Liabilities / Assets
70th percentile
Higher debt load relative to assets than 70% of similar nonprofits.
Sierra Oaks Senior Citizens Association
EIN 77-0126851 • 501(c)3 • Tollhouse, CA
Profile
Contract provider under older americans act - title iii funds passed through the fresno madera area agency on aging and the operation of a senior center for information and recreation.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.02x
Liabilities / Revenue
80th percentile
Higher debt load relative to revenue than 80% of similar nonprofits.
Net Margin
39th percentile
Higher net margin than 39% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
51st percentile
Faster asset growth than 51% of similar nonprofits.
Revenue Growth
26th percentile
Faster revenue growth than 26% of similar nonprofits.
Balance Sheet
Assets
Down$69,506
Down $643 (-0.9%) from 2022
Liabilities
Flat$1,375
Flat from 2022
Net Assets
Down$68,131
Down $643 (-0.9%) from 2022
Revenue
Down$21,878
Down $10,354 (-32%) from 2022
Expenses
Down$22,521
Down $701 (-3.0%) from 2022
Net Income
Down-$643
Down $9,653 (-107%) from 2022
Trend Graphs
Filings
Most recent year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $69,506
- Liabilities
- $1,375
- Net assets
- $68,131
- Revenue
- $21,878
- Expenses
- $22,521
- Net income
- -$643
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- Feb 22, 2024
- Return Version
- 2022v5.0
- Gross Receipts
- $21,878
Mission and Program Overview
Mission
Support services to the elderly
Contract provider under older americans act - title iii funds passed through the fresno madera area agency on aging and the operation of a senior center for information and recreation.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SENIOR CENTER FOR INFORMATIONAL AND RECREATIONAL PURPOSES. | - | $21,873 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CRIS LOYD | Director | PT | $0 | - | - |
| MARY G MARSHALL | Director | PT | $0 | - | - |
| RUTH LONG | Director | PT | $0 | - | - |
| PATRICIA GALLEGOS | President | PT | $0 | - | - |
| CHARLIE VAUGHN | Vice President | PT | $0 | - | - |
| SHERRI FOSSE | Secretary | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Sierra Oaks Senior Citizens Association
- EIN
- 77-0126851
- Phone
- 5598553300
- Address
- 33276 LODGE ROAD, TOLLHOUSE, CA 93667
Signing Officer
- Name
- Patricia Gallegos
- Title
- President
- Signed
- 2024-02-22
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Lisbeth B Bundli CPA
- Address
- 36224 Cressman Rd, Shaver Lake, CA 93664-9723
- Preparer
- Lisbeth Bundli
- Phone
- 5598418900
Supplemental Narrative
Additional Explanations
Other Expenses.1002
“Office Expenses $1920”
Other Expenses.1009
“Depreciation $648”
Other Expenses.1012
“Insurance $3739”
Other Expenses.1
“UTILITIES $7559”
Other Expenses.2
“CONTRACTED SERVIES $5567”
Other Expenses.3
“CENTER EXPENSES $1746”
Other Expenses.4
“PROFESSIONAL FEES $760”
Other Expenses.5
“FUNDRAISING $240”
Other Expenses.6
“EDD $203”
Other Expenses.7
“BANK FEES $89”
Other Expenses.8
“TRAINING $50”
Other Assets.1003
“Machinery and Equipment - Beginning $10421 Machinery and Equipment - Ending $13011”
Other Assets.1005
“Accounts Receivable - Beginning $699 Accounts Receivable - Ending $0”
Other Assets.1
“COOKBOOKS - Beginning $30 COOKBOOKS - Ending $30”
Total Liabilities.1
“PAYROLL LIABILTIES - Beginning $725 PAYROLL LIABILTIES - Ending $725”
Total Liabilities.2
“1723 MINISTRIES - Beginning $650 1723 MINISTRIES - Ending $650”
Raw XML Appendix176 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.
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| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -643 |
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| IRS990EZ/Form1120PolFiledInd | 0 | false |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 69506 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
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| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 68774 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 68131 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 68774 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 68131 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Secretary |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 11150 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 13041 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 22521 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | CONTRACT PROVIDER UNDER OLDER AMERICANS ACT - TITLE III FUNDS PASSED THROUGH THE FRESNO MADERA AREA AGENCY ON AGING AND THE OPERATION OF A SENIOR CENTER FOR INFORMATION AND RECREATION. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 9207 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SENIOR CENTER FOR INFORMATIONAL AND RECREATIONAL PURPOSES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 21873 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1375 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1375 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 22521 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 21873 |
| IRS990EZ/TotalRevenueAmt | 0 | 21878 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 12671 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 13921 |
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| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 45291 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 45291 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 12671 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 13921 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 18699 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 45291 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 45291 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Office Expenses $1920 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Depreciation $648 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Insurance $3739 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | UTILITIES $7559 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | CONTRACTED SERVIES $5567 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | CENTER EXPENSES $1746 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | PROFESSIONAL FEES $760 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | FUNDRAISING $240 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | EDD $203 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | BANK FEES $89 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | TRAINING $50 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Machinery and Equipment - Beginning $10421 Machinery and Equipment - Ending $13011 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Accounts Receivable - Beginning $699 Accounts Receivable - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | COOKBOOKS - Beginning $30 COOKBOOKS - Ending $30 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | PAYROLL LIABILTIES - Beginning $725 PAYROLL LIABILTIES - Ending $725 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | 1723 MINISTRIES - Beginning $650 1723 MINISTRIES - Ending $650 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1009 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Assets.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Other Assets.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Total Liabilities.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Total Liabilities.2 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | PATRICIA GALLEGOS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-02-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SIERRA OAKS SENIOR CITIZENS ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SIER |
| ReturnHeader/Filer/EIN | 0 | 770126851 |
| ReturnHeader/Filer/PhoneNum | 0 | 5598553300 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 33276 LODGE ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | TOLLHOUSE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93667 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 844346493 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Lisbeth B Bundli CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 36224 Cressman Rd |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Shaver Lake |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 936649723 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5598418900 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LISBETH BUNDLI |
| ReturnHeader/ReturnTs | 0 | 2024-02-22T09:25:28-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | PATRICIA |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | GALLEGOS |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.