Serenity INC FY2024 filing

Tax-deductible

Clarksville, IN501(c)(3)Since 1974Mental HealthEIN 35-1324859Revenue $447K in FY2024

On file with the IRSserenityclarksville.com200 Homestead Ave, 47129-2830 · Clarksville, INTax-exempt since Oct 1974Publicly supported charity — 170(b)(1)(A)(vi)

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To provide assistance to men suffering from the disease of alcoholism and to help in their rehabilitation from the mental and physical anguish caused by alcoholism.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average surplus $114K a year · 23% of revenue · last 5 filings
Worth a look: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Fine: 2.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$265K
15% of total assets
Looks good: liabilities are 15% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 13 voting members
Concern: none of 13 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$447K
-59% vs prior year
Spent
$457K
To programs
88%
Net assets
$1.5M
By yearFY2021–FY2025
Revenue
$447K
FY2024▼ -59%
Tap a bar for its year
Revenue by fiscal year
FY2021$210K
FY2022$256K
FY2023$1.1M
FY2024$447K
FY2025$550K
Expenses
$457K
FY2024▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2021$258K
FY2022$263K
FY2023$401K
FY2024$457K
FY2025$590K
Net assets
$1.5M
FY2024▼ -38%
Tap a bar for its year
Net assets by fiscal year
FY2021$1.5M
FY2022$1.5M
FY2023$2.4M
FY2024$1.5M
FY2025$1.5M

From the FY2024 Form 990 · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1974.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $403K Management & general 12% · $54K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Richard McFarland’s $29K as House Director is at the 17th percentile of top reported officer pay among 2095 $100K–1M mental health 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.

See Serenity INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps recovering male alcoholics rebuild their lives in a supportive environment.

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Provided by the organization

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1 program · $403K · in their own filed words · FY2024
01

Halfway House that shelters men during their recovery process from alcoholic addictions.

$403Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$447K
Ln 12
Gifts and grantsLn 1h$224K
Fees for servicesLn 2g$217K
Other incomeLn 4–11$6K
Money outPt IX
$457K
Ln 25
Programscol B$403K
Managementcol C$54K
Owns and owesPt X
$1.5M
net assets · Ln 32
Cash and savingsLn 1–2$106K
Total assetsLn 16$1.8M
LiabilitiesLn 26$265K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$224K
Noncash giftsLn 1g$195K
Fees for servicesLn 2g$217K
Investment incomeLn 3$94
Other incomeLn 4–11$6K
Total revenueLn 12$447K
Assets in detailPt X, end of year
SavingsLn 2$106K
Cash and savings togetherLn 1–2$106K
Land, buildings, equipmentLn 10c$1.7M
Other assetsLn 15$1K
Total assetsLn 16$1.8M
LiabilitiesLn 26$265K
Net assetsLn 32$1.5M
OperationsPt I, VI
EmployeesI 52
VolunteersI 626
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$887K$106K
Land, buildings, equipmentLn 10c$1.7M$1.7M
Total assetsLn 16$2.6M$1.8M
LiabilitiesLn 26$235K$265K
Net assetsLn 32$2.4M$1.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$33K$33K
Other salaries and wagesLn 7$13K$13K
Payroll taxesLn 10$6K$6K
Management feesLn 11a$700$700
Accounting feesLn 11c$2K$2K
Office expensesLn 13$10K$10K
OccupancyLn 16$277K$277K
InterestLn 20$14K$14K
Depreciation, depletion and amortizationLn 22$73K$73K
InsuranceLn 23$9K$9K
Other expenses (24a–d)Ln 24$20K$2K$18K
All other expensesLn 24e$50$50
Total functional expensesLn 25$457K$403K$54K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $550K$590K−$40K$1.5M 990 PDF
FY2024 Viewing $447K$457K−$10K$1.5M 990 PDF
FY2023 $1.1M$401K$676K$2.4M 990 PDF
FY2022 $256K$263K−$7K$1.5M 990 PDF
FY2021 $210K$258K−$47K$1.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $447,005 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $865,355$223,920
I-9 Program service revenuePrior year $211,818$216,991
I-10 Investment incomePrior year $0$94
I-11 Other revenuePrior year $0$6,000
I-12 Total revenuePrior year $1,077,173$447,005
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $45,685$51,491
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $355,616$405,466
I-18 Total expensesPrior year $401,301$456,957
I-19 Revenue less expensesPrior year $675,872−$9,952
Part VI · Governance 0 of 13 board members independent, 4 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $447,005 across 7 lines filed
VIII-1f All other contributions, gifts and grants$223,920
VIII-1g Noncash contributions (included above)$194,806
VIII-1h Total contributions, gifts and grants$223,920
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $216,991$216,991
VIII-3 Investment incomeRelated to mission $94$94
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $6,000$6,000
VIII-12 Total revenueRelated to mission $217,085 · Unrelated business $6,000 · Excluded from tax $0$447,005
Part IX · Statement of functional expenses $456,957 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $32,742$32,742
IX-7 Other salaries and wagesPrograms $12,697$12,697
IX-10 Payroll taxesPrograms $6,052$6,052
IX-11a Management feesManagement $700$700
IX-11c Accounting feesManagement $1,851$1,851
IX-13 Office expensesManagement $9,739$9,739
IX-16 OccupancyPrograms $276,930$276,930
IX-20 InterestManagement $13,881$13,881
IX-22 Depreciation, depletion and amortizationPrograms $72,744$72,744
IX-23 InsuranceManagement $9,480$9,480
IX-24 Other expenses (24a–d)Programs $1,813 · Management $18,278$20,091
IX-24e All other expensesPrograms $50$50
IX-25 Total functional expensesPrograms $403,028 · Management $53,929 · Fundraising $0$456,957
Part X · Balance sheet $1,763,117 assets, 11 lines filed
X-2 Savings and temporary cash investmentsStart of year $887,434$105,624
X-9 Prepaid expenses and deferred charges$2,464
X-10c Land, buildings and equipment, netStart of year $1,721,453$1,653,959
X-15 Other assets$1,070
X-16 Total assetsStart of year $2,638,755$1,763,117
X-17 Accounts payable and accrued expensesStart of year $472$61,991
X-26 Total liabilitiesStart of year $234,710$264,624
X-27 Net assets without donor restrictionsStart of year $1,536,746$1,498,493
X-28 Net assets with donor restrictionsStart of year $867,299$0
X-32 Total net assets or fund balancesStart of year $2,404,045$1,498,493
X-33 Total liabilities and net assetsStart of year $2,638,755$1,763,117
Part XI · Reconciliation of net assets $1,498,493 net assets at year end
XI-1 Total revenue$447,005
XI-2 Total expenses$456,957
XI-3 Revenue less expenses−$9,952
XI-4 Net assets at start of year$2,404,045
XI-8 Prior period adjustments−$895,600
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,498,493

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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