Serenitystar INC FY2020 filing

Tax-deductible

Smithville, TX501(c)(3)Mental HealthEIN 90-0446173Revenue $1.0M in FY2020

On file with the IRSserenitystar.org111 Nw 1st St, 78957-1804 · Smithville, TXTax-exempt since Nov 2009Publicly supported — 509(a)(2)

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This organization is to provide a safe, sober & spiritual environment for families to recover from their addictions.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $325K a year · 20% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
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 · $59
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$280K
67% of total assets
Worth a look: liabilities are 67% of assets; over 65%.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.0M
Spent
$552K
To programs
100%
Net assets
$138K
By yearFY2020–FY2024
Revenue
$1.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.0M
FY2021$1.8M
FY2022$1.0M
FY2023$2.0M
FY2024$2.3M
Expenses
$552K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$552K
FY2021$1.0M
FY2022$823K
FY2023$1.9M
FY2024$2.3M
Net assets
$138K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$138K
FY2021$540K
FY2022$646K
FY2023$755K
FY2024$815K

From the FY2020 Form 990 · 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 (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 2009.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $552K Management & general 0% · $63

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

7 people listed on the 990.

Part VII, Section A · reportable compensation
Brd Member
$0Pt VII · Sec A
Brd Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Ex Director
$0Pt VII · Sec A

Ashley Nicole’s $14K as Board Member is at the 1st percentile of top reported officer pay among 1683 $1–10M 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.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2024FY2022
Ashley Nicole$13,500$13,250
Heather McBryar$11,050—
Bryan Lentz$10,800—
Phillip Jones$10,600—
Rosalina Lopez$10,500—
Theresa Lopez$9,050—
Justin Motl$4,600—

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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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

Offers a safe, sober, and spiritual environment for families recovering from addiction.

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Provided by the organization

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1 program · $552K · in their own filed words · FY2020
01

This organization is to provide a safe, sober & spiritual environment for families to recover from their addictions.

$552Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 1 funder$59
Grants paid · 15 grants · $575K · 2020–2024
Unitemized GrantFY2024$61,122
Unitemized GrantFY2024$16,359
Unitemized GrantFY2023$70,507
Unitemized GrantFY2023$14,693
Unitemized GrantFY2022$186,884
Unitemized GrantFY2022$61,130
Unitemized GrantFY2022$16,323
Unitemized GrantFY2022$458
Unitemized GrantFY2021$52,043
Unitemized GrantFY2021$13,988
Unitemized GrantFY2021$13,988
Unitemized GrantFY2021$3,769
Unitemized GrantFY2020$54,226
Unitemized GrantFY2020$7,613
Unitemized GrantFY2020$1,906

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.0M
Ln 12
Gifts and grantsLn 1h$1.0M
Investment incomeLn 3$39
Money outPt IX
$552K
Ln 25
Programscol B$552K
Managementcol C$63
Owns and owesPt X
$138K
net assets · Ln 32
Cash and savingsLn 1–2$79K
Total assetsLn 16$418K
LiabilitiesLn 26$280K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.0M
Investment incomeLn 3$39
Total revenueLn 12$1.0M
Assets in detailPt X, end of year
CashLn 1$36K
SavingsLn 2$42K
Cash and savings togetherLn 1–2$79K
Land, buildings, equipmentLn 10c$339K
Total assetsLn 16$418K
LiabilitiesLn 26$280K
Net assetsLn 32$138K
OperationsPt I, VI
EmployeesI 50
VolunteersI 625
Fiscal year endsHeaderDecember
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$54K$79K
Land, buildings, equipmentLn 10c$394K$339K
Total assetsLn 16$449K$418K
LiabilitiesLn 26$294K$280K
Net assetsLn 32$155K$138K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$64K$64K
Legal feesLn 11b$5K$5K
Other fees for servicesLn 11g$14K$14K
Advertising and promotionLn 12$6K$6K
OccupancyLn 16$155K$155K
TravelLn 17$3K$3K
InterestLn 20$23K$23K
Depreciation, depletion and amortizationLn 22$15K$15K$63
Other expenses (24a–d)Ln 24$268K$268K
Total functional expensesLn 25$552K$552K$63$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.3M$2.3M$60K$815K 990 PDF
FY2023 $2.0M$1.9M$109K$755K 990 PDF
FY2022 $1.0M$823K$222K$646K 990 PDF
FY2021 $1.8M$1.0M$757K$540K 990 PDF
FY2020 Viewing $1.0M$552K$479K$138K 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 (6 parts)
Part I · Summary $1,031,141 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $838,356$1,031,102
I-9 Program service revenue$0
I-10 Investment incomePrior year $118$39
I-11 Other revenue$0
I-12 Total revenuePrior year $838,474$1,031,141
I-13 Grants and similar amounts paid$63,745
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $664,146$488,319
I-18 Total expensesPrior year $664,146$552,064
I-19 Revenue less expensesPrior year $174,328$479,077
Part VI · Governance 6 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,031,141 across 4 lines filed
VIII-1f All other contributions, gifts and grants$1,031,102
VIII-1h Total contributions, gifts and grants$1,031,102
VIII-3 Investment incomeRelated to mission $39$39
VIII-12 Total revenueRelated to mission $39 · Unrelated business $0 · Excluded from tax $0$1,031,141
Part IX · Statement of functional expenses $552,064 across 9 lines filed
IX-2 Grants to domestic individualsPrograms $63,745$63,745
IX-11b Legal feesPrograms $4,779$4,779
IX-11g Other fees for servicesPrograms $14,400$14,400
IX-12 Advertising and promotionPrograms $5,619$5,619
IX-16 OccupancyPrograms $154,600$154,600
IX-17 TravelPrograms $3,066$3,066
IX-20 InterestPrograms $22,918$22,918
IX-22 Depreciation, depletion and amortizationPrograms $14,677 · Management $63$14,740
IX-24 Other expenses (24a–d)Programs $268,197$268,197
IX-25 Total functional expensesPrograms $552,001 · Management $63 · Fundraising $0$552,064
Part X · Balance sheet $417,550 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $39,524$36,336
X-2 Savings and temporary cash investmentsStart of year $14,669$42,261
X-10c Land, buildings and equipment, netStart of year $394,379$338,953
X-16 Total assetsStart of year $448,572$417,550
X-26 Total liabilitiesStart of year $293,547$279,964
X-27 Net assets without donor restrictionsStart of year $155,025$137,586
X-32 Total net assets or fund balancesStart of year $155,025$137,586
X-33 Total liabilities and net assetsStart of year $448,572$417,550
Part XI · Reconciliation of net assets $137,586 net assets at year end
XI-1 Total revenue$1,031,141
XI-2 Total expenses$552,064
XI-3 Revenue less expenses$479,077
XI-4 Net assets at start of year$155,025
XI-9 Other changes in net assets−$496,516
XI-10 Net assets at end of year$137,586

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

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