Civic Intelligence

Rancho Bernardo Senior Services

990EZ • Fiscal year 2016 • EIN 33-0018262

Jan 01, 2016 to Dec 31, 2016 • Filed on May 16, 2017

Organization Profileranchobernardoseniorservices.com
16769 Bernardo Center DrSan Diego, CA 92128

(858) 487-2640

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$398,291

Up $66,300 (+20%) from 2015

Net Assets

Up

$398,291

Up $66,300 (+20%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$111,965

Up $17,468 (+18%) from 2015

Expenses

Down

$67,390

Down $23,991 (-26%) from 2015

Net Income

Up

$44,575

Up $41,459 (+1331%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$398,291
Liabilities-
Net Assets$398,291
Open 2016 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$111,965
Expenses$67,390
Net Income$44,575
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 16, 2017
Return Version
2016v3.0
Gross Receipts
$111,965
Mission and Program Overview

Mission

Providing Free Information and Various Services to Senior Citizens

Providing Fee Information and Various Services to Senior Citizens

Program Services

DescriptionGrantsExpenses
Providing Fee Information and Various Services to Senior Citizens$67,390-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angelo ParisePresident-$0--
Jill LackeySecretary-$0--
Linda PariseTreasurerPT$0--
Jo DriscollDirector-$0--
Sally HatfieldDirector-$0--
Brian McLeanDirector-$0--
Laurie PeckDirector-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Linda Parise
Title
Treasurer
Signed
2017-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Laurie F Peck CPA
Address
PO Box 722676, San Diego, CA 92172-2676
Preparer
Laurie F Peck
Phone
8585389514
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Advertising Space-Lobby $1600”

Other Expenses.1002

“Office Expenses $3048”

Other Expenses.1012

“Insurance $1986”

Other Expenses.2

“Telephone $2042”

Other Expenses.3

“Internet $484”

Other Expenses.4

“Yellow Dot Program $272”

Other Expenses.5

“Bank Fees $260”

Other Expenses.6

“State Fees $25”

Raw XML Appendix195 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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IRS990EZ/BooksInCareOfDetail/PersonNm0Linda Parise
IRS990EZ/BooksInCareOfDetail/PhoneNum08584872640
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016769 Bernardo Center Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0331991
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0398291
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt099502
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt044575
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02906
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0111965
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt010863
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0398291
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0398291
IRS990EZ/OccupancyRentUtltsAndMaintAmt031682
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Angelo Parise
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jill Lackey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Linda Parise
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jo Driscoll
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sally Hatfield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Brian McLean
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Laurie Peck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherChangesInNetAssetsAmt021725
IRS990EZ/OtherExpensesTotalAmt08117
IRS990EZ/OtherRevenueTotalAmt01600
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Providing Fee Information and Various Services to Senior Citizens
IRS990EZ/PrintingPublicationsPostageAmt03244
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Providing Fee Information and Various Services to Senior Citizens
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt067390
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt021441
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067390
IRS990EZ/TotalProgramServiceExpensesAmt067390
IRS990EZ/TotalRevenueAmt0111965
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ranchobernardoseniorservices.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt099502
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt085903
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030080
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt041562
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0286507
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010863
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08594
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08692
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt024021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06430
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt058600
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010863
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08594
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08692
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt024021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06430
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt058600
IRS990ScheduleA/InvestmentIncomeCYPct00.16900
IRS990ScheduleA/InvestmentIncomePYPct00.19180
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01600
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01600
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.82640
IRS990ScheduleA/PublicSupportPY509Pct00.80820
IRS990ScheduleA/PublicSupportTotal509Amt0286507
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt099502
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085903
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029460
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041562
IRS990ScheduleA/Total509Grp/TotalAmt0286507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0111965
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt094497
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt038152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt054101
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt047992
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0346707
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising Space-Lobby $1600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $3048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1986
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Telephone $2042
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Internet $484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Yellow Dot Program $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Fees $260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7State Fees $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Parise
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rancho Bernardo Senior Services
ReturnHeader/Filer/BusinessNameControlTxt0RBSE
ReturnHeader/Filer/EIN0330018262
ReturnHeader/Filer/PhoneNum08584872640
ReturnHeader/Filer/USAddress/AddressLine1Txt016769 Bernardo Center Dr
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092128
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/ZIPCd0921722676
ReturnHeader/PreparerPersonGrp/PhoneNum08585389514
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laurie F Peck
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-16T09:17:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$398,291
Liabilities
-
Net assets
$398,291
Revenue
$111,965
Expenses
$67,390
Net income
$44,575
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