2012-11-13T11:46:57-06:00 2011-12-31 954534578 BRIGANTE CAMERON WATTERS & STRONG LLP 3424 CARSON STREET SUITE 600 TORRANCE CA 90503 990 2011-01-01 330658322 HEALTHCARE & ELDER LAW PROGRAMS CORPORATION HEAL 3105331996 1404 CRAVENS AVENUE TORRANCE CA 905012701 STEPHEN LOVE 3105331996 2012-11-07 1 JOHN J CAMERON CPA P00103319 3105420011 2011 2016-02-24 21:20:13Z STEPHEN LOVE 1404 CRAVENS AVENUE TORRANCE CA 905012701 271329 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. 13 13 5 26 0 0 289908 244772 5964 4362 243 418 1994 0 298109 249552 0 0 0 0 275951 174725 0 0 34379 101922 92542 377873 267267 -79764 -17715 148796 129720 1630 269 147166 129451 TO PROVIDE EDUCATION TO THE ELDERLY AND FAMILIES ABOUT LEGAL AND CARE ISSUES AND HOW TO RESOLVE RELATED PROBLEMS. 0 0 30600 875 PRIVATE CONSULTATIONS: FAMILIES MEET WITH OUR ELDER LAW ATTORNEY TO DISCUSS THEIR SITUATION/ PROBLEM AND OUR ATTORNEY PROVIDES INFORMATION, PLANNING AND PROBLEM SOLVING SERVICE. (67 INDIVIDUALS SERVED) 38759 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. (2,194 INDIVIDUALS SERVED) 134638 3487 RESOURCE CENTER PROVIDES PUBLICATIONS, TELEPHONE AND EMAIL REFERRAL INFORMATION. (20,002 INDIVIDUALS SERVED), WEBSITE INFORMATION (398,227 VISITORS), OTHER PUBLICATIONS INCLUDING QUARTERLY MAGAZINE. 203997 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 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 0 1 4 0 1 5 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 ROBERT ABELSON 2.00 X 0 0 0 JIMI ANDERSEN 2.00 X 0 0 0 GEORGE NAKANO 2.00 X 0 0 0 CHARLES SHUMAKER 2.00 X 0 0 0 ELIZABETH HOANG 2.00 X 0 0 0 JOHN RICHARDSON SR 2.00 X 0 0 0 KAY YAMADA 2.00 X 0 0 0 LAURA KAULS 2.00 X 0 0 0 LYNNE NEUMAN 2.00 X 0 0 0 MICHAEL GOGUEN 2.00 X 0 0 0 STEPHEN LOVE 2.00 X 0 0 0 SHARON RYAN 2.00 X 0 0 0 BRITT HUFF 40.00 X 55000 0 0 55000 0 0 0 0 0 0 0 55671 5000 184101 244772 PROGRAM SERVICE 900099 4362 4362 4362 418 418 21777 55671 21777 0 249552 4362 0 418 158378 127567 11952 18859 2165 1744 163 258 14182 11423 1070 1689 24885 12613 10881 1391 3350 2835 515 22977 16233 1480 5264 31316 25224 2363 3729 1619 816 10 793 3243 2995 96 152 EQUIPMENT RENTAL AND MA 1372 1138 91 143 PAYROLL SERVICES 1060 854 80 126 SUPPLIES 981 0 0 981 TAXES, LICENSES AND PER 540 0 187 353 1199 555 518 126 267267 203997 28891 34379 141976 110531 68256 68256 748 0 322 277 5750 18912 148796 129720 1618 236 12 33 1630 269 X 141416 119451 5750 10000 147166 129451 148796 129720 X -17715 0 X 0 1 1 X 0 X 640465 352295 423505 289908 244772 1950945 640465 352295 423505 289908 244772 1950945 253857 1697088 19263 12515 1740 243 418 34179 1985124 57417 0.85490 0.78940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6672 6672 0 61584 61584 0 0 ASSETS RESTRICTED TO SPECIAL PROGRAMS 10000 PREPAID EXPENSES 4175 SECURITIES HELD 4737 18912 SALES TAX PAYABLE 33 33 249552 267267 -17715 10063 -10063 0 -17715 281392 10063 21777 31840 249552 0 249552 299107 10063 21777 31840 267267 0 267267 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: NONE PART XI, LINE 8 - OTHER ADJUSTMENTS: DONATED SERVICES -10,063. OTHER EXPENSE IS DIRECT EXPENSES FOR SPECIAL EVENTS = $21,777. CELEBRATE SUMMER 77448 55671 21777 82 19340 550 1805 77448 55671 21777 82 19340 550 1805 21777 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. 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.