Serve INC FY2020 filing

Tax-deductible

Fulton, MO501(c)(3)Human ServicesEIN 43-1001719

To organize, facilitate, promote and provide services to meet the needs of the citizens of Callaway County

501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
$57K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
2 of 6
filings with a surplus
Average surplus $31K a year · 1% of revenue · last 6 filings
Worth a look: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
96%
of spending
Looks good: 96% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$57K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $50K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$460K
59% of total assets
Fine: liabilities are 59% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.3M
Spent
$2.3M
To programs
96%
Net assets
$324K
By yearFY2020–FY2025
Revenue
$2.3M
FY2020
Revenue by fiscal year
FY2020$2.3M
FY2021$2.4M
FY2022$2.3M
FY2023$2.5M
FY2024$2.6M
FY2025$2.6M
Expenses
$2.3M
FY2020
Expenses by fiscal year
FY2020$2.3M
FY2021$2.1M
FY2022$2.3M
FY2023$2.6M
FY2024$2.6M
FY2025$2.7M
Net assets
$324K
FY2020
Net assets by fiscal year
FY2020$324K
FY2021$591K
FY2022$619K
FY2023$603K
FY2024$928K
FY2025$892K

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 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 Apr 1974.

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

Where the money goes

96 cents of each dollar spent went to programs.

Program services 96% · $2.2M Management & general 4% · $86K

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

Who runs it and what they're paid

12 people listed on the 990; $57K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$57,000Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Courtney Harrison’s $61K as Executive Director is at the 7th percentile of top reported officer pay among 3869 $1–10M human services 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

NameFY2022FY2021FY2020
Courtney Harrison$61,077$57,160$57,000

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.

See Serve 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 15aYes

Programs and updates

Helps Callaway County citizens by organizing, facilitating, promoting, and providing needed services.

Provided by the organization

This section is blank until Serve INC claims this page.

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2 program services account for $2.2M of program spending, described in the organization's own filed words · FY2019.
01

Serve provides a mass rural transportation service, provides a food pantry and sponsors projects such as Back to School and Adopt a Family. Also runs a retired senior and volunteer program, which facilitates placement of volunteers age 65 and older in the community.

$1.5Mprogram expense
02

Serve Tran is a rural public mass transportation service providing both demand and subscription service. A priority emphasis is placed on availability of the service to the elderly and disabled.

$706Kprogram expense

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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$50K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.3M
Ln 12
Fees for servicesLn 2g$1.1M
Gifts and grantsLn 1h$1.1M
Other incomeLn 4–11$96K
Money outPt IX
$2.3M
Ln 25
Programscol B$2.2M
Managementcol C$86K
Owns and owesPt X
$324K
net assets · Ln 32
Cash and savingsLn 1–2$323K
Total assetsLn 16$785K
LiabilitiesLn 26$460K
PeoplePt VI, VII
12
listed · VII A
PaidVII A1
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Government grantsLn 1e$536K
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$35
Other incomeLn 4–11$96K
Total revenueLn 12$2.3M
Assets in detailPt X, end of year
CashLn 1$323K
Cash and savings togetherLn 1–2$323K
Land, buildings, equipmentLn 10c$452K
Other assetsLn 15$950
Total assetsLn 16$785K
LiabilitiesLn 26$460K
Net assetsLn 32$324K
OperationsPt I, VI
EmployeesI 50
VolunteersI 610
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$112K$323K
Land, buildings, equipmentLn 10c$526K$452K
Total assetsLn 16$641K$785K
LiabilitiesLn 26$229K$460K
Net assetsLn 32$411K$324K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$585K$569K$17K$0
Payroll taxesLn 10$44K$33K$11K$0
Accounting feesLn 11c$18K$17K$932$0
Advertising and promotionLn 12$8K$6K$2K$0
Office expensesLn 13$14K$12K$2K$0
Depreciation, depletion and amortizationLn 22$44K$29K$15K$0
InsuranceLn 23$47K$43K$4K$0
Other expenses (24a–d)Ln 24$1.4M$1.4M$12K$0
All other expensesLn 24e$169K$146K$23K$0
Total functional expensesLn 25$2.3M$2.2M$86K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.6M$2.7M−$35K$892K 990 PDF
FY2024 $2.6M$2.6M−$11K$928K 990 PDF
FY2023 $2.5M$2.6M−$17K$603K 990 PDF
FY2022 $2.3M$2.3M$29K$619K 990 PDF
FY2021 $2.4M$2.1M$268K$591K 990 PDF
FY2020 Viewing $2.3M$2.3M−$45K$324K 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 FY2020 990 (4 parts)
Part VIII · Statement of revenue $2,284,628 across 9 lines filed
VIII-1a Federated campaigns$73,750
VIII-1e Government grants$536,397
VIII-1f All other contributions, gifts and grants$464,296
VIII-1h Total contributions, gifts and grants$1,074,443
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$1,114,596
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$35
VIII-6 Net rental income or lossRelated to mission $18,000$18,000
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $77,554 · Unrelated business $0 · Excluded from tax $0$77,554
VIII-12 Total revenueRelated to mission $1,210,185 · Unrelated business $0 · Excluded from tax $0$2,284,628
Part IX · Statement of functional expenses $2,329,829 across 9 lines filed
IX-7 Other salaries and wagesPrograms $568,518 · Management $16,665 · Fundraising $0$585,183
IX-10 Payroll taxesPrograms $33,205 · Management $11,068 · Fundraising $0$44,273
IX-11c Accounting feesPrograms $17,059 · Management $932 · Fundraising $0$17,991
IX-12 Advertising and promotionPrograms $5,735 · Management $1,912 · Fundraising $0$7,647
IX-13 Office expensesPrograms $12,276 · Management $1,854 · Fundraising $0$14,130
IX-22 Depreciation, depletion and amortizationPrograms $28,555 · Management $15,413 · Fundraising $0$43,968
IX-23 InsurancePrograms $43,250 · Management $3,545 · Fundraising $0$46,795
IX-24 Other expenses (24a–d)Programs $1,389,121 · Management $11,818 · Fundraising $0$1,400,939
IX-24e All other expensesPrograms $145,751 · Management $23,152 · Fundraising $0$168,903
IX-25 Total functional expensesPrograms $2,243,470 · Management $86,359 · Fundraising $0$2,329,829
Part X · Balance sheet $784,506 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $112,105$323,264
X-4 Accounts receivable$1,410
X-8 Inventories for sale or useStart of year $1,569$6,731
X-10c Land, buildings and equipment, netStart of year $526,226$452,151
X-15 Other assetsStart of year $950$950
X-16 Total assetsStart of year $640,850$784,506
X-17 Accounts payable and accrued expensesStart of year $8,060$105,297
X-19 Deferred revenueStart of year $1,659$402
X-26 Total liabilitiesStart of year $229,457$460,229
X-27 Net assets without donor restrictionsStart of year $411,393$324,277
X-32 Total net assets or fund balancesStart of year $411,393$324,277
X-33 Total liabilities and net assetsStart of year $640,850$784,506
Part XI · Reconciliation of net assets $324,277 net assets at year end
XI-1 Total revenue$2,284,628
XI-2 Total expenses$2,329,829
XI-3 Revenue less expenses−$45,201
XI-4 Net assets at start of year$411,393
XI-8 Prior period adjustments−$41,915
XI-10 Net assets at end of year$324,277

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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