Civic Intelligence

Senior Coastsiders Inc.

990 • Fiscal year 2019 • EIN 94-3119310

Jul 01, 2018 to Jun 30, 2019 • Filed on May 05, 2020

Organization ProfileWWW.SENIORCOASTSIDERS.ORG
925 Main StreetHalf Moon Bay, CA 94019

(650) 726-9056

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

35th percentile

0.04x

Higher debt load relative to revenue than 35% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

79th percentile

$130,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-24%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$4,518,809

Up $488,452 (+12%) from 2018

Net Assets

Up

$4,463,042

Up $485,910 (+12%) from 2018

Liabilities

Up

$55,767

Up $2,542 (+4.8%) from 2018

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin86th percentile

Revenue

Down

$1,466,167

Down $459,400 (-24%) from 2018

Expenses

Down

$974,037

Down $41,073 (-4.0%) from 2018

Net Income

Down

$492,130

Down $418,327 (-46%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,533,642Liabilities 2011: $251,381Net Assets 2011: $1,282,2612011Assets 2012: $2,412,348Liabilities 2012: $262,371Net Assets 2012: $2,149,9772012Assets 2013: $2,884,537Liabilities 2013: $55,069Net Assets 2013: $2,829,4682013Assets 2014: $3,353,390Liabilities 2014: $52,445Net Assets 2014: $3,300,9452014Assets 2015: $3,408,258Liabilities 2015: $68,776Net Assets 2015: $3,339,4822015Assets 2016: $3,170,411Liabilities 2016: $84,275Net Assets 2016: $3,086,1362016Assets 2017: $3,115,225Liabilities 2017: $67,278Net Assets 2017: $3,047,9472017Assets 2018: $4,030,357Liabilities 2018: $53,225Net Assets 2018: $3,977,1322018Assets 2019: $4,518,809Liabilities 2019: $55,767Net Assets 2019: $4,463,0422019Assets 2020: $4,632,290Liabilities 2020: $165,341Net Assets 2020: $4,466,9492020Assets 2021: $5,253,864Liabilities 2021: $170,441Net Assets 2021: $5,083,4232021Assets 2022: $5,258,413Liabilities 2022: $95,709Net Assets 2022: $5,162,7042022Assets 2023: $5,618,956Liabilities 2023: $108,281Net Assets 2023: $5,510,6752023Assets 2024: $5,858,513Liabilities 2024: $92,557Net Assets 2024: $5,765,9562024

Highlighted filing

2019

Assets$4,518,809
Liabilities$55,767
Net Assets$4,463,042
Open 2019 Filing

Operations Trend

Revenue Growth12th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $646,781Expenses 2011: $685,720Net Income 2011: -$38,9392011Expenses 2012: $724,4942012Expenses 2013: $819,2782013Revenue 2014: $1,259,652Expenses 2014: $841,838Net Income 2014: $417,8142014Revenue 2015: $886,331Expenses 2015: $857,567Net Income 2015: $28,7642015Revenue 2016: $744,078Expenses 2016: $993,008Net Income 2016: -$248,9302016Revenue 2017: $804,676Expenses 2017: $888,686Net Income 2017: -$84,0102017Revenue 2018: $1,925,567Expenses 2018: $1,015,110Net Income 2018: $910,4572018Revenue 2019: $1,466,167Expenses 2019: $974,037Net Income 2019: $492,1302019Revenue 2020: $991,916Expenses 2020: $992,936Net Income 2020: -$1,0202020Revenue 2021: $1,177,452Expenses 2021: $1,038,607Net Income 2021: $138,8452021Revenue 2022: $1,717,987Expenses 2022: $1,268,280Net Income 2022: $449,7072022Revenue 2023: $1,567,086Expenses 2023: $1,372,831Net Income 2023: $194,2552023Revenue 2024: $1,627,000Expenses 2024: $1,606,700Net Income 2024: $20,3002024

Highlighted filing

2019

Revenue$1,466,167
Expenses$974,037
Net Income$492,130
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 5, 2020
Return Version
2018v3.2
Gross Receipts
$1,673,812
Mission and Program Overview

Mission

To offer opportunities that support successful aging

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,279,301$1,893,185▲ $613,884
Land, Buildings, and Equipment, Net$1,146,124$1,072,324▼ $73,800
Accounts Receivable$326,386$288,561▼ $37,825
Cash and Non-Interest-Bearing Accounts$108,873$111,830▲ $2,957
Investments Other Securities$10,869$10,900▲ $31
Inventories for Sale or Use$5,464--
Total Assets$4,030,357$4,518,809▲ $488,452
Other Assets Total$1,153,340$1,142,009▼ $11,331
Liabilities
Accounts Payable and Accrued Expenses$53,225$55,767▲ $2,542
Total Liabilities$53,225$55,767▲ $2,542
Net Assets / Fund Balance
Unrestricted Net Assets$2,641,645$3,027,555▲ $385,910
Permanently Rstr Net Assets$1,335,487$1,435,487▲ $100,000
Total Net Assets Fund Balance$3,977,132$4,463,042▲ $485,910
Total Liabilities and Net Assets / Fund Balance$4,030,357$4,518,809▲ $488,452

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,072,324$388,813$1,461,137
Other Assets Org$1,142,009--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,335,487$100,000--$1,435,487
2017$262,862$1,072,625--$1,335,487
2016$262,862---$262,862
2015$262,862---$262,862
2014$262,862---$262,862
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Cara SchmaljohnExecutive DiFT$130,000$130,000
Cara SchmaljohnExecutive Director-$130,000$130,000

