Civic Intelligence

Serving Seniors

990 • Fiscal year 2019 • EIN 95-2850121

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

525 14th Street Suite 200San Diego, CA 92101

(619) 235-6572

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.30x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

75th percentile

0.74x

Higher debt load relative to revenue than 75% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

60th percentile

6.4%

Higher net margin than 60% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

46th percentile

2.6%

Faster asset growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

76th percentile

17%

Faster revenue growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$18,816,710

Up $484,913 (+2.6%) from 2018

Net Assets

Up

$13,151,749

Up $633,018 (+5.1%) from 2018

Liabilities

Down

$5,664,961

Down $148,105 (-2.5%) from 2018

Revenue

Up

$7,637,735

Up $1,094,318 (+17%) from 2018

Expenses

Up

$7,148,462

Up $790,139 (+12%) from 2018

Net Income

Up

$489,273

Up $304,179 (+164%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $21,786,879Liabilities 2011: $6,117,877Net Assets 2011: $15,669,0022011Assets 2012: $22,563,720Liabilities 2012: $6,317,917Net Assets 2012: $16,245,8032012Assets 2013: $21,877,996Liabilities 2013: $5,071,309Net Assets 2013: $16,806,6872013Assets 2014: $22,019,189Liabilities 2014: $5,249,155Net Assets 2014: $16,770,0342014Assets 2015: $23,057,789Liabilities 2015: $5,521,357Net Assets 2015: $17,536,4322015Assets 2016: $22,978,510Liabilities 2016: $5,433,367Net Assets 2016: $17,545,1432016Assets 2017: $18,044,350Liabilities 2017: $5,715,578Net Assets 2017: $12,328,7722017Assets 2018: $18,331,797Liabilities 2018: $5,813,066Net Assets 2018: $12,518,7312018Assets 2019: $18,816,710Liabilities 2019: $5,664,961Net Assets 2019: $13,151,7492019Assets 2020: $19,322,781Liabilities 2020: $4,532,721Net Assets 2020: $14,790,0602020Assets 2021: $22,443,204Liabilities 2021: $2,801,106Net Assets 2021: $19,642,0982021Assets 2022: $23,762,987Liabilities 2022: $2,731,136Net Assets 2022: $21,031,8512022Assets 2023: $24,689,068Liabilities 2023: $3,011,540Net Assets 2023: $21,677,5282023Assets 2024: $24,747,434Liabilities 2024: $3,624,968Net Assets 2024: $21,122,4662024Assets 2025: $26,034,366Liabilities 2025: $3,429,036Net Assets 2025: $22,605,3302025

Highlighted filing

2019

Assets$18,816,710
Liabilities$5,664,961
Net Assets$13,151,749

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MRevenue 2011: $5,915,900Expenses 2011: $5,867,895Net Income 2011: $48,0052011Revenue 2012: $6,384,152Expenses 2012: $5,798,906Net Income 2012: $585,2462012Revenue 2013: $6,359,923Expenses 2013: $5,906,042Net Income 2013: $453,8812013Revenue 2014: $5,959,928Expenses 2014: $6,141,318Net Income 2014: -$181,3902014Revenue 2015: $6,850,214Expenses 2015: $6,075,960Net Income 2015: $774,2542015Revenue 2016: $6,574,233Expenses 2016: $6,507,714Net Income 2016: $66,5192016Revenue 2017: $7,701,930Expenses 2017: $13,040,661Net Income 2017: -$5,338,7312017Revenue 2018: $6,543,417Expenses 2018: $6,358,323Net Income 2018: $185,0942018Revenue 2019: $7,637,735Expenses 2019: $7,148,462Net Income 2019: $489,2732019Revenue 2020: $10,978,804Expenses 2020: $9,367,932Net Income 2020: $1,610,8722020Revenue 2021: $16,118,726Expenses 2021: $11,630,249Net Income 2021: $4,488,4772021Revenue 2022: $13,598,474Expenses 2022: $11,963,154Net Income 2022: $1,635,3202022Revenue 2023: $13,428,924Expenses 2023: $13,056,994Net Income 2023: $371,9302023Revenue 2024: $13,310,053Expenses 2024: $14,239,490Net Income 2024: -$929,4372024Revenue 2025: $18,427,170Expenses 2025: $17,304,317Net Income 2025: $1,122,8532025

