Civic Intelligence

CIVIC Ventures

990 • Fiscal year 2022 • EIN 94-3274339

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

PO Box 29542San Francisco, CA 94129

(415) 866-8379

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.08x

Higher debt load relative to assets than 43% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

48th percentile

0.15x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

40th percentile

2.5%

Higher net margin than 40% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

91st percentile

$354,070

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

50th percentile

0.7%

Faster asset growth than 50% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

57th percentile

9.0%

Faster revenue growth than 57% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Up

$9,108,955

Up $61,279 (+0.7%) from 2021

Net Assets

Up

$8,334,754

Up $129,907 (+1.6%) from 2021

Liabilities

Down

$774,201

Down $68,628 (-8.1%) from 2021

Revenue

Up

$5,273,634

Up $434,260 (+9.0%) from 2021

Expenses

Up

$5,143,727

Up $303,293 (+6.3%) from 2021

Net Income

Up

$129,907

Up $130,967 (+12355%) from 2021

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $11,653,588Liabilities 2011: $601,150Net Assets 2011: $11,052,4382011Assets 2012: $11,232,239Liabilities 2012: $723,195Net Assets 2012: $10,509,0442012Assets 2013: $15,015,577Liabilities 2013: $1,752,943Net Assets 2013: $13,262,6342013Assets 2014: $9,226,507Liabilities 2014: $528,527Net Assets 2014: $8,697,9802014Assets 2015: $6,671,444Liabilities 2015: $486,959Net Assets 2015: $6,184,4852015Assets 2016: $14,375,876Liabilities 2016: $2,991,949Net Assets 2016: $11,383,9272016Assets 2017: $8,514,821Liabilities 2017: $368,531Net Assets 2017: $8,146,2902017Assets 2018: $6,620,166Liabilities 2018: $368,084Net Assets 2018: $6,252,0822018Assets 2019: $6,167,353Liabilities 2019: $385,372Net Assets 2019: $5,781,9812019Assets 2020: $9,304,007Liabilities 2020: $1,098,100Net Assets 2020: $8,205,9072020Assets 2021: $9,047,676Liabilities 2021: $842,829Net Assets 2021: $8,204,8472021Assets 2022: $9,108,955Liabilities 2022: $774,201Net Assets 2022: $8,334,7542022Assets 2023: $8,892,626Liabilities 2023: $728,803Net Assets 2023: $8,163,8232023Assets 2024: $5,061,056Liabilities 2024: $417,686Net Assets 2024: $4,643,3702024

Highlighted filing

2022

Assets$9,108,955
Liabilities$774,201
Net Assets$8,334,754

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $1,857,582Expenses 2011: $5,074,809Net Income 2011: -$3,217,2272011Revenue 2012: $5,038,099Expenses 2012: $5,537,517Net Income 2012: -$499,4182012Revenue 2013: $11,803,393Expenses 2013: $9,049,803Net Income 2013: $2,753,5902013Revenue 2014: $3,557,728Expenses 2014: $8,122,382Net Income 2014: -$4,564,6542014Revenue 2015: $3,807,220Expenses 2015: $6,320,715Net Income 2015: -$2,513,4952015Revenue 2016: $31,399,957Expenses 2016: $26,200,515Net Income 2016: $5,199,4422016Revenue 2017: $2,986,928Expenses 2017: $6,224,565Net Income 2017: -$3,237,6372017Revenue 2018: $4,214,829Expenses 2018: $6,109,037Net Income 2018: -$1,894,2082018Revenue 2019: $3,732,596Expenses 2019: $4,202,911Net Income 2019: -$470,3152019Revenue 2020: $7,281,374Expenses 2020: $4,857,448Net Income 2020: $2,423,9262020Revenue 2021: $4,839,374Expenses 2021: $4,840,434Net Income 2021: -$1,0602021Revenue 2022: $5,273,634Expenses 2022: $5,143,727Net Income 2022: $129,9072022Revenue 2023: $5,750,108Expenses 2023: $5,921,039Net Income 2023: -$170,9312023Revenue 2024: $1,804,441Expenses 2024: $5,324,894Net Income 2024: -$3,520,4532024

Highlighted filing

2022

Revenue$5,273,634
Expenses$5,143,727
Net Income$129,907
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 13, 2023
Return Version
2022v5.0
Gross Receipts
$5,273,634
Mission and Program Overview

Mission

Encore.org is an innovator, catalyzing change in culture, institutions and leadership to mobilize adults 50+ as a force for social good. We aim to shift the cultural norm of what is expected in midlife and beyond. We are a hub and champion of the encore movement - tapping the experience of people in the second half of adulthood to solve society's biggest problems. Our work is animated by a single powerful question: how can society best tap the talent, skills, and experience of the rapidly growing older population to solve significant social problems, make life better for future generations, and improve the lives of older people in the process? Through an inventive program portfolio, marketing, communications, research, and strategic alliances, encore.org demonstrates the value of experience in solving society's greatest challenges. We are increasingly focusing our work on the value of intergenerational opportunities to make the social change we are striving to achieve.

