Civic Intelligence

Engage the Art of Active Aging

990 • Fiscal year 2016 • EIN 80-0001152

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 07, 2017

240 East Verdugo Avenue No 100Burbank, CA 91502

(818) 563-9750

Siviq Scores

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

Liabilities / Assets

37th percentile

0.04x

Higher debt load relative to assets than 37% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

28th percentile

0.03x

Higher debt load relative to revenue than 28% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

76th percentile

16%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

84th percentile

$155,022

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

85th percentile

25%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

0.6%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,248,259

Up $249,029 (+25%) from 2015

Net Assets

Up

$1,200,558

Up $279,756 (+30%) from 2015

Liabilities

Down

$47,701

Down $30,727 (-39%) from 2015

Revenue

Up

$1,781,305

Up $10,792 (+0.6%) from 2015

Expenses

Up

$1,501,549

Up $264,170 (+21%) from 2015

Net Income

Down

$279,756

Down $253,378 (-48%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $381,896Liabilities 2011: $20,762Net Assets 2011: $361,1342011Assets 2012: $776,009Liabilities 2012: $31,010Net Assets 2012: $744,9992012Assets 2013: $743,846Liabilities 2013: $87,967Net Assets 2013: $655,8792013Assets 2014: $474,512Liabilities 2014: $86,844Net Assets 2014: $387,6682014Assets 2015: $999,230Liabilities 2015: $78,428Net Assets 2015: $920,8022015Assets 2016: $1,248,259Liabilities 2016: $47,701Net Assets 2016: $1,200,5582016Assets 2017: $1,468,674Liabilities 2017: $71,933Net Assets 2017: $1,396,7412017Assets 2018: $1,872,425Liabilities 2018: $180,769Net Assets 2018: $1,691,6562018Assets 2019: $1,069,781Liabilities 2019: $143,781Net Assets 2019: $926,0002019Assets 2020: $1,117,818Liabilities 2020: $110,331Net Assets 2020: $1,007,4872020Assets 2021: $1,442,230Liabilities 2021: $334,880Net Assets 2021: $1,107,3502021Assets 2022: $1,449,458Liabilities 2022: $157,807Net Assets 2022: $1,291,6512022Assets 2023: $1,332,106Liabilities 2023: $202,463Net Assets 2023: $1,129,6432023Assets 2024: $836,498Liabilities 2024: $118,639Net Assets 2024: $717,8592024

Highlighted filing

2016

Assets$1,248,259
Liabilities$47,701
Net Assets$1,200,558

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $763,646Expenses 2011: $730,561Net Income 2011: $33,0852011Revenue 2012: $1,269,621Expenses 2012: $885,756Net Income 2012: $383,8652012Revenue 2013: $1,069,530Expenses 2013: $1,135,342Net Income 2013: -$65,8122013Revenue 2014: $974,105Expenses 2014: $1,242,316Net Income 2014: -$268,2112014Revenue 2015: $1,770,513Expenses 2015: $1,237,379Net Income 2015: $533,1342015Revenue 2016: $1,781,305Expenses 2016: $1,501,549Net Income 2016: $279,7562016Revenue 2017: $1,806,605Expenses 2017: $1,610,422Net Income 2017: $196,1832017Revenue 2018: $2,365,442Expenses 2018: $2,070,527Net Income 2018: $294,9152018Revenue 2019: $1,603,803Expenses 2019: $2,369,459Net Income 2019: -$765,6562019Revenue 2020: $1,859,864Expenses 2020: $1,778,377Net Income 2020: $81,4872020Revenue 2021: $1,905,656Expenses 2021: $1,805,793Net Income 2021: $99,8632021Revenue 2022: $2,190,444Expenses 2022: $2,006,143Net Income 2022: $184,3012022Revenue 2023: $1,910,914Expenses 2023: $2,072,922Net Income 2023: -$162,0082023Revenue 2024: $1,449,356Expenses 2024: $1,861,140Net Income 2024: -$411,7842024

Highlighted filing

2016

Revenue$1,781,305
Expenses$1,501,549
Net Income$279,756
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 7, 2017
Return Version
2015v3.0
Gross Receipts
$1,797,235
Mission and Program Overview

