Civic Intelligence

Serra Foundation

EIN 92-0876450 • Birmingham, AL

NTEE P20
2345 Crest Road SouthBirmingham, AL 35223
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-44%

Higher net margin than 12% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

29th percentile

-2.6%

Faster asset growth than 29% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,683,677

Down $72,994 (-2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,683,677

Down $72,994 (-2.6%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin12th percentile

Revenue

Down

$166,108

Down $2,313,350 (-93%) from 2023

Expenses

Up

$239,102

Up $196,302 (+459%) from 2023

Net Income

Down

-$72,994

Down $2,509,652 (-103%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$3.0M$2.0M$1.0M$0Assets 2022: $320,013Liabilities 2022: $0Net Assets 2022: $320,0132022Assets 2023: $2,756,671Liabilities 2023: $0Net Assets 2023: $2,756,6712023Assets 2024: $2,683,677Liabilities 2024: $0Net Assets 2024: $2,683,6772024

Highlighted filing

2024

Assets$2,683,677
Liabilities$0
Net Assets$2,683,677
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2022: $320,013Expenses 2022: $0Net Income 2022: $320,0132022Revenue 2023: $2,479,458Expenses 2023: $42,800Net Income 2023: $2,436,6582023Revenue 2024: $166,108Expenses 2024: $239,102Net Income 2024: -$72,9942024

Highlighted filing

2024

Revenue$166,108
Expenses$239,102
Net Income-$72,994
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,683,677
Liabilities
$0
Net assets
$2,683,677
Revenue
$166,108
Expenses
$239,102
Net income
-$72,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.17$0.24$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$2.48$0.04$2.44
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.32$0.00$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY F SERRAPresident/Director-$0--
MARGARET SERRAVice President/Director-$0--
KRISTINA SERRASecretary/Director-$0--
Filing and Contact Details

Filer

Filer Name
Serra Foundation
EIN
92-0876450
Phone
2058366775
Address
2345 CREST ROAD SOUTH, BIRMINGHAM, AL 35223

Signing Officer

Name
Anthony Serra
Title
President/director
Phone
2058366775
Signed
2025-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Smith & Howard Advisory LLC
Address
3800 COLONNADE PKWY STE 500, BIRMINGHAM, AL 35243
Preparer
Lee Benson
Phone
2059679744
Raw XML Appendix281 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/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt035115
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035115
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt052087
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01733750
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1772807
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0US TREASURY BILL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DDM REICH &TANG FDIC FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2CADENCE TRUST VARIABLE RATE MMA
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt12433563
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt12433563
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2250000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014102
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014102
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY SERRA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02058366775
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERRA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SERR
ReturnHeader/Filer/EIN0920876450
ReturnHeader/Filer/PhoneNum02058366775
ReturnHeader/Filer/USAddress/AddressLine1Txt02345 CREST ROAD SOUTH
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035223
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920749631
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH & HOWARD ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03800 COLONNADE PKWY STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02059679744
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE BENSON
ReturnHeader/ReturnTs02025-09-15T12:40:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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