Skip to content
Nonprofiteer
← COMMUNITY ELDERCARE OF SAN DIEGO

Form 990 for tax year 2024

Filed by COMMUNITY ELDERCARE OF SAN DIEGO.

Totals

Total revenue
$156,112,375
Total expenses
$150,340,812
Contributions and grants received
$44,040
Grants paid
$0
Program service revenue
$151,698,804
Investment income
$4,139,547
Other revenue
$229,984
Total assets, end of year
$109,916,173
Total liabilities, end of year
$18,704,144
Net assets or fund balances, end of year
$91,212,029
Program services expenses (Part IX)
$140,059,730
Management and general expenses
$10,281,082
Fundraising expenses
$0
Program service expenses (Part III)
$140,059,730

Program services were 93.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $7,987

  • 1e · Government grants (contributions)

    $36,053

  • 2a · Program service revenue: CAPITATION REVENUE

    total $151,698,804 · related or exempt $151,698,804

  • 3 · Investment income

    total $2,901,201 · excluded $2,901,201

  • 6a · Gross rents

    real property $33,728

  • 6b · Less rental expenses

    real property $50,026

  • 6c · Rental income or loss

    real property -$16,298

  • 6d · Net rental income or loss

    total -$16,298 · excluded -$16,298

  • 7a · Gross sales of assets other than inventory

    securities $58,471,519

  • 7b · Less cost or other basis and sales expenses

    securities $57,233,173

  • 7c · Gain or loss

    securities $1,238,346

  • 7d · Net gain or loss

    total $1,238,346 · excluded $1,238,346

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $246,282 · related or exempt $246,282

  • 11e · Other revenue, total

    $246,282

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $271,625 · management and general $271,625

  • 7 · Other salaries and wages

    total $27,819,369 · program services $26,912,623 · management and general $906,746

  • 8 · Pension plan contributions

    total $632,943 · program services $606,415 · management and general $26,528

  • 9 · Other employee benefits

    total $1,556,132 · program services $1,518,533 · management and general $37,599

  • 10 · Payroll taxes

    total $2,242,066 · program services $2,163,363 · management and general $78,703

  • 11a · Fees: management

    total $7,880,254 · management and general $7,880,254

  • 11b · Fees: legal

    total $26,068 · management and general $26,068

  • 11c · Fees: accounting

    total $74,039 · management and general $74,039

  • 11f · Fees: investment management

    total $226,921 · management and general $226,921

  • 11g · Fees: other

    total $12,421,763 · program services $12,131,455 · management and general $290,308

  • 12 · Advertising and promotion

    total $676,953 · program services $676,953

  • 13 · Office expenses

    total $1,284,059 · program services $1,243,354 · management and general $40,705

  • 16 · Occupancy

    total $2,561,709 · program services $2,533,462 · management and general $28,247

  • 17 · Travel

    total $500,321 · program services $460,706 · management and general $39,615

  • 19 · Conferences, conventions and meetings

    total $170,696 · program services $161,455 · management and general $9,241

  • 22 · Depreciation, depletion and amortization

    total $459,217 · program services $459,217

  • 23 · Insurance

    total $462,309 · program services $462,309

  • 24a · Other expenses: PATIENT SERVICES

    total $86,356,261 · program services $86,356,261

  • 24b · Other expenses: OTHER OPERATING EXPENSE

    total $2,427,105 · program services $2,172,050 · management and general $255,055

  • 24c · Other expenses: MATERIALS & SUPPLIES

    total $2,210,546 · program services $2,183,245 · management and general $27,301

  • 24d · Other expenses: LICENSES AND FEES

    total $94,931 · program services $32,804 · management and general $62,127

  • 24e · All other expenses

    total -$14,475 · program services -$14,475

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,166,744 · end of year $1,228,233

  • 2 · Savings and temporary cash investments

    beginning of year $3,842,614 · end of year $1,380,420

  • 4 · Accounts receivable

    beginning of year $8,314,229 · end of year $10,138,368

  • 9 · Prepaid expenses and deferred charges

    beginning of year $523,704 · end of year $426,037

  • 10a · Land, buildings and equipment: cost or other basis

    $14,340,064

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,507,845

  • 10c · Land, buildings and equipment, net

    beginning of year $9,087,624 · end of year $9,832,219

  • 11 · Investments: publicly traded securities

    beginning of year $73,353,435 · end of year $78,884,246

  • 15 · Other assets

    beginning of year $5,172,480 · end of year $8,026,650

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,893,397 · end of year $2,939,536

  • 19 · Deferred revenue

    beginning of year $2,852 · end of year $2,852

  • 24 · Unsecured notes and loans payable

    beginning of year $445,000 · end of year $445,000

  • 25 · Other liabilities

    beginning of year $15,854,212 · end of year $15,316,756

  • 27 · Net assets without donor restrictions

    beginning of year $81,265,369 · end of year $88,733,692

  • 28 · Net assets with donor restrictions

    end of year $2,478,337

Mission and programs · 2024

Mission

TO BE THE LEADER IN PROVIDING ALL-INCLUSIVE INNOVATIVE SOLUTIONS TO THE HEALTH AND SOCIAL SERVICE NEEDS OF SAN DIEGO'S ELDERLY.

