Civic Intelligence

Fallbrook Healthcare Foundation Inc

EIN 95-3389263 • 501(c)3 • Fallbrook, CA

Profile

Its purpose is to provide programs and resources enabling seniors to enhance their well-being and give them a more meaningful life. The geographic areas served include Fallbrook, Bonsall, Rainbow, DeLuz, southwest Temecula and areas of North County San Diego.

PO Box 2155Fallbrook, CA 92088

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

37th percentile

0.03x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$76,065

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

89th percentile

44%

Faster asset growth than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

45%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$1,245,156

Up $382,310 (+44%) from 2023

Liabilities

Down

$26,586

Down $11,394 (-30%) from 2023

Net Assets

Up

$1,218,570

Up $393,704 (+48%) from 2023

Operations
Liabilities / Revenue37th percentileNet Margin72nd percentile

Revenue

Up

$942,067

Up $292,471 (+45%) from 2023

Expenses

Down

$760,885

Down $48,973 (-6.0%) from 2023

Net Income

Up

$181,182

Up $341,444 (+213%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,383,550Liabilities 2011: $46,987Net Assets 2011: $1,336,5632011Assets 2012: $1,181,214Liabilities 2012: $27,966Net Assets 2012: $1,153,2482012Assets 2013: $1,278,162Liabilities 2013: $28,594Net Assets 2013: $1,249,5682013Assets 2014: $1,163,215Liabilities 2014: $28,634Net Assets 2014: $1,134,5812014Assets 2015: $1,051,632Liabilities 2015: $40,696Net Assets 2015: $1,010,9362015Assets 2016: $943,102Liabilities 2016: $32,743Net Assets 2016: $910,3592016Assets 2017: $872,988Liabilities 2017: $35,610Net Assets 2017: $837,3782017Assets 2018: $1,161,911Liabilities 2018: $102,066Net Assets 2018: $1,059,8452018Assets 2019: $1,067,578Liabilities 2019: $52,334Net Assets 2019: $1,015,2442019Assets 2020: $1,302,241Liabilities 2020: $60,574Net Assets 2020: $1,241,6672020Assets 2021: $1,273,021Liabilities 2021: $30,932Net Assets 2021: $1,242,0892021Assets 2022: $980,732Liabilities 2022: $37,444Net Assets 2022: $943,2882022Assets 2023: $862,846Liabilities 2023: $37,980Net Assets 2023: $824,8662023Assets 2024: $1,245,156Liabilities 2024: $26,586Net Assets 2024: $1,218,5702024

Highlighted filing

2024

Assets$1,245,156
Liabilities$26,586
Net Assets$1,218,570
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $520,614Expenses 2011: $589,676Net Income 2011: -$69,0622011Revenue 2012: $373,058Expenses 2012: $556,373Net Income 2012: -$183,3152012Expenses 2013: $543,5382013Revenue 2014: $447,261Expenses 2014: $562,248Net Income 2014: -$114,9872014Revenue 2015: $430,948Expenses 2015: $554,593Net Income 2015: -$123,6452015Revenue 2016: $445,597Expenses 2016: $546,174Net Income 2016: -$100,5772016Revenue 2017: $527,367Expenses 2017: $610,959Net Income 2017: -$83,5922017Revenue 2018: $972,513Expenses 2018: $768,997Net Income 2018: $203,5162018Revenue 2019: $499,269Expenses 2019: $449,203Net Income 2019: $50,0662019Revenue 2020: $1,185,139Expenses 2020: $1,005,428Net Income 2020: $179,7112020Revenue 2021: $770,219Expenses 2021: $809,498Net Income 2021: -$39,2792021Revenue 2022: $758,083Expenses 2022: $847,986Net Income 2022: -$89,9032022Revenue 2023: $649,596Expenses 2023: $809,858Net Income 2023: -$160,2622023Revenue 2024: $942,067Expenses 2024: $760,885Net Income 2024: $181,1822024

Highlighted filing

2024

Revenue$942,067
Expenses$760,885
Net Income$181,182
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,245,156
Liabilities
$26,586
Net assets
$1,218,570
Revenue
$942,067
Expenses
$760,885
Net income
$181,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.03$1.22$0.94$0.76$0.18
2023Summary only. Only limited summary data is available for this year.$0.86$0.04$0.82$0.65$0.81$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.04$0.94$0.76$0.85$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.03$1.24$0.77$0.81$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.06$1.24$1.19$1.01$0.18
2019Summary only. Only limited summary data is available for this year.$1.07$0.05$1.02$0.50$0.45$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.10$1.06$0.97$0.77$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.04$0.84$0.53$0.61$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.03$0.91$0.45$0.55$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.04$1.01$0.43$0.55$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.03$1.13$0.45$0.56$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.03$1.25$0.54
2012Summary only. Only limited summary data is available for this year.$1.18$0.03$1.15$0.37$0.56$0.18
2011Summary only. Only limited summary data is available for this year.$1.38$0.05$1.34$0.52$0.59$0.07
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$2,339,788
Mission and Program Overview

Mission

Its purpose is to provide programs and resources enabling seniors to enhance their well-being and give them a more meaningful life. The geographic areas served include Fallbrook, Bonsall, Rainbow, DeLuz, southwest Temecula and areas of North County San Diego.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$726,025$510,892▼ $215,133
Land, Buildings, and Equipment, Net$403,978$372,752▼ $31,226
Cash and Non-Interest-Bearing Accounts$122,572$76,870▼ $45,702
Prepaid Expenses and Deferred Charges$20,446$20,218▼ $228
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,273,021$980,732▼ $292,289
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$30,931$37,444▲ $6,513
Other Liabilities$1--
Total Liabilities$30,932$37,444▲ $6,512
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,167,586$943,288▼ $224,298
Net Assets With Donor Restrictions$74,503--
Total Net Assets Fund Balance$1,242,089$943,288▼ $298,801
Total Liabilities and Net Assets / Fund Balance$1,273,021$980,732▼ $292,289

