Civic Intelligence

Menifee Sun City Concern Inc

990 • Fiscal year 2016 • EIN 95-2911565

Jul 01, 2015 to Jun 30, 2016 • Filed on Jun 09, 2017

26830 Cherry Hills BlvdMenifee, CA 92585

(951) 679-2374

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

79th percentile

$9,600

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$34,923

Up $34,923 from 2015

Net Assets

Up

$34,923

Up $34,923 from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$123,639

Up $46,633 (+61%) from 2015

Expenses

Up

$88,717

Up $11,348 (+15%) from 2015

Net Income

Up

$34,922

Up $35,285 (+9720%) from 2015

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0-$10KAssets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $34,923Liabilities 2016: $0Net Assets 2016: $34,9232016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $335Liabilities 2018: $0Net Assets 2018: $3352018Assets 2019: -$355Liabilities 2019: $0Net Assets 2019: -$3552019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$34,923
Liabilities$0
Net Assets$34,923

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $77,006Expenses 2015: $77,369Net Income 2015: -$3632015Revenue 2016: $123,639Expenses 2016: $88,717Net Income 2016: $34,9222016Revenue 2017: $3,032Expenses 2017: $36,657Net Income 2017: -$33,6252017Revenue 2018: $26,610Expenses 2018: $29,275Net Income 2018: -$2,6652018Revenue 2019: $6,022Expenses 2019: $19,712Net Income 2019: -$13,6902019Revenue 2020: $27,471Expenses 2020: $27,888Net Income 2020: -$4172020

Highlighted filing

2016

Revenue$123,639
Expenses$88,717
Net Income$34,922
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jun 9, 2017
Return Version
2015v3.0
Gross Receipts
$123,639
Mission and Program Overview

Mission

Senior Community Assistance. To bring assistance to the senior community through the implementation elderly home care assistance, phone tree, and other services to seniors.

Elderly assistance program

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$34,923-
Rtn Earn Endowment Incm Other Fnds-$34,923-
Total Assets$0$34,923▲ $34,923
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$34,923▲ $34,923
Total Liabilities and Net Assets / Fund Balance$0$34,923▲ $34,923
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Timothy BurdOffice ManagerPT$9,600$9,600
Silvia BracamoOutside ContraPT$8,500$8,500
Revenue and Support

Revenue Composition

Contributions and Grants
$123,528
Program Service Revenue
$0
Investment Income
$111
Other Revenue
$0
Change in Net Assets
$34,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,717
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$36,720-$36,720
All Other Expenses$6,901$1,954-$8,855
Office Expenses-$7,039-$7,039
Other Expenses---$6,100
Insurance-$3,885-$3,885
Fees for Services Accounting-$3,400-$3,400
Fees for Services Legal-$537-$537
Conferences and Meetings-$320-$320
Advertising-$87-$87
Total Functional Expenses$18,931$69,786$0$88,717
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
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

Part VI Line 11B

A copy of the 990 is given to the voting board members for review during the board meeting. Once the 990 is reviewed and approved, approval to file the return is given to the tax preparer and the original copy is signed by board member

Filing and Contact Details

Filer

Filer Name
Menifee Sun City Concern
EIN
95-2911565
Phone
9516792374
Address
26830 CHERRY HILLS BLVD, MENIFEE, CA 92585

Signing Officer

Name
Silvia Bracamonte
Title
CEO
Signed
2017-06-09
Discuss with paid preparer
No

Organization Details

Principal Officer
Timothy E Burd
Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Firm
Jb Services
Address
31813 MISSION TRAIL, LAKE ELSINORE, CA 92530
Preparer
Marian Illescas
Phone
9514713959
Raw XML Appendix250 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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI LINE 11B
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ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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