2014-11-17T16:43:21-06:00 2013-12-31 954534578 BRIGANTE CAMERON WATTERS & STRONG LLP 3424 W CARSON STREET SUITE 600 TORRANCE CA 90503 990 2013-01-01 330658322 HEALTHCARE & ELDER LAW PROGRAMS CORPORATION HEAL 3105331996 1404 CRAVENS AVENUE TORRANCE CA 905012701 LAURA KAUL TREASURER 3105331996 2014-11-17 1 JOHN J CAMERON CPA P00103319 3105420011 2013 2015-11-30 17:44:51Z LAURA KAULS 1404 CRAVENS AVENUE TORRANCE CA 905012701 294683 0 X WWW.HELP4SRS.ORG X 1995 CA DEDICATED TO EMPOWERING OLDER ADULTS AND THEIR FAMILIES BY PROVIDING IMPARTIAL INFORMATION, EDUCATION AND COUNSELING ON ELDER CARE, LAW, FINANCES AND CONSUMER PROTECTION SO THEY MAY LEAD LIVES WITH SECURITY AND DIGNITY. 11 11 3 40 0 0 268900 275862 4038 3848 970 573 0 0 273908 280283 0 0 0 0 144466 162078 0 0 28749 93697 90203 238163 252281 35745 28002 165733 194287 537 1089 165196 193198 TO PROVIDE EDUCATION TO THE ELDERLY AND FAMILIES ABOUT LEGAL AND CARE ISSUES AND HOW TO RESOLVE RELATED PROBLEMS. 0 0 29059 225 PRIVATE CONSULTATIONS: FAMILIES MEET WITH OUR ELDER LAW ATTORNEY TO DISCUSS THEIR SITUATION/ PROBLEM AND OUR ATTORNEY PROVIDES INFORMATION, PLANNING AND PROBLEM SOLVING SERVICE. (123 INDIVIDUALS SERVED) 36808 0 CLASSES ON ISSUES THAT SPECIALLY IMPACT OLDER ADULTS: DURABLE POWER OF ATTORNEY FOR HEALTHCARE, MEDI-CAL L/T NURSING HOME CARE, L/T CARE INSURANCE, FINANCIAL PROTECTION, ETC. (1,308 INDIVIDUALS SERVED) 127858 3623 RESOURCE CENTER PROVIDES PUBLICATIONS, TELEPHONE AND EMAIL REFERRAL INFORMATION, WEBSITE INFORMATION, AND OTHER PUBLICATIONS INCLUDING QUARTERLY MAGAZINE. (28,405 INDIVIDUALS SERVED BY REOURCE CENTER. 341,226 WEBSITE VISITORS AND 4,245 TELEPHONE, EMAIL AND FACE-TO-FACE CONTACTS). 193725 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 3 1 0 0 0 0 0 0 0 0 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 1 0 CA X MARY MURPHY 3105331996 1404 CRAVENS AVENUE TORRANCE CA 905012701 EVELYN SALINAS MEMBER 2.00 X 0 0 0 SCOTT MAGEE MEMBER 2.00 X 0 0 0 BRAD BAKER MEMBER 2.00 X 0 0 0 GEORGE NAKANO MEMBER 2.00 X 0 0 0 ELIZABETH HOANG MEMBER 2.00 X 0 0 0 KAY YAMADA MEMBER 2.00 X 0 0 0 LAURA KAULS MEMBER 2.00 X 0 0 0 LYNNE NEUMAN CHAIR 2.00 X 0 0 0 STEPHEN LOVE TREASURER 2.00 X 0 0 0 SHARON RYAN VICE CHAIR 2.00 X 0 0 0 BRITT HUFF EXECUTIVE DIRECTOR 40.00 X 95020 0 0 95020 0 0 0 0 0 0 0 163205 112657 275862 PROGRAM SERVICE 900099 3848 3848 3848 573 573 14400 163205 14400 0 280283 3848 0 573 95020 95020 52603 27155 13798 11650 1860 1539 174 147 12595 10424 1177 994 21846 10862 8474 2510 1592 575 1017 25301 17380 2080 5841 27087 22417 2532 2138 672 477 195 45 45 3256 3017 130 109 EQUIPMENT RENTAL AND MA 4207 3481 394 332 COMPUTER SOFTWARE AND S 3046 0 0 3046 PAYROLL SERVICES 1211 1002 113 96 TAXES, LICENSES AND PER 641 0 187 454 1299 376 508 415 252281 193725 29807 28749 125751 194100 68256 68256 0 0 39750 232 187 165733 194287 483 1056 54 33 537 1089 X 126446 193198 38750 0 165196 193198 165733 194287 X 28002 8395 -8395 X X 0 1 X 1 0 X 423505 289908 244772 268900 275862 1502947 423505 289908 244772 268900 275862 1502947 326820 1176127 1740 243 418 550 573 3524 1506471 28385 0.78070 0.81460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6672 6672 0 61584 61584 0 0 SALES TAX PAYABLE 33 33 X 303078 8395 14400 