SERVING SENIORS: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SERVING SENIORS (EIN 95-2850121)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-01-18
- IRS object ID
- 202400189349300745
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-18T09:33:33-08:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952076568 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leaf & Cole LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2810 Camino Del Rio South Suite 200 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952850121 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SERVING SENIORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SERV | BusinessNameControlTxt |
| Phone | 6192356572 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 14TH STREET SUITE 200 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE SCHAFFNER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2024-01-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUE | PersonFirstNm |
| Person Last | SCHAFFNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J ZIZZI | PreparerPersonNm |
| PTIN | P00085553 | PTIN |
| Phone | 6192947200 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUE SCHAFFNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 14TH STREET SUITE 200 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,652,155 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://servingseniors.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 126 | TotalEmployeeCnt |
| Total Volunteers | 1209 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $12,388,447 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,667,154 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $782,762 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,909,695 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,177 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,194 | CYInvestmentIncomeAmt |
| PY Other Revenue | $395,088 | PYOtherRevenueAmt |
| CY Other Revenue | -$171,119 | CYOtherRevenueAmt |
| PY Total Revenue | $13,598,474 | PYTotalRevenueAmt |
| CY Total Revenue | $13,428,924 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,285,631 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,724,897 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $842,147 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,677,523 | PYOtherExpensesAmt |
| CY Other Expenses | $7,332,097 | CYOtherExpensesAmt |
| PY Total Expenses | $11,963,154 | PYTotalExpensesAmt |
| CY Total Expenses | $13,056,994 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,635,320 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $371,930 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,762,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,689,068 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,731,136 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,011,540 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,031,851 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,677,528 | NetAssetsOrFundBalancesEOYAmt |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,742,915 | ExpenseAmt |
| Desc | NUTRITIONServing Seniors Senior Nutrition Program ensures almost 7,000 low-income seniors have access to a nutritious diet, providing over one million congregate and home-delivered meals a year. Meals are served from numerous congregate sites across San Diego County and delivered directly to homebound seniors each day. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,655,224 | ExpenseAmt |
| Desc | HEALTH AND SOCIAL SERVICESServing Seniors team of health educators, social service case managers, and housing navigators provide an array of integrated health and social services that improve low-income seniors health and well-being.Case managers work one-on-one with clients to provide support for the complex, poverty-related issues that threaten their stability and well-being. For many clients without familial support, the case managers fill the role of a caring family member, providing a helping hand and a listening ear. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $897,310 | ExpenseAmt |
| Revenue | $1,909,695 | RevenueAmt |
| Desc | HOUSINGServing Seniors provides robust senior housing programs that lift seniors out of homelessness and increase the stock of affordable senior housing in the region. The Transitional Housing Program helps homeless seniors get off the streets by providing transitional housing and supportive services as a direct stepping stone to permanentaffordable housing. Case managers help clients apply for entitlements, save and budget their money, access health and community services, provide life skills training, and make regular in-unit check-ins.Serving Seniors partnered with the City of San Diego to open Seniors Landing Bridge Shelter, a non congregate shelter that provides temporary housing to older adults transitioning out of homelessness and into permanent housing.Serving Seniors affiliate entities Senior Housing Corporation and City Heights Senior Housing Corporation own 529 units of affordable senior housing. Serving Seniors provides meals, social services and socialization opportunities to senior residents across these sites. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,295,449 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 126 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sue Schaffner | PersonNm |
