Civic Intelligence

Pinole Area Senior Foundation

990 • Fiscal year 2018 • EIN 68-0287013

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 24, 2019

2500 Charles AvenuePinole, CA 94564

(510) 724-9800

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

77th percentile

21%

Higher net margin than 77% 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

59th percentile

7.1%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

19th percentile

-27%

Faster revenue growth than 19% of similar nonprofits.

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

Assets

Up

$128,622

Up $8,582 (+7.1%) from 2017

Net Assets

Up

$128,622

Up $8,582 (+7.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$40,576

Down $14,913 (-27%) from 2017

Expenses

Down

$31,994

Down $3,336 (-9.4%) from 2017

Net Income

Down

$8,582

Down $11,577 (-57%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $145,593Liabilities 2011: $0Net Assets 2011: $145,5932011Assets 2012: $164,063Liabilities 2012: $0Net Assets 2012: $164,0632012Assets 2013: $143,204Liabilities 2013: $0Net Assets 2013: $143,2042013Assets 2014: $116,613Liabilities 2014: $0Net Assets 2014: $116,6132014Assets 2015: $112,042Liabilities 2015: $0Net Assets 2015: $112,0422015Assets 2016: $99,881Liabilities 2016: $0Net Assets 2016: $99,8812016Assets 2017: $120,040Liabilities 2017: $0Net Assets 2017: $120,0402017Assets 2018: $128,622Liabilities 2018: $0Net Assets 2018: $128,6222018Assets 2019: $133,146Liabilities 2019: $0Net Assets 2019: $133,1462019Assets 2020: $128,135Liabilities 2020: $0Net Assets 2020: $128,1352020Assets 2021: $111,905Liabilities 2021: $02021

Highlighted filing

2018

Assets$128,622
Liabilities$0
Net Assets$128,622

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $46,0262011Expenses 2012: $69,2602012Revenue 2013: $55,464Expenses 2013: $76,323Net Income 2013: -$20,8592013Revenue 2014: $48,969Expenses 2014: $75,560Net Income 2014: -$26,5912014Revenue 2015: $49,737Expenses 2015: $54,308Net Income 2015: -$4,5712015Revenue 2016: $51,892Expenses 2016: $64,053Net Income 2016: -$12,1612016Revenue 2017: $55,489Expenses 2017: $35,330Net Income 2017: $20,1592017Revenue 2018: $40,576Expenses 2018: $31,994Net Income 2018: $8,5822018Revenue 2019: $58,372Expenses 2019: $53,848Net Income 2019: $4,5242019Revenue 2020: $15,859Expenses 2020: $20,870Net Income 2020: -$5,0112020Revenue 2021: $1,000Expenses 2021: $17,230Net Income 2021: -$16,2302021

Highlighted filing

2018

Revenue$40,576
Expenses$31,994
Net Income$8,582
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 24, 2019
Return Version
2018v3.1
Gross Receipts
$249,752
Mission and Program Overview

Mission

Support of the city of pinole california senior citizen center and it's 1400 members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$120,040$128,622▲ $8,582
Savings and Temporary Cash Investments$69,585$69,700▲ $115
Cash and Non-Interest-Bearing Accounts$50,455$58,922▲ $8,467
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$120,040$128,622▲ $8,582
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$120,040$128,622▲ $8,582
Total Liabilities and Net Assets / Fund Balance$120,040$128,622▲ $8,582
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ellen TurnerDirector
Reyn PartridgeDirector
Victoria Casias WatsonDirector
Melanie NortonPsc Director
Kristina SantoyoCoordinator
Lorraine RegierTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,097
Program Service Revenue
$700
Investment Income
$44
Other Revenue
$36,735
All Other Contributions
$3,097
Change in Net Assets
$8,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,890
Salaries, Compensation, and Employee Benefits$14,104
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,786--$11,786
Insurance-$7,625-$7,625
Travel$4,678--$4,678
Occupancy$2,500--$2,500
Payroll Taxes$2,318--$2,318
Fees for Services Accounting-$680-$680
Information Technology-$489-$489
Office Expenses$126--$126
Other Expenses$1,737$55-$55
Total Functional Expenses$23,145$8,849$0$31,994
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$242,001
Gaming Direct Expenses$206,954
Fundraising Gross Income$3,910
Fundraising Direct Expenses$2,222
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
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
No
Backup withholding compliance
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address

Board members are normally not available at the Foundations headquarters. They may be contacted as follows:Ren Partridge130 O'Neil Cr.Hercules,CA. 94547Lorraine Regier2552 Moyers Rd.Richmond, CA. 94806Ellen Turner2314 Mahan WaySan Pablo, CA. 94806Victoria Watson849 Coral driveRodeo, CA 94572

Form 990, Part VI, Line 11B: Form 990 Review Process

Annual tax return is prepared by independent preparer from unaudited books prepared by the foundations treasurer. Return is presented to board memebers at monthly meeting and is available for review, before filing by board members and Pinole City officials upon request.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Form 990 available on-line at California Attorney Generals website under Charitable Organizations.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All foundation records are open for public viewing upon request. Said requests can usually be satisfied within a 5 day period.

