Civic Intelligence

Engage the Art of Active Aging

990 • Fiscal year 2021 • EIN 80-0001152

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 27, 2022

Organization ProfileENGAGEDAGING.ORG

View Organization Page

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

70th percentile

0.23x

Higher debt load relative to assets than 70% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.18x

Higher debt load relative to revenue than 62% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

36th percentile

5.2%

Higher net margin than 36% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

88th percentile

$177,120

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

2.5%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets70th percentile

Assets

Flat

$1,442,230

Flat from 2021

Net Assets

Flat

$1,107,350

Flat from 2021

Liabilities

Flat

$334,880

Flat from 2021

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin36th percentile

Revenue

Flat

$1,905,656

Flat from 2021

Expenses

Flat

$1,805,793

Flat from 2021

Net Income

Flat

$99,863

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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 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

2021

Assets$1,442,230
Liabilities$334,880
Net Assets$1,107,350
Open 2021 Filing

Operations Trend

Revenue Growth36th percentile

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 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

2021

Revenue$1,905,656
Expenses$1,805,793
Net Income$99,863
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 27, 2022
Return Version
2020v4.2
Gross Receipts
$1,905,656
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.

Engage changes lives by transforming affordable senior and multi-generational housing into vibrant centers of learning, wellness & creativity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$358,074$889,736▲ $531,662
Pledges and Grants Receivable$556,500$378,371▼ $178,129
Accounts Receivable$49,408$93,198▲ $43,790
Savings and Temporary Cash Investments$145,540$61,785▼ $83,755
Prepaid Expenses and Deferred Charges$8,296$19,140▲ $10,844
Total Assets$1,117,818$1,442,230▲ $324,412
Liabilities
Unsecured Notes Loans Payable$0$206,780▲ $206,780
Accounts Payable and Accrued Expenses$101,581$128,100▲ $26,519
Deferred Revenue$8,750$0▼ $8,750
Total Liabilities$110,331$334,880▲ $224,549
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$568,106$848,493▲ $280,387
Net Assets With Donor Restrictions$439,381$258,857▼ $180,524
Total Net Assets Fund Balance$1,007,487$1,107,350▲ $99,863
Total Liabilities and Net Assets / Fund Balance$1,117,818$1,442,230▲ $324,412
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim CarpenterCEO/founderFT$156,197$20,923$177,120

Board Members and Trustees

NameTitle
Melissa LanfreChair
Bill CavanaughDirector
Dr Robert WangDirector
John FeatherDirector
John FugoDirector
Keren Brown WilsonDirector
Liz SchwarteDirector
Thomas CudjoeDirector
Dr Gregory BerkoffSecretary
Phil StarrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$686,542
Program Service Revenue
$1,218,755
Investment Income
$359
Other Revenue
$0
All Other Contributions
$686,542
Change in Net Assets
$99,863

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,905,656
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,905,656
Total Revenue per Form 990
$1,905,656
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,404,447
Other Expenses$401,346
Total Fundraising Expense$122,643
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$824,997$113,437$92,812$1,031,246
Current Officers, Directors, Trustees, and Key Employees$123,458$16,976$13,889$154,323
Payroll Taxes$80,790$11,108$9,089$100,987
Other Employee Benefits$27,392$58,317$2,650$88,359
Fees for Services Accounting-$39,345-$39,345
Pension Plan Contributions$23,625$3,249$2,658$29,532
Travel$24,873-$810$25,683
Occupancy$12,848$11,151$242$24,241
Fees for Services Other$22,446$448$366$23,260
Insurance$1,139$11,386$127$12,652
Fees for Services Legal-$6,780-$6,780
Other Expenses$4,136$606-$4,742
Conferences and Meetings$2,458--$2,458
All Other Expenses$-1,480--$-1,480
Total Functional Expenses$1,398,235$284,915$122,643$1,805,793

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,805,793
Total Expenses per Audited Statements$1,805,793
Total Expenses per Form 990$1,805,793
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 35% controlled entity
No
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 executive director's salary is compared to other nonprofit salaries within the area. This is reviewed by the board when the budget is prepared and adjusted accordingly.”

