Civic Intelligence

Janet Goeske Foundation

990 • Fiscal year 2014 • EIN 33-0023938

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 17, 2014

Organization ProfileWWW.JANETGOESKECENTER.COM
5257 Sierra Street92504

(951) 351-8800

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.47x

Higher debt load relative to assets than 82% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

79th percentile

0.34x

Higher debt load relative to revenue than 79% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

22nd percentile

-8.6%

Higher net margin than 22% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

90th percentile

$109,870

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

47th percentile

1.3%

Faster asset growth than 47% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$560,638

Up $7,115 (+1.3%) from 2013

Net Assets

Up

$297,807

Up $30,764 (+12%) from 2013

Liabilities

Down

$262,831

Down $23,649 (-8.3%) from 2013

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin22nd percentile

Revenue

$777,237

No earlier filing loaded for comparison.

Expenses

Up

$843,720

Up $53,086 (+6.7%) from 2013

Net Income

-$66,483

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $519,914Liabilities 2010: $247,407Net Assets 2010: $272,5072010Assets 2011: $471,070Liabilities 2011: $256,660Net Assets 2011: $214,4102011Assets 2012: $497,812Liabilities 2012: $257,964Net Assets 2012: $239,8482012Assets 2013: $553,523Liabilities 2013: $286,480Net Assets 2013: $267,0432013Assets 2014: $560,638Liabilities 2014: $262,831Net Assets 2014: $297,8072014Assets 2015: $594,349Liabilities 2015: $239,786Net Assets 2015: $354,5632015Assets 2016: $1,313,715Liabilities 2016: $233,833Net Assets 2016: $1,079,8822016Assets 2017: $1,539,782Liabilities 2017: $233,700Net Assets 2017: $1,306,0822017Assets 2019: $1,703,229Liabilities 2019: $243,200Net Assets 2019: $1,460,0292019Assets 2020: $1,871,907Liabilities 2020: $171,573Net Assets 2020: $1,700,3342020Assets 2021: $2,448,914Liabilities 2021: $259,344Net Assets 2021: $2,189,5702021

Highlighted filing

2014

Assets$560,638
Liabilities$262,831
Net Assets$297,807
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $871,0382010Expenses 2011: $886,3972011Expenses 2012: $811,6002012Expenses 2013: $790,6342013Revenue 2014: $777,237Expenses 2014: $843,720Net Income 2014: -$66,4832014Revenue 2015: $836,737Expenses 2015: $835,878Net Income 2015: $8592015Revenue 2016: $1,582,733Expenses 2016: $852,774Net Income 2016: $729,9592016Revenue 2017: $1,107,689Expenses 2017: $935,278Net Income 2017: $172,4112017Revenue 2019: $1,093,689Expenses 2019: $1,100,766Net Income 2019: -$7,0772019Revenue 2020: $1,181,917Expenses 2020: $950,354Net Income 2020: $231,5632020Revenue 2021: $864,114Expenses 2021: $593,456Net Income 2021: $270,6582021

Highlighted filing

2014

Revenue$777,237
Expenses$843,720
Net Income-$66,483
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 17, 2014
Return Version
2013v4.0
Gross Receipts
$981,132
Mission and Program Overview

Mission

This organization's primary purpose is to provide seniors/disabled seniors opportunities to continue active, rich and productive life through a constantly expanding program of travel, health, education, recreation and social activities, in pleasant surroundings and as inexpensively as possible.

The janet goeske foundation provides seniors/disabled seniors opportunities to continue an active, rich and productive life through a constantly expanding program of travel, health, education, recreation and social activities, in pleasant surroundings and as inexpensively as possible.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$169,054$250,039▲ $80,985
Savings and Temporary Cash Investments$306,473$226,526▼ $79,947
Land, Buildings, and Equipment, Net$55,346$45,392▼ $9,954
Prepaid Expenses and Deferred Charges$8,327$18,141▲ $9,814
Accounts Receivable-$14,500-
Cash and Non-Interest-Bearing Accounts$14,288$6,005▼ $8,283
Total Assets$553,523$560,638▲ $7,115
Other Assets Total$35$35→ $0
Liabilities
Other Liabilities$209,770$111,825▼ $97,945
Deferred Revenue$36,902$111,559▲ $74,657
Accounts Payable and Accrued Expenses$39,808$39,447▼ $361
Total Liabilities$286,480$262,831▼ $23,649
Net Assets / Fund Balance
Unrestricted Net Assets$257,243$279,957▲ $22,714
Permanently Rstr Net Assets$9,800$17,850▲ $8,050
Total Net Assets Fund Balance$267,043$297,807▲ $30,764
Total Liabilities and Net Assets / Fund Balance$553,523$560,638▲ $7,115

