Civic Intelligence

Serving Seniors

990 • Fiscal year 2023 • EIN 95-2850121

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 18, 2024

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

42nd percentile

0.12x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

48th percentile

0.22x

Higher debt load relative to revenue than 48% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

47th percentile

2.8%

Higher net margin than 47% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

81st percentile

$324,421

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

43rd percentile

3.9%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

36th percentile

-1.2%

Faster revenue growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$24,689,068

Up $926,081 (+3.9%) from 2022

Net Assets

Up

$21,677,528

Up $645,677 (+3.1%) from 2022

Liabilities

Up

$3,011,540

Up $280,404 (+10%) from 2022

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin47th percentile

Revenue

Down

$13,428,924

Down $169,550 (-1.2%) from 2022

Expenses

Up

$13,056,994

Up $1,093,840 (+9.1%) from 2022

Net Income

Down

$371,930

Down $1,263,390 (-77%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$24,689,068
Liabilities$3,011,540
Net Assets$21,677,528
Open 2023 Filing

Operations Trend

Revenue Growth36th 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

2023

Revenue$13,428,924
Expenses$13,056,994
Net Income$371,930
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 18, 2024
Return Version
2022v5.0
Gross Receipts
$13,652,155
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$11,499,734$12,165,618▲ $665,884
Savings and Temporary Cash Investments$1,450,489$3,534,527▲ $2,084,038
Investments in Publicly Traded Securities$2,324,792$2,432,874▲ $108,082
Pledges and Grants Receivable$2,032,029$2,223,091▲ $191,062
Land, Buildings, and Equipment, Net$1,538,519$2,078,140▲ $539,621
Cash and Non-Interest-Bearing Accounts$4,065,517$1,555,334▼ $2,510,183
Prepaid Expenses and Deferred Charges$237,181$224,014▼ $13,167
Accounts Receivable$127,010$219,501▲ $92,491
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$23,762,987$24,689,068▲ $926,081
Other Assets Total$487,716$255,969▼ $231,747
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,200,000$2,200,000→ $0
Accounts Payable and Accrued Expenses$466,402$570,748▲ $104,346
Other Liabilities$64,734$240,792▲ $176,058
Total Liabilities$2,731,136$3,011,540▲ $280,404
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,248,916$10,848,099▲ $599,183
Net Assets Without Donor Restrictions$10,782,935$10,829,429▲ $46,494
Total Net Assets Fund Balance$21,031,851$21,677,528▲ $645,677
Total Liabilities and Net Assets / Fund Balance$23,762,987$24,689,068▲ $926,081

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,218,205$1,238,288$2,456,493
Leasehold Improvements$859,935$277,592$1,137,527

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$975,608$101▲ $100,926$49,207$1,027,428
2021$1,158,495-▼ $122,434$60,453$975,608
2020$953,828-▲ $260,191$55,524$1,158,495
2019$966,607-▲ $38,780$51,559$953,828
2018$951,795-▲ $59,813$45,001$966,607
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul DowneyPresident & CEOFT$291,891$32,530$324,421
Melinda ForsteyCOOFT$179,962$10,853$190,815
Sue SchaffnerCFOFT$152,755$17,007$169,762
Edith GlasseyCPOFT$151,475$16,400$167,875
Giselle BeetsVP OperationsFT$119,999$9,986$129,985
Jennifer SinnottVP HealthFT$105,234$10,503$115,737

Board Members and Trustees

NameTitle
Robert BorthwickBoard Chair
Bobby LacourFinance Chair
Joni LowGov Chair
Lina EricssonPast Chair
Mary GendronPhilan Chair
Arlene PraterDirector
Dale GoldmanDirector
Deb BarrettDirector
Deborah LinggiDirector
Divya KouraDirector
Jim SikoraDirector
Joy DelmanDirector
Matthew StraussDirector
Nancy L VaughanDirector
Simon SilvaDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Health NetHealthcareFILE 52617, Los Angeles, CA 90074$203,208
Kaiser Foundation Health Plan INCHealthcareFILE 5915, Los Angeles, CA 90074$174,261
Revenue and Support

Revenue Composition

Contributions and Grants
$11,667,154
Program Service Revenue
$1,909,695
Investment Income
$23,194
Other Revenue
$-171,119
All Other Contributions
$2,310,965
Change in Net Assets
$371,930

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,428,878
Revenue Not Reported on Financial Statements
$46
Revenue Not Reported on Form 990
$4,787,922
Total Revenue per Audited Statements
$18,216,800
Total Revenue per Form 990
$13,428,924
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,332,097
Salaries, Compensation, and Employee Benefits$5,724,897
Total Fundraising Expense$842,147
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,091,471$300,504$338,847$3,730,822
All Other Expenses$947,077$128,700$128,254$1,204,031
Current Officers, Directors, Trustees, and Key Employees$862,597$83,848$94,547$1,040,992
Other Employee Benefits$512,465$54,868$38,116$605,449
Other Expenses$240,510$117,039$43,445$400,994
Payroll Taxes$282,000$34,242$31,392$347,634
Depreciation Depletion$214,741$18,913-$233,654
Occupancy$108,490$51$92$108,633
Fees for Services Other$44,321$56,209-$100,530
Insurance$32,504$29,020-$61,524
Travel$12,763-$326$13,089
Total Functional Expenses$11,295,449$919,398$842,147$13,056,994

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$14,951,388
Expenses per Audited Statements$13,056,994
Total Expenses per Form 990$13,056,994
Expenses Not Reported on Form 990$1,894,394
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$223,231
Fundraising Gross Income$51,625
Gaming Gross Income$487
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Experience of a Life Time$686,639$51,625$223,231$-171,606
Total Events$686,639$51,625$223,231$-171,606
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
Restricted Reserve$175,084
Operating Lease Liability$44,320
Due to Shc$21,388
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, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 12C

“The board signs the conflict of interest policy annually.”

Form 990, Part VI, Section B, Line 15B

“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, Section C, Line 19

“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
2024-01-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue Schaffner
Formed
1970
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
126
Volunteers
1,209

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, 2023, 2022, 2021, and 2020 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

“Chs lp subsidiary income $613812 shc subsidiary income $7466 chshc subsidiary income $3011322 special event expense $153231 intercompany eliminations $-317538 intercompany accrued interest $435636”

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

“Chs lp subsidiary expense $1272937 wswc subsidiary expense $175564 special event expense $153231 intercompany elimination $-317538”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1COO
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt3CPO
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP Health
IRS990/Form990PartVIISectionAGrp/TitleTxt6Finance Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt9Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Philan Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Gov Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,689,068
Liabilities
$3,011,540
Net assets
$21,677,528
Revenue
$13,428,924
Expenses
$13,056,994
Net income
$371,930
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
2023Detailed filing. Detailed filing data is available for this year.$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