Civic Intelligence

Villages of San Mateo County

EIN 47-3571718 • 501(c)3 • San Carlos, CA

Profile

We enable seniors to live in their own homes independently, connect with their community, and age with dignity and grace.

PO Box 813San Carlos, CA 94070-0813

www.villagesofsmc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

18th percentile

-33%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$130,350

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 40.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-24%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

-2.2%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$323,111

Down $104,305 (-24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$323,111

Down $104,305 (-24%) from 2023

Revenue

Down

$324,218

Down $7,366 (-2.2%) from 2023

Expenses

Up

$430,155

Up $99,013 (+30%) from 2023

Net Income

Down

-$105,937

Down $106,379 (-24068%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2015: $57,798Liabilities 2015: $02015Assets 2016: $91,548Liabilities 2016: $02016Assets 2017: $121,000Liabilities 2017: $02017Assets 2018: $139,471Liabilities 2018: $02018Assets 2019: $210,675Liabilities 2019: $0Net Assets 2019: $210,6752019Assets 2020: $210,556Liabilities 2020: $02020Assets 2021: $413,143Liabilities 2021: $0Net Assets 2021: $413,1432021Assets 2022: $416,917Liabilities 2022: $0Net Assets 2022: $416,9172022Assets 2023: $427,416Liabilities 2023: $0Net Assets 2023: $427,4162023Assets 2024: $323,111Liabilities 2024: $0Net Assets 2024: $323,1112024

Highlighted filing

2024

Assets$323,111
Liabilities$0
Net Assets$323,111

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2015: $73,084Expenses 2015: $15,286Net Income 2015: $57,7982015Revenue 2016: $79,539Expenses 2016: $45,789Net Income 2016: $33,7502016Revenue 2017: $136,224Expenses 2017: $98,823Net Income 2017: $37,4012017Revenue 2018: $160,733Expenses 2018: $137,104Net Income 2018: $23,6292018Revenue 2019: $230,750Expenses 2019: $154,283Net Income 2019: $76,4672019Revenue 2020: $103,707Expenses 2020: $120,512Net Income 2020: -$16,8052020Revenue 2021: $272,641Expenses 2021: $138,075Net Income 2021: $134,5662021Revenue 2022: $236,102Expenses 2022: $220,205Net Income 2022: $15,8972022Revenue 2023: $331,584Expenses 2023: $331,142Net Income 2023: $4422023Revenue 2024: $324,218Expenses 2024: $430,155Net Income 2024: -$105,9372024

Highlighted filing

2024

Revenue$324,218
Expenses$430,155
Net Income-$105,937

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 1, 2025
Return Version
2024v5.0
Gross Receipts
$324,218
Mission and Program Overview

Mission

We enable seniors to live in their own homes ndependently, connect with their community, and age with dignity and grace.

We enable seniors to live in their own homes independently, connect with their community, and age with dignity and grace.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$165,141$323,111▲ $157,970
Investments in Publicly Traded Securities$262,275--
Cash and Non-Interest-Bearing Accounts$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--
Loans From Officers Directors$0--
Prepaid Expenses and Deferred Charges$0--
Total Assets$427,416$323,111▼ $104,305
Other Assets Total$0--
Liabilities
Accounts Payable and Accrued Expenses$0--
Grants Payable$0--
Mortgage Notes Payable Secured by Investment Property$0--
Unsecured Notes Loans Payable$0--
Other Liabilities$0--
Deferred Revenue$0--
Escrow Account Liability$0--
Tax Exempt Bond Liabilities$0--
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$413,907$307,970▼ $105,937
Net Assets With Donor Restrictions$13,509$15,141▲ $1,632
Total Net Assets Fund Balance$427,416$323,111▼ $104,305
Total Liabilities and Net Assets / Fund Balance$427,416$323,111▼ $104,305
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan E EldredgeExecutive DirectorFT$100,650$29,700$130,350

Board Members and Trustees

NameTitle
Patrick BrownChair, Board of Directors
Victoria KlineFormer Member of Board of Directors
Eric HansonMember of Board of Directors
Irene LianaMember of Board of Directors
Maureen SzostakMember of Board of Directors
Nancy NadlerMember of Board of Directors
Randi KutnewskyMember of Board of Directors
Scott McMullinMember of Board of Directors
Monika LeeSecretary and Member of Board of Directors
David J McClureTreasurer and Member of Board of Directors
Revenue and Support

