Senior Volunteer Services

Tax-deductible

Paso Robles, CA501(c)(3)Human ServicesEIN 77-0433542Revenue $256K in FY2024

On file with the IRS270 Scott St, 93446-3500 · Paso Robles, CATax-exempt since Mar 1998Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
70¢ of each $1 spent went to programs.
Run by 580 volunteers and 6 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $19K a year · 8% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$66K
to officers and key staff · 24% of spending
Top officer’s pay higher than 55% of similar orgs
Worth a look: pay to officers and key staff is 24% of spending; over 20%.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.5 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $4K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$30K
129% of total assets
Concern: liabilities are 129% of assets; over 80%.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$256K
-1% vs prior year
Spent
$271K
To programs
70%
Net assets
−$7K
By yearFY2020–FY2024
Revenue
$256K
FY2024▼ -1%
Tap a bar for its year
Revenue by fiscal year
FY2020$265K
FY2021$179K
FY2022$243K
FY2023$259K
FY2024$256K
Expenses
$271K
FY2024▼ -6%
Tap a bar for its year
Expenses by fiscal year
FY2020$267K
FY2021$197K
FY2022$275K
FY2023$288K
FY2024$271K
Net assets
−$7K
FY2024▼ -183%
Tap a bar for its year
Net assets by fiscal year
FY2020$86K
FY2021$68K
FY2022$36K
FY2023$8K
FY2024−$7K

From the FY2024 Form 990 (year ending June 2024) · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

70 cents of each dollar spent went to programs.

Program services 70% · $190K Management & general 25% · $68K Fundraising 5% · $13K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990; $66K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Dir.
$65,520Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Alexis Okumura’s $66K as Executive Dir. is at the 55th percentile of top reported officer pay among 2168 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Alexis Okumura$65,520$32,068$60,000$60,000$51,534

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Senior Volunteer Services executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Recruits volunteers to support seniors and their communities, improving well-being.

Questions for Senior Volunteer Services

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Your first name shows with your question. Senior Volunteer Services answers here, for everyone.

Provided by the organization

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3 programs · $190K · in their own filed words · FY2023
01

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.

$123Kprogram expense
02

Prsc

Paso robles senior center: a contract with the city of paso robles provides on-site management of the senior center. Staffing by senior volunteer services with a coordinator assures a cost-effective and smooth operation of the center.

$66Kprogram expense
03

Cccv

Retired and senior volunteer program RSVP for seniors over age 55, and central coast community volunteers CCCV for seniors over age 50, recruit and place these senior volunteers at community nonprofit and government agencies located in san luis obispo and northern santa barbara counties.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 2 funders$4K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$256K
Ln 12
Gifts and grantsLn 1h$162K
Fees for servicesLn 2g$94K
Investment incomeLn 3$9
Money outPt IX
$271K
Ln 25
Programscol B$190K
Managementcol C$68K
Fundraisingcol D$13K
Owns and owesPt X
−$7K
net assets · Ln 32
Cash and savingsLn 1–2$11K
Total assetsLn 16$23K
LiabilitiesLn 26$30K
PeoplePt VI, VII
7
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$162K
Government grantsLn 1e$125K
Noncash giftsLn 1g$8K
Fundraising eventsLn 1c$13K
Fees for servicesLn 2g$94K
Investment incomeLn 3$9
Gains on assetsLn 7$0
Total revenueLn 12$256K
Assets in detailPt X, end of year
CashLn 1$11K
SavingsLn 2$0
Cash and savings togetherLn 1–2$11K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$3K
Other assetsLn 15$0
Total assetsLn 16$23K
LiabilitiesLn 26$30K
Net assetsLn 32−$7K
OperationsPt I, VI
EmployeesI 56
VolunteersI 6580
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$34K$11K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$1K$3K
Total assetsLn 16$40K$23K
LiabilitiesLn 26$32K$30K
Net assetsLn 32$8K−$7K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$66K$48K$13K$4K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$113K$84K$23K$7K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$15K$11K$3K$872
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$18K$18K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$750$750
Office expensesLn 13$20K$15K$3K$1K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$1K$1K$294$14
TravelLn 17$1K$1K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$301$223$60$18
InsuranceLn 23$7K$5K$2K$353
Other expenses (24a–d)Ln 24$27K$24K$3K$58
All other expensesLn 24e$3K$78$3K
Total functional expensesLn 25$271K$190K$68K$13K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $256K$271K−$15K−$7K 990 PDF
FY2023 $259K$288K−$28K$8K 990 PDF
FY2022 $243K$275K−$31K$36K 990 PDF
FY2021 $179K$197K−$18K$68K 990 PDF
FY2020 $265K$267K−$2K$86K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $256,189 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $171,960$162,394
I-9 Program service revenuePrior year $83,931$93,786
I-10 Investment incomePrior year $16$9
I-11 Other revenuePrior year $3,334$0
I-12 Total revenuePrior year $259,241$256,189
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $196,503$192,894
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $91,182$77,965
I-18 Total expensesPrior year $287,685$270,859
I-19 Revenue less expensesPrior year −$28,444−$14,670
Part VI · Governance 6 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $256,189 across 12 lines filed
VIII-1c Fundraising events$13,322
VIII-1e Government grants$124,784
VIII-1f All other contributions, gifts and grants$24,288
VIII-1g Noncash contributions (included above)$7,886
VIII-1h Total contributions, gifts and grants$162,394
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $93,786$93,786
VIII-3 Investment incomeRelated to mission $9$9
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $93,795$256,189
Part IX · Statement of functional expenses $270,859 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $48,485 · Management $13,104 · Fundraising $3,931$65,520
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $83,506 · Management $22,569 · Fundraising $6,771$112,846
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $10,751 · Management $2,905 · Fundraising $872$14,528
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $18,356$18,356
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotionPrograms $750$750
IX-13 Office expensesPrograms $15,075 · Management $3,397 · Fundraising $1,222$19,694
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $1,092 · Management $294 · Fundraising $14$1,400
IX-17 TravelPrograms $1,084$1,084
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $223 · Management $60 · Fundraising $18$301
IX-23 InsurancePrograms $4,604 · Management $1,956 · Fundraising $353$6,913
IX-24 Other expenses (24a–d)Programs $24,243 · Management $2,517 · Fundraising $58$26,818
IX-24e All other expensesPrograms $78 · Management $2,571$2,649
IX-25 Total functional expensesPrograms $189,891 · Management $67,729 · Fundraising $13,239$270,859
Part X · Balance sheet $23,220 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $33,777$11,460
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $3,829$6,814
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $1,321$2,156
X-10c Land, buildings and equipment, netStart of year $1,244$2,790
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $40,171$23,220
X-17 Accounts payable and accrued expensesStart of year $21,886$18,890
X-25 Other liabilitiesStart of year $10,285$11,000
X-26 Total liabilitiesStart of year $32,171$29,890
X-27 Net assets without donor restrictionsStart of year −$8,171−$12,835
X-28 Net assets with donor restrictionsStart of year $16,171$6,165
X-32 Total net assets or fund balancesStart of year $8,000−$6,670
X-33 Total liabilities and net assetsStart of year $40,171$23,220
Part XI · Reconciliation of net assets −$6,670 net assets at year end
XI-1 Total revenue$256,189
XI-2 Total expenses$270,859
XI-3 Revenue less expenses−$14,670
XI-4 Net assets at start of year$8,000
XI-10 Net assets at end of year−$6,670

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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