2023-05-02T13:37:35-05:00 2022-06-30 861400078 EVERGREEN ALLIANCE PROFESSIONAL CORP 4332 CERRITOS AVE SUITE A105 LOS ALAMITOS CA 90720 990 2021-07-01 952880426 ELDERHELP OF SAN DIEGO ELDE 6192849281 5095 MURPHY CANYON ROAD 100 SAN DIEGO CA 92123 DEBORAH MARTIN CEO/EXECUTIVE DIRECTOR 6192849281 2023-04-30 1 DEBORAH MARTIN 999009999 REBECCA CHRISTIANSEN P01219191 7143728110 2023-04-30 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z DEBORAH MARTIN 5095 MURPHY CANYON ROAD 100 SAN DIEGO CA 92123 1930577 0 X WWW.ELDERHELPOFSANDIEGO.ORG X 1973 CA PROVIDES SERVICES THAT HELPS SENIORS REMAIN INDEPENDENT & LIVE WITH DIGNITY IN THEIR OWN HOMES. 13 13 31 330 0 0 1903371 1348463 68730 561408 16843 14839 20807 -7339 2009751 1917371 0 0 0 0 1219961 1350373 0 0 222825 416990 387448 1636951 1737821 372800 179550 2253361 2340370 155477 145417 2097884 2194953 ELDERHELP OF SAN DIEGO, INC. IS A CALIFORNIA NONPROFIT 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. 0 0 692590 78361 CARE COORDINATION PROVIDES PROFESSIONAL GERIATRIC CARE MANAGERS WHO ASSESS SENIORS' NEEDS FOR SERVICES, DEVELOP CARE PLANS, AND MAINTAIN REGULAR CONTACT TO LENGTHEN THE TIME THE SENIOR CAN REMAIN AT HOME AND POSTPONE PLACEMENT INTO LONG TERM CARE OR OTHER CARE 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. 537046 354961 HOUSING SERVICES PROVIDES ASSISTANCE TO SENIORS IN NEED OF AFFORDABLE HOUSING OPTIONS INCLUDING RESIDENTIAL LIVING SOCIAL SERVICES AND ROOMMATE PLACEMENT SERVICES. 169495 128086 SENIOR 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. 1399131 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 31 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X DEBORAH MARTIN 6192849281 5095 MURPHY CANYON ROAD 100 SAN DIEGO CA 92123 NIKKI OSTREM PRESIDENT 2.50 X X 0 0 0 ANDREA HOGAN VICE-PRESIDENT 2.50 X X 0 0 0 JULIE MOORE TREASUER 2.50 X X 0 0 0 CANDICE CAUFEILD SECRETARY 2.50 X X 0 0 0 RUSSELL WINSLOW PAST PRESIDENT 1.50 X 0 0 0 MARY EVERT DIRECTOR 2.50 X 0 0 0 BRENDAN FARRELLY DIRECTOR 1.50 X 0 0 0 JUDY WENKER DIRECTOR 1.00 X 0 0 0 SARAH MARIUZ DIRECTOR 1.00 X 0 0 0 MARINA BAROFF DIRECTOR 1.50 X 0 0 0 PATTY MOISES DIRECTOR 1.50 X 0 0 0 MONICA MEHREN DIRECTOR 1.50 X 0 0 0 JOE GARBANZOS DIRECTOR 2.50 X 0 0 0 DEBORAH MARTIN CEO/EXECUTIVE DIRECTOR 40.00 X 106382 0 14249 106382 0 14249 1 0 0 0 0 105366 451724 791373 10245 1348463 CONTRACT REVENUE 900099 545746 545746 CLIENT VOLUNTARY PAYME 900099 15662 15662 561408 14957 14957 5029 5147 -118 -118 -118 720 105366 8059 -7339 -7339 1917371 561408 0 7500 122756 92067 18413 12276 1048063 832669 59568 155826 87856 80531 3103 4222 91698 72360 6152 13186 14725 12198 723 1804 5033 5033 16766 9161 2749 4856 8282 6860 407 1015 32276 26830 1556 3890 56871 47111 2793 6967 76472 63311 3872 9289 23041 21856 620 565 1386 810 576 10667 8854 533 1280 20364 16625 1105 2634 CLIENT GOODS/SERVICES 75710 75710 RECRUITMENT/TRAINING 24894 21289 1038 2567 EQUIPMENT 12846 10641 631 1574 MERCHANT PROCESSING FEE 7265 7265 850 248 304 298 1737821 1399131 115865 222825 438964 561089 880494 892020 31000 4200 31299 91543 28521 32355 644506 586319 32000 21333 166577 151511 2253361 2340370 155477 145417 155477 145417 X 1614389 1757169 483495 437784 2097884 2194953 2253361 2340370 179550 -82481 0 X X 0 1 X 1 0 X 1431434 1128969 1444653 1903371 1348463 7256890 1431434 1128969 1444653 1903371 1348463 7256890 76611 7180279 14789 18799 18181 15777 14957 82503 13267 23718 26152 20807 83944 7423337 723286 0.96730 0.90070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 163144 -12332 750 150062 141192 21952 163144 136395 4797 141192 130406 5989 136395 120981 9425 130406 1.00000 1 0 0 BENEFICIAL INTEREST IN FUNDS HELD AT COMMUNITY FOUNDATION 12806 ENDOWMENT 132162 DEPOSITS 6543 151511 X 1894047 -82481 64190 -5033 -23324 1917371 0 1917371 1805037 64190 3026 67216 1737821 0 1737821 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 SDF AND WITH CHARLES SCHWAB. PART X, LINE 2: THE ORGANIZATION HAS RECEIVED TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE AND FRANCHISE TAX BOARD UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND TAXATION CODE SECTION 23701D, RESPECTIVELY. 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. MANAGEMENT HAS CONSIDERED ITS TAX POSITION 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. THE ORGANIZATION'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -5,033. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -5,033. SPECIAL EVENTS 8,059. 106086 105366 720 8059 106086 105366 720 8059 8059 -7339 FORM 990, PART VI, SECTION B, LINE 11B ELDERHELP MANAGEMENT REVIEWS THE FORM 990. AFTER PRELIMINARY APPROVAL, THE BOARD OF DIRECTORS AND FINANCE COMMITTEE ARE PROVIDED A COPY OF THE FORM 990 FOR REVIEW AND COMMENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, 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 SAN DIEGO AND SOUTHERN CALIFORNIA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR.