Civic Intelligence

Serving Seniors

990 • Fiscal year 2020 • EIN 95-2850121

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 12, 2020

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

51st percentile

0.23x

Higher debt load relative to assets than 51% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.41x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

36th percentile

2.7%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

44%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$19,322,781

Up $506,071 (+2.7%) from 2019

Net Assets

Up

$14,790,060

Up $1,638,311 (+12%) from 2019

Liabilities

Down

$4,532,721

Down $1,132,240 (-20%) from 2019

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin71st percentile

Revenue

Up

$10,978,804

Up $3,341,069 (+44%) from 2019

Expenses

Up

$9,367,932

Up $2,219,470 (+31%) from 2019

Net Income

Up

$1,610,872

Up $1,121,599 (+229%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2020

Assets$19,322,781
Liabilities$4,532,721
Net Assets$14,790,060
Open 2020 Filing

Operations Trend

Revenue Growth88th 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

2020

Revenue$10,978,804
Expenses$9,367,932
Net Income$1,610,872
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 12, 2020
Return Version
2019v5.0
Gross Receipts
$11,003,791
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$11,499,734▼ $1,000,000
Investments in Publicly Traded Securities$2,399,923$1,976,274▼ $423,649
Pledges and Grants Receivable$845,848$1,874,929▲ $1,029,081
Savings and Temporary Cash Investments$55,917$1,656,780▲ $1,600,863
Land, Buildings, and Equipment, Net$751,550$1,082,095▲ $330,545
Cash and Non-Interest-Bearing Accounts$328,078$906,113▲ $578,035
Prepaid Expenses and Deferred Charges$143,256$223,551▲ $80,295
Accounts Receivable$180,074$95,989▼ $84,085
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$18,816,710$19,322,781▲ $506,071
Other Assets Total$1,612,330$7,316▼ $1,605,014
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,200,000$2,200,000▼ $1,000,000
Accounts Payable and Accrued Expenses$715,804$1,487,274▲ $771,470
Deferred Revenue-$699,200-
Other Liabilities$1,749,157$146,247▼ $1,602,910
Total Liabilities$5,664,961$4,532,721▼ $1,132,240
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,385,234$10,342,438▼ $42,796
Net Assets Without Donor Restrictions$2,766,515$4,447,622▲ $1,681,107
Total Net Assets Fund Balance$13,151,749$14,790,060▲ $1,638,311
Total Liabilities and Net Assets / Fund Balance$18,816,710$19,322,781▲ $506,071

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$424,632$821,506$1,246,138
Leasehold Improvements$657,463$155,482$812,945

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$966,607-▲ $38,780$51,559$953,828
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul DowneyPresident & CEOFT$199,632$27,461$227,093
Melinda ForsteyCOOFT$124,139$9,316$133,455
Sue SchaffnerCFOFT$102,643$13,974$116,617
Giselle BeetsVP OperationsFT$83,147$3,238$86,385
Edith GlasseyVP PhilanthropyFT$71,183$10,426$81,609
Jennifer SinnottVP HealthFT$73,103$6,496$79,599
Lori GremelFormer CDOFT$14,769$27,461$14,769

Board Members and Trustees

NameTitle
Lina EricssonBoard Chair
Arlene PraterDirector
Dale GoldmanDirector
Deborah LinggiDirector
Gwenmarie HillearyDirector
Joni LowDirector
Jordan MeyersDirector
Joy DelmanDirector
Laura WestDirector
Lowell PotikerDirector
Mary GendronDirector
Matthew StraussDirector
Nicole HagamanDirector
Robert BorthwickDirector
Simon SilvaDirector
Ted Lange SrDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Keystone Management GroupManagement6421 DWANE AVE, San Diego, CA 92120$139,190
The Idea BrandMarketing444 W BEECH ST 4TH FL, San Diego, CA 92101$102,575
Revenue and Support

Revenue Composition

Contributions and Grants
$9,625,318
Program Service Revenue
$947,296
Investment Income
$166,144
Other Revenue
$240,046
All Other Contributions
$3,947,673
Change in Net Assets
$1,610,872

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,978,804
Revenue Not Reported on Form 990
$163,839
Total Revenue per Audited Statements
$11,142,643
Total Revenue per Form 990
$10,978,804
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,905,626
Salaries, Compensation, and Employee Benefits$4,462,306
Total Fundraising Expense$702,555
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,198,354$449,111$265,742$2,913,207
Current Officers, Directors, Trustees, and Key Employees$635,414$129,812$76,810$842,036
All Other Expenses$216,003$135,108$272,149$623,260
Other Employee Benefits$395,802$13,343$39,305$448,450
Payroll Taxes$201,245$32,411$24,957$258,613
Other Expenses$177,313$4,885$23,315$182,198
Occupancy$5,545$122,638-$128,183
Interest$90,069$538-$90,607
Depreciation Depletion$87,069$3,348-$90,417
Insurance$35,803$16,687-$52,490
Fees for Services Other$938$28,915-$29,853
Travel$1,946$2,624$277$4,847
Total Functional Expenses$7,627,066$1,038,311$702,555$9,367,932

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,670,743
Expenses per Audited Statements$9,367,932
Total Expenses per Form 990$9,367,932
Expenses Not Reported on Form 990$302,811
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$263,590
Fundraising Direct Expenses$24,987
Gaming Gross Income$1,443
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Experience of a Life Time$317,560$263,590$17,694$245,896
Total Events$317,560$263,590$24,987$238,603
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
Due to Wswc$138,687
Due to Shc$7,560
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 35% controlled entity
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
Sue Schaffner
Title
CFO
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue Schaffner
Formed
1970
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
102
Volunteers
576

Preparer

Firm
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108
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, Senior Housing Corporation, City Heights Senior Housing Corporation and West Senior Wellness Center are all public charities and are 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 they have appropriate support for any tax position taken, and as such, do not have any uncertain tax positions that are material to the financial statements. These entities are not private foundations. No provision or benefit for income taxes for the Limited Liability Companies have been included in these consolidated financial statements since taxable income (loss) passes through to, and is reportable by, the Member/ Partners individually. Serving Seniors, Senior Housing Corporation, City Heights Senior Housing Corporation and West Senior Wellness Centers Returns of Organization Exempt from Income Tax for the years ended June 30, 2020, 2019, 2018 and 2017 are subject to examination by the Internal Revenue Service and State taxing authorities, generally 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 $-10937 chshc subsidiary income $-50 special event expense $24987”

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

“Wswc subsidiary expense $155424 special event expense $24987”