Highlighted filing

2019

Revenue$7,637,735
Expenses$7,148,462
Net Income$489,273
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$8,514,118
Mission and Program Overview

Mission

To provide impactful programs and services to older adults living in poverty. To provide seniors life sustaining services in a welcoming and supportive environment where they can get the help they need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$12,499,734$12,499,734→ $0
Investments in Publicly Traded Securities$2,404,427$2,399,923▼ $4,504
Pledges and Grants Receivable$481,092$845,848▲ $364,756
Land, Buildings, and Equipment, Net$705,760$751,550▲ $45,790
Cash and Non-Interest-Bearing Accounts$311,984$328,078▲ $16,094
Accounts Receivable$129,067$180,074▲ $51,007
Prepaid Expenses and Deferred Charges$123,558$143,256▲ $19,698
Savings and Temporary Cash Investments$205,188$55,917▼ $149,271
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$18,331,797$18,816,710▲ $484,913
Other Assets Total$1,470,987$1,612,330▲ $141,343
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,200,000$3,200,000→ $0
Other Liabilities$2,075,989$2,119,659▲ $43,670
Accounts Payable and Accrued Expenses$377,469$345,302▼ $32,167
Deferred Revenue$159,608--
Total Liabilities$5,813,066$5,664,961▼ $148,105
Net Assets / Fund Balance
Permanently Rstr Net Assets$757,652$10,385,234▲ $9,627,582
Temporarily Rstr Net Assets$9,444,723--
Unrestricted Net Assets$2,316,356$2,766,515▲ $450,159
Total Net Assets Fund Balance$12,518,731$13,151,749▲ $633,018
Total Liabilities and Net Assets / Fund Balance$18,331,797$18,816,710▲ $484,913

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$166,100$758,302$924,402
Leasehold Improvements$585,450$128,269$713,719
Other Assets Org$1,604,750--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$951,795-▲ $59,813$45,001$966,607
2017$928,153-▲ $73,391$49,749$951,795
2016$876,761-▲ $97,145$45,753$928,153
2015$900,842-▲ $20,290$44,371$876,761
2014$927,104-▲ $20,583$46,845$900,842
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul DowneyPresident & CEOFT$197,679$43,490$241,169
Lori GremelCDO/eaoFT$138,305$11,112$149,417
Melinda ForsteyCOOFT$127,784$8,226$136,010
Giselle BeetsVP OperationsFT$86,896$1,112$88,008
Sue SchaffnerCFOFT$75,121$2,194$77,315
Richard RoarkPy CFOFT$52,353$7,426$59,779
Jennifer SinnottVP HealthFT$21,777$1,577$23,354

Board Members and Trustees

NameTitle
Arlene PraterBoard Chair
Dale GoldmanDirector
Deborah LinggiDirector
Gwenmarie HillearyDirector
Jarvis MuellerDirector
Joni LowDirector
Jordan MeyersDirector
Joy DelmanDirector
Laura WestDirector
Lina EricssonDirector
Lowell PotikerDirector
Matthew StraussDirector
Robert BorthwickDirector
Simon SilvaDirector
Ted Lange SrDirector
Edith GlasseyVP Philanthropy

Highest Paid Contractors

ContractorServicesLocationCompensation
Keystone Management Group - Sara Frances HomeRental Payments Thp6421 dwane ave, San Diego, CA 92120-3924$128,025
Kaiser Foundation Health Plan INCHealth InsuranceFILE 5915, Los Angeles, CA 90074-5915$107,149
Revenue and Support

Revenue Composition

Contributions and Grants
$6,488,423
Program Service Revenue
$752,396
Investment Income
$273,921
Other Revenue
$122,995
All Other Contributions
$2,248,135
Change in Net Assets
$489,273

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$112,834Fair Market Value (FMV)
Cars and Other Vehicles1$12,000Fair Market Value (FMV)
Total Noncash Contributions7$124,834-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,637,735
Revenue Not Reported on Form 990
$306,768
Total Revenue per Audited Statements
$7,944,503
Total Revenue per Form 990
$7,637,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,584,204
Other Expenses$3,564,258
Total Fundraising Expense$424,166
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,678,217$317,249$258,222$2,253,688
Current Officers, Directors, Trustees, and Key Employees$642,037$91,620$46,279$779,936
All Other Expenses$221,952$205,459$53,589$481,000
Other Employee Benefits$254,784$53,337$26,254$334,375
Payroll Taxes$164,418$28,795$22,992$216,205
Other Expenses$185,173$54$16,427$185,227
Interest$141,536$3,566-$145,102
Occupancy$126,183--$126,183
Depreciation Depletion$66,288$1,650-$67,938
Insurance$9,022$41,988-$51,010
Travel$8,672$1,053$403$10,128
Total Functional Expenses$5,884,561$839,735$424,166$7,148,462

