Civic Intelligence

Saret Charitable Fund

EIN 36-3385164 • 501(c)3 • Glen Ellyn, IL

Profile

Housing and other assistance to the poor

P O Box 3340Glen Ellyn, IL 60138

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

50th percentile

1.7%

Higher net margin than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-13%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$13,767

Down $4,461 (-24%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$13,767

Down $4,461 (-24%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin50th percentile

Revenue

Up

$83,767

Up $22,411 (+37%) from 2022

Expenses

Up

$82,312

Up $19,828 (+32%) from 2022

Net Income

Up

$1,455

Up $2,583 (+229%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$10K$0-$10KAssets 2015: $3,690Liabilities 2015: $3,351Net Assets 2015: -$1,1612015Assets 2016: $14,478Net Assets 2016: $14,4782016Assets 2017: $13,206Net Assets 2017: $13,2062017Assets 2018: $11,886Net Assets 2018: $11,8862018Assets 2020: $14,088Net Assets 2020: $14,0882020Assets 2021: $19,356Net Assets 2021: $19,3562021Assets 2022: $18,228Net Assets 2022: $18,2282022Assets 2024: $13,767Liabilities 2024: $0Net Assets 2024: $13,7672024

Highlighted filing

2024

Assets$13,767
Liabilities$0
Net Assets$13,767
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2015: $77,314Expenses 2015: $80,285Net Income 2015: -$2,9712015Revenue 2016: $48,478Expenses 2016: $33,764Net Income 2016: $14,7142016Revenue 2017: $60,475Expenses 2017: $59,946Net Income 2017: $5292017Revenue 2018: $62,318Expenses 2018: $63,638Net Income 2018: -$1,3202018Revenue 2020: $57,851Expenses 2020: $52,143Net Income 2020: $5,7082020Revenue 2021: $64,708Expenses 2021: $59,440Net Income 2021: $5,2682021Revenue 2022: $61,356Expenses 2022: $62,484Net Income 2022: -$1,1282022Revenue 2024: $83,767Expenses 2024: $82,312Net Income 2024: $1,4552024

Highlighted filing

2024

Revenue$83,767
Expenses$82,312
Net Income$1,455
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,767
Liabilities
$0
Net assets
$13,767
Revenue
$83,767
Expenses
$82,312
Net income
$1,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$83.8$82.3$1.46
2022Detailed filing. Detailed filing data is available for this year.$18.2$18.2$61.4$62.5$1.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$19.4$64.7$59.4$5.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$14.1$57.9$52.1$5.71
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$11.9$62.3$63.6$1.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$13.2$60.5$59.9$0.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$14.5$48.5$33.8$14.7
2015Detailed filing. Detailed filing data is available for this year.$3.69$3.35$1.16$77.3$80.3$2.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 24, 2025
Return Version
2024v5.1
Gross Receipts
$83,767
Mission and Program Overview

Mission

Assistance to people in need

Housing and other assistance to the poor

Program Services

DescriptionGrantsExpenses
PROVDING HOUSING,LOCAL TRANSPORTATION AND OTHER ASSISTANCE FOR THE POOR-$82,312
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHANA S BERNSTEINPresident-$0--
Karen SchultzSecretary-$0--
James DoronTreasurer-$0--
Grace GreenbergDirector-$0--
Filing and Contact Details

Filer

Filer Name
Saret Charitable Fund
EIN
36-3385164
In Care Of
% CHANA S BERNSTEIN
Phone
6309984760
Address
P O BOX 3340, GLEN ELLYN, IL 60138

Signing Officer

Name
Chana S Bernstein
Title
President
Phone
6307904600
Signed
2025-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Vantage Point Tax & Accounting
Address
460 N Main St Ste 300, Glen Ellyn, IL 60137
Preparer
John Beck
Phone
6308711155
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountrefunds 35”

Description of other expenses Part I line 16

“Description amountadvertising 219auto-assistance 3,244bank charges 8charitable assistance 5,636dues and subs 678food & supplies 337fuel assistance 129insurance assistance 399licenses and permits 14motel assistance 12,186postage and delivery 217professional services 3,360rent assistance 54,747telephone admin 249telephone assistance 889”

Raw XML Appendix149 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/PersonNm0CHANA S BERNSTEIN
IRS990EZ/BooksInCareOfDetail/PhoneNum06307904600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01301 WINONA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AURORA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0605063646
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012312
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013767
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt083732
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01455
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012312
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013767
IRS990EZ/GrossReceiptsAmt083767
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012312
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013767
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012312
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013767
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHANA S BERNSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karen Schultz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2James Doron
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Grace Greenberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt082312
IRS990EZ/OtherRevenueTotalAmt035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HOUSING AND OTHER ASSISTANCE TO THE POOR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVDING HOUSING,LOCAL TRANSPORTATION AND OTHER ASSISTANCE FOR THE POOR
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt082312
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt082312
IRS990EZ/TotalProgramServiceExpensesAmt082312
IRS990EZ/TotalRevenueAmt083767
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt083732
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt058750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt061356
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt064708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt057851
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0326397
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0326397
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083732
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064708
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057851
IRS990ScheduleA/Total509Grp/TotalAmt0326397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083732
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061356
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt064708
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057851
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0326397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTREFUNDS 35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADVERTISING 219AUTO-ASSISTANCE 3,244BANK CHARGES 8CHARITABLE ASSISTANCE 5,636DUES AND SUBS 678FOOD & SUPPLIES 337FUEL ASSISTANCE 129INSURANCE ASSISTANCE 399LICENSES AND PERMITS 14MOTEL ASSISTANCE 12,186POSTAGE AND DELIVERY 217PROFESSIONAL SERVICES 3,360RENT ASSISTANCE 54,747TELEPHONE ADMIN 249TELEPHONE ASSISTANCE 889
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHANA S BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06307904600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARET CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0SARE
ReturnHeader/Filer/EIN0363385164
ReturnHeader/Filer/InCareOfNm0% CHANA S BERNSTEIN
ReturnHeader/Filer/PhoneNum06309984760
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 3340
ReturnHeader/Filer/USAddress/CityNm0GLEN ELLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060138
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873955231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vantage Point Tax & Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0460 N Main St Ste 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glen Ellyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060137
ReturnHeader/PreparerPersonGrp/PhoneNum06308711155
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN BECK
ReturnHeader/ReturnTs02025-06-24T11:41:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits