Civic Intelligence

Cero Foundation

990EZ • Fiscal year 2019 • EIN 45-0797439

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 06, 2020

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

59th percentile

7.8%

Higher net margin than 59% 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

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$8,226

Up $1,031 (+14%) from 2018

Net Assets

Up

$8,226

Up $1,031 (+14%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin59th percentile

Revenue

Down

$13,150

Down $2,709 (-17%) from 2018

Expenses

Up

$12,119

Up $1,755 (+17%) from 2018

Net Income

Down

$1,031

Down $4,464 (-81%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

2019

Assets$8,226
Liabilities$0
Net Assets$8,226
Open 2019 Filing

Operations Trend

Revenue Growth27th percentile

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

2019

Revenue$13,150
Expenses$12,119
Net Income$1,031
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 6, 2020
Return Version
2019v5.1
Gross Receipts
$13,150
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$12,119
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bob McKennaDirector-$0--
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
2020-07-06
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: 256.”

Raw XML Appendix160 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/BOYAmt07195
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bob McKenna
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ann Marie Jordan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brad Henderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jami B Donaldson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Program Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Executive Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0256
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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012119
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt010178
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012119
IRS990EZ/TotalProgramServiceExpensesAmt012119
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cerofoundation.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015270
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0589
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01178
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017439
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015859
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt046448
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Miscellaneous. Amount: 256.
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/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jami B Donaldson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02058071960
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CERO Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CERO
ReturnHeader/Filer/EIN0450797439
ReturnHeader/Filer/PhoneNum02058071960
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 Poinciana Drive
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ReturnHeader/FilingSecurityInformation/IPTm011:36:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631133963
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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/PreparationDt02020-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lewis F Jones Jr
ReturnHeader/ReturnTs02020-07-14T18:36:51-05:00
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
$8,226
Liabilities
$0
Net assets
$8,226
Revenue
$13,150
Expenses
$12,119
Net income
$1,031
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