Skip to content
ProPublica Donate

Serra Trust Fund For Vocations

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$65.6k (2025)

Expenses
$79k (2025)

Total Assets
$854k (2025)

Total Liabilities
$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$65,586
Expenses
$79,012
Net Income
-$13,426
Net Assets
$854,405
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,650
10.1%
Program Services $0
Investment Income $50,242
76.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $8,694
13.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $854,405
Total Liabilities $0
Net Assets $854,405
Compensation
Key Employees and Officers Compensation Related Other
Robert Buck (Board Member) $0 $0 $0
Renee Law (Secretary) $0 $0 $0
Gregory Breen (Treasurer) $0 $0 $0
Paul Bergman (Chairman) $0 $0 $0
Jim Hilger (Board Member) $0 $0 $0
Mary Mcmanus (Board Member) $0 $0 $0
Nancy Akers (Board Member) $0 $0 $0
Carol Caughlan (Board Member) $0 $0 $0
Dale Kaiser (Board Member) $0 $0 $0
Stan Peterson (Board Member) $0 $0 $0
Rita Roberts (Board Member) $0 $0 $0
Rev Jason Wallace (Board Member) $0 $0 $0
Deb Cable (Board Member) $0 $0 $0
Dick Voss (Board Member) $0 $0 $0
Bill Egan (Board Member) $0 $0 $0
Ben Cabos (Vice Chair) $0 $0 $0
Jan Landers (Board Member) $0 $0 $0
Nancy Boyce (Board Member) $0 $0 $0
Jerry Nix (Board Member) $0 $0 $0
Dixie Schulte (Board Member) $0 $0 $0
Paul Boucher (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$37,138
Expenses
$80,062
Net Income
-$42,924
Net Assets
$817,407
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,063
5.6%
Program Services $0
Investment Income $35,075
94.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $817,407
Total Liabilities $0
Net Assets $817,407
Compensation
Key Employees and Officers Compensation Related Other
Robert Buck (Board Member) $0 $0 $0
Renee Law (Vice Chairman) $0 $0 $0
Gregory Breen (Treasurer) $0 $0 $0
Sue Husler (Board Member) $0 $0 $0
Paul Bergman (Chairman) $0 $0 $0
Jim Hilger (Board Member) $0 $0 $0
Mary Mcmanus (Board Member) $0 $0 $0
Suzanne Reiter (Board Member) $0 $0 $0
Nancy Akers (Board Member) $0 $0 $0
Carol Caughlan (Board Member) $0 $0 $0
Stanton Le Breche (Board Member) $0 $0 $0
Dale Kaiser (Board Member) $0 $0 $0
Stan Peterson (Board Member) $0 $0 $0
Rita Roberts (Board Member) $0 $0 $0
Rev Jason Wallace (Board Member) $0 $0 $0
Deb Cable (Board Member) $0 $0 $0
Dick Voss (Board Member) $0 $0 $0
Bill Egan (Board Member) $0 $0 $0
Ben Cabos (Board Member) $0 $0 $0
Steve Saul (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$44,804
Expenses
$46,654
Net Income
-$1,850
Net Assets
$805,979
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,975
13.3%
Program Services $0
Investment Income $38,829
86.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $805,979
Total Liabilities $0
Net Assets $805,979
Compensation
Key Employees and Officers Compensation Related Other
Robert Buck (Board Member) $0 $0 $0
Renee Law (Vice Chairman) $0 $0 $0
Gregory Breen (Treasurer) $0 $0 $0
Betty Jane Nelson (Secretary) $0 $0 $0
Lucy Kane (Board Member) $0 $0 $0
Sue Husler (Board Member) $0 $0 $0
Paul Bergman (Board Member) $0 $0 $0
Jim Hilger (Board Member) $0 $0 $0
Brian Thoms (Board Member) $0 $0 $0
Mary Mcmanus (Board Member) $0 $0 $0
David Myhill (Chairman) $0 $0 $0
Suzanne Reinert (Board Member) $0 $0 $0
Nancy Akers (Board Member) $0 $0 $0
Carol Caughlan (Board Member) $0 $0 $0
Stanton Le Breche (Board Member) $0 $0 $0
Dale Kaiser (Board Member) $0 $0 $0
Steve Pilkington (Board Member) $0 $0 $0
Patrick Lana (Board Member) $0 $0 $0
Stan Peterson (Board Member) $0 $0 $0
Rita Roberts (Board Member) $0 $0 $0
Rev Jason Wallace (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$42,570
Expenses
$55,474
Net Income
-$12,904
Net Assets
$809,380
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,575
