Civic Intelligence

Serve Source

990EZ • Fiscal year 2022 • EIN 88-2247924

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

1405 Oakridge DriveRound Rock, TX 78681

(512) 744-8402

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Assets

$20,347

No earlier filing loaded for comparison.

Net Assets

$20,242

No earlier filing loaded for comparison.

Liabilities

$105

No earlier filing loaded for comparison.

Revenue

$31,000

No earlier filing loaded for comparison.

Expenses

$10,758

No earlier filing loaded for comparison.

Net Income

$20,242

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2022: $20,347Liabilities 2022: $105Net Assets 2022: $20,2422022Assets 2024: $50,225Liabilities 2024: $0Net Assets 2024: $50,2252024

Highlighted filing

2022

Assets$20,347
Liabilities$105
Net Assets$20,242

Operations Trend

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

$400K$300K$200K$100K$0Revenue 2022: $31,000Expenses 2022: $10,758Net Income 2022: $20,2422022Revenue 2024: $337,043Expenses 2024: $310,608Net Income 2024: $26,4352024

Highlighted filing

2022

Revenue$31,000
Expenses$10,758
Net Income$20,242
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$31,000
Mission and Program Overview

Mission

Corporation operates exclusively for religious,charitable and educational purposes to build strategic connections and to foster and develop collaboration amoung community leaders, in order to help communities, prepare for, respond to, and recover from major disasters.

Program Services

DescriptionGrantsExpenses
CORPORATION OPERATES EXCLUSIVELY FOR RELIGIOUS,CHARITABLE AND EDUCATIONAL PURPOSES TO BUILD STRATEGIC CONNECTIONS AND TO FOSTER AND DEVELOP COLLABORATION AMOUNG COMMUNITY LEADERS, IN ORDER TO HELP COMMUNITIES, PREPARE FOR, RESPOND TO, AND RECOVER FROM MAJOR DISASTERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DERICK ZWERNEMANPresident/Board Of DirectorsPT$0--
CHRIS BOYLSecretary/Treasurer-$0--
TEANA ROSSBoard Of Directors-$0--
TERRY CAROLBoard Of Directors-$0--
JAMES DAVISBoard Of Directors-$0--
JOE CARSONAdvisory-$0--
DENNIS HARRISAdvisory-$0--
Filing and Contact Details

Filer

Filer Name
Serve Source
EIN
88-2247924
Phone
5127448402
Address
1405 OAKRIDGE DRIVE, ROUND ROCK, TX 78681

Signing Officer

Name
Derick Zwerneman
Title
President
Phone
5127448402
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
James E Roberson & Company Pc
Address
9111 JOLLYVILLE ROAD SUITE 109, AUSTIN, TX 78759
Preparer
James E Roberson CPA
Phone
5127958080
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: advertising & marketing. Amount: 432. Description: equipment <$2,500. Amount: 1,728. Description: software & apps. Amount: 885. Description: registration fees - federal and state. Amount: 625. Description: event expenses. Amount: 3,481. Description: travel expenses. Amount: 1,361. Description: office supplies. Amount: 46. Description: miscellaneous service cost. Amount: 2,000. Total to form 990-ez, line 16: 10,558.

Form 990-ez, Part II, Line 24 - Other Assets

Description: intangible asset- patent trademark. Beg. Of year amount: 0. End of year amount: 700.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: payable reimbursement. Beg. Of year amount: 0. End of year amount: 105.

Raw XML Appendix168 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DERICK ZWERNENAM
IRS990EZ/BooksInCareOfDetail/PhoneNum05127448402
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01405 OAKRIDGE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROUND ROCK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078681
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019647
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt031000
IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt031000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020242
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DERICK ZWERNEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS BOYL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TEANA ROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TERRY CAROL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOE CARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DENNIS HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/BOARD OF DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD OF DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD OF DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD OF DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ADVISORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ADVISORY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0700
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt010558
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CORPORATION OPERATES EXCLUSIVELY FOR RELIGIOUS,CHARITABLE AND EDUCATIONAL PURPOSES TO BUILD STRATEGIC CONNECTIONS AND TO FOSTER AND DEVELOP COLLABORATION AMOUNG COMMUNITY LEADERS, IN ORDER TO HELP COMMUNITIES, PREPARE FOR, RESPOND TO, AND RECOVER FROM MAJOR DISASTERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CORPORATION OPERATES EXCLUSIVELY FOR RELIGIOUS,CHARITABLE AND EDUCATIONAL PURPOSES TO BUILD STRATEGIC CONNECTIONS AND TO FOSTER AND DEVELOP COLLABORATION AMOUNG COMMUNITY LEADERS, IN ORDER TO HELP COMMUNITIES, PREPARE FOR, RESPOND TO, AND RECOVER FROM MAJOR DISASTERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0105
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010758
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt031000
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SERVESOURCE.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INITIAL TAX RETURN FOR TAX YEAR 2022. SERVE SOURCE WAS FORMED 5/11/2022 AND RECEIVED TAX-EXEMPTED STATUS FROM IRS ON 6/16/2022.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SHORT YEAR EXPLANATION:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt031000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt031000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt031000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt031000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt031000
IRS990ScheduleA/TotalSupportAmt031000
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADVERTISING & MARKETING. AMOUNT: 432. DESCRIPTION: EQUIPMENT <$2,500. AMOUNT: 1,728. DESCRIPTION: SOFTWARE & APPS. AMOUNT: 885. DESCRIPTION: REGISTRATION FEES - FEDERAL AND STATE. AMOUNT: 625. DESCRIPTION: EVENT EXPENSES. AMOUNT: 3,481. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 1,361. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 46. DESCRIPTION: MISCELLANEOUS SERVICE COST. AMOUNT: 2,000. TOTAL TO FORM 990-EZ, LINE 16: 10,558.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INTANGIBLE ASSET- PATENT TRADEMARK. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PAYABLE REIMBURSEMENT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 105.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DERICK ZWERNEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05127448402
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERVE SOURCE
ReturnHeader/Filer/BusinessNameControlTxt0SERV
ReturnHeader/Filer/EIN0882247924
ReturnHeader/Filer/PhoneNum05127448402
ReturnHeader/Filer/USAddress/AddressLine1Txt01405 OAKRIDGE DRIVE
ReturnHeader/Filer/USAddress/CityNm0ROUND ROCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078681
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742382941
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES E ROBERSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09111 JOLLYVILLE ROAD SUITE 109
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078759
ReturnHeader/PreparerPersonGrp/PhoneNum05127958080
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E ROBERSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-15T13:47:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DERICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZWERNEMAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits