Civic Intelligence

Foundation Aiding the Elderly

990 • Fiscal year 2017 • EIN 68-0198413

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 15, 2017

3430 American River DriveSacramento, CA 95864

(877) 481-8558

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

77th percentile

27%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$311,316

Up $66,412 (+27%) from 2016

Net Assets

Up

$311,316

Up $66,412 (+27%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$253,207

Down $76,072 (-23%) from 2016

Expenses

Up

$186,795

Up $10,119 (+5.7%) from 2016

Net Income

Down

$66,412

Down $86,191 (-56%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $77,080Liabilities 2012: $02012Assets 2013: $55,911Liabilities 2013: $02013Assets 2014: $32,865Net Assets 2014: $32,8652014Assets 2015: $92,301Net Assets 2015: $92,3012015Assets 2016: $244,904Liabilities 2016: $0Net Assets 2016: $244,9042016Assets 2017: $311,316Liabilities 2017: $0Net Assets 2017: $311,3162017Assets 2018: $182,749Net Assets 2018: $182,7492018Assets 2019: $55,446Net Assets 2019: $55,4462019Assets 2020: $67,169Liabilities 2020: $22,896Net Assets 2020: $44,2732020Assets 2021: $24,166Liabilities 2021: $22,896Net Assets 2021: $1,2702021Assets 2022: $22,032Net Assets 2022: $22,0322022Assets 2023: $14,371Net Assets 2023: $14,3712023Assets 2024: $24,908Liabilities 2024: $02024Assets 2025: $11,034Net Assets 2025: $11,0342025

Highlighted filing

2017

Assets$311,316
Liabilities$0
Net Assets$311,316

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $89,159Expenses 2012: $148,671Net Income 2012: -$59,5122012Revenue 2013: $119,130Expenses 2013: $140,299Net Income 2013: -$21,1692013Revenue 2014: $110,085Expenses 2014: $133,111Net Income 2014: -$23,0262014Revenue 2015: $199,576Expenses 2015: $140,140Net Income 2015: $59,4362015Revenue 2016: $329,279Expenses 2016: $176,676Net Income 2016: $152,6032016Revenue 2017: $253,207Expenses 2017: $186,795Net Income 2017: $66,4122017Revenue 2018: $57,334Expenses 2018: $185,901Net Income 2018: -$128,5672018Revenue 2019: $79,617Expenses 2019: $206,920Net Income 2019: -$127,3032019Revenue 2020: $182,708Expenses 2020: $193,881Net Income 2020: -$11,1732020Revenue 2021: $119,227Expenses 2021: $162,230Net Income 2021: -$43,0032021Revenue 2022: $146,956Expenses 2022: $126,194Net Income 2022: $20,7622022Revenue 2023: $119,210Expenses 2023: $126,871Net Income 2023: -$7,6612023Revenue 2024: $148,096Expenses 2024: $137,559Net Income 2024: $10,5372024Revenue 2025: $90,678Expenses 2025: $104,552Net Income 2025: -$13,8742025

Highlighted filing

2017

Revenue$253,207
Expenses$186,795
Net Income$66,412
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 15, 2017
Return Version
2016v3.0
Gross Receipts
$253,207
Mission and Program Overview

Mission

Advocacy for elder care patients

Information regarding patient rights, how to avoid abuse, patient advocacy. Filing with governmental agencies and referral services

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$244,904$311,316▲ $66,412
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$244,904$311,316▲ $66,412
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$244,904$311,316▲ $66,412
Total Net Assets Fund Balance$244,904$311,316▲ $66,412
Total Liabilities and Net Assets / Fund Balance$244,904$311,316▲ $66,412
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Carole HermanPresidentFT$60,000$60,000
Harris HermanSec/treasPT$17,280$17,280

Board Members and Trustees

NameTitle
Donald EscoDirector
James ReynoldsDirector
Judy BoothbyDirector
Leslie Ann ClementDirector
Linda GieseDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$253,056
Program Service Revenue
$0
Investment Income
$151
Other Revenue
$0
All Other Contributions
$253,056
Change in Net Assets
$66,412
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$107,158
Other Expenses$79,437
Total Fundraising Expense$5,534
Grants and Similar Amounts Paid$200
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$68,280$6,000$3,000$77,280
Occupancy$32,324$3,802$1,901$38,027
Other Salaries and Wages$14,068--$14,068
Payroll Taxes$8,234$600$300$9,134
Information Technology$8,030$952-$8,982
Other Employee Benefits$5,676$667$333$6,676
Fees for Services Other-$6,391-$6,391
Office Expenses$2,611$2,611-$5,222
Travel$3,673--$3,673
Insurance-$2,722-$2,722
Other Expenses$2,655$2,028-$2,028
Fees for Services Accounting-$475-$475
Grants to Domestic Orgs$200--$200
All Other Expenses-$130-$130
Total Functional Expenses$154,883$26,378$5,534$186,795
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Harris and carole herman have a family relationship

Form 990, Part VI, Line 11B: Form 990 Review Process

Review 990 at board meeiting

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Foundation Aiding the Elderly
EIN
68-0198413
Phone
8774818558
Address
3430 AMERICAN RIVER DRIVE, SACRAMENTO, CA 95864

Signing Officer

Name
Carole Herman
Title
President
Signed
2017-08-15
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
4

Preparer

Firm
Schwartz Platz & Associates
Address
730 Howe Ave Suite 100, Sacramento, CA 95825
Preparer
Kathleen Platz CPA
Phone
9164891697
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0151
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt028
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IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00020
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IRS990ScheduleA/PublicSupportPY509Pct00.52840
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0110085
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01011277
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
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HARRIS AND CAROLE HERMAN HAVE A FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW 990 AT BOARD MEEITING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0244904
IRS990/TotalAssetsGrp/EOYAmt0311316
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IRS990/TotalContributionsAmt0253056
IRS990/TotalEmployeeCnt04
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026378
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0154883
IRS990/TotalFunctionalExpensesGrp/TotalAmt0186795
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0244904
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0311316
IRS990/TotalProgramServiceExpensesAmt0154883
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt077280
IRS990/TotalRevenueGrp/ExclusionAmt0151
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0253207
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0244904
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0311316
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt03673
IRS990/TravelGrp/TotalAmt03673
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0244904
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0311316
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.4FATE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLE HERMAN

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.91$1.05$0.14
2024Summary only. Only limited summary data is available for this year.$0.25$0.00$1.48$1.38$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.14$0.14$1.19$1.27$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.22$1.47$1.26$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.23$0.01$1.19$1.62$0.43
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.23$0.44$1.83$1.94$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.80$2.07$1.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$1.83$0.57$1.86$1.29
2017Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$2.53$1.87$0.66
2016Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$3.29$1.77$1.53
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.92$2.00$1.40$0.59
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.33$1.10$1.33$0.23
2013Summary only. Only limited summary data is available for this year.$0.56$0.00$1.19$1.40$0.21
2012Summary only. Only limited summary data is available for this year.$0.77$0.00$0.89$1.49$0.60