Civic Intelligence

Rancho Bernardo Senior Services

990EZ • Fiscal year 2017 • EIN 33-0018262

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

61st percentile

8.9%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-57%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$433,819

Up $35,528 (+8.9%) from 2016

Net Assets

Up

$433,819

Up $35,528 (+8.9%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$48,196

Down $63,769 (-57%) from 2016

Expenses

Down

$55,879

Down $11,511 (-17%) from 2016

Net Income

Down

-$7,683

Down $52,258 (-117%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$433,819
Liabilities-
Net Assets$433,819

Operations Trend

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

2017

Revenue$48,196
Expenses$55,879
Net Income-$7,683
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Gross Receipts
$73,733
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 Free Information and Various Services to Senior Citizens$55,645-
Compensation and Service Providers

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
2018-05-11
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 $4800

Other Expenses.1002

Office Expenses $4926

Other Expenses.1012

Insurance $1724

Other Expenses.1

Telephone & Internet $1640

Other Expenses.2

Merchant Fees $317

Other Expenses.3

Volunteer Appreciation $100

Other Expenses.4

Federal Taxes $90

Other Expenses.5

Miscellaneous $69

Other Expenses.6

State Tax $53

Other Expenses.7

State Fees $50

Other Expenses.8

Fictitious Name $42

Other Expenses.9

Bank Fees $35

Other Expenses.10

Yellow Dot Program $-174

Raw XML Appendix200 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.

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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
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherChangesInNetAssetsAmt043211
IRS990EZ/OtherExpensesTotalAmt08872
IRS990EZ/OtherRevenueTotalAmt04800
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt055645
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt017446
IRS990EZ/SaleOfAssetsGrossAmt025135
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010550
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt024021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt062720
IRS990ScheduleA/InvestmentIncomeCYPct00.18080
IRS990ScheduleA/InvestmentIncomePYPct00.16900
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt04800
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01600
IRS990ScheduleA/OtherIncome509Grp/TotalAmt06400
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.80080
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt054101
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0346911
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising Space-Lobby $4800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $4926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Telephone & Internet $1640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Merchant Fees $317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Volunteer Appreciation $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Federal Taxes $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous $69
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8State Tax $53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9State Fees $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Fictitious Name $42
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank Fees $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Yellow Dot Program $-174
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Parise
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
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/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/ZIPCd0921722676
ReturnHeader/PreparerPersonGrp/PhoneNum08585389514
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laurie F Peck
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-11T11:22:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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