Civic Intelligence

Engage the Art of Active Aging

990 • Fiscal year 2019 • EIN 80-0001152

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 27, 2020

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

58th percentile

0.13x

Higher debt load relative to assets than 58% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

50th percentile

0.09x

Higher debt load relative to revenue than 50% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

6th percentile

-48%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

2nd percentile

-43%

Faster asset growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-32%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,069,781

Down $802,644 (-43%) from 2018

Net Assets

Down

$926,000

Down $765,656 (-45%) from 2018

Liabilities

Down

$143,781

Down $36,988 (-20%) from 2018

Revenue

Down

$1,603,803

Down $761,639 (-32%) from 2018

Expenses

Up

$2,369,459

Up $298,932 (+14%) from 2018

Net Income

Down

-$765,656

Down $1,060,571 (-360%) from 2018

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

2019

Assets$1,069,781
Liabilities$143,781
Net Assets$926,000

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

2019

Revenue$1,603,803
Expenses$2,369,459
Net Income-$765,656
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 27, 2020
Return Version
2018v3.1
Gross Receipts
$1,603,803
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
Savings and Temporary Cash Investments$773,957$498,790▼ $275,167
Pledges and Grants Receivable$846,500$420,250▼ $426,250
Other Notes and Loans Receivable, Net$84,000$0▼ $84,000
Cash and Non-Interest-Bearing Accounts$34,465$72,088▲ $37,623
Accounts Receivable$132,413$70,360▼ $62,053
Prepaid Expenses and Deferred Charges$1,090$8,293▲ $7,203
Total Assets$1,872,425$1,069,781▼ $802,644
Liabilities
Accounts Payable and Accrued Expenses$180,769$137,948▼ $42,821
Deferred Revenue-$5,833-
Total Liabilities$180,769$143,781▼ $36,988
Net Assets / Fund Balance
Temporarily Rstr Net Assets$931,921$701,206▼ $230,715
Unrestricted Net Assets$759,735$224,794▼ $534,941
Total Net Assets Fund Balance$1,691,656$926,000▼ $765,656
Total Liabilities and Net Assets / Fund Balance$1,872,425$1,069,781▼ $802,644
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim CarpenterExecutive DirectorFT$158,898$15,925$174,823

Board Members and Trustees

NameTitle
Melissa LanfreChair
Bill CavanaughDirector
Dr Gregory BerkoffDirector
Dr Robert WangDirector
John FugoDirector
Keren Brown WilsonDirector
Phil StarrDirector
Wendy HolmesDirector
Charmaine AthertonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$544,867
Program Service Revenue
$1,057,012
Investment Income
$1,924
Other Revenue
$0
All Other Contributions
$431,767
Change in Net Assets
$-765,656

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,603,803
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,603,803
Total Revenue per Form 990
$1,603,803
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,302,332
Other Expenses$1,067,127
Total Fundraising Expense$152,318
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$783,102$82,356$73,374$938,832
Fees for Services Other$167,406$21,018$13,146$201,570
Current Officers, Directors, Trustees, and Key Employees$134,020$14,094$12,557$160,671
Other Employee Benefits$92,945$11,986$10,679$115,610
Travel$112,621$188$1,879$114,688
Payroll Taxes$72,751$7,651$6,817$87,219
Fees for Services Legal$16,937$14,862-$31,799
Conferences and Meetings$10,203$5,110$7,655$22,968
Fees for Services Accounting-$16,348-$16,348
Other Expenses$15,394$26,879$25,091$15,394
Occupancy$5,892$760$677$7,329
Insurance$3,856$497$443$4,796
All Other Expenses$3,972--$3,972
Total Functional Expenses$1,961,838$255,303$152,318$2,369,459

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,369,459
Total Expenses per Audited Statements$2,369,459
Total Expenses per Form 990$2,369,459
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
No
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 11B

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 Inc
EIN
80-0001152
Phone
8185639750
Address
240 EAST VERDUGO AVENUE NO 100, BURBANK, CA 91502

Signing Officer

Name
Tom Wheatley
Title
CFO
Phone
8185639750
Signed
2020-04-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Wheatley
Formed
2001
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
42
Volunteers
125

Preparer

Firm
HENSIEK & CARON CPA'S
Address
650 SIERRA MADRE VILLA 303, PASADENA, CA 91107
Preparer
Susan Caron
Phone
6267929988
Raw XML AppendixShowing 400 of 467 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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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.
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IRS990/MissionDesc0ENGAGE, 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.
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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010679
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011986
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt092945
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0115610
IRS990/OtherExpensesGrp/Desc0PROGRAM INSTRUCTION
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2BAD DEBTS
IRS990/OtherExpensesGrp/Desc3COMMUNITY BUILDING
IRS990/OtherExpensesGrp/FundraisingAmt025091
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt053554
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt126879
IRS990/OtherExpensesGrp/ProgramServicesAmt0326296
IRS990/OtherExpensesGrp/ProgramServicesAmt1147784
IRS990/OtherExpensesGrp/ProgramServicesAmt268659
IRS990/OtherExpensesGrp/ProgramServicesAmt315394
IRS990/OtherExpensesGrp/TotalAmt0326296
IRS990/OtherExpensesGrp/TotalAmt1226429
IRS990/OtherExpensesGrp/TotalAmt295538
IRS990/OtherExpensesGrp/TotalAmt315394
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt073374
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt082356
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0783102
IRS990/OtherSalariesAndWagesGrp/TotalAmt0938832
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt084000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06817
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07651
IRS990/PayrollTaxesGrp/ProgramServicesAmt072751
IRS990/PayrollTaxesGrp/TotalAmt087219
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0846500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0420250
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01090
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08293
IRS990/PrincipalOfficerNm0TOM WHEATLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM AND START UP F
IRS990/ProgramServiceRevenueGrp/Desc1OTHER REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01049975
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17037
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01049975
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17037
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01398822
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02190
IRS990/PYOtherExpensesAmt0939077
IRS990/PYOtherRevenueAmt07174
IRS990/PYProgramServiceRevenueAmt0957256
IRS990/PYRevenuesLessExpensesAmt0294915
IRS990/PYSalariesCompEmpBnftPaidAmt01131450
IRS990/PYTotalExpensesAmt02070527
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02365442
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-765656
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01057012
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0773957
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0498790
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0544867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01419642
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0900760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0984542
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0933829
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04783640
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01924
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02190
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0847
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0442
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01921
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07324
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04592801
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99850
IRS990ScheduleA/PublicSupportPY170Pct00.99830
IRS990ScheduleA/PublicSupportTotal170Amt04783640
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0544867
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01419642
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0900760
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0984542
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0933829
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04783640
IRS990ScheduleA/TotalSupportAmt04790964
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02369459
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01603803
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02369459
IRS990ScheduleD/TotalRevenuePerForm990Amt01603803
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01603803
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02369459
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/BaseCompensationFilingOrgAmt0158898
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt015925
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TIM CARPENTER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0174823
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
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 11B
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0931921
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0701206
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01872425
IRS990/TotalAssetsEOYAmt01069781
IRS990/TotalAssetsGrp/BOYAmt01872425
IRS990/TotalAssetsGrp/EOYAmt01069781
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0544867
IRS990/TotalEmployeeCnt042
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0152318
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0255303
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01961838
IRS990/TotalFunctionalExpensesGrp/TotalAmt02369459
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0180769
IRS990/TotalLiabilitiesEOYAmt0143781
IRS990/TotalLiabilitiesGrp/BOYAmt0180769

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
2019Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits