn PuliceTreasurer
Mary Ann BoydVice Pres / Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,254,793
Program Service Revenue
$0
Investment Income
$391,441
Other Revenue
$2,195
All Other Contributions
$1,254,793
Change in Net Assets
$1,541,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,352
Grants and Similar Amounts Paid$21,850
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals---$21,850
Other Expenses---$6,605
Fees for Services Accounting---$2,450
Fees for Services Legal---$912
Total Functional Expenses$0$0$0$107,202
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$927,440
Gift Annuity-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Rhonda quattrochi, mary ann boyd and vicki pulice have a business relationship”

Form 990, Part VI, Section C, Line 19

“The organization govering documents and financial statements would be provided upon request.”

Filing and Contact Details

Filer

Filer Name
Serra Foundation Inc
EIN
55-0696463
Phone
3047234300
Address
2525 PENNSYLVANIA AVENUE, WEIRTON, WV 26062

Signing Officer

Name
Rhonda Quattrochi
Title
President
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rhonda Quatrocchi
Formed
1989
Legal Domicile
Wv
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
R M Komorowski Jr CPA Inc
Address
626 North Fourth Street - Suite 105, Steubenville, OH 43952
Preparer
Ronald Komorowski Jr CPA
Phone
7402827550
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Section A, Line 88

“There are no committees with the authority to act on behalf of the board.”

Form 990, Part IV, Section B, Line 11

“The organizations president and treasurer will review the form 990 prior to filing with the irs.”

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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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GIFT ANNUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalLiabilityAmt0927440
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt021850
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE EDUCATION GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RHONDA QUATTROCHI, MARY ANN BOYD AND VICKI PULICE HAVE A BUSINESS RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATIONS PRESIDENT AND TREASURER WILL REVIEW THE FORM 990 PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION GOVERING DOCUMENTS AND FINANCIAL STATEMENTS WOULD BE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part IV, Section A, Line 88
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IV, Section B, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WEIRTON HEALTH CARE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0550615410
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE SHELTER AND HEALTH CARE ON A PERSONAL LEVEL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02525 PENNSYLVANA AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WEIRTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd026062
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WV
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt011731510
IRS990/TotalAssetsEOYAmt013221777
IRS990/TotalAssetsGrp/BOYAmt011731510
IRS990/TotalAssetsGrp/EOYAmt013221777
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01254793
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0107202
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0978400
IRS990/TotalLiabilitiesEOYAmt0927440
IRS990/TotalLiabilitiesGrp/BOYAmt0978400
IRS990/TotalLiabilitiesGrp/EOYAmt0927440
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010753110
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012294337
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01648429
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011731510
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013221777
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02525 PENNSYLVANIA AVENUE
IRS990/USAddress/CityNm0WEIRTON
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd026062
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RHONDA QUATTROCHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERRA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SERR
ReturnHeader/Filer/EIN0550696463
ReturnHeader/Filer/PhoneNum03047234300
ReturnHeader/Filer/USAddress/AddressLine1Txt02525 PENNSYLVANIA AVENUE
ReturnHeader/Filer/USAddress/CityNm0WEIRTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd026062
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B2465B5AC67C74533D2815B5BC93E5C7DD1F401A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01F2EDC5F2DCAE3A1AD7F7322D909A0515081E1B0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.90.249.113
ReturnHeader/FilingSecurityInformation/IPDt02017-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:26:32
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R M Komorowski Jr CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0626 North Fourth Street - Suite 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Steubenville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043952
ReturnHeader/PreparerPersonGrp/PhoneNum07402827550
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald Komorowski Jr CPA
ReturnHeader/ReturnTs02017-05-11T10:48:38-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$13,221,777
Liabilities
$927,440
Net assets
$12,294,337
Revenue
$1,648,429
Expenses
$107,202
Net income
$1,541,227
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.2$0.52$16.7$1.13$0.16$0.96
2023Detailed filing. Detailed filing data is available for this year.$16.3$0.57$15.7$1.26$0.09$1.17
2022Detailed filing. Detailed filing data is available for this year.$15.2$0.62$14.5$0.50$0.11$0.39
2021Detailed filing. Detailed filing data is available for this year.$14.8$0.67$14.1$0.47$0.10$0.37
2020Detailed filing. Detailed filing data is available for this year.$14.5$0.72$13.8$0.58$0.08$0.51
2019Detailed filing. Detailed filing data is available for this year.$14.0$0.77$13.3$0.36$0.10$0.26
2018Detailed filing. Detailed filing data is available for this year.$13.8$0.83$13.0$0.47$0.09$0.38
2017Detailed filing. Detailed filing data is available for this year.$13.5$0.88$12.6$0.47$0.14$0.33
2016Detailed filing. Detailed filing data is available for this year.$13.2$0.93$12.3$1.65$0.11$1.54
2015Detailed filing. Detailed filing data is available for this year.$11.7$0.98$10.8$0.72$0.09$0.63
2014Detailed filing. Detailed filing data is available for this year.$11.2$1.03$10.1$1.18$0.06$1.12
2013Detailed filing. Detailed filing data is available for this year.$10.1$1.08$9.00$6.04$0.08$5.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$1.13$3.05$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$1.18$0.82$0.05