Civic Intelligence

Over 60Cei Inc

990 • Fiscal year 2023 • EIN 94-3305198

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 01, 2024

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

96th percentile

1.33x

Higher debt load relative to assets than 96% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

99th percentile

10.93x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

4th percentile

-95%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

33rd percentile

-2.3%

Faster asset growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

61st percentile

17%

Faster revenue growth than 61% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$971,021

Down $22,860 (-2.3%) from 2022

Net Assets

Down

-$323,197

Down $112,751 (-54%) from 2022

Liabilities

Up

$1,294,218

Up $89,891 (+7.5%) from 2022

Revenue

Up

$118,452

Up $16,992 (+17%) from 2022

Expenses

Up

$231,203

Up $16,992 (+7.9%) from 2022

Net Income

Flat

-$112,751

Flat from 2022

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

2023

Assets$971,021
Liabilities$1,294,218
Net Assets-$323,197

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

2023

Revenue$118,452
Expenses$231,203
Net Income-$112,751
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 1, 2024
Return Version
2022v5.0
Gross Receipts
$118,452
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$819,924$716,277▼ $103,647
Cash and Non-Interest-Bearing Accounts$151,256$218,777▲ $67,521
Prepaid Expenses and Deferred Charges$19,924$31,397▲ $11,473
Total Assets$993,881$971,021▼ $22,860
Other Assets Total$2,777$4,570▲ $1,793
Liabilities
Other Liabilities$1,149,598$1,180,995▲ $31,397
Accounts Payable and Accrued Expenses$54,729$113,223▲ $58,494
Total Liabilities$1,204,327$1,294,218▲ $89,891
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$0→ $0
Net Assets Without Donor Restrictions$-210,446$-323,197▼ $112,751
Total Net Assets Fund Balance$-210,446$-323,197▼ $112,751
Total Liabilities and Net Assets / Fund Balance$993,881$971,021▼ $22,860

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$290,810$4,013,979$4,304,789
Equipment$228,253$0$228,253
Land$197,214-$197,214
Other Land Buildings$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Board Members and Trustees

NameTitle
David VlietPresident
Maria ZamoraVice President
Ancel RomeroDirector
Dan SawislakDirector
Dick ShapiroDirector
Flo RaskinDirector
Willie PhillipsDirector
Judy TurielSecretary
Phil KamiarzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$118,452
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-112,751
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$231,203
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$112,751--$112,751
Occupancy$100,352--$100,352
Fees for Services Other$18,100--$18,100
Total Functional Expenses$231,203$0$0$231,203
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
Other Liablities$1,180,995
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
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 B Vliet MBA
Title
President
Phone
5595495400
Signed
2024-03-01
Discuss with paid preparer
No

Organization Details

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

Preparer

Firm
Chw Llp
Address
7797 N First Street Suite 15, Fresno, CA 93720
Preparer
Jeremy Ware
Phone
5595495400
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

Over 60 CEI has been recognized by the Internal Revenues Service as a non-profit corporation as described in Sec. 501(c)(3) of the Internal Revenue Code (IRC) and is exempt from federal and state income taxes on related income pursuant to Sec. 501(a) of the IRC and California Revenue and Taxation Code Sec. 23701(d). The Organization utilizes a two-step approach to recognizing and measuring uncertain tax positions. The first step is to evaluate the tax position for recognition by determining if the weight of available evidence indicates it is more likely than not that the position will be sustained on audit. The second step is to measure the tax benefit as the largest amount, which is more than 50% likely of being realized upon ultimate settlement. As of June 30, 2023, and 2022, there were no liabilities recorded for unrecognized tax benefits related to tax positions taken in the current year. LifeLong's returns are subject to examination by federal and state taxing authorities generally for three years after they are filed however, there are currently no audits for tax periods in progress.

