Civic Intelligence

Serra Trust Fund for Vocations

EIN 74-6335799 • 501(c)3 • Arvada, CO

Profile

Encourage and foster religious vocations by providing aid that meets the requirements of the bylaws of our trust fund. We provide aid to men and women in training for the catholic archdiocese of denver

7282 Queen StArvada, CO 80005

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

53rd percentile

4.5%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

77%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$854,405

Up $36,998 (+4.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$854,405

Up $36,998 (+4.5%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin15th percentile

Revenue

Up

$65,586

Up $28,448 (+77%) from 2024

Expenses

Down

$79,012

Down $1,050 (-1.3%) from 2024

Net Income

Up

-$13,426

Up $29,498 (+69%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2012: $646,963Liabilities 2012: $0Net Assets 2012: $646,9632012Assets 2013: $682,105Liabilities 2013: $0Net Assets 2013: $682,1052013Assets 2014: $758,049Liabilities 2014: $0Net Assets 2014: $758,0492014Assets 2015: $782,208Liabilities 2015: $0Net Assets 2015: $782,2082015Assets 2016: $769,446Liabilities 2016: $0Net Assets 2016: $769,4462016Assets 2017: $821,443Liabilities 2017: $1,934Net Assets 2017: $819,5092017Assets 2018: $816,108Liabilities 2018: $0Net Assets 2018: $816,1082018Assets 2019: $869,466Liabilities 2019: $0Net Assets 2019: $869,4662019Assets 2020: $855,495Liabilities 2020: $0Net Assets 2020: $855,4952020Assets 2021: $930,298Liabilities 2021: $0Net Assets 2021: $930,2982021Assets 2022: $809,380Liabilities 2022: $0Net Assets 2022: $809,3802022Assets 2023: $805,979Liabilities 2023: $0Net Assets 2023: $805,9792023Assets 2024: $817,407Liabilities 2024: $0Net Assets 2024: $817,4072024Assets 2025: $854,405Liabilities 2025: $0Net Assets 2025: $854,4052025

Highlighted filing

2025

Assets$854,405
Liabilities$0
Net Assets$854,405
Open 2025 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $40,109Expenses 2012: $22,450Net Income 2012: $17,6592012Expenses 2013: $22,5742013Revenue 2014: $42,309Expenses 2014: $18,885Net Income 2014: $23,4242014Revenue 2015: $45,955Expenses 2015: $21,796Net Income 2015: $24,1592015Revenue 2016: $50,271Expenses 2016: $21,038Net Income 2016: $29,2332016Revenue 2017: $85,204Expenses 2017: $33,458Net Income 2017: $51,7462017Revenue 2018: $45,126Expenses 2018: $36,599Net Income 2018: $8,5272018Revenue 2019: $64,230Expenses 2019: $48,431Net Income 2019: $15,7992019Revenue 2020: $41,896Expenses 2020: $29,691Net Income 2020: $12,2052020Revenue 2021: $27,879Expenses 2021: $48,124Net Income 2021: -$20,2452021Revenue 2022: $42,570Expenses 2022: $55,474Net Income 2022: -$12,9042022Revenue 2023: $44,804Expenses 2023: $46,654Net Income 2023: -$1,8502023Revenue 2024: $37,138Expenses 2024: $80,062Net Income 2024: -$42,9242024Revenue 2025: $65,586Expenses 2025: $79,012Net Income 2025: -$13,4262025

Highlighted filing

2025

Revenue$65,586
Expenses$79,012
Net Income-$13,426
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$854,405
Liabilities
$0
Net assets
$854,405
Revenue
$65,586
Expenses
$79,012
Net income
-$13,426
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.54$0.00$8.54$0.66$0.79$0.13
2024Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.37$0.80$0.43
2023Detailed filing. Detailed filing data is available for this year.$8.06$0.00$8.06$0.45$0.47$0.02
2022Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.43$0.55$0.13
2021Detailed filing. Detailed filing data is available for this year.$9.30$0.00$9.30$0.28$0.48$0.20
2020Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$0.42$0.30$0.12
2019Summary only. Only limited summary data is available for this year.$8.69$0.00$8.69$0.64$0.48$0.16
2018Summary only. Only limited summary data is available for this year.$8.16$0.00$8.16$0.45$0.37$0.09
2017Summary only. Only limited summary data is available for this year.$8.21$0.02$8.20$0.85$0.33$0.52
2016Summary only. Only limited summary data is available for this year.$7.69$0.00$7.69$0.50$0.21$0.29
2015Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.46$0.22$0.24
2014Summary only. Only limited summary data is available for this year.$7.58$0.00$7.58$0.42$0.19$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.82$0.00$6.82$0.23
2012Summary only. Only limited summary data is available for this year.$6.47$0.00$6.47$0.40$0.22$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 25, 2025
Return Version
2024v5.2
Gross Receipts
$80,429
Mission and Program Overview

Mission

Encourage and foster religious vocations by providing aid that meets the requirements of the bylaws of our trust fund. We provide aid to men and women in training for the catholic archdiocese of denver

Encourage and foster religious vocations by providing aid that meets the requirements of the bylaws of our trust fund. We provide aid to men and women in training for the catholic archdiocese of denv

