Civic Intelligence

Foundation Aiding the Elderly

990EZ • Fiscal year 2020 • EIN 68-0198413

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 06, 2020

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

84th percentile

0.34x

Higher debt load relative to assets than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

77th percentile

0.13x

Higher debt load relative to revenue than 77% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

32nd percentile

-6.1%

Higher net margin than 32% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

99th percentile

$60,000

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 32.8% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

68th percentile

21%

Faster asset growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

129%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$67,169

Up $11,723 (+21%) from 2019

Net Assets

Down

$44,273

Down $11,173 (-20%) from 2019

Liabilities

$22,896

No earlier filing loaded for comparison.

Revenue

Up

$182,708

Up $103,091 (+129%) from 2019

Expenses

Down

$193,881

Down $13,039 (-6.3%) from 2019

Net Income

Up

-$11,173

Up $116,130 (+91%) from 2019

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

2020

Assets$67,169
Liabilities$22,896
Net Assets$44,273

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

2020

Revenue$182,708
Expenses$193,881
Net Income-$11,173
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 6, 2020
Return Version
2019v5.0
Gross Receipts
$182,708
Mission and Program Overview

Mission

Advocacy for elder care patients

Program Services

DescriptionGrantsExpenses
INFORMATION REGARDING PATIENT RIGHTS, HOW TO AVOID ABUSE, PATIENT ADVOCACY. FILING WITH GOVERNMENTAL AGENCIES AND REFERRAL SERVICES$160,196-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLE HERMANPresidentFT$60,000-$60,000
HARRIS HERMANSec/TreasPT$24,000-$24,000
JUDY BOOTHBYDirector-$0--
LESLEY ANN CLEMENTDirector-$0--
LINDA GIESEDirector-$0--
JAMES REYNOLDSDirector-$0--
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
2020-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Schwartz Platz & Associates
Address
730 Howe Ave Suite 100, Sacramento, CA 95825
Preparer
Kathleen Platz CPA
Phone
9164891697
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $2936

Other Expenses.1003

Information Technology $4535

Other Expenses.1005

Travel $1533

Other Expenses.1012

Insurance $3779

Other Expenses.2

VOLUNTEER EXPENSES $2996

Other Expenses.4

WEBSITE $1468

Other Expenses.5

MISCELLANEOUS $542

Other Expenses.6

PO BOX $360

Other Expenses.7

FEES $49

Total Liabilities.1008

Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $22896

Raw XML Appendix207 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.

Path#Value
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.4FATE.ORG
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IRS990ScheduleA/InvestmentIncomeCYPct00.00060
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.37290
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0235000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0565168
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $4535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $1533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $3779
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4VOLUNTEER EXPENSES $2996
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEBSITE $1468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS $542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PO BOX $360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FEES $49
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1008
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLE HERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOUNDATION AIDING THE ELDERLY
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0680198413
ReturnHeader/Filer/PhoneNum08774818558
ReturnHeader/Filer/USAddress/AddressLine1Txt03430 AMERICAN RIVER DRIVE
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095864
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHWARTZ PLATZ & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0730 Howe Ave Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095825
ReturnHeader/PreparerPersonGrp/PhoneNum09164891697
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathleen Platz CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-06T11:30:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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