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$31,772$274,411$306,183
Leasehold Improvements$3,785$65,524$69,309
Other Land Buildings$9,835$1,860$11,695
Other Securities$250,039--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judith VailsExecutive DirectorFT$105,000$4,870$109,870

Board Members and Trustees

NameTitle
Howard SanerChair
Joan E RobertsPast-chair
Russ CorneliusVice Chair
Bobbie Ann MaysBoard Member
Christina Reid-brownBoard Member
Danette M BuoyeBoard Member
Henry RomeroBoard Member
Howard OwensBoard Member
Kelly Tyson StocktonBoard Member
Manuel EnriquezBoard Member
Melva CookeBoard Member
Michelle SteeleBoard Member
Steve PopkinBoard Member
Tera a HardenBoard Member
Vickie HawleyBoard Member
Judy CarpenterMember at Large
Michael GoldwareSecretary
Kathleen S HartmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$464,767
Program Service Revenue
$54,962
Investment Income
$11,539
Other Revenue
$245,969
All Other Contributions
$53,898
Change in Net Assets
$-66,483

Audited Revenue Reconciliation

Revenue per Audited Statements
$777,237
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$764,135
Total Revenue per Audited Statements
$1,541,372
Total Revenue per Form 990
$777,237
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$458,520
Other Expenses$385,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$257,673--$257,673
Current Officers, Directors, Trustees, and Key Employees-$151,423-$151,423
All Other Expenses$71,271$10,950-$82,221
Insurance$37,517$12,472-$49,989
Payroll Taxes$23,862$11,584-$35,446
Fees for Services Management-$19,773-$19,773
Other Expenses$19,267--$19,267
Depreciation Depletion$16,248--$16,248
Advertising-$15,106-$15,106
Pension Plan Contributions$906$13,072-$13,978
Fees for Services Other$6,400--$6,400
Office Expenses-$6,347-$6,347
Total Functional Expenses$602,993$240,727$0$843,720

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,510,608
Expenses per Audited Statements$843,720
Total Expenses per Form 990$843,720
Expenses Not Reported on Form 990$666,888
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$268,293
Fundraising Direct Expenses$138,779
Gaming Gross Income$100,951
Gaming Direct Expenses$19,342
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$191,137$191,137$81,447$109,690
Event 2$56,700$56,700$55,994$706
Total Events$268,293$268,293$138,779$129,514
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Retirement Obligation$111,325
Rental Deposit From Third Parties$500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The organization's form 990 is reviewed by the board of directors and signed by the chair.”

Form 990, Part VI, Section B, Line 12C

“All of the board members, ceo, executive director and key employees are required to review and sign the conflict of interest policy at the beginning of each fiscal year.”

Form 990, Part VI, Section B, Line 15B

“The executive committee reviews and approves the compensation of the ceo, executive director and key employees.”

Form 990, Part VI, Section C, Line 18

“The organization makes its form 1023,990 and 990-t available for public inspection during normal business hours in their administrative offices.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and audited financial statements available for public during normal business hours in their administrative offices.”

Filing and Contact Details

Filer

EIN
33-0023938
Phone
9513518800

Signing Officer

Name
Russ Cornelius
Title
Chair
Phone
9517887900
Signed
2014-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russ Cornelius
Formed
1985
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
14
Volunteers
200

Preparer

Preparer
Anne Lessard
Phone
9516830672
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“In-kind donations 77,096.”

Financial Statement Notes

PART X, LINE 2:

“The organization has evaluated its tax positions and the certainty as to whether or not those positions will be sustained in the event of an audit by tax authorities at the federal and state levels. The primary tax positions evaluated are related to the organization's continued qualification as a tax-exempt organization and whether or not there is unrelated business income activities conducted that would be taxable. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“In-kind donations 578,420. Sale of inventory - cogs 7,443. Special events - expenses 138,779. Bingo suplies 19,342.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Sale of inventory - cogs 7,443. Special events - expenses 138,779. In-kind donations 501,324. Bingo supplies 19,342.”