| Phone | 6192356572 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 14TH STREET SUITE 200 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| PAUL DOWNEY | |||||||
| President & CEO | 40.00 | 3.00 | Yes (X) | $291,891 | $0 | $32,530 | |
| MELINDA FORSTEY | |||||||
| COO | 40.00 | 3.00 | Yes (X) | $179,962 | $0 | $10,853 | |
| SUE SCHAFFNER | |||||||
| CFO | 40.00 | 3.00 | Yes (X) | $152,755 | $0 | $17,007 | |
| EDITH GLASSEY | |||||||
| CPO | 40.00 | 0.00 | Yes (X) | $151,475 | $0 | $16,400 | |
| GISELLE BEETS | |||||||
| VP Operations | 40.00 | 0.00 | Yes (X) | $119,999 | $0 | $9,986 | |
| JENNIFER SINNOTT | |||||||
| VP Health | 40.00 | 0.00 | Yes (X) | $105,234 | $0 | $10,503 | |
| BOBBY LACOUR | |||||||
| Finance Chair | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOY DELMAN | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ROBERT BORTHWICK | |||||||
| Board Chair | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LINA ERICSSON | |||||||
| Past Chair | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SIMON SILVA | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MARY GENDRON | |||||||
| Philan Chair | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DALE GOLDMAN | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DEBORAH LINGGI | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JIM SIKORA | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JONI LOW | |||||||
| Gov Chair | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NANCY L VAUGHAN | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MATTHEW STRAUSS | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DEB BARRETT | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DIVYA KOURA | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ARLENE PRATER | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,001,316 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $97,279 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | |||||
| FILE 5915 | LOS ANGELES | CA | 90074 | HEALTHCARE | $174,261 |
| HEALTH NET | |||||
| FILE 52617 | LOS ANGELES | CA | 90074 | HEALTHCARE | $203,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $635,014 | FundraisingAmt |
| Government Grants | $8,721,175 | GovernmentGrantsAmt |
| All Other Contributions | $2,310,965 | AllOtherContributionsAmt |
| Total Contributions | $11,667,154 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HOUSING SERVICES | 624200 | $1,833,870 | $1,833,870 |
| RESIDENT & OTHER SERVICES | 624100 | $75,825 | $75,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,909,695 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,194 | TotalRevenueColumnAmt |
| Exclusion | $23,194 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $51,625 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $635,014 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $223,231 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$171,606 | TotalRevenueColumnAmt |
| Exclusion | -$171,606 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $487 | GamingGrossIncomeAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $487 | TotalRevenueColumnAmt |
| Exclusion | $487 | ExclusionAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,428,924 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,909,695 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$147,925 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,040,992 | TotalAmt |
| Program Services | $862,597 | ProgramServicesAmt |
| Management And General | $83,848 | ManagementAndGeneralAmt |
| Fundraising | $94,547 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,730,822 | TotalAmt |
| Program Services | $3,091,471 | ProgramServicesAmt |
| Management And General | $300,504 | ManagementAndGeneralAmt |
| Fundraising | $338,847 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,449 | TotalAmt |
| Program Services | $512,465 | ProgramServicesAmt |
| Management And General | $54,868 | ManagementAndGeneralAmt |
| Fundraising | $38,116 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,634 | TotalAmt |
| Program Services | $282,000 | ProgramServicesAmt |
| Management And General | $34,242 | ManagementAndGeneralAmt |
| Fundraising | $31,392 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,530 | TotalAmt |
| Program Services | $44,321 | ProgramServicesAmt |
| Management And General | $56,209 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,633 | TotalAmt |
| Program Services | $108,490 | ProgramServicesAmt |
| Management And General | $51 | ManagementAndGeneralAmt |
| Fundraising | $92 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,089 | TotalAmt |
| Program Services | $12,763 | ProgramServicesAmt |
| Fundraising | $326 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,654 | TotalAmt |
| Program Services | $214,741 | ProgramServicesAmt |
| Management And General | $18,913 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,524 | TotalAmt |
| Program Services | $32,504 | ProgramServicesAmt |
| Management And General | $29,020 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD COSTS | $4,090,164 | $4,090,164 | ||
| CONSULTANTS | $626,353 | $363,221 | $96,004 | $167,128 |
| AUTO | $493,125 | $493,125 | ||
| SUPPLIES | $400,994 | $240,510 | $117,039 | $43,445 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,204,031 | TotalAmt |
