Civic Intelligence

Lucerne Valley Senior Citizens

990EZ • Fiscal year 2018 • EIN 33-0358983

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 08, 2018

Organization Profile
P O Box 1825Lucerne Valley, CA 92356

(760) 248-2248

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

52nd percentile

4.0%

Higher net margin than 52% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$16,065

Down $2,203 (-12%) from 2017

Net Assets

Down

$16,065

Down $2,203 (-12%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Down

$66,165

Down $7,967 (-11%) from 2017

Expenses

Down

$63,499

Down $5,639 (-8.2%) from 2017

Net Income

Down

$2,666

Down $2,328 (-47%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$80K$60K$40K$20K$0Assets 2015: $14,997Net Assets 2015: $31,7792015Assets 2016: $13,274Net Assets 2016: $13,2742016Assets 2017: $18,268Net Assets 2017: $18,2682017Assets 2018: $16,065Net Assets 2018: $16,0652018Assets 2019: $31,304Net Assets 2019: $31,3042019Assets 2020: $43,269Net Assets 2020: $43,2692020Assets 2021: $60,169Net Assets 2021: $60,1692021Assets 2022: $63,885Liabilities 2022: $45Net Assets 2022: $63,8402022

Highlighted filing

2018

Assets$16,065
Liabilities-
Net Assets$16,065
Open 2018 Filing

Operations Trend

Revenue Growth33rd percentile

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

$100K$50K$0-$50KRevenue 2015: $61,647Expenses 2015: $63,885Net Income 2015: -$2,2382015Revenue 2016: $61,729Expenses 2016: $62,741Net Income 2016: -$1,0122016Revenue 2017: $74,132Expenses 2017: $69,138Net Income 2017: $4,9942017Revenue 2018: $66,165Expenses 2018: $63,499Net Income 2018: $2,6662018Revenue 2019: $79,224Expenses 2019: $63,984Net Income 2019: $15,2402019Revenue 2020: $82,578Expenses 2020: $75,323Net Income 2020: $7,2552020Revenue 2021: $82,804Expenses 2021: $65,869Net Income 2021: $16,9352021Revenue 2022: $73,591Expenses 2022: $69,920Net Income 2022: $3,6712022

Highlighted filing

2018

Revenue$66,165
Expenses$63,499
Net Income$2,666
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 8, 2018
Return Version
2017v2.0
Gross Receipts
$66,165
Mission and Program Overview

Mission

To help senior citizens of lucerne valley

Program Services

DescriptionGrantsExpenses
Provided meals and activities for 40-60 seniors each month--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard PollardPresidentPT$0--
Sharon RavensteinVice PresidentPT$0--
Shelagh MabenTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Lucerne Valley Senior Citizens
EIN
33-0358983
In Care Of
% Woody Hart
Phone
7602482248
Address
P O Box 1825, Lucerne Valley, CA 92356

Signing Officer

Name
Richard Pollard
Title
President
Phone
7602482248
Signed
2018-11-08
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| Inspections, $986.00| Equipment Rental & Maintenance, $4744.00| Office & Business Supplies, $2724.00| Site Permits & Fees, $1074.00| Dues & Subscriptions, $180.00| Meal Program Food, $14367.00| Consumable Supplies, $2784.00| Senior Activities Supplies, $1104.00| Telephone, $286.00| Liability Insurance, $500.00| Internet Service, $690.00| Workers Comp Insurance, $1085.00| Staff Travel & Training, $1123.00|”

Part I, line 20

“| Description:, Explanation:, Amount:| Disposed of broken assets, Assets were disposed of with no value, $-4869|”

Part II, line 24

“| Asset Name:, BOY Amount:, EOY Amount:| Other Assets, $4869, 0|”

Raw XML Appendix135 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Lucerne Valley Senior Citizens
IRS990EZ/BooksInCareOfDetail/PhoneNum07602482248
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010431 Allen way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lucerne Valley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092356
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013399
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016065
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt045206
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02666
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05752
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018268
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016065
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt066165
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018268
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016065
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018268
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016065
IRS990EZ/OccupancyRentUtltsAndMaintAmt010523
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt19
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Richard Pollard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sharon Ravenstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Shelagh Maben
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04869
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-4869
IRS990EZ/OtherExpensesTotalAmt031647
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To help Senior Citizens of Lucerne Valley
IRS990EZ/PrintingPublicationsPostageAmt01650
IRS990EZ/ProgramServiceRevenueAmt020959
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided meals and activities for 40-60 seniors each month
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt013927
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063499
IRS990EZ/TotalRevenueAmt066165
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| S.No:, Year:, Description:| 1, 2015, Rents|
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part III, line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt045206
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt057540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0149326
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02679
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01550
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04229
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0149326
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045206
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057540
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046580
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0149326
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045206
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060219
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt048130
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0153555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Inspections, $986.00| Equipment Rental & Maintenance, $4744.00| Office & Business Supplies, $2724.00| Site Permits & Fees, $1074.00| Dues & Subscriptions, $180.00| Meal Program Food, $14367.00| Consumable Supplies, $2784.00| Senior Activities Supplies, $1104.00| Telephone, $286.00| Liability Insurance, $500.00| Internet Service, $690.00| Workers Comp Insurance, $1085.00| Staff Travel & Training, $1123.00|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Description:, Explanation:, Amount:| Disposed of broken assets, Assets were disposed of with no value, $-4869|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Asset Name:, BOY Amount:, EOY Amount:| Other Assets, $4869, 0|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Pollard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07602482248
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lucerne Valley Senior Citizens
ReturnHeader/Filer/BusinessNameControlTxt0LUCE
ReturnHeader/Filer/EIN0330358983
ReturnHeader/Filer/InCareOfNm0% Woody Hart
ReturnHeader/Filer/PhoneNum07602482248
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 1825
ReturnHeader/Filer/USAddress/CityNm0Lucerne Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092356
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.132.69.211
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/ReturnTs02018-11-08T04:11:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,065
Liabilities
-
Net assets
$16,065
Revenue
$66,165
Expenses
$63,499
Net income
$2,666
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$63.9$0.05$63.8$73.6$69.9$3.67
2021Detailed filing. Detailed filing data is available for this year.$60.2$60.2$82.8$65.9$16.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.3$43.3$82.6$75.3$7.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.3$31.3$79.2$64.0$15.2
2018Detailed filing. Detailed filing data is available for this year.$16.1$16.1$66.2$63.5$2.67
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$18.3$74.1$69.1$4.99
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$13.3$61.7$62.7$1.01
2015Detailed filing. Detailed filing data is available for this year.$15.0$31.8$61.6$63.9$2.24