Civic Intelligence

Serverie

990 • Fiscal year 2019 • EIN 82-0819172

Sep 01, 2018 to Aug 31, 2019 • Filed on Feb 27, 2020

231 Parade StreetErie, PA 16507

(814) 636-5286

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

87th percentile

62%

Faster asset growth than 87% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

43rd percentile

-2.9%

Faster revenue growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$220,002

Up $84,502 (+62%) from 2018

Net Assets

Up

$220,002

Up $84,502 (+62%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$335,364

Down $9,950 (-2.9%) from 2018

Expenses

Down

$250,862

Down $96,956 (-28%) from 2018

Net Income

Up

$84,502

Up $87,006 (+3475%) from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2017: $138,004Liabilities 2017: $0Net Assets 2017: $138,0042017Assets 2018: $135,500Liabilities 2018: $0Net Assets 2018: $135,5002018Assets 2019: $220,002Liabilities 2019: $0Net Assets 2019: $220,0022019Assets 2020: $208,177Liabilities 2020: $0Net Assets 2020: $208,1772020Assets 2021: $297,792Liabilities 2021: $58,261Net Assets 2021: $239,5312021Assets 2022: $274,895Liabilities 2022: $50,139Net Assets 2022: $224,7562022Assets 2023: $196,356Liabilities 2023: $28,383Net Assets 2023: $167,9732023Assets 2024: $125,980Liabilities 2024: $38,223Net Assets 2024: $87,7572024

Highlighted filing

2019

Assets$220,002
Liabilities$0
Net Assets$220,002

Operations Trend

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

$400K$200K$0-$200KRevenue 2017: $234,305Expenses 2017: $96,301Net Income 2017: $138,0042017Revenue 2018: $345,314Expenses 2018: $347,818Net Income 2018: -$2,5042018Revenue 2019: $335,364Expenses 2019: $250,862Net Income 2019: $84,5022019Revenue 2020: $339,011Expenses 2020: $372,011Net Income 2020: -$33,0002020Revenue 2021: $281,346Expenses 2021: $276,293Net Income 2021: $5,0532021Revenue 2022: $164,409Expenses 2022: $179,184Net Income 2022: -$14,7752022Revenue 2023: $153,138Expenses 2023: $209,921Net Income 2023: -$56,7832023Revenue 2024: $151,244Expenses 2024: $172,583Net Income 2024: -$21,3392024

Highlighted filing

2019

Revenue$335,364
Expenses$250,862
Net Income$84,502
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Feb 27, 2020
Return Version
2018v3.1
Gross Receipts
$354,995
Mission and Program Overview

Mission

Our desire is to connect willing volunteers with specific neighborhoods and organizations who are poised to serve those in need in our city. We mobilize and equip volunteers to meet pressing needs in our community.

Serverie restores communities by connecting people in need to resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$130,085$184,268▲ $54,183
Savings and Temporary Cash Investments-$30,973-
Land, Buildings, and Equipment, Net$5,415$4,761▼ $654
Total Assets$135,500$220,002▲ $84,502
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$78,193$135,071▲ $56,878
Unrestricted Net Assets$57,307$84,931▲ $27,624
Total Net Assets Fund Balance$135,500$220,002▲ $84,502
Total Liabilities and Net Assets / Fund Balance$135,500$220,002▲ $84,502

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,511$3,510$7,021
Land$1,250-$1,250
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Marcus AtkinsonDirector of ServerieFT$56,403$56,403

Board Members and Trustees

NameTitle
Aaron LundbergChairman of the Board
Lisa HolmanVice Chairman
Loretta NelsonSecretary
Cody CookTreasurer
Aurora HardinVoting Member
Bishop Curtis Jones SrVoting Member
Cleat CollinsVoting Member
Clint MessengerVoting Member
Fred WilliamsVoting Member
Kathy LoveVoting Member
Tony GingrichVoting Member
Revenue and Support

Revenue Composition

Contributions and Grants
$354,995
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-19,631
All Other Contributions
$282,941
Change in Net Assets
$84,502

Audited Revenue Reconciliation

Revenue per Audited Statements
$354,995
Revenue Not Reported on Financial Statements
$-19,631
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-19,631
Total Revenue per Audited Statements
$354,995
Total Revenue per Form 990
$335,364
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$250,862
Total Fundraising Expense$52,618
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$47,164$17,189$39,461$103,814
Occupancy$4,828$2,527$4,039$11,394
Office Expenses$4,672$2,446$3,908$11,026
Conferences and Meetings$1,752$916$1,466$4,134
Insurance-$3,889-$3,889
Advertising$1,278$669$1,069$3,016
Information Technology$1,202$629$1,006$2,837
All Other Expenses$1,144$599$958$2,701
Other Expenses$2,456--$2,456
Fees for Services Legal-$2,403-$2,403
Depreciation Depletion$595$311$498$1,404
Travel$254$133$213$600
Total Functional Expenses$166,533$31,711$52,618$250,862

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$270,493
Expenses per Audited Statements$250,862
Total Expenses per Form 990$250,862
Expenses Not Reported on Form 990$19,631
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$19,631
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Soiree Events$20,680-$5,716-
Convoy of Hope$5,837-$12,750-
Total Events$26,517-$18,466$-18,466
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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 VI, Section B, Line 11B

The form 990 is reviewed by accounting personnel. Once reviewed by accounting personnel, the form 990 is provided to the board of directors for review before it is submitted to the irs.

