Civic Intelligence

Saret Charitable Fundraising Organization

990EZ • Fiscal year 2016 • EIN 36-3385164

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 27, 2017

Organization ProfileN/A
PO Box 3440Glen Ellyn, IL 60138

(630) 842-8876

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

96th percentile

292%

Faster asset growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-37%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$14,478

Up $10,788 (+292%) from 2015

Net Assets

Up

$14,478

Up $15,639 (+1347%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Down

$48,478

Down $28,836 (-37%) from 2015

Expenses

Down

$33,764

Down $46,521 (-58%) from 2015

Net Income

Up

$14,714

Up $17,685 (+595%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$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

2016

Assets$14,478
Liabilities-
Net Assets$14,478
Open 2016 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$48,478
Expenses$33,764
Net Income$14,714
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 27, 2017
Return Version
2016v3.0
Gross Receipts
$48,478
Mission and Program Overview

Mission

Assistance to people in need

Program Services

DescriptionGrantsExpenses
Short term housing assistance provided to families$18,972-
Emergency assistance to families$11,750-
Emergency assistance to assist with job transportation$3,042-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chana BernsteinPresidentPT$0--
Karen SchultzSecretary-$0--
James DoronTreasurer-$0--
Grace GreenburgDirector-$0--
Filing and Contact Details

Filer

Filer Name
Saret Charitable Fund Organization
EIN
36-3385164
Address
PO Box 3440, Glen Ellyn, IL 60138

Signing Officer

Name
Chana Bernstein
Title
President
Signed
2017-06-27
Discuss with paid preparer
Yes

Preparer

Firm
Edwin E Fromer CPA
Address
277 W Elk Trail, Carol Stream, IL 60188
Preparer
Edwin E Fromer CPA
Phone
6308711155
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $55”

Other Expenses.1002

“Office Expenses $19”

Other Expenses.1

“Rental Assistance $18977”

Other Expenses.2

“Chartiable Assistance $2842”

Other Expenses.3

“Utilities Assistance $2316”

Other Expenses.4

“Fuel Assistance $2143”

Other Expenses.5

“Food & Supplies Assistance $2092”

Other Expenses.6

“Bank Charges $1724”

Other Expenses.7

“Outside Services $1608”

Other Expenses.8

“Auto Assistance $899”

Other Expenses.9

“License & Permits $454”

Other Expenses.10

“Miscellaneous $377”

Other Expenses.12

“Telephone $110”

Total Liabilities.1006

“Payable to Officers, Directors, Etc. - Beginning $1300 Payable to Officers, Directors, Etc. - Ending $0”

Total Liabilities.1008

“Unsecured Notes and Loans Payable - Beginning $1006 Unsecured Notes and Loans Payable - Ending $0”

Raw XML Appendix190 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 Bernstein
IRS990EZ/BooksInCareOfDetail/PhoneNum06308428876
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt023W081 Woodcroft Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Glen Ellyn
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060137
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02070
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014478
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt048478
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014714
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02070
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014478
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt048478
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-236
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014478
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-236
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014478
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chana Bernstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karen Schultz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2James Doron
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Grace Greenburg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033616
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Assistance to people in need
IRS990EZ/PrintingPublicationsPostageAmt0148
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Short term housing assistance provided to families
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Emergency assistance to families
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Emergency assistance to assist with job transportation
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018972
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt111750
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23042
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02306
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033764
IRS990EZ/TotalProgramServiceExpensesAmt033764
IRS990EZ/TotalRevenueAmt048478
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0400
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt01465
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt07295
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt09160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048478
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023433
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt077213
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt076362
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt068895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0294381
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0101
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0101
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0134
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93740
IRS990ScheduleA/PublicSupportPY509Pct00.92800
IRS990ScheduleA/PublicSupportTotal509Amt0276071
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0400
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01465
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt016445
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt018310
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt09150
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt09150
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048478
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt077213
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt076362
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068895
IRS990ScheduleA/Total509Grp/TotalAmt0294381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt048478
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt023466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt077314
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt076362
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068895
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0294515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rental Assistance $18977
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Chartiable Assistance $2842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Utilities Assistance $2316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Fuel Assistance $2143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Food & Supplies Assistance $2092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Charges $1724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Outside Services $1608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Auto Assistance $899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10License & Permits $454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Miscellaneous $377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Telephone $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Payable to Officers, Directors, Etc. - Beginning $1300 Payable to Officers, Directors, Etc. - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Unsecured Notes and Loans Payable - Beginning $1006 Unsecured Notes and Loans Payable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1008
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chana Bernstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Saret Charitable Fund Organization
ReturnHeader/Filer/BusinessNameControlTxt0SARE
ReturnHeader/Filer/EIN0363385164
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3440
ReturnHeader/Filer/USAddress/CityNm0Glen Ellyn
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060138
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Edwin E Fromer CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0277 W Elk Trail
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carol Stream
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060188
ReturnHeader/PreparerPersonGrp/PhoneNum06308711155
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edwin E Fromer CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-06-27T09:49:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,478
Liabilities
-
Net assets
$14,478
Revenue
$48,478
Expenses
$33,764
Net income
$14,714
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
2016Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits