Civic Intelligence

San Clemente Village

EIN 47-4007960 • 501(c)3 • San Clemente, CA

Profile

San clemente village is a volunteer driven with the goal of allowing seniors to thrive and live well in their homes. Our membership is age 80+. We accomplish this goal by providing services such as transportation, grocery shopping, pet assistance, minor home maintenance, social activities, educational programs, emergency prepardness and personal wellness.

PO Box 5761San Clemente, CA 92673

scvillage.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

29th percentile

-11%

Higher net margin than 29% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

50th percentile

-1.3%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

80th percentile

35%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$301,627

Down $4,308 (-1.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$301,627

Down $4,308 (-1.4%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Up

$189,877

Up $30,542 (+19%) from 2023

Expenses

Up

$211,108

Up $13,047 (+6.6%) from 2023

Net Income

Up

-$21,231

Up $17,495 (+45%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$400K$300K$200K$100K$0Assets 2016: $54,360Liabilities 2016: $0Net Assets 2016: $54,3602016Assets 2017: $106,641Liabilities 2017: $0Net Assets 2017: $106,6412017Assets 2018: $202,923Liabilities 2018: $0Net Assets 2018: $202,9232018Assets 2019: $235,808Liabilities 2019: $0Net Assets 2019: $235,8082019Assets 2020: $229,780Liabilities 2020: $0Net Assets 2020: $229,7802020Assets 2021: $280,275Liabilities 2021: $0Net Assets 2021: $280,2752021Assets 2022: $309,340Liabilities 2022: $0Net Assets 2022: $309,3402022Assets 2023: $305,935Liabilities 2023: $0Net Assets 2023: $305,9352023Assets 2024: $301,627Net Assets 2024: $301,6272024

Highlighted filing

2024

Assets$301,627
Liabilities-
Net Assets$301,627
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$300K$200K$100K$0-$100KRevenue 2016: $61,255Expenses 2016: $12,260Net Income 2016: $48,9952016Revenue 2017: $69,523Expenses 2017: $17,242Net Income 2017: $52,2812017Revenue 2018: $137,664Expenses 2018: $41,382Net Income 2018: $96,2822018Revenue 2019: $141,327Expenses 2019: $108,442Net Income 2019: $32,8852019Revenue 2020: $104,136Expenses 2020: $108,230Net Income 2020: -$4,0942020Revenue 2021: $144,734Expenses 2021: $82,268Net Income 2021: $62,4662021Revenue 2022: $104,595Expenses 2022: $107,339Net Income 2022: -$2,7442022Revenue 2023: $159,335Expenses 2023: $198,061Net Income 2023: -$38,7262023Revenue 2024: $189,877Expenses 2024: $211,108Net Income 2024: -$21,2312024

Highlighted filing

2024

Revenue$189,877
Expenses$211,108
Net Income-$21,231
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$301,627
Liabilities
-
Net assets
$301,627
Revenue
$189,877
Expenses
$211,108
Net income
-$21,231
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.02$3.02$1.90$2.11$0.21
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$1.59$1.98$0.39
2022Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$1.05$1.07$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$1.45$0.82$0.62
2020Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$1.04$1.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$1.41$1.08$0.33
2018Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$1.38$0.41$0.96
2017Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.70$0.17$0.52
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.61$0.12$0.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 2, 2025
Return Version
2024v5.0
Gross Receipts
$189,877
Mission and Program Overview

Mission

San clemente village is a volunteer driven with the goal of allowing seniors to thrive and live well in their homes. Our membership is age 80+. We accomplish this goal by providing services such as transportation, grocery shopping, pet assistance, minor home maintenance, social activities, educational programs, emergency prepardness and personal wellness.

Program Services

DescriptionGrantsExpenses
PROVIDING SERVICES SUCH AS TRANSPORTATION, GROCERY SHOPPING, PET ASSISTANCE, MINOR HOME MAINTENANCE, SOCIALACTIVITIES, EDUCATIONAL PROGRAMS, EMERGENCY PREPARDNESS AND PERSONAL WELLNESS.-$211,108
PROVIDING SERVICES SUCH AS TRANSPORTATION, GROCERY SHOPPING, PET ASSISTANCE, MINOR HOME MAINTENANCE, SOCIALACTIVITIES, EDUCATIONAL PROGRAMS, EMERGENCY PREPARDNESS AND PERSONAL WELLNESS.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN M WALRATHTreasurer-$0--
JULIE SCHOENPresidentPT$0--
CHASE METCALFSecretary-$0--
PETE ANTONICVice PresidePT$0--
Filing and Contact Details

