Ed Brown Senior Ctr at Rancho Bernardo

Nonprofit profile at a glance

EIN
930996904
IRS 990 coverage
2023–2025
Forms available
Form 990 2025, Form 990-EZ 2022
Location
San Diego, CA, USA
Phone
8586021504
Rating
59
Verdict
MIXED
Rating confidence
Moderate
Sector
Senior Citizens' Housing/Retirement Communities

Official website

Reported finances

Revenue
$95,115
Expenses
$216,348
Assets
$214,115
Liabilities
$40,952

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • KIM LANGE (EXECUTIVE DIRECTOR)
  • LYNN WOLSEY (EXECUTIVE DIRECTOR)

Highest reported compensation

  • KIM LANGE (EXECUTIVE DIRECTOR): $26,654 total reported compensation
  • LYNN WOLSEY (EXECUTIVE DIRECTOR): $19,463 total reported compensation
  • TIMOTHY ROHANE (VICE CHAIR): $15,750 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Classes, social event emphasizing exercise, health & wellness and music therapy for over 200 members and guests.

What it reported doing in 2025

San diego senior community foundation grant usd 23,450 rb rotary club foundation grant usd 2000 rb community foundation grant usd 3750

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

MIXED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 67
  • Transparency & Controls: 75
  • Accountability: 28
  • Sustainability: 17
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 95.7%; rating input score 96
  • Program expense ratio: 42.1%; rating input score 42
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 75%; rating input score 75; 1st percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 10th percentile among comparable filings
  • Governance controls: 6 of 9 controls in place; rating input score 67
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -127.5%; rating input score 15; 15th percentile among comparable filings
  • Total-asset coverage ratio: 0.99; rating input score 27; 27th percentile among comparable filings
  • Liabilities to assets ratio: 0.19; rating input score 12; 12th percentile among comparable filings
  • Officer compensation ratio: 28.6%; rating input score 7; 7th percentile among comparable filings

Growth

  • Program expense growth: -50.4% per year; rating input score 0; 6th percentile among comparable filings
  • Revenue growth: 6.8% per year; rating input score 100; 80th percentile among comparable filings
  • Asset growth: 7.1% per year; rating input score 100; 70th percentile among comparable filings

Details

  • Where the money goes: 95.7% of revenue deployed · 42.1% of spending went to programs
  • Governance: 0 of 10 board members independent · 6 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $26K in reported program spending
  • Leadership: top reported pay $27K · 9 people listed
  • Consistency: 13 of 17 current checks pass · 4 findings to review
  • Schedules: 5 filed schedules
  • Filing history: 3 filing years from 2023 to 2025
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 0/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 42/100.
  • Review — Accountability: Governance controls: 3 of 9 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Operating margin scored 15/100.
  • Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Fund balance restriction sum did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Part IX AllOtherExpenses column sum did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Sustainability: Total-asset coverage ratio scored 27/100.
  • High — Sustainability: Officer compensation ratio scored 7/100.
  • High — Sustainability: Liabilities to assets ratio scored 12/100.