Civic Intelligence

Advisers Give Back Inc

EIN 84-4685390 • 501(c)3 • Oakland, CA

Profile

AdvisersGiveBack.org is a 501(c)(3) non-profit organization that makes it easy for low and moderate income households to connect with a Certified Financial Planner volunteering their time to help others.

490 43rd St 350Oakland, CA 94609

n/A

Siviq Scores

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

Liabilities / Assets

95th percentile

1.70x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.50x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

17th percentile

-38%

Higher net margin than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$44,640

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 64.8% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

18th percentile

-56%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-55%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$20,166

Down $26,041 (-56%) from 2023

Liabilities

Up

$34,200

Up $405 (+1.2%) from 2023

Net Assets

Down

-$14,034

Down $26,446 (-213%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin17th percentile

Revenue

Down

$68,916

Down $83,136 (-55%) from 2023

Expenses

Down

$95,362

Down $14,708 (-13%) from 2023

Net Income

Down

-$26,446

Down $68,428 (-163%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$60K$40K$20K$0-$20K-$40KAssets 2020: $27,453Net Assets 2020: $27,4532020Assets 2021: $22,512Liabilities 2021: $23,141Net Assets 2021: -$6292021Assets 2022: $1,872Liabilities 2022: $31,442Net Assets 2022: -$29,5702022Assets 2023: $46,207Liabilities 2023: $33,795Net Assets 2023: $12,4122023Assets 2024: $20,166Liabilities 2024: $34,200Net Assets 2024: -$14,0342024

Highlighted filing

2024

Assets$20,166
Liabilities$34,200
Net Assets-$14,034
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2020: $42,316Expenses 2020: $14,863Net Income 2020: $27,4532020Revenue 2021: $51,618Expenses 2021: $79,700Net Income 2021: -$28,0822021Revenue 2022: $30,228Expenses 2022: $59,169Net Income 2022: -$28,9412022Revenue 2023: $152,052Expenses 2023: $110,070Net Income 2023: $41,9822023Revenue 2024: $68,916Expenses 2024: $95,362Net Income 2024: -$26,4462024

Highlighted filing

2024

Revenue$68,916
Expenses$95,362
Net Income-$26,446
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,166
Liabilities
$34,200
Net assets
-$14,034
Revenue
$68,916
Expenses
$95,362
Net income
-$26,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.20$0.34$0.14$0.69$0.95$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.34$0.12$1.52$1.10$0.42
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.31$0.30$0.30$0.59$0.29
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.01$0.52$0.80$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.42$0.15$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$68,916
Mission and Program Overview

Mission

AdvisersGiveBack.org is a 501(c)(3) non-profit organization that makes it easy for low and moderate income households to connect with a Certified Financial Planner volunteering their time to help others.

Program Services

DescriptionGrantsExpenses
OPERATING AN ONLINE PLATFORM FOR CLOSE TO 100 FINANCIAL PLANNERS TO SERVE THOUSANDS OF PRO BONO CLIENTS THROUGH COMMUNITY PARTNERSHIPS.$15,000$95,363
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW IVERSON-COMELOPresidentPT$44,640-$44,640
LISA NEIRATreasurer-$0--
ANITA IVERSON-COMELOSecretary-$0--
FRED BARSTEINTreasurer-$0--
FRANK PAREDirector-$0--
ERIC SONTAGDirector-$0--
REBEKAH KOHMESCHERDirector-$0--
SAM AFARI-AIKINSDirector-$0--
JORDAN DYSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Advisers Give Back Inc
EIN
84-4685390
Address
490 43RD ST 350, OAKLAND, CA 94609

Signing Officer

Name
Matthew Iverson-comelo
Title
President
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Linda M Little EA
Address
454 Las Gallinas Ave 336, San Rafael, CA 94903
Preparer
Linda M Little
Phone
4154991865
Supplemental Narrative

Additional Explanations

Other Revenue.1

“CARD REBATE $632”

Other Expenses.1001

“Advertising and Promotion $337”

Other Expenses.1002

“Office Expenses $18300”

Other Expenses.1005

“Travel $2120”

Other Expenses.1012

“Insurance $2784”

Other Expenses.1

“WEBSITE EXPENSES $11612”

Other Expenses.2

“MEALS $148”

Other Assets.1009

“Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $1250”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $2795 Accounts Payable and Accrued Expenses - Ending $3200”

Total Liabilities.1006

“Payable to Officers, Directors, Etc. - Beginning $31000 Payable to Officers, Directors, Etc. - Ending $31000”

Raw XML Appendix176 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATTHEW IVERSON-COMELO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANITA IVERSON-COMELO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRED BARSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FRANK PARE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ERIC SONTAG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6REBEKAH KOHMESCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SAM AFARI-AIKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JORDAN DYSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01250
IRS990EZ/OtherExpensesTotalAmt035301
IRS990EZ/OtherRevenueTotalAmt0632
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0AdvisersGiveBack.org is a 501(c)(3) non-profit organization that makes it easy for low and moderate income households to connect with a Certified Financial Planner volunteering their time to help others.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015000
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt048959
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt033795
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt095362
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IRS990EZ/TotalRevenueAmt068916
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt068284
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IRS990ScheduleA/TotalSupportAmt0291171
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CARD REBATE $632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $18300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $2120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $2784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEBSITE EXPENSES $11612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEALS $148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $1250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $2795 Accounts Payable and Accrued Expenses - Ending $3200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Payable to Officers, Directors, Etc. - Beginning $31000 Payable to Officers, Directors, Etc. - Ending $31000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1006
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW IVERSON-COMELO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADVISERS GIVE BACK INC
ReturnHeader/Filer/BusinessNameControlTxt0ADVI
ReturnHeader/Filer/EIN0844685390
ReturnHeader/Filer/USAddress/AddressLine1Txt0490 43RD ST 350
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094609
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Linda M Little EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0454 Las Gallinas Ave 336
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Rafael
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094903
ReturnHeader/PreparerPersonGrp/PhoneNum04154991865
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Linda M Little
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-17T15:42:24-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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