Civic Intelligence

Bristol Hospice Foundation of California

990 • Fiscal year 2019 • EIN 95-3334909

Jan 01, 2019 to Dec 31, 2019 • Filed on May 04, 2020

1227 Chester AveBakersfield, CA 93301

(661) 716-8000

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.04x

Higher debt load relative to assets than 52% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.10x

Higher debt load relative to revenue than 67% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

76th percentile

19%

Faster asset growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-11%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$629,296

Up $100,028 (+19%) from 2018

Net Assets

Up

$605,485

Up $76,217 (+14%) from 2018

Liabilities

Up

$23,811

Up $23,811 from 2018

Revenue

Down

$249,945

Down $31,322 (-11%) from 2018

Expenses

Up

$196,843

Up $633 (+0.3%) from 2018

Net Income

Down

$53,102

Down $31,955 (-38%) from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $321,111Liabilities 2011: $20,149Net Assets 2011: $300,9622011Assets 2012: $196,268Liabilities 2012: $27,609Net Assets 2012: $168,6582012Assets 2013: $173,947Liabilities 2013: $14,872Net Assets 2013: $159,0752013Assets 2014: $196,329Liabilities 2014: $822Net Assets 2014: $195,5072014Assets 2015: $288,922Liabilities 2015: $4,034Net Assets 2015: $284,8882015Assets 2016: $355,286Liabilities 2016: $1,501Net Assets 2016: $353,7852016Assets 2017: $471,228Liabilities 2017: $6,044Net Assets 2017: $465,1842017Assets 2018: $529,268Liabilities 2018: $0Net Assets 2018: $529,2682018Assets 2019: $629,296Liabilities 2019: $23,811Net Assets 2019: $605,4852019Assets 2020: $710,511Liabilities 2020: $3,879Net Assets 2020: $706,6322020Assets 2021: $776,005Liabilities 2021: $33,689Net Assets 2021: $742,3162021Assets 2022: $721,576Liabilities 2022: $4,985Net Assets 2022: $716,5912022Assets 2023: $710,034Liabilities 2023: $21,661Net Assets 2023: $688,3732023Assets 2024: $714,266Liabilities 2024: $2,146Net Assets 2024: $712,1202024

Highlighted filing

2019

Assets$629,296
Liabilities$23,811
Net Assets$605,485

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $180,719Expenses 2011: $199,858Net Income 2011: -$19,1392011Revenue 2012: $157,348Expenses 2012: $289,652Net Income 2012: -$132,3042012Revenue 2013: $182,766Expenses 2013: $192,349Net Income 2013: -$9,5832013Revenue 2014: $266,244Expenses 2014: $229,209Net Income 2014: $37,0352014Revenue 2015: $242,365Expenses 2015: $142,659Net Income 2015: $99,7062015Revenue 2016: $268,262Expenses 2016: $200,912Net Income 2016: $67,3502016Revenue 2017: $300,038Expenses 2017: $203,839Net Income 2017: $96,1992017Revenue 2018: $281,267Expenses 2018: $196,210Net Income 2018: $85,0572018Revenue 2019: $249,945Expenses 2019: $196,843Net Income 2019: $53,1022019Revenue 2020: $170,251Expenses 2020: $112,116Net Income 2020: $58,1352020Revenue 2021: $241,119Expenses 2021: $231,484Net Income 2021: $9,6352021Revenue 2022: $306,674Expenses 2022: $221,332Net Income 2022: $85,3422022Revenue 2023: $273,246Expenses 2023: $301,464Net Income 2023: -$28,2182023Revenue 2024: $222,712Expenses 2024: $198,965Net Income 2024: $23,7472024

Highlighted filing

2019

Revenue$249,945
Expenses$196,843
Net Income$53,102
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 4, 2020
Return Version
2019v5.0
Gross Receipts
$318,650
Mission and Program Overview

Mission

Medical care and support of terminally ill patients.

Medical care and support of terminally ill patients

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$338,637$404,818▲ $66,181
Investments in Publicly Traded Securities$184,791$224,478▲ $39,687
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$529,268$629,296▲ $100,028
Other Assets Total$5,840$0▼ $5,840
Liabilities
Accounts Payable and Accrued Expenses-$23,811-
Total Liabilities$0$23,811▲ $23,811
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$529,268$605,485▲ $76,217
Total Net Assets Fund Balance$529,268$605,485▲ $76,217
Total Liabilities and Net Assets / Fund Balance$529,268$629,296▲ $100,028
Compensation and Service Providers

