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← SERVING SENIORS

Form 990 for tax year 2023

Filed by SERVING SENIORS.

Totals

Total revenue
$13,310,053
Total expenses
$14,239,490
Contributions and grants received
$11,966,003
Grants paid
$0
Program service revenue
$1,012,184
Investment income
$148,556
Other revenue
$183,310
Total assets, end of year
$24,747,434
Total liabilities, end of year
$3,624,968
Net assets or fund balances, end of year
$21,122,466
Program services expenses (Part IX)
$12,252,810
Management and general expenses
$1,097,403
Fundraising expenses
$889,277
Program service expenses (Part III)
$12,252,810

Program services were 86.0% 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.

  • 1c · Fundraising events

    $175,000

  • 1e · Government grants (contributions)

    $8,975,554

  • 1f · All other contributions, gifts and grants

    $2,815,449

  • 2a · Program service revenue: HOUSING SERVICES

    total $897,734 · related or exempt $897,734

  • 2b · Program service revenue: RESIDENT & OTHER SERVICES

    total $114,450 · related or exempt $114,450

  • 3 · Investment income

    total $148,556 · excluded $148,556

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    other assets $152,592

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

    other assets $152,592

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $418,851

  • 8a · Fundraising events: contributions included on line 1c

    $175,000

  • 8b · Fundraising events: direct expenses

    $236,112

  • 8c · Net income from fundraising events

    total $182,739 · excluded $182,739

  • 9a · Gaming: gross income

    $571

  • 9c · Net income from gaming

    total $571 · excluded $571

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $1,060,769 · program services $847,743 · management and general $111,722 · fundraising $101,304

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $4,127,825 · program services $3,298,866 · management and general $434,749 · fundraising $394,210

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $741,198 · program services $627,870 · management and general $66,003 · fundraising $47,325

  • 10 · Payroll taxes

    total $375,447 · program services $305,726 · management and general $32,777 · fundraising $36,944

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $94,981 · program services $30,465 · management and general $64,516

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $127,246 · program services $127,108 · management and general $85 · fundraising $53

  • 17 · Travel

    total $26,151 · program services $19,296 · management and general $6,453 · fundraising $402

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $356,378 · program services $339,377 · management and general $17,001

  • 23 · Insurance

    total $76,541 · program services $43,318 · management and general $33,223

  • 24a · Other expenses: FOOD COSTS

    total $4,592,431 · program services $4,592,431

  • 24b · Other expenses: AUTO

    total $511,274 · program services $510,890 · management and general $384

  • 24c · Other expenses: CONSULTANTS

    total $460,558 · program services $287,267 · management and general $85,294 · fundraising $87,997

  • 24d · Other expenses: SUPPLIES

    total $452,488 · program services $249,252 · management and general $126,087 · fundraising $77,149

  • 24e · All other expenses

    total $1,236,203 · program services $973,201 · management and general $119,109 · fundraising $143,893

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,555,334 · end of year $1,109,641

  • 2 · Savings and temporary cash investments

    beginning of year $3,534,527 · end of year $3,779,364

  • 3 · Pledges and grants receivable

    beginning of year $2,223,091 · end of year $2,018,466

  • 4 · Accounts receivable

    beginning of year $219,501 · end of year $405,203

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $12,165,618 · end of year $12,115,617

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $224,014 · end of year $390,379

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

    $3,829,085

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

    $1,872,258

  • 10c · Land, buildings and equipment, net

    beginning of year $2,078,140 · end of year $1,956,827

  • 11 · Investments: publicly traded securities

    beginning of year $2,432,874 · end of year $2,591,503

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $255,969 · end of year $380,434

  • 17 · Accounts payable and accrued expenses

    beginning of year $570,748 · end of year $1,161,673

  • 23 · Secured mortgages and notes payable

    beginning of year $2,200,000 · end of year $2,200,000

  • 25 · Other liabilities

    beginning of year $240,792 · end of year $263,295

  • 27 · Net assets without donor restrictions

    beginning of year $10,829,429 · end of year $10,671,797

  • 28 · Net assets with donor restrictions

    beginning of year $10,848,099 · end of year $10,450,669

Mission and programs · 2023

Mission

To provide impactful programs and services to older adults living in poverty. To provide seniors life sustaining services in a welcoming and supportive environment where they can get the help they need.

