Civic Intelligence

San Clemente Village

990EZ • Fiscal year 2020 • EIN 47-4007960

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 01, 2021

Organization ProfileSCVILLAGE.ORG
PO Box 5761San Clemente, CA 92673

(949) 582-3120

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

34th percentile

-3.9%

Higher net margin than 34% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-2.6%

Faster asset growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-26%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$229,780

Down $6,028 (-2.6%) from 2019

Net Assets

Down

$229,780

Down $6,028 (-2.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin34th percentile

Revenue

Down

$104,136

Down $37,191 (-26%) from 2019

Expenses

Down

$108,230

Down $212 (-0.2%) from 2019

Net Income

Down

-$4,094

Down $36,979 (-112%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$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

2020

Assets$229,780
Liabilities$0
Net Assets$229,780
Open 2020 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$104,136
Expenses$108,230
Net Income-$4,094
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.0
Gross Receipts
$104,136
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.-$108,230
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 Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN M WALRATHTreasurer-$0--
CHERYL MCDOWELLPresident-$0--
CHASE METCALFSecretary-$0--
JULIE SCHOENVice Preside-$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
2021-11-01

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 16

“Expenses insurance 5,450 development expenses 3,148 administrative costs 3,170 total 11,768”

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 Appendix143 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0STEPHEN M WALRATH
CompensationExplanation/CompensationExplanationGrp/PersonNm1CHERYL MCDOWELL
CompensationExplanation/CompensationExplanationGrp/PersonNm2CHASE METCALF
CompensationExplanation/CompensationExplanationGrp/PersonNm3JULIE SCHOEN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt011804
IRS990EZ/BooksInCareOfDetail/PersonNm0STEPHEN M WALRATH
IRS990EZ/BooksInCareOfDetail/PhoneNum09495823120
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5761
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN CLEMENTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092674
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0233874
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0229780
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0103086
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4094
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01212
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0233874
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0229780
IRS990EZ/GrossReceiptsAmt0104136
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01050
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0233874
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0233874
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHEN M WALRATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHERYL MCDOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHASE METCALF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE SCHOEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011768
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING SERVICES SUCH AS TRANSPORTATION, GROCERY SHOPPING, PET ASSISTANCE, MINOR HOME MAINTENANCE, SOCIALACTIVITIES, EDUCATIONAL PROGRAMS, EMERGENCY PREPARDNESS AND PERSONAL WELLNESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDING SERVICES SUCH AS TRANSPORTATION, GROCERY SHOPPING, PET ASSISTANCE, MINOR HOME MAINTENANCE, SOCIALACTIVITIES, EDUCATIONAL PROGRAMS, EMERGENCY PREPARDNESS AND PERSONAL WELLNESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0108230
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt083446
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0108230
IRS990EZ/TotalProgramServiceExpensesAmt0108230
IRS990EZ/TotalRevenueAmt0104136
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SCVILLAGE.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0103086
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0120662
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt066529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt052281
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt069039
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0411597
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt033700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt055415
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0467012
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0104136
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0141327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0100229
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052281
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069039
IRS990ScheduleA/Total509Grp/TotalAmt0467012
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0104136
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0141327
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0100229
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052281
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069039
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0467012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 5,450 DEVELOPMENT EXPENSES 3,148 ADMINISTRATIVE COSTS 3,170 TOTAL 11,768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SAN 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/ExplanationTxt2PROVIDING 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN M WALRATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09493225110
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN CLEMENTE VILLAGE
ReturnHeader/Filer/BusinessNameControlTxt0SANC
ReturnHeader/Filer/EIN0474007960
ReturnHeader/Filer/PhoneNum09495823120
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5761
ReturnHeader/Filer/USAddress/CityNm0SAN CLEMENTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092673
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTINGATOZCOM INC
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/PreparationDt02021-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M WALRATH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-01T12:32:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALRATH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$229,780
Liabilities
$0
Net assets
$229,780
Revenue
$104,136
Expenses
$108,230
Net income
-$4,094
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