ELDERHELP OF SAN DIEGO: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ELDERHELP OF SAN DIEGO (EIN 95-2880426)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-26
- IRS object ID
- 202410869349300226
- 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 | 2024-03-26T20:38:12-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LING & BOUMAN CPA'S LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4669 MURPHY CYN RD STE 130 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | 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 | 952880426 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELDERHELP OF SAN DIEGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELDE | BusinessNameControlTxt |
| Phone | 6192849281 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5095 MURPHY CANYON RD SUITE 100 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH MARTIN | PersonNm |
| Person Title | CEO/EXEC DIRECTOR | PersonTitleTxt |
| Phone | 6192849281 | PhoneNum |
| Signature | 2024-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBORAH | PersonFirstNm |
| Person Last | MARTIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | KRISTI POLLARD | PreparerPersonNm |
| PTIN | P10747652 | PTIN |
| Phone | 8584674770 | PhoneNum |
| Preparation | 2024-03-11 | PreparationDt |
| 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) |
|---|---|---|
| Special Condition | EXTENDED TO MAY 15 2024 | SpecialConditionDesc |
| Principal Officer | DEBORAH MARTIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5095 MURPHY CANYON RD SUITE 100 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,821,869 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ELDERHELPOFSANDIEGO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES SERVICES THAT HELP SENIORS REMAIN INDEPENDENT AND LIVE WITH DIGNITY IN THEIR OWN HOME. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 35 | TotalEmployeeCnt |
| Total Volunteers | 330 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,348,463 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,007,339 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $561,408 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $496,868 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,839 | PYInvestmentIncomeAmt |
| CY Investment Income | $31,194 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$7,339 | PYOtherRevenueAmt |
| CY Other Revenue | -$18,073 | CYOtherRevenueAmt |
| PY Total Revenue | $1,917,371 | PYTotalRevenueAmt |
| CY Total Revenue | $2,517,328 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,350,373 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,628,018 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $218,588 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $387,448 | PYOtherExpensesAmt |
| CY Other Expenses | $439,466 | CYOtherExpensesAmt |
| PY Total Expenses | $1,737,821 | PYTotalExpensesAmt |
| CY Total Expenses | $2,067,484 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $179,550 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $449,844 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,340,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,918,829 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $145,417 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $215,387 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,194,953 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,703,442 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ELDERHELP OF SAN DIEGO, INC. IS A CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION FORMED FOR THE PURPOSE OF PROVIDING PERSONALIZED SERVICES, INFORMATION, AND COORDINATED CARE TO HELP SAN DIEGO'S SENIORS REMAIN INDEPENDENT AND LIVE WITH DIGNITY IN THEIR OWN HOMES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $920,845 | ExpenseAmt |
| Revenue | $100,355 | RevenueAmt |
| Desc | CARE COORDINATION PROVIDES PROFESSIONAL GERIATRIC CARE MANAGERS WHO ASSESS SENIORS' NEEDS FOR SERVICES, DEVELOP CARE PLANS, AND MAINTAIN REGULAR CONTACT TO LENGTHEN THE TIME SENIORS CAN REMAIN AT HOME AND POSTPONE PLACEMENT INTO LONG TERM CARE OR OTHER OPTIONS. ALSO, THROUGH CARE COORDINATION, THE ORGANIZATION'S POOL OF VOLUNTEERS OFFERS REGULARLY SCHEDULED GROCERY SHOPPING, PANTRY DELIVERIES, FRIENDLY VISITING, GARDENING AND HOME REPAIRS, ASSISTANCE WITH TRANSPORTATION TO MEDICAL APPOINTMENTS AND OTHER SIMILAR ASSISTANCE TO SENIORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $647,149 | ExpenseAmt |
| Revenue | $266,185 | RevenueAmt |
| Desc | HOUSING SERVICES PROVIDES ASSISTANCE TO SENIORS IN NEED OF AFFORDABLE HOUSING OPTIONS INCLUDING RESIDENTIAL LIVING SOCIAL SERVICES AND ROOMMATE PLACEMENT SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $172,021 | ExpenseAmt |
| Revenue | $130,328 | RevenueAmt |
| Desc | SENIORS A GO GO PROVIDES ESCORTED DOOR-TO-DOOR TRANSPORTATION. THE ORGANIZATION'S DRIVERS PICK UP MEMBERS AT THEIR DOOR, ASSIST THE MEMBER DURING THEIR APPOINTMENT OR ERRAND, AND MAKE SURE THEY GET HOME. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,740,015 | 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 | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | 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 | false | 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 | false | DisregardedEntityInd |
| Related Entity | false | 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 35 | 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 |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH MARTIN | PersonNm |
| Phone | 6192849281 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5095 MURPHY CANYON RD SUITE 100 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| DEBORAH MARTIN | ||||||
| CEO/EXEC DIR | 40.00 | Yes (X) | $108,624 | $0 | $21,565 | |
| MARINA BAROFF | ||||||
| VICE PRESIDE | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CANDICE CAUFIELD | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRYAN DEVORE | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARY EVERT | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BRENDAN FARRELLY | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOE GARBANZOS | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ANDREA HOGAN | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SARAH MARIUZ | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MONICA MEHREN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PATTY MOISES | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JULIE MOORE | ||||||
| TREASURER | 1.50 | $0 | $0 | $0 | Yes (X) | |
| NIKKI OSTREM | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JUSTIN WEBER | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RUSSELL WINSLOW | ||||||
