Civic Intelligence

Safely Somewhere Foundation

EIN 46-3563465 • 501(c)3 • Gilbert, AZ

Profile

At the heart of the safely somewhere foundation, our mission is to assist the medical community with locating a safe living environment for those that are underfunded and no longer able to live independently. This mission is guided by the understanding that patient advocacy needs to encompass the full spectrum of care with focus on physical, familial, emotional, mental and financial health. From this perspective, we are able to maximize the efforts of our partners and give back to the community to provide an environment that allows for safety, independence, and well being to live and flouish.

4130 E Palo Verde StreetGilbert, AZ 85286

www.safelysomewhere.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

49th percentile

1.0%

Higher net margin than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

6.5%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$15,042

Up $2,004 (+15%) from 2023

Liabilities

Down

$0

Down $253 (-100%) from 2023

Net Assets

Up

$15,042

Up $2,257 (+18%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin49th percentile

Revenue

Up

$221,425

Up $13,568 (+6.5%) from 2023

Expenses

Up

$219,168

Up $10,329 (+4.9%) from 2023

Net Income

Up

$2,257

Up $3,239 (+330%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$40K$30K$20K$10K$0Assets 2015: $30,815Liabilities 2015: $12,426Net Assets 2015: $18,3892015Assets 2016: $25,202Liabilities 2016: $12,597Net Assets 2016: $12,6052016Assets 2017: $39,297Liabilities 2017: $4,081Net Assets 2017: $35,2162017Assets 2018: $9,522Liabilities 2018: $1,062Net Assets 2018: $8,4602018Assets 2019: $15,664Liabilities 2019: $3,027Net Assets 2019: $12,6372019Assets 2020: $7,367Liabilities 2020: $0Net Assets 2020: $7,3672020Assets 2021: $29,382Liabilities 2021: $422Net Assets 2021: $28,9602021Assets 2022: $14,035Liabilities 2022: $268Net Assets 2022: $13,7672022Assets 2023: $13,038Liabilities 2023: $253Net Assets 2023: $12,7852023Assets 2024: $15,042Liabilities 2024: $0Net Assets 2024: $15,0422024

Highlighted filing

2024

Assets$15,042
Liabilities$0
Net Assets$15,042
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $131,622Expenses 2015: $116,483Net Income 2015: $15,1392015Revenue 2016: $493,192Expenses 2016: $498,976Net Income 2016: -$5,7842016Revenue 2017: $520,674Expenses 2017: $498,063Net Income 2017: $22,6112017Revenue 2018: $393,341Expenses 2018: $420,097Net Income 2018: -$26,7562018Revenue 2019: $257,561Expenses 2019: $253,384Net Income 2019: $4,1772019Revenue 2020: $191,203Expenses 2020: $190,832Net Income 2020: $3712020Revenue 2021: $229,801Expenses 2021: $208,208Net Income 2021: $21,5932021Revenue 2022: $188,501Expenses 2022: $203,694Net Income 2022: -$15,1932022Revenue 2023: $207,857Expenses 2023: $208,839Net Income 2023: -$9822023Revenue 2024: $221,425Expenses 2024: $219,168Net Income 2024: $2,2572024

Highlighted filing

2024

Revenue$221,425
Expenses$219,168
Net Income$2,257
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,042
Liabilities
$0
Net assets
$15,042
Revenue
$221,425
Expenses
$219,168
Net income
$2,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$2.21$2.19$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$2.08$2.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$1.89$2.04$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$2.30$2.08$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.91$1.91$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.16$0.03$0.13$2.58$2.53$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.01$0.08$3.93$4.20$0.27
2017Detailed filing. Detailed filing data is available for this year.$0.39$0.04$0.35$5.21$4.98$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.13$0.13$4.93$4.99$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.12$0.18$1.32$1.16$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 9, 2025
Return Version
2024v5.0
Gross Receipts
$221,425
Mission and Program Overview

Mission

At the heart of the safely somewhere foundation, our mission is to assist the medical community with locating a safe living environment for those that are underfunded and no longer able to live independently. This mission is guided by the understanding that patient advocacy needs to encompass the full spectrum of care with focus on physical, familial, emotional, mental and financial health. From this perspective, we are able to maximize the efforts of our partners and give back to the community to provide an environment that allows for safety, independence, and well being to live and flourish.

Organized and operated exclusively for our charitable purpose: specifically to assist the elderly/medically ill that cannot afford the care of assisted living once they are no longer able to safely live independently.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$12,785$15,042▲ $2,257
Cash and Non-Interest-Bearing Accounts$9,551$11,579▲ $2,028
Total Assets$13,038$15,042▲ $2,004
Other Assets Total$3,487$3,463▼ $24
Liabilities
Accounts Payable and Accrued Expenses$253--
Total Liabilities$253$0▼ $253
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,785$15,042▲ $2,257
Total Liabilities and Net Assets / Fund Balance$13,038$15,042▲ $2,004

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,463--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Mathieu BruneauChairman
Allyson SnowBoard Member
Paige Fairbanks GunnBoard Member
Oscar GarciaOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$221,425
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$2,257
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$190,311
Salaries, Compensation, and Employee Benefits$28,857
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$25,500--$25,500
All Other Expenses$7,042$20-$7,062
Payroll Taxes$3,357--$3,357
Other Expenses$2,059--$2,059
Total Functional Expenses$219,148$20$0$219,168
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Reviewed by the signing officer and board”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Safely Somewhere Foundation
EIN
46-3563465
Address
4130 E PALO VERDE STREET, GILBERT, AZ 85286

Signing Officer

Name
Oscar Garcia
Title
Officer
Signed
2025-07-09

Organization Details

Principal Officer
Oscar Garcia
Formed
2013
Legal Domicile
Az
Voting Board Members
3
Independent Board Members
3
Employees
1

Preparer

Firm
Concierge Consulting and Accounting
Address
9903 E BELL ROAD SUITE 110, SCOTTSDALE, AZ 85260
Preparer
Theresa Valade
Phone
4803722543
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“At the heart of the safely somewhere foundation, our mission is to assist the medical community with locating a safe living environment for those that are underfunded and no longer able to live independently. This mission is guided by the understanding that patient advocacy needs to encompass the full spectrum of care with focus on physical, familial, emotional, mental and financial health. From this perspective, we are able to maximize the efforts of our partners and give back to the community to provide an environment that allows for safety, independence, and well being to live and flourish.”

