SENIOR CITIZENS UNITED INC: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SENIOR CITIZENS UNITED INC (EIN 23-7405207)
- Tax period
- 2013-11-01 to 2014-10-31
- Filed
- 2014-11-19
- IRS object ID
- 201443239349200814
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-19T18:32:55-06:00 | ReturnTs |
| Tax Period End | 2014-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264184432 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MODICA FINANCIAL AND TAX INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8380 MORRO RD | AddressLine1 |
| City | ATASCADERO | City |
| State | CA | State |
| ZIP Code | 934224254 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237405207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENIOR CITIZENS UNITED INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SENI | BusinessNameControlTxt |
| Phone | 8054664674 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5905 EAST MALL ST | AddressLine1 |
| City | ATASCADERO | City |
| State | CA | State |
| ZIP Code | 93422 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAYLE WILLIS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8054664674 | PhoneNum |
| Signature | 2014-11-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH N MODICA JR | PreparerPersonNm |
| PTIN | P00005435 | PTIN |
| Phone | 8054615903 | PhoneNum |
| Preparation | 2014-11-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $17,099 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $6,457 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $10,642 | InvestmentIncomeAmt |
| Total Revenue | $17,099 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $5,272 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $16,590 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $2,719 | OtherExpensesTotalAmt |
| Total Expenses | $24,581 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$7,482 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $233,043 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $31,136 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $256,697 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,976 | BOYAmt |
| EOY | $251,741 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,243 | BOYAmt |
| EOY | $4,956 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,219 | BOYAmt |
| EOY | $256,697 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,176 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,043 | BOYAmt |
| EOY | $256,697 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE SUPPORT SERVICES AND TRANSPORTATION TO THE ELDERLY AND PHYSICALLY DISABLED. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| MEALS WERE GIVEN TO SENIORS AND THE ORGANIZATION'S FACILITES WERE AVAILABLE FOR SENIORS TO RECREATE. | $11,865 |
| DOZENS OF SENIORS WERE GIVEN TRANSPORTATION. THEY ALSO WERE PROVIDED FACILITIES FOR MEETING AND RECREATION. | $64 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,929 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DAYLE WILLIS | ||
| TREASURER | 2.00 | $0 |
| CALI WILLEY | ||
| VICE PRESIDE | 2.00 | $0 |
| PATTI DUTY | ||
| PRESIDENT | 4.00 | $0 |
| EVA TRUJILLO | ||
| SECRETARY | 2.00 | $0 |
| CHARLES CAPPER | ||
| SR VICE PRES | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAYLE WILLIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8305 COROMOR | AddressLine1 |
| City | ATASCADERO | City |
| State | CA | State |
| ZIP Code | 93422 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8054664151 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $808 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,457 | CurrentTaxYearAmt |
| Total | $20,077 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55 | CurrentTaxYearMinus4YearsAmt |
| Total | $55 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,507 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $808 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,457 | CurrentTaxYearAmt |
| Total | $20,132 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $20,132 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,756 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,639 | CurrentTaxYearAmt |
| Total | $38,578 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $58,710 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.34290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.34350 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES SUPPLIES 80 MEALS & ENTERTAINMENT 246 INSURANCE 2,329 NON-INVESTMENT DEPRECIATION 64 TOTAL 2,719 |
| FORM 990-EZ, PART I, LINE 20 | CLOSING COSTS OF FORECLOSURE 17,960 TO ADJUST PRIOR YEAR LIABILITY 13,176 |
| FORM 990-EZ, PART II, LINE 24 | NOTES RECEIVABLE 165,243 0 DELIVERY CARAVAN 0 25,144 LESS ACCUMULATED DEPRECIATION 0 21,042 FURNITURE & OFFICE EQUIPMENT 0 1,439 LESS ACCUMULATED DEPRECIATION 0 1,439 EQUIPMENT 0 12,890 LESS ACCUMULATED DEPRECIATION 0 12,890 STOVE 0 2,703 LESS ACCUMULATED DEPRECIATION 0 2,703 CAR PORT 0 775 LESS ACCUMULATED DEPRECIATION 0 28 CANNON COPY MACHINE 0 143 LESS ACCUMULATED DEPRECIATION 0 36 TOTAL 165,243 4,956 |
| FORM 990-EZ, PART II, LINE 26 | UNPAID INTEREST AND TAXES 13,176 0 |
| FORM 990-EZ, PART III | TO PROVIDE SUPPORT SERVICES AND TRANSPORTATION TO THE ELDERLY AND PHYSICALLY DISABLED. |
| FORM 990-EZ, PART III, LINE 31 | DOZENS OF SENIORS WERE GIVEN TRANSPORTATION. THEY ALSO WERE PROVIDED FACILITIES FOR MEETING AND RECREATION. |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| DAYLE WILLIS |
| CALI WILLEY |
| PATTI DUTY |
| EVA TRUJILLO |
| CHARLES CAPPER |