Revenue Composition

Contributions and Grants
$309,444
Program Service Revenue
$0
Investment Income
$14,774
Other Revenue
$0
All Other Contributions
$132,439
Change in Net Assets
$-105,937
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$291,797
Other Expenses$126,218
Total Fundraising Expense$37,024
Grants and Similar Amounts Paid$12,140
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$94,840$27,097$13,549$135,486
Current Officers, Directors, Trustees, and Key Employees$91,245$26,070$13,035$130,350
All Other Expenses$20,647$5,896$2,947$29,490
Payroll Taxes$13,469$3,848$1,924$19,241
Grants to Domestic Orgs$12,140--$12,140
Office Expenses$5,816$4,653$1,163$11,632
Other Expenses$11,452$0$0$11,452
Occupancy$6,857$1,959$980$9,796
Insurance$4,653$3,722$931$9,306
Fees for Services Other$4,716$1,347$674$6,737
Pension Plan Contributions$4,704$1,344$672$6,720
Travel$3,961$1,132$566$5,659
Information Technology$1,954$1,563$391$3,908
Advertising$3,131$0$0$3,131
Fees for Services Accounting$959$767$192$1,918
Conferences and Meetings$0$325$0$325
Total Functional Expenses$313,408$79,723$37,024$430,155
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
Loans from Officers, Directors, Trustees, and Key Employees$0--
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 11B

Form 990 is reviewed by the Executive Director and the Board of Directors prior to being filed.

Part VI, Line 12C

The conflict of interest policy is reviewed annually by the Board of Directors.

Part VI, Line 15A

Nonprofit compensation surveys are used, and the Board of Directors approves compensation for the Executive Director.

Part VI, Line 19

Governing documents and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Villages of San Mateo County
EIN
47-3571718
Phone
6502604569
Address
PO BOX 813, SAN CARLOS, CA 94070-0813

Signing Officer

Name
David J McClure
Title
Treasurer
Phone
6502604569
Signed
2025-07-01

Organization Details

Principal Officer
Patrick Brown
Formed
2015
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
7
Volunteers
262
Supplemental Narrative

Additional Explanations

Part XI, Line 9

There was an increase in net assets of $1,632 due to the net changes in funds with donor restrictions.

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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherChangesInNetAssetsAmt01632
IRS990/OtherExpensesGrp/Desc0Member home safety improvements
IRS990/OtherExpensesGrp/Desc1Member and volunteer events
IRS990/OtherExpensesGrp/Desc2Member transportation
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt07356
IRS990/OtherExpensesGrp/ProgramServicesAmt125508
IRS990/OtherExpensesGrp/ProgramServicesAmt211452
IRS990/OtherExpensesGrp/TotalAmt07356
IRS990/OtherExpensesGrp/TotalAmt125508
IRS990/OtherExpensesGrp/TotalAmt211452
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt013549
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027097
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt094840
IRS990/OtherSalariesAndWagesGrp/TotalAmt0135486
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01924
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03848
IRS990/PayrollTaxesGrp/ProgramServicesAmt013469
IRS990/PayrollTaxesGrp/TotalAmt019241
IRS990/PensionPlanContributionsGrp/FundraisingAmt0672
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01344
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04704
IRS990/PensionPlanContributionsGrp/TotalAmt06720
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrincipalOfficerNm0Patrick Brown
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0305780
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03650
IRS990/PYInvestmentIncomeAmt025804
IRS990/PYOtherExpensesAmt0110693
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0442
IRS990/PYSalariesCompEmpBnftPaidAmt0216799
IRS990/PYTotalExpensesAmt0331142
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0331584
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-105937
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0165141
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0323111
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0309444
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0305780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0264063
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0243635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0102184
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01225106
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt07000
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt07000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014774
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06945
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03904
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06504
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01363
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt033490
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014774
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06945
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03904
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06504
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01363
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt033490
IRS990ScheduleA/InvestmentIncomeCYPct00.02630
IRS990ScheduleA/InvestmentIncomePYPct00.01790
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt018859
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0-31905
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt022502
IRS990ScheduleA/OtherIncome509Grp/TotalAmt09456
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96630
IRS990ScheduleA/PublicSupportPY509Pct00.97390
IRS990ScheduleA/PublicSupportTotal509Amt01232106
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0309444
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0305780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0264063
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0243635
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0109184
IRS990ScheduleA/Total509Grp/TotalAmt01232106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0324218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0331584
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0236062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0272641
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0110547
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01275052
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is reviewed by the Executive Director and the Board of Directors prior to being filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The conflict of interest policy is reviewed annually by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Nonprofit compensation surveys are used, and the Board of Directors approves compensation for the Executive Director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4There was an increase in net assets of $1,632 due to the net changes in funds with donor restrictions.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI, Line 19

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