Civic Intelligence

Thriving in Place

990EZ • Fiscal year 2024 • EIN 47-3219728

Aug 01, 2023 to Jul 31, 2024 • Filed on Feb 03, 2025

832 Folsom Street 9th FloorSan Francisco, CA 94107

(415) 593-8141

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

11th percentile

-41%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

81st percentile

$5,040

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

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

Asset Growth

17th percentile

-32%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

21st percentile

-26%

Faster revenue growth than 21% of similar nonprofits.

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

Assets

Down

$131,266

Down $61,367 (-32%) from 2023

Net Assets

Down

$131,266

Down $61,367 (-32%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$150,300

Down $53,798 (-26%) from 2023

Expenses

Down

$211,667

Down $17,327 (-7.6%) from 2023

Net Income

Down

-$61,367

Down $36,471 (-146%) from 2023

Historical Trend

Balance Sheet Trend

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

$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

2024

Assets$131,266
Liabilities$0
Net Assets$131,266

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$150,300
Expenses$211,667
Net Income-$61,367
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Feb 3, 2025
Return Version
2023v6.0
Gross Receipts
$150,300
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$139,391
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.$20,000$53,071
LJ: Palliative Care Work Group Learning Journeys, a project in collaboration with the SF Black, Chinese, and Latinx communities to determine barriers and facilitators for community members to complete advance directives and gain access to palliative care. Thriving in Place is the fiscal sponsor for the Palliative Care Work Group and acted in an advisory role for this project.$0$9,109
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel LovettExecutive Director And SecretaryPT$5,040-$5,040
Eileen NormanPresident-$0--
Loren PogirTreasurer-$0--
Matthew MedelMember-$0--
Filing and Contact Details

Filer

Filer Name
Thriving in Place
EIN
47-3219728
Phone
4155938141
Address
832 Folsom Street 9th Floor, San Francisco, CA 94107

Signing Officer

Name
Rachel Lovett
Title
Executive Director
Phone
4155938141
Signed
2025-02-03
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 10

To develop, run and evaluate surveys in the SF Chinese community around Palliative Care and Advance Care Planning.

Form 990-EZ, Part I, Line 16

Description;Amount^Stipends;11550|Program expenses;21100|Office supplies;557|Insurance;1250|Bank fees;7|Meetings;1721^Total;36185^

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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0To develop, run and evaluate surveys in the SF Chinese community around Palliative Care and Advance Care Planning.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Stipends;11550|Program expenses;21100|Office supplies;557|Insurance;1250|Bank fees;7|Meetings;1721^Total;36185^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel Lovett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04155938141
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THRIVING IN PLACE
ReturnHeader/Filer/BusinessNameControlTxt0THRI
ReturnHeader/Filer/EIN0473219728
ReturnHeader/Filer/PhoneNum04155938141
ReturnHeader/Filer/USAddress/AddressLine1Txt0832 Folsom Street 9th Floor
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04937 17th Street
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum04153702897
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eve Levine
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-13T19:48:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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