Civic Intelligence

Cero Foundation

EIN 45-0797439 • 501(c)3 • Birmingham, AL

Profile

To help people realize their own innate power and move from lives of dependence to lives of self-sufficiency through education and financial opportunity.

301 Poinciana DriveBirmingham, AL 35209

www.cerofoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

48th percentile

0.6%

Higher net margin than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

56th percentile

0.8%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

-1.6%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$9,195

Up $70 (+0.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$9,195

Up $70 (+0.8%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin48th percentile

Revenue

Down

$11,400

Down $190 (-1.6%) from 2020

Expenses

Up

$11,330

Up $639 (+6.0%) from 2020

Net Income

Down

$70

Down $829 (-92%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10K$5.0K$0Assets 2018: $7,195Liabilities 2018: $0Net Assets 2018: $7,1952018Assets 2019: $8,226Liabilities 2019: $0Net Assets 2019: $8,2262019Assets 2020: $9,125Liabilities 2020: $0Net Assets 2020: $9,1252020Assets 2021: $9,195Liabilities 2021: $0Net Assets 2021: $9,1952021

Highlighted filing

2021

Assets$9,195
Liabilities$0
Net Assets$9,195
Open 2021 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$15K$10K$5.0K$0Revenue 2018: $15,859Expenses 2018: $10,364Net Income 2018: $5,4952018Revenue 2019: $13,150Expenses 2019: $12,119Net Income 2019: $1,0312019Revenue 2020: $11,590Expenses 2020: $10,691Net Income 2020: $8992020Revenue 2021: $11,400Expenses 2021: $11,330Net Income 2021: $702021

Highlighted filing

2021

Revenue$11,400
Expenses$11,330
Net Income$70
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,195
Liabilities
$0
Net assets
$9,195
Revenue
$11,400
Expenses
$11,330
Net income
$70
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$11.4$11.3$0.07
2020Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$11.6$10.7$0.90
2019Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$13.2$12.1$1.03
2018Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$15.9$10.4$5.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 9, 2022
Return Version
2021v4.2
Gross Receipts
$11,400
Mission and Program Overview

Mission

To help people realize their own innate power and move from lives of dependence to lives of self-sufficiency through education and financial opportunity.

Program Services

DescriptionGrantsExpenses
To help people realize their own innate power and move from lives of dependence to lives of self-sufficiency through education and financial opportunity.$0$11,330
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann Marie JordanDirector-$0--
Brad HendersonProgram Director-$0--
Jami B DonaldsonExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
CERO Foundation
EIN
45-0797439
Phone
2058071960
Address
301 Poinciana Drive, Birmingham, AL 35209

Signing Officer

Name
Jami B Donaldson
Title
Executive Director
Phone
2058071960
Signed
2022-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Haynes Downard LLP
Address
3161 Cahaba Heights Road Suite 203, Birmingham, AL 35243
Preparer
Lewis F Jones Jr
Phone
2052543380
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Miscellaneous. Amount: 100.”

Raw XML Appendix157 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/ActivitiesNotPreviouslyRptInd00
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IRS990EZ/BooksInCareOfDetail/PhoneNum02058071960
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0301 Poinciana Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Birmingham
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09125
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IRS990EZ/GrossReceiptsAmt011400
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ann Marie Jordan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brad Henderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jami B Donaldson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Program Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To help people realize their own innate power and move from lives of dependence to lives of self-sufficiency through education and financial opportunity.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To help people realize their own innate power and move from lives of dependence to lives of self-sufficiency through education and financial opportunity.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011330
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt011040
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt011330
IRS990EZ/TotalProgramServiceExpensesAmt011330
IRS990EZ/TotalRevenueAmt011400
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cerofoundation.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015270
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt068260
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01178
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt069438
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011590
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt017439
IRS990ScheduleA/Total509Grp/TotalAmt069438
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt013150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt015859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt017439
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt069438
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Miscellaneous. Amount: 100.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jami B Donaldson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02058071960
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CERO Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CERO
ReturnHeader/Filer/EIN0450797439
ReturnHeader/Filer/PhoneNum02058071960
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 Poinciana Drive
ReturnHeader/Filer/USAddress/CityNm0Birmingham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631133963
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Haynes Downard LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03161 Cahaba Heights Road Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Birmingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02052543380
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lewis F Jones Jr
ReturnHeader/ReturnTs02022-06-10T09:27:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jami
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Donaldson
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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