Board Members and Trustees

NameTitle
Carol JoycePresident
Angela NiemannBoard Member
Bob SaleraBoard Member
Charmion DoneganBoard Member
Nancy SternBoard Member
Robert ZadekBoard Member
Robin KirbyBoard Member
Warren BarmoreBoard Member
Sandra WinterExecutive Di
Jill JacobsonSecretary
Susan KealeyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,199,805
Program Service Revenue
$158,435
Investment Income
$52,556
Other Revenue
$55,371
All Other Contributions
$934,560
Change in Net Assets
$492,130

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,466,167
Total Revenue per Audited Statements
$1,466,167
Total Revenue per Form 990
$1,466,167
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$586,897
Other Expenses$387,140
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$332,357$16,386-$348,743
Comp Disqual Persons$65,000$65,000-$130,000
Depreciation Depletion$69,291$4,510-$73,801
Other Employee Benefits$57,698$11,818-$69,516
Occupancy$55,780$5,041-$60,821
All Other Expenses$45,518$2,072-$47,590
Payroll Taxes$32,070$6,568-$38,638
Fees for Services Other$8,775$22,566-$31,341
Office Expenses$20,249$3,642-$23,891
Other Expenses$21,419$603-$22,022
Insurance$15,421$1,004-$16,425
Advertising$5,645--$5,645
Travel$1,862$80-$1,942
Total Functional Expenses$833,492$140,545$0$974,037

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$974,037
Total Expenses per Audited Statements$974,037
Total Expenses per Form 990$974,037
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$53,430
Fundraising Direct Expenses$41,934
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$53,430$53,430$41,934$11,496
Total Events$53,430$53,430$41,934$11,496
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 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

Form 990, Page 6, Part VI, Line 11B

“The tax returns are prepared by an outside accounting firm. After completion of said returns, the organization is sent a client copy for review and all tax returns to be filed. Copies are made of the returns and distributed to those individuals charged with governance. Those individuals at that time can review and if applicable discuss any line items in the returns with the accountant who has prepared the return. If all items are found to be acceptable, the tax returns are signed, stamped with certified return receipts, and timely placed in the mail for filing.”

Form 990, Page 6, Part VI, Line 15A

“Personnel committee of the board reviews the executive director's salary, then review other similar positions in the area to determine the salary”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Senior Coastsiders Inc
EIN
94-3119310
Phone
6507269056
Address
925 MAIN STREET, HALF MOON BAY, CA 94019

Signing Officer

Name
Sandra Winter
Title
Executive Director
Phone
6507269056
Signed
2020-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandra Winter
Formed
1977
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
13
Volunteers
200,300

Preparer

Firm
Wheeler Accountants Llp
Address
1475 SARATOGA AVE STE 100, SAN JOSE, CA 95129-4951
Preparer
Michael J Bryant CPA
Phone
4082521800
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 3

“The thrift store was closed in december 2018.”

Form 990, Part XI, Line 9

“Distribution to village of coastsiders -68,084”

Financial Statement Notes

Schedule D, Page 3, Part X

“In accordance with gaap, an organization must recognize the tax benefit associated with any tax positions taken for tax return purposes when it is more likely than not the position will be sustained. The organization does not believe there are any material uncertain tax positions and accordingly, will not recognize any liability or benefit for unrecognized tax positions. For the years ended june 2019 and 2018, there was no tax related interest or penalties recorded or included in the financial statements. The organization is subject to potential examination by taxing authorities for income tax returns filed in the u.s. Federal jurisdiction and the state of california. The tax years that remain subject to potential examination for the u.s. Federal jurisdiction are june 30, 2016 and forward. The state of california jurisdiction is subject to potential examination for fiscal tax years june 30, 2015 and forward.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH GAAP, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH ANY TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, WILL NOT RECOGNIZE ANY LIABILITY OR BENEFIT FOR UNRECOGNIZED TAX POSITIONS. FOR THE YEARS ENDED JUNE 2019 AND 2018, THERE WAS NO TAX RELATED INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO POTENTIAL EXAMINATION BY TAXING AUTHORITIES FOR INCOME TAX RETURNS FILED IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. THE TAX YEARS THAT REMAIN SUBJECT TO POTENTIAL EXAMINATION FOR THE U.S. FEDERAL JURISDICTION ARE JUNE 30, 2016 AND FORWARD. THE STATE OF CALIFORNIA JURISDICTION IS SUBJECT TO POTENTIAL EXAMINATION FOR FISCAL TAX YEARS JUNE 30, 2015 AND FORWARD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,518,809
Liabilities
$55,767
Net assets
$4,463,042
Revenue
$1,466,167
Expenses
$974,037
Net income
$492,130
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.86$0.09$5.77$1.63$1.61$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.62$0.11$5.51$1.57$1.37$0.19
2022Detailed filing. Detailed filing data is available for this year.$5.26$0.10$5.16$1.72$1.27$0.45
2021Detailed filing. Detailed filing data is available for this year.$5.25$0.17$5.08$1.18$1.04$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.63$0.17$4.47$0.99$0.99$0.00
2019Detailed filing. Detailed filing data is available for this year.$4.52$0.06$4.46$1.47$0.97$0.49
2018Detailed filing. Detailed filing data is available for this year.$4.03$0.05$3.98$1.93$1.02$0.91
2017Detailed filing. Detailed filing data is available for this year.$3.12$0.07$3.05$0.80$0.89$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.17$0.08$3.09$0.74$0.99$0.25
2015Detailed filing. Detailed filing data is available for this year.$3.41$0.07$3.34$0.89$0.86$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.35$0.05$3.30$1.26$0.84$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.06$2.83$0.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$0.26$2.15$0.72
2011Summary only. Only limited summary data is available for this year.$1.53$0.25$1.28$0.65$0.69$0.04