Civic Intelligence

Menifee Sun City Concern Inc

990 • Fiscal year 2018 • EIN 95-2911565

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 27, 2020

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

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

24th percentile

-10%

Higher net margin than 24% 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

Score unavailable

No value available

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

Annualized from 2017 to 2018

Revenue Growth

99th percentile

778%

Faster revenue growth than 99% of similar nonprofits.

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

Assets

Up

$335

Up $335 from 2017

Net Assets

Up

$335

Up $335 from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$26,610

Up $23,578 (+778%) from 2017

Expenses

Down

$29,275

Down $7,382 (-20%) from 2017

Net Income

Up

-$2,665

Up $30,960 (+92%) from 2017

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

2018

Assets$335
Liabilities$0
Net Assets$335

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

2018

Revenue$26,610
Expenses$29,275
Net Income-$2,665
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 27, 2020
Return Version
2017v2.2
Gross Receipts
$26,610
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Receivables From Officers Etc-$3,000-
Rtn Earn Endowment Incm Other Fnds-$335-
Cash and Non-Interest-Bearing Accounts-$-2,665-
Total Assets$0$335▲ $335
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$335▲ $335
Total Liabilities and Net Assets / Fund Balance$0$335▲ $335
Compensation and Service Providers

Board Members and Trustees

NameTitle
Silvia BracamonteDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$26,610
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$26,610
Change in Net Assets
$-2,665
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,008
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$24,142--$24,142
Benefits to Members$2,267--$2,267
Insurance$1,896--$1,896
Office Expenses$620--$620
Fees for Services Accounting$350--$350
Total Functional Expenses$29,275$0$0$29,275
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$3,000-
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

Form 990 governing body review Part VI line 11

a copy of the 990 was presented to the governing board for approval prior to filing and authorized director to sign

Governing documents etc available to public Part VI line 19

Records are available at the charitable organizations place of business.

Filing and Contact Details

Filer

Filer Name
Menifee Sun City Concern Inc
EIN
95-2911565
Address
26830 Cherry Hills Blvd, Menifee, CA 92585

Signing Officer

Name
Silvia Bracamonte
Title
Director
Phone
9516792374
Signed
2020-03-27
Discuss with paid preparer
No

Organization Details

Principal Officer
Silvia Bracamonte
Formed
1974
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Briseno Tax Service
Address
27851 Bradley Rd Ste 145, Sun City, CA 92586
Preparer
Maryann Briseno
Phone
9513840976
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

loan was received to be able to pay outstanding bills, reported on Schedule L

Raw XML Appendix258 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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IRS990/BooksInCareOfDetail/PhoneNum09516792374
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IRS990/Desc0Reassurance program - our volunteer staff contacts over 100 at risk and disabled seniors seven days a week to ascertain their mental and physical health. The volunteer staff inquires about any needs the senior may have such as the need for transportation, food, caregiver services, or relocation services. The organization will assist seniors in need with obtaining free transportation, paying for caregivers fees that senior is not able to pay for out of pocket. we continuously maintain contact with senior living at home to ensure they are not left unattended and if need assist senior with relocation to a safer environment based on their physical and mental necessities. we have successfully assisted seniors by paying their caregiver fees so that they are not left unattended. We have reunited seniors with their families. Assisted seniors with free bus passes and other forms of transportation.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
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IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt026610
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01896
IRS990/InsuranceGrp/TotalAmt01896
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0true
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt0335
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt024142
IRS990/OccupancyGrp/TotalAmt024142
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt03000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02424
IRS990/PYContributionsGrantsAmt03000
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IRS990/PYOtherExpensesAmt023707
IRS990/PYRevenuesLessExpensesAmt0-33341
IRS990/PYSalariesCompEmpBnftPaidAmt010210
IRS990/PYTotalExpensesAmt036341
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IRS990/QuidProQuoContributionsInd0false
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt03000
IRS990/ReconcilationRevenueExpnssAmt0-2665
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/RevenueAmt026610
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt026610
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0payment of bills
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt04100
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Silvia Bracamonte
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Director
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Records are available at the charitable organizations place of business.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2loan was received to be able to pay outstanding bills, reported on Schedule L
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Silvia Bracamonte
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09516792374
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Menifee Sun City Concern Inc
ReturnHeader/Filer/BusinessNameControlTxt0MENI
ReturnHeader/Filer/EIN0952911565
ReturnHeader/Filer/USAddress/AddressLine1Txt026830 Cherry Hills Blvd
ReturnHeader/Filer/USAddress/CityNm0Menifee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092585
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-04-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.89.214.24
ReturnHeader/FilingSecurityInformation/IPDt02020-04-07
ReturnHeader/FilingSecurityInformation/IPTm017:12:38
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Briseno Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027851 Bradley Rd Ste 145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sun City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092586
ReturnHeader/PreparerPersonGrp/PhoneNum09513840976
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Maryann Briseno
ReturnHeader/ReturnTs02020-04-07T17:10:37-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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