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Nonprofiteer
← SERRA INTERNATIONAL FOUNDATION

Form 990 for tax year 2022

Filed by SERRA INTERNATIONAL FOUNDATION.

Totals

Total revenue
$200,207
Total expenses
$246,049
Contributions and grants received
$177,261
Grants paid
$91,300
Program service revenue
$0
Investment income
$22,946
Other revenue
$0
Total assets, end of year
$2,369,429
Total liabilities, end of year
$17,270
Net assets or fund balances, end of year
$2,352,159
Program services expenses (Part IX)
$135,963
Management and general expenses
$60,237
Fundraising expenses
$49,849
Program service expenses (Part III)
$135,963

Program services were 55.3% 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

    $177,261

  • 3 · Investment income

    total $41,805 · excluded $41,805

  • 7b · Less cost or other basis and sales expenses

    securities $18,859

  • 7c · Gain or loss

    securities -$18,859

  • 7d · Net gain or loss

    total -$18,859 · excluded -$18,859

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $67,000 · program services $67,000

  • 3 · Grants to foreign organizations and individuals

    total $24,300 · program services $24,300

  • 7 · Other salaries and wages

    total $5,000 · program services $500 · management and general $500 · fundraising $4,000

  • 10 · Payroll taxes

    total $578 · program services $58 · management and general $58 · fundraising $462

  • 11a · Fees: management

    total $50,000 · program services $27,424 · management and general $12,197 · fundraising $10,379

  • 11c · Fees: accounting

    total $11,353 · management and general $11,353

  • 11f · Fees: investment management

    total $22,305 · management and general $22,305

  • 11g · Fees: other

    total $11,666 · fundraising $11,666

  • 13 · Office expenses

    total $10,995 · program services $10,858 · management and general $137

  • 14 · Information technology

    total $20 · management and general $20

  • 17 · Travel

    total $838 · management and general $838

  • 22 · Depreciation, depletion and amortization

    total $3,632 · program services $1,992 · management and general $886 · fundraising $754

  • 23 · Insurance

    total $6,990 · management and general $6,990

  • 24a · Other expenses: ANNUAL FUND DRIVE

    total $19,438 · fundraising $19,438

  • 24b · Other expenses: MARKETING & COMMUNICATION

    total $6,396 · program services $2,944 · management and general $302 · fundraising $3,150

  • 24c · Other expenses: MISCELLANEOUS

    total $5,413 · program services $887 · management and general $4,526

  • 24d · Other expenses: PAYROLL FEES

    total $125 · management and general $125

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $69,881 · end of year $53,973

  • 2 · Savings and temporary cash investments

    beginning of year $2,947 · end of year $2,952

  • 4 · Accounts receivable

    beginning of year $2,915 · end of year $4,068

  • 10a · Land, buildings and equipment: cost or other basis

    $54,562

  • 10b · Land, buildings and equipment: accumulated depreciation

    $52,919

  • 10c · Land, buildings and equipment, net

    beginning of year $5,276 · end of year $1,643

  • 11 · Investments: publicly traded securities

    beginning of year $2,762,048 · end of year $2,306,793

  • 17 · Accounts payable and accrued expenses

    beginning of year $34,183 · end of year $17,270

  • 27 · Net assets without donor restrictions

    beginning of year $2,793,321 · end of year $2,337,484

  • 28 · Net assets with donor restrictions

    beginning of year $15,563 · end of year $14,675

Mission and programs · 2022

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 $135,963 · Grants $91,300

As filed on the 2022 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

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Michael Bragg

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    5

  • Alehandro Carbajal

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Alex Duncan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Robert Goldsmith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Dan Grady

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Dan Jones

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Betty Lara

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Patricia Manzo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Timothy O'Neill

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Judy Schumaker

    PRESIDENT EL

    Total calculated
    $0
    Hours/week
    5

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

Provenance

Return type
form_990
Tax year
2022
Filed
10 October 2023
IRS schema version
2022v5.0
Source object
202332839349302253

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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