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$241,565$74,307$315,872
Leasehold Improvements$100,675$157,455$258,130
Equipment$26,464$182,194$208,658
Other Land Buildings$4,048$16,652$20,700
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Patty SargentExecutive DirectorFT$76,065$76,065

Board Members and Trustees

NameTitle
Roger ShaverPast president
Gail JonesPresident
Martin QuirozVice President
Robert PaceVice President
Candis SchoenheitDirector
Jenni StrutzDirector
Michael McHaleDirector
Sarah EckhardtDirector
Carlos Perez2nd VP
Billie BakerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$499,654
Program Service Revenue
$169,043
Investment Income
$-33,861
Other Revenue
$123,247
All Other Contributions
$499,654
Change in Net Assets
$-89,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$634,260
Other Expenses$213,726
Total Fundraising Expense$116,766
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$372,974$54,746$44,274$471,994
Current Officers, Directors, Trustees, and Key Employees$11,410$45,639$19,016$76,065
Payroll Taxes$26,333$17,591$3,631$47,555
Other Employee Benefits$7,174$25,198$6,274$38,646
Depreciation Depletion$17,498$11,666-$29,164
Fees for Services Other$3,218$8,592$10,613$22,423
Insurance$15,279$3,089$609$18,977
Occupancy$13,623$3,721$168$17,512
All Other Expenses$7,141$1,434$8,720$17,295
Fees for Services Accounting$4,413$9,916-$14,329
Advertising$6,919$129$989$8,037
Other Expenses$2,579$2,273$75$4,927
Office Expenses$657$2,355$102$3,114
Interest-$135-$135
Total Functional Expenses$543,184$188,036$116,766$847,986
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$145,470
Fundraising Direct Expenses$22,223
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Gala$145,470$145,470$1,348$144,122
Total Events$145,470$145,470$22,223$123,247
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
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, Part VI, Section B, Line 11B

“Governing body will review the return.”

Form 990, Part VI, Section B, Line 12C

“Officers, directors and key employees are required to sign disclosure statements annually.”

Form 990, Part VI, Section B, Line 15A

“Compensation and wage increases for all categories are reviewed/approved by the Board of Directors.”

Form 990, Part VI, Section C, Line 18

“Upon request with board approval.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Fallbrook Healthcare Foundation Inc
EIN
95-3389263
Phone
7607237570
Address
PO Box 2155, Fallbrook, CA 92088

Signing Officer

Name
Gail Jones
Title
President
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
10
Independent Board Members
11
Employees
17
Volunteers
38

Preparer

Firm
VanderSpek Howerzyl CPAs
Address
350 West Fifth Ave Suite 300, Escondido, CA 92025
Preparer
Phillip Howerzyl CPACGMA
Phone
7607412659
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Audit adjustments made after 2021 return filed = -$11505”

Raw XML AppendixShowing 400 of 529 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.

Path#Value
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IRS990/ActivityOrMissionDesc0Its purpose is to provide programs and resources enabling seniors to enhance their well-being and give them a more meaningful life. The geographic areas served include Fallbrook, Bonsall, Rainbow, DeLuz, southwest Temecula and areas of North County San Diego.
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IRS990/AllOtherExpensesGrp/TotalAmt017295
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IRS990/BooksInCareOfDetail/PersonNm0Perla Hurtado
IRS990/BooksInCareOfDetail/PhoneNum07607237570
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0135 S Mission Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Fallbrook
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092028
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CashNonInterestBearingGrp/BOYAmt0122572
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IRS990/ChangeToOrgDocumentsInd0false
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IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt019016
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IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt011410
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt076065
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0499654
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-33861
IRS990/CYOtherExpensesAmt0213726
IRS990/CYOtherRevenueAmt0123247
IRS990/CYProgramServiceRevenueAmt0169043
IRS990/CYRevenuesLessExpensesAmt0-89903
IRS990/CYSalariesCompEmpBnftPaidAmt0634260
IRS990/CYTotalExpensesAmt0847986
IRS990/CYTotalFundraisingExpenseAmt0116766
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0758083
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt011666
IRS990/DepreciationDepletionGrp/ProgramServicesAmt017498
IRS990/DepreciationDepletionGrp/TotalAmt029164
IRS990/Desc0Assisting the elderly and their families with a varying degree of services.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt074503
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt017
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IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0325361
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/PersonNm0Patty Sargent
IRS990/Form990PartVIISectionAGrp/PersonNm1Martin Quiroz
IRS990/Form990PartVIISectionAGrp/PersonNm2Sarah Eckhardt
IRS990/Form990PartVIISectionAGrp/PersonNm3Roger Shaver
IRS990/Form990PartVIISectionAGrp/PersonNm4Carlos Perez
IRS990/Form990PartVIISectionAGrp/PersonNm5Billie Baker
IRS990/Form990PartVIISectionAGrp/PersonNm6Candis Schoenheit
IRS990/Form990PartVIISectionAGrp/PersonNm7Jenni Strutz
IRS990/Form990PartVIISectionAGrp/PersonNm8Robert Pace
IRS990/Form990PartVIISectionAGrp/PersonNm9Michael McHale
IRS990/Form990PartVIISectionAGrp/PersonNm10Gail Jones
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Past president
IRS990/Form990PartVIISectionAGrp/TitleTxt42nd VP
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
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