Civic Intelligence

California Foundation on Aging

990EZ • Fiscal year 2021 • EIN 77-0187875

Jan 01, 2021 to Dec 31, 2021 • Filed on May 06, 2022

3535 Castle Reagh PlRiverside, CA 92506

(951) 529-1303

Siviq Scores

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

Liabilities / Assets

90th percentile

0.56x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

1.60x

Higher debt load relative to revenue than 96% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

79th percentile

37%

Higher net margin than 79% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

61st percentile

15%

Faster asset growth than 61% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

30%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$68,040

Up $8,724 (+15%) from 2020

Net Assets

Up

$30,004

Up $8,724 (+41%) from 2020

Liabilities

Flat

$38,036

Flat from 2020

Revenue

Up

$23,756

Up $5,527 (+30%) from 2020

Expenses

Up

$15,032

Up $223 (+1.5%) from 2020

Net Income

Up

$8,724

Up $5,304 (+155%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$68,040
Liabilities$38,036
Net Assets$30,004

Operations Trend

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

2021

Revenue$23,756
Expenses$15,032
Net Income$8,724
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 6, 2022
Return Version
2021v4.0
Gross Receipts
$23,756
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$15,032-
California Senior Legislature works with foundation to further their mutual goals such as developing public policy and debating senior issues--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara MitchellTreasurer-$0--
Karol SwartzlanderSecretary-$0--
Sandra FitzpatrickChairman-$0--
Havard StaggsDirector-$0--
Eileen BostwickDirector-$0--
Jean SchuldbergVice President-$0--
Brenda GoodanDirector-$0--
Paul DowneyDirector-$0--
Brenda SchmitthennerDirector-$0--
Filing and Contact Details

Filer

Filer Name
California Foundation on Aging
EIN
77-0187875
Address
3535 Castle Reagh Pl, Riverside, CA 92506

Signing Officer

Name
Barbara Mitchell
Title
Treasurer
Signed
2022-05-06
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 $6

Other Expenses.1002

Office Expenses $80

Other Expenses.1012

Insurance $1593

Other Expenses.1

Meetings & Conferences $11284

Other Expenses.2

Web/Internet Service $900

Other Expenses.3

Service Fee Expense $175

Total Liabilities.1

- Beginning $38036 - Ending $0

Raw XML Appendix185 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jean Schuldberg
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014032
IRS990EZ/OtherRevenueTotalAmt06
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015032
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt023750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016745
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013466
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/TotalSupportAmt073744
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ExplanationTxt0Interest Income $6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meetings & Conferences $11284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Web/Internet Service $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Service Fee Expense $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6- Beginning $38036 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Barbara Mitchell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0California Foundation on Aging
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0770187875
ReturnHeader/Filer/USAddress/AddressLine1Txt03535 Castle Reagh Pl
ReturnHeader/Filer/USAddress/CityNm0Riverside
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092506
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/ReturnTs02022-05-06T10:19:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Barbara
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Mitchell
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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