Mission

Engage, inc. (the organization), is a california nonprofit organization that changes aging and the way people think about aging by transforming affordable senior and multi-generational apartment communities into vibrant centers of learning, wellness, and creativity. The organization creates healthier environments in senior and multi-generational housing, and behavioral change in older adults and families, which results in significant health and lifestyle improvements.the organization provides programs in well-being, arts, lifelong learning, intergenerational, community building, and civic engagement inside dozens of affordable independent senior and multi-generational apartment communities, serving thousands of seniors and hundreds of families with children, in southern california, and has expanded our model to northern california, oregon, and minnesota, with expansion to north carolina in development.

The mission is to promote successful aging, healthy communities and awareness by keeping seniors actively engaged in life, physically and mentally healthy, reinvigorated with a sense of purpose, and given the opportunity to act as sages and mentors to our younger generations. Engage also produces a weekly radio show, experience talks, which reaches 325,000 listeners and highlights the lives, experience and stories of boomers and beyond.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$181,275$607,905▲ $426,630
Pledges and Grants Receivable$616,840$404,460▼ $212,380
Savings and Temporary Cash Investments$178,270$178,712▲ $442
Accounts Receivable$21,438$40,138▲ $18,700
Prepaid Expenses and Deferred Charges$1,307$17,044▲ $15,737
Other Notes and Loans Receivable, Net$100$0▼ $100
Total Assets$999,230$1,248,259▲ $249,029
Liabilities
Accounts Payable and Accrued Expenses$78,428$47,701▼ $30,727
Total Liabilities$78,428$47,701▼ $30,727
Net Assets / Fund Balance
Temporarily Rstr Net Assets$422,089$957,434▲ $535,345
Unrestricted Net Assets$498,713$243,124▼ $255,589
Total Net Assets Fund Balance$920,802$1,200,558▲ $279,756
Total Liabilities and Net Assets / Fund Balance$999,230$1,248,259▲ $249,029
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim CarpenterExecutive DirectorFT$144,062$10,960$155,022

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$960,942
Program Service Revenue
$812,251
Investment Income
$442
Other Revenue
$7,670
All Other Contributions
$927,982
Change in Net Assets
$279,756

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,797,235
Revenue Not Reported on Financial Statements
$-15,930
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-15,930
Total Revenue per Audited Statements
$1,797,235
Total Revenue per Form 990
$1,781,305
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$882,104
Other Expenses$619,445
Total Fundraising Expense$99,250
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$458,594$56,336$47,226$562,156
Current Officers, Directors, Trustees, and Key Employees$117,522$14,437$12,103$144,062
Fees for Services Other$104,612$2,722$26,408$133,742
Payroll Taxes$78,716$5,687$4,239$88,642
Other Employee Benefits$67,387$4,206-$71,593
Travel$34,910$863$2,575$38,348
Advertising$38,028$136-$38,164
Occupancy$13,087$4,157$2,222$19,466
Pension Plan Contributions$12,488$1,709$1,454$15,651
Fees for Services Accounting-$15,324-$15,324
Conferences and Meetings$6,338$82$2,850$9,270
Other Expenses$7,365$880$173$7,365
Fees for Services Legal-$7,086-$7,086
Information Technology$5,484--$5,484
Insurance$2,591$2,496-$5,087
Total Functional Expenses$1,286,178$116,121$99,250$1,501,549

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,517,479
Expenses per Audited Statements$1,501,549
Total Expenses per Form 990$1,501,549
Expenses Not Reported on Form 990$15,930
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,600
Fundraising Direct Expenses$15,930
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Senior Olympics$23,600$23,600$9,296$14,304
Total Events$23,600$23,600$15,930$7,670
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The board has given authority to the executive director to review, change, and approve the tax returns.

Form 990, Part VI, Section B, Line 12C

The board is required under the conflict of interest to annually acknowledge that they: i. Have received a copy of engage, inc.'s conflict of interest policy (the "policy"). Ii. Have read and understand the policy. Iii. Have agreed to comply with the policy. Iv. Understand that engage, inc. Is a charitable organization and that in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.

