Civic Intelligence

California Foundation on Aging

990EZ • Fiscal year 2023 • EIN 77-0187875

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 15, 2024

Organization ProfileN/A
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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

9th percentile

-60%

Higher net margin than 9% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

33rd percentile

-9.0%

Faster asset growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-29%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$65,085

Down $6,405 (-9.0%) from 2022

Net Assets

Up

$65,085

Up $31,631 (+95%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$10,602

Down $4,405 (-29%) from 2022

Expenses

Up

$17,007

Up $5,450 (+47%) from 2022

Net Income

Down

-$6,405

Down $9,855 (-286%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2023

Assets$65,085
Liabilities-
Net Assets$65,085
Open 2023 Filing

Operations Trend

Revenue Growth19th 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

2023

Revenue$10,602
Expenses$17,007
Net Income-$6,405
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 15, 2024
Return Version
2023v5.0
Gross Receipts
$10,602
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-$17,007
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 Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara MitchellTreasurer-$0--
Karol SwartzlanderSecretary-$0--
Jean SchuldbergVice President-$0--
Brenda GoodanDirector-$0--
Brenda SchmitthennerChairman-$0--
Donna BentonDirector-$0--
Alex DavisDirector-$0--
Monique ParishDirector-$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
2024-04-15
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 $7”

Other Expenses.1012

“Insurance $1543”

Other Expenses.1

“Meetings & Conferences $11058”

Other Expenses.2

“Staff Recognition $1436”

Other Expenses.3

“Web/Internet Service $1200”

Other Expenses.4

“Dues $250”

Other Expenses.5

“Service Fee Expense $245”

Total Liabilities.1003

“Deferred Revenue - Beginning $38036 Deferred Revenue - Ending $0”

Raw XML Appendix184 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/BooksInCareOfDetail/USAddress/CityNm0Riverside
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092506
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Barbara Mitchell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karol Swartzlander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jean Schuldberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Brenda Goodan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brenda Schmitthenner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Donna Benton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Alex Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Monique Parish
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt038036
IRS990EZ/OtherExpensesTotalAmt015732
IRS990EZ/OtherRevenueTotalAmt07
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/ProgramServiceExpensesAmt017007
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt038036
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017007
IRS990EZ/TotalProgramServiceExpensesAmt017007
IRS990EZ/TotalRevenueAmt010602
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt018221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016745
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt084311
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt065
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt093
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99890
IRS990ScheduleA/PublicSupportPY170Pct00.99800
IRS990ScheduleA/PublicSupportTotal170Amt084311
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010595
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt018221
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016745
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt084311
IRS990ScheduleA/TotalSupportAmt084404
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest Income $7
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meetings & Conferences $11058
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Staff Recognition $1436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Web/Internet Service $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Service Fee Expense $245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Deferred Revenue - Beginning $38036 Deferred Revenue - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1003
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Barbara Mitchell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-15
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-04-15T09:32:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Barbara
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Mitchell
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,085
Liabilities
-
Net assets
$65,085
Revenue
$10,602
Expenses
$17,007
Net income
-$6,405
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