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Engage INC FY2024 filing

Tax-deductible

Burbank, CA501(c)(3)Since 2001Human Services EIN 80-0001152Revenue $1.4M in FY2024

On file with the IRSengagedaging.org240 E Verdugo Ave Apt 100, 91502-2934 · Burbank, CATax-exempt since May 2002Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
$273K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average deficit $89K a year · 5% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$273K
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $11K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$119K
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.4M
-24% vs prior year
Spent
$1.9M
To programs
76%
Net assets
$718K
By yearFY2020–FY2025
Revenue
$1.4M
FY2024▼ -24%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.9M
FY2021$1.9M
FY2022$2.2M
FY2023$1.9M
FY2024$1.4M
FY2025$1.4M
Expenses
$1.9M
FY2024▼ -10%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.8M
FY2021$1.8M
FY2022$2.0M
FY2023$2.1M
FY2024$1.9M
FY2025$1.8M
Net assets
$718K
FY2024▼ -36%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.0M
FY2021$1.1M
FY2022$1.3M
FY2023$1.1M
FY2024$718K
FY2025$392K

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 2002.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $1.4M Management & general 19% · $350K Fundraising 6% · $105K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990; $273K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Tim Carpenter
CEO/Founder
$154,174Pt VII · Sec A
$118,642Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Liz Schwarte
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
John Feather
Director
$0Pt VII · Sec A
John Fugo
Director
$0Pt VII · Sec A

Joseph Altepeter’s $155K as CEO is at the 75th percentile of top reported officer pay among 3869 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Tim Carpenter—$154,174$170,141$158,283$156,197$162,445
Joseph Altepeter$155,083—————
Laura Mason—————$132,499
Nancy Goodhart$126,846$118,642$118,192———
Tom Wheatley—————$100,961

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Keeps seniors actively engaged, healthy, and purposeful, mentoring younger generations.

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Provided by the organization

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1 program · $1.4M · in their own filed words · FY2023
01

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.

$1.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Western Community Housing INCFY2024$11K
Total grants receivedfrom 1 funder$11K

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.4M
Ln 12
Fees for servicesLn 2g$1.3M
Gifts and grantsLn 1h$149K
Investment incomeLn 3$112
Money outPt IX
$1.9M
Ln 25
Programscol B$1.4M
Managementcol C$350K
Fundraisingcol D$105K
Owns and owesPt X
$718K
net assets · Ln 32
Cash and savingsLn 1–2$626K
Total assetsLn 16$836K
LiabilitiesLn 26$119K
PeoplePt VI, VII
9
listed · VII A
PaidVII A2
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$149K
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$112
Total revenueLn 12$1.4M
Assets in detailPt X, end of year
CashLn 1$564K
SavingsLn 2$62K
Cash and savings togetherLn 1–2$626K
Other assetsLn 15$41K
Total assetsLn 16$836K
LiabilitiesLn 26$119K
Net assetsLn 32$718K
OperationsPt I, VI
EmployeesI 528
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$770K$626K
Total assetsLn 16$1.3M$836K
LiabilitiesLn 26$202K$119K
Net assetsLn 32$1.1M$718K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$286K$229K$31K$26K
Other salaries and wagesLn 7$692K$553K$76K$62K
Pension plan contributionsLn 8$27K$12K$14K$1K
Other employee benefitsLn 9$133K$57K$69K$6K
Payroll taxesLn 10$80K$64K$9K$7K
Legal feesLn 11b$684$684
Accounting feesLn 11c$91K$91K
Other fees for servicesLn 11g$7K$7K
OccupancyLn 16$14K$8K$7K$143
TravelLn 17$54K$53K$2K
Conferences, conventions and meetingsLn 19$936$936
InsuranceLn 23$33K$3K$30K$332
Other expenses (24a–d)Ln 24$442K$420K$23K$54
Total functional expensesLn 25$1.9M$1.4M$350K$105K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.4M$1.8M−$326K$392K 990 PDF
FY2024 Viewing $1.4M$1.9M−$412K$718K 990 PDF
FY2023 $1.9M$2.1M−$162K$1.1M 990 PDF
FY2022 $2.2M$2.0M$184K$1.3M 990 PDF
FY2021 $1.9M$1.8M$100K$1.1M 990 PDF
FY2020 $1.9M$1.8M$81K$1.0M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,449,356 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $545,752$149,369
I-9 Program service revenuePrior year $1,365,110$1,299,875
I-10 Investment incomePrior year $52$112
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,910,914$1,449,356
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,340,839$1,217,578
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $732,083$643,562
I-18 Total expensesPrior year $2,072,922$1,861,140
I-19 Revenue less expensesPrior year −$162,008−$411,784
Part VI · Governance 8 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,449,356 across 5 lines filed
VIII-1f All other contributions, gifts and grants$149,369
VIII-1h Total contributions, gifts and grants$149,369
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,299,875$1,299,875
VIII-3 Investment incomeExcluded from tax $112$112
VIII-12 Total revenueRelated to mission $1,299,875 · Unrelated business $0 · Excluded from tax $112$1,449,356
Part IX · Statement of functional expenses $1,861,140 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $229,079 · Management $31,498 · Fundraising $25,772$286,349
IX-7 Other salaries and wagesPrograms $553,408 · Management $76,094 · Fundraising $62,258$691,760
IX-8 Pension plan contributionsPrograms $11,695 · Management $14,143 · Fundraising $1,360$27,198
IX-9 Other employee benefitsPrograms $57,391 · Management $69,293 · Fundraising $6,046$132,730
IX-10 Payroll taxesPrograms $63,632 · Management $8,750 · Fundraising $7,159$79,541
IX-11b Legal feesManagement $684$684
IX-11c Accounting feesManagement $90,604$90,604
IX-11g Other fees for servicesPrograms $7,321$7,321
IX-16 OccupancyPrograms $7,568 · Management $6,568 · Fundraising $143$14,279
IX-17 TravelPrograms $52,552 · Fundraising $1,741$54,293
IX-19 Conferences, conventions and meetingsPrograms $936$936
IX-23 InsurancePrograms $2,987 · Management $29,873 · Fundraising $332$33,192
IX-24 Other expenses (24a–d)Programs $419,572 · Management $22,627 · Fundraising $54$442,253
IX-25 Total functional expensesPrograms $1,406,141 · Management $350,134 · Fundraising $104,865$1,861,140
Part X · Balance sheet $836,498 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $708,546$563,779
X-2 Savings and temporary cash investmentsStart of year $61,816$61,828
X-3 Pledges and grants receivableStart of year $321,454$57,959
X-4 Accounts receivableStart of year $130,261$82,487
X-9 Prepaid expenses and deferred chargesStart of year $28,809$29,662
X-15 Other assetsStart of year $81,220$40,783
X-16 Total assetsStart of year $1,332,106$836,498
X-17 Accounts payable and accrued expensesStart of year $202,463$118,639
X-26 Total liabilitiesStart of year $202,463$118,639
X-27 Net assets without donor restrictionsStart of year $647,716$649,591
X-28 Net assets with donor restrictionsStart of year $481,927$68,268
X-32 Total net assets or fund balancesStart of year $1,129,643$717,859
X-33 Total liabilities and net assetsStart of year $1,332,106$836,498
Part XI · Reconciliation of net assets $717,859 net assets at year end
XI-1 Total revenue$1,449,356
XI-2 Total expenses$1,861,140
XI-3 Revenue less expenses−$411,784
XI-4 Net assets at start of year$1,129,643
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$717,859

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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