Filing and Contact Details

Filer

Filer Name
Pinole Area Senior Foundation
EIN
68-0287013
Phone
5107249800
Address
2500 CHARLES AVENUE, PINOLE, CA 94564

Signing Officer

Name
Lorraine Regier
Title
Treasurer
Signed
2019-06-24
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
1
Volunteers
20

Preparer

Firm
Joseph C Olson EA
Address
1773 San Pablo Ave STE A-4, Pinole, CA 94564
Preparer
Joseph C Olson EA
Phone
5102235205
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION ACTS AS A CONDUIT THROUGH WHICH THE RESIDENTS OF THE PINOLE AREA CAN CONTRIBUTE TO THE PINOLE SENIOR CENTER MAINTAINING FACILITIES AND SERVICES FOR PINOLE AREA SENIOR CITIZENS.IT IS THE INTENT OF THE ORGANIZATION TO ENHANCE THE QUALITY OF LIFE OF PINOLE AREA SENIORS AND TO BENEFIT THEIR CHARITABLE AND EDUCATIONAL NEEDS. THE ORGANIZATION IS COMMITTED TO PROVIDE RESOURCES TO SUPPORT THE OPERATION AND GROWTH OF THE CITY OF PINOLE'S SENIOR CENTER BY APPLYING FOR GRANTS, SOLICITING DONATIONS, ENDOWMENTS AND SPONSORING OTHER FUND RAISING PROJECTS.THE PRIMARY OBJECTIVES AND PURPOSES ARE:A. TO PROVIDE PROGRAMS FOR THE SUPPORT AND ADVANCEMENT OF THE PINOLE SENIOR CENTER.B. PROVIDE SENIORS THE OPPORTUNITY TO PARTICIPATE IN COMMUNITY SERVICES.C. PROVIDE FUNDS FOR SPECIAL EVENTSD. PROVIDE SUPPORT FOR PINOLE AREA PROGRAMS NOT BEING MET FOR SENIORS.
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03097
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07929
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019451
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt074
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt061
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt039
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0246611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0260463
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0246569
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0243826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0221621
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01219090
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt039
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0240
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt01238541
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0249708
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0263818
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0246569
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0251755
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0226691
IRS990ScheduleA/Total509Grp/TotalAmt01238541
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0249752
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0263892
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0246591
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0251816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0226730
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01238781
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0true
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/DistributedAmt028145
IRS990ScheduleG/GamingInformationGrp/CashPrizesBingoAmt0107225
IRS990ScheduleG/GamingInformationGrp/CashPrizesPullTabsAmt084248
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt0191473
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt0206954
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt0135213
IRS990ScheduleG/GamingInformationGrp/GrossRevenuePullTabsAmt0106788
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0242001
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt035047
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt012281
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt012281
IRS990ScheduleG/GamingInformationGrp/RentFacilityCostsBingoAmt03200
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt03200
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoPct01.00000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsPct01.00000
IRS990ScheduleG/GamingManagerIsDirectorOfcrInd0X
IRS990ScheduleG/GamingManagerPersonNm0LORRAINE REGIER
IRS990ScheduleG/GamingManagerServicesProvTxt0OVERSIGHT AND ACCOUNTING
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0LORRAINE REGIER
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt02552 MOYERS RD
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0RICHMOND
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd094806
IRS990ScheduleG/StatesWhereGamingConductedCd0CA
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0CA $28145
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Line 17b - Distributions Required Under State Law
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board members are normally not available at the Foundations headquarters. They may be contacted as follows:Ren Partridge130 O'Neil Cr.Hercules,CA. 94547Lorraine Regier2552 Moyers Rd.Richmond, CA. 94806Ellen Turner2314 Mahan WaySan Pablo, CA. 94806Victoria Watson849 Coral driveRodeo, CA 94572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annual tax return is prepared by independent preparer from unaudited books prepared by the foundations treasurer. Return is presented to board memebers at monthly meeting and is available for review, before filing by board members and Pinole City officials upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 available on-line at California Attorney Generals website under Charitable Organizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All foundation records are open for public viewing upon request. Said requests can usually be satisfied within a 5 day period.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CITY OF PINOLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946000394
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0TITLE 26 SEC115
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CITY GOVERNMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02131 PEAR STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PINOLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094564
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false

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