Raw XML AppendixShowing 400 of 585 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt039808
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt039447
IRS990/AccountsReceivableGrp/EOYAmt014500
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE JANET GOESKE FOUNDATION PROVIDES SENIORS/DISABLED SENIORS OPPORTUNITIES TO CONTINUE AN ACTIVE, RICH AND PRODUCTIVE LIFE THROUGH A CONSTANTLY EXPANDING PROGRAM OF TRAVEL, HEALTH, EDUCATION, RECREATION AND SOCIAL ACTIVITIES, IN PLEASANT SURROUNDINGS AND AS INEXPENSIVELY AS POSSIBLE.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt015106
IRS990/AdvertisingGrp/TotalAmt015106
IRS990/AllOtherContributionsAmt053898
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt010950
IRS990/AllOtherExpensesGrp/ProgramServicesAmt071271
IRS990/AllOtherExpensesGrp/TotalAmt082221
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum09513518801
IRS990/BooksInCareOfDetail/USAddress/AddressLine105257 SIERRA STREET
IRS990/BooksInCareOfDetail/USAddress/City0RIVERSIDE
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode092504
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt014288
IRS990/CashNonInterestBearingGrp/EOYAmt06005
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0151423
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0151423
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt07443
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0464767
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011539
IRS990/CYOtherExpensesAmt0385200
IRS990/CYOtherRevenueAmt0245969
IRS990/CYProgramServiceRevenueAmt054962
IRS990/CYRevenuesLessExpensesAmt0-66483
IRS990/CYSalariesCompEmpBnftPaidAmt0458520
IRS990/CYTotalExpensesAmt0843720
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0777237
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt036902
IRS990/DeferredRevenueGrp/EOYAmt0111559
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt016248
IRS990/DepreciationDepletionGrp/TotalAmt016248
IRS990/Desc0OPERATION OF A SENIOR CENTER FOR/SERVING INDIVIDUALS 50 PLUS YEARS OF AGE. SERVED APPROXIMATELY 26,000 SENIORS MONTHLY OFFERING VARIOUS PROGRAM ACTIVITIES AND RESOURCES TO ENCOURAGE A HEALTHLY AND ACTIVE LIFESTYLE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt014
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0602993
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt019773
IRS990/FeesForServicesManagementGrp/TotalAmt019773
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt06400
IRS990/FeesForServicesOtherGrp/TotalAmt06400
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd01
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt184870
IRS990/Form990PartVIISectionAGrp/PersonNm0JUDY CARPENTER
IRS990/Form990PartVIISectionAGrp/PersonNm1DANETTE M BUOYE
IRS990/Form990PartVIISectionAGrp/PersonNm2MELVA COOKE
IRS990/Form990PartVIISectionAGrp/PersonNm3TERA A HARDEN
IRS990/Form990PartVIISectionAGrp/PersonNm4VICKIE HAWLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5KELLY TYSON STOCKTON
IRS990/Form990PartVIISectionAGrp/PersonNm6BOBBIE ANN MAYS
IRS990/Form990PartVIISectionAGrp/PersonNm7HOWARD OWENS
IRS990/Form990PartVIISectionAGrp/PersonNm8CHRISTINA REID-BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm9MANUEL ENRIQUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm10HENRY ROMERO
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHELLE STEELE
IRS990/Form990PartVIISectionAGrp/PersonNm12HOWARD SANER
IRS990/Form990PartVIISectionAGrp/PersonNm13RUSS CORNELIUS
IRS990/Form990PartVIISectionAGrp/PersonNm14KATHLEEN S HARTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL GOLDWARE
IRS990/Form990PartVIISectionAGrp/PersonNm16JOAN E ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm17STEVE POPKIN
IRS990/Form990PartVIISectionAGrp/PersonNm18JUDITH VAILS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18105000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt16PAST-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt0138779
IRS990/FundraisingGrossIncomeAmt0268293
IRS990/GainOrLossGrp/SecuritiesAmt08453
IRS990/GamingActivitiesInd01
IRS990/GamingDirectExpensesAmt019342
IRS990/GamingGrossIncomeAmt0100951
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt0383849
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt046784
IRS990/GrossReceiptsAmt0981132
IRS990/GrossRentsGrp/RealAmt012768
IRS990/GrossSalesOfInventoryAmt014157
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt012472
IRS990/InsuranceGrp/ProgramServicesAmt037517
IRS990/InsuranceGrp/TotalAmt049989
IRS990/InvestmentIncomeGrp/ExclusionAmt03086
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03086
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0169054
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0250039
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0341795
IRS990/LandBldgEquipBasisNetGrp/BOYAmt055346
IRS990/LandBldgEquipBasisNetGrp/EOYAmt045392
IRS990/LandBldgEquipCostOrOtherBssAmt0387187
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt038331
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt027020
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THIS ORGANIZATION'S PRIMARY PURPOSE IS TO PROVIDE SENIORS/DISABLED SENIORS OPPORTUNITIES TO CONTINUE ACTIVE, RICH AND PRODUCTIVE LIFE THROUGH A CONSTANTLY EXPANDING PROGRAM OF TRAVEL, HEALTH, EDUCATION, RECREATION AND SOCIAL ACTIVITIES, IN PLEASANT SURROUNDINGS AND AS INEXPENSIVELY AS POSSIBLE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0267043
IRS990/NetAssetsOrFundBalancesEOYAmt0297807
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt08453
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08453
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0129514
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0129514
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt081609