3.7%
Program Services $0
Investment Income $36,330
85.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $4,665
11.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $809,380
Total Liabilities $0
Net Assets $809,380
Compensation
Key Employees and Officers Compensation Related Other
Robert Buck (Board Member) $0 $0 $0
Renee Law (Vice Chairman) $0 $0 $0
Gregory Breen (Treasurer) $0 $0 $0
Betty Jane Nelson (Secretary) $0 $0 $0
Lucy Kane (Board Member) $0 $0 $0
Sue Husler (Board Member) $0 $0 $0
Paul Bergman (Board Member) $0 $0 $0
Jim Hilger (Board Member) $0 $0 $0
Brian Thoms (Board Member) $0 $0 $0
Mary Mcmanus (Board Member) $0 $0 $0
David Myhill (Chairman) $0 $0 $0
Suzanne Reinert (Board Member) $0 $0 $0
Ryan Oneill (Board Member) $0 $0 $0
Doug Feauto (Board Member) $0 $0 $0
Nancy Akers (Board Member) $0 $0 $0
Carol Caughlan (Board Member) $0 $0 $0
Betsye Feauto (Board Member) $0 $0 $0
Stanton Le Breche (Board Member) $0 $0 $0
Dale Kaiser (Board Member) $0 $0 $0
Steve Pilkington (Board Member) $0 $0 $0
Patrick Lana (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,879
Expenses
$48,124
Net Income
-$20,245
Net Assets
$930,298
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,205
15.1%
Program Services $0
Investment Income $23,674
84.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $930,298
Total Liabilities $0
Net Assets $930,298
Compensation
Key Employees and Officers Compensation Related Other
Robert Buck (Board Member) $0 $0 $0
Renee Law (Vice Chairman) $0 $0 $0
Gregory Breen (Treasurer) $0 $0 $0
Betty Jane Nelson (Secretary) $0 $0 $0
Lucy Kane (Board Member) $0 $0 $0
Sue Husler (Board Member) $0 $0 $0
Paul Bergman (Board Member) $0 $0 $0
Jim Hilger (Board Member) $0 $0 $0
Karen Guyette (Board Member) $0 $0 $0
Brian Thoms (Board Member) $0 $0 $0
Mary Mcmanus (Board Member) $0 $0 $0
David Myhill (Chairman) $0 $0 $0
Suzanne Reinert (Board Member) $0 $0 $0
Lou Ann Bauer (Board Member) $0 $0 $0
Ryan Oneill (Board Member) $0 $0 $0
Doug Feauto (Board Member) $0 $0 $0
Nancy Akers (Board Member) $0 $0 $0
Carol Caughlan (Board Member) $0 $0 $0
Tess Langfield (Board Member) $0 $0 $0
Betsye Feauto (Board Member) $0 $0 $0
Stanton Le Breche (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,896
Expenses
$29,691
Net Income
$12,205
Net Assets
$855,495
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,550
3.7%
Program Services $0
Investment Income $31,215
74.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $9,131
21.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $855,495
Total Liabilities $0
Net Assets $855,495
Compensation
Key Employees and Officers Compensation Related Other
Robert Buck (Board Member) $0 $0 $0
Renee Law (Vice Chairman) $0 $0 $0
Gregory Breen (Treasurer) $0 $0 $0
Betty Jane Nelson (Secretary) $0 $0 $0
Lucy Kane (Board Member) $0 $0 $0
Janet Van Overmeiren (Board Member) $0 $0 $0
William Eck (Board Member) $0 $0 $0
Sue Husler (Board Member) $0 $0 $0
Paul Bergman (Board Member) $0 $0 $0
Jim Hilger (Board Member) $0 $0 $0
Karen Guyette (Board Member) $0 $0 $0
Joan Mccaffrey (Board Member) $0 $0 $0
Brian Thoms (Board Member) $0 $0 $0
Mary Mcmanus (Board Member) $0 $0 $0
David Myhill (Chairman) $0 $0 $0
Suzanne Reinert (Board Member) $0 $0 $0
Lou Ann Bauer (Board Member) $0 $0 $0
Ryan Oneill (Board Member) $0 $0 $0
Adrienne Merritt (Board Member) $0 $0 $0
Feato (Board Member) $0 $0 $0
Nieto (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$64,230
Expenses
$48,431
Net Income
$15,799
Net Assets
$869,466
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,145
42.3%
Program Services $0
Investment Income $33,459
52.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $3,626
5.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $869,466
Total Liabilities $0
Net Assets $869,466