| PAST PRESIDE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $108,624 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $21,565 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $128,801 | FundraisingAmt |
| Government Grants | $441,544 | GovernmentGrantsAmt |
| All Other Contributions | $1,436,994 | AllOtherContributionsAmt |
| Total Contributions | $2,007,339 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT REVENUE | 900099 | $481,552 | $481,552 |
| CLIENT VOLUNTARY PAYMENT | 900099 | $15,316 | $15,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $496,868 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,084 | TotalRevenueColumnAmt |
| Exclusion | $35,084 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $282,578 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $286,468 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,890 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,890 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$3,890 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $128,801 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $18,073 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,073 | TotalRevenueColumnAmt |
| Exclusion | -$18,073 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,517,328 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $492,978 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $17,011 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,335 | TotalAmt |
| Program Services | $82,751 | ProgramServicesAmt |
| Management And General | $16,550 | ManagementAndGeneralAmt |
| Fundraising | $11,034 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,269,361 | TotalAmt |
| Program Services | $1,079,395 | ProgramServicesAmt |
| Management And General | $49,311 | ManagementAndGeneralAmt |
| Fundraising | $140,655 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,993 | TotalAmt |
| Program Services | $120,616 | ProgramServicesAmt |
| Management And General | $9,346 | ManagementAndGeneralAmt |
| Fundraising | $11,031 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,329 | TotalAmt |
| Program Services | $89,417 | ProgramServicesAmt |
| Management And General | $6,258 | ManagementAndGeneralAmt |
| Fundraising | $11,654 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,400 | TotalAmt |
| Program Services | $16,192 | ProgramServicesAmt |
| Management And General | $736 | ManagementAndGeneralAmt |
| Fundraising | $1,472 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,430 | TotalAmt |
| Management And General | $6,430 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,573 | TotalAmt |
| Program Services | $16,263 | ProgramServicesAmt |
| Management And General | $297 | ManagementAndGeneralAmt |
| Fundraising | $1,013 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,079 | TotalAmt |
| Program Services | $724 | ProgramServicesAmt |
| Management And General | $20 | ManagementAndGeneralAmt |
| Fundraising | $8,335 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,480 | TotalAmt |
| Program Services | $27,410 | ProgramServicesAmt |
| Management And General | $1,831 | ManagementAndGeneralAmt |
| Fundraising | $4,239 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,420 | TotalAmt |
| Program Services | $44,159 | ProgramServicesAmt |
| Management And General | $1,870 | ManagementAndGeneralAmt |
| Fundraising | $8,391 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,185 | TotalAmt |
| Program Services | $75,924 | ProgramServicesAmt |
| Management And General | $3,438 | ManagementAndGeneralAmt |
| Fundraising | $6,823 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,597 | TotalAmt |
| Program Services | $32,027 | ProgramServicesAmt |
| Management And General | $877 | ManagementAndGeneralAmt |
| Fundraising | $1,693 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,635 | TotalAmt |
| Program Services | $2,173 | ProgramServicesAmt |
| Fundraising | $1,462 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,667 | TotalAmt |
| Program Services | $8,854 | ProgramServicesAmt |
| Management And General | $533 | ManagementAndGeneralAmt |
| Fundraising | $1,280 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,329 | TotalAmt |
| Program Services | $21,430 | ProgramServicesAmt |
| Management And General | $1,489 | ManagementAndGeneralAmt |
| Fundraising | $2,410 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CLIENT GOODS AND SERVICES | $66,497 | $66,302 | $61 | $134 |
| DEVELOPMENT | $22,585 | $18,921 | $1,592 | $2,072 |
| EQUIPMENT | $21,502 | $17,090 | $1,129 | $3,283 |
| MERCHANT AND BANK FEES | $12,533 | $4,871 | $6,463 | $1,199 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,554 | TotalAmt |
| Program Services | $15,496 | ProgramServicesAmt |
| Management And General | $650 | ManagementAndGeneralAmt |
| Fundraising | $408 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,067,484 | TotalAmt |
| Program Services | $1,740,015 | ProgramServicesAmt |
| Management And General | $108,881 | ManagementAndGeneralAmt |
| Fundraising | $218,588 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $561,089 | BOYAmt |
| EOY | $477,526 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $892,020 | BOYAmt |
| EOY | $543,415 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,200 | BOYAmt |
| EOY | $90,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,543 | BOYAmt |
| EOY | $83,713 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,355 | BOYAmt |
| EOY | $32,944 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,319 | BOYAmt |
| EOY | $1,511,341 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,333 | BOYAmt |
| EOY | $10,667 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,511 | BOYAmt |
| EOY | $169,223 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,340,370 | BOYAmt |
| EOY | $2,918,829 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,417 | BOYAmt |
| EOY | $215,387 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,417 | BOYAmt |
| EOY | $215,387 | 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 | $1,757,169 | BOYAmt |
| EOY | $2,427,933 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,784 | BOYAmt |
| EOY | $275,509 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,194,953 | BOYAmt |
| EOY | $2,703,442 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,340,370 | BOYAmt |
| EOY | $2,918,829 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $449,844 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $52,215 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | $6,430 | InvestmentExpenseAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $1,128,969 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,444,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,903,371 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,348,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,301,098 | CurrentTaxYearAmt |
