Civic Intelligence

Elevate Charities

990 • Fiscal year 2017 • EIN 26-3458040

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileWWW.HOMEFOUNDATION.ORG
27101 Puerta Real Suite 450Mission Viejo, CA 92691

(949) 487-9500

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.06x

Higher debt load relative to assets than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.06x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

30th percentile

-8.8%

Faster asset growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

77th percentile

26%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$416,959

Down $40,146 (-8.8%) from 2016

Net Assets

Down

$393,235

Down $60,726 (-13%) from 2016

Liabilities

Up

$23,724

Up $20,580 (+655%) from 2016

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin19th percentile

Revenue

Up

$399,336

Up $82,559 (+26%) from 2016

Expenses

Up

$459,589

Up $214,518 (+88%) from 2016

Net Income

Down

-$60,253

Down $131,959 (-184%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$30M$20M$10M$0Assets 2015: $558,982Liabilities 2015: $176,727Net Assets 2015: $382,2552015Assets 2016: $457,105Liabilities 2016: $3,144Net Assets 2016: $453,9612016Assets 2017: $416,959Liabilities 2017: $23,724Net Assets 2017: $393,2352017Assets 2019: $503,044Liabilities 2019: $32,364Net Assets 2019: $470,6802019Assets 2020: $515,351Liabilities 2020: $0Net Assets 2020: $515,3512020Assets 2021: $1,138,494Liabilities 2021: $501Net Assets 2021: $1,137,9932021Assets 2022: $1,471,336Liabilities 2022: $36,828Net Assets 2022: $1,434,5082022Assets 2023: $22,008,397Liabilities 2023: $47,948Net Assets 2023: $21,960,4492023Assets 2024: $22,513,541Liabilities 2024: $53,036Net Assets 2024: $22,460,5052024

Highlighted filing

2017

Assets$416,959
Liabilities$23,724
Net Assets$393,235
Open 2017 Filing

Operations Trend

Revenue Growth77th percentile

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

$30M$20M$10M$0-$10MRevenue 2015: $258,350Expenses 2015: $184,562Net Income 2015: $73,7882015Revenue 2016: $316,777Expenses 2016: $245,071Net Income 2016: $71,7062016Revenue 2017: $399,336Expenses 2017: $459,589Net Income 2017: -$60,2532017Revenue 2019: $1,666,008Expenses 2019: $1,677,492Net Income 2019: -$11,4842019Revenue 2020: $1,945,409Expenses 2020: $1,898,045Net Income 2020: $47,3642020Revenue 2021: $2,972,054Expenses 2021: $2,160,570Net Income 2021: $811,4842021Revenue 2022: $2,978,824Expenses 2022: $2,828,695Net Income 2022: $150,1292022Revenue 2023: $24,019,813Expenses 2023: $3,491,212Net Income 2023: $20,528,6012023Revenue 2024: $5,661,915Expenses 2024: $5,164,366Net Income 2024: $497,5492024

Highlighted filing

2017

Revenue$399,336
Expenses$459,589
Net Income-$60,253
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$399,336
Mission and Program Overview

Mission

Elevate charities is a non-profit organization engaged in a mission to enhance the quality of life for seniors, caretakers, and support in our communities through caring service, fulfilling essential needs, and providing education to caregivers.

The h.o.m.e. Foundation is a non-profit organization engaged in a mission to enhance the quality of life for seniors, caretakers, and support in our communities through caring service, fulfilling essential needs, and providing education to caregivers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$453,961$393,235▼ $60,726
Savings and Temporary Cash Investments-$250,551-
Cash and Non-Interest-Bearing Accounts$457,105$166,408▼ $290,697
Total Assets$457,105$416,959▼ $40,146
Liabilities
Accounts Payable and Accrued Expenses$3,144$23,724▲ $20,580
Total Liabilities$3,144$23,724▲ $20,580
Net Assets / Fund Balance
Total Net Assets Fund Balance$453,961$393,235▼ $60,726
Total Liabilities and Net Assets / Fund Balance$457,105$416,959▼ $40,146
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Dennielle De HerasSecretaryFT$63,856$63,856

Board Members and Trustees

NameTitle
Byron Laird WashburnPresident
Rick BakerDirector
Soon BurnamDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$399,261
Program Service Revenue
$0
Investment Income
$75
Other Revenue
$0
All Other Contributions
$161,517
Change in Net Assets
$-60,253
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$313,700
Total Fundraising Expense$251,080
Salaries, Compensation, and Employee Benefits$80,879
Grants and Similar Amounts Paid$65,010
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$0$0$140,014$140,014
Fees for Services Other$0$0$69,718$69,718
Grants to Domestic Orgs$65,010--$65,010
Current Officers, Directors, Trustees, and Key Employees$0$63,856$0$63,856
Travel$0$1,327$30,438$31,765
Payroll Taxes$0$17,023$0$17,023
Advertising$0$3,000$10,910$13,910
Conferences and Meetings$0$7,291$0$7,291
Fees for Services Accounting$0$5,915$0$5,915
Insurance$0$2,983$0$2,983
Office Expenses$0$1,459$0$1,459
Fees for Services Legal$0$47$0$47
All Other Expenses$0$21$0$21
Total Functional Expenses$65,010$143,499$251,080$459,589
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Utah Health Care AssociationSalt Lake City, UT-Senior Care$31,200
Quality Care Health FoundationSacramento, CA-Education$20,000
Arizona Health Care AssociationPhoenix, AZ-Senior Care$11,620
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Home Foundation
EIN
26-3458040
Phone
9494879500
Address
27101 PUERTA REAL SUITE 450, MISSION VIEJO, CA 92691

