Civic Intelligence

Saret Charitable Fundraising Organization

990EZ • Fiscal year 2023 • EIN 36-3385164

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 15, 2024

Organization ProfileN/A
P O Box 3340Glen Ellyn, IL 60138

(630) 790-4600

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

27th percentile

-10%

Higher net margin than 27% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

16th percentile

-32%

Faster asset growth than 16% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

39th percentile

-4.2%

Faster revenue growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$12,312

Down $5,916 (-32%) from 2022

Net Assets

Down

$12,312

Down $5,916 (-32%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin27th percentile

Revenue

Down

$58,750

Down $2,606 (-4.2%) from 2022

Expenses

Up

$64,666

Up $2,182 (+3.5%) from 2022

Net Income

Down

-$5,916

Down $4,788 (-424%) from 2022

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 2020: $14,088Net Assets 2020: $14,0882020Assets 2021: $19,356Net Assets 2021: $19,3562021Assets 2022: $18,228Net Assets 2022: $18,2282022Assets 2023: $12,312Liabilities 2023: $0Net Assets 2023: $12,3122023Assets 2024: $13,767Liabilities 2024: $0Net Assets 2024: $13,7672024

Highlighted filing

2023

Assets$12,312
Liabilities$0
Net Assets$12,312
Open 2023 Filing

Operations Trend

Revenue Growth39th 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 2023: $58,750Expenses 2023: $64,666Net Income 2023: -$5,9162023Revenue 2024: $83,767Expenses 2024: $82,312Net Income 2024: $1,4552024

Highlighted filing

2023

Revenue$58,750
Expenses$64,666
Net Income-$5,916
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 15, 2024
Return Version
2023v5.1
Gross Receipts
$58,750
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-$64,666
Compensation and Service Providers
Top Officer Pay78th 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
Address
P O Box 3340, Glen Ellyn, IL 60138

Signing Officer

Name
Chana S Bernstein
Title
President
Phone
6808428876
Signed
2024-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Vantage Point Tax & Accounting
Address
460 N Main St Ste 300, Glen Ellyn, IL 60137
Preparer
James P Brewer CPA
Phone
6308711155
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountAuto-Admin 355Auto-Assistance 2,173Bank Charges-Admin 410Charitable Assistance 10,281Food & Supplies Assistance 124Fuel Assistance 124Health Insurance Assistance 150Licenses-Admin 132Licenses-Assistance 240Local Tramsportation 65Miscellaneous 146Outside Services-Admin 320Postage and Delivery-Admin 212Professional Services 3,536Rent Assistance-Clients 45,403Supplies 18Telephone-Admin 700Telephone Assistance 58Utilities Assistance 219”

Raw XML Appendix138 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/BOYAmt018228
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012312
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt058750
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5916
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018228
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012312
IRS990EZ/GrossReceiptsAmt058750
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018228
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012312
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018228
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012312
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/OtherExpensesTotalAmt064666
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/ProgramServiceExpensesAmt064666
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064666
IRS990EZ/TotalProgramServiceExpensesAmt064666
IRS990EZ/TotalRevenueAmt058750
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt058750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt061356
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt064708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt057851
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt061397
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0304062
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0304062
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064708
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt057851
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061397
IRS990ScheduleA/Total509Grp/TotalAmt0304062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061356
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064708
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt057851
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061397
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0304062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAuto-Admin 355Auto-Assistance 2,173Bank Charges-Admin 410Charitable Assistance 10,281Food & Supplies Assistance 124Fuel Assistance 124Health Insurance Assistance 150Licenses-Admin 132Licenses-Assistance 240Local Tramsportation 65Miscellaneous 146Outside Services-Admin 320Postage and Delivery-Admin 212Professional Services 3,536Rent Assistance-Clients 45,403Supplies 18Telephone-Admin 700Telephone Assistance 58Utilities Assistance 219
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chana S Bernstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06808428876
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Saret Charitable Fund
ReturnHeader/Filer/BusinessNameControlTxt0SARE
ReturnHeader/Filer/EIN0363385164
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/PreparationDt02024-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James P Brewer CPA
ReturnHeader/ReturnTs02024-10-09T17:27:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,312
Liabilities
$0
Net assets
$12,312
Revenue
$58,750
Expenses
$64,666
Net income
-$5,916
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
2023Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$58.8$64.7$5.92
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