Civic Intelligence

Over 60Cei Inc

990 • Fiscal year 2021 • EIN 94-3305198

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 07, 2022

PO Box 11247Berkeley, CA 94712

(510) 981-4100

Siviq Scores

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

Liabilities / Assets

95th percentile

1.08x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

99th percentile

13.72x

Higher debt load relative to revenue than 99% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

2nd percentile

-138%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

19th percentile

-2.6%

Faster asset growth than 19% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-19%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$1,183,005

Down $31,841 (-2.6%) from 2020

Net Assets

Down

-$97,694

Down $128,750 (-415%) from 2020

Liabilities

Up

$1,280,699

Up $96,909 (+8.2%) from 2020

Revenue

Down

$93,321

Down $21,535 (-19%) from 2020

Expenses

Down

$222,071

Down $54,059 (-20%) from 2020

Net Income

Up

-$128,750

Up $32,524 (+20%) from 2020

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $3,000,732Liabilities 2011: $1,999,964Net Assets 2011: $1,000,7682011Assets 2012: $2,828,578Liabilities 2012: $1,895,337Net Assets 2012: $933,2412012Assets 2013: $2,654,424Liabilities 2013: $1,783,711Net Assets 2013: $870,7132013Assets 2014: $2,486,831Liabilities 2014: $1,667,311Net Assets 2014: $819,5202014Assets 2015: $2,308,088Liabilities 2015: $1,536,083Net Assets 2015: $772,0052015Assets 2016: $1,863,159Liabilities 2016: $1,162,204Net Assets 2016: $700,9552016Assets 2017: $1,597,754Liabilities 2017: $1,039,380Net Assets 2017: $558,3742017Assets 2018: $1,538,673Liabilities 2018: $1,166,863Net Assets 2018: $371,8102018Assets 2019: $1,369,283Liabilities 2019: $1,176,953Net Assets 2019: $192,3302019Assets 2020: $1,214,846Liabilities 2020: $1,183,790Net Assets 2020: $31,0562020Assets 2021: $1,183,005Liabilities 2021: $1,280,699Net Assets 2021: -$97,6942021Assets 2022: $993,881Liabilities 2022: $1,204,327Net Assets 2022: -$210,4462022Assets 2023: $971,021Liabilities 2023: $1,294,218Net Assets 2023: -$323,1972023Assets 2024: $753,451Liabilities 2024: $1,184,865Net Assets 2024: -$431,4142024

Highlighted filing

2021

Assets$1,183,005
Liabilities$1,280,699
Net Assets-$97,694

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $386,554Expenses 2011: $459,081Net Income 2011: -$72,5272011Expenses 2012: $475,1212012Expenses 2013: $471,4982013Revenue 2014: $397,005Expenses 2014: $448,198Net Income 2014: -$51,1932014Revenue 2015: $393,572Expenses 2015: $441,087Net Income 2015: -$47,5152015Revenue 2016: $346,763Expenses 2016: $417,813Net Income 2016: -$71,0502016Revenue 2017: $150,008Expenses 2017: $317,202Net Income 2017: -$167,1942017Revenue 2018: $129,750Expenses 2018: $332,432Net Income 2018: -$202,6822018Revenue 2019: $16,000Expenses 2019: $317,361Net Income 2019: -$301,3612019Revenue 2020: $114,856Expenses 2020: $276,130Net Income 2020: -$161,2742020Revenue 2021: $93,321Expenses 2021: $222,071Net Income 2021: -$128,7502021Revenue 2022: $101,460Expenses 2022: $214,211Net Income 2022: -$112,7512022Revenue 2023: $118,452Expenses 2023: $231,203Net Income 2023: -$112,7512023Revenue 2024: $116,598Expenses 2024: $224,815Net Income 2024: -$108,2172024

Highlighted filing

2021

Revenue$93,321
Expenses$222,071
Net Income-$128,750
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 7, 2022
Return Version
2020v4.0
Gross Receipts
$93,321
Mission and Program Overview

Mission

The primary purpose of Over 60/CEI, Inc. is to provide high-quality health and social services to underserved people of all ages, with an emphasis on the elderly and frail elderly.In addition, Over 60/CEI creates models of care for the elderly and people with disabilities; and advocates for continuous improvements in the health of our communities.

