Senior & Disabled Fund of San Bernardino County

Nonprofit profile at a glance

EIN
330306449
IRS 990-EZ coverage
2011–2017
Forms available
Form 990-EZ 2017, Form 990-N 2010
Location
San Bernardino, CA, USA
Phone
9098094222
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Senior Centers

Official website

Reported finances

Revenue
$56,979
Expenses
$64,697
Assets
$30,383
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2017. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • DAVID WILDER (PRESIDENT)
  • PAM TUTTLE (VICE PRESIDENT)

People named in this filing

  • KATHLEEN MESLER (DIRECTOR)
  • MICKI VAUGHN (DIRECTOR)
  • LARRY GRABLE (DIRECTOR)

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 2017. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of the senior and disabled fund of san bernardino county is to provide assistance to senior and disabled citizens in greatest need.

What it reported doing in 2017

A granting program of the senior and disabled fund, the save program fills the gap of available emergency aid for qualifying individuals. The save program AIDS seniors and adults with disabilities, within san bernardino county, with one-time emergency assistance. Always the program of last resort, every effort is made to ensure that other services and programs are evaluated for assistance and exhausted before the save program will assist. Individualized eligibility requirements: individuals must be residents or intended residents of san bernardino county, 60 years of age or older, or 18 or older and disabled and meet ssi income level requirements except in unusual circumstances. Funding eligibility requirements: the following types of emergency situations (although the list is not exhaustive) may qualify for a one-time basis grant: immediate need for food, utilities, clothing, eyeglasses, accessibility tools, and emergency repairs and equipment that ensure the safety, security and well being of the individual.the number of clients served for the fiscal year was 97.

Operating model

Revenue model
Donor-supported. 100% 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. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 92
  • Transparency & Controls: 82
  • Sustainability: 36
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 96.7%; rating input score 97
  • Program expense ratio: 85.2%; rating input score 85

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -13.5%; rating input score 26; 26th percentile among comparable filings
  • Total-asset coverage ratio: 0.47; rating input score 29; 29th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -9.7% per year; rating input score 0; 29th percentile among comparable filings
  • Revenue growth: -10.8% per year; rating input score 0; 26th percentile among comparable filings
  • Asset growth: -4.7% per year; rating input score 0; 29th percentile among comparable filings

Details

  • Where the money goes: 96.7% of revenue deployed · 85.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $55K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 6 filing years from 2011 to 2017
  • Contacts: How to reach this organization
  • 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 26/100.
  • High — Sustainability: Total-asset coverage ratio scored 29/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.
  • High — Grant Readiness: California registration: this organization is not authorized to operate as a charity in California.