Civic Intelligence

The Foundation for Senior Wellbeing

EIN 95-3622887 • 501(c)3 • San Diego, CA

Profile

The foundation is dedicated to improving the wellbeing of a growing population of seniors throughout north san diego county by linking them, their families, and their caregivers to resources and programs to achieve a sense of purpose supportive relationships financial security community pride good physical health

5095 Murphy Canyon Rd Suite 100San Diego, CA 92123

www.thefoundationforseniorwell

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-967%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-98%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $623,297 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $623,297 (-100%) from 2021

Operations
Liabilities / Revenue61st percentileNet Margin3rd percentile

Revenue

Down

$7,109

Down $341,994 (-98%) from 2021

Expenses

Down

$75,842

Down $28,354 (-27%) from 2021

Net Income

Down

-$68,733

Down $313,640 (-128%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2013: $432,623Liabilities 2013: $0Net Assets 2013: $432,6232013Assets 2014: $415,912Liabilities 2014: $0Net Assets 2014: $415,9122014Assets 2015: $435,633Liabilities 2015: $02015Assets 2016: $452,656Net Assets 2016: $452,6562016Assets 2017: $548,232Liabilities 2017: $725Net Assets 2017: $547,5072017Assets 2018: $483,272Liabilities 2018: $578Net Assets 2018: $482,6942018Assets 2019: $536,956Liabilities 2019: $578Net Assets 2019: $536,3782019Assets 2020: $554,958Liabilities 2020: $17,824Net Assets 2020: $537,1342020Assets 2021: $623,297Liabilities 2021: $0Net Assets 2021: $623,2972021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2013: $64,993Expenses 2013: $52,015Net Income 2013: $12,9782013Revenue 2014: $63,306Expenses 2014: $80,017Net Income 2014: -$16,7112014Revenue 2015: $38,183Expenses 2015: $55,391Net Income 2015: -$17,2082015Revenue 2016: $132,973Expenses 2016: $96,229Net Income 2016: $36,7442016Revenue 2017: $105,629Expenses 2017: $51,540Net Income 2017: $54,0892017Revenue 2018: $52,235Expenses 2018: $97,090Net Income 2018: -$44,8552018Revenue 2019: $88,458Expenses 2019: $92,768Net Income 2019: -$4,3102019Revenue 2020: $53,698Expenses 2020: $102,205Net Income 2020: -$48,5072020Revenue 2021: $349,103Expenses 2021: $104,196Net Income 2021: $244,9072021Revenue 2022: $7,109Expenses 2022: $75,842Net Income 2022: -$68,7332022

Highlighted filing

2022

Revenue$7,109
Expenses$75,842
Net Income-$68,733
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$7,109
Expenses
$75,842
Net income
-$68,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$0.76$0.69
2021Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$3.49$1.04$2.45
2020Detailed filing. Detailed filing data is available for this year.$5.55$0.18$5.37$0.54$1.02$0.49
2019Detailed filing. Detailed filing data is available for this year.$5.37$0.01$5.36$0.88$0.93$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.83$0.01$4.83$0.52$0.97$0.45
2017Detailed filing. Detailed filing data is available for this year.$5.48$0.01$5.48$1.06$0.52$0.54
2016Detailed filing. Detailed filing data is available for this year.$4.53$4.53$1.33$0.96$0.37
2015Summary only. Only limited summary data is available for this year.$4.36$0.00$0.38$0.55$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.63$0.80$0.17
2013Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.65$0.52$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Oct 31, 2022
Signed
Feb 16, 2023
Return Version
2022v4.1
Gross Receipts
$7,109
Mission and Program Overview

Mission

The foundation is dedicated to improving the wellbeing of a growing population of seniors throughout north san diego county by linking them, their families, and their caregivers to resources and programs to achieve

The foundation is dedicated to improving the wellbeing of a growing population of seniors throughout north san diego county by linking them, their families, and their caregivers to resources and programs to achieve: a sense of purpose supportive relationships financial security community pride good physical health

