Civic Intelligence

Set for Life

990EZ • Fiscal year 2023 • EIN 20-5123504

Jan 01, 2023 to Dec 31, 2023 • Filed on May 23, 2024

Organization ProfileN/A
830 N Pasadena AvenuePasadena, CA 91103

(626) 644-7231

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.20x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets84th percentile

Assets

Flat

$67,527

Flat from 2023

Net Assets

$54,227

No earlier filing loaded for comparison.

Liabilities

Flat

$13,300

Flat from 2023

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin81st percentile

Revenue

Flat

$185,014

Flat from 2023

Expenses

Flat

$130,787

Flat from 2023

Net Income

Flat

$54,227

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2023: $67,527Liabilities 2023: $13,300Net Assets 2023: $54,2272023Assets 2023: $67,527Liabilities 2023: $13,3002023Assets 2024: $175,698Liabilities 2024: $0Net Assets 2024: $175,6982024

Highlighted filing

2023

Assets$67,527
Liabilities$13,300
Net Assets$54,227
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0Revenue 2023: $185,014Expenses 2023: $130,787Net Income 2023: $54,2272023Revenue 2023: $185,014Expenses 2023: $130,787Net Income 2023: $54,2272023Revenue 2024: $228,634Expenses 2024: $163,610Net Income 2024: $65,0242024

Highlighted filing

2023

Revenue$185,014
Expenses$130,787
Net Income$54,227
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 23, 2024
Return Version
2023v5.0
Gross Receipts
$185,014
Mission and Program Overview

Mission

Working to improve the social determinants of health for marginalized communities.

Program Services

DescriptionGrantsExpenses
Working to improve the social determinants of health for marginalized communities.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Autumn Tate HolmesPresident-$0--
Ariel Tolefree WilliamsVice President-$0--
Betty ThomasSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Set for Life
EIN
20-5123504
Phone
6266447231
Address
830 N Pasadena Avenue, Pasadena, CA 91103

Signing Officer

Name
Autumn Tate Holmes
Title
President
Phone
6266447231
Signed
2024-05-23
Discuss with paid preparer
Yes

Preparer

Firm
1800accountant LLC
Address
260 MADISON AVE 10TH FLOOR, NEW YORK, NY 10016
Preparer
Anthony James Gonzales
Phone
8002226868
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $14304”

Other Expenses.1012

“Insurance $1600”

Other Expenses.1

“Contract Labor $91606”

Other Expenses.2

“Miscellaneous Expense $9550”

Other Expenses.3

“supplies $6382”

Other Expenses.4

“Delivery Expenses $3440”

Other Expenses.5

“Rent $2602”

Other Expenses.6

“Charitable Contribution $877”

Other Expenses.7

“Dues & Subcriptions $193”

Other Expenses.8

“Telephone $180”

Other Expenses.9

“Bank Charges $53”

Total Liabilities.1

“APIC - Beginning $0 APIC - Ending $13300”

Raw XML Appendix151 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Autumn Tate Holmes
IRS990EZ/BooksInCareOfDetail/PhoneNum06266447231
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016502 CASA GRANDE AVENUE UNIT 353
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fontana
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092336
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067527
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0185014
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt054227
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067527
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0185014
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054227
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054227
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Autumn Tate Holmes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ariel Tolefree Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Betty Thomas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0130787
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Working to improve the social determinants of health for marginalized communities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Working to improve the social determinants of health for marginalized communities.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013300
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0130787
IRS990EZ/TotalRevenueAmt0185014
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0185014
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0185014
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0185014
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0185014
IRS990ScheduleA/Total509Grp/TotalAmt0185014
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0185014
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0185014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $14304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Contract Labor $91606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous Expense $9550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4supplies $6382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Delivery Expenses $3440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rent $2602
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Charitable Contribution $877
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Dues & Subcriptions $193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Telephone $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank Charges $53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11APIC - Beginning $0 APIC - Ending $13300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Autumn Tate Holmes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06266447231
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SET FOR LIFE
ReturnHeader/Filer/BusinessNameControlTxt0SETF
ReturnHeader/Filer/EIN0205123504
ReturnHeader/Filer/PhoneNum06266447231
ReturnHeader/Filer/USAddress/AddressLine1Txt0830 N Pasadena Avenue
ReturnHeader/Filer/USAddress/CityNm0Pasadena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454608263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt01800ACCOUNTANT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0260 MADISON AVE 10TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010016
ReturnHeader/PreparerPersonGrp/PhoneNum08002226868
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony James Gonzales
ReturnHeader/ReturnTs02024-05-23T07:08:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Autumn
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Tate Holmes
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,527
Liabilities
$13,300
Net assets
$54,227
Revenue
$185,014
Expenses
$130,787
Net income
$54,227
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.76$2.29$1.64$0.65
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.13$0.54$1.85$1.31$0.54
2023Summary only. Only limited summary data is available for this year.$0.68$0.13$1.85$1.31$0.54