22795 280283 0 280283 275076 8395 14400 22795 252281 0 252281 PART X, LINE 2: NONE PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSE FOR SPECIAL EVENTS PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSE FOR SPECIAL EVENTS FORM 990, PAGE 9, LINE 8B OTHER EXPENSE IS DIRECT EXPENSES FOR SPECIAL EVENTS = $14,400. CELEBRATE SUMMER 177605 163205 14400 128 14187 85 177605 163205 14400 128 14187 85 14400 0 FORM 990, PART VI, SECTION B, LINE 11 PROCEDURE FOR REVIEW OF FORM 990 1.THE TREASURER SHALL HAVE THE RESPONSIBILITY FOR THE REVIEW OF THE ORGANIZATIONS FORM 990 (INCLUDING ALL PERTINENT SCHEDULES) BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. 2.IN CONDUCTING THE REVIEW, IT IS PREFERRED THAT THE TREASURER SHALL CONDUCT A TOP-LEVEL OR BIG-PICTURE TYPE OF REVIEW. HOWEVER, IF DESIRED OR IT IS DEEMED NECESSARY TO CONDUCT A MORE DETAILED REVIEW, THEN THE PREPARER SHALL BE CONTACTED FOR COPIES OF THE RELEVANT DETAILED TAX RETURN WORKPAPERS. 3.IF THE TREASURER HAS ANY QUESTIONS, COMMENTS OR SUGGESTED REVISIONS, THE PREPARER SHALL BE CONTACTED TO DISCUSS SAME. THESE DISCUSSIONS SHALL BE DOCUMENTED BY THE TREASURER FOR SUBSEQUENT PRESENTATION TO THE BOARD. THE PREPARER OF THE FORM 990 SHOULD MAKE ANY REVISIONS, IF NECESSARY, AS SOON AS FEASIBLY POSSIBLE TO ENSURE THAT THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE ON A TIMELY BASIS. 4.UPON RECEIPT OF THE FINALIZED FORM 990, IT SHALL BE SIGNED BY THE TREASURER AND MAILED TO THE INTERNAL REVENUE SERVICE BY CERTIFIED MAIL. IF THE FORM 990 QUALIFIES FOR ELECTRONIC FILING, THE TREASURER WILL SIGN FORM 8879-EO AND RETURN TO THE OFFICE OF THE PREPARER. THE CALIFORNIA FORM 199 SHALL BE SIGNED BY THE TREASURER AND SENT CERTIFIED MAIL TO THE FRANCHISE TAX BOARD ALONG WITH A CHECK FOR THE APPROPRIATE AMOUNT. IF THE FORM 199 QUALIFIES FOR ELECTRONIC FILING, THE TREASURER WILL SIGN FORM CA 8453-EO AND RETURN TO THE OFFICE OF THE PREPARER. A CHECK FOR THE APPROPRIATE AMOUNT WILL BE MAILED TO THE FRANCHISE TAX BOARD. THE CALIFORNIA FORM RRF-1 SHALL ALSO BE SIGNED BY THE TREASURER AND SENT CERTIFIED MAIL TO THE REGISTRY OF CHARITABLE TRUSTS ALONG WITH A CHECK FOR THE APPROPRIATE AMOUNT. 5.AFTER THE FORM 990, FORM 199 AND FORM RRF-1 HAVE BEEN FILED, THE TREASURER WILL MAKE A PRESENTATION AT THE NEXT FULL BOARD OF DIRECTORS MEETING TO UPDATE THE FULL BOARD REGARDING THE REVIEW AND FILING OF THE FORMS. A SUMMARY OF THE MORE IMPORTANT POINTS WILL BE SUFFICIENT. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS ARE REQUIRED TO SIGN A NEW CONFLICT OF INTEREST CERTIFICATION ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 PROCESS OF TOP-LEVEL COMPENSATION APPROVAL H.E.L.P. 1.THE BOARD OF DIRECTORS APPROVES THE HIRING AND COMPENSATION OF TOP MANAGEMENT OFFICIALS INCLUDING CEO, EXECUTIVE DIRECTOR AND KEY EMPLOYEES. 2.IN DETERMINING INITIAL AND SUBSEQUENT COMPENSATION LEVELS FOR SUCH OFFICIALS, THE PROCESS SHALL INCLUDE A REVIEW AND APPROVAL BY INDEPENDENT PERSON, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATIONS AND DECISIONS. 3.CURRENTLY THE ORGANIZATION DOES NOT PROVIDE COMPENSATION FOR OFFICERS ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: DONATED SERVICES -8,395. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.