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,503,140
Expenses per Audited Statements$7,148,462
Total Expenses per Form 990$7,148,462
Expenses Not Reported on Form 990$354,678
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$224,225
Fundraising Direct Expenses$103,514
Gaming Gross Income$2,284
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Experience of a Life Time$385,845$224,225$41,344$182,881
Total Events$385,845$224,225$103,514$120,711
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Interest Payable$1,605,109
Payroll Liabilities$198,601
Accrued Vacation$171,901
Due to Wswc$138,687
Due to Shc$5,361
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The form 990 is posted to the board member only section of the serving seniors website for members to review.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The board signs the conflict of interest policy annually.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Annually in an executive session the board reviews the achievements and goals of the executive director has accomplished during the year and the board decides the compensation of executive director based on performance and budget.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Serving Seniors
EIN
95-2850121
Phone
6192356572
Address
525 14TH STREET SUITE 200, SAN DIEGO, CA 92101

Signing Officer

Name
Paul Downey
Title
President & CEO
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Downey
Formed
1970
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
92
Volunteers
1,114

Preparer

Firm
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108-3820
Preparer
Michael J Zizzi
Phone
6192947200
Supplemental Narrative

Additional Explanations

FORM 990, PART X, LINES 27-29: NET ASSETS

The organization has adopted the principles of FASB ASU No. 2016-14 (ASC 958) for its audited financial statements for the year ended JUNE 30, 2019. To date, Form 990 and its associated schedules have not been updated to reflect changes made by this standard. We have included the net asset categories in our audited financial statements on existing Form 990, Part X, Lines 27-29 as follows:Net assets without donor restrictions $2,776,515Net assets with donor restrictions $10,385,234Total net assets $18,816,710Unrestricted net assets $2,776,515Temporarily restricted net assets $0Permanently restricted net assets $10,385,234Total net assets $18,816,710

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Any funds earned greater than the principal is limited to 5% per year and is to be used for operations.

Part X : FIN48 Footnote

Serving Seniors is a public charity and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code. The Organization believes it has appropriate support for any tax position taken, and as such, does not have any uncertain tax positions that are material to the financial statements. This entity is not a private foundations.Serving Senior's Returns of Organization Exempt from Income Tax for the years ended June 30, 2019, 2018, 2017, AND 2016 are subject to examination by the Internal Revenue Service and State taxing authorities, generally the three to four years after the returns were filed.

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Shc subsidiary income $114809 chshc subsidiary income $-52 special event expense $84414

