ELDERHELP OF SAN DIEGO: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ELDERHELP OF SAN DIEGO (EIN 95-2880426)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-11-10
IRS object ID
201613159349304601
Schema version
2015v2.1
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)
Return2016-11-10T17:47:27-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952802865PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AKT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1312 S JUNIPER ST SUITE 100AddressLine1Txt
CityESCONDIDOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92025ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

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
Signature2016-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELSA A ROMEROPreparerPersonNm
PTINP00485021PTIN
Phone7607461560PhoneNum
Preparation2016-11-09PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
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$1,337,966GrossReceiptsAmt
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 Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee26TotalEmployeeCnt
Total Volunteers444TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,010,944PYContributionsGrantsAmt
CY Contributions Grants$1,301,475CYContributionsGrantsAmt
PY Program Service Revenue$36,450PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$9,556PYInvestmentIncomeAmt
CY Investment Income$9,323CYInvestmentIncomeAmt
PY Other Revenue$5,137PYOtherRevenueAmt
CY Other Revenue$4,352CYOtherRevenueAmt
PY Total Revenue$1,062,087PYTotalRevenueAmt
CY Total Revenue$1,315,150CYTotalRevenueAmt
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$697,909PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$771,928CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$149,906CYTotalFundraisingExpenseAmt
PY Other Expenses$232,665PYOtherExpensesAmt
CY Other Expenses$315,628CYOtherExpensesAmt
PY Total Expenses$930,574PYTotalExpensesAmt
CY Total Expenses$1,087,556CYTotalExpensesAmt
PY Revenues Less Expenses$131,513PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$227,594CYRevenuesLessExpensesAmt
Total Assets BOY$905,142TotalAssetsBOYAmt
Total Assets EOY$1,143,207TotalAssetsEOYAmt
Total Liabilities BOY$61,654TotalLiabilitiesBOYAmt
Total Liabilities EOY$80,644TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$843,488NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,062,563NetAssetsOrFundBalancesEOYAmt
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$459,980ExpenseAmt
DescTHE CONCIERGE CLUB 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. THE CONCIERGE CLUB 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$199,573ExpenseAmt
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$170,430ExpenseAmt
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$829,983TotalProgramServiceExpensesAmt
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 Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee26EmployeeCnt
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 Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
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
NICOLE DARLING
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
RUSSELL WINSLOW
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
BILL EIFFERT
TREASURER2.00Yes (X)Yes (X)$0$0$0
NIKKI BAUMGARTNER
SECRETARY2.00Yes (X)Yes (X)$0$0$0
TODD MILLER
PAST PRESIDENT1.00Yes (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
KERRIE-ANN STIDUM
DIRECTOR1.00Yes (X)$0$0$0
JAMIE VALEZ
DIRECTOR1.00Yes (X)$0$0$0
KATIE WIEST
DIRECTOR1.00Yes (X)$0$0$0
CINDI HILL
DIRECTOR1.00Yes (X)$0$0$0
ALEX MARJANOVIC
DIRECTOR1.00Yes (X)$0$0$0
DEBORAH MARTIN
CEO/EXECUTIVE DIRECTOR40.00Yes (X)$79,980$0$7,060
FieldValueIRS element (for citing)
Total Reportable Comp From Org$79,980TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$7,060TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$40,155FundraisingAmt
Government Grants$345,108GovernmentGrantsAmt
All Other Contributions$916,212AllOtherContributionsAmt
Total Contributions$1,301,475TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,687TotalRevenueColumnAmt
Exclusion$11,687ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,243SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$10,174SecuritiesAmt
Other$4,433OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,069SecuritiesAmt
Other-$4,433OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,364TotalRevenueColumnAmt
Exclusion-$2,364ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$12,561FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$40,155ContriRptFundraisingEventAmt
Fundraising Direct Expenses$8,209FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,352TotalRevenueColumnAmt
Exclusion$4,352ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,315,150TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$13,675ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$92,560TotalAmt
Program Services$64,792ProgramServicesAmt
Management And General$23,140ManagementAndGeneralAmt
Fundraising$4,628FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$577,304TotalAmt
Program Services$449,833ProgramServicesAmt
Management And General$38,140ManagementAndGeneralAmt
Fundraising$89,331FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$43,982TotalAmt
Program Services$42,279ProgramServicesAmt
Management And General$919ManagementAndGeneralAmt
Fundraising$784FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$58,082TotalAmt
Program Services$44,903ProgramServicesAmt
Management And General$5,019ManagementAndGeneralAmt
Fundraising$8,160FundraisingAmt

