Civic Intelligence

Association for Growth and Education

EIN 82-3338973 • 501(c)3 • Berkeley, CA

Profile

Age was formed to engage in charitable and educational activities that support programs that assist people in midlife who need educational assistance to prepare themselves for their next personal era.

2342 Shattuck Avenue Suite 886Berkeley, CA 94704

agegives.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$11,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

3rd percentile

-78%

Faster asset growth than 3% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-28%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$50,478

Down $184,290 (-78%) from 2023

Liabilities

Down

$0

Down $50,000 (-100%) from 2023

Net Assets

Down

$50,478

Down $134,290 (-73%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin14th percentile

Revenue

Down

$549,428

Down $211,225 (-28%) from 2023

Expenses

Up

$683,718

Up $33,347 (+5.1%) from 2023

Net Income

Down

-$134,290

Down $244,572 (-222%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2020: $21,145Liabilities 2020: $0Net Assets 2020: $21,1452020Assets 2021: $32,285Liabilities 2021: $0Net Assets 2021: $32,2852021Assets 2022: $74,486Liabilities 2022: $0Net Assets 2022: $74,4862022Assets 2023: $234,768Liabilities 2023: $50,000Net Assets 2023: $184,7682023Assets 2024: $50,478Liabilities 2024: $0Net Assets 2024: $50,4782024

Highlighted filing

2024

Assets$50,478
Liabilities$0
Net Assets$50,478
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2020: $186,062Expenses 2020: $164,920Net Income 2020: $21,1422020Revenue 2021: $230,916Expenses 2021: $219,776Net Income 2021: $11,1402021Revenue 2022: $399,387Expenses 2022: $357,186Net Income 2022: $42,2012022Revenue 2023: $760,653Expenses 2023: $650,371Net Income 2023: $110,2822023Revenue 2024: $549,428Expenses 2024: $683,718Net Income 2024: -$134,2902024

Highlighted filing

2024

Revenue$549,428
Expenses$683,718
Net Income-$134,290
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$50,478
Liabilities
$0
Net assets
$50,478
Revenue
$549,428
Expenses
$683,718
Net income
-$134,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$5.49$6.84$1.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.50$1.85$7.61$6.50$1.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$3.99$3.57$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$2.31$2.20$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$1.86$1.65$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2024
Return Version
2024v5.1
Gross Receipts
$549,428
Mission and Program Overview

Mission

Education

see schedule O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$184,768$50,478▼ $134,290
Cash and Non-Interest-Bearing Accounts$232,017$49,607▼ $182,410
Accounts Receivable$595$524▼ $71
Prepaid Expenses and Deferred Charges$2,156$347▼ $1,809
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$234,768$50,478▼ $184,290
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$50,000$0▼ $50,000
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$50,000$0▼ $50,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$184,768$50,478▼ $134,290
Total Liabilities and Net Assets / Fund Balance$234,768$50,478▼ $184,290
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
Rachel GershwinDirector$11,000$11,000

Board Members and Trustees

NameTitle
Stephen T Conley JrDirector, Chair of the Board
Anne ConleyPresident
Amy LockwoodDirector
Wanda WhitakerDirector
Lilly GriffinSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$549,428
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$549,428
Change in Net Assets
$-134,290
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$590,000
Other Expenses$82,718
Salaries, Compensation, and Employee Benefits$11,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$590,000--$590,000
All Other Expenses-$55,801-$55,801
Current Officers, Directors, Trustees, and Key Employees-$11,000-$11,000
Other Expenses-$10,169-$10,169
Fees for Services Accounting-$7,982-$7,982
Insurance-$1,721-$1,721
Total Functional Expenses$590,000$93,718$0$683,718
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mea Pescadero LLCLivingston, NJ501(c)(3)IN SUPPORT OF MEA PESCADERO (Activist in Residence program)$495,000
Civic Ventures DBA CoGenerateorgSan Francisco, CA-In Support of Civic Ventures$50,000
Esalen InstituteBig Sur, CA501(c)(3)In Support of Esalen Institute$25,000
Stanford Center for LongevityStanford, CA501(c)(3)In Support of Stanford Center for Longevity$20,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI SECTION B line 15

“Executive compensation review: article iv section 17. The board of directors (or a board committee) shall review any compensation packages (including all benefits) of the president or the cheif executive officer and the treasurer or chirf financial officer, regardless of job title, and shall approve such compensation only after determining that the compensation is just and reasonable. This review and approval shall occur when such officer is hired, when the term of employment of such officer is renewed or extended, and when the compensation of such officer is modified, unless the modification applies to substantially all of the employees of this corporation.”

Part VI SECTION A line 2

“Chair of the board has a family relationship with the president.”