Form 990, Part VI, Section B, Line 15

The compensation committee annually reviews the executive directors salary in relation to current year results, budget constraints and local comparable salary data. The proposed salary is then submitted to the board for final approval.

Form 990, Part VI, Section C, Line 19

The organization makes it's governing documents and financial statements available to the public upon request during normal business hours at the business offices.

Filing and Contact Details

Filer

Filer Name
Engage the Art of Active Aging
EIN
80-0001152
Phone
8185639750
Address
240 EAST VERDUGO AVENUE NO 100, BURBANK, CA 91502

Signing Officer

Name
Tim Carpenter
Title
Executive Director
Phone
8185639750
Signed
2017-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Carpenter
Formed
2001
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
14
Volunteers
75

Preparer

Firm
HENSIEK & CARON CPA'S
Address
650 SIERRA MADRE VILLA 303, PASADENA, CA 91107
Preparer
Susan Caron
Phone
6267929988
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

SPECIAL EVENT COSTS

PART XII, LINE 2D - OTHER ADJUSTMENTS:

SPECIAL EVENT COSTS

Raw XML AppendixShowing 400 of 466 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt078428
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt047701
IRS990/AccountsReceivableGrp/BOYAmt021438
IRS990/AccountsReceivableGrp/EOYAmt040138
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION IS TO PROMOTE SUCCESSFUL AGING, HEALTHY COMMUNITIES AND AWARENESS BY KEEPING SENIORS ACTIVELY ENGAGED IN LIFE, PHYSICALLY AND MENTALLY HEALTHY, REINVIGORATED WITH A SENSE OF PURPOSE, AND GIVEN THE OPPORTUNITY TO ACT AS SAGES AND MENTORS TO OUR YOUNGER GENERATIONS. ENGAGE ALSO PRODUCES A WEEKLY RADIO SHOW, EXPERIENCE TALKS, WHICH REACHES 325,000 LISTENERS AND HIGHLIGHTS THE LIVES, EXPERIENCE AND STORIES OF BOOMERS AND BEYOND.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0136
IRS990/AdvertisingGrp/ProgramServicesAmt038028
IRS990/AdvertisingGrp/TotalAmt038164
IRS990/AllOtherContributionsAmt0927982
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KEN TAMBE
IRS990/BooksInCareOfDetail/PhoneNum08185639750
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0240 EAST VERDUGO AVENUE SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0BURBANK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091502
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CashNonInterestBearingGrp/BOYAmt0181275
IRS990/CashNonInterestBearingGrp/EOYAmt0607905
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt012103
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt014437
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0117522
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0144062
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt02850
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt082
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt06338
IRS990/ConferencesMeetingsGrp/TotalAmt09270
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0960942
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0442
IRS990/CYOtherExpensesAmt0619445
IRS990/CYOtherRevenueAmt07670
IRS990/CYProgramServiceRevenueAmt0812251
IRS990/CYRevenuesLessExpensesAmt0279756
IRS990/CYSalariesCompEmpBnftPaidAmt0882104
IRS990/CYTotalExpensesAmt01501549
IRS990/CYTotalFundraisingExpenseAmt099250
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01781305
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ENGAGE PROVIDES LIFE-ENHANCING PROGRAMS FOR 3,400 LOW-INCOME SENIORS LIVING IN 31 APARTMENT COMMUNITIES IN SOUTHERN CALIFORNIA. BY PROVIDING HEALTH AND WELLNESS, EDUCATIONAL, RECREATIONAL, ARTS AND INTERGENERATIONAL PROGRAMS, ENGAGE IMPROVES HEALTH AND PROLONGS INDEPENDENCE, DELAYING THE NEED FOR SENIORS TO MOVE TO MORE EXPENSIVE AND RESTRICTIVE LEVELS OF CARE, PROVIDING SUBSTANTIAL SAVINGS TO STATE AND FEDERAL FUNDING PROGRAMS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt014
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01286178
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt015324
IRS990/FeesForServicesAccountingGrp/TotalAmt015324
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt07086
IRS990/FeesForServicesLegalGrp/TotalAmt07086
IRS990/FeesForServicesOtherGrp/FundraisingAmt026408
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02722
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0104612
IRS990/FeesForServicesOtherGrp/TotalAmt0133742
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt710960
IRS990/Form990PartVIISectionAGrp/PersonNm0CHARMAINE ATHERTON
IRS990/Form990PartVIISectionAGrp/PersonNm1GRAHAM ESPLEY-JONES
IRS990/Form990PartVIISectionAGrp/PersonNm2PHIL STARR
IRS990/Form990PartVIISectionAGrp/PersonNm3DR ROBERT WANG
IRS990/Form990PartVIISectionAGrp/PersonNm4ANTHONY POLK
IRS990/Form990PartVIISectionAGrp/PersonNm5MELISSA LANFRE
IRS990/Form990PartVIISectionAGrp/PersonNm6VICKI CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm7TIM CARPENTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7144062
