Civic Intelligence

Rancho Bernardo Senior Services

990 • Fiscal year 2021 • EIN 33-0018262

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

Organization Profileranchobernardoseniorservices.com
16769 Bernardo Center Dr K-14San Diego, CA 92128

(858) 487-2640

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

27th percentile

-0.4%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

49th percentile

8.9%

Faster asset growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

3.1%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$553,774

Up $45,373 (+8.9%) from 2020

Net Assets

Up

$553,774

Up $45,373 (+8.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin27th percentile

Revenue

Up

$56,703

Up $1,681 (+3.1%) from 2020

Expenses

Up

$56,905

Up $9,995 (+21%) from 2020

Net Income

Down

-$202

Down $8,314 (-102%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2021

Assets$553,774
Liabilities$0
Net Assets$553,774
Open 2021 Filing

Operations Trend

Revenue Growth39th 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

2021

Revenue$56,703
Expenses$56,905
Net Income-$202
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.0
Gross Receipts
$85,045
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$508,401$553,774▲ $45,373
Investments in Publicly Traded Securities$488,703$550,156▲ $61,453
Cash and Non-Interest-Bearing Accounts$19,698$3,618▼ $16,080
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$508,401$553,774▲ $45,373
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$508,401$553,774▲ $45,373
Total Liabilities and Net Assets / Fund Balance$508,401$553,774▲ $45,373
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Angelo ParisePresident
Brian McLeanDirector
Laurie PeckDirector
Sally HatfieldDirector
Tracie MartinezDirector
Jill LackeySecretary
Linda PariseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,025
Program Service Revenue
$0
Investment Income
$30,878
Other Revenue
$2,800
All Other Contributions
$23,025
Change in Net Assets
$-202
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$41,216
Salaries, Compensation, and Employee Benefits$15,689
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$31,794-$31,794
Other Salaries and Wages-$14,378-$14,378
Insurance-$2,613-$2,613
Office Expenses-$2,334-$2,334
Fees for Services Other-$1,381-$1,381
Payroll Taxes-$1,311-$1,311
All Other Expenses-$155-$155
Other Expenses-$141-$141
Total Functional Expenses$0$56,905$0$56,905
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“President and Treasurer are Husband and Wife”

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angelo Parise
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
8585399514
Raw XML AppendixShowing 400 of 412 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Providing Free Information and Various Services to Senior Citizens
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt023025
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0155
IRS990/AllOtherExpensesGrp/TotalAmt0155
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Linda Parise
IRS990/BooksInCareOfDetail/PhoneNum08584872640
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt016769 Bernardo Center Dr K-14
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092128
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt019698
IRS990/CashNonInterestBearingGrp/EOYAmt03618
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt023025
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt030878
IRS990/CYOtherExpensesAmt041216
IRS990/CYOtherRevenueAmt02800
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-202
IRS990/CYSalariesCompEmpBnftPaidAmt015689
IRS990/CYTotalExpensesAmt056905
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt056703
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Providing Free Information and Various Services to Senior Citizens
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01381
IRS990/FeesForServicesOtherGrp/TotalAmt01381
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Angelo Parise
IRS990/Form990PartVIISectionAGrp/PersonNm1Jill Lackey
IRS990/Form990PartVIISectionAGrp/PersonNm2Linda Parise
IRS990/Form990PartVIISectionAGrp/PersonNm3Tracie Martinez
IRS990/Form990PartVIISectionAGrp/PersonNm4Sally Hatfield
IRS990/Form990PartVIISectionAGrp/PersonNm5Brian McLean
IRS990/Form990PartVIISectionAGrp/PersonNm6Laurie Peck
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt016546
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt044888
IRS990/GrossReceiptsAmt085045
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02613
IRS990/InsuranceGrp/TotalAmt02613
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt014332
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014332
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0488703
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0550156
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt028342
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Providing Free Information and Various Services to Senior Citizens
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0508401
IRS990/NetAssetsOrFundBalancesEOYAmt0553774
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt016546
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016546
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt01800
IRS990/NetUnrlzdGainsLossesInvstAmt045575
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt031794
IRS990/OccupancyGrp/TotalAmt031794
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02334
IRS990/OfficeExpensesGrp/TotalAmt02334
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Semi-Annual Funds Appeal
IRS990/OtherExpensesGrp/Desc1Computer & Software Purchases
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3Merchant Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02127
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1496
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2175
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3141
IRS990/OtherExpensesGrp/TotalAmt02127
IRS990/OtherExpensesGrp/TotalAmt1496
IRS990/OtherExpensesGrp/TotalAmt2175
IRS990/OtherExpensesGrp/TotalAmt3141
IRS990/OtherRevenueMiscGrp/Desc0Advertising Space-Lobby
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02800
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt02800
IRS990/OtherRevenueTotalAmt02800
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014378
IRS990/OtherSalariesAndWagesGrp/TotalAmt014378
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01311
IRS990/PayrollTaxesGrp/TotalAmt01311
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Angelo Parise
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt017923
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt036299
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt039452
IRS990/PYOtherRevenueAmt0800
IRS990/PYRevenuesLessExpensesAmt08112
IRS990/PYSalariesCompEmpBnftPaidAmt07458
IRS990/PYTotalExpensesAmt046910
IRS990/PYTotalRevenueAmt055022
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-202
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0508401
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0553774
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032846
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0138226
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012848
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012093
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011375
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011048
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010550
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt057914
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012848
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012093
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011375
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010550
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt057914
IRS990ScheduleA/InvestmentIncomeCYPct00.27200
IRS990ScheduleA/InvestmentIncomePYPct00.19540
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02800
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0800
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt04000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt04400
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt04800
IRS990ScheduleA/OtherIncome509Grp/TotalAmt016800
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.64910
IRS990ScheduleA/PublicSupportPY509Pct00.75010
IRS990ScheduleA/PublicSupportTotal509Amt0138226
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt017787
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035844
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt028724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032846
IRS990ScheduleA/Total509Grp/TotalAmt0138226
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt038673
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030680
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt051219
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048196
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0212940
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0President and Treasurer are Husband and Wife
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0508401
IRS990/TotalAssetsEOYAmt0553774
IRS990/TotalAssetsGrp/BOYAmt0508401
IRS990/TotalAssetsGrp/EOYAmt0553774
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt023025
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt056905
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt056905
IRS990/TotalGrossUBIAmt02800
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0508401
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0553774
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt014332
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016546
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt056703
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02800
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0508401
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0553774
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt016769 Bernardo Center Dr K-14
IRS990/USAddress/CityNm0San Diego
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092128
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0ranchobernardoseniorservices.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Parise
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rancho Bernardo Senior Services
ReturnHeader/Filer/BusinessNameControlTxt0RBSE
ReturnHeader/Filer/EIN0330018262
ReturnHeader/Filer/PhoneNum08584872640
ReturnHeader/Filer/USAddress/AddressLine1Txt016769 Bernardo Center Dr K-14
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$553,774
Liabilities
$0
Net assets
$553,774
Revenue
$56,703
Expenses
$56,905
Net income
-$202
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