Civic Intelligence

Rancho Bernardo Senior Services

990EZ • Fiscal year 2019 • EIN 33-0018262

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

75%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$489,695

Up $75,902 (+18%) from 2018

Net Assets

Up

$489,695

Up $75,902 (+18%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Up

$74,426

Up $31,806 (+75%) from 2018

Expenses

Up

$66,145

Up $3,268 (+5.2%) from 2018

Net Income

Up

$8,281

Up $28,538 (+141%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2019

Assets$489,695
Liabilities-
Net Assets$489,695
Open 2019 Filing

Operations Trend

Revenue Growth90th 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

2019

Revenue$74,426
Expenses$66,145
Net Income$8,281
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.0
Gross Receipts
$90,643
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$67,221$5,000
Compensation and Service Providers
Top Officer Pay77th 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
2020-07-15
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 $4000”

Other Expenses.1002

“Office Expenses $9684”

Other Expenses.1012

“Insurance $2593”

Other Expenses.1

“Federal Taxes $738”

Other Expenses.3

“State Tax $312”

Other Expenses.4

“Merchant Fees $310”

Other Expenses.6

“Bank Fees $57”

Other Expenses.7

“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 K-14
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0413793
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0489695
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt035844
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt016217
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08281
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01757
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0413793
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0489695
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt023207
IRS990EZ/GrossReceiptsAmt090643
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011375
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0413793
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0489695
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0413793
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0489695
IRS990EZ/OccupancyRentUtltsAndMaintAmt030671
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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/OtherChangesInNetAssetsAmt067621
IRS990EZ/OtherExpensesTotalAmt013719
IRS990EZ/OtherRevenueTotalAmt04000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Providing Fee Information and Various Services to Senior Citizens
IRS990EZ/PrintingPublicationsPostageAmt0677
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Providing Free Information and Various Services to Senior Citizens
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt067221
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt019321
IRS990EZ/SaleOfAssetsGrossAmt039424
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt066145
IRS990EZ/TotalProgramServiceExpensesAmt067221
IRS990EZ/TotalRevenueAmt074426
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ranchobernardoseniorservices.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032846
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt099502
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt085903
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0282819
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011375
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011048
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010550
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010863
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08594
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt052430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011375
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010550
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010863
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08594
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt052430
IRS990ScheduleA/InvestmentIncomeCYPct00.14980
IRS990ScheduleA/InvestmentIncomePYPct00.14760
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt04000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt04400
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt04800
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01600
IRS990ScheduleA/OtherIncome509Grp/TotalAmt014800
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.80790
IRS990ScheduleA/PublicSupportPY509Pct00.82030
IRS990ScheduleA/PublicSupportTotal509Amt0282819
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035844
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032846
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt099502
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085903
IRS990ScheduleA/Total509Grp/TotalAmt0282819
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051219
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt044172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt048196
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0111965
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt094497
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0350049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising Space-Lobby $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $9684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Federal Taxes $738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4State Tax $312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Merchant Fees $310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Fees $57
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7State Fees $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Parise
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
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/ReturnTs02020-07-15T11:24:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$489,695
Liabilities
-
Net assets
$489,695
Revenue
$74,426
Expenses
$66,145
Net income
$8,281
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