2016-11-10T17:47:27-06:00 2016-06-30 952802865 AKT LLP 312 S JUNIPER ST SUITE 100 ESCONDIDO CA 92025 990 2015-07-01 952880426 ELDERHELP OF SAN DIEGO ELDE 6192849281 3860 CALLE FORTUNADA NO 101 SAN DIEGO CA 92123 DEBORAH MARTIN CEO/EXECUTIVE DIRECTOR 6192849281 2016-11-09 1 ELSA A ROMERO P00485021 7607461560 2016-11-09 2015 2017-02-10 21:41:12Z X DEBORAH MARTIN 3860 CALLE FORTUNADA NO 101 SAN DIEGO CA 92123 1337966 0 X WWW.ELDERHELPOFSANDIEGO.ORG X 1973 CA PROVIDES SERVICES THAT HELPS SENIORS REMAIN INDEPENDENT & LIVE WITH DIGNITY IN THEIR OWN HOMES. 11 11 26 444 0 0 1010944 1301475 36450 0 9556 9323 5137 4352 1062087 1315150 0 0 0 0 697909 771928 0 0 149906 232665 315628 930574 1087556 131513 227594 905142 1143207 61654 80644 843488 1062563 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 459980 THE 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. 199573 THE 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. 170430 SENIORS 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. 829983 1 1 0 0 0 0 0 0 0 1 1 1 0 0 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 5 0 1 26 1 0 0 0 0 0 1 1 0 0 0 0 X 11 11 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 3860 CALLE FORTUNADA NO 101 SAN DIEGO CA 92123 NICOLE DARLING PRESIDENT 2.00 X X 0 0 0 RUSSELL WINSLOW VICE PRESIDENT 2.00 X X 0 0 0 BILL EIFFERT TREASURER 2.00 X X 0 0 0 NIKKI BAUMGARTNER SECRETARY 2.00 X X 0 0 0 TODD MILLER PAST PRESIDENT 1.00 X 0 0 0 CANDICE CAUFIELD DIRECTOR 1.00 X 0 0 0 KRISTEN CHAZAUD DIRECTOR 1.00 X 0 0 0 DANNY COVARRUBIO DIRECTOR 1.00 X 0 0 0 BRENDAN FARRELLY DIRECTOR 1.00 X 0 0 0 KERRIE-ANN STIDUM DIRECTOR 1.00 X 0 0 0 JAMIE VALEZ DIRECTOR 1.00 X 0 0 0 KATIE WIEST DIRECTOR 1.00 X 0 0 0 CINDI HILL DIRECTOR 1.00 X 0 0 0 ALEX MARJANOVIC DIRECTOR 1.00 X 0 0 0 DEBORAH MARTIN CEO/EXECUTIVE DIRECTOR 40.00 X 79980 0 7060 79980 0 7060 0 0 0 0 0 40155 345108 916212 1301475 11687 11687 12243 10174 4433 2069 -4433 -2364 -2364 12561 40155 8209 4352 4352 1315150 0 0 13675 92560 64792 23140 4628 577304 449833 38140 89331 43982 42279 919 784 58082 44903 5019 8160 9750 9750 40991 12597 5669 22725 25782 21891 889 3002 37356 29440 4814 3102 38034 29453 2591 5990 59759 47437 6977 5345 43666 42803 474 389 3545 1996 225 1324 7452 5962 1490 12466 9973 1257 1236 CLIENT GOODS/SERVICES 14940 14940 0 0 MISCELLANEOUS 12638 4778 5653 2207 PROGRAM DEVELOPMENT 3851 3841 10 0 STAFF RETENTION 3532 2977 555 0 1866 88 95 1683 1087556 829983 107667 149906 81885 163471 173471 308870 3500 15000 97675 114542 16722 12075 40342 11276 24615 29066 398796 391264 108478 108919 905142 1143207 60404 80644 1250 0 61654 80644 X 585944 697720 164217 271516 93327 93327 843488 1062563 905142 1143207 227594 -8519 0 X 0 1 X 1 0 X 859167 802792 893474 1010944 1301475 4867852 859167 802792 893474 1010944 1301475 4867852 798569 4069283 3087 3253 8474 8792 11687 35293 12153 42527 2359 5137 4352 66528 37 748 785 4970458 128111 0.81870 0.84360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 108478 441 108919 107974 504 108478 105821 2153 107974 104391 1430 105821 645483 15434 556526 104391 0.86000 0.14000 1 0 40342 11276 29066 29066 ENDOWMENT FUNDS 108919 F 108919 X 1319744 -8519 13113 4594 1315150 0 1315150 1100669 13113 13113 1087556 0 1087556 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. ESSENCE OF LIFE 40084 27523 12561 4869 2753 RACE - 5K 12632 12632 587 52716 40155 12561 4869 3340 8209 4352 FORM 990, PART VI, SECTION B, LINE 11 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.