| Total | $7,126,554 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,128,969 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,444,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,903,371 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,348,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,301,098 | CurrentTaxYearAmt |
| Total | $7,126,554 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $578,778 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,547,776 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,799 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,181 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,777 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,957 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,084 | CurrentTaxYearAmt |
| Total | $102,798 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,718 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,152 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,807 | CurrentTaxYearMinus2YearsAmt |
| Total | $70,677 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,300,029 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $496,868 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96730 | 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 | $150,062 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,393 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $162,454 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $163,144 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$12,332 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $150,062 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,192 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,952 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $163,144 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $136,295 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,797 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $141,192 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $130,406 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,898 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $136,395 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ENDOWMENT | $149,360 |
| ENDOWMENT - FOUNDATION | $13,094 |
| DEPOSITS | $6,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $169,223 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,630,146 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $52,215 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $60,603 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $112,818 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,517,328 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,517,328 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,121,656 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $60,603 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $60,603 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,061,053 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $6,431 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $6,431 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,067,484 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE ENDOWMENT FUND WAS ESTABLISHED IN AN ACCOUNT TO SUPPORT GENERAL OPERATIONS AND WAS CREATED OVER TIME VIA DONATIONS FROM A VARIETY OF DONORS, MANY OF WHICH RESPONDED TO A MULTI-YEAR CAMPAIGN. THE ENDOWMENT FUNDS ARE IN TRUSTS HELD FOR THE ORGANIZATION IN THE ELDERHELP OF SAN DIEGO FUND AT SAN DIEGO FOUNDATION AND WITH CHARLES SCHWAB. |
| SCHEDULE D, PAGE 3, PART X | SINCE THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX LIABILITY, NO PROVISION IS MADE FOR CURRENT OR DEFERRED INCOME TAXES. THE ORGANIZATION USES THE SAME ACCOUNTING METHODS FOR TAX AND FINANCIAL REPORTING. THE ORGANIZATION FOLLOWS THE PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN FASB ASC NO. 740. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION INFORMATION RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPECIAL EVENTS | Event1Nm |
| Gross Receipts Event1 | $128,801 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $128,801 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $18,073 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $128,801 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $128,801 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $18,073 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $18,073 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$18,073 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | ELDERHELP OF SAN DIEGO, INC. IS A CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION FORMED FOR THE PURPOSE OF PROVIDING PERSONALIZED SERVICES, INFORMATION, AND COORDINATED CARE TO HELP SAN DIEGO'S SENIORS REMAIN INDEPENDENT AND LIVE WITH DIGNITY IN THEIR OWN HOMES. |
| FORM 990, PAGE 6, PART VI, LINE 11B | ELDERHELP MANAGEMENT REVIEWS FORM 990. AFTER PRELIMINARY APPROVAL FROM MANAGEMENT, THE BOARD OF DIRECTORS AND FINANCE COMMITTEE ARE PROVIDED A COPY OF FORM 990 FOR REVIEW AND COMMENTS PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH YEAR, THE CONFLICT OF INTEREST POLICY IS REVIEWED AT THE ANNUAL MEETING AND EVERY BOARD MEMBER IS REQUIRED TO SIGN A COPY OF THE POLICY. ANY DISCLOSURES ARE INCLUDED IN THE AUDIT NOTES. |
| FORM 990, PAGE 6, PART VI, LINE 15A | ELDERHELP'S EXECUTIVE COMMITTEE REVIEWS THE PERFORMANCE AND COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY. THE PROCESS CONSISTS OF DISCUSSION AND RESEARCH BY THE EXECUTIVE COMMITTEE TO DETERMINE BOTH (A) THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AS DETERMINED BY GOALS, STAFF SURVEYS, AND OTHER INFORMATION AS AVAILABLE, AND (B) RESEARCH INTO COMPARABLE NONPROFIT SALARIES AND COMPENSATION IN THE SAN DIEGO AND SOUTHERN CA REGION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | ELDERHELP'S EXECUTIVE COMMITTEE REVIEWS THE PERFORMANCE AND COMPENSATION OF OFFICERS OR KEY EMPLOYEES ANNUALLY. THE PROCESS CONSISTS OF DISCUSSION AND RESEARCH BY THE EXECUTIVE COMMITTEE TO DETERMINE BOTH (A) THE PERFORMANCE OF THE OFFICER OR KEY EMPLOYEE AS DETERMINED BY GOALS, STAFF SURVEYS, AND OTHER INFORMATION AS AVAILABLE, AND (B) RESEARCH INTO COMPARABLE NONPROFIT SALARIES AND COMPENSATION IN THE SAN DIEGO AND SOUTHERN CA REGION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PAGE 12, PART XII, LINE 2C | THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. |
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