2022-02-02T18:27:59-06:00 2021-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 7676 HAZARD CENTER DRIVE STE 1300 SAN DIEGO CA 92108 990 2020-07-01 952880426 ELDERHELP OF SAN DIEGO ELDE 6192849281 5095 MURPHY CANYON ROAD NO 100 SAN DIEGO CA 92123 DEBORAH MARTIN CEO/EXECUTIVE DIRECTOR 6192849281 2022-01-13 1 DEBORAH MARTIN 999009999 DEBRA D SMITH P00646873 6198104940 2022-01-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X DEBORAH MARTIN 5095 MURPHY CANYON ROAD NO 100 SAN DIEGO CA 92123 2016385 0 X WWW.ELDERHELPOFSANDIEGO.ORG X 1973 CA PROVIDES SERVICES THAT HELPS SENIORS REMAIN INDEPENDENT & LIVE WITH DIGNITY IN THEIR OWN HOMES. 13 13 26 450 0 0 1444653 1903371 55591 68730 22410 16843 26152 20807 1548806 2009751 0 0 0 0 1049133 1219961 0 0 199342 342201 416990 1391334 1636951 157472 372800 1933796 2253361 306867 155477 1626929 2097884 X 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 1 782335 9225 CARE COORDINATION PROVIDES PROFESSIONAL GERIATRIC CARE MANAGERS WHO ASSESS SENIORS' NEED FOR SERVICES, DEVELOP CARE PLANS, AND MAINTAIN REGULAR CONTACT TO LENGTHEN THE TIME THE SENIOR CAN REMAIN AT HOME AND AVOID PLACEMENT IN A NURSING FACILITY. ALSO, THROUGH CARE COORDINATION, ELDERHELP'S POOL OF VOLUNTEERS OFFER REGULARLY SCHEDULED GROCERY SHOPPING, FRIENDLY VISITING, GARDENING AND HOME REPAIRS, ASSISTANCE WITH TRANSPORTATION TO MEDICAL APPOINTMENTS, AND OTHER SIMILAR ASSISTANCE TO SENIORS. 403043 59505 HOUSING SERVICES PROVIDES ASSISTANCE TO SENIORS IN NEED OF AFFORDABLE HOUSING OPTIONS INCLUDING RESIDENTIAL LIVING SOCIAL SERVICES AND ROOMMATE PLACEMENT SERVICES. 163656 SENIORS A GO GO PROVIDES ESCORTED DOOR-TO AND THRU-DOOR TRANSPORTATION. ELDERHELP DRIVERS WILL PICK UP MEMBERS AT THEIR DOOR, ASSIST THE MEMBER DURING THEIR APPOINTMENT OR ERRAND AND MAKE SURE THEY GET HOME. 1349034 1 1 0 0 0 0 0 0 0 0 1 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 1 0 0 0 0 0 0 0 0 1 8 0 1 26 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 X X DEBORAH MARTIN 6192849281 5095 MURPHY CANYON RD 100 SAN DIEGO CA 92123 RUSSELL WINSLOW PAST PRESIDENT 2.00 X X 0 0 0 BILL EIFFERT TREASURER 2.00 X X 0 0 0 GABRIELLE OSTREM PRESIDENT 2.00 X X 0 0 0 CANDICE CAUFIELD SECRETARY 2.00 X X 0 0 0 MARY EVERT VICE PRESIDENT 2.00 X X 0 0 0 BRENDAN FARRELLY DIRECTOR 1.00 X 0 0 0 JOE GARBANZOS DIRECTOR 1.00 X 0 0 0 JUDY WENKER DIRECTOR 1.00 X 0 0 0 KRISTEN RUTH DIRECTOR 1.00 X 0 0 0 SARAH MARIUZ DIRECTOR 1.00 X 0 0 0 MARINA BAROFF DIRECTOR 1.00 X 0 0 0 ANDREA HOGAN DIRECTOR 1.00 X 0 0 0 JULIE MOORE DIRECTOR 1.00 X 0 0 0 DEBORAH MARTIN EXECUTIVE DIRECTOR 40.00 X 97470 0 12714 97470 0 12714 0 0 0 0 0 109324 574130 1219917 37648 1903371 CONTRACT REVENUE 900099 68730 68730 68730 15777 15777 1066 0 1066 1066 1066 27441 109324 6634 20807 20807 2009751 68730 0 37650 116804 87603 23361 5840 935238 771596 40951 122691 17174 12947 872 3355 71034 69399 458 1177 79711 65364 4427 9920 15299 10934 282 4083 3888 3888 34202 25097 1009 8096 12292 10391 27 1874 18846 14043 1621 3182 50570 41835 1090 7645 80993 67890 4882 8221 13483 13143 228 112 12314 10058 1789 467 1906 1639 267 13356 11486 401 1469 CLIENT GOODS/SERVICES 100877 100877 0 0 DONATED NONCASH ITEMS 37648 19700 17948 EQUIPMENT 12240 10136 1240 864 MISCELLANEOUS 5609 2670 815 2124 3467 2226 967 274 1636951 1349034 88575 199342 165264 438964 924747 875320 40579 31000 57515 31299 20623 32798 72342 40342 33906 32000 549970 648836 141192 163144 1933796 2253361 122067 155477 184800 0 306867 155477 X 1072044 1614389 554885 483495 1626929 2097884 1933796 2253361 372800 98155 0 X 0 1 X 1 0 X 1451775 1431434 1128969 1444653 1903371 7360202 1451775 1431434 1128969 1444653 1903371 7360202 574504 6785698 12945 14789 18799 18181 15777 80491 9495 13267 23718 26152 20807 93439 7534132 175905 0.90070 0.85450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 141192 21952 163144 136395 4797 141192 130406 5989 136395 120981 9425 130406 108919 12062 120981 1.00000 1 0 72342 40342 32000 32000 BENEFICIAL INTEREST AND ENDOWMENT 163144 163144 X 2131430 98155 45360 143515 1987915 3888 17948 21836 2009751 1660475 45360 45360 1615115 3888 17948 21836 1636951 PART V, LINE 4: THE ENDOWMENT FUND WAS CREATED OVER TIME VIA DONATIONS FROM A VARIETY OF DONORS, MANY OF WHICH RESPONDED TO A MULTI-YEAR CAMPAIGN. THE ENDOWMENT FUNDS ARE ALSO IN A TRUST HELD FOR THE ORGANIZATION IN THE ELDERHELP OF SAN DIEGO FUND AT SDF. PART X, LINE 2: THE ORGANIZATION FOLLOWS ACCOUNTING STANDARDS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENT OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2021 AND 2020 AND THEREFORE NO AMOUNTS HAVE BEEN ACCRUED. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONATED AUCTION ITEMS 17,948. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONATED AUCTION ITEMS 17,948. ESSENCE OF LIFE 136765 109324 27441 6634 136765 109324 27441 6634 6634 20807 X 3 1125 FMV X 2605 FMV X FOOD & BEVERAGES & COOKING CLASSES 23 28037 FMV X ACCOMODATION AND TRAVEL 1 3000 FMV X GIFT CERTIFICATES AND MISC 16 2307 FMV X SPORTS TICKETS 1 574 FMV 0 0 1 PART I, LINE 32B: THE ORGANIZATION UTILIZES A FREE MEMBERSHIP SUBSCRIPTION TO "DONATION MATCH" FOR THE SOLICITATION OF NON-CASH CONTRIBUTIONS. DONATION MATCH IS AN ONLINE PORTAL THAT ASSISTS IN MATCHING NON-CASH DONATIONS FROM COMPANIES WITH NONPROFITS IN NEED. FORM 990, PART III, LINE 3 ELDERHELP CONTINUED BUSINESS DURING COVID BUT MADE SOME CHANGES TO PROGRAMS INCLUDING A SIGNIFICANT INCREASE IN VIRTUAL AND TELEPHONIC CARE COORDINATION, AND PANTRY/FOOD DELIVERY SERVICES. 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.