Civic Intelligence

Set to Thrive

990EZ • Fiscal year 2022 • EIN 87-1066891

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 13, 2023

Organization ProfileSETTOTHRIVE.ORG
PO Box 1331San Ramon, CA 94583

(925) 984-1768

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

83rd percentile

36%

Higher net margin than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$510

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

$26,258

No earlier filing loaded for comparison.

Net Assets

$26,258

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin83rd percentile

Revenue

$118,962

No earlier filing loaded for comparison.

Expenses

$76,619

No earlier filing loaded for comparison.

Net Income

$42,343

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.

$200K$150K$100K$50K$0Assets 2022: $26,258Liabilities 2022: $0Net Assets 2022: $26,2582022Assets 2023: $172,837Liabilities 2023: $16,161Net Assets 2023: $156,6762023Assets 2024: $154,308Liabilities 2024: $9,556Net Assets 2024: $144,7522024

Highlighted filing

2022

Assets$26,258
Liabilities$0
Net Assets$26,258
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2022: $118,962Expenses 2022: $76,619Net Income 2022: $42,3432022Revenue 2023: $174,411Expenses 2023: $175,634Net Income 2023: -$1,2232023Revenue 2024: $173,365Expenses 2024: $187,008Net Income 2024: -$13,6432024

Highlighted filing

2022

Revenue$118,962
Expenses$76,619
Net Income$42,343
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 13, 2023
Return Version
2022v5.0
Gross Receipts
$118,962
Mission and Program Overview

Mission

To support foster youth and other in need persons by providing a custom thrive bag filled with new essential items (clothing, hygiene products, etc.) when those youth enter into the foster care system or transition within homes in the foster care system.

To support foster youth and other in need persons by providing a custom bag filled with new essential items (clothing, hygiene products, etc.) when those youth enter into the foster care system or transition within homes in the foster care system.

Program Services

DescriptionGrantsExpenses
PROVIDE THRIVE BAGS TO FOSTER CHILDREN (VIA SOCIAL WORKERS WORKING WITH EACH CHILD)$49,519$69,844
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDRA GAWELEvp-$510-$510
LISA HENDERSONPresident & CEO-$0--
PHILIP HENDERSONSecretary/Treasurer/CFO-$0--
LORIE BURTONDirector-$0--
KIMBLE COOKDirector-$0--
ANASTASIA HENDERSONDirector-$0--
MARY MCHALEDirector-$0--
CADI STEPHENSONDirector-$0--
MARK DREXLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Set to Thrive
EIN
87-1066891
Phone
9259841768
Address
PO BOX 1331, SAN RAMON, CA 94583

Signing Officer

Name
Lisa Henderson
Title
CEO
Phone
9259841768
Signed
2023-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
18500 VON KARMAN AVE 10TH FLOOR, IRVINE, CA 92612
Preparer
Brian Yacker
Phone
9492222999
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: various individuals. Grantee relationship: none. Property description: thrive bags. Book value of property: 49,467. Date of gift: 12/31/22. Amount given: 49,467.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: advertising and marketing. Amount: 3,721. Description: office expenses. Amount: 2,412. Description: supplies. Amount: 19,689. Total to form 990-ez, line 16: 25,822.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: prior period adjustment. Amount: -21,988.”

Raw XML Appendix178 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/BooksInCareOfDetail/USAddress/CityNm0SAN RAMON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PHILIP HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORIE BURTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIMBLE COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANASTASIA HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARY MCHALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CADI STEPHENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARK DREXLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ALEXANDRA GAWEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TREASURER/CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8EVP
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-21988
IRS990EZ/OtherExpensesTotalAmt025822
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT FOSTER YOUTH AND OTHER IN NEED PERSONS BY PROVIDING A CUSTOM BAG FILLED WITH NEW ESSENTIAL ITEMS (CLOTHING, HYGIENE PRODUCTS, ETC.) WHEN THOSE YOUTH ENTER INTO THE FOSTER CARE SYSTEM OR TRANSITION WITHIN HOMES IN THE FOSTER CARE SYSTEM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE THRIVE BAGS TO FOSTER CHILDREN (VIA SOCIAL WORKERS WORKING WITH EACH CHILD)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt049519
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069844
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt0627
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt069844
IRS990EZ/TotalRevenueAmt0118962
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SETTOTHRIVE.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0118962
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalSupportAmt0118962
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: VARIOUS INDIVIDUALS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: THRIVE BAGS. BOOK VALUE OF PROPERTY: 49,467. DATE OF GIFT: 12/31/22. AMOUNT GIVEN: 49,467.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING AND MARKETING. AMOUNT: 3,721. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 2,412. DESCRIPTION: SUPPLIES. AMOUNT: 19,689. TOTAL TO FORM 990-EZ, LINE 16: 25,822.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -21,988.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA HENDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09259841768
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SET TO THRIVE
ReturnHeader/Filer/BusinessNameControlTxt0SETT
ReturnHeader/Filer/EIN0871066891
ReturnHeader/Filer/PhoneNum09259841768
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1331
ReturnHeader/Filer/USAddress/CityNm0SAN RAMON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094583
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018500 VON KARMAN AVE 10TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092612
ReturnHeader/PreparerPersonGrp/PhoneNum09492222999
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN YACKER
ReturnHeader/ReturnTs02023-10-14T21:03:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HENDERSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,258
Liabilities
$0
Net assets
$26,258
Revenue
$118,962
Expenses
$76,619
Net income
$42,343
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.10$1.45$1.73$1.87$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.16$1.57$1.74$1.76$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.19$0.77$0.42