ELDERHELP OF SAN DIEGO: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ELDERHELP OF SAN DIEGO (EIN 95-2880426)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-03-07
- IRS object ID
- 201330669349300723
- Schema version
- 2011v1.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-07T18:14:58-08:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christy White Acct Corp | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 Camino Del Rio S | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952880426 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ElderHelp of San Diego Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELDE | NameControl |
| Phone | 6192849281 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4069 30th Street | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Deb Martin | Name |
| Title | Interim ExecDir | Title |
| Date Signed | 2013-03-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Erin Sacco Pineda | Name |
| Phone | 6192708222 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Deb Martin | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4069 30th Street | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 982334 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.elderhelpofsandiego.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1973 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | Provide personalized services and information that help seniors remain independent and live with dignity in their own homes. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 21 | TotalNbrEmployees |
| Total Nbr Volunteers | 543 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1070545 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 859167 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10664 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 21425 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 83336 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3087 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 86701 | OtherRevenuePriorYear |
| Other Revenue Current Year | 12190 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1251246 | TotalRevenuePriorYear |
| Total Revenue Current Year | 895869 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 15945 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 799360 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 854147 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 123570 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 356960 | OtherExpensePriorYear |
| Other Expenses Current Year | 347718 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1156320 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1217810 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 94926 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -321941 | RevenuesLessExpensesCY |
| Total Assets BOY | 1053978 | TotalAssetsBOY |
| Total Assets EOY | 735086 | TotalAssetsEOY |
| Total Liabilities BOY | 101179 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 91881 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 952799 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 643205 | NetAssetsOrFundBalancesEOY |
| Mission Description | Provide personalized services and information that help seniors remain independent and live with dignity in their own homes. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 857459 | Expense |
| Grants | 15754 | Grants |
| Revenue | 21425 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 152445 | Expense |
| Grants | 191 | Grants |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1009904 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 21 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Deb Martin | NamePerson |
| Telephone Number | 6192849281 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4069 30th Street | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92104 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer |
|---|---|---|---|---|---|---|
| Deb Martin | ||||||
| Interim ExecDir | 0.00 | 0 | 0 | 0 | ||
| Katie Wiest | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| Nicole Darling | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| Judith Wenker | ||||||
| President | 4.00 | 0 | 0 | 0 | X | X |
| Ken Davenport | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| Brad Pagano | ||||||
| Past President | 4.00 | 0 | 0 | 0 | X | X |
| Cindi Hill | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| Shirley S Thomas | ||||||
| Secretary | 4.00 | 0 | 0 | 0 | X | X |
| Elaine Balok | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| Amy Nelson | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| Todd Miller | ||||||
| Vice President | 4.00 | 0 | 0 | 0 | X | X |
| Kimberly McDonnel | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| Lisa Luiso | ||||||
| Treasurer | 1.00 | 0 | 0 | 0 | X | |
| Emily Gates | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| Mathew Fink | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| Leane Marchese | ||||||
| Executive Direc | 40.00 | 97949 | 0 | 0 | X | |
| Sarah Bond-Shepard | ||||||
| Assoc Exec Dir | 40.00 | 78092 | 0 | 3700 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 176041 | TotalReportableCompFromOrg |
| Total Other Compensation | 3700 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 283011 | GovernmentGrants |
| All Other Contributions | 576156 | AllOtherContributions |
| Noncash Contributions | 19122 | NoncashContributions |
| Total Contributions | 859167 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Concierge Club | Description |
| Total Revenue Column | 21425 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21425 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 21425 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3087 | TotalRevenueColumn |
| Exclusion | $3,087 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 98618 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 86465 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12153 | TotalRevenueColumn |
| Exclusion | $12,153 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous income | Description |
| Total Revenue Column | 37 | TotalRevenueColumn |
| Related Or Exempt Function Income | 37 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 37 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 895869 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21462 | RelatedOrExemptFunctionIncome |
| Exclusion | $15,240 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15945 | Total |
| Program Services | 15945 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186118 | Total |
| Program Services | 152863 | ProgramServices |
| Management And General | 15319 | ManagementAndGeneral |
| Fundraising | 17936 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 536994 | Total |
| Program Services | 435830 | ProgramServices |
| Management And General | 42522 | ManagementAndGeneral |
| Fundraising | 58642 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68816 | Total |
| Program Services | 55741 | ProgramServices |
| Management And General | 6193 | ManagementAndGeneral |
| Fundraising | 6882 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62219 | Total |
| Program Services | 50398 | ProgramServices |
| Management And General | 5599 | ManagementAndGeneral |
| Fundraising | 6222 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7225 | Total |
| Program Services | 7225 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87 | Total |
| Program Services | 87 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63360 | Total |
| Program Services | 45732 | ProgramServices |
| Fundraising | 17628 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17797 | Total |
| Program Services | 17640 | ProgramServices |
| Fundraising | 157 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34617 | Total |
| Program Services | 34617 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18397 | Total |
| Program Services | 15728 | ProgramServices |
| Management And General | 119 | ManagementAndGeneral |
| Fundraising | 2550 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27511 | Total |
| Program Services | 23946 | ProgramServices |
| Fundraising | 3565 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34825 | Total |
| Program Services | 32776 | ProgramServices |
| Management And General | 831 | ManagementAndGeneral |
| Fundraising | 1218 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4495 | Total |
| Program Services | 4455 | ProgramServices |
| Fundraising | 40 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93780 | Total |
| Program Services | 84402 | ProgramServices |
| Management And General | 9378 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9888 | Total |
