Nonprofit · EIN 38-3978620
SERC FOUNDATION
Tax-exempt · WATERBURY, CT 06706
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $95,572 | $260,679 | -$165,107 | $337,884 | $144,191 | $193,693 |
| June 30, 2024 | 990 | $308,756 | $216,591 | $92,165 | $412,586 | $53,786 | $358,800 |
| June 30, 2023 | 990 | $359,364 | $279,168 | $80,196 | $353,890 | $154,779 | $199,111 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,750
- Program service revenue
- $90,822
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $19,668
- Program services (functional)
- $239,980
- Management and general (functional)
- $20,699
Balance sheet and other
- Total assets, start of year
- $412,586
- Total assets, end of year
- $337,884
- Total liabilities, end of year
- $144,191
- Net assets, end of year
- $193,693
- Net assets without donor restrictions
- $193,693
- Gross receipts
- $95,572
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2015
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY LEAKE | CHAIRPERSON Trustee or director, Officer | 10 | $0 |
| PAUL FLINTER | SECRETARY Trustee or director, Officer | 8 | $0 |
| DR AGNES QUINONES | TREASURER Trustee or director, Officer | 8 | $0 |
| ELIZABETH BROWN | DIRECTOR Trustee or director | 8 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY LEAKE | CHAIRPERSON Trustee or director, Officer | 10 | $0 |
| PAUL FLINTER | SECRETARY Trustee or director, Officer | 8 | $0 |
| MARILYN CALDERON | DIRECTOR Trustee or director | 8 | $0 |
| DR AGNES QUINONES | TREASURER Trustee or director, Officer | 8 | $0 |
| ELIZABETH BROWN | DIRECTOR Trustee or director | 8 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY LEAKE | CHAIRPERSON Trustee or director, Officer | 10 | $0 |
| PAUL FLINTER | SECRETARY Trustee or director, Officer | 8 | $0 |
| MARILYN CALDERON | DIRECTOR Trustee or director | 8 | $0 |
| DR AGNES QUINONES | TREASURER Trustee or director, Officer | 8 | $0 |
Address and contacts
- Address (IRS master file)
- 175 UNION ST, WATERBURY, CT 06706-1236
- Mailing address (990-N for 2015)
- 25 Industrial Park Rd, Middletown CT 06457
- Principal officer (990 for 2024)
- JEFFREY LEAKE, 175 UNION STREET, WATERBURY, CT 06706
- Principal officer (990-N for 2015)
- Wendy Waithe Simmons, 25 Industrial Park Rd, Middletown CT 06457
- Signed the 990
- JEFFREY LEAKE, CHAIRPERSON
- Phone
- (860) 632-1485
- Website
- CTSERC.ORG/FOUNDATION
- Return prepared by
- WHITTLESEY PC
Mission
TO ESTABLISH AND ADMINISTER SPECIFIC FUNDS WHICH FUNDS SHALL BE UTILIZED TO PROVIDE GRANTS AND/OR LOANS TO PARTICULAR DESIGNATED INDIVIDUALS AND ASSOCIATIONS WITH THE OBJECTIVES OF ADVANCING THE EDUCATION OF ALL CONNECTICUT STUDENTS AND DECREASING DISPARITIES IN EDUCATIONAL OUTCOMES.
Program accomplishments
- SERC INTERNAL CAPACITY BUILDING:- ENSURING ADDITIONAL STAFF BECOME CERTIFIED PRACTITIONERS.- ENSURING THOSE STAFF THAT PREVIOUSLY EARNED "AFFILIATE" STATUS ARE ABLE TO CONVERT TO CERTIFIED PRACTITIONERS.- INCRASING STAFF LEARNING OPPORTUNITIES FROM EXPERTS BEYOND PEG PROGRAMMING.Expenses $27,571
- VIRTUAL DISMANTLING SYSTEMATIC RACISM CONFERENCE.Expenses $212,409 · revenue $90,822
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 38-3978620
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $337,884
- Income (IRS master file)
- $95,572
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $95,572 | $260,679 | $337,884 | IRS |
| 990 | June 2024 | $308,756 | $216,591 | $412,586 | IRS |
| 990 | June 2023 | $359,364 | $279,168 | $353,890 | XML |
| 990 | June 2022 | $301,691 | $243,014 | $102,607 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2015 Officer: Wendy Waithe Simmons | June 30, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3978620).
Questions about SERC FOUNDATION
- What is the EIN of SERC FOUNDATION?
- The employer identification number (EIN) of SERC FOUNDATION is 38-3978620.
- Is SERC FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to SERC FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SERC FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SERC FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SERC FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SERC FOUNDATION?
- The 990 for the year ended June 30, 2025 names JEFFREY LEAKE.
- Who are the officers and directors of SERC FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SERC FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $95,572, expenses of $260,679 and total assets of $337,884 at year end.
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