Civic Intelligence

California Foundation on Aging

990EZ • Fiscal year 2020 • EIN 77-0187875

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 10, 2021

Organization ProfileN/A
1310 Avenida SebastianiSonoma, CA 95476

(707) 931-9600

Siviq Scores

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

Liabilities / Assets

90th percentile

0.64x

Higher debt load relative to assets than 90% of similar nonprofits.

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

Liabilities / Revenue

97th percentile

2.09x

Higher debt load relative to revenue than 97% of similar nonprofits.

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

Net Margin

68th percentile

19%

Higher net margin than 68% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

53rd percentile

6.1%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

72nd percentile

8.4%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$59,316

Up $3,420 (+6.1%) from 2019

Net Assets

Up

$21,280

Up $3,420 (+19%) from 2019

Liabilities

Flat

$38,036

Flat from 2019

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin68th percentile

Revenue

Up

$18,229

Up $1,419 (+8.4%) from 2019

Expenses

Down

$14,809

Down $1,418 (-8.7%) from 2019

Net Income

Up

$3,420

Up $2,837 (+487%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$100K$50K$0Assets 2011: $72,785Liabilities 2011: $02011Assets 2012: $72,006Liabilities 2012: $02012Assets 2013: $83,767Liabilities 2013: $02013Assets 2014: $84,147Liabilities 2014: $02014Assets 2015: $77,506Liabilities 2015: $02015Assets 2016: $69,238Net Assets 2016: $69,2382016Assets 2017: $59,856Liabilities 2017: $38,554Net Assets 2017: $21,3022017Assets 2018: $55,313Liabilities 2018: $38,036Net Assets 2018: $17,2772018Assets 2019: $55,896Liabilities 2019: $38,036Net Assets 2019: $17,8602019Assets 2020: $59,316Liabilities 2020: $38,036Net Assets 2020: $21,2802020Assets 2021: $68,040Liabilities 2021: $38,036Net Assets 2021: $30,0042021Assets 2022: $71,490Liabilities 2022: $38,036Net Assets 2022: $33,4542022Assets 2023: $65,085Net Assets 2023: $65,0852023Assets 2024: $87,178Net Assets 2024: $87,1782024

Highlighted filing

2020

Assets$59,316
Liabilities$38,036
Net Assets$21,280
Open 2020 Filing

Operations Trend

Revenue Growth72nd percentile

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

$200K$100K$0-$100KRevenue 2011: $45,869Expenses 2011: $47,363Net Income 2011: -$1,4942011Revenue 2012: $22,348Expenses 2012: $23,127Net Income 2012: -$7792012Revenue 2013: $52,078Expenses 2013: $40,317Net Income 2013: $11,7612013Revenue 2014: $14,909Expenses 2014: $14,529Net Income 2014: $3802014Revenue 2015: $14,254Expenses 2015: $20,895Net Income 2015: -$6,6412015Revenue 2016: $19,201Expenses 2016: $27,468Net Income 2016: -$8,2672016Revenue 2017: $9,578Expenses 2017: $10,991Net Income 2017: -$1,4132017Revenue 2018: $1,473Expenses 2018: $5,498Net Income 2018: -$4,0252018Revenue 2019: $16,810Expenses 2019: $16,227Net Income 2019: $5832019Revenue 2020: $18,229Expenses 2020: $14,809Net Income 2020: $3,4202020Revenue 2021: $23,756Expenses 2021: $15,032Net Income 2021: $8,7242021Revenue 2022: $15,007Expenses 2022: $11,557Net Income 2022: $3,4502022Revenue 2023: $10,602Expenses 2023: $17,007Net Income 2023: -$6,4052023Revenue 2024: $198,424Expenses 2024: $176,331Net Income 2024: $22,0932024

Highlighted filing

2020

Revenue$18,229
Expenses$14,809
Net Income$3,420
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 10, 2021
Return Version
2020v4.0
Gross Receipts
$18,229
Mission and Program Overview