Raw XML AppendixShowing 400 of 426 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/BOYAmt054729
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0113223
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The 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.
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0David Vliet
IRS990/BooksInCareOfDetail/PhoneNum05109814100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 11247
IRS990/BooksInCareOfDetail/USAddress/CityNm0Berkeley
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094712
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0151256
IRS990/CashNonInterestBearingGrp/EOYAmt0218777
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0231203
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0118452
IRS990/CYRevenuesLessExpensesAmt0-112751
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0231203
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0118452
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0112751
IRS990/DepreciationDepletionGrp/TotalAmt0112751
IRS990/Desc0The 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0231203
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt018100
IRS990/FeesForServicesOtherGrp/TotalAmt018100
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81
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/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/PersonNm0David Vliet
IRS990/Form990PartVIISectionAGrp/PersonNm1Maria Zamora
IRS990/Form990PartVIISectionAGrp/PersonNm2Judy Turiel
IRS990/Form990PartVIISectionAGrp/PersonNm3Phil Kamiarz
IRS990/Form990PartVIISectionAGrp/PersonNm4Dick Shapiro
IRS990/Form990PartVIISectionAGrp/PersonNm5Willie Phillips
IRS990/Form990PartVIISectionAGrp/PersonNm6Dan Sawislak
IRS990/Form990PartVIISectionAGrp/PersonNm7Flo Raskin
IRS990/Form990PartVIISectionAGrp/PersonNm8Ancel Romero
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/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/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0118452
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04013979
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0819924
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0716277
IRS990/LandBldgEquipCostOrOtherBssAmt04730256
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Over 60 CEI provides a continuum of medical and community based long term care services for low income elderly populations that will allow them to remain independent and living in the community.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-210446
IRS990/NetAssetsOrFundBalancesEOYAmt0-323197
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-210446
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-323197
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0100352
IRS990/OccupancyGrp/TotalAmt0100352
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02777
IRS990/OtherAssetsTotalGrp/EOYAmt04570
IRS990/OtherLiabilitiesGrp/BOYAmt01149598
IRS990/OtherLiabilitiesGrp/EOYAmt01180995
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019924
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031397
IRS990/PrincipalOfficerNm0David Vliet
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0214211
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0101460
IRS990/PYRevenuesLessExpensesAmt0-112751
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0214211
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0101460
IRS990/ReconcilationRevenueExpnssAmt0-112751
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0942502308
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Lifelong Medical Care
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0290810
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04013979
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04304789
IRS990ScheduleD/EquipmentGrp/BookValueAmt0228253
IRS990ScheduleD/EquipmentGrp/DepreciationAmt00
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0228253
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0197214
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0197214
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/Amt01180995
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Other Liablities
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Over 60 CEI has been recognized by the Internal Revenues Service as a non-profit corporation as described in Sec. 501(c)(3) of the Internal Revenue Code (IRC) and is exempt from federal and state income taxes on related income pursuant to Sec. 501(a) of the IRC and California Revenue and Taxation Code Sec. 23701(d). The Organization utilizes a two-step approach to recognizing and measuring uncertain tax positions. The first step is to evaluate the tax position for recognition by determining if the weight of available evidence indicates it is more likely than not that the position will be sustained on audit. The second step is to measure the tax benefit as the largest amount, which is more than 50% likely of being realized upon ultimate settlement. As of June 30, 2023, and 2022, there were no liabilities recorded for unrecognized tax benefits related to tax positions taken in the current year. LifeLong's returns are subject to examination by federal and state taxing authorities generally for three years after they are filed however, there are currently no audits for tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0716277
IRS990ScheduleD/TotalLiabilityAmt01180995
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/TotalAssetsBOYAmt0993881
IRS990/TotalAssetsEOYAmt0971021
IRS990/TotalAssetsGrp/BOYAmt0993881
IRS990/TotalAssetsGrp/EOYAmt0971021
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0231203
IRS990/TotalFunctionalExpensesGrp/TotalAmt0231203
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01204327
IRS990/TotalLiabilitiesEOYAmt01294218
IRS990/TotalLiabilitiesGrp/BOYAmt01204327
IRS990/TotalLiabilitiesGrp/EOYAmt01294218
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-210446
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-323197
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0118452
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0118452
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0231203
IRS990/TotalProgramServiceRevenueAmt0118452
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0118452
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0118452
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0993881
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0971021
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0David B Vliet MBA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05595495400

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