| Program Services | $947,077 | ProgramServicesAmt |
| Management And General | $128,700 | ManagementAndGeneralAmt |
| Fundraising | $128,254 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,056,994 | TotalAmt |
| Program Services | $11,295,449 | ProgramServicesAmt |
| Management And General | $919,398 | ManagementAndGeneralAmt |
| Fundraising | $842,147 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,065,517 | BOYAmt |
| EOY | $1,555,334 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,450,489 | BOYAmt |
| EOY | $3,534,527 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,032,029 | BOYAmt |
| EOY | $2,223,091 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,010 | BOYAmt |
| EOY | $219,501 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,499,734 | BOYAmt |
| EOY | $12,165,618 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,181 | BOYAmt |
| EOY | $224,014 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,594,020 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,515,880 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,538,519 | BOYAmt |
| EOY | $2,078,140 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,324,792 | BOYAmt |
| EOY | $2,432,874 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $487,716 | BOYAmt |
| EOY | $255,969 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,762,987 | BOYAmt |
| EOY | $24,689,068 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,402 | BOYAmt |
| EOY | $570,748 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,200,000 | BOYAmt |
| EOY | $2,200,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,734 | BOYAmt |
| EOY | $240,792 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,731,136 | BOYAmt |
| EOY | $3,011,540 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,782,935 | BOYAmt |
| EOY | $10,829,429 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,248,916 | BOYAmt |
| EOY | $10,848,099 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,031,851 | BOYAmt |
| EOY | $21,677,528 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,762,987 | BOYAmt |
| EOY | $24,689,068 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $371,930 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $273,793 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$46 | InvestmentExpenseAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,488,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,625,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,492,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,388,447 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,667,154 | CurrentTaxYearAmt |
| Total | $53,662,268 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,488,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,625,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,492,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,388,447 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,667,154 | CurrentTaxYearAmt |
| Total | $53,662,268 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,815,050 | SubstantialContributorsTotAmt |
| Public Support Total170 | $51,847,218 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $201,863 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $166,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,062 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,177 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,194 | CurrentTaxYearAmt |
| Total | $449,440 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $120,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $238,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $393,690 | CurrentTaxYearMinus1YearAmt |
| Total | $753,004 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $54,864,712 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,081,424 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94500 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92200 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $975,608 | BeginningYearBalanceAmt |
| Contributions | $101 | ContributionsAmt |
| Investment Earnings Or Losses | $100,926 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $49,207 | OtherExpendituresAmt |
| End Year Balance | $1,027,428 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,158,495 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$122,434 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,453 | OtherExpendituresAmt |
| End Year Balance | $975,608 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $953,828 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $260,191 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $55,524 | OtherExpendituresAmt |
| End Year Balance | $1,158,495 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $966,607 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $38,780 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $51,559 | OtherExpendituresAmt |
| End Year Balance | $953,828 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $951,795 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $59,813 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $45,001 | OtherExpendituresAmt |
| End Year Balance | $966,607 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.73800 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,137,527 | OtherCostOrOtherBasisAmt |
