2019-11-15T10:50:27-08:00 2019-06-30 952076568 Leaf & Cole LLP 2810 Camino Del Rio South Suite 200 San Diego CA 921083820 990 2018-07-01 952850121 SERVING SENIORS SERV 6192356572 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 PAUL DOWNEY President & CEO 2019-11-15 true MICHAEL J ZIZZI P00085553 6192947200 X 2018 2020-03-31 21:24:44Z PAUL DOWNEY 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 8514118 false false X http://servingseniors.org X 1970 CA 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. 15 15 92 1114 0 5138393 6488423 844957 752396 291400 273921 268667 122995 6543417 7637735 0 0 3429417 3584204 0 424166 2928906 3564258 6358323 7148462 185094 489273 18331797 18816710 5813066 5664961 12518731 13151749 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. false false 3460481 NUTRITION - Serving Seniors Senior Nutrition Program ensures more than 4,000 low-income seniors have access to a nutritious diet, providing 640,000 congregate and home-delivered meals a year. Meals are served from 11 congregate sites across San Diego County including our Gary & Mary West Senior Wellness Center, and delivered directly to over 600 homebound seniors a day. 1510509 29124 HEALTH AND SOCIAL SERVICES - Serving Seniors team of nurses, social service case managers, and care navigators provides an array of integrated health and social services to address low-income seniors; wraparound wellness needs.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 cash managers fill the role of a caring family member, providing a helping hand and a listening ear. 913571 696812 HOUSING - Serving 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 permanent affordable 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 affiliate entities Senior Housing Corporation and City Heights Senior Housing Corporation own 412 units of affordable senior housing. Serving Seniors provides meals, social services and socialization opportunities to senior residents. 5884561 true true false false false false false false false true true false false true true true false true false false false false false false true false false false false true false false false false false false false false false false false true false false false true true false false false true 30 0 false 92 true false false false false false false true true false 0 false false false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false CA X Sue Schaffner 6192356572 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 GWENMARIE HILLEARY Director 0.50 0.00 X 0 0 0 JOY DELMAN Director 0.50 0.00 X 0 0 0 ROBERT BORTHWICK Director 0.50 0.00 X 0 0 0 LINA ERICSSON Director 0.50 0.00 X 0 0 0 DALE GOLDMAN Director 0.50 0.00 X 0 0 0 TED LANGE SR Director 0.50 0.00 X 0 0 0 JARVIS MUELLER Director 0.50 0.00 X 0 0 0 SIMON SILVA Director 0.50 0.00 X 0 0 0 DEBORAH LINGGI Director 0.50 0.00 X 0 0 0 ARLENE PRATER BOARD CHAIR 0.50 0.00 X X 0 0 0 JONI LOW Director 0.50 0.00 X 0 0 0 JORDAN MEYERS Director 0.50 0.00 X 0 0 0 MATTHEW STRAUSS Director 0.50 0.00 X 0 0 0 LOWELL POTIKER Director 0.50 0.00 X 0 0 0 LAURA WEST Director 0.50 0.00 X 0 0 0 Edith Glassey VP PHILANTHROPY 40.00 0.00 X 0 0 0 MELINDA FORSTEY COO 40.00 3.00 X 127784 0 8226 RICHARD ROARK PY CFO 40.00 0.00 X 52353 0 7426 PAUL DOWNEY President & CEO 40.00 3.00 X 217679 0 23490 LORI GREMEL CDO/EAO 40.00 0.00 X 138305 0 11112 GISELLE BEETS VP OPERATIONS 40.00 0.00 X 86896 0 1112 SUE SCHAFFNER CFO 40.00 3.00 X 75121 0 2194 JENNIFER SINNOTT VP HEALTH 40.00 0.00 X 21777 0 1577 719915 55137 3 false true false KEYSTONE MANAGEMENT GROUP - SARA FRANCES HOME 6421 dwane ave SAN DIEGO CA 921203924 RENTAL PAYMENTS THP 128025 KAISER FOUNDATION HEALTH PLAN INC FILE 5915 LOS ANGELES CA 900745915 HEALTH INSURANCE 107149 2 161620 4078668 2248135 124834 6488423 HOUSING SERVICES 624200 696812 696812 MISC AND REBATES 624100 26460 26460 RESIDENT SERVICES 624100 29124 29124 752396 201863 201863 0 0 0 844927 772869 72058 72058 72058 224225 161620 103514 120711 120711 2284 2284 0 0 7637735 824454 322574 0 0 0 0 779936 642037 91620 46279 0 2253688 1678217 317249 258222 0 334375 254784 53337 26254 216205 164418 28795 22992 0 0 0 0 0 0 0 0 0 0 0 126183 126183 10128 8672 1053 403 0 0 145102 141536 3566 0 67938 66288 1650 51010 9022 41988 FOOD COST 2062119 2061950 169 SUPPLIES & OFFICE 244702 133593 94682 16427 REPAIRS & MAINTENANCE 190849 190736 113 SPECIFIC ASSISTANCE 185227 185173 54 481000 221952 205459 53589 7148462 5884561 839735 424166 311984 328078 205188 55917 481092 845848 129067 180074 0 0 12499734 12499734 0 123558 143256 1638121 886571 705760 751550 2404427 2399923 0 0 0 1470987 1612330 18331797 18816710 377469 345302 159608 3200000 3200000 2075989 2119659 5813066 5664961 X 2316356 2766515 9444723 757652 10385234 12518731 13151749 18331797 18816710 489273 -7243 150988 X false true X true true true X 5187347 4846248 4781595 5138393 6488423 