Civic Intelligence

Cero Foundation

990EZ • Fiscal year 2020 • EIN 45-0797439

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 15, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

54th percentile

7.8%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

59th percentile

11%

Faster asset growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

-12%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$9,125

Up $899 (+11%) from 2019

Net Assets

Up

$9,125

Up $899 (+11%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin54th percentile

Revenue

Down

$11,590

Down $1,560 (-12%) from 2019

Expenses

Down

$10,691

Down $1,428 (-12%) from 2019

Net Income

Down

$899

Down $132 (-13%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2020

Assets$9,125
Liabilities$0
Net Assets$9,125
Open 2020 Filing

Operations Trend

Revenue Growth52nd 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

2020

Revenue$11,590
Expenses$10,691
Net Income$899
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 15, 2021
Return Version
2020v4.1
Gross Receipts
$11,590
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$10,691
Compensation and Service Providers
Top Officer Pay76th 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
2021-06-15
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: 120.”

Raw XML Appendix155 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
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Jami B Donaldson
IRS990EZ/BooksInCareOfDetail/PhoneNum02058071960
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0301 Poinciana Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Birmingham
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035209
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ann Marie Jordan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brad Henderson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0120
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/ProgramServiceExpensesAmt010691
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt010181
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/TotalExpensesAmt010691
IRS990EZ/TotalProgramServiceExpensesAmt010691
IRS990EZ/TotalRevenueAmt011590
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cerofoundation.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015270
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt056860
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01178
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt058038
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011590
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt015859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt017439
IRS990ScheduleA/Total509Grp/TotalAmt058038
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt013150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt015859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt017439
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt058038
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: 120.
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/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jami B Donaldson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02058071960
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-15
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/PreparationDt02021-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lewis F Jones Jr
ReturnHeader/ReturnTs02021-06-16T08:29:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jami
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Donaldson
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,125
Liabilities
$0
Net assets
$9,125
Revenue
$11,590
Expenses
$10,691
Net income
$899
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