Civic Intelligence

Cero Foundation

990EZ • Fiscal year 2018 • EIN 45-0797439

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 02, 2019

Organization Profilewww.cerofoundation.org
301 Poinciana DriveBirmingham, AL 35209

(205) 807-1960

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

$7,195

No earlier filing loaded for comparison.

Net Assets

$7,195

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin86th percentile

Revenue

$15,859

No earlier filing loaded for comparison.

Expenses

$10,364

No earlier filing loaded for comparison.

Net Income

$5,495

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$7,195
Liabilities$0
Net Assets$7,195
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$15,859
Expenses$10,364
Net Income$5,495
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 2, 2019
Return Version
2018v3.1
Gross Receipts
$15,859
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$10,364
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann Marie JordanDirector-$0--
Bob McKennaDirector-$0--
Jami B DonaldsonExecutive Director-$0--
Brad HendersonProgram 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
2019-10-02
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 8 - Other Revenue

“Description: T-shirt sales. Amount: 589.”

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

“Description: Camp McDowell. Amount: 150. Description: Miscellaneous. Amount: 84. Total to Form 990-EZ, line 16: 234.”

Raw XML Appendix150 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/PhoneNum02058071960
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0301 Poinciana Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Birmingham
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01700
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07195
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ann Marie Jordan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bob McKenna
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jami B Donaldson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Brad Henderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Program Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0234
IRS990EZ/OtherRevenueTotalAmt0589
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/ProgramServiceExpensesAmt010364
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt010025
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/TotalExpensesAmt010364
IRS990EZ/TotalProgramServiceExpensesAmt010364
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cerofoundation.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015270
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032120
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01178
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt033298
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt017439
IRS990ScheduleA/Total509Grp/TotalAmt033298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt017439
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt033298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: T-shirt sales. Amount: 589.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Camp McDowell. Amount: 150. Description: Miscellaneous. Amount: 84. Total to Form 990-EZ, line 16: 234.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 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/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jami B Donaldson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02058071960
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-02
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
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ReturnHeader/FilingSecurityInformation/IPTm009:28:49
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/PreparationDt02019-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lewis F Jones Jr
ReturnHeader/ReturnTs02019-10-07T13:28:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,195
Liabilities
$0
Net assets
$7,195
Revenue
$15,859
Expenses
$10,364
Net income
$5,495
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