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt015930
IRS990/FundraisingGrossIncomeAmt023600
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt032960
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01797235
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt05484
IRS990/InformationTechnologyGrp/TotalAmt05484
IRS990/InsuranceGrp/ManagementAndGeneralAmt02496
IRS990/InsuranceGrp/ProgramServicesAmt02591
IRS990/InsuranceGrp/TotalAmt05087
IRS990/InvestmentIncomeGrp/ExclusionAmt0442
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0442
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt094
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ENGAGE IS A NONPROFIT HIRED BY THE OWNERS OF AFFORDABLE SENIOR APARTMENT COMMUNITIES TO PROVIDE A WHOLE-PERSON APPROACH TO CREATIVE AND HEALTHY AGING FOR THOUSANDS OF THEIR SENIOR RESIDENTS IN SOUTHERN CALIFORNIA. PROGRAMS PROVIDED INCLUDE LIFELONG LEARNING, ARTS/CREATIVITY, WELLNESS, INTERGENERATIONAL, COMMUNITY BUILDING, CULMINATING EVENTS, AND EXPERIENCE TALKS RADIO SHOW.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0920802
IRS990/NetAssetsOrFundBalancesEOYAmt01200558
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt07670
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt07670
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02222
IRS990/OccupancyGrp/ManagementAndGeneralAmt04157
IRS990/OccupancyGrp/ProgramServicesAmt013087
IRS990/OccupancyGrp/TotalAmt019466
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04206
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt067387
IRS990/OtherEmployeeBenefitsGrp/TotalAmt071593
IRS990/OtherExpensesGrp/Desc0PROGRAM FEES
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2BAD DEBTS
IRS990/OtherExpensesGrp/FundraisingAmt0173
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0880
IRS990/OtherExpensesGrp/ProgramServicesAmt0216084
IRS990/OtherExpensesGrp/ProgramServicesAmt1122972
IRS990/OtherExpensesGrp/ProgramServicesAmt27365
IRS990/OtherExpensesGrp/TotalAmt0216084
IRS990/OtherExpensesGrp/TotalAmt1124025
IRS990/OtherExpensesGrp/TotalAmt27365
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt047226
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt056336
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0458594
IRS990/OtherSalariesAndWagesGrp/TotalAmt0562156
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0100
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04239
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05687
IRS990/PayrollTaxesGrp/ProgramServicesAmt078716
IRS990/PayrollTaxesGrp/TotalAmt088642
IRS990/PensionPlanContributionsGrp/FundraisingAmt01454
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01709
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012488
IRS990/PensionPlanContributionsGrp/TotalAmt015651
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0616840
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0404460
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01307
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017044
IRS990/PrincipalOfficerNm0TIM CARPENTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM AND START UP F
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0812251
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0812251
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0895629
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01921
IRS990/PYOtherExpensesAmt0574147
IRS990/PYOtherRevenueAmt022301
IRS990/PYProgramServiceRevenueAmt0850662
IRS990/PYRevenuesLessExpensesAmt0533134
IRS990/PYSalariesCompEmpBnftPaidAmt0663232
IRS990/PYTotalExpensesAmt01237379
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01770513
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0279756
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0812251
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0178270
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0178712
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0984542
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0933829
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0247596
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0298447
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0780486
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03244900
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0442
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01921
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02028
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02868
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02958
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010217
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03641786
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99690
IRS990ScheduleA/PublicSupportPY170Pct00.99530
IRS990ScheduleA/PublicSupportTotal170Amt03244900
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0984542
