Civic Intelligence

Serving Seniors

990 • Fiscal year 2024 • EIN 95-2850121

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 16, 2025

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

47th percentile

0.15x

Higher debt load relative to assets than 47% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.27x

Higher debt load relative to revenue than 54% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

21st percentile

-7.0%

Higher net margin than 21% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$340,264

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

33rd percentile

0.2%

Faster asset growth than 33% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-0.9%

Faster revenue growth than 31% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$24,747,434

Up $58,366 (+0.2%) from 2023

Net Assets

Down

$21,122,466

Down $555,062 (-2.6%) from 2023

Liabilities

Up

$3,624,968

Up $613,428 (+20%) from 2023

Revenue

Down

$13,310,053

Down $118,871 (-0.9%) from 2023

Expenses

Up

$14,239,490

Up $1,182,496 (+9.1%) from 2023

Net Income

Down

-$929,437

Down $1,301,367 (-350%) from 2023

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

2024

Assets$24,747,434
Liabilities$3,624,968
Net Assets$21,122,466

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

2024

Revenue$13,310,053
Expenses$14,239,490
Net Income-$929,437
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 16, 2025
Return Version
2023v6.0
Gross Receipts
$13,698,757
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$12,165,618$12,115,617▼ $50,001
Savings and Temporary Cash Investments$3,534,527$3,779,364▲ $244,837
Investments in Publicly Traded Securities$2,432,874$2,591,503▲ $158,629
Pledges and Grants Receivable$2,223,091$2,018,466▼ $204,625
Land, Buildings, and Equipment, Net$2,078,140$1,956,827▼ $121,313
Cash and Non-Interest-Bearing Accounts$1,555,334$1,109,641▼ $445,693
Accounts Receivable$219,501$405,203▲ $185,702
Prepaid Expenses and Deferred Charges$224,014$390,379▲ $166,365
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$24,689,068$24,747,434▲ $58,366
Other Assets Total$255,969$380,434▲ $124,465
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,200,000$2,200,000→ $0
Accounts Payable and Accrued Expenses$570,748$1,161,673▲ $590,925
Other Liabilities$240,792$263,295▲ $22,503
Total Liabilities$3,011,540$3,624,968▲ $613,428
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,829,429$10,671,797▼ $157,632
Net Assets With Donor Restrictions$10,848,099$10,450,669▼ $397,430
Total Net Assets Fund Balance$21,677,528$21,122,466▼ $555,062
Total Liabilities and Net Assets / Fund Balance$24,689,068$24,747,434▲ $58,366

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,148,734$1,542,824$2,691,558
Leasehold Improvements$808,093$329,434$1,137,527

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,027,428-▲ $698$269,134$758,992
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul DowneyPresident & CEOFT$303,824$36,440$340,264
Melinda ForsteyCOOFT$189,846$11,525$201,371
Sue SchaffnerCFOFT$154,913$18,831$173,744
Edith GlasseyCPOFT$154,148$16,396$170,544
Giselle BeetsVP OperationsFT$121,798$10,615$132,413
Jennifer SinnottVP HealthFT$100,279$10,804$111,083

Board Members and Trustees

NameTitle
Mary GendronBoard Chair
Bobby LacourFinance Chair
Joni LowGov Chair
Lina EricssonPast Chair
Matt StraussPhilan Chair
Arlene PraterDirector
Deb BarrettDirector
Divya KouraDirector
Jim SikoraDirector
Joy DelmanDirector
Kris VirtueDirector
Nancy L VaughanDirector
Scott BrownDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Health NetHealthcareFILE 52617, Los Angeles, CA 90074$248,947
Revenue and Support

Revenue Composition

Contributions and Grants
$11,966,003
Program Service Revenue
$1,012,184
Investment Income
$148,556
Other Revenue
$183,310
All Other Contributions
$2,815,449
Change in Net Assets
$-929,437

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,310,009
Revenue Not Reported on Financial Statements
$44
Revenue Not Reported on Form 990
$2,258,637
Total Revenue per Audited Statements
$15,568,646
Total Revenue per Form 990
$13,310,053
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,934,251
Salaries, Compensation, and Employee Benefits$6,305,239
Total Fundraising Expense$889,277
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,298,866$434,749$394,210$4,127,825
All Other Expenses$973,201$119,109$143,893$1,236,203
Current Officers, Directors, Trustees, and Key Employees$847,743$111,722$101,304$1,060,769
Other Employee Benefits$627,870$66,003$47,325$741,198
Other Expenses$249,252$126,087$77,149$452,488
Payroll Taxes$305,726$32,777$36,944$375,447
Depreciation Depletion$339,377$17,001-$356,378
Occupancy$127,108$85$53$127,246
Fees for Services Other$30,465$64,516-$94,981
Insurance$43,318$33,223-$76,541
Travel$19,296$6,453$402$26,151
Total Functional Expenses$12,252,810$1,097,403$889,277$14,239,490

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$16,955,083
Expenses per Audited Statements$14,239,490
Total Expenses per Form 990$14,239,490
Expenses Not Reported on Form 990$2,715,593
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$418,851
Fundraising Direct Expenses$236,112
Gaming Gross Income$571
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Experience of a Life Time$593,851$418,851$236,112$182,739
Total Events$593,851$418,851$236,112$182,739
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$205,663
Operating Lease Liability$36,244
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
2025-01-16
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
131
Volunteers
950

