Civic Intelligence

Caring Cetera

990 • Fiscal year 2021 • EIN 45-3325154

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization ProfileWWW.CETERA.COM/PHILANTHROPY
2301 Rosecrans Ave Ste 5100El Segundo, CA 90245

(866) 489-3100

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

84th percentile

45%

Higher net margin than 84% of similar nonprofits.

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

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.

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

Asset Growth

87th percentile

80%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

96th percentile

399%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$213,503

Up $94,965 (+80%) from 2020

Net Assets

Up

$213,503

Up $94,965 (+80%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin84th percentile

Revenue

Up

$209,241

Up $167,345 (+399%) from 2020

Expenses

Up

$114,276

Up $99,264 (+661%) from 2020

Net Income

Up

$94,965

Up $68,081 (+253%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$400K$300K$200K$100K$0Assets 2016: $111,915Liabilities 2016: $02016Assets 2017: $96,120Liabilities 2017: $0Net Assets 2017: $96,1202017Assets 2018: $121,141Liabilities 2018: $0Net Assets 2018: $121,1412018Assets 2019: $91,654Liabilities 2019: $0Net Assets 2019: $91,6542019Assets 2020: $118,538Liabilities 2020: $0Net Assets 2020: $118,5382020Assets 2021: $213,503Liabilities 2021: $0Net Assets 2021: $213,5032021Assets 2022: $197,330Liabilities 2022: $0Net Assets 2022: $197,3302022Assets 2023: $276,929Liabilities 2023: $0Net Assets 2023: $276,9292023Assets 2024: $340,502Liabilities 2024: $0Net Assets 2024: $340,5022024

Highlighted filing

2021

Assets$213,503
Liabilities$0
Net Assets$213,503
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2016: $142,336Expenses 2016: $84,945Net Income 2016: $57,3912016Revenue 2017: $272,028Expenses 2017: $287,824Net Income 2017: -$15,7962017Revenue 2018: $168,398Expenses 2018: $143,377Net Income 2018: $25,0212018Revenue 2019: $315,747Expenses 2019: $345,234Net Income 2019: -$29,4872019Revenue 2020: $41,896Expenses 2020: $15,012Net Income 2020: $26,8842020Revenue 2021: $209,241Expenses 2021: $114,276Net Income 2021: $94,9652021Revenue 2022: $242,561Expenses 2022: $258,734Net Income 2022: -$16,1732022Revenue 2023: $587,628Expenses 2023: $508,029Net Income 2023: $79,5992023Revenue 2024: $351,121Expenses 2024: $287,548Net Income 2024: $63,5732024

Highlighted filing

2021

Revenue$209,241
Expenses$114,276
Net Income$94,965
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.2
Gross Receipts
$209,241
Mission and Program Overview

Mission

To help people who have suffered a loss due to a natural disaster and leave a generosity footprint in the cities we hold conferences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$118,538$213,503▲ $94,965
Total Assets$118,538$213,503▲ $94,965
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$118,538$213,503▲ $94,965
Total Net Assets Fund Balance$118,538$213,503▲ $94,965
Total Liabilities and Net Assets / Fund Balance$118,538$213,503▲ $94,965
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Brett HarrisonPresident
Mark ShelsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$209,222
Program Service Revenue
$0
Investment Income
$19
Other Revenue
$0
Change in Net Assets
$94,965
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$114,264
Other Expenses$12
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$114,264--$114,264
Other Expenses-$12-$12
Total Functional Expenses$114,264$12$0$114,276
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Utah Valley University FoundationOrem, UT501c3Scholarship Assistance$12,000
Kansas State University FoundationManhattan, KS501c3Scholarship Assistance$10,526
Asu FoundationTempe, AZ501c3Scholarship Assistance$10,000
California State University FoundatFresno, CA501c3Scholarship Assistance$10,000
Clark Atlanta University FoundationAtlanta, GA501c3Scholarship Assistance$10,000
Illinois State University FoundatioNormal, IL501c3Scholarship Assistance$10,000
Troops First FoundationMount Airy, MD501c3Assistance to Military Members$10,000
University of Akron FoundationAkron, OH501c3Scholarship Assistance$10,000
William Paterson University FoundatWayne, NJ501c3Scholarship Assistance$10,000
Whalen & Ives Incco--Benevolence Grant - Flood Damage$5,148
Delaware State University FoundatioDover, DE501c3Scholarship Assistance$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Conference----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“All officers and board members work for mutilple companies under a common parent corporation.”

Form 990 governing body review Part VI line 11

“Form 990 is presented to all board members and officers for review. Any issues noted are discussed with the return preparer and resolved.”

CEO executive director top management comp Part VI line 15A

“There is no compensation for any officer or manager.”

Other officer or key employee compensation Part VI line 15B

“Officers of caring cetera are not commpensated for services performed related to caring cetera.”

Governing documents etc available to public Part VI line 19

“Governing documents are avaiable regular business hours at 2300 rosecrans ave, suite 5100 el segundo, ca 90245.”

Filing and Contact Details

Filer

Filer Name
Caring Cetera
EIN
45-3325154
Address
2301 ROSECRANS AVE STE 5100, EL SEGUNDO, CA 90245

Signing Officer

Name
Mark Shelson
Title
Treasurer
Phone
8664893100
Signed
2022-05-12

Organization Details

Principal Officer
Mark Shelson
Formed
2011
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
2
Employees
0
Raw XML Appendix398 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.

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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3WILLIAM PATERSON UNIVERSITY FOUNDAT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF AKRON FOUNDATION
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5110 FAIRCHILD HALL
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL OFFICERS AND BOARD MEMBERS WORK FOR MUTILPLE COMPANIES UNDER A COMMON PARENT CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PRESENTED TO ALL BOARD MEMBERS AND OFFICERS FOR REVIEW. ANY ISSUES NOTED ARE DISCUSSED WITH THE RETURN PREPARER AND RESOLVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE IS NO COMPENSATION FOR ANY OFFICER OR MANAGER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS OF CARING CETERA ARE NOT COMMPENSATED FOR SERVICES PERFORMED RELATED TO CARING CETERA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAIABLE REGULAR BUSINESS HOURS AT 2300 ROSECRANS AVE, SUITE 5100 EL SEGUNDO, CA 90245.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
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ReturnHeader/Filer/BusinessNameControlTxt0CARI
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ReturnHeader/Filer/USAddress/AddressLine1Txt02301 ROSECRANS AVE STE 5100
ReturnHeader/Filer/USAddress/CityNm0EL SEGUNDO
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ReturnHeader/ReturnTs02022-05-13T15:43:56-04:00
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$213,503
Liabilities
$0
Net assets
$213,503
Revenue
$209,241
Expenses
$114,276
Net income
$94,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$3.51$2.88$0.64
2023Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$5.88$5.08$0.80
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$2.43$2.59$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$2.09$1.14$0.95
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.42$0.15$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$3.16$3.45$0.29
2018Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$1.68$1.43$0.25
2017Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$2.72$2.88$0.16
2016Summary only. Only limited summary data is available for this year.$1.12$0.00$1.42$0.85$0.57