Nonprofit · EIN 33-0018262
RANCHO BERNARDO SENIOR SERVICES
Tax-exempt · SAN DIEGO, CA 92128
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $107,578 | $70,219 | $37,359 | $548,508 | $0 | $548,508 |
| December 31, 2024 | 990 | $65,788 | $63,993 | $1,795 | $523,570 | $0 | $523,570 |
| December 31, 2023 | 990-EZ | $36,389 | $74,365 | -$37,976 | $477,369 | – | $477,369 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $56,162
- Program service revenue
- $0
- Investment income
- $46,816
- Net gain from sales of assets
- $31,140
- Other revenue
- $4,600
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $20,811
- Salaries, compensation and benefits (total)
- $22,557
- Professional fundraising fees
- $0
- Occupancy
- $33,990
- Program services (functional)
- $70,219
Balance sheet and other
- Total assets, start of year
- $523,570
- Total assets, end of year
- $548,508
- Total liabilities, end of year
- $0
- Net assets, end of year
- $548,508
- Publicly traded securities
- $520,630
- Gross unrelated business income
- $4,600
- Gross receipts
- $124,718
- Employees
- 1
- Year formed
- 1984
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tracie Martinez | President Trustee or director, Officer | 3 | $0 |
| Jill Lackey | Secretary Trustee or director, Officer | 1 | $0 |
| Linda Parise | CFO Trustee or director, Officer | 3 | $0 |
| Sharon Ellison | Director Trustee or director | 2 | $0 |
| Simi Auwalia | Director Trustee or director | 0.1 | $0 |
| Brian McLean | Vice President Trustee or director, Officer | 0.1 | $0 |
| Laurie Peck | Director Trustee or director | 0.1 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tracie Martinez | President Trustee or director, Officer | 3 | $0 |
| Jill Lackey | Secretary Trustee or director, Officer | 1 | $0 |
| Linda Parise | Treasurer Trustee or director, Officer | 3 | $0 |
| Sharon Ellison | Director Trustee or director | 2 | $0 |
| Simi Auwalia | Director Trustee or director | 0.1 | $0 |
| Brian McLean | Vice President Trustee or director, Officer | 0.1 | $0 |
| Laurie Peck | Director Trustee or director | 0.1 | $0 |
990-EZ for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Angelo Parise | President | 2 | $0 |
| Jill Lackey | Secretary | 0.1 | $0 |
| Linda Parise | Treasurer | 5 | $0 |
| Tracie Martinez | Director | 0.1 | $0 |
| Sally Hatfield | Director | 0.1 | $0 |
| Brian McLean | Director | 0.1 | $0 |
| Laurie Peck | Director | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 16769 BERNARDO CENTER DR, SAN DIEGO, CA 92128-2546
- In care of
- % LINDA PARISE
- Mailing address (990-N for 2014)
- 16769 BERNARDO CENTER DRIVE NO K-14, SAN DIEGO CA 92128
- Principal officer (990 for 2025)
- Tracie Martinez, 16769 Bernardo Center Dr K-14, San Diego, CA 92128
- Principal officer (990-N for 2014)
- SAM PARISE, 16769 BERNARDO CENTER DRIVE NO K-14, SAN DIEGO CA 92128
- Signed the 990
- Linda Parise, CFO
- Phone
- (858) 487-2640
- Website
- www.rbseniorservices.com
- Return prepared by
- Laurie F Peck CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0018262 or by the name RANCHO BERNARDO SENIOR SERVICES.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Providing Free Information and Various Services to Senior Citizens
Program accomplishments
- Providing Free Information and Various Services to Senior CitizensExpenses $70,219
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 33-0018262
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $548,508
- Income (IRS master file)
- $124,718
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $107,578 | $70,219 | $548,508 | IRS |
| 990-T | December 2025 | – | – | – | IRS |
| 990 | December 2024 | $65,788 | $63,993 | $523,570 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-EZ | December 2023 | $36,389 | $74,365 | $477,369 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2014 Officer: SAM PARISE | December 31, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0018262).
Questions about RANCHO BERNARDO SENIOR SERVICES
- What is the EIN of RANCHO BERNARDO SENIOR SERVICES?
- The employer identification number (EIN) of RANCHO BERNARDO SENIOR SERVICES is 33-0018262.
- Is RANCHO BERNARDO SENIOR SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to RANCHO BERNARDO SENIOR SERVICES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does RANCHO BERNARDO SENIOR SERVICES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of RANCHO BERNARDO SENIOR SERVICES due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RANCHO BERNARDO SENIOR SERVICES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of RANCHO BERNARDO SENIOR SERVICES?
- The 990 for the year ended December 31, 2025 names Tracie Martinez.
- Who are the officers and directors of RANCHO BERNARDO SENIOR SERVICES?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does RANCHO BERNARDO SENIOR SERVICES have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $107,578, expenses of $70,219 and total assets of $548,508 at year end.
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