Filing and Contact Details

Filer

Filer Name
Association for Growth and Education
EIN
82-3338973
In Care Of
% ELITE FINANCIAL COMPANY INC
Phone
4156769880
Address
2342 Shattuck Avenue Suite 886, Berkeley, CA 94704

Signing Officer

Name
Anne Conley
Title
President
Phone
4156769880
Signed
2024-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Conley
Formed
2017
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
19

Preparer

Firm
Bdo USA
Address
ONE BUSH STREET STE 1800, SAN FRANCISCO, CA 94104-4425
Preparer
Michael Campbell
Phone
4153977900
Supplemental Narrative

Additional Explanations

part I line 1

“We support programs that assist people in midlife who need educational assistance to prepare themselves for their next personal era but do not have the tools, support, guidance, or financial means to facilitate that on their own.”

Raw XML AppendixShowing 400 of 449 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/PYTotalExpensesAmt0650371
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IRS990/PYTotalRevenueAmt0760653
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
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IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/First5Years170Ind0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0760653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0399387
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0230916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0186062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02126446
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportTotal170Amt02126446
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0549428
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0760653
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0399387
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0230916
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0186062
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02126446
IRS990ScheduleA/TotalSupportAmt02126446
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleI/RecipientTable/CashGrantAmt0495000
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/CashGrantAmt220000
IRS990ScheduleI/RecipientTable/CashGrantAmt350000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0IN SUPPORT OF MEA PESCADERO (Activist in Residence program)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1IN SUPPORT OF ESALEN INSTITUTE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2IN SUPPORT OF STANFORD CENTER FOR LONGEVITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3IN SUPPORT OF CIVIC VENTURES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MEA PESCADERO LLC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ESALEN INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2STANFORD CENTER FOR LONGEVITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Civic Ventures DBA CoGenerateorg
IRS990ScheduleI/RecipientTable/RecipientEIN0832131727
IRS990ScheduleI/RecipientTable/RecipientEIN1946114235
IRS990ScheduleI/RecipientTable/RecipientEIN2941156365
IRS990ScheduleI/RecipientTable/RecipientEIN3943274339
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0C/O Angela Lusby SVP Finance 93 E
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt155000 CA-1
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2365 Lasuen St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO Box 29542
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Livingston
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BIG SUR
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Stanford
IRS990ScheduleI/RecipientTable/USAddress/CityNm3San Francisco
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ARTICLE IX: GRANT ADMINISTRATION SECTION 2. BOARD OF DIRECTORS OVERSIGHT THE BOARD OF DIRECTORS SHALL EXCERCISE ITSELF, OR DELEGATE, SUBJECT TO ITS SUPERVISION, CONTROL OVER GRANTS, CONTRIBUTIONS, AND OTHER FINANCIAL ASSISTANCE PROVIDED BY THIS CORPORTATION. THE BOARD SHALL APPROVE A PROCESS FOR REVIEWING AND APPROVING OR DECLINING ALL REQUESTS FOR FUNDS MADE TO THIS CORPORATION, WHICH SHALL REQUIRE SUCH REQUESTS TO SPECIFY THE USE TO WHICH THE FUNDS WILL BE PUT, AND INCLUDE A MECHANISM FOR REGULAR BOARD REVIEW OF ALL GRANTS MADE. SECTION 3. REFUSAL; WITHDRAWL THE BOARD OF DERECTORS, IN ITS ABSOLUTE DISCRETION, SHALL HAVE THE RIGHT TO REFUSE TO MAKE ANY GRANTS OR CONTRIBUTIONS, OR TO RENDER OTHER FINANCIAL ASSISTANCE TO, FOR ANY OR ALL OF THE PURPOSES FOR WHICH THE FUNDS ARE REQUESTED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PROCEDURE FOR MONITORING THE USE OF FUNDS
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE COMPENSATION REVIEW: ARTICLE IV SECTION 17. THE BOARD OF DIRECTORS (OR A BOARD COMMITTEE) SHALL REVIEW ANY COMPENSATION PACKAGES (INCLUDING ALL BENEFITS) OF THE PRESIDENT OR THE CHEIF EXECUTIVE OFFICER AND THE TREASURER OR CHIRF FINANCIAL OFFICER, REGARDLESS OF JOB TITLE, AND SHALL APPROVE SUCH COMPENSATION ONLY AFTER DETERMINING THAT THE COMPENSATION IS JUST AND REASONABLE. THIS REVIEW AND APPROVAL SHALL OCCUR WHEN SUCH OFFICER IS HIRED, WHEN THE TERM OF EMPLOYMENT OF SUCH OFFICER IS RENEWED OR EXTENDED, AND WHEN THE COMPENSATION OF SUCH OFFICER IS MODIFIED, UNLESS THE MODIFICATION APPLIES TO SUBSTANTIALLY ALL OF THE EMPLOYEES OF THIS CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Chair of the board has a family relationship with the president.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2We support programs that assist people in midlife who need educational assistance to prepare themselves for their next personal era but do not have the tools, support, guidance, or financial means to facilitate that on their own.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI SECTION B line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI SECTION A line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2part I line 1
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IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt011000

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