Civic Intelligence

Engage the Art of Active Aging

990 • Fiscal year 2022 • EIN 80-0001152

Jul 01, 2021 to Jun 30, 2022 • Filed on Jun 13, 2023

240 East Verdugo Avenue 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

0.11x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

48th percentile

0.07x

Higher debt load relative to revenue than 48% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

53rd percentile

8.4%

Higher net margin than 53% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

88th percentile

$181,427

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

48th percentile

0.5%

Faster asset growth than 48% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

62nd percentile

15%

Faster revenue growth than 62% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$1,449,458

Up $7,228 (+0.5%) from 2021

Net Assets

Up

$1,291,651

Up $184,301 (+17%) from 2021

Liabilities

Down

$157,807

Down $177,073 (-53%) from 2021

Revenue

Up

$2,190,444

Up $284,788 (+15%) from 2021

Expenses

Up

$2,006,143

Up $200,350 (+11%) from 2021

Net Income

Up

$184,301

Up $84,438 (+85%) from 2021

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

2022

Assets$1,449,458
Liabilities$157,807
Net Assets$1,291,651

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

2022

Revenue$2,190,444
Expenses$2,006,143
Net Income$184,301
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jun 13, 2023
Return Version
2021v4.2
Gross Receipts
$2,190,444
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$889,736$973,110▲ $83,374
Pledges and Grants Receivable$378,371$310,881▼ $67,490
Accounts Receivable$93,198$77,099▼ $16,099
Savings and Temporary Cash Investments$61,785$61,804▲ $19
Prepaid Expenses and Deferred Charges$19,140$26,564▲ $7,424
Total Assets$1,442,230$1,449,458▲ $7,228
Liabilities
Unsecured Notes Loans Payable$206,780$0▼ $206,780
Accounts Payable and Accrued Expenses$128,100$157,807▲ $29,707
Total Liabilities$334,880$157,807▼ $177,073
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$848,493$788,880▼ $59,613
Net Assets With Donor Restrictions$258,857$502,771▲ $243,914
Total Net Assets Fund Balance$1,107,350$1,291,651▲ $184,301
Total Liabilities and Net Assets / Fund Balance$1,442,230$1,449,458▲ $7,228
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim CarpenterCEO/founderFT$158,283$23,144$181,427

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$815,845
Program Service Revenue
$1,374,580
Investment Income
$19
Other Revenue
$0
All Other Contributions
$508,905
Change in Net Assets
$184,301

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,190,444
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,190,444
Total Revenue per Form 990
$2,190,444
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,414,934
Other Expenses$591,209
Total Fundraising Expense$123,353
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$812,631$111,737$91,421$1,015,789
Current Officers, Directors, Trustees, and Key Employees$136,113$18,716$15,313$170,142
Other Employee Benefits$45,399$54,800$4,794$104,993
Fees for Services Accounting-$98,143-$98,143
Payroll Taxes$77,282$10,626$8,695$96,603
Fees for Services Other$40,675$231$189$41,095
Advertising$40,158--$40,158
Travel$28,847-$1,202$30,049
Pension Plan Contributions$11,785$14,252$1,370$27,407
Insurance$1,667$16,673$185$18,525
Occupancy$9,776$8,485$184$18,445
Fees for Services Legal-$12,797-$12,797
Conferences and Meetings$4,901--$4,901
Other Expenses$3,093$21,829-$3,093
Total Functional Expenses$1,514,501$368,289$123,353$2,006,143

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,006,143
Total Expenses per Audited Statements$2,006,143
Total Expenses per Form 990$2,006,143
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 100, BURBANK, CA 91502

Signing Officer

Name
Tim Carpenter
Title
CEO
Phone
8185639750
Signed
2023-06-13
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
42
Volunteers
50