Form 990, Part VI, Section C, Line 19

“The organization makes its 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
Tim Carpenter
Title
CEO
Phone
8185639750
Signed
2022-04-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Carpenter
Formed
2001
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
45
Volunteers
25

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 471 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/BOYAmt0101581
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0128100
IRS990/AccountsReceivableGrp/BOYAmt049408
IRS990/AccountsReceivableGrp/EOYAmt093198
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ENGAGE CHANGES LIVES BY TRANSFORMING AFFORDABLE SENIOR AND MULTI-GENERATIONAL HOUSING INTO VIBRANT CENTERS OF LEARNING, WELLNESS & CREATIVITY.
IRS990/AllOtherContributionsAmt0686542
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0-1480
IRS990/AllOtherExpensesGrp/TotalAmt0-1480
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0QBIX
IRS990/BooksInCareOfDetail/PhoneNum04787870532
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0500A NORTHSIDE DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MACON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd031210
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0358074
IRS990/CashNonInterestBearingGrp/EOYAmt0889736
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt013889
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt016976
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0123458
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0154323
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02458
IRS990/ConferencesMeetingsGrp/TotalAmt02458
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0686542
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0359
IRS990/CYOtherExpensesAmt0401346
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01218755
IRS990/CYRevenuesLessExpensesAmt099863
IRS990/CYSalariesCompEmpBnftPaidAmt01404447
IRS990/CYTotalExpensesAmt01805793
IRS990/CYTotalFundraisingExpenseAmt0122643
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01905656
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt08750
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ENGAGE PROVIDES LIFE-ENHANCING PROGRAMS TO OVER 6000 LOW-INCOME SENIORS AND MULTI-GENERATIONAL FAMILY MEMBERS LIVING IN 43 APARTMENT COMMUNITIES THROUGHOUT SOUTHERN CALIFORNIA, AND HAS EXPANDED DELIVERY OF PROGRAMS TO AFFORDABLE APARTMENT COMMUNITIES IN NORTHERN CALIFORNIA AND OREGON. ENGAGE SERVICES IMPROVE HEALTH AND PROLONG INDEPENDENCE, AND DELAY THE NEED FOR RESIDENTS TO MOVE TO MORE EXPENSIVE AND RESTRICTIVE LEVELS OF CARE, BY PROVIDING HEALTH AND WELLNESS, EDUCATIONAL, RECREATIONAL, ARTS, AND INTERGENERATIONAL INSTRUCTIONS AND PROGRAMS AND INSTRUCTION, WHICH RESULT IN SUBSTANTIAL SAVINGS TO STATE AND FEDERAL FUNDING PROGRAMS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0439381
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0258857
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt045
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01398235
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt039345
IRS990/FeesForServicesAccountingGrp/TotalAmt039345
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt06780
IRS990/FeesForServicesLegalGrp/TotalAmt06780
IRS990/FeesForServicesOtherGrp/FundraisingAmt0366
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0448
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt022446
IRS990/FeesForServicesOtherGrp/TotalAmt023260
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/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
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/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1020923
IRS990/Form990PartVIISectionAGrp/PersonNm0DR GREGORY BERKOFF
IRS990/Form990PartVIISectionAGrp/PersonNm1PHIL STARR
IRS990/Form990PartVIISectionAGrp/PersonNm2BILL CAVANAUGH
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN FUGO
IRS990/Form990PartVIISectionAGrp/PersonNm4DR ROBERT WANG
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN FEATHER
IRS990/Form990PartVIISectionAGrp/PersonNm6KEREN BROWN WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm7THOMAS CUDJOE
IRS990/Form990PartVIISectionAGrp/PersonNm8LIZ SCHWARTE
IRS990/Form990PartVIISectionAGrp/PersonNm9MELISSA LANFRE
IRS990/Form990PartVIISectionAGrp/PersonNm10TIM CARPENTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10156197
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CEO/FOUNDER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01905656
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0127
IRS990/InsuranceGrp/ManagementAndGeneralAmt011386
IRS990/InsuranceGrp/ProgramServicesAmt01139
IRS990/InsuranceGrp/TotalAmt012652
IRS990/InvestmentIncomeGrp/ExclusionAmt0359
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0359
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt060
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01007487
IRS990/NetAssetsOrFundBalancesEOYAmt01107350
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0568106
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0848493
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0242
IRS990/OccupancyGrp/ManagementAndGeneralAmt011151
IRS990/OccupancyGrp/ProgramServicesAmt012848
IRS990/OccupancyGrp/TotalAmt024241
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02650
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt058317
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt027392
IRS990/OtherEmployeeBenefitsGrp/TotalAmt088359
IRS990/OtherExpensesGrp/Desc0PROGRAM INSTRUCTION
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2COMMUNITY BUILDING