Filer

Filer Name
San Clemente Village
EIN
47-4007960
Phone
9495823120
Address
PO BOX 5761, SAN CLEMENTE, CA 92673

Signing Officer

Name
Stephen M Walrath
Title
Treasurer
Phone
9493225110
Signed
2025-09-02

Preparer

Firm
Accountingatozcom Inc
Address
27201 PUERTA REAL SUITE 300, MISSION VIEJO, CA 92691
Preparer
Stephen M Walrath
Phone
9495823120
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Interest 9,700 total 9,700”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 40,468 office 3,151 insurance 6,012 administrative costs 19,185 total 68,816”

Form 990-ez, Part I, Line 20

“Accrued contributions 16,923”

Form 990-ez, Part III

“San clemente village is a volunteer driven with the goal of allowing seniors to thrive and live well in their homes. Our membership is age 80+. We accomplish this goal by providing services such as transportation, grocery shopping, pet assistance, minor home maintenance, social activities, educational programs, emergency prepardness and personal wellness.”

Form 990-ez, Part III, Line 31

“Providing services such as transportation, grocery shopping, pet assistance, minor home maintenance, socialactivities, educational programs, emergency prepardness and personal wellness.”

Raw XML Appendix145 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09495823120
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN CLEMENTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092674
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHASE METCALF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PETE ANTONIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt016923
IRS990EZ/OtherExpensesTotalAmt068816
IRS990EZ/OtherRevenueTotalAmt09700
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SAN CLEMENTE VILLAGE IS A VOLUNTEER DRIVEN WITH THE GOAL OF ALLOWING SENIORS TO THRIVE AND LIVE WELL IN THEIR HOMES. OUR MEMBERSHIP IS AGE 80+. WE ACCOMPLISH THIS GOAL BY PROVIDING SERVICES SUCH AS TRANSPORTATION, GROCERY SHOPPING, PET ASSISTANCE, MINOR HOME MAINTENANCE, SOCIAL ACTIVITIES, EDUCATIONAL PROGRAMS, EMERGENCY PREPARDNESS AND PERSONAL WELLNESS.
IRS990EZ/PrintingPublicationsPostageAmt08883
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0101890
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0211108
IRS990EZ/TotalProgramServiceExpensesAmt0211108
IRS990EZ/TotalRevenueAmt0189877
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SCVILLAGE.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0180177
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0151695
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0104595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0144546
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0684099
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTEREST 9,700 TOTAL 9,700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 40,468 OFFICE 3,151 INSURANCE 6,012 ADMINISTRATIVE COSTS 19,185 TOTAL 68,816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCRUED CONTRIBUTIONS 16,923
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SAN CLEMENTE VILLAGE IS A VOLUNTEER DRIVEN WITH THE GOAL OF ALLOWING SENIORS TO THRIVE AND LIVE WELL IN THEIR HOMES. OUR MEMBERSHIP IS AGE 80+. WE ACCOMPLISH THIS GOAL BY PROVIDING SERVICES SUCH AS TRANSPORTATION, GROCERY SHOPPING, PET ASSISTANCE, MINOR HOME MAINTENANCE, SOCIAL ACTIVITIES, EDUCATIONAL PROGRAMS, EMERGENCY PREPARDNESS AND PERSONAL WELLNESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDING SERVICES SUCH AS TRANSPORTATION, GROCERY SHOPPING, PET ASSISTANCE, MINOR HOME MAINTENANCE, SOCIALACTIVITIES, EDUCATIONAL PROGRAMS, EMERGENCY PREPARDNESS AND PERSONAL WELLNESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN M WALRATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09493225110
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-02
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ReturnHeader/Filer/BusinessNameControlTxt0SANC
ReturnHeader/Filer/EIN0474007960
ReturnHeader/Filer/PhoneNum09495823120
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5761
ReturnHeader/Filer/USAddress/CityNm0SAN CLEMENTE
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ReturnHeader/Filer/USAddress/ZIPCd092673
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330886394
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027201 PUERTA REAL SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSION VIEJO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092691
ReturnHeader/PreparerPersonGrp/PhoneNum09495823120
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M WALRATH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-02T13:02:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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