| Program Services | 8603 | ProgramServices |
| Management And General | 692 | ManagementAndGeneral |
| Fundraising | 593 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Miscellaneous | 2230 | 2122 | 108 | |
| Noncash contributions of goods | 3168 | 3168 | ||
| Donor Development | 11940 | 6883 | 1869 | 3188 |
| Supplies | 17870 | 11743 | 1178 | 4949 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 528 | Total |
| Management And General | 528 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1217810 | Total |
| Program Services | 1009904 | ProgramServices |
| Management And General | 84336 | ManagementAndGeneral |
| Fundraising | 123570 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7624 | BOY |
| EOY | 8738 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175068 | BOY |
| EOY | 152397 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77423 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48330 | BOY |
| EOY | 76762 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2577 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 612491 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 592845 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97473 | BOY |
| EOY | 19646 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 634585 | BOY |
| EOY | 466968 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10898 | BOY |
| EOY | 10575 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1053978 | BOY |
| EOY | 735086 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101179 | BOY |
| EOY | 66881 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 25000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101179 | BOY |
| EOY | 91881 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 636728 | BOY |
| EOY | 490265 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222316 | BOY |
| EOY | 59613 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93755 | BOY |
| EOY | 93327 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 952799 | BOY |
| EOY | 643205 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1053978 | BOY |
| EOY | 735086 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -321941 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 12347 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | false | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1125276 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1046811 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1032559 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1162194 | CurrentTaxYearMinus1Year |
| Current Tax Year | 889577 | CurrentTaxYear |
| Total | 5256417 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 51840 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 51840 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 51840 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 48000 | CurrentTaxYearMinus1Year |
| Total | 203520 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1177116 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1098651 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1084399 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1210194 | CurrentTaxYearMinus1Year |
| Current Tax Year | 889577 | CurrentTaxYear |
| Total | 5459937 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5459937 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 62141 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -21595 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 55098 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 83336 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15434 | CurrentTaxYear |
| Total | 194414 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 5654351 | TotalSupport |
| Public Support Pertcentage170 | 0.96560 | PublicSupportPertcentage170 |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 645483 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 15434 | InvestmentEarningsOrLosses |
| Other Expenditures | -556526 | OtherExpenditures |
| End Of Year Balance | 104391 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 412767 | BeginningOfYearBalance |
| Contributions | 153100 | Contributions |
| Investment Earnings Or Losses | 79616 | InvestmentEarningsOrLosses |
| End Of Year Balance | 645483 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 361979 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 50788 | InvestmentEarningsOrLosses |
| End Of Year Balance | 412767 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.10600 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.89400 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 576615 | InvestmentCostOrOtherBasis |
| Depreciation | 576615 | Depreciation |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 35876 | InvestmentCostOrOtherBasis |
| Depreciation | 16230 | Depreciation |
| Book Value | 19646 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19646 | TotalOfBookValueLandBuildings |
| Total Revenue | 895869 | TotalRevenue |
| Total Expenses | 1217810 | TotalExpenses |
| Excess Or Deficit For Year | -321941 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 12347 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 12347 | TotalAdjustments |
| Excess Or Deficit Per FS | -309594 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1038484 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 12347 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 130268 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 142615 | RevenueNotRptdF990 |
| Revenue Subtotal | 895869 | RevenueSubtotal |
| Total Revenue Per Form990 | 895869 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1348078 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 130268 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 130268 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1217810 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1217810 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part V, Line 4 | Identifier |
| Return Reference | Part V, Line 4: Intended uses of the endowment fund. | ReturnReference |
| Explanation | ElderHelp's endowment consists of two distinct funds: (1) ElderHelp holds an irrevocable beneficial interest in the "ElderHelp of San Diego Fund" at The San Diego Foundation where $10,575 in permanently restricted funds were held as of June 30, 2012, and (2) ElderHelp maintains brokerage accounts to invest permanently restricted contributions, the balance of which was $93,816 as of June 30, 2012. In 2011-12, $556,726 was recorded as expended on facilities and programs. For clarification, in September 2011 the Board reclassified $518,828 previously designated as endowment to "reserved for emergencies." In addition, the Board appropriated $37,900 in temporarily restricted endowment earnings for use in operations during the year ended 2011-12. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Wine & Dine | NameOfEvent1 |
| Gross Receipts Event1 | 98618 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 98618 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 1006 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 29705 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 1158 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2907 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 51689 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 98618 | GrossReceiptsTotal |
| Gross Revenue Total Events | 98618 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 1006 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 29705 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 1158 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2907 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 51689 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 86465 | DirectExpenseSummaryEvents |
| Net Income Summary | 12153 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| Miscellaneous household assistance | 14 | 6290 | cash disbursements | taxi vouchers, household supplies |
| Handicap ramp construction | 1 | 8450 | cash disbursements | cost of ramp |
| Grocery giftcards | 47 | 1175 | cash disbursements | grocery giftcards |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | ElderHelp's 990s are posted on our website, on Guidestar and on Better Giving through the San Diego Foundation. Additionally, these documents are kept on file and can be emailed or hardcopies distributed upon request. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | 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. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | While there is not a written policy, it is the practice of the Finance Committee of the Board to review the 990 and audit with the CPA prior to filing the return. |
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