Cogenerate brings older and younger people together to solve problems, bridge divides, and co-create a better future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,222,873$6,040,766▼ $182,107
Cash and Non-Interest-Bearing Accounts$1,895,038$1,581,343▼ $313,695
Pledges and Grants Receivable$649,265$933,150▲ $283,885
Prepaid Expenses and Deferred Charges$21,544$30,659▲ $9,115
Land, Buildings, and Equipment, Net$6,116$21,443▲ $15,327
Accounts Receivable$18,000$17,377▼ $623
Total Assets$9,047,676$9,108,955▲ $61,279
Other Assets Total$234,840$484,217▲ $249,377
Liabilities
Other Liabilities$470,774$273,681▼ $197,093
Accounts Payable and Accrued Expenses$287,913$257,711▼ $30,202
Grants Payable$78,142$242,809▲ $164,667
Deferred Revenue$6,000--
Total Liabilities$842,829$774,201▼ $68,628
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,131,770$5,865,096▼ $266,674
Net Assets With Donor Restrictions$2,073,077$2,469,658▲ $396,581
Total Net Assets Fund Balance$8,204,847$8,334,754▲ $129,907
Total Liabilities and Net Assets / Fund Balance$9,047,676$9,108,955▲ $61,279

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$21,443$197,218$218,661
Other Assets Org$265,173--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marc FreedmanCo-CEOFT$300,000$54,070$354,070
Eunice Lin NicholsCo-CEOFT$215,472$10,990$226,462
Marci AlboherVP CommunicationsFT$163,979$27,245$191,224
Stefanie WeissStrategic Communications DirectorFT$149,126$27,400$176,526
A Megan MccarthyVP Operations & FinanceFT$159,059$8,150$167,209

Board Members and Trustees

NameTitle
Susan GianinnoChair
Chip ConleyCo-vice Chair
David HsuCo-vice Chair
Ellen GoodmanDirector
Joseph PlummerDirector
Marina KimDirector
Paul IrvingDirector
Rabbi Laura GellerDirector
Raymond JetsonSecretary
Dotty HayesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,840,538
Program Service Revenue
$351,270
Investment Income
$81,135
Other Revenue
$691
All Other Contributions
$4,054,154
Change in Net Assets
$129,907

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,273,634
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,273,634
Total Revenue per Form 990
$5,273,634
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,891,389
Grants and Similar Amounts Paid$1,326,739
Other Expenses$925,599
Total Fundraising Expense$362,402
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,239,360$405,045$172,824$1,817,229
Grants to Domestic Orgs$1,310,239--$1,310,239
Fees for Services Other$476,776$2,200$62,500$541,476
Current Officers, Directors, Trustees, and Key Employees$467,472-$63,000$530,472
Other Employee Benefits$188,916$35,419$15,315$239,650
Payroll Taxes$140,193$37,302$20,077$197,572
Pension Plan Contributions$75,987$18,607$11,872$106,466
Conferences and Meetings$33,390$72,195$613$106,198
Occupancy-$72,746-$72,746
Travel$49,348$4,577$3,266$57,191
Fees for Services Accounting-$20,182-$20,182
Grants to Domestic Individuals$16,500--$16,500
Insurance-$11,912-$11,912
Advertising$8,320--$8,320
Other Expenses$3,757$4,048$23$7,828
Depreciation Depletion-$6,433-$6,433
All Other Expenses$86,662$-93,087$11,469$5,044
Fees for Services Legal-$988-$988
Total Functional Expenses$4,150,237$631,088$362,402$5,143,727

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,143,727
Total Expenses per Audited Statements$5,143,727
Total Expenses per Form 990$5,143,727
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Various-available Upon RequestSan Francisco, CA501c3Encore Fellowships Network,innovation Fellows,national Service$1,275,450
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$273,681
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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

Board-adopted resolutions that state the form 990 and its related schedules be reviewed and approved on behalf of the board, by the audit committee and the treasurer prior to filing, and that the form 990 and its related schedules be delivered to the full board at the regularly scheduled meeting following the approval.