Signing Officer

Name
Tyler Douglas
Title
Executive Director
Phone
9494879500
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tyler Douglas
Formed
2008
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
1
Volunteers
10

Preparer

Firm
Halverson & Company Inc
Address
761 GARDEN VIEW COURT SUITE 201, ENCINITAS, CA 92024
Preparer
Eric Koehle CPA
Phone
7609422608
Supplemental Narrative

Additional Explanations

Pt VI, Line 8A

“Form 990 is reviewed by the organization's signer to ensure that all information reported is accurate.”

Pt VI, Line 15B

“Employee reviews are approved by the board members.”

Pt VI, Line 19

“AVAILABLE UPON REQUEST”

Pt VI, Line 11B

“Form 990 is reviewed by the organization's signer to ensure that all information reported is accurate.”

Form 990, Part IX, Line 24E

“Bank charges 21. 0. 21. 0.”

Raw XML Appendix373 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.

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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ARIZONA HEALTH CARE ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UTAH HEALTH CARE ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2QUALITY CARE HEALTH FOUNDATION
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IRS990ScheduleI/RecipientTable/RecipientEIN1870306088
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12180 SOUTH 1300 EAST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22201 K STREET
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE ORGANIZATION'S SIGNER TO ENSURE THAT ALL INFORMATION REPORTED IS ACCURATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EMPLOYEE REVIEWS ARE APPROVED BY THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED BY THE ORGANIZATION'S SIGNER TO ENSURE THAT ALL INFORMATION REPORTED IS ACCURATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES 21. 0. 21. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1AZ
IRS990/StatesWhereCopyOfReturnIsFldCd2NV
IRS990/StatesWhereCopyOfReturnIsFldCd3TX
IRS990/StatesWhereCopyOfReturnIsFldCd4UT
IRS990/StatesWhereCopyOfReturnIsFldCd5CO
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0457105
IRS990/TotalAssetsEOYAmt0416959
IRS990/TotalAssetsGrp/BOYAmt0457105
IRS990/TotalAssetsGrp/EOYAmt0416959
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0399261
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0251080
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0143499
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt065010
IRS990/TotalFunctionalExpensesGrp/TotalAmt0459589
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03144
IRS990/TotalLiabilitiesEOYAmt023724
IRS990/TotalLiabilitiesGrp/BOYAmt03144
IRS990/TotalLiabilitiesGrp/EOYAmt023724
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0453961
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0393235
IRS990/TotalProgramServiceExpensesAmt065010
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt075
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0399336
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0457105
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0416959
IRS990/TotReportableCompRltdOrgAmt063856
IRS990/TravelGrp/FundraisingAmt030438
IRS990/TravelGrp/ManagementAndGeneralAmt01327
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt031765
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt027101 PUERTA REAL SUITE 450
IRS990/USAddress/CityNm0MISSION VIEJO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092691
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.HOMEFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TYLER DOUGLAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09494879500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOME FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOME
ReturnHeader/Filer/EIN0263458040
ReturnHeader/Filer/PhoneNum09494879500
ReturnHeader/Filer/USAddress/AddressLine1Txt027101 PUERTA REAL SUITE 450
ReturnHeader/Filer/USAddress/CityNm0MISSION VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092691
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0515BFC9BD3323072470C2B1BCC15B05DF9D12086
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId010E23536BB3F09C9A63136C1193EC22303DC6C95
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.80.166.162
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:56:35
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HALVERSON & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0761 GARDEN VIEW COURT SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINITAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092024
ReturnHeader/PreparerPersonGrp/PhoneNum07609422608
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC KOEHLE CPA
ReturnHeader/ReturnTs02018-11-13T13:57:08-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$416,959
Liabilities
$23,724
Net assets
$393,235
Revenue
$399,336
Expenses
$459,589
Net income
-$60,253
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.5$0.05$22.5$5.66$5.16$0.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.0$0.05$22.0$24.0$3.49$20.5
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.04$1.43$2.98$2.83$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$2.97$2.16$0.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$1.95$1.90$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.03$0.47$1.67$1.68$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.02$0.39$0.40$0.46$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.45$0.32$0.25$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.18$0.38$0.26$0.18$0.07