26442006 0 0 5187347 4846248 4781595 5138393 6488423 26442006 3349378 23092628 310389 333627 235230 195120 201863 1276229 378395 437323 136438 232125 122995 1307276 94041 120947 1767534 36542 2019064 31044575 0.74390 0.83900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 951795 59813 45001 966607 928153 73391 49749 951795 876761 97145 45753 928153 900842 20290 44371 876761 927104 20583 46845 900842 0.78380 0.21620 true false false 713719 128269 585450 924402 758302 166100 751550 ACCRUED INTEREST RECEIVABLE 1604750 DUE FROM SHC 1612330 ACCRUED INTEREST PAYABLE 1605109 ACCRUED VACATION 171901 DUE TO SHC 5361 DUE TO WSWC 138687 PAYROLL LIABILITIES 198601 2119659 X 7944503 -7243 114840 199171 306768 7637735 7637735 7503140 114840 239838 354678 7148462 7148462 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 is a public charity and is 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 it has appropriate support for any tax position taken, and as such, does not have any uncertain tax positions that are material to the financial statements. This entity is not a private foundations.Serving Senior's Returns of Organization Exempt from Income Tax for the years ended June 30, 2019, 2018, 2017, AND 2016 are subject to examination by the Internal Revenue Service and State taxing authorities, generally the 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 SHC SUBSIDIARY INCOME $114809 CHSHC SUBSIDIARY INCOME $-52 SPECIAL EVENT EXPENSE $84414 Part XII, Line 2d: Other expenses and losses per audited F/S WSWC SUBSIDIARY EXPENSE $155424 SPECIAL EVENT EXPENSE $84414 X X X X X X X false EXPERIENCE OF A LIFE TIME 385845 161620 224225 9248 49922 3000 41344 385845 161620 224225 9248 49922 3000 41344 103514 120711 X X X X false false false false false false false false false false PAUL DOWNEY President & CEO 197679 20000 1424 22066 241169 1 12000 FMV 6 112834 FMV false false false Form 990, Part VI, Line 11b: Form 990 Review Process THE FORM 990 IS POSTED TO THE BOARD MEMBER ONLY SECTION OF THE SERVING SENIORS WEBSITE FOR MEMBERS TO REVIEW. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts THE BOARD SIGNS THE CONFLICT OF INTEREST POLICY ANNUALLY. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees 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, Line 19: Other Organization Documents Publicly Available UPON REQUEST FORM 990, PART X, LINES 27-29: NET ASSETS The organization has adopted the principles of FASB ASU No. 2016-14 (ASC 958) for its audited financial statements for the year ended JUNE 30, 2019. To date, Form 990 and its associated schedules have not been updated to reflect changes made by this standard. We have included the net asset categories in our audited financial statements on existing Form 990, Part X, Lines 27-29 as follows:Net assets without donor restrictions $2,776,515Net assets with donor restrictions $10,385,234Total net assets $18,816,710Unrestricted net assets $2,776,515Temporarily restricted net assets $0Permanently restricted net assets $10,385,234Total net assets $18,816,710 FAIRMOUNT SHC HOUSING LLC 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 820838752 RENTAL APARTMENTS CA SENIOR HOUSING CORPORATION RAMONA SHC HOUSING LLC 525 14TH STREET SUITE 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 WMSD MGP LLC 525 14TH ST STE 200 SAN DIEGO CA 92101 471327702 RENTAL APARTMENTS CA SENIOR HOUSING CORPORATION MT ETNA SENIOR HOUSING LLC 525 14TH ST STE 200 SAN DIEGO CA 92101 RENTAL APARTMENTS CA SENIOR HOUSING CORPORATION SENIOR HOUSING CORPORATION 525 14TH STREET 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 STREET 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 STREET STE 200 SAN DIEGO CA 92101 270297631 CARRYING SERV. SNR.'S CHARITABLE PURPOSE CA 501(c)(3) 12 N/A false MARKET SQUARE MANOR ASSOCIATES LP 5993 AVENIDA ENCINAS SUITE 101 CARLSBAD CA 92008 330939545 REAL ESTATE CA SHC - PT II RELATED -211006 3365504 true true 0.00010 CITY HEIGHTS SQUARE LP 5993 AVENIDA ENCINAS STE 101 CARLSBAD CA 92008 203616099 REAL ESTATE CA CHSHC -PT II RELATED -47 13381366 false true 0.00010 RAMONA SENIORS CIC LP 5993 AVENIDA ENCINAS STE 101 CARLSBAD CA 92008 822012179 REAL ESTATE CA SHC - PT II RELATED false false 0.51000 HDP BROADWAY MANAGEMENT LLC 701 B STREET SUITE 530 SAN DIEGO CA 92101 463982509 REAL ESTATE CA SHC - PT II RELATED 2409 30402 false false 0.21000 HDP NEW PALACE MANAGEMENT LLC 701 B STREET SUITE 530 SAN DIEGO CA 92101 813525385 REAL ESTATE CA SHC - PT II RELATED 679 566304 false false 0.21000 WESTMINSTER MANOR LP 701 B STREET SUITE 530 SAN DIEGO CA 92101 371741880 REAL ESTATE CA SHC - PT II RELATED false false 0.00005 HDP WEST PARK MANAGEMENT LLC 701 B STREET SUITE 530 SAN DIEGO CA 92101 REAL ESTATE CA SHC - PT II RELATED false false 0.21000 false false false true false false false false false false false false false false false false false false false