Form 990, Part VI, Section B, Line 12C

The organization monitors and enforces its conflict of interest policy through board and staff orientations, by annual written disclosures by board, staff, and key volunteers evaluating and recommending grant awards to organizations and individuals, and by requesting for and reporting in meeting minutes any disclosures of real or potential conflicts at the time any board resolution is considered and adopted.

Form 990, Part VI, Section B, Line 15

The organization's board of directors must review and approve the initial and any subsequent adjustments to compensation for any board members, officers, and key employees. At the time of review, a committee of the board reviews data compiled by the chief financial officer detailing the key management positions and related compensation for other nonprofit organizations similar to the organization in budget size, program activity and funding sources. Data is drawn from individual research/contacts, organizational websites, and published form 990's . In addition, the board of directors reviews and approves an annual personnel plan and payroll budget, including any budgeted bonus, merit or cola increases.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, form 1023, form 990, conflict of interest policies, and audited financial statements available to any party making the request. All documents exist in paper or digital form and are provided at no charge via first-class mail or e-mail.

Filing and Contact Details

Filer

Filer Name
Civic Ventures
EIN
94-3274339
Phone
4158668379
Address
PO BOX 29542, SAN FRANCISCO, CA 94129
Doing Business As
Cogenerate

Signing Officer

Name
Marc Freedman
Title
Co-CEO
Phone
4158668379
Signed
2023-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marc Freedman
Formed
1997
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
23
Volunteers
168

Preparer

Firm
Karlsson & Lane an Accountancy Corp
Address
4725 FIRST ST STE 226, PLEASANTON, CA 94566
Preparer
Penny L Lane CPA
Phone
9252715519
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional fees: program service expenses 476,776. Management and general expenses 2,200. Fundraising expenses 62,500. Total expenses 541,476.

Financial Statement Notes

PART X, LINE 2:

The organization has evaluated its tax positions for all open tax years. In management's judgment there are no uncertain tax positions as of december 31, 2022 and 2021.