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$569,183--
Cash and Non-Interest-Bearing Accounts$29,283--
Savings and Temporary Cash Investments$24,831--
Total Assets$623,297$0▼ $623,297
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$623,297--
Total Net Assets Fund Balance$623,297$0▼ $623,297
Total Liabilities and Net Assets / Fund Balance$623,297$0▼ $623,297
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
-Chair
Alison DriessenDirector
Angela McglassonDirector
Brenda-lee SmithDirector
Monica DemlerDirector
Rantell RamirezDirector
Rebecca SteinerDirector
Tom CowanDirector
Pam LewkoSecretary
Geoff SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,262
Program Service Revenue
$0
Investment Income
$1,847
Other Revenue
$0
All Other Contributions
$5,262
Change in Net Assets
$-68,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$56,930
Other Expenses$15,912
Total Fundraising Expense$8,475
Grants and Similar Amounts Paid$3,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$34,317$11,267$6,760$52,344
Office Expenses$2,838$2,240$256$5,334
Payroll Taxes$3,669$688$229$4,586
Grants to Domestic Orgs$3,000--$3,000
Fees for Services Other$1,012$379$1,138$2,529
Insurance$877$878-$1,755
Occupancy$725$726-$1,451
Information Technology$369$154$92$615
Fees for Service Investment Mgmnt Fees-$344-$344
Other Expenses$106$107-$213
Advertising$120--$120
Total Functional Expenses$50,584$16,783$8,475$75,842
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Tax filings are reviewed with board members”

Form 990, Page 6, Part VI, Line 19

“Governing documents such as bylaws are available on the california secretary of state's website”

Filing and Contact Details

Filer

Filer Name
The Foundation for Senior Wellbeing
EIN
95-3622887
Phone
6192849281
Address
5095 MURPHY CANYON RD SUITE 100, SAN DIEGO, CA 92123

Signing Officer

Name
Bryan Devore
Title
Chair
Phone
6192849281
Signed
2023-02-16
Discuss with paid preparer
Yes

Organization Details

Formed
1977
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
2

Preparer

Firm
Carlsbad Certified Public Accountants
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Joanne Goddard-hackett
Phone
7604389500
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The foundation is dedicated to improving the wellbeing of a growing population of seniors throughout north san diego county by linking them, their families, and their caregivers to resources and programs to achieve: a sense of purpose supportive relationships financial security community pride good physical health”

Form 990, Page 1, Part I, Line 6

“Volnteers answer the phones at the information resource center providing information about services available to assist the elders in the community.”

Form 990, Part XI, Line 9

“Transfer investments to charity with similar missi -454,236”

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

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010048
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0INVESTMENTS
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FMV
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt05095 MURPHY CANYON RD 100
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0SAN DIEGO
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IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0SARAH BENSON WILL BE AN EMPLOPYEE AT THE SUCCESSOR ORGANIZATION.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE N, PAGE 1, PART I, LINE 2E
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS DEDICATED TO IMPROVING THE WELLBEING OF A GROWING POPULATION OF SENIORS THROUGHOUT NORTH SAN DIEGO COUNTY BY LINKING THEM, THEIR FAMILIES, AND THEIR CAREGIVERS TO RESOURCES AND PROGRAMS TO ACHIEVE: A SENSE OF PURPOSE SUPPORTIVE RELATIONSHIPS FINANCIAL SECURITY COMMUNITY PRIDE GOOD PHYSICAL HEALTH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLNTEERS ANSWER THE PHONES AT THE INFORMATION RESOURCE CENTER PROVIDING INFORMATION ABOUT SERVICES AVAILABLE TO ASSIST THE ELDERS IN THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX FILINGS ARE REVIEWED WITH BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS SUCH AS BYLAWS ARE AVAILABLE ON THE CALIFORNIA SECRETARY OF STATE'S WEBSITE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFER INVESTMENTS TO CHARITY WITH SIMILAR MISSI -454,236
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1896
IRS990/USAddress/CityNm0SAN MARCOS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092079
IRS990/VotingMembersGoverningBodyCnt010
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IRS990/WebsiteAddressTxt0ELDERHELPOFSANDIEGO.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN DEVORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum06192849281
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FOUNDATION FOR SENIOR WELLBEING
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0953622887
ReturnHeader/Filer/PhoneNum06192849281
ReturnHeader/Filer/USAddress/AddressLine1Txt05095 MURPHY CANYON RD SUITE 100
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSBAD CERTIFIED PUBLIC ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05741 PALMER WAY SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920107248
ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02023-03-03T17:38:09-05:00
ReturnHeader/ReturnTypeCd0990

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