Civic Intelligence

Serra Foundation

990PF • Fiscal year 2023 • EIN 92-0876450

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 11, 2024

Organization Profile
2345 Crest Road SouthBirmingham, AL 35223

(205) 836-6775

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

24th percentile

0.00x

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

2023 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2023

Net Margin

94th percentile

98%

Higher net margin than 94% of similar nonprofits.

2023 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2023 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2023

Asset Growth

97th percentile

761%

Faster asset growth than 97% of similar nonprofits.

2023 filings • NTEE P20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

675%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • NTEE P20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$2,756,671

Up $2,436,658 (+761%) from 2022

Net Assets

Up

$2,756,671

Up $2,436,658 (+761%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin94th percentile

Revenue

Up

$2,479,458

Up $2,159,445 (+675%) from 2022

Expenses

Up

$42,800

Up $42,800 from 2022

Net Income

Up

$2,436,658

Up $2,116,645 (+661%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$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

2023

Assets$2,756,671
Liabilities$0
Net Assets$2,756,671
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$2,479,458
Expenses$42,800
Net Income$2,436,658
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 11, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay47th 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
2024-06-11
Discuss with paid preparer
Yes

Preparer

Firm
Horton Lee Burnett Et Al Pc
Address
3800 COLONNADE PKWY SUITE 500, BIRMINGHAM, AL 35243
Preparer
Lee Benson
Phone
2059679744
Raw XML Appendix306 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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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ANTHONY SERRA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02345 CREST ROAD SOUTH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BIRMINGHAM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd035223
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02434023
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0US TREASURY BILL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DDM REICH &TANG FDIC FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2CADENCE TRUST VARIABLE RATE MMA
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01733750
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1772807
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01733750
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1772807
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2250000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MIS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17227
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt023
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17227
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2550
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ANTHONY SERRA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02345 CREST ROAD SOUTH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BIRMINGHAM
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0AL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd035223
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY SERRA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02058366775
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-11
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/PreparerFirmEIN0631034180
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HORTON LEE BURNETT ET AL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03800 COLONNADE PKWY SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02059679744
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE BENSON
ReturnHeader/ReturnTs02024-06-14T12:05:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANTHONY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SERRA
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
$2,756,671
Liabilities
$0
Net assets
$2,756,671
Revenue
$2,479,458
Expenses
$42,800
Net income
$2,436,658
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