Civic Intelligence

Saret Charitable Fundraising Organization

990EZ • Fiscal year 2019 • EIN 36-3385164

Jan 01, 2019 to Dec 31, 2019 • Filed on May 13, 2020

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

(630) 790-4600

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

29th percentile

-5.7%

Higher net margin than 29% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

16th percentile

-30%

Faster asset growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

-1.5%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,379

Down $3,507 (-30%) from 2018

Net Assets

Down

$8,379

Down $3,507 (-30%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Down

$61,397

Down $921 (-1.5%) from 2018

Expenses

Up

$64,904

Up $1,266 (+2.0%) from 2018

Net Income

Down

-$3,507

Down $2,187 (-166%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth16th 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 2019: $8,379Net Assets 2019: $8,3792019Assets 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

2019

Assets$8,379
Liabilities-
Net Assets$8,379
Open 2019 Filing

Operations Trend

Revenue Growth46th 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 2019: $61,397Expenses 2019: $64,904Net Income 2019: -$3,5072019Revenue 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

2019

Revenue$61,397
Expenses$64,904
Net Income-$3,507
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 13, 2020
Return Version
2019v5.0
Gross Receipts
$61,397
Mission and Program Overview

Mission

Assistance to people in need

Saret provides emergency housing assistance.

Program Services

DescriptionGrantsExpenses
SHORT TERM HOUSING-$35,296
EMERGENCY ASSISTANCE TO FAMILIES-$29,608
Compensation and Service Providers
Top Officer Pay77th 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
Phone
6307904600
Address
PO BOX 3440, GLEN ELLYN, IL 60138

Signing Officer

Name
Chana Bernstein
Title
President
Phone
6307904600
Signed
2020-05-13

Preparer

Firm
Zen Wealth Management Group Inc
Address
2125 W IRVING PARK RD STE 1 OFC, CHICAGO, IL 60618-3972
Preparer
Jim Brewer
Phone
7732481000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses auto-administrative 790 auto assistance 3,756 bank charges 115 charirable assistance 13,117 fuel assistance 978 licenses 14 annual report 15 charitable donations 6,261 miscellaneous charity 946 professional services 600 supplies 197 supplies- charity 34 telephone 296 utilities assistance 4,910 total 32,029”

Raw XML Appendix122 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/PhoneNum06307904600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt023W081 WOODCROFT DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLEN ELLYN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060137
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011886
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08379
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt061397
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3507
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011886
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08379
IRS990EZ/GrossReceiptsAmt061397
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011886
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08379
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011886
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08379
IRS990EZ/OccupancyRentUtltsAndMaintAmt030370
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
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/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032029
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SARET PROVIDES EMERGENCY HOUSING ASSISTANCE.
IRS990EZ/PrintingPublicationsPostageAmt0105
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SHORT TERM HOUSING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EMERGENCY ASSISTANCE TO FAMILIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035296
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt129608
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064904
IRS990EZ/TotalProgramServiceExpensesAmt064904
IRS990EZ/TotalRevenueAmt061397
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt061397
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt061397
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt061397
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061397
IRS990ScheduleA/Total509Grp/TotalAmt061397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061397
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt061397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES AUTO-ADMINISTRATIVE 790 AUTO ASSISTANCE 3,756 BANK CHARGES 115 CHARIRABLE ASSISTANCE 13,117 FUEL ASSISTANCE 978 LICENSES 14 ANNUAL REPORT 15 CHARITABLE DONATIONS 6,261 MISCELLANEOUS CHARITY 946 PROFESSIONAL SERVICES 600 SUPPLIES 197 SUPPLIES- CHARITY 34 TELEPHONE 296 UTILITIES ASSISTANCE 4,910 TOTAL 32,029
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHANA BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06307904600
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARET CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0SARE
ReturnHeader/Filer/EIN0363385164
ReturnHeader/Filer/PhoneNum06307904600
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3440
ReturnHeader/Filer/USAddress/CityNm0GLEN ELLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060138
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId019B85EA6C7E666C0446B2CFE064201804D6D2FA4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId019B85EA6C7E666C0446B2CFE064201804D6D2FA4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0131.153.132.77
ReturnHeader/FilingSecurityInformation/IPDt02020-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm020:18:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270981465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ZEN WEALTH MANAGEMENT GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02125 W IRVING PARK RD STE 1 OFC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606183972
ReturnHeader/PreparerPersonGrp/PhoneNum07732481000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIM BREWER
ReturnHeader/ReturnTs02020-07-13T20:18:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,379
Liabilities
-
Net assets
$8,379
Revenue
$61,397
Expenses
$64,904
Net income
-$3,507
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
2019Detailed filing. Detailed filing data is available for this year.$8.38$8.38$61.4$64.9$3.51
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