Civic Intelligence

Thriving in Place

EIN 47-3219728 • 501(c)3 • San Francisco, CA

Profile

The mission of the organization is to promote and provide services and opportunities to seniors and people with disabilities.

832 Folsom Street 9th FloorSan Francisco, CA 94107

www.tipsf.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 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

22nd percentile

-23%

Higher net margin than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

87th percentile

$6,480

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

25th percentile

-29%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

35th percentile

-16%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$98,272

Down $32,994 (-25%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$98,272

Down $32,994 (-25%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin22nd percentile

Revenue

Down

$145,287

Down $5,013 (-3.3%) from 2024

Expenses

Down

$178,281

Down $33,386 (-16%) from 2024

Net Income

Up

-$32,994

Up $28,373 (+46%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$300K$200K$100K$0Assets 2019: $15,603Liabilities 2019: $302019Assets 2020: $106,315Liabilities 2020: $5,049Net Assets 2020: $101,2662020Assets 2021: $183,265Liabilities 2021: $5,049Net Assets 2021: $178,2162021Assets 2022: $217,680Liabilities 2022: $0Net Assets 2022: $217,6802022Assets 2023: $192,633Liabilities 2023: $0Net Assets 2023: $192,6332023Assets 2024: $131,266Liabilities 2024: $0Net Assets 2024: $131,2662024Assets 2025: $98,272Liabilities 2025: $0Net Assets 2025: $98,2722025

Highlighted filing

2025

Assets$98,272
Liabilities$0
Net Assets$98,272
Open 2025 Filing

Operations Trend

Revenue Growth35th percentile

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

$400K$200K$0-$200KRevenue 2019: $60,000Expenses 2019: $48,178Net Income 2019: $11,8222019Revenue 2020: $245,000Expenses 2020: $159,337Net Income 2020: $85,6632020Revenue 2021: $368,545Expenses 2021: $291,545Net Income 2021: $77,0002021Revenue 2022: $225,177Expenses 2022: $181,791Net Income 2022: $43,3862022Revenue 2023: $204,098Expenses 2023: $228,994Net Income 2023: -$24,8962023Revenue 2024: $150,300Expenses 2024: $211,667Net Income 2024: -$61,3672024Revenue 2025: $145,287Expenses 2025: $178,281Net Income 2025: -$32,9942025

Highlighted filing

2025

Revenue$145,287
Expenses$178,281
Net Income-$32,994
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,272
Liabilities
$0
Net assets
$98,272
Revenue
$145,287
Expenses
$178,281
Net income
-$32,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.45$1.78$0.33
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$1.50$2.12$0.61
2023Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$2.04$2.29$0.25
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$2.25$1.82$0.43
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.05$1.78$3.69$2.92$0.77
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.05$1.01$2.45$1.59$0.86
2019Summary only. Only limited summary data is available for this year.$0.16$0.00$0.60$0.48$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 15, 2025
Return Version
2024v5.0
Gross Receipts
$145,287
Mission and Program Overview

Mission

The mission of the organization is to promote and provide services and opportunities to seniors and people with disabilities.

The mission of the organization is to promote in-home supportive services and offer programming to seniors and people with disabilities to help them thrive at home and in their communities.

Program Services

DescriptionGrantsExpenses
PCWG - Palliative Care Work Group - Support community organizations and health systems with training and culturally relevant tools and resources to help their community members participate in advance care planning and access palliative care. PCWG serves individuals who want to learn about or participate in Advance Care Planning and/or access palliative care for themselves, friends, or family members by providing online tools and resources, and connections to community organizations.$0$137,712
PCORI - Patient-Centered Outcomes Research Institute: An Advanced Care Planning (ACP) Train-the Trainer program that empowers Latinx community members to engage in ACP by training internal champions at community-based organizations to lead ACP workshops in their communities.$0$20,720
Participatory Community Grantmaking Initiative: A project in collaboration with the Palliative Care Work Group and the SF Black and Chinese communities to partner with community agencies and leaders to further develop and implement advance care planning interventions including outreach, workshops and materials. Thriving in Place is the fiscal sponsor for this initiative which brings together a coalition of individuals and organizations. Thriving in Places acted in an advisory role for this project.$0$8,388
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel LovettSecretary-$6,480-$6,480
Eileen NormanPresident-$0--
Loren PogirTreasurer-$0--
Philip MontalbanoMember-$0--
Filing and Contact Details

Filer

Filer Name
Thriving in Place
EIN
47-3219728
Phone
4155938140
Address
832 Folsom Street 9th Floor, San Francisco, CA 94107

Signing Officer

Name
Eileen Norman
Title
President
Phone
4155938140
Signed
2025-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Eve Levine
Address
4937 17th Street, San Francisco, CA 94117
Preparer
Eve Levine
Phone
4153702897
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Stipends;12525|Program expenses;20268|Insurance;1390|Bank fees;83|Filing fees;138^Total;34404^”

Raw XML Appendix177 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PCWG - Palliative Care Work Group - Support community organizations and health systems with training and culturally relevant tools and resources to help their community members participate in advance care planning and access palliative care. PCWG serves individuals who want to learn about or participate in Advance Care Planning and/or access palliative care for themselves, friends, or family members by providing online tools and resources, and connections to community organizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PCORI - Patient-Centered Outcomes Research Institute: An Advanced Care Planning (ACP) Train-the Trainer program that empowers Latinx community members to engage in ACP by training internal champions at community-based organizations to lead ACP workshops in their communities.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/PhoneNum04155938140
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ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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