Civic Intelligence

Rancho Bernardo Senior Services

990EZ • Fiscal year 2023 • EIN 33-0018262

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 15, 2024

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

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

6th percentile

-104%

Higher net margin than 6% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

40th percentile

-3.8%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-37%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$477,369

Down $19,060 (-3.8%) from 2022

Net Assets

Down

$477,369

Down $19,060 (-3.8%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$36,389

Down $21,605 (-37%) from 2022

Expenses

Up

$74,365

Up $11,911 (+19%) from 2022

Net Income

Down

-$37,976

Down $33,516 (-751%) from 2022

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

2023

Assets$477,369
Liabilities-
Net Assets$477,369

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

2023

Revenue$36,389
Expenses$74,365
Net Income-$37,976
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 15, 2024
Return Version
2023v5.0
Gross Receipts
$182,192
Mission and Program Overview

Mission

Providing Free Information and Various Services to Senior Citizens

Program Services

DescriptionGrantsExpenses
Providing Free Information and Various Services to Senior Citizens$5,000$74,365
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angelo ParisePresident-$0--
Jill LackeySecretary-$0--
Linda PariseTreasurerPT$0--
Tracie MartinezDirector-$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 K-14, San Diego, CA 92128

Signing Officer

Name
Linda Parise
Title
Treasurer
Signed
2024-06-15
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Revenue.1

Advertising Space-Lobby $5000

Other Expenses.1002

Office Expenses $975

Other Expenses.1012

Insurance $2564

Other Expenses.1

Tax Preparation Expenses $4630

Other Expenses.2

Semi-Annual Funds Appeal $3893

Other Expenses.3

Telephone & Internet $1432

Other Expenses.4

Federal Taxes $924

Other Expenses.5

State Tax $606

Other Expenses.6

Computer Equip $2,500 $517

Other Expenses.7

Merchant Fees $348

Other Expenses.8

Meals $220

Other Expenses.10

Bank Fees $46

Other Expenses.12

Rounding $2

Raw XML Appendix208 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/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/OtherChangesInNetAssetsAmt018916
IRS990EZ/OtherExpensesTotalAmt016157
IRS990EZ/OtherRevenueTotalAmt05000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0129
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt019644
IRS990EZ/SaleOfAssetsGrossAmt0138444
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt036389
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ranchobernardoseniorservices.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026789
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033422
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt023025
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt035844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0136867
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt036316
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt036316
IRS990ScheduleA/InvestmentIncomeCYPct00.19670
IRS990ScheduleA/InvestmentIncomePYPct00.23450
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03800
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0800
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt04000
IRS990ScheduleA/OtherIncome509Grp/TotalAmt011400
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.74150
IRS990ScheduleA/PublicSupportPY509Pct00.68730
IRS990ScheduleA/PublicSupportTotal509Amt0136867
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt030680
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051219
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0184583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising Space-Lobby $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2564
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Tax Preparation Expenses $4630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Semi-Annual Funds Appeal $3893
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Telephone & Internet $1432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Federal Taxes $924
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7State Tax $606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Computer Equip $2,500 $517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Merchant Fees $348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Meals $220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank Fees $46
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Rounding $2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Parise
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rancho Bernardo Senior Services
ReturnHeader/Filer/BusinessNameControlTxt0RANC
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-06-15T09:35:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Linda
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Parise
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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