Raw XML AppendixShowing 400 of 891 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0715804
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01487274
IRS990/AccountsReceivableGrp/BOYAmt0180074
IRS990/AccountsReceivableGrp/EOYAmt095989
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To 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/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt03947673
IRS990/AllOtherExpensesGrp/FundraisingAmt0272149
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0135108
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0216003
IRS990/AllOtherExpensesGrp/TotalAmt0623260
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Sue Schaffner
IRS990/BooksInCareOfDetail/PhoneNum06192356572
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0525 14TH STREET SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092101
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0328078
IRS990/CashNonInterestBearingGrp/EOYAmt0906113
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt076810
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0129812
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0635414
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0842036
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt0102575
IRS990/ContractorCompensationGrp/CompensationAmt1139190
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0444 W BEECH ST 4TH FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt16421 DWANE AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SAN DIEGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SAN DIEGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd092101
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd192120
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0THE IDEA BRAND
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1KEYSTONE MANAGEMENT GROUP
IRS990/ContractorCompensationGrp/ServicesDesc0MARKETING
IRS990/ContractorCompensationGrp/ServicesDesc1MANAGEMENT
IRS990/ContriRptFundraisingEventAmt053970
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt09625318
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0166144
IRS990/CYOtherExpensesAmt04905626
IRS990/CYOtherRevenueAmt0240046
IRS990/CYProgramServiceRevenueAmt0947296
IRS990/CYRevenuesLessExpensesAmt01610872
IRS990/CYSalariesCompEmpBnftPaidAmt04462306
IRS990/CYTotalExpensesAmt09367932
IRS990/CYTotalFundraisingExpenseAmt0702555
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010978804
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/EOYAmt0699200
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03348
IRS990/DepreciationDepletionGrp/ProgramServicesAmt087069
IRS990/DepreciationDepletionGrp/TotalAmt090417
IRS990/Desc0NUTRITION - Serving Seniors Senior Nutrition Program ensures more than 8,000 low-income seniors have access to a nutritious diet, providing 1.0 million 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 homebound seniors each day.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt010385234
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt010342438
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0102
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt05187320
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt028915
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0938
IRS990/FeesForServicesOtherGrp/TotalAmt029853
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt200.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt027461
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt19316
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt213974
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt33238
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt410426
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt56496
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL DOWNEY
IRS990/Form990PartVIISectionAGrp/PersonNm1MELINDA FORSTEY
IRS990/Form990PartVIISectionAGrp/PersonNm2SUE SCHAFFNER
IRS990/Form990PartVIISectionAGrp/PersonNm3GISELLE BEETS
IRS990/Form990PartVIISectionAGrp/PersonNm4EDITH GLASSEY
IRS990/Form990PartVIISectionAGrp/PersonNm5JENNIFER SINNOTT
IRS990/Form990PartVIISectionAGrp/PersonNm6LORI GREMEL
IRS990/Form990PartVIISectionAGrp/PersonNm7GWENMARIE HILLEARY
IRS990/Form990PartVIISectionAGrp/PersonNm8JOY DELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT BORTHWICK
IRS990/Form990PartVIISectionAGrp/PersonNm10LINA ERICSSON
IRS990/Form990PartVIISectionAGrp/PersonNm11DALE GOLDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12TED LANGE SR
IRS990/Form990PartVIISectionAGrp/PersonNm13MARY GENDRON
IRS990/Form990PartVIISectionAGrp/PersonNm14SIMON SILVA
IRS990/Form990PartVIISectionAGrp/PersonNm15DEBORAH LINGGI
IRS990/Form990PartVIISectionAGrp/PersonNm16ARLENE PRATER
IRS990/Form990PartVIISectionAGrp/PersonNm17JONI LOW
IRS990/Form990PartVIISectionAGrp/PersonNm18JORDAN MEYERS
IRS990/Form990PartVIISectionAGrp/PersonNm19MATTHEW STRAUSS
IRS990/Form990PartVIISectionAGrp/PersonNm20NICOLE HAGAMAN
IRS990/Form990PartVIISectionAGrp/PersonNm21LOWELL POTIKER
IRS990/Form990PartVIISectionAGrp/PersonNm22LAURA WEST
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0199632
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1124139
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2102643
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt383147
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt471183
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt573103
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt614769
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1COO
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP Philanthropy
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP Health
IRS990/Form990PartVIISectionAGrp/TitleTxt6FORMER CDO
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt053970
IRS990/FundraisingDirectExpensesAmt024987
IRS990/FundraisingGrossIncomeAmt0263590
IRS990/GamingActivitiesInd0false
IRS990/GamingGrossIncomeAmt01443
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt05623675
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt011003791
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt016687
IRS990/InsuranceGrp/ProgramServicesAmt035803
IRS990/InsuranceGrp/TotalAmt052490
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt0538
IRS990/InterestGrp/ProgramServicesAmt090069
IRS990/InterestGrp/TotalAmt090607
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0166144
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0166144
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02399923
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01976274
IRS990/IRPDocumentCnt032
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0976988
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0751550
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01082095
IRS990/LandBldgEquipCostOrOtherBssAmt02059083
IRS990/LegalDomicileStateCd0CA
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/EOYAmt02200000
IRS990/NetAssetsOrFundBalancesBOYAmt013151749
IRS990/NetAssetsOrFundBalancesEOYAmt014790060
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0238603
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0238603
IRS990/NetIncomeFromGamingGrp/ExclusionAmt01443
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt01443
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt027439
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02766515
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04447622
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0122638
IRS990/OccupancyGrp/ProgramServicesAmt05545
IRS990/OccupancyGrp/TotalAmt0128183
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01612330
IRS990/OtherAssetsTotalGrp/EOYAmt07316
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt039305
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013343
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0395802
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0448450
IRS990/OtherExpensesGrp/Desc0FOOD COSTS
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2SPECIFIC ASSISTANCE
IRS990/OtherExpensesGrp/Desc3AUTO
IRS990/OtherExpensesGrp/FundraisingAmt023315
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt098891
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14885
IRS990/OtherExpensesGrp/ProgramServicesAmt03220567
IRS990/OtherExpensesGrp/ProgramServicesAmt1161346
IRS990/OtherExpensesGrp/ProgramServicesAmt2199652

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,322,781
Liabilities
$4,532,721
Net assets
$14,790,060
Revenue
$10,978,804
Expenses
$9,367,932
Net income
$1,610,872
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