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt081609
IRS990/NetIncomeOrLossGrp/ExclusionAmt06714
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt06714
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt012768
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt012768
IRS990/NetUnrelatedBusTxblIncmAmt0-15707
IRS990/NetUnrlzdGainsLossesInvstAmt020151
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06347
IRS990/OfficeExpensesGrp/TotalAmt06347
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt035
IRS990/OtherAssetsTotalGrp/EOYAmt035
IRS990/OtherChangesInNetAssetsAmt077096
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1TOURS EXPENSE
IRS990/OtherExpensesGrp/Desc2OTHER PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ProgramServicesAmt0105414
IRS990/OtherExpensesGrp/ProgramServicesAmt134414
IRS990/OtherExpensesGrp/ProgramServicesAmt230021
IRS990/OtherExpensesGrp/ProgramServicesAmt319267
IRS990/OtherExpensesGrp/TotalAmt0105414
IRS990/OtherExpensesGrp/TotalAmt134414
IRS990/OtherExpensesGrp/TotalAmt230021
IRS990/OtherExpensesGrp/TotalAmt319267
IRS990/OtherLiabilitiesGrp/BOYAmt0209770
IRS990/OtherLiabilitiesGrp/EOYAmt0111825
IRS990/OtherRevenueMiscGrp/BusinessCd0624110
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015364
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015364
IRS990/OtherRevenueTotalAmt015364
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0257673
IRS990/OtherSalariesAndWagesGrp/TotalAmt0257673
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011584
IRS990/PayrollTaxesGrp/ProgramServicesAmt023862
IRS990/PayrollTaxesGrp/TotalAmt035446
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt013072
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0906
IRS990/PensionPlanContributionsGrp/TotalAmt013978
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt09800
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt017850
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08327
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018141
IRS990/PrincipalOfficerNm0RUSS CORNELIUS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624110
IRS990/ProgramServiceRevenueGrp/BusinessCd1624110
IRS990/ProgramServiceRevenueGrp/Desc0TOURS
IRS990/ProgramServiceRevenueGrp/Desc1SENIOR PROGRAMS/ACTIVI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt044096
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110866
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt044096
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110866
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0546950
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06039
IRS990/PYOtherExpensesAmt0329118
IRS990/PYOtherRevenueAmt0217198
IRS990/PYProgramServiceRevenueAmt037760
IRS990/PYRevenuesLessExpensesAmt017313
IRS990/PYSalariesCompEmpBnftPaidAmt0461516
IRS990/PYTotalExpensesAmt0790634
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0807947
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-66483
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt012768
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0160388
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0306473
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0226526
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0464767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0449100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0444208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0454527
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0434119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02246721
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011539
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019739
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01452
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01803
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06100
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt040633
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01852248
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt015364
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt016550
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt022160
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt014541
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt020113
IRS990ScheduleA/OtherIncome170Grp/TotalAmt088728
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94560
IRS990ScheduleA/PublicSupportPY170Pct00.94230
IRS990ScheduleA/PublicSupportTotal170Amt02246721
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0464767
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0449100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0444208
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0454527
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0434119
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02246721

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$560,638
Liabilities
$262,831
Net assets
$297,807
Revenue
$777,237
Expenses
$843,720
Net income
-$66,483
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.26$2.19$0.86$0.59$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.17$1.70$1.18$0.95$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.24$1.46$1.09$1.10$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.23$1.31$1.11$0.94$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.23$1.08$1.58$0.85$0.73
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.24$0.35$0.84$0.84$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.26$0.30$0.78$0.84$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.29$0.27$0.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.26$0.24$0.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.26$0.21$0.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.25$0.27$0.87