Raw XML AppendixShowing 400 of 648 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/BOYAmt0287913
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0257711
IRS990/AccountsReceivableGrp/BOYAmt018000
IRS990/AccountsReceivableGrp/EOYAmt017377
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0COGENERATE BRINGS OLDER AND YOUNGER PEOPLE TOGETHER TO SOLVE PROBLEMS, BRIDGE DIVIDES, AND CO-CREATE A BETTER FUTURE.
IRS990/AdvertisingGrp/ProgramServicesAmt08320
IRS990/AdvertisingGrp/TotalAmt08320
IRS990/AllOtherContributionsAmt04054154
IRS990/AllOtherExpensesGrp/FundraisingAmt011469
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0-93087
IRS990/AllOtherExpensesGrp/ProgramServicesAmt086662
IRS990/AllOtherExpensesGrp/TotalAmt05044
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARCO AUSTIN
IRS990/BooksInCareOfDetail/PhoneNum04158668379
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 29542
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094129
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01895038
IRS990/CashNonInterestBearingGrp/EOYAmt01581343
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt063000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0467472
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0530472
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt0613
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt072195
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt033390
IRS990/ConferencesMeetingsGrp/TotalAmt0106198
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04840538
IRS990/CYGrantsAndSimilarPaidAmt01326739
IRS990/CYInvestmentIncomeAmt081135
IRS990/CYOtherExpensesAmt0925599
IRS990/CYOtherRevenueAmt0691
IRS990/CYProgramServiceRevenueAmt0351270
IRS990/CYRevenuesLessExpensesAmt0129907
IRS990/CYSalariesCompEmpBnftPaidAmt02891389
IRS990/CYTotalExpensesAmt05143727
IRS990/CYTotalFundraisingExpenseAmt0362402
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05273634
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt06000
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt06433
IRS990/DepreciationDepletionGrp/TotalAmt06433
IRS990/Desc0CHANGE THE NARRATIVE: WE WORK AS A CATALYST TO SHIFT THE CULTURAL NARRATIVE AND TELL A NEW STORY ABOUT COGENERATIONAL ACTION. WE WRITE BOOKS AND ESSAYS, SPONSOR RESEARCH, PARTNER WITH MEDIA, SPEAK OUT, AND HOLD VIRTUAL AND IN-PERSON EVENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0COGENERATE
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02073077
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02469658
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt023
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01210299
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt020182
IRS990/FeesForServicesAccountingGrp/TotalAmt020182
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0988
IRS990/FeesForServicesLegalGrp/TotalAmt0988
IRS990/FeesForServicesOtherGrp/FundraisingAmt062500
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02200
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0476776
IRS990/FeesForServicesOtherGrp/TotalAmt0541476
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
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/OtherCompensationAmt1039070
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1110990
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1227245
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt138150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1427400
IRS990/Form990PartVIISectionAGrp/PersonNm0SUSAN GIANINNO
IRS990/Form990PartVIISectionAGrp/PersonNm1CHIP CONLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID HSU
IRS990/Form990PartVIISectionAGrp/PersonNm3DOTTY HAYES
IRS990/Form990PartVIISectionAGrp/PersonNm4RAYMOND JETSON
IRS990/Form990PartVIISectionAGrp/PersonNm5ELLEN GOODMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6RABBI LAURA GELLER
IRS990/Form990PartVIISectionAGrp/PersonNm7MARINA KIM
IRS990/Form990PartVIISectionAGrp/PersonNm8JOSEPH PLUMMER
IRS990/Form990PartVIISectionAGrp/PersonNm9PAUL IRVING
IRS990/Form990PartVIISectionAGrp/PersonNm10MARC FREEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11EUNICE LIN NICHOLS
IRS990/Form990PartVIISectionAGrp/PersonNm12MARCI ALBOHER
IRS990/Form990PartVIISectionAGrp/PersonNm13A MEGAN MCCARTHY
IRS990/Form990PartVIISectionAGrp/PersonNm14STEFANIE WEISS
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/ReportableCompFromOrgAmt10315000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11215472
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12163979
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13159059
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14149126
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/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CO-CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11CO-CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OPERATIONS & FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt14STRATEGIC COMMUNICATIONS DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt0776384
IRS990/GrantsPayableGrp/BOYAmt078142
IRS990/GrantsPayableGrp/EOYAmt0242809
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt016500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt016500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01310239
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01310239
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05273634
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt011912
IRS990/InsuranceGrp/TotalAmt011912
IRS990/InvestmentIncomeGrp/ExclusionAmt081135
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt081135
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt056
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0197218
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06116
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021443
IRS990/LandBldgEquipCostOrOtherBssAmt0218661
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt010000
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0COGENERATE WAS FOUNDED NEARLY 25 YEARS AGO WITH A MISSION OF EXPANDING THE CONTRIBUTIONS OF OLDER PEOPLE AND CHANGING CULTURAL EXPECTATIONS FOR THE YEARS BEYOND 50. IN RECENT YEARS, WE'VE BEGUN TO FOCUS ON WHAT THE VAST AND GROWING OLDER POPULATION CAN DO IN COLLABORATION WITH YOUNGER PEOPLE TO SOLVE TODAY'S MOST PRESSING PROBLEMS. WE BELIEVE INTERGENERATIONAL COLLABORATION -- WHAT WE CALL "COGENERATION" -- IS AN ESSENTIAL AND EFFECTIVE STRATEGY TO FORGE BONDS ACROSS DIFFERENCES AND COMBAT POLARIZATION AND AGEISM. OUR MISSION TODAY IS TO BRING OLDER AND YOUNGER PEOPLE TOGETHER TO SOLVE PROBLEMS, BRIDGE DIVIDES, AND CO-CREATE THE FUTURE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08204847
IRS990/NetAssetsOrFundBalancesEOYAmt08334754
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06131770
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05865096
