San Clemente Village

Nonprofit profile at a glance

EIN
474007960
IRS 990-EZ coverage
2016–2025
Forms available
Form 990-EZ 2025, Form 990-N 2015
Location
San Clemente, CA, USA
Phone
9495823120
Rating
90
Verdict
STRONG
Rating confidence
Moderate
Sector
Centers to Support the Independence of Specific Populations

Reported finances

Revenue
$195,759
Expenses
$232,547
Assets
$413,500

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

Leadership & pay

4 people listed

Executive titles in this filing

  • JULIE SCHOEN (PRESIDENT)

People named in this filing

  • STEPHEN M WALRATH (TREASURER)
  • JULIE SCHOEN (PRESIDENT)
  • CHASE METCALF (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

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

Overview

Mission

San clemente village is a volunteer driven with the goal of allowing seniors to thrive and live well in their homes. Our membership is age 80+. We accomplish this goal by providing services such as transportation, grocery shopping, pet assistance, minor home maintenance, social activities, educational programs, emergency prepardness and personal wellness.

What it reported doing in 2025

Providing services such as transportation, grocery shopping, pet assistance, minor home maintenance, socialactivities, educational programs, emergency prepardness and personal wellness.

Operating model

Revenue model
Donor-supported. 94% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 82
  • Sustainability: 34
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -18.8%; rating input score 8; 8th percentile among comparable filings
  • Total-asset coverage ratio: 1.78; rating input score 76; 76th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 22.5% per year; rating input score 100; 77th percentile among comparable filings
  • Revenue growth: 9.7% per year; rating input score 100; 63rd percentile among comparable filings
  • Asset growth: 13.4% per year; rating input score 100; 67th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $233K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 10 filing years from 2016 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • 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 — Sustainability: Operating margin scored 8/100.