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0933829
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0247596
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0298447
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0780486
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03244900
IRS990ScheduleA/TotalSupportAmt03255117
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/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt015930
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01501549
IRS990ScheduleD/OtherExpensesIncludedAmt015930
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-15930
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-15930
IRS990ScheduleD/RevenueSubtotalAmt01797235
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SPECIAL EVENT COSTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENT COSTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01501549
IRS990ScheduleD/TotalRevenuePerForm990Amt01781305
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01797235
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01517479
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015930
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SENIOR OLYMPICS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03134
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03134
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023600
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07670
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09296
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09296
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0144062
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt010960
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TIM CARPENTER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0155022
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE COMPENSATION COMMITTEE REVIEWS THE EXECUTIVE DIRECTORS SALARY ON AN ANNUAL BASIS BASED ON CURRENT YEAR RESULTS, BUDGET CONSTRAINTS AND LOCAL COMPARABLE SALARY DATA. THIS IS THEN APPROVED AT A BOARD MEETING.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0GRAHAM ESPLEY-JONES FOR WESTERN COMMUNITY HOUSING
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER IS PRESIDENT & DIRECTOR OF AN AFFORDABLE HOUSING NONPROFIT.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0BOARD MEMBER IS THE MANAGING GENERAL PARTNER OF PARTNERSHIPS THAT OWN HOUSING COMMUNITIES THAT PAY PROGRAM ACTIVITY FEES TO ENGAGE.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD HAS GIVEN AUTHORITY TO THE EXECUTIVE DIRECTOR TO REVIEW, CHANGE, AND APPROVE THE TAX RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD IS REQUIRED UNDER THE CONFLICT OF INTEREST TO ANNUALLY ACKNOWLEDGE THAT THEY: I. HAVE RECEIVED A COPY OF ENGAGE, INC.'S CONFLICT OF INTEREST POLICY (THE "POLICY"). II. HAVE READ AND UNDERSTAND THE POLICY. III. HAVE AGREED TO COMPLY WITH THE POLICY. IV. UNDERSTAND THAT ENGAGE, INC. IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE EXECUTIVE DIRECTORS SALARY IN RELATION TO CURRENT YEAR RESULTS, BUDGET CONSTRAINTS AND LOCAL COMPARABLE SALARY DATA. THE PROPOSED SALARY IS THEN SUBMITTED TO THE BOARD FOR FINAL APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST DURING NORMAL BUSINESS HOURS AT THE BUSINESS OFFICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0422089
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0957434
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0999230
IRS990/TotalAssetsEOYAmt01248259
IRS990/TotalAssetsGrp/BOYAmt0999230
IRS990/TotalAssetsGrp/EOYAmt01248259
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0960942
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt099250
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0116121

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.12$0.72$1.45$1.86$0.41
2023Summary only. Only limited summary data is available for this year.$1.33$0.20$1.13$1.91$2.07$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.16$1.29$2.19$2.01$0.18
2021Summary only. Only limited summary data is available for this year.$1.44$0.33$1.11$1.91$1.81$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.11$1.01$1.86$1.78$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.14$0.93$1.60$2.37$0.77
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.18$1.69$2.37$2.07$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.07$1.40$1.81$1.61$0.20
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.05$1.20$1.78$1.50$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.08$0.92$1.77$1.24$0.53
2014Summary only. Only limited summary data is available for this year.$0.47$0.09$0.39$0.97$1.24$0.27
2013Summary only. Only limited summary data is available for this year.$0.74$0.09$0.66$1.07$1.14$0.07
2012Summary only. Only limited summary data is available for this year.$0.78$0.03$0.74$1.27$0.89$0.38
2011Summary only. Only limited summary data is available for this year.$0.38$0.02$0.36$0.76$0.73$0.03