Civic Intelligence

Serving Seniors

990 • Fiscal year 2018 • EIN 95-2850121

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 21, 2019

Organization Profileservingseniors.org
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

0.32x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

0.89x

Higher debt load relative to revenue than 78% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

49th percentile

2.8%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

48th percentile

1.6%

Faster asset growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-15%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$18,331,797

Up $287,447 (+1.6%) from 2017

Net Assets

Up

$12,518,731

Up $189,959 (+1.5%) from 2017

Liabilities

Up

$5,813,066

Up $97,488 (+1.7%) from 2017

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin49th percentile

Revenue

Down

$6,543,417

Down $1,158,513 (-15%) from 2017

Expenses

Down

$6,358,323

Down $6,682,338 (-51%) from 2017

Net Income

Up

$185,094

Up $5,523,825 (+103%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

2018

Assets$18,331,797
Liabilities$5,813,066
Net Assets$12,518,731
Open 2018 Filing

Operations Trend

Revenue Growth15th percentile

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

2018

Revenue$6,543,417
Expenses$6,358,323
Net Income$185,094
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 21, 2019
Return Version
2017v2.2
Gross Receipts
$6,960,204
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$2,311,554$2,404,427▲ $92,873
Land, Buildings, and Equipment, Net$701,004$705,760▲ $4,756
Pledges and Grants Receivable$540,565$481,092▼ $59,473
Cash and Non-Interest-Bearing Accounts$198,706$311,984▲ $113,278
Savings and Temporary Cash Investments$198,840$205,188▲ $6,348
Accounts Receivable$110,667$129,067▲ $18,400
Prepaid Expenses and Deferred Charges$146,432$123,558▼ $22,874
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$18,044,350$18,331,797▲ $287,447
Other Assets Total$1,336,848$1,470,987▲ $134,139
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,200,000$3,200,000→ $0
Other Liabilities$1,966,676$2,075,989▲ $109,313
Accounts Payable and Accrued Expenses$398,869$377,469▼ $21,400
Deferred Revenue$150,033$159,608▲ $9,575
Total Liabilities$5,715,578$5,813,066▲ $97,488
Net Assets / Fund Balance
Temporarily Rstr Net Assets$9,447,524$9,444,723▼ $2,801
Unrestricted Net Assets$2,123,744$2,316,356▲ $192,612
Permanently Rstr Net Assets$757,504$757,652▲ $148
Total Net Assets Fund Balance$12,328,772$12,518,731▲ $189,959
Total Liabilities and Net Assets / Fund Balance$18,044,350$18,331,797▲ $287,447

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$140,903$712,807$853,710
Leasehold Improvements$564,857$105,826$670,683
Other Assets Org$121--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2013$838,892-▲ $133,936$45,724$927,104
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul DowneyPresident & CEOFT$190,638$57,630$248,268
Lori GremelCDO/eaoFT$121,694$15,258$136,952
Melinda ForsteyCAOFT$119,224$9,830$129,054
Richard RoarkCFOFT$103,324$25,092$128,416
Giselle BeetsVP OperationsFT$62,289$988$63,277
Maureen PiwowarskiCOO & SecretaryFT$27,091$1,614$28,705

Board Members and Trustees

NameTitle
Arlene PraterBoard Chair
Carl ShiDirector
Carole LindseyDirector
Dale IsaacsDirector
Gwenmarie HillearyDirector
Jarvis MuellerDirector
Jerry SchneiderDirector
Jordan MeyersDirector
Karen KolnesDirector
Karolina EricssonDirector
Laura WestDirector
Lowell PotikerDirector
Marcus DifioreDirector
Paul SanitDirector
Robert BorthwickDirector
Simon SilvaDirector
Vien NguyenDirector
Sue SchaffnerCFO Elect

Highest Paid Contractors

ContractorServicesLocationCompensation
Keystone Management Group - Sara Frances HomeRental Payments Thp6421 dwane ave, San Diego, CA 92120-3924$166,698
Kaiser Foundation Health Plan INCHealth InsuranceFILE 5915, Los Angeles, CA 90074-5915$137,396
Revenue and Support

Revenue Composition

Contributions and Grants
$5,138,393
Program Service Revenue
$844,957
Investment Income
$291,400
Other Revenue
$268,667
All Other Contributions
$1,739,118
Change in Net Assets
$185,094

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 Traded5$236,047Fair Market Value (FMV)
Total Noncash Contributions5$236,047-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,543,417
Revenue Not Reported on Form 990
$230,910
Total Revenue per Audited Statements
$6,774,327
Total Revenue per Form 990
$6,543,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,429,417
Other Expenses$2,928,906
Total Fundraising Expense$472,963
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,613,813$274,654$274,607$2,163,074
Current Officers, Directors, Trustees, and Key Employees$554,518$98,017$90,360$742,895
Other Employee Benefits$236,586$50,781$29,973$317,340
All Other Expenses$175,072$92,876$37,193$305,141
Payroll Taxes$154,898$29,024$22,186$206,108
Other Expenses$123,062$40,886$4,145$168,093
Interest$133,869$2,060$601$136,530
Occupancy$125,923$2,824-$128,747
Depreciation Depletion$55,669$3,239-$58,908
Insurance$15,941$29,691-$45,632
Travel$8,410$14,025$4,141$26,576
Total Functional Expenses$5,202,441$682,919$472,963$6,358,323

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,734,439
Expenses per Audited Statements$6,358,323
Total Expenses per Form 990$6,358,323
Expenses Not Reported on Form 990$376,116
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$342,420
Fundraising Direct Expenses$111,971
Gaming Gross Income$1,676
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Experience of a Life Time$443,491$342,420$8,020$334,400
Total Events$443,491$342,420$111,971$230,449
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$1,463,214
Accrued Vacation$168,951
Payroll Liabilities$155,137
Conditional Promise$150,000
Due to Wswc$138,687
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
2019-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Downey
Formed
1970
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
92
Volunteers
1,320

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

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, 2018, 2017, 2016, and 2015 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 $5411 chshc subsidiary income $-58 special event expense $111971”

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

“Special event expense $111971 wswc subsidiary expense $155425”

Raw XML AppendixShowing 400 of 966 raw XML fields

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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,331,797
Liabilities
$5,813,066
Net assets
$12,518,731
Revenue
$6,543,417
Expenses
$6,358,323
Net income
$185,094
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