Senior Volunteer Services

Nonprofit profile at a glance

EIN
770433542
IRS 990 coverage
2012–2023
Forms available
Form 990 2023, Form 990-EZ 2011
Location
Paso Robles, CA, USA
Phone
8055448740
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Human Service Organizations

Reported finances

Revenue
$256,189
Expenses
$270,859
Assets
$23,220
Liabilities
$29,890

Source: IRS Form 990. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • THOMAS CLOUGH (President)

Highest reported compensation

  • ALEXIS OKUMURA (Executive Dir.): $65,520 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Senior volunteer services promotes volunteers and the health and well-being of both seniors and their communities by recruiting volunteers for nonprofit organizations, working with other agencies that support and advocate seniors.

What it reported doing in 2023

Rsvp: retired and senior volunteer program rsvp recruits and places senior volunteers at community nonprofit and government agencies located in san luis obispo and northern santa barbara counties. These volunteers, along with cccv volunteers, provided 44,700 hours of service during the period. Rsvp is the only program that recruits senior volunteers to serve other nonprofit and governmental agencies. Project lifesaver provides, for a nominal maintenance fee, wristband transmitters to elderly and cognitively impaired individuals who are at risk of wandering and becoming lost. The program also serves a number autistic and developmentally challenged children to live more safely in their environments. The transmitters assist rescue personnel to locate lost individuals.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Fundraising costs are high for each dollar raised and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 69
  • Transparency & Controls: 92
  • Accountability: 95
  • Sustainability: 18
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 74.1%; rating input score 74
  • Program expense ratio: 70.1%; rating input score 70
  • Fundraising efficiency: $12.27 raised per $1 spent on fundraising; rating input score 45; 45th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -5.7%; rating input score 30; 30th percentile among comparable filings
  • Total-asset coverage ratio: 0.09; rating input score 6; 6th percentile among comparable filings
  • Liabilities to assets ratio: 1.29; rating input score 4; 4th percentile among comparable filings
  • Officer compensation ratio: 24.2%; rating input score 15; 15th percentile among comparable filings

Growth

  • Program expense growth: 0.5% per year; rating input score 100; 34th percentile among comparable filings
  • Revenue growth: -0.2% per year; rating input score 0; 26th percentile among comparable filings
  • Asset growth: -8.2% per year; rating input score 0; 8th percentile among comparable filings

Details

  • Where the money goes: 74.1% of revenue deployed · 70.1% of spending went to programs
  • Governance: 6 of 6 board members independent · 7 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $190K in reported program spending
  • Leadership: top reported pay $66K · 7 people listed
  • Consistency: 26 of 26 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 12 filing years from 2012 to 2023
  • Contacts: How to reach this organization
  • Money network: 2 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.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 45/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 30/100.
  • High — Sustainability: Total-asset coverage ratio scored 6/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 4/100.
  • High — Sustainability: Officer compensation ratio scored 15/100.