2015-02-12T13:25:47-06:00 2014-06-30 952802865 AKT LLP 312 S JUNIPER ST SUITE 100 ESCONDIDO CA 92025 990 2013-07-01 952880426 ELDERHELP OF SAN DIEGO INC ELDE 6192849281 6150 MISSION GORGE ROAD 140 SAN DIEGO CA 92120 DEBORAH MARTIN CEO/EXECUTIVE DIRECTOR 6192849281 2015-01-27 1 ELSA A ROMERO P00485021 7607461560 2015-01-27 2013 2016-02-25 16:41:14Z DEBORAH MARTIN 6150 MISSION GORGE ROAD 140 SAN DIEGO CA 92120 978898 0 X WWW.ELDERHELPOFSANDIEGO.ORG X 1973 CA PROVIDES SERVICES THAT HELPS SENIORS REMAIN INDEPENDENT & LIVE WITH DIGNITY IN THEIR OWN HOMES. 14 14 20 581 0 0 802792 893474 33479 36757 3253 5503 43275 2359 882799 938093 0 0 0 0 685831 701423 0 0 120122 226538 241679 912369 943102 -29570 -5009 724117 758357 67741 56287 656376 702070 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 405491 36757 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. 163006 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. 142707 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. 711204 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 6 0 1 20 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X X X DEBORAH MARTIN 6192849281 6150 MISSION GORGE ROAD 140 SAN DIEGO CA 92120 TODD MILLER PRESIDENT 3.00 X X 0 0 0 MATTHEW FINK VICE PRESIDENT 2.00 X X 0 0 0 SHIRLEY S THOMAS SECRETARY 3.00 X X 0 0 0 NICOLE DARLING SECRETARY 3.00 X X 0 0 0 JUDITH WENKER PAST PRESIDENT 3.00 X X 0 0 0 LISA LUISO TREASURER 2.00 X X 0 0 0 RUSSELL WINSLOW TREASURER 2.00 X X 0 0 0 ALEX MARJANOVIC DIRECTOR 1.00 X 0 0 0 MAGGIE SAYRE DIRECTOR 1.00 X 0 0 0 AMY NELSON DIRECTOR 1.00 X 0 0 0 ELAINE BALOK DIRECTOR 1.00 X 0 0 0 CINDI HILL DIRECTOR 1.00 X 0 0 0 KEN DAVENPORT DIRECTOR 1.00 X 0 0 0 KATIE WIEST DIRECTOR 1.00 X 0 0 0 DEBORAH MARTIN CEO/EXECUTIVE DIRECTOR 40.00 X 95391 0 2586 95391 0 2586 0 0 0 0 0 41574 260872 591028 1890 893474 CONCIERGE CLUB 900099 36757 36757 36757 8474 8474 32000 31261 3710 739 -3710 -2971 -2971 8193 41574 5834 2359 2359 938093 36757 0 7862 82586 49552 28905 4129 523649 409851 32375 81423 44609 40392 1769 2448 50579 40248 4990 5341 7580 7580 11794 6373 5421 16979 13596 25 3358 35625 19550 7020 9055 37771 30623 2464 4684 44530 34470 6053 4007 34922 34146 206 570 3668 1926 632 1110 4750 4750 8003 6612 635 756 CLIENT GOODS AND SERVIC 16556 16543 13 0 MISCELLANEOUS 11210 3625 5244 2341 STAFF RETENTION 2826 675 2101 50 BAD DEBTS 2267 1093 1174 0 3198 1929 419 850 943102 711204 111776 120122 10893 75631 103378 54537 0 15000 98835 49627 7159 13328 46818 14797 16474 32021 381558 410239 105820 107974 724117 758357 67741 56287 67741 56287 X 459687 514284 103362 94459 93327 93327 656376 702070 724117 758357 -5009 50703 0 X 0 1 X 1 0 X 993356 1070545 859167 802792 893474 4619334 993356 1070545 859167 802792 893474 4619334 245801 4373533 55098 83336 3087 3253 8474 153248 2359 2359 30446 86701 12190 43275 172612 4947553 114209 0.88400 0.97440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 105821 2153 107974 104391 1430 105821 645483 15434 556526 104391 412767 153100 79616 645483 361979 50788 412767 0.00000 0.86000 0.14000 1 0 2130 225 1905 44688 14572 30116 32021 ENDOWMENT FUNDS 107974 F 107974 X 1014518 50703 25722 76425 938093 0 938093 968824 25722 25722 943102 0 943102 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 HELD IN A CERTIFICATE OF DEPOSIT AND IN A TRUST HELD FOR THE ORGANIZATION IN THE ELDERHELP OF SAN DIEGO FUND AT THE SAN DIEGO FOUNDATION. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN FINANCIAL ACCOUNTING STANDARDS BOARD, ACCOUNTING STANDARDS CODIFICATION. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2014. ESSENCE OF LIFE 31878 23685 8193 3706 626 5K FUN RUN 14256 14256 1502 1 3633 3633 49767 41574 8193 3706 2128 5834 2359 FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE OF THE BOARD WILL REVIEW THE 990 WITH THE CPA FIRM PRIOR TO FILING THE RETURN. 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.