| Depreciation | $277,592 | DepreciationAmt |
| Book Value | $859,935 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,456,493 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,238,288 | DepreciationAmt |
| Book Value | $1,218,205 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,078,140 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO SHC | $21,388 |
| OPERATING LEASE LIABILITY | $44,320 |
| RESTRICTED RESERVE | $175,084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $240,792 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,216,800 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $273,793 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $610,200 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $3,903,929 | OtherRevenueAmt |
| Revenue Not Reported | $4,787,922 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,428,878 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $46 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $46 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,428,924 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,951,388 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $610,200 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,284,194 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,894,394 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,056,994 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $13,056,994 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | EXPERIENCE OF A LIFE TIME | Event1Nm |
| Gross Receipts Event1 | $686,639 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $635,014 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $51,625 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $223,231 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $686,639 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $635,014 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $51,625 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $223,231 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $223,231 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$171,606 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| EDITH GLASSEY | ||||
| CPO | $151,475 | $4,218 | $12,182 | $167,875 |
| MELINDA FORSTEY | ||||
| COO | $179,962 | $5,387 | $5,466 | $190,815 |
| PAUL DOWNEY | ||||
| President & CEO | $291,891 | $7,869 | $24,661 | $324,421 |
| SUE SCHAFFNER | ||||
| CFO | $152,755 | $4,498 | $12,509 | $169,762 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| FAIRMOUNT SHC HOUSING LLC | |||||||
| 525 14TH ST STE 200 | SAN DIEGO | CA | 92101 | 820838752 | RENTAL APARTMENTS | CA | SENIOR HOUSING CORPORATION |
| RAMONA SHC HOUSING LLC | |||||||
| 525 14TH ST STE 200 | SAN DIEGO | CA | 92101 | 820851370 | RENTAL APARTMENTS | CA | SENIOR HOUSING CORPORATION |
| NEW PALACE MGP SHC LLC | |||||||
| 525 14TH ST STE 200 | SAN DIEGO | CA | 92101 | 822385428 | RENTAL APARTMENTS | CA | SENIOR HOUSING CORPORATION |
| MT ETNA SENIOR HOUSING LLC | |||||||
| 525 14TH ST STE 200 | SAN DIEGO | CA | 92101 | 844899172 | RENTAL APARTMENTS | CA | SENIOR HOUSING CORPORATION |
| SAN DIEGO SHC HOUSING LLC | |||||||
| 525 14TH ST STE 200 | SAN DIEGO | CA | 92101 | 873770462 | RENTAL APARTMENTS | CA | SENIOR HOUSING CORPORATION |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SENIOR HOUSING CORPORATION | ||||||||||
| 525 14TH ST STE 200 | SAN DIEGO | CA | 92101 | 330909249 | LOW/MODERATE INCOME HOUSING | CA | 501(c)(3) | 10 | N/A | false |
| CITY HEIGHTS SENIOR HOUSING CORPORATION | ||||||||||
| 525 14TH ST STE 200 | SAN DIEGO | CA | 92101 | 204303474 | LOW/MODERATE INCOME HOUSING | CA | 501(c)(3) | 10 | N/A | false |
| WEST SENIOR WELLNESS CENTER | ||||||||||
| 525 14TH ST STE 200 | SAN DIEGO | CA | 92101 | 270297631 | CARRYING SERV. SNR.'S CHARITABLE PURPOSE | CA | 501(c)(3) | 12 | N/A | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|
| MARKET SQUARE MANOR ASSOCIATES LP | ||||||||||
| 5993 AVENIDA ENCINAS SUITE 101 | CARLSBAD | CA | 92008 | 330939545 | REAL ESTATE | CA | SHC - PT II | Yes (true) | Yes (true) | 0.00010 |
| CITY HEIGHTS SQUARE LP | ||||||||||
| 5993 AVENIDA ENCINAS STE 101 | CARLSBAD | CA | 92008 | 203616099 | REAL ESTATE | CA | CHSHC -PT II | false | Yes (true) | 0.00010 |
| RAMONA SENIORS CIC LP | ||||||||||
| 5993 AVENIDA ENCINAS STE 101 | CARLSBAD | CA | 92008 | 822012179 | REAL ESTATE | CA | SHC - PT II | false | false | 0.00005 |
| HDP BROADWAY MANAGEMENT LLC | ||||||||||
| 701 B STREET SUITE 530 | SAN DIEGO | CA | 92101 | 463982509 | REAL ESTATE | CA | SHC - PT II | false | false | 0.21000 |
| HDP NEW PALACE MANAGEMETN LLC | ||||||||||
| 701 B STREET SUITE 530 | SAN DIEGO | CA | 92101 | 813525385 | REAL ESTATE | CA | SHC - PT II | false | false | 0.21000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HDP WEST PARK MANAGEMENT LLC | ||||||||||||
| 701 B STREET STE 530 | SAN DIEGO | CA | 92101 | 823106634 | REAL ESTATE | CA | SHC - PT II | C CORP | $1,541 | 0.21000 | false | |
| HDP MARINERS VILLAGE MANAGEMENT LLC | ||||||||||||
| 1122 BROADWAY STE 300 | SAN DIEGO | CA | 92101 | 842599080 | REAL ESTATE | CA | SHC - PT II | C CORP | $2,158 | 0.21000 | false | $1,890,747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SENIOR HOUSING CORPORATION | ||
| e | $21,388 | COST |
| WEST SENIOR WELLNESS CENTER | ||
| d | $18,912 | COST |