Civic Intelligence

Senior Coastsiders Inc.

990 • Fiscal year 2022 • EIN 94-3119310

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 17, 2023

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

24th percentile

0.02x

Higher debt load relative to assets than 24% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

27th percentile

0.06x

Higher debt load relative to revenue than 27% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

76th percentile

26%

Higher net margin than 76% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

48th percentile

0.1%

Faster asset growth than 48% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

46%

Faster revenue growth than 83% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Up

$5,258,413

Up $4,549 (+0.1%) from 2021

Net Assets

Up

$5,162,704

Up $79,281 (+1.6%) from 2021

Liabilities

Down

$95,709

Down $74,732 (-44%) from 2021

Revenue

Up

$1,717,987

Up $540,535 (+46%) from 2021

Expenses

Up

$1,268,280

Up $229,673 (+22%) from 2021

Net Income

Up

$449,707

Up $310,862 (+224%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$5,258,413
Liabilities$95,709
Net Assets$5,162,704

Operations Trend

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

2022

Revenue$1,717,987
Expenses$1,268,280
Net Income$449,707
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 17, 2023
Return Version
2021v4.0
Gross Receipts
$1,735,499
Mission and Program Overview

Mission

To offer opportunities that support successful aging

Senior coastsiders provides opportunities, support, and resources for older adults living on the san mateo county coast. We celebrate the value of seniors and act as a community resource for information, caregiver support, and innovative approaches to successful aging

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,585,223$2,876,475▲ $291,252
Land, Buildings, and Equipment, Net$957,161$922,569▼ $34,592
Accounts Receivable$310,659$213,889▼ $96,770
Cash and Non-Interest-Bearing Accounts$268,549$138,910▼ $129,639
Investments Other Securities$13,892--
Prepaid Expenses and Deferred Charges$2,029$2,375▲ $346
Total Assets$5,253,864$5,258,413▲ $4,549
Other Assets Total$1,116,351$1,104,195▼ $12,156
Liabilities
Other Liabilities$107,700--
Accounts Payable and Accrued Expenses$62,741$95,709▲ $32,968
Total Liabilities$170,441$95,709▼ $74,732
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,647,736$3,683,517▲ $35,781
Net Assets With Donor Restrictions$1,435,687$1,479,187▲ $43,500
Total Net Assets Fund Balance$5,083,423$5,162,704▲ $79,281
Total Liabilities and Net Assets / Fund Balance$5,253,864$5,258,413▲ $4,549

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$922,569$577,679$1,500,248
Other Assets Org$1,104,195--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,435,687$10,500--$1,446,187
2020$1,435,687---$1,435,687
2019$1,435,487$200--$1,435,687
2018$1,335,487$100,000--$1,435,487
2017$262,862$1,072,625--$1,335,487
Compensation and Service Providers

Board Members and Trustees

NameTitle
Constance SantilliPresident
Angela NiemannBoard Member
Lisa LopezBoard Member
Nancy SternBoard Member
Robert ZadekBoard Member
Robin KirbyBoard Member
Steve KikuchiBoard Member
Sandra WinterExecutive Di
David DicksonSecretary
Charmion DoneganTreasurer
Jill JacobsonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,477,963
Program Service Revenue
$115,716
Investment Income
$91,229
Other Revenue
$33,079
All Other Contributions
$856,890
Change in Net Assets
$449,707

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Food Inventory1$41,644
Total Noncash Contributions1$41,644

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,717,987
Total Revenue per Audited Statements
$1,717,987
Total Revenue per Form 990
$1,717,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$683,288
Other Expenses$584,992
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$485,109$99,360-$584,469
Fees for Services Other$54,953$3,577-$58,530
Other Employee Benefits$44,686$9,152-$53,838
All Other Expenses$45,757$7,243-$53,000
Other Expenses$51,438$10,855-$51,438
Depreciation Depletion$44,936$2,925-$47,861
Advertising$10,375$37,403-$47,778
Payroll Taxes$37,334$7,647-$44,981
Occupancy$32,801$3,546-$36,347
Office Expenses$20,550$4,760-$25,310
Insurance$14,973$975-$15,948
Travel$4,129$264-$4,393
Total Functional Expenses$1,080,573$187,707$0$1,268,280

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,268,280
Total Expenses per Audited Statements$1,268,280
Total Expenses per Form 990$1,268,280
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,671
Fundraising Direct Expenses$17,512
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$38,671$38,671$17,512$21,159
Total Events$38,671$38,671$17,512$21,159
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 35% controlled entity
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
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
2023-07-17
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
10
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 - ORGANIZATION'S MISSION

Senior coastsiders provides opportunities, support, and resources for older adults living on the san mateo county coast. We celebrate the value of seniors and act as a community resource for information, caregiver support, and innovative approaches to successful aging

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 belive 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 2021 and 2022, 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.

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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PREPAID RENT
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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 BELIVE 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 2021 AND 2022, 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SENIOR COASTSIDERS PROVIDES OPPORTUNITIES, SUPPORT, AND RESOURCES FOR OLDER ADULTS LIVING ON THE SAN MATEO COUNTY COAST. WE CELEBRATE THE VALUE OF SENIORS AND ACT AS A COMMUNITY RESOURCE FOR INFORMATION, CAREGIVER SUPPORT, AND INNOVATIVE APPROACHES TO SUCCESSFUL AGING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PERSONNEL COMMITTEE OF THE BOARD REVIEWS THE EXECUTIVE DIRECTOR'S SALARY, THEN REVIEW OTHER SIMILAR POSITIONS IN THE AREA TO DETERMINE THE SALARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990/TaxExemptBondsInd0false

Document Assets

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Filings

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