Civic Intelligence

Serra Foundation Inc.

990 • Fiscal year 2017 • EIN 55-0696463

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

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

30th percentile

0.06x

Higher debt load relative to assets than 30% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

1.85x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

41st percentile

2.1%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-71%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$13,504,942

Up $283,165 (+2.1%) from 2016

Net Assets

Up

$12,628,462

Up $334,125 (+2.7%) from 2016

Liabilities

Down

$876,480

Down $50,960 (-5.5%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin95th percentile

Revenue

Down

$473,279

Down $1,175,150 (-71%) from 2016

Expenses

Up

$139,154

Up $31,952 (+30%) from 2016

Net Income

Down

$334,125

Down $1,207,102 (-78%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2017

Assets$13,504,942
Liabilities$876,480
Net Assets$12,628,462
Open 2017 Filing

Operations Trend

Revenue Growth2nd 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

2017

Revenue$473,279
Expenses$139,154
Net Income$334,125
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.3
Gross Receipts
$473,279
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$12,294,337$12,628,462▲ $334,125
Investments in Publicly Traded Securities$7,644,657$7,906,232▲ $261,575
Other Notes and Loans Receivable, Net$2,600,925$2,454,476▼ $146,449
Savings and Temporary Cash Investments$2,275,555$2,299,892▲ $24,337
Cash and Non-Interest-Bearing Accounts$700,640$844,342▲ $143,702
Total Assets$13,221,777$13,504,942▲ $283,165
Liabilities
Other Liabilities$927,440$876,480▼ $50,960
Total Liabilities$927,440$876,480▼ $50,960
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,294,337$12,628,462▲ $334,125
Total Liabilities and Net Assets / Fund Balance$13,221,777$13,504,942▲ $283,165
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
$2,280
Program Service Revenue
$0
Investment Income
$469,095
Other Revenue
$1,904
All Other Contributions
$2,280
Change in Net Assets
$334,125
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$131,054
Grants and Similar Amounts Paid$8,100
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$8,522
Grants to Domestic Individuals---$8,100
Fees for Services Accounting---$2,280
Fees for Services Legal---$119
Total Functional Expenses$0$0$0$139,154
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$876,480
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
2018-05-01
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 M 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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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
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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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WEIRTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd026062
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
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IRS990/TotalContributionsAmt02280
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0473279
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013504942
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RHONDA QUATTROCHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02783FB7E317E3B9678F7D8CB8F771D1AE08B9E93
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05ABD9237F96398AC3FD330A2A683780DEBEC7423
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.90.249.113
ReturnHeader/FilingSecurityInformation/IPDt02018-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:41:26
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/PreparationDt02018-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald M Komorowski Jr CPA
ReturnHeader/ReturnTs02018-05-01T09:02:32-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,504,942
Liabilities
$876,480
Net assets
$12,628,462
Revenue
$473,279
Expenses
$139,154
Net income
$334,125
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