Form 990 for tax year 2024
Filed by SERRA INTERNATIONAL FOUNDATION.
Totals
- Total revenue
- $600,038
- Total expenses
- $347,073
- Contributions and grants received
- $383,478
- Grants paid
- $73,000
- Program service revenue
- $0
- Investment income
- $216,560
- Other revenue
- $0
- Total assets, end of year
- $3,248,993
- Total liabilities, end of year
- $8,346
- Net assets or fund balances, end of year
- $3,240,647
- Program services expenses (Part IX)
- $219,228
- Management and general expenses
- $68,811
- Fundraising expenses
- $59,034
- Program service expenses (Part III)
- $219,228
Program services were 63.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$383,478
-
3 · Investment income
total $76,163 · excluded $76,163
-
7a · Gross sales of assets other than inventory
securities $140,397
-
7c · Gain or loss
securities $140,397
-
7d · Net gain or loss
total $140,397 · excluded $140,397
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $50,000 · program services $50,000
-
3 · Grants to foreign organizations and individuals
total $23,000 · program services $23,000
-
11a · Fees: management
total $43,800 · program services $16,804 · management and general $10,483 · fundraising $16,513
-
11c · Fees: accounting
total $13,466 · management and general $13,466
-
11f · Fees: investment management
total $25,439 · management and general $25,439
-
11g · Fees: other
total $7,500 · fundraising $7,500
-
14 · Information technology
total $11,842 · program services $4,543 · management and general $2,834 · fundraising $4,465
-
17 · Travel
total $831 · fundraising $831
-
22 · Depreciation, depletion and amortization
total $203 · program services $96 · management and general $12 · fundraising $95
-
23 · Insurance
total $4,278 · management and general $4,278
-
24a · Other expenses: DONATIONS
total $102,379 · program services $102,379
-
24b · Other expenses: MARKETING & COMMUNICATION
total $31,277 · program services $22,387 · management and general $5,441 · fundraising $3,449
-
24c · Other expenses: ANNUAL FUND DRIVE
total $26,162 · fundraising $26,162
-
24d · Other expenses: MISCELLANEOUS
total $6,846 · management and general $6,846
-
24e · All other expenses
total $50 · program services $19 · management and general $12 · fundraising $19
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $259,816 · end of year $212,202
-
2 · Savings and temporary cash investments
beginning of year $1,503 · end of year $80,884
-
4 · Accounts receivable
beginning of year $3,524 · end of year $4,643
-
9 · Prepaid expenses and deferred charges
beginning of year $1,748 · end of year $581
-
10c · Land, buildings and equipment, net
beginning of year $202
-
11 · Investments: publicly traded securities
beginning of year $2,589,907 · end of year $2,950,683
-
17 · Accounts payable and accrued expenses
beginning of year $38,373 · end of year $8,346
-
27 · Net assets without donor restrictions
beginning of year $2,783,923 · end of year $3,113,691
-
28 · Net assets with donor restrictions
beginning of year $34,404 · end of year $126,956
Mission and programs · 2024
Mission
TO FUND PROGRAMS THAT FOSTER AND PROMOTE VOCATIONS TO THE MINISTERIAL PRIESTHOOD OF THE CATHOLIC CHURCH AS A PARTICULAR VOCATION TO SERVICE; TO FUND PROGRAMS OF FORMATION FOR MEN AND WOMEN IN CONSECRATED RELIGIOUS LIFE IN THE CATHOLIC CHURCH; AND TO ENHANCE RECOGNITION OF SERRA INTERNATIONAL AS THE GLOBAL LAY APOSTOLATE FOR VOCATIONS IN THE CATHOLIC CHURCH.
-
FUND PROGRAMS THAT FOSTER AND PROMOTE VOCATIONS TO THE MINISTERIAL PRIESTHOOD OF THE CATHOLIC CHURCH AS A PARTICULAR VOCATION TO SERVICE; TO FUND PROGRAMS OF FORMATION FOR MEN AND WOMEN IN CONSECRATED RELIGIOUS LIFE IN THE CATHOLIC CHURCH; AND TO ENHANCE RECOGNITION OF SERRA INTERNATIONAL AS THE GLOBAL LAY APOSTOLATE FOR VOCATIONS IN THE CATHOLIC CHURCH.
Expenses $219,228 · Grants $73,000
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
CECILIA ADKINDALE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
CYNTHIA BELL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
MICHAEL BRAGG
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
ALEX DUNCAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DAN GRADY
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
BERTHA ACUNA HALLATT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DAN JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
TIMOTHY O'NEILL
PAST PRESIDE
- Total calculated
- $0
- Hours/week
- 5
-
ROBERT RUDMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JUDY SCHUMAKER
PAST PRESIDE
- Total calculated
- $0
- Hours/week
- 5
-
RENEE UNDERWOOD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
VOCATION SUPPORT
-
INSTITUTE FOR PRIESTLY FORMATION
$10,000
VOCATION SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.0
- Source object
- 202533219349317278
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