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$817,407$854,405▲ $36,998
Investments in Publicly Traded Securities$810,147$849,687▲ $39,540
Cash and Non-Interest-Bearing Accounts$7,260$4,718▼ $2,542
Total Assets$817,407$854,405▲ $36,998
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$817,407$854,405▲ $36,998
Total Liabilities and Net Assets / Fund Balance$817,407$854,405▲ $36,998
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Paul BergmanChairman
Ben CabosVice Chair
Bill EganBoard Member
Carol CaughlanBoard Member
Dale KaiserBoard Member
Deb CableBoard Member
Dick VossBoard Member
Dixie SchulteBoard Member
Jan LandersBoard Member
Jerry NixBoard Member
Jim HilgerBoard Member
Mary McmanusBoard Member
Nancy AkersBoard Member
Nancy BoyceBoard Member
Paul BoucherBoard Member
Rev Jason WallaceBoard Member
Rita RobertsBoard Member
Robert BuckBoard Member
Stan PetersonBoard Member
Renee LawSecretary
Gregory BreenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,650
Program Service Revenue
$0
Investment Income
$50,242
Other Revenue
$8,694
All Other Contributions
$2,564
Change in Net Assets
$-13,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$78,643
Other Expenses$369
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$78,643--$78,643
Fees for Services Accounting$350--$350
Conferences and Meetings$19--$19
Total Functional Expenses$79,012$0$0$79,012
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,537
Fundraising Direct Expenses$14,843
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Serra Salute$27,623$23,537-$23,537
Total Events$27,623$23,537$14,843$8,694
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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

Part VI, Section B, Line 11B

“Form 990 is prepared and signed by the treasurer and reviewed by the president.”

Part VI, Section C, Line 19

“The serra trust fund for vocations does not have a conflict of interest policy. Governing documents are available by request from the treasurer. Financial statements and tax returns are available on the website guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Serra Trust Fund for Vocations
EIN
74-6335799
Phone
3034244008
Address
7282 QUEEN ST, Arvada, CO 80005

Signing Officer

Name
Gregory Breen
Title
Treasurer
Phone
3034244008
Signed
2025-10-25
Discuss with paid preparer
No

Organization Details

Principal Officer
Gregory Breen
Formed
1986
Legal Domicile
Co
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
21

Preparer

Firm
Hrb Tax Group Inc
Address
CHC PILOT 2 WFA, KANSAS CITY, MO 64105
Phone
8004725625
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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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IRS990/MissionDesc0ENCOURAGE AND FOSTER RELIGIOUS VOCATIONS BY PROVIDING AID THAT MEETS THE REQUIREMENTS OF THE BYLAWS OF OUR TRUST FUND. WE PROVIDE AID TO MEN AND WOMEN IN TRAINING FOR THE CATHOLIC ARCHDIOCESE OF DENVER
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0The Serra Trust fund for Vocations received 10% of its funding from contributions and donations over the last five years, AS OF 2024. Contributions are solicited from 17 parishes in the Archdiocese of Denver annually. Grants are given to seminarians in TWO different seminaries. In addition, the Serra Trust Fund for Vocations gives grants to FOCUS, which supports Catholic Campus ministries on numerous college campuses, and Totus Tuus, which supports formation and religions education for youth at many parishes in the Archdiocese of Denver. SINCE THE COVID PANDEMIC, CONTRIBUTIONS HAVE NOT RECOVERED TO PRE-PANDEMIC LEVELS BECAUSE IN-PERSON ATTENDANCE AT SERVICES IS STILL DOWN. The endowment which generates the interest and dividend income is the result of small contributions from many individuals since 1986. The Serra Trust Fund for Vocations actively solicits donations from its 17 member parishes, and sponsors an annual fundraising event that honors a religious person.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Serra Trust fund for Vocations received 10% of its funding from contributions and donations over the last five years, AS OF 2024. Contributions are solicited from 17 parishes in the Archdiocese of Denver annually. Grants are given to seminarians in TWO different seminaries. In addition, the Serra Trust Fund for Vocations gives grants to FOCUS, which supports Catholic Campus ministries on numerous college campuses, and Totus Tuus, which supports formation and religions education for youth at many parishes in the Archdiocese of Denver. SINCE THE COVID PANDEMIC, CONTRIBUTIONS HAVE NOT RECOVERED TO PRE-PANDEMIC LEVELS BECAUSE IN-PERSON ATTENDANCE AT SERVICES IS STILL DOWN. The endowment which generates the interest and dividend income is the result of small contributions from many individuals since 1986. The Serra Trust Fund for Vocations actively solicits donations from its 17 member parishes, and sponsors an annual fundraising event that honors a religious person.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 17A: ADDITIONAL FACTS AND CIRCUMSTANCES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED AND SIGNED BY THE TREASURER AND REVIEWED BY THE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SERRA TRUST FUND FOR VOCATIONS DOES NOT HAVE A CONFLICT OF INTEREST POLICY. GOVERNING DOCUMENTS ARE AVAILABLE BY REQUEST FROM THE TREASURER. FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE ON THE WEBSITE GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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