Civic Intelligence

Serra Foundation Inc.

990 • Fiscal year 2021 • EIN 55-0696463

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 06, 2022

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

0.05x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

85th percentile

1.42x

Higher debt load relative to revenue than 85% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

95th percentile

79%

Higher net margin than 95% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

29th percentile

2.2%

Faster asset growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-19%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$14,819,052

Up $321,200 (+2.2%) from 2020

Net Assets

Up

$14,146,413

Up $372,161 (+2.7%) from 2020

Liabilities

Down

$672,639

Down $50,961 (-7.0%) from 2020

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin95th percentile

Revenue

Down

$472,887

Down $111,528 (-19%) from 2020

Expenses

Up

$100,726

Up $24,542 (+32%) from 2020

Net Income

Down

$372,161

Down $136,070 (-27%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2021

Assets$14,819,052
Liabilities$672,639
Net Assets$14,146,413
Open 2021 Filing

Operations Trend

Revenue Growth12th 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

2021

Revenue$472,887
Expenses$100,726
Net Income$372,161
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 6, 2022
Return Version
2021v4.2
Gross Receipts
$472,887
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$13,774,252$14,146,413▲ $372,161
Investments in Publicly Traded Securities$8,764,223$9,057,849▲ $293,626
Savings and Temporary Cash Investments$2,390,687$2,420,164▲ $29,477
Other Notes and Loans Receivable, Net$1,949,676$1,755,118▼ $194,558
Cash and Non-Interest-Bearing Accounts$1,393,266$1,585,921▲ $192,655
Total Assets$14,497,852$14,819,052▲ $321,200
Liabilities
Other Liabilities$723,600$672,639▼ $50,961
Total Liabilities$723,600$672,639▼ $50,961
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,774,252$14,146,413▲ $372,161
Total Liabilities and Net Assets / Fund Balance$14,497,852$14,819,052▲ $321,200
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,290
Program Service Revenue
$0
Investment Income
$471,559
Other Revenue
$38
All Other Contributions
$1,290
Change in Net Assets
$372,161
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,576
Grants and Similar Amounts Paid$12,150
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals---$12,150
Other Expenses---$2,074
Insurance---$667
Occupancy---$619
Fees for Services Accounting---$400
All Other Expenses---$102
Total Functional Expenses$0$0$0$100,726
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$672,639
Gift Annuity-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 IV, Section C, Line 19

“The organizations governing documents and financail 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
Ronald M Komorowski Jr
Title
CPA
Phone
7402827550
Signed
2022-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald M Komorowski Jr
Formed
1989
Legal Domicile
Wv
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

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

Additional Explanations

Form 990, Part IV, Section A, Line 88

“There are no committees with the authority toact 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.”

Raw XML Appendix386 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS PRESIDENT AND TREASURER WILL REVIEW THE FORM 990 PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATIONS GOVERNING DOCUMENTS AND FINANCAIL STATEMENTS WOULD BE PROVIDED UPON REQUEST
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part IV, Section B, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IV, Section C, Line 19
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R M Komorowski Jr CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0626 North Fourth Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Steubenville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043952
ReturnHeader/PreparerPersonGrp/PhoneNum07402827550
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald M Komorowski Jr
ReturnHeader/ReturnTs02022-09-06T01:10:42-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOMOROWSKI
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,819,052
Liabilities
$672,639
Net assets
$14,146,413
Revenue
$472,887
Expenses
$100,726
Net income
$372,161
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