Rancho Bernardo Senior Services

Rancho Bernardo Senior Services, a tax-exempt nonprofit organization headquartered in San Diego, California, is a recipient of federal grants under the Internal Revenue Service's Tax Counseling for the Elderly (TCE) program, delivering free tax counseling and return preparation to taxpayers aged 60 and older.

The vendor operates exclusively as a prime recipient on a single federal grantor agency — the Department of the Treasury's Internal Revenue Service — with three consecutive TCE cooperative agreements awarded October 1 of 2023, 2024, and 2025. The TCE program funds nonprofit organizations to train and deploy volunteers who provide free tax counseling assistance and electronic return preparation for elderly taxpayers, with recipients required to ensure at least 65% of electronically filed returns serve taxpayers aged 60 or older and to achieve 100% of their return production goals. Rancho Bernardo's three awards span fiscal years 2023–2024, 2024–2025, and 2025–2026, each running through September 30 of the following year. The source documents combined dollars obligated across all awards at $21 thousand, reflecting the modest grant-revenue footprint typical of individual TCE sites. Subrecipients may be utilized by grant recipients to help deliver program elements under the guidance framework, but Rancho Bernardo's current award portfolio shows no sub-recipient activity.

One award (the 2025–2026 cooperative agreement) reaches ultimate completion within the next twenty-four months and will face recompete during that window. The organization has no federal contracting footprint — no prime or sub contract awards, no seat on federal vehicles — and operates entirely within the TCE grant ecosystem serving the elderly population in the San Diego region.