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$40,991TotalAmt
Program Services$12,597ProgramServicesAmt
Management And General$5,669ManagementAndGeneralAmt
Fundraising$22,725FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$25,782TotalAmt
Program Services$21,891ProgramServicesAmt
Management And General$889ManagementAndGeneralAmt
Fundraising$3,002FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$37,356TotalAmt
Program Services$29,440ProgramServicesAmt
Management And General$4,814ManagementAndGeneralAmt
Fundraising$3,102FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$38,034TotalAmt
Program Services$29,453ProgramServicesAmt
Management And General$2,591ManagementAndGeneralAmt
Fundraising$5,990FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$59,759TotalAmt
Program Services$47,437ProgramServicesAmt
Management And General$6,977ManagementAndGeneralAmt
Fundraising$5,345FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$43,666TotalAmt
Program Services$42,803ProgramServicesAmt
Management And General$474ManagementAndGeneralAmt
Fundraising$389FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,545TotalAmt
Program Services$1,996ProgramServicesAmt
Management And General$225ManagementAndGeneralAmt
Fundraising$1,324FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,452TotalAmt
Program Services$5,962ProgramServicesAmt
Management And General$1,490ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,466TotalAmt
Program Services$9,973ProgramServicesAmt
Management And General$1,257ManagementAndGeneralAmt
Fundraising$1,236FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CLIENT GOODS/SERVICES$14,940$14,940$0$0
MISCELLANEOUS$12,638$4,778$5,653$2,207
PROGRAM DEVELOPMENT$3,851$3,841$10$0
STAFF RETENTION$3,532$2,977$555$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,866TotalAmt
Program Services$88ProgramServicesAmt
Management And General$95ManagementAndGeneralAmt
Fundraising$1,683FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,087,556TotalAmt
Program Services$829,983ProgramServicesAmt
Management And General$107,667ManagementAndGeneralAmt
Fundraising$149,906FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$81,885BOYAmt
EOY$163,471EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$173,471BOYAmt
EOY$308,870EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,500BOYAmt
EOY$15,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$97,675BOYAmt
EOY$114,542EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,722BOYAmt
EOY$12,075EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$40,342LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$11,276LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$24,615BOYAmt
EOY$29,066EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$398,796BOYAmt
EOY$391,264EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$108,478BOYAmt
EOY$108,919EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$905,142BOYAmt
EOY$1,143,207EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$60,404BOYAmt
EOY$80,644EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,250BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$61,654BOYAmt
EOY$80,644EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$585,944BOYAmt
EOY$697,720EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$164,217BOYAmt
EOY$271,516EOYAmt

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$843,488BOYAmt
EOY$1,062,563EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$905,142BOYAmt
EOY$1,143,207EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$227,594ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$8,519NetUnrlzdGainsLossesInvstAmt
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$859,167CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$802,792CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$893,474CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,010,944CurrentTaxYearMinus1YearAmt
Current Tax Year$1,301,475CurrentTaxYearAmt
Total$4,867,852TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$859,167CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$802,792CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$893,474CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,010,944CurrentTaxYearMinus1YearAmt
Current Tax Year$1,301,475CurrentTaxYearAmt
Total$4,867,852TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$798,569SubstantialContributorsTotAmt
Public Support Total170$4,069,283PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,087CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,253CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,474CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,792CurrentTaxYearMinus1YearAmt
Current Tax Year$11,687CurrentTaxYearAmt
Total$35,293TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,153CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,527CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,359CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,137CurrentTaxYearMinus1YearAmt
Current Tax Year$4,352CurrentTaxYearAmt
Total$66,528TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$748CurrentTaxYearMinus3YearsAmt
Total$785TotalAmt
FieldValueIRS element (for citing)
Total Support$4,970,458TotalSupportAmt
Gross Receipts Rltd Activities$128,111GrossReceiptsRltdActivitiesAmt
Public Support CY1700.81870PublicSupportCY170Pct
Public Support PY1700.84360PublicSupportPY170Pct
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$108,478BeginningYearBalanceAmt
Investment Earnings Or Losses$441InvestmentEarningsOrLossesAmt
End Year Balance$108,919EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$104,391BeginningYearBalanceAmt
Investment Earnings Or Losses$1,430InvestmentEarningsOrLossesAmt
End Year Balance$105,821EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$645,483BeginningYearBalanceAmt
Investment Earnings Or Losses$15,434InvestmentEarningsOrLossesAmt
Other Expenditures$556,526OtherExpendituresAmt
End Year Balance$104,391EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.86000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.14000TermEndowmentBalanceEOYPct
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$11,276DepreciationAmt
Book Value$29,066BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$29,066TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescENDOWMENT FUNDSDesc
Book Value$108,919BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$108,919TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,319,744TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$8,519NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$13,113DonatedServicesAndUseFcltsAmt
Revenue Not Reported$4,594RevenueNotReportedAmt
Revenue Subtotal$1,315,150RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,315,150TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,100,669TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$13,113DonatedServicesUseFcltsAmt
Expenses Not Reported$13,113ExpensesNotReportedAmt
Expenses Subtotal$1,087,556ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,087,556TotalExpensesPerForm990Amt

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 WERE HELD IN A CERTIFICATE OF DEPOSIT WHICH WAS CLOSED AS OF SEMPTEMBER 2014. THE FUNDS ARE NOW HELD AS INVESTMENTS IN THE ORGANIZATION'S SCHWAB ACCOUNT.
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, 2016 AND 2015 AND THEREFORE NO AMOUNTS HAVE BEEN ACCRUED.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ESSENCE OF LIFEEvent1Nm
Gross Receipts Event1$40,084GrossReceiptsEvent1Amt
Charitable Contri Event1$27,523CharitableContriEvent1Amt
Gross Revenue Event1$12,561GrossRevenueEvent1Amt
Food And Beverage Event1$4,869FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$2,753OtherDirectExpensesEvent1Amt
Event2RACE - 5KEvent2Nm
Gross Receipts Event2$12,632GrossReceiptsEvent2Amt
Charitable Contri Event2$12,632CharitableContriEvent2Amt
Other Direct Expenses Event2$587OtherDirectExpensesEvent2Amt
Gross Receipts Total$52,716GrossReceiptsTotalAmt
Charitable Contributions Tot$40,155CharitableContributionsTotAmt
Gross Revenue Total Events$12,561GrossRevenueTotalEventsAmt
Food And Beverage Total Events$4,869FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$3,340OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$8,209DirectExpenseSummaryEventsAmt
Net Income Summary$4,352NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11ELDERHELP 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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