Civic Intelligence

Servate Foundation

990PF • Fiscal year 2023 • EIN 81-4670757

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

90th percentile

58%

Higher net margin than 90% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

63rd percentile

7.1%

Faster asset growth than 63% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-56%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,180,549

Up $77,820 (+7.1%) from 2022

Net Assets

Up

$1,180,549

Up $77,820 (+7.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin90th percentile

Revenue

Down

$135,188

Down $170,243 (-56%) from 2022

Expenses

Up

$57,368

Up $27,855 (+94%) from 2022

Net Income

Down

$77,820

Down $198,098 (-72%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$1.5M$1.0M$500K$0Assets 2017: $76,698Liabilities 2017: $0Net Assets 2017: $76,6982017Assets 2018: $147,116Liabilities 2018: $0Net Assets 2018: $147,1162018Assets 2019: $342,561Liabilities 2019: $0Net Assets 2019: $342,5612019Assets 2020: $591,412Liabilities 2020: $0Net Assets 2020: $591,4122020Assets 2021: $826,811Liabilities 2021: $0Net Assets 2021: $826,8112021Assets 2022: $1,102,729Liabilities 2022: $0Net Assets 2022: $1,102,7292022Assets 2023: $1,180,549Liabilities 2023: $0Net Assets 2023: $1,180,5492023Assets 2024: $1,313,573Liabilities 2024: $0Net Assets 2024: $1,313,5732024

Highlighted filing

2023

Assets$1,180,549
Liabilities$0
Net Assets$1,180,549
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2017: $9Expenses 2017: $9,311Net Income 2017: -$9,3022017Revenue 2018: $75,003Expenses 2018: $4,585Net Income 2018: $70,4182018Revenue 2019: $200,005Expenses 2019: $4,560Net Income 2019: $195,4452019Revenue 2020: $250,001Expenses 2020: $1,150Net Income 2020: $248,8512020Revenue 2021: $250,007Expenses 2021: $14,608Net Income 2021: $235,3992021Revenue 2022: $305,431Expenses 2022: $29,513Net Income 2022: $275,9182022Revenue 2023: $135,188Expenses 2023: $57,368Net Income 2023: $77,8202023Revenue 2024: $200,197Expenses 2024: $67,173Net Income 2024: $133,0242024

Highlighted filing

2023

Revenue$135,188
Expenses$57,368
Net Income$77,820
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer Gillian VanceDir, VP-$0--
Ronald J Vance JrDir, Pres, Sec, Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCATHOLIC DIOCESE OF ARLINGTONBishop's Lenten AppealPCARLINGTON, VA, US$36,000
Filing and Contact Details

Filer

Filer Name
Servate Foundation
EIN
81-4670757
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Ronald J Vance Jr
Title
President
Phone
8008391754
Signed
2024-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix316 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jennifer Gillian Vance
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Ronald J Vance Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir, Pres, Sec, Treas
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Ronald J Vance Jr
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CATHOLIC DIOCESE OF ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 N GLEBE ROAD SUITE 205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04493
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt042242
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt056278
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046735
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt051785
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt042242
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Ronald J Vance Jr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt010201 Browns Mill Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Vienna
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022182
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010710
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt093
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010710
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt193
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010440
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010440
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Extension for 2022
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD J VANCE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Servate Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SERV
ReturnHeader/Filer/EIN0814670757
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02024-05-09T16:32:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONALD J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VANCE JR
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,180,549
Liabilities
$0
Net assets
$1,180,549
Revenue
$135,188
Expenses
$57,368
Net income
$77,820
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.20$0.07$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.14$0.06$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.31$0.03$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.25$0.01$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.25$0.00$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.20$0.00$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.08$0.00$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.00$0.01$0.01