  • OPERATES A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY ("PACE") IN SAN DIEGO, EL CAJON, CHULA VISTA, AND ENCINITAS, CALIFORNIA. THE PACE PROGRAM PROVIDES COORDINATED MEDICAL AND SOCIAL SERVICES TO THOSE AGE 55 AND OLDER WHO WISH TO CONTINUE LIVING IN THEIR OWN HOME OR COMMUNITY ENVIRONMENT. THE PACE PROGRAM PROVIDES INDIVIDUALIZED QUALITY CARE BY A TEAM OF GERIATRIC CARE PROFESSIONALS WHO, TOGETHER WITH PARTICIPANTS AND CAREGIVERS, ADDRESS EACH INDIVIDUAL'S SPECIFIC NEEDS.

    Expenses $140,059,730 · Revenue $151,945,086

As filed on the 2024 return.

Listed in Part VII

  • LESSLIE KELLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PHIL GREINER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PETER GALLAGHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MAUREEN MCNULTY

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • RANDY TRAUX

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • JAKE SUTTON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • BILL MCCOLL

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL MCHALE

    PRESIDENT & CEO

    Total calculated
    $597,364
    From this org
    $0
    From related orgs
    $562,296
    Other
    $35,068
    Hours/week
    38 + 22 related

    Schedule J breakdown matched by us

    Base
    $0 + $490,512 related
    Bonus
    $0 + $70,200 related
    Other
    $0 + $1,584 related
    Deferred
    $0 + $28,776 related
    Nontaxable benefits
    $0 + $6,292 related
    Filer's total
    $0 + $597,364 related

  • GEORGE VIEU

    VP OF FINANCE & CFO

    Total calculated
    $289,760
    From this org
    $0
    From related orgs
    $281,320
    Other
    $8,440
    Hours/week
    44 + 16 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,104 related
    Bonus
    $0 + $45,000 related
    Other
    $0 + $216 related
    Deferred
    $0 + $8,440 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $289,760 related

  • BRIAN COOPER

    CHIEF COMMUNITY SERVICES O

    Total calculated
    $259,601
    From this org
    $253,324
    From related orgs
    $0
    Other
    $6,277
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $230,000
    Bonus
    $23,000
    Other
    $324
    Deferred
    $6,277
    Nontaxable benefits
    $0
    Filer's total
    $259,601

  • SOPHIS LUKAS

    COO

    Total calculated
    $338,890
    From this org
    $0
    From related orgs
    $313,387
    Other
    $25,503
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,947 related
    Bonus
    $0 + $28,200 related
    Other
    $0 + $240 related
    Deferred
    $0 + $24,379 related
    Nontaxable benefits
    $0 + $1,124 related
    Filer's total
    $0 + $338,890 related

  • VICTOR LEE MD

    MEDICAL DIRECTOR

    Total calculated
    $271,657
    From this org
    $250,188
    From related orgs
    $0
    Other
    $21,469
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $248,128
    Bonus
    $0
    Other
    $2,060
    Deferred
    $21,396
    Nontaxable benefits
    $73
    Filer's total
    $271,657

  • ANDREW PHOON MD

    PHYSICIAN

    Total calculated
    $382,187
    From this org
    $352,805
    From related orgs
    $0
    Other
    $29,382
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $349,553
    Bonus
    $1,200
    Other
    $2,052
    Deferred
    $22,652
    Nontaxable benefits
    $6,730
    Filer's total
    $382,187

  • BELICIA DING

    PHYSICIAN

    Total calculated
    $279,723
    From this org
    $265,741
    From related orgs
    $0
    Other
    $13,982
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $259,565
    Bonus
    $5,000
    Other
    $1,176
    Deferred
    $7,865
    Nontaxable benefits
    $6,118
    Filer's total
    $279,724

  • NOORI NOORI MD

    PHYSICIAN

    Total calculated
    $324,790
    From this org
    $306,350
    From related orgs
    $0
    Other
    $18,440
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $304,134
    Bonus
    $1,000
    Other
    $1,216
    Deferred
    $11,685
    Nontaxable benefits
    $6,755
    Filer's total
    $324,790

  • HASSAN QURESHI MD

    PHYSICIAN

    Total calculated
    $269,583
    From this org
    $256,967
    From related orgs
    $0
    Other
    $12,616
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,787
    Bonus
    $0
    Other
    $1,180
    Deferred
    $7,731
    Nontaxable benefits
    $4,884
    Filer's total
    $269,582

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
3 November 2025
IRS schema version
2024v5.2
Source object
202543159349304524

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.