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,126
Expenses
$36,599
Net Income
$8,527
Net Assets
$816,108
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,387
11.9%
Program Services $0
Investment Income $32,145
71.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $6,065
13.4%
Sales of Assets $1,529
3.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $816,108
Total Liabilities $0
Net Assets $816,108

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$85,204
Expenses
$33,458
Net Income
$51,746
Net Assets
$819,509
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,712
5.5%
Program Services $0
Investment Income $16,170
19.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $6,604
7.8%
Sales of Assets $57,718
67.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $821,443
Total Liabilities $1,934
Net Assets $819,509

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$50,271
Expenses
$21,038
Net Income
$29,233
Net Assets
$769,446
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,597
7.2%
Program Services $0
Investment Income $33,524
66.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $7,345
14.6%
Sales of Assets $5,805
11.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $769,446
Total Liabilities $0
Net Assets $769,446

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,955
Expenses
$21,796
Net Income
$24,159
Net Assets
$782,208
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,346
22.5%
Program Services $0
Investment Income $33,515
72.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $2,340
5.1%
Sales of Assets -$246
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $782,208
Total Liabilities $0
Net Assets $782,208
Compensation
Key Employees and Officers Compensation Related Other
Lucy Kane (Treasurer) $0 $0 $0
Betty Jane Nelson (Board Member) $0 $0 $0
Janet Van Overmeiren (Board Member) $0 $0 $0
William Eck (Board Member) $0 $0 $0
Sue Husler (Board Member) $0 $0 $0
Nancy Harris (Board Member) $0 $0 $0
Paul Bergman (Board Member) $0 $0 $0
Jim Hilger (Board Member) $0 $0 $0
Robert Lalich (Board Member) $0 $0 $0
Karen Guyette (Chairperson) $0 $0 $0
Joan Mccaffrey (Board Member) $0 $0 $0
Brian Thoms (Board Member) $0 $0 $0
Allan Eckert (Board Member) $0 $0 $0
Wanda Ford (Board Member) $0 $0 $0
Nathan Bryant (Board Member) $0 $0 $0
Renee R Law (Secretary) $0 $0 $0
Dolores De Aragon Young (Board Member) $0 $0 $0
Robert Bucheit (Board Member) $0 $0 $0
Maureen Mcgee (Board Member) $0 $0 $0
Jim Crisman (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$42,309
Expenses
$18,885
Net Income
$23,424
Net Assets
$758,049
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,223
17.1%
Program Services $0
Investment Income $26,275
62.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $8,811
20.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $758,049
Total Liabilities $0
Net Assets $758,049

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$49,617
Expenses
$22,574
Net Income
$27,043
Net Assets
$682,105
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,847
40.0%
Program Services $0
Investment Income $21,875
44.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $7,895
15.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $682,105
Total Liabilities $0
Net Assets $682,105

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$40,109
Expenses
$22,450
Net Income
$17,659
Net Assets
$646,963
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,395
33.4%
Program Services $0
Investment Income $21,787
54.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $4,927
12.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $646,963
Total Liabilities $0
Net Assets $646,963

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us