Form 990, Page 2, Part III, Line 4D

“In this program we assisted underfunded individuals with the costs of assisted living, related medications, expenses and room and board”

Raw XML Appendix277 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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IRS990/ActivityOrMissionDesc0ORGANIZED AND OPERATED EXCLUSIVELY FOR OUR CHARITABLE PURPOSE: SPECIFICALLY TO ASSIST THE ELDERLY/MEDICALLY ILL THAT CANNOT AFFORD THE CARE OF ASSISTED LIVING ONCE THEY ARE NO LONGER ABLE TO SAFELY LIVE INDEPENDENTLY.
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IRS990/BooksInCareOfDetail/PersonNm0SAFLEY SOMEWHERE
IRS990/BooksInCareOfDetail/PhoneNum06027343654
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04130 E PALO VERDE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0GILBERT
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IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
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IRS990/Form990PartVIISectionAGrp/PersonNm2PAIGE FAIRBANKS GUNN
IRS990/Form990PartVIISectionAGrp/PersonNm3ALLYSON SNOW
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0221425
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0AT THE HEART OF THE SAFELY SOMEWHERE FOUNDATION, OUR MISSION IS TO ASSIST THE MEDICAL COMMUNITY WITH LOCATING A SAFE LIVING ENVIRONMENT FOR THOSE THAT ARE UNDERFUNDED AND NO LONGER ABLE TO LIVE INDEPENDENTLY. THIS MISSION IS GUIDED BY THE UNDERSTANDING THAT PATIENT ADVOCACY NEEDS TO ENCOMPASS THE FULL SPECTRUM OF CARE WITH FOCUS ON PHYSICAL, FAMILIAL, EMOTIONAL, MENTAL AND FINANCIAL HEALTH. FROM THIS PERSPECTIVE, WE ARE ABLE TO MAXIMIZE THE EFFORTS OF OUR PARTNERS AND GIVE BACK TO THE COMMUNITY TO PROVIDE AN ENVIRONMENT THAT ALLOWS FOR SAFETY, INDEPENDENCE, AND WELL BEING TO LIVE AND FLOURISH.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt012785
IRS990/NetAssetsOrFundBalancesEOYAmt015042
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc2TELECOMMUNICATIONS
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IRS990/OtherExpensesGrp/ProgramServicesAmt22269
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0IN THIS PROGRAM WE ASSISTED UNDERFUNDED INDIVIDUALS WITH THE COSTS OF ASSISTED LIVING, RELATED MEDICATIONS, EXPENSES AND ROOM AND BOARD
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AT THE HEART OF THE SAFELY SOMEWHERE FOUNDATION, OUR MISSION IS TO ASSIST THE MEDICAL COMMUNITY WITH LOCATING A SAFE LIVING ENVIRONMENT FOR THOSE THAT ARE UNDERFUNDED AND NO LONGER ABLE TO LIVE INDEPENDENTLY. THIS MISSION IS GUIDED BY THE UNDERSTANDING THAT PATIENT ADVOCACY NEEDS TO ENCOMPASS THE FULL SPECTRUM OF CARE WITH FOCUS ON PHYSICAL, FAMILIAL, EMOTIONAL, MENTAL AND FINANCIAL HEALTH. FROM THIS PERSPECTIVE, WE ARE ABLE TO MAXIMIZE THE EFFORTS OF OUR PARTNERS AND GIVE BACK TO THE COMMUNITY TO PROVIDE AN ENVIRONMENT THAT ALLOWS FOR SAFETY, INDEPENDENCE, AND WELL BEING TO LIVE AND FLOURISH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN THIS PROGRAM WE ASSISTED UNDERFUNDED INDIVIDUALS WITH THE COSTS OF ASSISTED LIVING, RELATED MEDICATIONS, EXPENSES AND ROOM AND BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY THE SIGNING OFFICER AND BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
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IRS990/TotalLiabilitiesGrp/BOYAmt0253
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012785
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015042
IRS990/TotalOtherProgSrvcExpenseAmt0219148
IRS990/TotalProgramServiceExpensesAmt0219148
IRS990/TotalProgramServiceRevenueAmt0221425
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0221425
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0221425
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013038
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015042
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04130 E PALO VERDE STREET
IRS990/USAddress/CityNm0GILBERT
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085296
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.SAFELYSOMEWHERE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0OSCAR GARCIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAFELY SOMEWHERE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAFE
ReturnHeader/Filer/EIN0463563465
ReturnHeader/Filer/USAddress/AddressLine1Txt04130 E PALO VERDE STREET
ReturnHeader/Filer/USAddress/CityNm0GILBERT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085286
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0825286639
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONCIERGE CONSULTING AND ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09903 E BELL ROAD SUITE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCOTTSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085260
ReturnHeader/PreparerPersonGrp/PhoneNum04803722543
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA VALADE
ReturnHeader/ReturnTs02025-07-18T16:07:45-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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