Board Members and Trustees

NameTitle
Denise BoshersPresident
Cherie PayneVice President
Jesus SotoBoard Member
Kim Van De VenterBoard Member
Michelle CooperBoard Member
Scott PardueBoard Member
Suzi BeatyBoard Member
Theresa OlsonBoard Member
Jim LamarBoard Members
Kris SimpsonSecretary
Michael SaltzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$131,625
Program Service Revenue
$56,350
Investment Income
$21,440
Other Revenue
$40,530
Change in Net Assets
$53,102
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$140,151
Salaries, Compensation, and Employee Benefits$56,692
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,300$50,392-$56,692
Advertising$7,000$11,235-$18,235
All Other Expenses$3,559$7,253-$10,812
Other Expenses$156$10,419-$10,575
Insurance-$5,078-$5,078
Payment Travel Entrtnmnt Publicly Ofcl$1,679$2,559-$4,238
Fees for Service Investment Mgmnt Fees-$2,488-$2,488
Fees for Services Other-$1,942-$1,942
Office Expenses$588$909-$1,497
Total Functional Expenses$102,068$94,775$0$196,843
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$98,580
Fundraising Direct Expenses$58,050
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf$37,420$37,420$9,945$27,475
Light Up Life$33,059$33,059$21,734$11,325
Total Events$98,580$98,580$58,050$40,530
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 Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
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, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

SEE SCHEDULE O

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Optimal Hospice Foundation
EIN
95-3334909
Phone
6617168000
Address
1227 CHESTER AVE, BAKERSFIELD, CA 93301

Signing Officer

Name
Denise Boshers
Title
President
Signed
2020-05-04
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
20

Preparer

Firm
Williams Group CPA
Address
3559 Allen Rd Ste 107, Bakersfield, CA 93314-9243
Preparer
Darren Williams CPA
Phone
6615362005
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IRS990/OtherExpensesGrp/TotalAmt310575
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt050392
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06300
IRS990/OtherSalariesAndWagesGrp/TotalAmt056692
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0KIDS CAMP
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt056350
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt056350
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0162064
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt013723
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt02559
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt01679
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt04238
IRS990/PYOtherExpensesAmt0145922
IRS990/PYOtherRevenueAmt048862
IRS990/PYProgramServiceRevenueAmt056618
IRS990/PYRevenuesLessExpensesAmt085057
IRS990/PYSalariesCompEmpBnftPaidAmt050288
IRS990/PYTotalExpensesAmt0196210
IRS990/PYTotalRevenueAmt0281267
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt053102
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0131625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0162065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0174981
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0147715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0248067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0864453
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015202
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011668
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06741
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07608
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt062249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0131625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0162672
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0168336
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0157209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt068045
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0687887
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015202
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011668
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06741
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07608
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt062249
IRS990ScheduleA/InvestmentIncomeCYPct00.03860
IRS990ScheduleA/InvestmentIncomePYPct00.02930
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96140
IRS990ScheduleA/PublicSupportPY509Pct00.97070
IRS990ScheduleA/PublicSupportTotal509Amt01552340
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0263250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0324737
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0343317
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0304924
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0316112
IRS990ScheduleA/Total509Grp/TotalAmt01552340
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0284280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0339939
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0354985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0311665
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0323720
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01614589
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt058050
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LIGHT UP LIFE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03775
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0286
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04061
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt033059
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt028101
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt098580
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt033059
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt028101
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt098580
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040530
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01424
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0260
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt02385
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04069
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08481
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040160
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09945
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt021734
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt08000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0760
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09760
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE SCHEDULE O
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.14$0.02$7.12$2.23$1.99$0.24
2023Detailed filing. Detailed filing data is available for this year.$7.10$0.22$6.88$2.73$3.01$0.28
2022Detailed filing. Detailed filing data is available for this year.$7.22$0.05$7.17$3.07$2.21$0.85
2021Detailed filing. Detailed filing data is available for this year.$7.76$0.34$7.42$2.41$2.31$0.10
2020Detailed filing. Detailed filing data is available for this year.$7.11$0.04$7.07$1.70$1.12$0.58
2019Detailed filing. Detailed filing data is available for this year.$6.29$0.24$6.05$2.50$1.97$0.53
2018Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$2.81$1.96$0.85
2017Detailed filing. Detailed filing data is available for this year.$4.71$0.06$4.65$3.00$2.04$0.96
2016Detailed filing. Detailed filing data is available for this year.$3.55$0.02$3.54$2.68$2.01$0.67
2015Detailed filing. Detailed filing data is available for this year.$2.89$0.04$2.85$2.42$1.43$1.00
2014Detailed filing. Detailed filing data is available for this year.$1.96$0.01$1.96$2.66$2.29$0.37
2013Detailed filing. Detailed filing data is available for this year.$1.74$0.15$1.59$1.83$1.92$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.28$1.69$1.57$2.90$1.32
2011Summary only. Only limited summary data is available for this year.$3.21$0.20$3.01$1.81$2.00$0.19