The primary purpose of the Organization is to provide high quality health and social services to underserved people of all ages, with an emphasis on the elderly and frail elderly population. In addition, the Organization creates models of care for the elderly and people with disabilities, and advocates for continuous improvements in the health of our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,027,218$923,571▼ $103,647
Cash and Non-Interest-Bearing Accounts$120,698$199,140▲ $78,442
Accounts Receivable$35,048$37,515▲ $2,467
Prepaid Expenses and Deferred Charges$31,882$22,779▼ $9,103
Total Assets$1,214,846$1,183,005▼ $31,841
Liabilities
Other Liabilities$1,146,498$1,149,598▲ $3,100
Accounts Payable and Accrued Expenses$37,292$131,101▲ $93,809
Total Liabilities$1,183,790$1,280,699▲ $96,909
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$0→ $0
Net Assets Without Donor Restrictions$31,056$-97,694▼ $128,750
Total Net Assets Fund Balance$31,056$-97,694▼ $128,750
Total Liabilities and Net Assets / Fund Balance$1,214,846$1,183,005▼ $31,841

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$695,317$3,806,687$4,502,004
Equipment$228,254$0$228,254
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Board Members and Trustees

NameTitle
David VlietPresident
Linda TrowbridgeVice President
Chris KieferDirector
Dan SawislakDirector
Eddie HillDirector
Mike SmartDirector
Stuart StollerDirector
Judy TurielSecretary
Phil KamiarzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$93,321
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-128,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$222,071
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$112,750--$112,750
Occupancy$71,044--$71,044
Insurance$21,967--$21,967
Fees for Services Other$16,000--$16,000
All Other Expenses$310--$310
Total Functional Expenses$222,071$0$0$222,071
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
Due to related party$1,149,598
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Other officer compensation reviewed
No
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

The form 990 is made available to all board members and is reviewed by the finance committee, if timing permits, prior to filing.

Form 990, Part VI, Section C, Line 19

Available upon request.

Filing and Contact Details

Filer

Filer Name
Over 60-cei Inc
EIN
94-3305198
Phone
5109814100
Address
PO Box 11247, Berkeley, CA 94712

Signing Officer

Name
David Vliet
Title
Officer
Phone
5595495400
Signed
2022-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Vliet
Formed
1998
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Chw Llp
Address
7797 N First Street Suite 15, Fresno, CA 93720
Preparer
Jeremy Ware
Phone
5595495400
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IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01149598
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to related party
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0923571
IRS990ScheduleD/TotalLiabilityAmt01149598
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS AND IS REVIEWED BY THE FINANCE COMMITTEE, IF TIMING PERMITS, PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Lifelong Medical Care
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CEI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0942502308
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1943123446
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 c 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt17
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Healthcare
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Care for Seniors
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02344 6th Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11497 Alcatrez Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Berkeley
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Berkeley
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094710
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd194702
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01214846
IRS990/TotalAssetsEOYAmt01183005
IRS990/TotalAssetsGrp/BOYAmt01214846
IRS990/TotalAssetsGrp/EOYAmt01183005
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0222071
IRS990/TotalFunctionalExpensesGrp/TotalAmt0222071
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01183790
IRS990/TotalLiabilitiesEOYAmt01280699
IRS990/TotalLiabilitiesGrp/BOYAmt01183790
IRS990/TotalLiabilitiesGrp/EOYAmt01280699
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt031056
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-97694
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt093321
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt093321
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0222071
IRS990/TotalProgramServiceRevenueAmt093321
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt093321
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt093321
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01214846
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01183005
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 11247
IRS990/USAddress/CityNm0Berkeley
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094712
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.lifelongmedical.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z

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.$0.75$1.18$0.43$0.12$0.22$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.97$1.29$0.32$0.12$0.23$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.99$1.20$0.21$0.10$0.21$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.18$1.28$0.10$0.09$0.22$0.13
2020Summary only. Only limited summary data is available for this year.$1.21$1.18$0.03$0.11$0.28$0.16
2019Summary only. Only limited summary data is available for this year.$1.37$1.18$0.19$0.02$0.32$0.30
2018Summary only. Only limited summary data is available for this year.$1.54$1.17$0.37$0.13$0.33$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.60$1.04$0.56$0.15$0.32$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.86$1.16$0.70$0.35$0.42$0.07
2015Summary only. Only limited summary data is available for this year.$2.31$1.54$0.77$0.39$0.44$0.05
2014Summary only. Only limited summary data is available for this year.$2.49$1.67$0.82$0.40$0.45$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$1.78$0.87$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$1.90$0.93$0.48
2011Summary only. Only limited summary data is available for this year.$3.00$2.00$1.00$0.39$0.46$0.07