Civic Intelligence

Saret Charitable Fundraising Organization

990EZ • Fiscal year 2017 • EIN 36-3385164

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 05, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

44th percentile

0.9%

Higher net margin than 44% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

75th percentile

25%

Faster revenue growth than 75% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$13,206

Down $1,272 (-8.8%) from 2016

Net Assets

Down

$13,206

Down $1,272 (-8.8%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Up

$60,475

Up $11,997 (+25%) from 2016

Expenses

Up

$59,946

Up $26,182 (+78%) from 2016

Net Income

Down

$529

Down $14,185 (-96%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2017

Assets$13,206
Liabilities-
Net Assets$13,206
Open 2017 Filing

Operations Trend

Revenue Growth75th 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

2017

Revenue$60,475
Expenses$59,946
Net Income$529
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 5, 2018
Return Version
2017v2.2
Gross Receipts
$60,475
Mission and Program Overview

Mission

Assistance to people in need

Program Services

DescriptionGrantsExpenses
Short term housing assistance provided to families$49,961-
Emergency assistance to families$6,770-
Emergency assistance to assist with job transportation$3,215-
Compensation and Service Providers
Top Officer Pay76th 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
EIN
36-3385164
Address
PO Box 3440, Glen Ellyn, IL 60138

Signing Officer

Name
Chana Bernstein
Title
President
Signed
2018-07-05
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 $100”

Other Expenses.1002

“Office Expenses $1353”

Other Expenses.1

“Rental Assistance $37118”

Other Expenses.2

“Utilities Assistance $6135”

Other Expenses.3

“Repairs $4252”

Other Expenses.4

“Outside Services $2646”

Other Expenses.5

“Chartiable Assistance $2641”

Other Expenses.6

“Auto Assistance $1921”

Other Expenses.7

“Fuel Assistance $1294”

Other Expenses.8

“Miscellaneous $1084”

Other Expenses.9

“Food & Supplies Assistance $601”

Other Expenses.10

“Tutition Assistance $400”

Other Expenses.11

“Telephone $152”

Other Expenses.12

“Bank Charges $129”

Raw XML Appendix189 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
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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/BOYAmt012677
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013206
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt060475
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0529
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012677
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013206
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt060475
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012677
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013206
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012677
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013206
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/OtherExpensesTotalAmt059826
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Assistance to people in need
IRS990EZ/PrintingPublicationsPostageAmt0120
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/GrantsAndAllocationsAmt049961
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16770
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23215
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059946
IRS990EZ/TotalProgramServiceExpensesAmt059946
IRS990EZ/TotalRevenueAmt060475
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt03000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0400
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt01465
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt07295
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt012160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt048478
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt023433
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt077213
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt076362
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0285961
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0101
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0101
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0134
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88520
IRS990ScheduleA/PublicSupportPY509Pct00.93740
IRS990ScheduleA/PublicSupportTotal509Amt0253251
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt014400
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0400
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt01465
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt016445
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt032710
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt011400
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt09150
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt020550
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060475
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048478
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt023433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077213
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt076362
IRS990ScheduleA/Total509Grp/TotalAmt0285961
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060475
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt048478
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt023466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt077314
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt076362
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0286095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1353
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rental Assistance $37118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Utilities Assistance $6135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Repairs $4252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Outside Services $2646
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Chartiable Assistance $2641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Auto Assistance $1921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Fuel Assistance $1294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Miscellaneous $1084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Food & Supplies Assistance $601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Tutition Assistance $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Telephone $152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Bank Charges $129
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.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chana Bernstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Saret Charitable Fund
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/PreparerFirmEIN0363487631
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/ReturnTs02018-07-05T07:33:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,206
Liabilities
-
Net assets
$13,206
Revenue
$60,475
Expenses
$59,946
Net income
$529
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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits