ELDERHELP OF SAN DIEGO: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ELDERHELP OF SAN DIEGO (EIN 95-2880426)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-11-08
IRS object ID
201713129349303671
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2017-11-08T18:50:04-06:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930623286PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALDRICH CPAS AND ADVISORS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17676 HAZARD CENTER DRIVE STE 1300AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92108ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN952880426EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELDERHELP OF SAN DIEGOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlELDEBusinessNameControlTxt
Phone6192849281PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13860 CALLE FORTUNADA NO 101AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92123ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORAH MARTINPersonNm
Person TitleCEO/EXECUTIVE DIRECTORPersonTitleTxt
Phone6192849281PhoneNum
Signature2017-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELSA A ROMEROPreparerPersonNm
PTINP00485021PTIN
Phone6198104940PhoneNum
Preparation2017-11-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.30.50.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-06IPDt
IP Tm12:40:22IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id332886B6F89D16FC8D7788D5230CC0914CB262FEAtSubmissionCreationDeviceId
At Submission Filing Device Id3145D7E27329845D930040076F55CEF09D2818BAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDEBORAH MARTINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13860 CALLE FORTUNADA NO 101AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92123ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,492,129GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ELDERHELPOFSANDIEGO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1973FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPROVIDES SERVICES THAT HELPS SENIORS REMAIN INDEPENDENT & LIVE WITH DIGNITY IN THEIR OWN HOMES.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee20TotalEmployeeCnt
Total Volunteers434TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,301,475PYContributionsGrantsAmt
CY Contributions Grants$1,451,775CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$9,527CYProgramServiceRevenueAmt
PY Investment Income$9,323PYInvestmentIncomeAmt
CY Investment Income$12,945CYInvestmentIncomeAmt
PY Other Revenue$4,352PYOtherRevenueAmt
CY Other Revenue$9,495CYOtherRevenueAmt
PY Total Revenue$1,315,150PYTotalRevenueAmt
CY Total Revenue$1,483,742CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$771,928PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$845,916CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$158,156CYTotalFundraisingExpenseAmt
PY Other Expenses$315,628PYOtherExpensesAmt
CY Other Expenses$323,294CYOtherExpensesAmt
PY Total Expenses$1,087,556PYTotalExpensesAmt
CY Total Expenses$1,169,210CYTotalExpensesAmt
PY Revenues Less Expenses$227,594PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$314,532CYRevenuesLessExpensesAmt
Total Assets BOY$1,143,207TotalAssetsBOYAmt
Total Assets EOY$1,495,893TotalAssetsEOYAmt
Total Liabilities BOY$80,644TotalLiabilitiesBOYAmt
Total Liabilities EOY$69,853TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,062,563NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,426,040NetAssetsOrFundBalancesEOYAmt
MissionELDERHELP 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$586,730ExpenseAmt
Revenue$9,527RevenueAmt
DescTHE CARE COORDINATION PROGRAM PROVIDES COMPREHENSIVE MEMBERSHIP-BASED HOME CARE SOLUTIONS TO ADDRESS THE GROWING HEALTH AND SOCIAL CHALLENGES THAT LOW AND MODERATE INCOME SENIORS AND THEIR FAMILIES ARE FACING. CARE COORDINATION OFFERS HELP WITH THE BASIC NECESSITIES OF LIFE THROUGH PERSONAL ATTENTION, MEANINGFUL ENGAGEMENT AND COORDINATED PROGRAMS AND SERVICES. A PERSONAL MEMBER CARE COORDINATOR WILL HELP CREATE A PACKAGE OF SERVICES USING CARING STAFF, DEDICATED VOLUNTEERS AND OUR NETWORK OF TRUSTED PROVIDERS. WITH THIS SUPPORT MEMBERS REMAIN INDEPENDENT AND IN THEIR HOMES LONGER.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$185,306ExpenseAmt
DescTHE HOMESHARE PROGRAM MATCHES SENIORS WHO WANT TO REMAIN IN THEIR OWN HOMES WITH ADULTS OF ALL AGES WHO ARE IN NEED OF HOUSING. HOMESHARE IS A SIMPLE SOLUTION THAT OFFERS GREAT BENEFIT TO SENIORS AND THOSE SEEKING MORE AFFORDABLE HOUSING. IN ADDITION TO MAKING HOUSING MATCHES, HOMESHARE PROVIDES HOUSING CONSULTATIONS AND REFERRALS TO SENIORS AND YOUNGER ADULTS WHO ARE IN NEED OF AFFORDABLE HOUSING.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$149,536ExpenseAmt
DescSENIORS A GO GO PROVIDES ESCORTED DOOR-THROUGH-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 SAFELY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$921,572TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee20EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEBORAH MARTINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6192849281PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13860 CALLE FORTUNADA NO 101AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92123ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RUSSELL WINSLOW
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
BILL EIFFERT
TREASURER2.00Yes (X)Yes (X)$0$0$0
GABRIELLE BAUMGARTNER
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
KERRIE-ANN STIDUM
SECRETARY2.00Yes (X)Yes (X)$0$0$0
NICOLE DARLING
PAST PRESIDENT1.00Yes (X)Yes (X)$0$0$0
CANDICE CAUFIELD
DIRECTOR1.00Yes (X)$0$0$0
KRISTEN CHAZAUD
DIRECTOR1.00Yes (X)$0$0$0
DANNY COVARRUBIO
DIRECTOR1.00Yes (X)$0$0$0
BRENDAN FARRELLY
DIRECTOR1.00Yes (X)$0$0$0
JUDI BONILLA
DIRECTOR1.00Yes (X)$0$0$0
JAMIE VALEZ
DIRECTOR1.00Yes (X)$0$0$0
KATIE WIEST
DIRECTOR1.00Yes (X)$0$0$0
KURT BUSKE
DIRECTOR1.00Yes (X)$0$0$0
JUDY WENKER
DIRECTOR1.00Yes (X)$0$0$0
DEBORAH MARTIN
EXECUTIVE DIRECTOR40.00Yes (X)$82,237$0$7,535
FieldValueIRS element (for citing)
Total Reportable Comp From Org$82,237TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$7,535TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$42,430FundraisingAmt
Government Grants$357,117GovernmentGrantsAmt
All Other Contributions$1,052,228AllOtherContributionsAmt
Total Contributions$1,451,775TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACT REVENUE900099$8,027$8,027
OTHER PROGRAM REVENUE900099$1,500$1,500
FieldValueIRS element (for citing)
Total Program Service Revenue$9,527TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,945TotalRevenueColumnAmt
Exclusion$12,945ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$17,882FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$42,430ContriRptFundraisingEventAmt
Fundraising Direct Expenses$8,387FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,495TotalRevenueColumnAmt
Exclusion$9,495ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,483,742TotalRevenueColumnAmt
Related Or Exempt Func Income$9,527RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$22,440ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$90,560TotalAmt
Program Services$58,864ProgramServicesAmt
Management And General$27,168ManagementAndGeneralAmt
Fundraising$4,528FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$643,413TotalAmt
Program Services$501,480ProgramServicesAmt
Management And General$29,309ManagementAndGeneralAmt
Fundraising$112,624FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$53,916TotalAmt
Program Services$49,924ProgramServicesAmt
Management And General$385ManagementAndGeneralAmt
Fundraising$3,607FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$58,027TotalAmt
Program Services$44,426ProgramServicesAmt
Management And General$4,124ManagementAndGeneralAmt
Fundraising$9,477FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,750TotalAmt
Management And General$9,750ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$31,892TotalAmt
Program Services$29,360ProgramServicesAmt
Management And General$2,337ManagementAndGeneralAmt
Fundraising$195FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$19,265TotalAmt
Program Services$17,633ProgramServicesAmt
Management And General$174ManagementAndGeneralAmt
Fundraising$1,458FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$32,538TotalAmt
Program Services$25,785ProgramServicesAmt
Management And General$2,115ManagementAndGeneralAmt
Fundraising$4,638FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$38,025TotalAmt
Program Services$30,212ProgramServicesAmt
Management And General$1,125ManagementAndGeneralAmt
Fundraising$6,688FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$70,890TotalAmt
Program Services$59,067ProgramServicesAmt
Management And General$3,525ManagementAndGeneralAmt
Fundraising$8,298FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$41,130TotalAmt
Program Services$40,715ProgramServicesAmt
Management And General$91ManagementAndGeneralAmt
Fundraising$324FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,629TotalAmt
Program Services$1,466ProgramServicesAmt
Management And General$25ManagementAndGeneralAmt
Fundraising$1,138FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,069TotalAmt
Program Services$6,778ProgramServicesAmt
Management And General$1,291ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,443TotalAmt
Program Services$10,452ProgramServicesAmt
Management And General$498ManagementAndGeneralAmt
Fundraising$1,493FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EQUIPMENT$15,276$13,662$1,614$0
MISCELLANEOUS$13,197$5,570$5,619$2,008
CLIENT GOODS/SERVICES$12,971$12,971$0$0
PROGRAM DEVELOPMENT$12,059$12,037$17$5

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,160TotalAmt
Program Services$1,170ProgramServicesAmt
Management And General$315ManagementAndGeneralAmt
Fundraising$1,675FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,169,210TotalAmt
Program Services$921,572ProgramServicesAmt
Management And General$89,482ManagementAndGeneralAmt
Fundraising$158,156FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$163,471BOYAmt
EOY$182,669EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$308,870BOYAmt
EOY$645,230EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,000BOYAmt
EOY$41,364EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$114,542BOYAmt
EOY$41,538EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$12,075BOYAmt
EOY$11,290EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$40,342LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$19,345LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$29,066BOYAmt
EOY$20,997EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$391,264BOYAmt
EOY$431,824EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$108,919BOYAmt
EOY$120,981EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,143,207BOYAmt
EOY$1,495,893EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$80,644BOYAmt
EOY$69,853EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$80,644BOYAmt
EOY$69,853EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$697,720BOYAmt
EOY$723,829EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$271,516BOYAmt
EOY$608,884EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$93,327BOYAmt
EOY$93,327EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,062,563BOYAmt
EOY$1,426,040EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,143,207BOYAmt
EOY$1,495,893EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$314,532ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$48,945NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$802,792CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$893,474CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,010,944CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,301,475CurrentTaxYearMinus1YearAmt
Current Tax Year$1,451,775CurrentTaxYearAmt
Total$5,460,460TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$802,792CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$893,474CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,010,944CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,301,475CurrentTaxYearMinus1YearAmt
Current Tax Year$1,451,775CurrentTaxYearAmt
Total$5,460,460TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,192,401SubstantialContributorsTotAmt
Public Support Total170$4,268,059PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,253CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,474CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,792CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,687CurrentTaxYearMinus1YearAmt
Current Tax Year$12,945CurrentTaxYearAmt
Total$45,151TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$42,527CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,359CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,137CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,352CurrentTaxYearMinus1YearAmt
Current Tax Year$9,495CurrentTaxYearAmt
Total$63,870TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$748CurrentTaxYearMinus4YearsAmt
Total$748TotalAmt
FieldValueIRS element (for citing)
Total Support$5,570,229TotalSupportAmt
Gross Receipts Rltd Activities$116,213GrossReceiptsRltdActivitiesAmt
Public Support CY1700.76620PublicSupportCY170Pct
Public Support PY1700.81870PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$108,919BeginningYearBalanceAmt
Investment Earnings Or Losses$12,062InvestmentEarningsOrLossesAmt
End Year Balance$120,981EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$108,478BeginningYearBalanceAmt
Investment Earnings Or Losses$441InvestmentEarningsOrLossesAmt
End Year Balance$108,919EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$107,974BeginningYearBalanceAmt
Investment Earnings Or Losses$504InvestmentEarningsOrLossesAmt
End Year Balance$108,478EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$105,821BeginningYearBalanceAmt
Investment Earnings Or Losses$2,153InvestmentEarningsOrLossesAmt
End Year Balance$107,974EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$104,391BeginningYearBalanceAmt
Investment Earnings Or Losses$1,430InvestmentEarningsOrLossesAmt
End Year Balance$105,821EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.77140PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.22860TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,342OtherCostOrOtherBasisAmt
Depreciation$19,345DepreciationAmt
Book Value$20,997BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$20,997TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ENDOWMENT FUNDS,$109,517F
BENEFICIAL INTEREST$11,464F
FieldValueIRS element (for citing)
Total Book Value Securities$120,981TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,548,338TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$48,945NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$15,651DonatedServicesAndUseFcltsAmt
Revenue Not Reported$64,596RevenueNotReportedAmt
Revenue Subtotal$1,483,742RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,483,742TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,184,861TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$15,651DonatedServicesUseFcltsAmt
Expenses Not Reported$15,651ExpensesNotReportedAmt
Expenses Subtotal$1,169,210ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,169,210TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 CORPORATION FOLLOWS ACCOUNTING STANDARDS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE CORPORATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENT OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE CORPORATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2017 AND 2016 AND THEREFORE NO AMOUNTS HAVE BEEN ACCRUED.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ESSENCE OF LIFEEvent1Nm
Gross Receipts Event1$60,312GrossReceiptsEvent1Amt
Charitable Contri Event1$42,430CharitableContriEvent1Amt
Gross Revenue Event1$17,882GrossRevenueEvent1Amt
Rent Facility Costs Event1$5,294RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$3,093OtherDirectExpensesEvent1Amt
Gross Receipts Total$60,312GrossReceiptsTotalAmt
Charitable Contributions Tot$42,430CharitableContributionsTotAmt
Gross Revenue Total Events$17,882GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$5,294RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$3,093OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$8,387DirectExpenseSummaryEventsAmt
Net Income Summary$9,495NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BELDERHELP 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 12CEACH 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 15AELDERHELP'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 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

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