Serve Inc

Nonprofit profile at a glance

EIN
591270557
IRS 990 coverage
2011–2014
Forms available
Form 990 2014
Location
Tampa, FL, USA
Phone
8138725254
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Student Services, Organizations of Students

Official website

Reported finances

Revenue
$271,326
Expenses
$228,613
Assets
$47,305
Liabilities
$1,673

Source: IRS Form 990. Selected filing: tax year 2014. Amounts in USD.

Leadership & pay

16 people listed

Executive titles in this filing

  • ASHLEY JOHNSON (PRESIDENT)
  • AMANDA E BALLARD (VICE PRESIDENT)

People named in this filing

  • ASHLEY JOHNSON (PRESIDENT)
  • AMANDA E BALLARD (VICE PRESIDENT)
  • KATHLEEN BELMONTE (TREASURER)

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

Source: IRS Form 990. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Increase student achievment and

What it reported doing in 2014

Serve recruits, trains, screens, places, retains, rewards and recognizes volunteers at over 220 hillsborough county public schools, supporting the efforts of teachers, administrators, and district staff. Serve trains parents, volunteers and students to be effective tutors. They also train school staff on working effectively with volunteers. Serve coordinates a volunteers speakers bureau who provides expsposure to a variety of opportunities and careers in the classroom. Serve supervises volunteer screening ensuring student safety.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 57
  • Transparency & Controls: 100
  • Accountability: 90
  • Sustainability: 44
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 60%; rating input score 60
  • Program expense ratio: 71.2%; rating input score 71
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 9 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Limited
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 15.7%; rating input score 75; 75th percentile among comparable filings
  • Total-asset coverage ratio: 0.21; rating input score 12; 12th percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 47; 47th percentile among comparable filings
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: -20.3% per year; rating input score 0; 15th percentile among comparable filings
  • Revenue growth: -6.7% per year; rating input score 0; 18th percentile among comparable filings
  • Asset growth: 57.5% per year; rating input score 100; 97th percentile among comparable filings

Details

  • Where the money goes: 60% of revenue deployed · 71.2% of spending went to programs
  • Governance: 14 of 14 board members independent · 6 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $163K in reported program spending
  • Leadership: top reported pay $0 · 16 people listed
  • Consistency: 22 of 22 current checks pass
  • Schedules: 5 filed schedules
  • Filing history: 4 filing years from 2011 to 2014
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 12/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Moderate — Sustainability: Liabilities to assets ratio scored 47/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.