Civic Intelligence

Advisers Give Back Inc.

990EZ • Fiscal year 2020 • EIN 84-4685390

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileN/A
490 43rd St 350Oakland, CA 94609

(415) 250-6727

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$27,453

No earlier filing loaded for comparison.

Net Assets

$27,453

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

$42,316

No earlier filing loaded for comparison.

Expenses

$14,863

No earlier filing loaded for comparison.

Net Income

$27,453

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$27,453
Liabilities-
Net Assets$27,453
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$42,316
Expenses$14,863
Net Income$27,453
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$42,316
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
Completion of a four month pilot engaging nearly 200 pro bono clients and initial development of software to enable thousands of financial advisers to volunteer$14,863-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW IVERSON-COMELOPresidentPT$0--
Jon IversonTreasurer-$0--
ANITA IVERSON-COMELOSecretary-$0--
FRED BARSTEINChairman-$0--
ALISE KRAUSDirector-$0--
FRANK PAREDirector-$0--
JESSE PENCEDirector-$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
2021-11-15
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 Expenses.1008

“Interest $42”

Other Expenses.1

“OUTSIDE SERVICES $14183”

Other Expenses.2

“LICENSING/FEES $600”

Other Expenses.3

“MERCHANT FEES $38”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $6000”

Raw XML Appendix148 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRED BARSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALISE KRAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5FRANK PARE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JESSE PENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06000
IRS990EZ/OtherExpensesTotalAmt014863
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/GrantsAndAllocationsAmt014863
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt00
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014863
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IRS990EZ/TotalRevenueAmt042316
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt042316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt042316
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt042316
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IRS990ScheduleA/TotalSupportAmt042316
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest $42
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LICENSING/FEES $600
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1011
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
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ReturnHeader/PreparerPersonGrp/PhoneNum04154991865
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ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,453
Liabilities
-
Net assets
$27,453
Revenue
$42,316
Expenses
$14,863
Net income
$27,453
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