Civic Intelligence

Rancho Bernardo Senior Services

EIN 33-0018262 • 501(c)3 • San Diego, CA

Profile

Providing Free Information and Various Services to Senior Citizens

16769 Bernardo Center Dr K-14San Diego, CA 92128

ranchobernardoseniorservices.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

47th percentile

2.7%

Higher net margin than 47% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

64th percentile

9.7%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

81%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$523,570

Up $46,201 (+9.7%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$523,570

Up $46,201 (+9.7%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin47th percentile

Revenue

Up

$65,788

Up $29,399 (+81%) from 2023

Expenses

Down

$63,993

Down $10,372 (-14%) from 2023

Net Income

Up

$1,795

Up $39,771 (+105%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2015: $331,991Net Assets 2015: $331,9912015Assets 2016: $398,291Net Assets 2016: $398,2912016Assets 2017: $433,819Net Assets 2017: $433,8192017Assets 2018: $413,793Net Assets 2018: $413,7932018Assets 2019: $489,695Net Assets 2019: $489,6952019Assets 2020: $508,401Liabilities 2020: $0Net Assets 2020: $508,4012020Assets 2021: $553,774Liabilities 2021: $0Net Assets 2021: $553,7742021Assets 2022: $496,429Net Assets 2022: $496,4292022Assets 2023: $477,369Net Assets 2023: $477,3692023Assets 2024: $523,570Liabilities 2024: $0Net Assets 2024: $523,5702024

Highlighted filing

2024

Assets$523,570
Liabilities$0
Net Assets$523,570
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2015: $94,497Expenses 2015: $91,381Net Income 2015: $3,1162015Revenue 2016: $111,965Expenses 2016: $67,390Net Income 2016: $44,5752016Revenue 2017: $48,196Expenses 2017: $55,879Net Income 2017: -$7,6832017Revenue 2018: $42,620Expenses 2018: $62,877Net Income 2018: -$20,2572018Revenue 2019: $74,426Expenses 2019: $66,145Net Income 2019: $8,2812019Revenue 2020: $55,022Expenses 2020: $46,910Net Income 2020: $8,1122020Revenue 2021: $56,703Expenses 2021: $56,905Net Income 2021: -$2022021Revenue 2022: $57,994Expenses 2022: $62,454Net Income 2022: -$4,4602022Revenue 2023: $36,389Expenses 2023: $74,365Net Income 2023: -$37,9762023Revenue 2024: $65,788Expenses 2024: $63,993Net Income 2024: $1,7952024

Highlighted filing

2024

Revenue$65,788
Expenses$63,993
Net Income$1,795
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$523,570
Liabilities
$0
Net assets
$523,570
Revenue
$65,788
Expenses
$63,993
Net income
$1,795
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.00$5.24$0.66$0.64$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.77$4.77$0.36$0.74$0.38
2022Detailed filing. Detailed filing data is available for this year.$4.96$4.96$0.58$0.62$0.04
2021Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.57$0.57$0.00
2020Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.55$0.47$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.90$4.90$0.74$0.66$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.14$4.14$0.43$0.63$0.20
2017Detailed filing. Detailed filing data is available for this year.$4.34$4.34$0.48$0.56$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.98$3.98$1.12$0.67$0.45
2015Detailed filing. Detailed filing data is available for this year.$3.32$3.32$0.94$0.91$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$146,506
Mission and Program Overview

Mission

Providing Free Information and Various Services to Senior Citizens

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$477,369$523,570▲ $46,201
Investments in Publicly Traded Securities$471,058$506,234▲ $35,176
Cash and Non-Interest-Bearing Accounts$6,311$17,335▲ $11,024
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$477,369$523,570▲ $46,201
Other Assets Total-$1-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$477,369$523,570▲ $46,201
Total Liabilities and Net Assets / Fund Balance$477,369$523,570▲ $46,201
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Tracie MartinezPresident
Brian McLeanVice President
Laurie PeckDirector
Sharon EllisonDirector
Simi AuwaliaDirector
Jill LackeySecretary
Linda PariseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$33,214
Program Service Revenue
$0
Investment Income
$28,774
Other Revenue
$3,800
All Other Contributions
$33,214
Change in Net Assets
$1,795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$42,101
Salaries, Compensation, and Employee Benefits$21,892
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$30,982--$30,982
Other Salaries and Wages$20,232--$20,232
Insurance$2,658--$2,658
Fees for Services Other$1,795--$1,795
Payroll Taxes$1,660--$1,660
Other Expenses$1,000--$1,000
Office Expenses$891--$891
All Other Expenses$-2,922--$-2,922
Total Functional Expenses$63,993$0$0$63,993
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Rancho Bernardo Senior Services
EIN
33-0018262
Phone
8584872640
Address
16769 Bernardo Center Dr K-14, San Diego, CA 92128

Signing Officer

Name
Linda Parise
Title
Treasurer
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracie Martinez
Formed
1984
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
1

Preparer

Firm
Laurie F Peck CPA
Address
PO Box 722676, San Diego, CA 92172
Preparer
Laurie F Peck
Phone
8585389514
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Rounding = $1”

Raw XML AppendixShowing 400 of 404 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0134237
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011959
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012848
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012093
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011959
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt017787
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt065788
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03800
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0477369
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IRS990/TravelGrp/TotalAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Parise
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rancho Bernardo Senior Services
ReturnHeader/Filer/BusinessNameControlTxt0RBSE
ReturnHeader/Filer/EIN0330018262
ReturnHeader/Filer/PhoneNum08584872640
ReturnHeader/Filer/USAddress/AddressLine1Txt016769 Bernardo Center Dr K-14
ReturnHeader/Filer/USAddress/CityNm0San Diego
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510528831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Laurie F Peck CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 722676
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092172
ReturnHeader/PreparerPersonGrp/PhoneNum08585389514
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laurie F Peck
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-06T17:11:09-08:00

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