Civic Intelligence

Saret Charitable Fundraising Organization

990EZ • Fiscal year 2022 • EIN 36-3385164

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 03, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

36th percentile

-1.8%

Higher net margin than 36% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

37th percentile

-5.8%

Faster asset growth than 37% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-5.2%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$18,228

Down $1,128 (-5.8%) from 2021

Net Assets

Down

$18,228

Down $1,128 (-5.8%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin36th percentile

Revenue

Down

$61,356

Down $3,352 (-5.2%) from 2021

Expenses

Up

$62,484

Up $3,044 (+5.1%) from 2021

Net Income

Down

-$1,128

Down $6,396 (-121%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2022

Assets$18,228
Liabilities-
Net Assets$18,228
Open 2022 Filing

Operations Trend

Revenue Growth35th 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

2022

Revenue$61,356
Expenses$62,484
Net Income-$1,128
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 3, 2023
Return Version
2022v5.0
Gross Receipts
$61,356
Mission and Program Overview

Mission

Assistance to people in need

Saret provides emergency housing assistance.

Program Services

DescriptionGrantsExpenses
HOUSING AND OTHER ASSISTANCE FOR THE POOR-$57,827
SHORT TERM HOUSING FOR THE POOR HOUSING FOR THE DISABLED SERVICES FOR THE POOR--
EMERGENCY ASSISTANCE TO FAMILIES--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHANA S BERNSTEINPresident-$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 S Bernstein
Title
President
Phone
6307904600
Signed
2023-09-03

Preparer

Firm
Zen Wealth Management Group Inc
Address
2257 W IRVING PARK RD STE 1, CHICAGO, IL 60618-4593
Preparer
Jim Brewer CPA
Phone
7732481000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 35 auto-administrative 181 auto assistance 929 bank charges 5 charirable assistance 12,740 fuel assistance 146 dues & subscriptions 648 food & supplies assistance 175 license and permits 85 ouside services 1,200 postage & delivery 203 supplies 33 supplies- assistance 6 telephone-assistance 243 utilities assistance 102 miscellaneous unclassified 466 health insurance 158 total 17,355”

Form 990-ez, Part III, Line 31

“Housing and other assistance for the poor”

Raw XML Appendix130 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/BOYAmt019356
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018228
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt061356
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1128
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01900
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019356
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018228
IRS990EZ/GrossReceiptsAmt061356
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019356
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018228
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019356
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018228
IRS990EZ/OccupancyRentUtltsAndMaintAmt043229
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
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 S 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/OtherExpensesTotalAmt017355
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SARET PROVIDES EMERGENCY HOUSING ASSISTANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SHORT TERM HOUSING FOR THE POOR HOUSING FOR THE DISABLED SERVICES FOR THE POOR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EMERGENCY ASSISTANCE TO FAMILIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HOUSING AND OTHER ASSISTANCE FOR THE POOR
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057827
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062484
IRS990EZ/TotalProgramServiceExpensesAmt057827
IRS990EZ/TotalRevenueAmt061356
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt061356
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt064708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt057851
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt061397
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0245312
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0245312
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064708
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057851
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061397
IRS990ScheduleA/Total509Grp/TotalAmt0245312
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061356
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064708
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057851
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061397
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0245312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 35 AUTO-ADMINISTRATIVE 181 AUTO ASSISTANCE 929 BANK CHARGES 5 CHARIRABLE ASSISTANCE 12,740 FUEL ASSISTANCE 146 DUES & SUBSCRIPTIONS 648 FOOD & SUPPLIES ASSISTANCE 175 LICENSE AND PERMITS 85 OUSIDE SERVICES 1,200 POSTAGE & DELIVERY 203 SUPPLIES 33 SUPPLIES- ASSISTANCE 6 TELEPHONE-ASSISTANCE 243 UTILITIES ASSISTANCE 102 MISCELLANEOUS UNCLASSIFIED 466 HEALTH INSURANCE 158 TOTAL 17,355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HOUSING AND OTHER ASSISTANCE FOR THE POOR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHANA S BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06307904600
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-03
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270981465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ZEN WEALTH MANAGEMENT GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02257 W IRVING PARK RD STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606184593
ReturnHeader/PreparerPersonGrp/PhoneNum07732481000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIM BREWER CPA
ReturnHeader/ReturnTs02023-09-11T10:14:20-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHANA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERNSTEIN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,228
Liabilities
-
Net assets
$18,228
Revenue
$61,356
Expenses
$62,484
Net income
-$1,128
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits