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Nonprofiteer
← ENGAGE INC

Form 990 for tax year 2022

Filed by ENGAGE INC.

Totals

Total revenue
$1,910,914
Total expenses
$2,072,922
Contributions and grants received
$545,752
Grants paid
$0
Program service revenue
$1,365,110
Investment income
$52
Other revenue
$0
Total assets, end of year
$1,332,106
Total liabilities, end of year
$202,463
Net assets or fund balances, end of year
$1,129,643
Program services expenses (Part IX)
$1,588,438
Management and general expenses
$367,996
Fundraising expenses
$116,488
Program service expenses (Part III)
$1,588,438

Program services were 76.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $33,630

  • 1f · All other contributions, gifts and grants

    $512,122

  • 2a · Program service revenue: PROGRAM AND START UP F

    total $1,358,860 · related or exempt $1,358,860

  • 2b · Program service revenue: OTHER REVENUE

    total $6,250 · related or exempt $6,250

  • 3 · Investment income

    total $52 · excluded $52

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $288,332 · program services $182,845 · management and general $40,834 · fundraising $64,653

  • 7 · Other salaries and wages

    total $812,993 · program services $698,215 · management and general $80,312 · fundraising $34,466

  • 8 · Pension plan contributions

    total $28,370 · program services $12,199 · management and general $14,752 · fundraising $1,419

  • 9 · Other employee benefits

    total $119,158 · program services $51,521 · management and general $62,193 · fundraising $5,444

  • 10 · Payroll taxes

    total $91,986 · program services $73,589 · management and general $10,118 · fundraising $8,279

  • 11b · Fees: legal

    total $10,972 · management and general $10,972

  • 11c · Fees: accounting

    total $95,655 · management and general $95,655

  • 11g · Fees: other

    total $36,118 · program services $36,118

  • 12 · Advertising and promotion

    total $65,137 · program services $65,137

  • 16 · Occupancy

    total $16,920 · program services $8,968 · management and general $7,783 · fundraising $169

  • 17 · Travel

    total $45,991 · program services $44,166 · fundraising $1,825

  • 19 · Conferences, conventions and meetings

    total $1,730 · program services $1,730

  • 23 · Insurance

    total $23,340 · program services $2,101 · management and general $21,006 · fundraising $233

  • 24a · Other expenses: PROGRAM INSTRUCTION

    total $278,294 · program services $278,294

  • 24b · Other expenses: SUPPLIES

    total $122,183 · program services $97,812 · management and general $24,371

  • 24c · Other expenses: COMMUNITY BUILDING

    total $27,719 · program services $27,719

  • 24d · Other expenses: TRAINING AND EDUCATION

    total $8,024 · program services $8,024

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $973,110 · end of year $708,546

  • 2 · Savings and temporary cash investments

    beginning of year $61,804 · end of year $61,816

  • 3 · Pledges and grants receivable

    beginning of year $310,881 · end of year $321,454

  • 4 · Accounts receivable

    beginning of year $77,099 · end of year $130,261

  • 9 · Prepaid expenses and deferred charges

    beginning of year $26,564 · end of year $28,809

  • 15 · Other assets

    beginning of year $0 · end of year $81,220

  • 17 · Accounts payable and accrued expenses

    beginning of year $157,807 · end of year $202,463

  • 27 · Net assets without donor restrictions

    beginning of year $788,880 · end of year $647,716

  • 28 · Net assets with donor restrictions

    beginning of year $502,771 · end of year $481,927

Mission and programs · 2022

Mission

ENGAGE, INC. (THE ORGANIZATION), IS A CALIFORNIA NONPROFIT ORGANIZATION THAT CHANGES AGING AND THE WAY PEOPLE THINK ABOUT AGING BY TRANSFORMING AFFORDABLE SENIOR AND MULTI-GENERATIONAL APARTMENT COMMUNITIES INTO VIBRANT CENTERS OF LEARNING, WELLNESS, AND CREATIVITY. THE ORGANIZATION CREATES HEALTHIER ENVIRONMENTS IN SENIOR AND MULTI-GENERATIONAL HOUSING, AND BEHAVIORAL CHANGE IN OLDER ADULTS AND FAMILIES, WHICH RESULTS IN SIGNIFICANT HEALTH AND LIFESTYLE IMPROVEMENTS.THE ORGANIZATION PROVIDES PROGRAMS IN WELL-BEING, ARTS, LIFELONG LEARNING, INTERGENERATIONAL, COMMUNITY BUILDING, AND CIVIC ENGAGEMENT INSIDE DOZENS OF AFFORDABLE INDEPENDENT SENIOR AND MULTI-GENERATIONAL APARTMENT COMMUNITIES, SERVING THOUSANDS OF SENIORS AND HUNDREDS OF FAMILIES WITH CHILDREN, IN SOUTHERN CALIFORNIA, AND HAS EXPANDED OUR MODEL TO NORTHERN CALIFORNIA, OREGON, AND MINNESOTA, WITH EXPANSION TO NORTH CAROLINA IN DEVELOPMENT.

Activities or mission (Part I)

ENGAGE CHANGES LIVES BY TRANSFORMING AFFORDABLE SENIOR AND MULTI-GENERATIONAL HOUSING INTO VIBRANT CENTERS OF LEARNING, WELLNESS & CREATIVITY.

  • ENGAGE PROVIDES LIFE-ENHANCING PROGRAMS TO OVER 6000 LOW-INCOME SENIORS AND MULTI-GENERATIONAL FAMILY MEMBERS LIVING IN 43 APARTMENT COMMUNITIES THROUGHOUT SOUTHERN CALIFORNIA, AND HAS EXPANDED DELIVERY OF PROGRAMS TO AFFORDABLE APARTMENT COMMUNITIES IN NORTHERN CALIFORNIA AND OREGON. ENGAGE SERVICES IMPROVE HEALTH AND PROLONG INDEPENDENCE, AND DELAY THE NEED FOR RESIDENTS TO MOVE TO MORE EXPENSIVE AND RESTRICTIVE LEVELS OF CARE, BY PROVIDING HEALTH AND WELLNESS, EDUCATIONAL, RECREATIONAL, ARTS, AND INTERGENERATIONAL INSTRUCTIONS AND PROGRAMS AND INSTRUCTION, WHICH RESULT IN SUBSTANTIAL SAVINGS TO STATE AND FEDERAL FUNDING PROGRAMS.

    Expenses $1,588,438 · Revenue $1,365,110

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • LIZ SCHWARTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR GREGORY BERKOFF

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MELISSA LANFRE

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CHIP LAZENBY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BILL CAVANAUGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN FUGO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR ROBERT WANG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN FEATHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NANCY GOODHART

    COO

    Total calculated
    $133,629
    From this org
    $118,192
    From related orgs
    $0
    Other
    $15,437
    Hours/week
    40

  • TIM CARPENTER

    CEO/FOUNDER

    Total calculated
    $201,743
    From this org
    $170,141
    From related orgs
    $0
    Other
    $31,602
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,141
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $31,602
    Filer's total
    $201,743

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE EXECUTIVE DIRECTOR'S SALARY IS COMPARED TO OTHER NONPROFIT SALARIES WITHIN THE AREA. THIS IS REVIEWED BY THE BOARD WHEN THE BUDGET IS PREPARED AND ADJUSTED ACCORDINGLY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • ENGAGE NORTHWEST

    501(C)(3) · TRANSFORMING AFFORDABLE SENIOR APARTMENT COMMUNITIES INTO VIBRANT CENTERS OF · OR

    Directly controlled by ENGAGE INC

Provenance

Return type
form_990
Tax year
2022
Filed
8 April 2024
IRS schema version
2022v5.0
Source object
202421019349301962

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