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 469 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/BOYAmt0128100
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0157807
IRS990/AccountsReceivableGrp/BOYAmt093198
IRS990/AccountsReceivableGrp/EOYAmt077099
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ENGAGE CHANGES LIVES BY TRANSFORMING AFFORDABLE SENIOR AND MULTI-GENERATIONAL HOUSING INTO VIBRANT CENTERS OF LEARNING, WELLNESS & CREATIVITY.
IRS990/AdvertisingGrp/ProgramServicesAmt040158
IRS990/AdvertisingGrp/TotalAmt040158
IRS990/AllOtherContributionsAmt0508905
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/BOYAmt0889736
IRS990/CashNonInterestBearingGrp/EOYAmt0973110
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt015313
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt018716
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0136113
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0170142
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt04901
IRS990/ConferencesMeetingsGrp/TotalAmt04901
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0815845
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt019
IRS990/CYOtherExpensesAmt0591209
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01374580
IRS990/CYRevenuesLessExpensesAmt0184301
IRS990/CYSalariesCompEmpBnftPaidAmt01414934
IRS990/CYTotalExpensesAmt02006143
IRS990/CYTotalFundraisingExpenseAmt0123353
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02190444
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
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/BOYAmt0258857
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0502771
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt042
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01514501
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt098143
IRS990/FeesForServicesAccountingGrp/TotalAmt098143
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt012797
IRS990/FeesForServicesLegalGrp/TotalAmt012797
IRS990/FeesForServicesOtherGrp/FundraisingAmt0189
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0231
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt040675
IRS990/FeesForServicesOtherGrp/TotalAmt041095
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/OtherCompensationAmt1023144
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/ReportableCompFromOrgAmt10158283
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/GovernmentGrantsAmt0306940
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02190444
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0185
IRS990/InsuranceGrp/ManagementAndGeneralAmt016673
IRS990/InsuranceGrp/ProgramServicesAmt01667
IRS990/InsuranceGrp/TotalAmt018525
IRS990/InvestmentIncomeGrp/ExclusionAmt019
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt053
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/NetAssetsOrFundBalancesBOYAmt01107350
IRS990/NetAssetsOrFundBalancesEOYAmt01291651
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0848493
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0788880
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0184
IRS990/OccupancyGrp/ManagementAndGeneralAmt08485
IRS990/OccupancyGrp/ProgramServicesAmt09776
IRS990/OccupancyGrp/TotalAmt018445
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04794
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt054800
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt045399
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0104993
IRS990/OtherExpensesGrp/Desc0PROGRAM INSTRUCTION
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2TRAINING AND EDUCATION
IRS990/OtherExpensesGrp/Desc3COMMUNITY BUILDING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021829
IRS990/OtherExpensesGrp/ProgramServicesAmt0208090
IRS990/OtherExpensesGrp/ProgramServicesAmt190070
IRS990/OtherExpensesGrp/ProgramServicesAmt24014
IRS990/OtherExpensesGrp/ProgramServicesAmt33093
IRS990/OtherExpensesGrp/TotalAmt0208090
IRS990/OtherExpensesGrp/TotalAmt1111899
IRS990/OtherExpensesGrp/TotalAmt24014
IRS990/OtherExpensesGrp/TotalAmt33093
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt091421
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0111737
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0812631
IRS990/OtherSalariesAndWagesGrp/TotalAmt01015789
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08695
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010626
IRS990/PayrollTaxesGrp/ProgramServicesAmt077282
IRS990/PayrollTaxesGrp/TotalAmt096603
IRS990/PensionPlanContributionsGrp/FundraisingAmt01370
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014252
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011785
IRS990/PensionPlanContributionsGrp/TotalAmt027407
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0378371
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0310881
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019140
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026564
IRS990/PrincipalOfficerNm0TIM CARPENTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM AND START UP F
IRS990/ProgramServiceRevenueGrp/Desc1OTHER REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01364390
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110190
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01364390
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110190
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0686542
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0359
IRS990/PYOtherExpensesAmt0401346
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01218755
IRS990/PYRevenuesLessExpensesAmt099863
IRS990/PYSalariesCompEmpBnftPaidAmt01404447
IRS990/PYTotalExpensesAmt01805793
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01905656
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0184301
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01374580
IRS990/SavingsAndTempCashInvstGrp/BOYAmt061785
IRS990/SavingsAndTempCashInvstGrp/EOYAmt061804
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0815845
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0686542
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0786016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0544867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01419642
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04252912
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0359
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0631
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01924
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02190
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05123
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05680820
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99880
IRS990ScheduleA/PublicSupportPY170Pct00.99860
IRS990ScheduleA/PublicSupportTotal170Amt04252912
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0815845
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0686542
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0786016
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0544867
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01419642
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04252912
IRS990ScheduleA/TotalSupportAmt04258035
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/ExpensesSubtotalAmt02006143
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02190444
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02006143
IRS990ScheduleD/TotalRevenuePerForm990Amt02190444
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02190444
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02006143
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/BaseCompensationFilingOrgAmt0158283
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt06663
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt016481
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TIM CARPENTER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO/FOUNDER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0181427
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/TotalAssetsBOYAmt01442230
IRS990/TotalAssetsEOYAmt01449458
IRS990/TotalAssetsGrp/BOYAmt01442230
IRS990/TotalAssetsGrp/EOYAmt01449458
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0815845
IRS990/TotalEmployeeCnt042
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0123353
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0368289
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01514501

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
2022Detailed filing. Detailed filing data is available for this year.$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