Skip to main content

Nonprofit · EIN 47-3219728

THRIVING IN PLACE

Tax-exempt · SAN FRANCISCO, CA 94103

Financials

$150K$212K2023$145K$178K2024
Revenue Expenses · by fiscal year end
Financials of THRIVING IN PLACE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-EZ$145,287$178,281-$32,994$98,272$0$98,272
July 31, 2024990-EZ$150,300$211,667-$61,367$131,266$0$131,266
Financial details: 990-EZ for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$144,987
Program service revenue
$0
Investment income
$300
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$6,480
Salaries, compensation and benefits (total)
$6,480
Professional fees and payments to contractors
$137,397
Other expenses
$34,404
Program services (functional)
$166,820

Balance sheet and other

Total assets, start of year
$131,266
Total assets, end of year
$98,272
Total liabilities, end of year
$0
Net assets, end of year
$98,272
Cash, savings and investments
$98,272
Gross receipts
$145,287

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Rachel LovettSecretary3$6,480
Eileen NormanPresident3$0
Loren PogirTreasurer3$0
Philip MontalbanoMember3$0
990-EZ for the year ended July 31, 2024: 4 people
NameTitleHours / weekCompensation
Rachel LovettExecutive Director and Secretary20$5,040
Eileen NormanPresident3$0
Loren PogirTreasurer3$0
Matthew MedelMember3$0

Address and contacts

Address (IRS master file)
1155 MARKET ST FL 4, SAN FRANCISCO, CA 94103-1523
Mailing address (990-N for 2017)
832 Folsom Street 9th Fl, San Francisco CA 94107
Principal officer (990-N for 2017)
Kelly Dearman, 832 Folsom Street 9th Fl, San Francisco CA 94107
Signed the 990-EZ
Eileen Norman, President
Phone
(415) 593-8140
Return prepared by
Eve Levine

Mission

The mission of the organization is to promote in-home supportive services and offer programming to seniors and people with disabilities to help them thrive at home and in their communities.

990-EZ for the year ended July 31, 2025

Program accomplishments

  • Participatory Community Grantmaking Initiative: A project in collaboration with the Palliative Care Work Group and the SF Black and Chinese communities to partner with community agencies and leaders to further develop and implement advance care planning interventions including outreach, workshops and materials. Thriving in Place is the fiscal sponsor for this initiative which brings together a coalition of individuals and organizations. Thriving in Places acted in an advisory role for this project.
    Expenses $8,388
  • PCWG - Palliative Care Work Group - Support community organizations and health systems with training and culturally relevant tools and resources to help their community members participate in advance care planning and access palliative care. PCWG serves individuals who want to learn about or participate in Advance Care Planning and/or access palliative care for themselves, friends, or family members by providing online tools and resources, and connections to community organizations.
    Expenses $137,712
  • PCORI - Patient-Centered Outcomes Research Institute: An Advanced Care Planning (ACP) Train-the Trainer program that empowers Latinx community members to engage in ACP by training internal champions at community-based organizations to lead ACP workshops in their communities.
    Expenses $20,720

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-EZ on file
2023July 31, 2024December 16, 2024990-EZ on file

IRS record

EIN
47-3219728
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2016
Accounting year ends
July
Files
Form 990 or 990-EZ
Assets (IRS master file)
$98,272
Income (IRS master file)
$145,287

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJuly 2025–––IRS
990-EZJuly 2024–––IRS
990July 2023$204,098$228,994$192,633IRS
990July 2022$225,177$181,791$217,680IRS
990July 2021–––IRS
990July 2020–––IRS
990-N for 2017
Officer: Kelly Dearman
July 31, 2018≤ $50,000 receipts––e-Postcard

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about THRIVING IN PLACE

What is the EIN of THRIVING IN PLACE?
The employer identification number (EIN) of THRIVING IN PLACE is 47-3219728.
Is THRIVING IN PLACE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to THRIVING IN PLACE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THRIVING IN PLACE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THRIVING IN PLACE due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THRIVING IN PLACE last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended July 2025.
Who is the principal officer of THRIVING IN PLACE?
The 990-N for 2017 names Kelly Dearman.
Who are the officers and directors of THRIVING IN PLACE?
The 990-EZ for the year ended July 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $6,480 (Rachel Lovett, Secretary).
How much revenue does THRIVING IN PLACE have?
On its 990-EZ for the year ended July 31, 2025 it reported revenue of $145,287, expenses of $178,281 and total assets of $98,272 at year end.

Other nonprofits in SAN FRANCISCO

All nonprofits in SAN FRANCISCO · California