Form 990, Part VI, Section C, Line 19

Governing documents, policies and financial statements are provided upon request.

Filing and Contact Details

Filer

Filer Name
Serverie
EIN
82-0819172
Phone
8146365286
Address
231 PARADE STREET, ERIE, PA 16507

Signing Officer

Name
Aaron Lundberg
Title
Board Chairman
Phone
8147904973
Signed
2020-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aaron Lundberg
Formed
2017
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
2,131

Preparer

Firm
MAHER DUESSEL CPA'S
Address
503 MARTINDALE STREET SUITE 600, PITTSBURGH, PA 15212
Preparer
Michelle L Bryan
Phone
4124715500
Supplemental Narrative

Additional Explanations

Part XII Line 1

The organization has not changed its accounting method from the prior year.

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Fundraising expenses -19,631.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 19,631.

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IRS990/Desc0SCHOOL INITIATIVE 2019 SUMMER PROJECT, RENOVATIONS TO JOANNA CONNELL SCHOOL. 5420 VOLUNTEER HOURS PROVIDED IN 2019. 4TH YEAR OF OUR 4 YEAR COMMITMENT TO THE ERIE SCHOOL DISTRICT. NO FUTURE PLANNING.WORKFORCE DEVELOPMENT TRAINING AND STIPEND FOR UP TO 4 INDIVIDUALS TO CREATE MARKETABLE CONSTRUCTION SKILLS. NO FUTURE PLANNINGSERVERIE SATURDAYS QUARTERLY PROJECT, CONNECTING VOLUNTEERS TO COMMUNITY ORGANIZATIONS SERVING OUR IMPOVERISHED NEIGHBORHOODS. 2880 VOLUNTEER HOURS PROVIDED IN 2019. IN EXISTENCE.SERVERIE TOOL BANK LOANING TOOLS AND EQUIPMENT TO GROUPS AND ORGANIZATIONS IN OUR TARGET NEIGHBORHOOD IN ORDER TO ENCOURAGE RENOVATIONS AND REPAIRS. IN EXISTENCE.NEIGHBORHOOD RENEWAL PROJECTS DESIGNED TO RENEW, RENOVATE AND RE-ENERGIZE BOTH PEOPLE AND HOUSING IN OUR TARGET NEIGHBORHOOD. IN EXISTENCE.SUMMER PROJECT 2020 SPECIAL SUMMER PROJECT WILL BE DESIGNED TO RENEW, RENOVATE AND RE- ENERGIZE OUR TARGET NEIGHBORHOOD. PLANNED.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VOTING MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VOTING MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt8VOTING MEMBER
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IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2504
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0347818
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0345314
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt084502
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt040000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030973
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING - 2017 AMOUNT: $ 20,156. 2018 AMOUNT: $ 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0354995
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0359281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0234305
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0948581
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt020156
IRS990ScheduleA/OtherIncome170Grp/TotalAmt020156
IRS990ScheduleA/PublicSupportTotal170Amt0895618
IRS990ScheduleA/SubstantialContributorsTotAmt052963
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0354995
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0359281
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0234305
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0948581
IRS990ScheduleA/TotalSupportAmt0968737
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt03511
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03510
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07021
IRS990ScheduleD/ExpensesNotReportedAmt019631
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0250862
IRS990ScheduleD/LandGrp/BookValueAmt01250
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01250
IRS990ScheduleD/OtherExpensesIncludedAmt019631
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-19631
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-19631
IRS990ScheduleD/RevenueSubtotalAmt0354995
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES -19,631.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 19,631.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04761
IRS990ScheduleD/TotalExpensesPerForm990Amt0250862
IRS990ScheduleD/TotalRevenuePerForm990Amt0335364
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0354995
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0270493
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt026517
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020680
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt05837
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018466
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SOIREE EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CONVOY OF HOPE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020680
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026517
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-18466
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018466
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05716
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012750
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY ACCOUNTING PERSONNEL. ONCE REVIEWED BY ACCOUNTING PERSONNEL, THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS NOT CHANGED ITS ACCOUNTING METHOD FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII LINE 1
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0GRACE BAPTIST CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0251451702
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07300 GRUBB ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MCKEAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd016426
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt040000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1115397
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH RECEIVED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1REIMBURSEMENT OF EXPENSES PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0GRACE CHURCH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1GRACE CHURCH
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00

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