IRS990/OtherExpensesGrp/Desc3TRAINING AND EDUCATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012112
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1606
IRS990/OtherExpensesGrp/ProgramServicesAmt0153586
IRS990/OtherExpensesGrp/ProgramServicesAmt191114
IRS990/OtherExpensesGrp/ProgramServicesAmt26853
IRS990/OtherExpensesGrp/ProgramServicesAmt34136
IRS990/OtherExpensesGrp/TotalAmt0153586
IRS990/OtherExpensesGrp/TotalAmt1103226
IRS990/OtherExpensesGrp/TotalAmt26853
IRS990/OtherExpensesGrp/TotalAmt34742
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt092812
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0113437
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0824997
IRS990/OtherSalariesAndWagesGrp/TotalAmt01031246
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09089
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011108
IRS990/PayrollTaxesGrp/ProgramServicesAmt080790
IRS990/PayrollTaxesGrp/TotalAmt0100987
IRS990/PensionPlanContributionsGrp/FundraisingAmt02658
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03249
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt023625
IRS990/PensionPlanContributionsGrp/TotalAmt029532
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0556500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0378371
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08296
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019140
IRS990/PrincipalOfficerNm0TIM CARPENTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM AND START UP F
IRS990/ProgramServiceRevenueGrp/Desc1OTHER REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01205538
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113217
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01205538
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113217
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0786016
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0631
IRS990/PYOtherExpensesAmt0522056
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01073217
IRS990/PYRevenuesLessExpensesAmt081487
IRS990/PYSalariesCompEmpBnftPaidAmt01256321
IRS990/PYTotalExpensesAmt01778377
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01859864
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt099863
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01218755
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0145540
IRS990/SavingsAndTempCashInvstGrp/EOYAmt061785
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0686542
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0786016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0544867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01419642
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0900760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04337827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0359
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0631
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01924
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02190
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0847
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05951
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05221860
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99860
IRS990ScheduleA/PublicSupportPY170Pct00.99870
IRS990ScheduleA/PublicSupportTotal170Amt04337827
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0686542
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0786016
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0544867
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01419642
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0900760
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04337827
IRS990ScheduleA/TotalSupportAmt04343778
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/ExpensesSubtotalAmt01805793
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01905656
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01805793
IRS990ScheduleD/TotalRevenuePerForm990Amt01905656
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01905656
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01805793
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/BaseCompensationFilingOrgAmt0156197
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt04998
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt015925
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TIM CARPENTER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO/FOUNDER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0177120
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR'S SALARY IS COMPARED TO OTHER NONPROFIT SALARIES WITHIN THE AREA. THIS IS REVIEWED BY THE BOARD WHEN THE BUDGET IS PREPARED AND ADJUSTED ACCORDINGLY.
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 EXECUTIVE DIRECTOR'S SALARY IS COMPARED TO OTHER NONPROFIT SALARIES WITHIN THE AREA. THIS IS REVIEWED BY THE BOARD WHEN THE BUDGET IS PREPARED AND ADJUSTED ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS 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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01117818
IRS990/TotalAssetsEOYAmt01442230
IRS990/TotalAssetsGrp/BOYAmt01117818
IRS990/TotalAssetsGrp/EOYAmt01442230
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0686542
IRS990/TotalEmployeeCnt045
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0122643

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,442,230
Liabilities
$334,880
Net assets
$1,107,350
Revenue
$1,905,656
Expenses
$1,805,793
Net income
$99,863
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
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.33$1.11$1.91$1.81$0.10
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