Serve Incorporated EIN 20-0059596

Serve Incorporated FY2023 filing

EIN  20-0059596 Public charity (501(c)(3)) Bayside, WI
Form 990 (PDF)
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Size
$100K–1M
What they do
Provides advertising services to help underserved charities reach more people.
Leadership
Lauren Sutter · Executive Dir. · $10K
Money in and out
$214K revenue, $167K expenses
Bottom line
80% program efficiency

Provides advertising services to help underserved charities reach more people. For fiscal year 2023 it reported $214K in revenue, $167K in expenses, and $218K in net assets.Pt I

Where the money goes · FY2023
Total revenue
$214K
Pt VIII · Ln 12
Total expenses
$167K
Pt IX · Ln 25
Net assets
$218K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $47K
Where spending went · Part IX cols B–D
Program services $0.80 Management & general $0.20
Program efficiency
80%
of spending reaches programs
Operating runway
13.4mo
months of highly liquid reserves at operating expense rate
Surplus margin
+22%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2023 · Form 990
Revenue
$214K
FY2023▼ -10%
Expenses
$167K
FY2023▼ -28%
Total assets
$225K
FY2023▲ +31%
Total liabilities
$7K
FY2023▲ ×34
Total revenue
$214K
Pt VIII · Ln 12
Total expenses
$167K
Pt IX · Ln 25
Net assets
$218K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$47K
Total assetsPt X · Ln 16$225K
Program-expense ratioPt IX · col B80%
Voting members of governing bodyPt I · Ln 312
Independent voting membersPt I · Ln 412
Mission & Programs · Part III

Where the work happens

1 program service account for $134K of program spending, described in the organization's own filed words · FY2023.
01

Serve marketing is the nation's only all-volunteer, non-profit advertising agency whose mission is to give underserved issues and charities a strong voice in the COMMUNITY.IN 2023, the organization became the fiscal sponsor of street dreams soccer academy.

$134Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CServe Incorporated
EINHdr · item D20-0059596
Principal addressHdr · item CBayside, WI
WebsiteHdr · item Jwww.servemarketing.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MWI
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFCommunity Development (S50)
Ruling yearIRS BMFJan 2004

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a12
Independent voting membersPt VI · Ln 1b12
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Dir.
$10,000Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Lauren Sutter’s $10K as Executive Dir. is at the 6th percentile of top reported officer pay among 1710 $100K–1M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021
Lauren Sutter$10,000$10,000$10,000$5,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Program service revenue$143K · 67%
Contributions & grants$71K · 33%
Program service revenue67%$143K
Contributions & grants33%$71K
Investment income$11
Total revenueLn 12$214K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.80 Management & general $0.20
Program services80%$134K
Management & general20%$33K
Total functional expensesLn 25$167K

Balance Sheet

Part X · end of year
CashLn 1$186K
Total assetsLn 16$225K
Total liabilitiesLn 26$7K
Total net assetsLn 32$218K
Months of cash on handcomputed13.4

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $186K · Operating expenses/yr $167K
13.4 months
Where the money goes
Program services
Program services $134K · Total expenses $167K
80%
Management & General
Management & general $33K · Total expenses $167K
20%
Fundraising
Fundraising $0 · Total expenses $167K
0%
Cost to raise $1
Fundraising expense (2-yr avg) $0 · Solicited contributions (2-yr avg) $43K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $71K · Total revenue $214K
33%
Government reliance
Government grants — · Total revenue $214K
Earned-income share
Program service revenue $143K · Total revenue $214K
67%
Investment reliance
Investment income $11 · Total revenue $214K
0%
Program self-sufficiency
Program service revenue $143K · Total expenses $167K
86%
Growth & trend
Revenue growth (YoY)
This year $214K · Prior year $238K
-10%
Net-asset trend (YoY)
End of year $218K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $214K · Expenses $167K
+22%
Liabilities-to-Assets
Total liabilities — · Total assets $225K
Net-asset ratio
Net assets $218K · Total assets $225K
97%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $225K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Lauren Sutter · Reported title EXECUTIVE DIR. · Highest reported compensation $10K · Total expenses $167K
6%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $10K · Total expenses $167K
6%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 80%
Overhead ratio 20%
Fundraising cost ratio 0%
Revenue growth -10%
Accounting fee ratio 1%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$35K
Grants paid · 3 grants · $83K · 2023–2024
Unitemized GrantFY2024$6,000
Unitemized GrantFY2023$6,000

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$142K revenue · ⤓ 990 PDF
FY2023$214K revenue · viewing · ⤓ 990 PDF
FY2022$238K revenue · ⤓ 990 PDF
FY2021$156K revenue · ⤓ 990 PDF
FY2020$140K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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