Civic Intelligence

Serve Source

990EZ • Fiscal year 2023 • EIN 88-2247924

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

1405 Oakridge DriveRound Rock, TX 78681

(512) 744-8402

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$23,790

Up $3,443 (+17%) from 2022

Net Assets

Up

$23,790

Up $3,548 (+18%) from 2022

Liabilities

Down

$0

Down $105 (-100%) from 2022

Revenue And Expenses

Revenue

Up

$51,325

Up $20,325 (+66%) from 2022

Expenses

Up

$47,777

Up $37,019 (+344%) from 2022

Net Income

Down

$3,548

Down $16,694 (-82%) from 2022

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 2023: $23,790Liabilities 2023: $0Net Assets 2023: $23,7902023Assets 2024: $50,225Liabilities 2024: $0Net Assets 2024: $50,2252024

Highlighted filing

2023

Assets$23,790
Liabilities$0
Net Assets$23,790

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 2023: $51,325Expenses 2023: $47,777Net Income 2023: $3,5482023Revenue 2024: $337,043Expenses 2024: $310,608Net Income 2024: $26,4352024

Highlighted filing

2023

Revenue$51,325
Expenses$47,777
Net Income$3,548
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$51,325
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 DirectoPT$32,000-$32,000
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
2024-05-14
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: 2,152. Description: software & apps. Amount: 2,174. Description: event expenses. Amount: 258. Description: travel expenses. Amount: 2,583. Description: office supplies. Amount: 2,137. Description: supplies and materials. Amount: 1,536. Description: payroll taxes. Amount: 2,490. Description: payroll service fees. Amount: 233. Description: business networking events. Amount: 1,068. Description: membership & subscriptions. Amount: 495. Description: other misc business expenses. Amount: 651. Total to form 990-ez, line 16: 15,777.

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

Description: intangible asset- patent trademark. Beg. Of year amount: 700. End of year amount: 700. Description: advances. Beg. Of year amount: 0. End of year amount: 6,586.

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

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

Raw XML Appendix167 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DERICK ZWERNEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS BOYL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TERRY CAROL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOE CARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DENNIS HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/BOARD OF DIRECTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD OF DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD OF DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD OF DIRECTORS
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt07286
IRS990EZ/OtherChangesInNetAssetsAmt00
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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
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt032000
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SERVESOURCE.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt051325
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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: 2,152. DESCRIPTION: SOFTWARE & APPS. AMOUNT: 2,174. DESCRIPTION: EVENT EXPENSES. AMOUNT: 258. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 2,583. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 2,137. DESCRIPTION: SUPPLIES AND MATERIALS. AMOUNT: 1,536. DESCRIPTION: PAYROLL TAXES. AMOUNT: 2,490. DESCRIPTION: PAYROLL SERVICE FEES. AMOUNT: 233. DESCRIPTION: BUSINESS NETWORKING EVENTS. AMOUNT: 1,068. DESCRIPTION: MEMBERSHIP & SUBSCRIPTIONS. AMOUNT: 495. DESCRIPTION: OTHER MISC BUSINESS EXPENSES. AMOUNT: 651. TOTAL TO FORM 990-EZ, LINE 16: 15,777.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INTANGIBLE ASSET- PATENT TRADEMARK. BEG. OF YEAR AMOUNT: 700. END OF YEAR AMOUNT: 700. DESCRIPTION: ADVANCES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,586.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PAYABLE REIMBURSEMENT. BEG. OF YEAR AMOUNT: 105. END OF YEAR AMOUNT: 0.
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/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DERICK ZWERNEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05127448402
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
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/ReturnTs02024-05-15T09:38:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DERICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZWERNEMAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings