Civic Intelligence

Serenity by the Lake Inc.

990EZ • Fiscal year 2014 • EIN 72-1037601

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 02, 2015

Organization ProfileN/A
407 Mariners IslandMandeville, LA 70448

(985) 502-4284

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

35th percentile

-5.1%

Faster asset growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

27th percentile

-15%

Faster revenue growth than 27% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$75,163

Down $4,025 (-5.1%) from 2013

Net Assets

Down

$75,163

Down $4,025 (-5.1%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin22nd percentile

Revenue

Down

$37,779

Down $6,834 (-15%) from 2013

Expenses

Down

$41,804

Down $9,159 (-18%) from 2013

Net Income

Up

-$4,025

Up $2,325 (+37%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$100K$50K$0Assets 2011: $89,829Liabilities 2011: $02011Assets 2012: $85,538Net Assets 2012: $85,5382012Assets 2013: $79,188Net Assets 2013: $79,1882013Assets 2014: $75,163Liabilities 2014: $0Net Assets 2014: $75,1632014Assets 2015: $79,272Net Assets 2015: $79,2722015Assets 2016: $86,015Liabilities 2016: $0Net Assets 2016: $86,0152016Assets 2024: $63,035Net Assets 2024: $63,0352024

Highlighted filing

2014

Assets$75,163
Liabilities$0
Net Assets$75,163
Open 2014 Filing

Operations Trend

Revenue Growth27th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $45,351Expenses 2011: $43,867Net Income 2011: $1,4842011Revenue 2012: $34,640Expenses 2012: $38,928Net Income 2012: -$4,2882012Revenue 2013: $44,613Expenses 2013: $50,963Net Income 2013: -$6,3502013Revenue 2014: $37,779Expenses 2014: $41,804Net Income 2014: -$4,0252014Revenue 2015: $43,468Expenses 2015: $39,359Net Income 2015: $4,1092015Revenue 2016: $46,251Expenses 2016: $39,508Net Income 2016: $6,7432016Revenue 2024: $72,675Expenses 2024: $44,950Net Income 2024: $27,7252024

Highlighted filing

2014

Revenue$37,779
Expenses$41,804
Net Income-$4,025
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 2, 2015
Return Version
2014v5.0
Gross Receipts
$37,779
Mission and Program Overview

Mission

Provide location for AA meetings

Provide group support facility for Alcoholics Anonymous

Program Services

DescriptionGrantsExpenses
Provide group support facility for Alcoholic Anonymous$41,804-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony MatisteTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Serenity by the Lake
EIN
72-1037601
Phone
9855024284
Address
407 Mariners Island, Mandeville, LA 70448

Signing Officer

Name
Anthony Matiste
Title
Treasurer
Signed
2015-09-02
Discuss with paid preparer
Yes

Preparer

Firm
E C Otillio Jr CPA LLC
Address
139 N Theard Street, Covington, LA 70433
Preparer
E C Otillio Jr
Phone
9858710548
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $2239”

Other Expenses.1

“Supplies $7254”

Other Expenses.2

“Lawncare $1300”

Other Expenses.3

“Tax Prep. $250”

Other Expenses.5

“Safe Deposit Box $50”

Other Expenses.6

“Misc. $15”

Raw XML Appendix130 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Anthony Matise
IRS990EZ/BooksInCareOfDetail/PhoneNum09855024284
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 2064
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Mandeville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070470
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt079188
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075163
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4025
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt079188
IRS990EZ/Form990TotalAssetsGrp/EOYAmt075163
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt037779
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0426
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt079188
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075163
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt079188
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075163
IRS990EZ/OccupancyRentUtltsAndMaintAmt030604
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Anthony Matiste
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011108
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide group support facility for Alcoholics Anonymous
IRS990EZ/PrintingPublicationsPostageAmt092
IRS990EZ/ProgramServiceRevenueAmt037353
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide group support facility for Alcoholic Anonymous
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt041804
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041804
IRS990EZ/TotalProgramServiceExpensesAmt041804
IRS990EZ/TotalRevenueAmt037779
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt044080
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt078720
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt078720
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt034640
IRS990ScheduleA/Total509Grp/TotalAmt078720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt044080
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt034640
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt078720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $2239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies $7254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Lawncare $1300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Tax Prep. $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Safe Deposit Box $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Misc. $15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anthony Matiste
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Serenity by the Lake
ReturnHeader/Filer/BusinessNameControlTxt0SERE
ReturnHeader/Filer/EIN0721037601
ReturnHeader/Filer/PhoneNum09855024284
ReturnHeader/Filer/USAddress/AddressLine1Txt0407 Mariners Island
ReturnHeader/Filer/USAddress/CityNm0Mandeville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070448
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0E C Otillio Jr CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0139 N Theard Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Covington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070433
ReturnHeader/PreparerPersonGrp/PhoneNum09858710548
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E C Otillio Jr
ReturnHeader/ReturnTs02015-09-02T15:57:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,163
Liabilities
$0
Net assets
$75,163
Revenue
$37,779
Expenses
$41,804
Net income
-$4,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.0$63.0$72.7$45.0$27.7
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$86.0$0.00$86.0$46.3$39.5$6.74
2015Detailed filing. Detailed filing data is available for this year.$79.3$79.3$43.5$39.4$4.11
2014Detailed filing. Detailed filing data is available for this year.$75.2$0.00$75.2$37.8$41.8$4.03
2013Detailed filing. Detailed filing data is available for this year.$79.2$79.2$44.6$51.0$6.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.5$85.5$34.6$38.9$4.29
2011Summary only. Only limited summary data is available for this year.$89.8$0.00$45.4$43.9$1.48