Mission

Education for Senior Citizens

Program Services

DescriptionGrantsExpenses
California task force for employing older workers, works with foundation to honor individuals who support public issues beneficial to California seniors$14,809-
California Senior Legislature works with foundation to further their mutual goals such as developing public policy and debating senior issues--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara MitchellChairman-$0--
Karol SwartzlanderSecretary-$0--
Sandra FitzpatrickVice President-$0--
Havard StaggsTreasurer-$0--
Eileen BostwickDirector-$0--
Jean SchuldbergDirector-$0--
Filing and Contact Details

Filer

Filer Name
California Foundation on Aging
EIN
77-0187875
Phone
7079319600
Address
1310 Avenida Sebastiani, Sonoma, CA 95476

Signing Officer

Name
Barbara Mitchell
Title
Chairman
Signed
2021-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Pam Weekley and Associates
Address
36665 Palmdale Rd, Rancho Mirage, CA 92270
Preparer
Pam Weekley
Phone
7606255549
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Interest Income $8”

Other Expenses.1001

“Advertising and Promotion $60”

Other Expenses.1002

“Office Expenses $37”

Other Expenses.1012

“Insurance $1581”

Other Expenses.1

“Staff Recognition $6000”

Other Expenses.2

“Meetings & Conferences $4560”

Other Expenses.3

“Web/Internet Service $1324”

Other Expenses.4

“Service Fee Expense $175”

Other Expenses.5

“Public Relations $73”

Other Expenses.6

“Filing Fees $50”

Other Expenses.8

“Rounding $-1”

Total Liabilities.1

“- Beginning $38036 - Ending $38036”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sonoma
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095476
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Barbara Mitchell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karol Swartzlander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sandra Fitzpatrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Havard Staggs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Eileen Bostwick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jean Schuldberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013859
IRS990EZ/OtherRevenueTotalAmt08
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education for Senior Citizens
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0California task force for employing older workers, works with foundation to honor individuals who support public issues beneficial to California seniors
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1California Senior Legislature works with foundation to further their mutual goals such as developing public policy and debating senior issues
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014809
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt038036
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt038036
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt018221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016745
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt019193
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt069035
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt065
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0154
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99780
IRS990ScheduleA/PublicSupportPY170Pct00.99760
IRS990ScheduleA/PublicSupportTotal170Amt069035
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018221
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt016745
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013466
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt019193
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt069035
IRS990ScheduleA/TotalSupportAmt069189
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest Income $8
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Staff Recognition $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meetings & Conferences $4560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Web/Internet Service $1324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Service Fee Expense $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Public Relations $73
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Filing Fees $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Rounding $-1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11- Beginning $38036 - Ending $38036
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Barbara Mitchell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0California Foundation on Aging
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0770187875
ReturnHeader/Filer/PhoneNum07079319600
ReturnHeader/Filer/USAddress/AddressLine1Txt01310 Avenida Sebastiani
ReturnHeader/Filer/USAddress/CityNm0Sonoma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095476
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812607899
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pam Weekley and Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036665 Palmdale Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rancho Mirage
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092270
ReturnHeader/PreparerPersonGrp/PhoneNum07606255549
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pam Weekley
ReturnHeader/ReturnTs02021-03-10T15:40:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Barbara
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Mitchell
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,316
Liabilities
$38,036
Net assets
$21,280
Revenue
$18,229
Expenses
$14,809
Net income
$3,420
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.87$1.98$1.76$0.22
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.11$0.17$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.38$0.33$0.15$0.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.38$0.30$0.24$0.15$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.38$0.21$0.18$0.15$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.38$0.18$0.17$0.16$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.38$0.17$0.01$0.05$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.39$0.21$0.10$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.19$0.27$0.08
2015Summary only. Only limited summary data is available for this year.$0.78$0.00$0.14$0.21$0.07
2014Summary only. Only limited summary data is available for this year.$0.84$0.00$0.15$0.15$0.00
2013Summary only. Only limited summary data is available for this year.$0.84$0.00$0.52$0.40$0.12
2012Summary only. Only limited summary data is available for this year.$0.72$0.00$0.22$0.23$0.01
2011Summary only. Only limited summary data is available for this year.$0.73$0.00$0.46$0.47$0.01