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, 2024, 2023, 2022, and 2021 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 $1298532 shc subsidiary income $3600 special event expense $172237 intercompany accrued interest $451833 intercompany eliminations $-652184

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

Chs lp subsidiary expense $2412496 wswc subsidiary expense $172843 special event expense $172237 intercompany eliminations $-652183

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IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt036440
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt111525
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt218831
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt316396
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt410615
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt510804
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/PersonNm0PAUL DOWNEY
IRS990/Form990PartVIISectionAGrp/PersonNm1MELINDA FORSTEY
IRS990/Form990PartVIISectionAGrp/PersonNm2SUE SCHAFFNER
IRS990/Form990PartVIISectionAGrp/PersonNm3EDITH GLASSEY
IRS990/Form990PartVIISectionAGrp/PersonNm4GISELLE BEETS
IRS990/Form990PartVIISectionAGrp/PersonNm5JENNIFER SINNOTT
IRS990/Form990PartVIISectionAGrp/PersonNm6BOBBY LACOUR
IRS990/Form990PartVIISectionAGrp/PersonNm7JOY DELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8MARY GENDRON
IRS990/Form990PartVIISectionAGrp/PersonNm9LINA ERICSSON
IRS990/Form990PartVIISectionAGrp/PersonNm10SCOTT BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm11MATT STRAUSS
IRS990/Form990PartVIISectionAGrp/PersonNm12KRIS VIRTUE
IRS990/Form990PartVIISectionAGrp/PersonNm13JIM SIKORA
IRS990/Form990PartVIISectionAGrp/PersonNm14JONI LOW
IRS990/Form990PartVIISectionAGrp/PersonNm15NANCY L VAUGHAN
IRS990/Form990PartVIISectionAGrp/PersonNm16DEB BARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm17DIVYA KOURA
IRS990/Form990PartVIISectionAGrp/PersonNm18ARLENE PRATER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0303824
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1189846
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2154913
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3154148
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4121798
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5100279
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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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/TitleTxt0President & CEO
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/TitleTxt14Gov Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0175000
IRS990/FundraisingDirectExpensesAmt0236112
IRS990/FundraisingGrossIncomeAmt0418851
IRS990/GamingActivitiesInd0false
IRS990/GamingGrossIncomeAmt0571
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt08975554
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0152592
IRS990/GrossReceiptsAmt013698757
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt033223
IRS990/InsuranceGrp/ProgramServicesAmt043318
IRS990/InsuranceGrp/TotalAmt076541
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt0-44
IRS990/InvestmentIncomeGrp/ExclusionAmt0148556
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0148556
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02432874
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02591503
IRS990/IRPDocumentCnt046
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01872258
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02078140
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01956827
IRS990/LandBldgEquipCostOrOtherBssAmt03829085
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0152592
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/BOYAmt02200000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02200000
IRS990/NetAssetsOrFundBalancesBOYAmt021677528
IRS990/NetAssetsOrFundBalancesEOYAmt021122466
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0182739
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0182739
IRS990/NetIncomeFromGamingGrp/ExclusionAmt0571
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt0571
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0374419
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010829429
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010671797
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt053
IRS990/OccupancyGrp/ManagementAndGeneralAmt085
IRS990/OccupancyGrp/ProgramServicesAmt0127108
IRS990/OccupancyGrp/TotalAmt0127246
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0255969
IRS990/OtherAssetsTotalGrp/EOYAmt0380434
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt047325
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt066003
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0627870
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0741198
IRS990/OtherExpensesGrp/Desc0FOOD COSTS
IRS990/OtherExpensesGrp/Desc1AUTO
IRS990/OtherExpensesGrp/Desc2CONSULTANTS
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt087997
IRS990/OtherExpensesGrp/FundraisingAmt177149
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0384
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt185294
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2126087
IRS990/OtherExpensesGrp/ProgramServicesAmt04592431
IRS990/OtherExpensesGrp/ProgramServicesAmt1510890
IRS990/OtherExpensesGrp/ProgramServicesAmt2287267
IRS990/OtherExpensesGrp/ProgramServicesAmt3249252
IRS990/OtherExpensesGrp/TotalAmt04592431
IRS990/OtherExpensesGrp/TotalAmt1511274
IRS990/OtherExpensesGrp/TotalAmt2460558
IRS990/OtherExpensesGrp/TotalAmt3452488
IRS990/OtherLiabilitiesGrp/BOYAmt0240792
IRS990/OtherLiabilitiesGrp/EOYAmt0263295
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0394210
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0434749
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03298866
IRS990/OtherSalariesAndWagesGrp/TotalAmt04127825
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt012165618
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt012115617
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt036944
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt032777
IRS990/PayrollTaxesGrp/ProgramServicesAmt0305726
IRS990/PayrollTaxesGrp/TotalAmt0375447
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02223091
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02018466
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0224014
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0390379
IRS990/PrincipalOfficerNm0SUE SCHAFFNER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0HOUSING SERVICES

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
2024Detailed filing. Detailed filing data is available for this year.$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