Part XII, Line 2D: Other expenses and losses per audited F/S

Wswc subsidiary expense $155424 special event expense $84414

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0NUTRITION - Serving Seniors Senior Nutrition Program ensures more than 4,000 low-income seniors have access to a nutritious diet, providing 640,000 congregate and home-delivered meals a year. Meals are served from 11 congregate sites across San Diego County including our Gary & Mary West Senior Wellness Center, and delivered directly to over 600 homebound seniors a day.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt177426
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1823490
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt201112
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt221577
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IRS990/Form990PartVIISectionAGrp/PersonNm1JOY DELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT BORTHWICK
IRS990/Form990PartVIISectionAGrp/PersonNm3LINA ERICSSON
IRS990/Form990PartVIISectionAGrp/PersonNm4DALE GOLDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5TED LANGE SR
IRS990/Form990PartVIISectionAGrp/PersonNm6JARVIS MUELLER
IRS990/Form990PartVIISectionAGrp/PersonNm7SIMON SILVA
IRS990/Form990PartVIISectionAGrp/PersonNm8DEBORAH LINGGI
IRS990/Form990PartVIISectionAGrp/PersonNm9ARLENE PRATER
IRS990/Form990PartVIISectionAGrp/PersonNm10JONI LOW
IRS990/Form990PartVIISectionAGrp/PersonNm11JORDAN MEYERS
IRS990/Form990PartVIISectionAGrp/PersonNm12MATTHEW STRAUSS
IRS990/Form990PartVIISectionAGrp/PersonNm13LOWELL POTIKER
IRS990/Form990PartVIISectionAGrp/PersonNm14LAURA WEST
IRS990/Form990PartVIISectionAGrp/PersonNm15Edith Glassey
IRS990/Form990PartVIISectionAGrp/PersonNm16MELINDA FORSTEY
IRS990/Form990PartVIISectionAGrp/PersonNm17RICHARD ROARK
IRS990/Form990PartVIISectionAGrp/PersonNm18PAUL DOWNEY
IRS990/Form990PartVIISectionAGrp/PersonNm19LORI GREMEL
IRS990/Form990PartVIISectionAGrp/PersonNm20GISELLE BEETS
IRS990/Form990PartVIISectionAGrp/PersonNm21SUE SCHAFFNER
IRS990/Form990PartVIISectionAGrp/PersonNm22JENNIFER SINNOTT
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16127784
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1752353
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18217679
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19138305
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2086896
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2175121
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2221777
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt16COO
IRS990/Form990PartVIISectionAGrp/TitleTxt17PY CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt18President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt19CDO/EAO
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt21CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP HEALTH
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0161620
IRS990/FundraisingDirectExpensesAmt0103514
IRS990/FundraisingGrossIncomeAmt0224225
IRS990/GainOrLossGrp/SecuritiesAmt072058
IRS990/GamingActivitiesInd0false
IRS990/GamingGrossIncomeAmt02284
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt04078668
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0844927
IRS990/GrossReceiptsAmt08514118
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt041988
IRS990/InsuranceGrp/ProgramServicesAmt09022
IRS990/InsuranceGrp/TotalAmt051010
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt03566
IRS990/InterestGrp/ProgramServicesAmt0141536
IRS990/InterestGrp/TotalAmt0145102
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0201863
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02404427
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02399923
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt030
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0886571
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0705760
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0751550
IRS990/LandBldgEquipCostOrOtherBssAmt01638121
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0772869
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide impactful programs and services to older adults living in poverty. To provide seniors life sustaining services in a welcoming and supportive environment where they can get the help they need.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03200000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03200000
IRS990/NetAssetsOrFundBalancesBOYAmt012518731
IRS990/NetAssetsOrFundBalancesEOYAmt013151749
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt072058
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt072058
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0120711
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0120711
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt02284
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoncashContributionsAmt0124834
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IRS990/OccupancyGrp/TotalAmt0126183
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01470987
IRS990/OtherAssetsTotalGrp/EOYAmt01612330
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt026254
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt053337
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0254784
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0334375
IRS990/OtherExpensesGrp/Desc0FOOD COST
IRS990/OtherExpensesGrp/Desc1SUPPLIES & OFFICE
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3SPECIFIC ASSISTANCE
IRS990/OtherExpensesGrp/FundraisingAmt016427
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0169
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt194682

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.0$3.43$22.6$18.4$17.3$1.12
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.7$3.62$21.1$13.3$14.2$0.93
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.7$3.01$21.7$13.4$13.1$0.37
2022Detailed filing. Detailed filing data is available for this year.$23.8$2.73$21.0$13.6$12.0$1.64
2021Detailed filing. Detailed filing data is available for this year.$22.4$2.80$19.6$16.1$11.6$4.49
2020Detailed filing. Detailed filing data is available for this year.$19.3$4.53$14.8$11.0$9.37$1.61
2019Detailed filing. Detailed filing data is available for this year.$18.8$5.66$13.2$7.64$7.15$0.49
2018Detailed filing. Detailed filing data is available for this year.$18.3$5.81$12.5$6.54$6.36$0.19
2017Summary only. Only limited summary data is available for this year.$18.0$5.72$12.3$7.70$13.0$5.34
2016Summary only. Only limited summary data is available for this year.$23.0$5.43$17.5$6.57$6.51$0.07
2015Detailed filing. Detailed filing data is available for this year.$23.1$5.52$17.5$6.85$6.08$0.77
2014Summary only. Only limited summary data is available for this year.$22.0$5.25$16.8$5.96$6.14$0.18
2013Summary only. Only limited summary data is available for this year.$21.9$5.07$16.8$6.36$5.91$0.45
2012Summary only. Only limited summary data is available for this year.$22.6$6.32$16.2$6.38$5.80$0.59
2011Summary only. Only limited summary data is available for this year.$21.8$6.12$15.7$5.92$5.87$0.05