Serenity By The Sea Ventura County AA Roundup Inc

Nonprofit profile at a glance

EIN
822652019
IRS 990-EZ coverage
2022–2025
Forms available
Form 990-EZ 2025, Form 990-N 2021
Location
Oxnard, CA, USA
Phone
8058322893
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
Alcohol, Drug Abuse, Treatment Only

Reported finances

Revenue
$10,451
Expenses
$7,370
Assets
$24,890
Liabilities
$20,243

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • Breann Downey (President/Chair)

People named in this filing

  • Will Wilkins (Treasurer)
  • Breann Downey (President/Chair)
  • Natasha Hart (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The purpose of the Serenity By The Sea Round-Up organization is to hold the goal of providing a service to the local AA Community in the form of a yearly Celebration of Sobriety. This Round Up shall always keep in mind the concepts of

What it reported doing in 2025

The purpose of the organization will be to uphold the goal of providing a service to the local AA community in the form of a yearly celebration of sobriety. This event shall always keep in mind the concepts of AA fellowship and service holding the legacies of recovery, unity, service and be guided by the twelve steps.

Operating model

Revenue model
Other-operating. 96% of the money available for current operations came from other operating revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 82
  • Sustainability: 67
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 29.5%; rating input score 80; 80th percentile among comparable filings
  • Total-asset coverage ratio: 3.38; rating input score 77; 77th percentile among comparable filings
  • Liabilities to assets ratio: 0.81; rating input score 5; 5th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -0.6% per year; rating input score 0; 46th percentile among comparable filings
  • Revenue growth: -60% per year; rating input score 0; 5th percentile among comparable filings
  • Asset growth: 30% per year; rating input score 100; 90th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $49K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 6 of 7 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 5/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.