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt072746
IRS990/OccupancyGrp/TotalAmt072746
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0234840
IRS990/OtherAssetsTotalGrp/EOYAmt0484217
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt015315
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt035419
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0188916
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0239650
IRS990/OtherExpensesGrp/Desc0PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/Desc1TELECOMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt07
IRS990/OtherExpensesGrp/FundraisingAmt1320
IRS990/OtherExpensesGrp/FundraisingAmt21116
IRS990/OtherExpensesGrp/FundraisingAmt323
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014915
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114316
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23290
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34048
IRS990/OtherExpensesGrp/ProgramServicesAmt040964
IRS990/OtherExpensesGrp/ProgramServicesAmt17271
IRS990/OtherExpensesGrp/ProgramServicesAmt25082
IRS990/OtherExpensesGrp/ProgramServicesAmt33757
IRS990/OtherExpensesGrp/TotalAmt055886
IRS990/OtherExpensesGrp/TotalAmt121907
IRS990/OtherExpensesGrp/TotalAmt29488
IRS990/OtherExpensesGrp/TotalAmt37828
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt0470774
IRS990/OtherLiabilitiesGrp/EOYAmt0273681
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt012
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012
IRS990/OtherRevenueTotalAmt012
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0172824
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0405045
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01239360
IRS990/OtherSalariesAndWagesGrp/TotalAmt01817229
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt020077
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt037302
IRS990/PayrollTaxesGrp/ProgramServicesAmt0140193
IRS990/PayrollTaxesGrp/TotalAmt0197572
IRS990/PensionPlanContributionsGrp/FundraisingAmt011872
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt018607
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt075987
IRS990/PensionPlanContributionsGrp/TotalAmt0106466
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0649265
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0933150
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021544
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt030659
IRS990/PrincipalOfficerNm0MARC FREEDMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACT FEES FOR SERV
IRS990/ProgramServiceRevenueGrp/Desc1HONORARIA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0337770
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0337770
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113500
IRS990/ProgSrvcAccomActy2Grp/Desc0CATALYZE INNOVATION: WE SUPPORT INNOVATORS BRINGING GENERATIONS TOGETHER FOR MUTUAL BENEFIT AND SOCIAL IMPACT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02411124
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01151739
IRS990/ProgSrvcAccomActy3Grp/Desc0INCENTIVIZE CO-GENERATIONAL NATIONAL SERVICES: WE BUILD A COMMUNITY OF LEADERS, ORGANIZATIONS AND FUNDERS TO SCALE THIS WORK AND SUSTAIN IT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0528814
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0175000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04530179
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01179735
IRS990/PYInvestmentIncomeAmt01018
IRS990/PYOtherExpensesAmt0986320
IRS990/PYOtherRevenueAmt03177
IRS990/PYProgramServiceRevenueAmt0305000
IRS990/PYRevenuesLessExpensesAmt0-1060
IRS990/PYSalariesCompEmpBnftPaidAmt02674379
IRS990/PYTotalExpensesAmt04840434
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04839374
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0129907
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0679
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0679
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06222873
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06040766
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04840538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04530179
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07088055
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03310540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03619893
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt023389205
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt081814
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04195
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015069
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt062711
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt037146
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0200935
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01750757
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51510
IRS990ScheduleA/PublicSupportPY170Pct00.51590
IRS990ScheduleA/PublicSupportTotal170Amt012151845
IRS990ScheduleA/SubstantialContributorsTotAmt011237360
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04840538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04530179
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07088055
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03310540
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03619893
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt023389205
IRS990ScheduleA/TotalSupportAmt023590140
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.06$0.42$4.64$1.80$5.32$3.52
2023Detailed filing. Detailed filing data is available for this year.$8.89$0.73$8.16$5.75$5.92$0.17
2022Detailed filing. Detailed filing data is available for this year.$9.11$0.77$8.33$5.27$5.14$0.13
2021Detailed filing. Detailed filing data is available for this year.$9.05$0.84$8.20$4.84$4.84$0.00
2020Detailed filing. Detailed filing data is available for this year.$9.30$1.10$8.21$7.28$4.86$2.42
2019Detailed filing. Detailed filing data is available for this year.$6.17$0.39$5.78$3.73$4.20$0.47
2018Detailed filing. Detailed filing data is available for this year.$6.62$0.37$6.25$4.21$6.11$1.89
2017Detailed filing. Detailed filing data is available for this year.$8.51$0.37$8.15$2.99$6.22$3.24
2016Detailed filing. Detailed filing data is available for this year.$14.4$2.99$11.4$31.4$26.2$5.20
2015Detailed filing. Detailed filing data is available for this year.$6.67$0.49$6.18$3.81$6.32$2.51
2014Detailed filing. Detailed filing data is available for this year.$9.23$0.53$8.70$3.56$8.12$4.56
2013Summary only. Only limited summary data is available for this year.$15.0$1.75$13.3$11.8$9.05$2.75
2012Summary only. Only limited summary data is available for this year.$11.2$0.72$10.5$5.04$5.54$0.50
2011Summary only. Only limited summary data is available for this year.$11.7$0.60$11.1$1.86$5.07$3.22