  • NUTRITIONServing Seniors Senior Nutrition Program ensures almost 7,000 low-income seniors have access to a nutritious diet, providing over one million congregate and home-delivered meals a year. Meals are served from numerous congregate sites across San Diego County and delivered directly to homebound seniors each day.

    Expenses $8,417,576

  • HEALTH AND SOCIAL SERVICESServing Seniors team of health educators, social service case managers, and housing navigators provide an array of integrated health and social services that improve low-income seniors health and well-being.Case managers work one-on-one with clients to provide support for the complex, poverty-related issues that threaten their stability and well-being. For many clients without familial support, the case managers fill the role of a caring family member, providing a helping hand and a listening ear.

    Expenses $2,953,270

  • HOUSINGServing Seniors provides robust senior housing programs that lift seniors out of homelessness and increase the stock of affordable senior housing in the region. The Transitional Housing Program helps homeless seniors get off the streets by providing transitional housing and supportive services as a direct stepping stone to permanentaffordable housing. Case managers help clients apply for entitlements, save and budget their money, access health and community services, provide life skills training, and make regular in-unit check-ins.Serving Seniors partnered with the City of San Diego to open Seniors Landing Bridge Shelter, a non congregate shelter that provides temporary housing to older adults transitioning out of homelessness and into permanent housing.Serving Seniors affiliate entities Senior Housing Corporation and City Heights Senior Housing Corporation own 529 units of affordable senior housing. Serving Seniors provides meals, social services and socialization opportunities to senior residents across these sites.

    Expenses $881,964 · Revenue $1,012,184

As filed on the 2023 return.

Listed in Part VII

  • PAUL DOWNEY

    President & CEO

    Total calculated
    $340,264
    From this org
    $303,824
    From related orgs
    $0
    Other
    $36,440
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $303,824
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,538
    Nontaxable benefits
    $27,902
    Filer's total
    $340,264

  • MELINDA FORSTEY

    COO

    Total calculated
    $201,371
    From this org
    $189,846
    From related orgs
    $0
    Other
    $11,525
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $189,846
    Bonus
    not reported
    Other
    not reported
    Deferred
    $5,623
    Nontaxable benefits
    $5,902
    Filer's total
    $201,371

  • SUE SCHAFFNER

    CFO

    Total calculated
    $173,744
    From this org
    $154,913
    From related orgs
    $0
    Other
    $18,831
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $154,913
    Bonus
    not reported
    Other
    not reported
    Deferred
    $4,713
    Nontaxable benefits
    $14,118
    Filer's total
    $173,744

  • EDITH GLASSEY

    CPO

    Total calculated
    $170,544
    From this org
    $154,148
    From related orgs
    $0
    Other
    $16,396
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,148
    Bonus
    not reported
    Other
    not reported
    Deferred
    $4,537
    Nontaxable benefits
    $11,859
    Filer's total
    $170,544

  • GISELLE BEETS

    VP Operations

    Total calculated
    $132,413
    From this org
    $121,798
    From related orgs
    $0
    Other
    $10,615
    Hours/week
    40

  • JENNIFER SINNOTT

    VP Health

    Total calculated
    $111,083
    From this org
    $100,279
    From related orgs
    $0
    Other
    $10,804
    Hours/week
    40

  • BOBBY LACOUR

    Finance Chair

    Total calculated
    $0
    Hours/week
    0.5

  • JOY DELMAN

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • MARY GENDRON

    Board Chair

    Total calculated
    $0
    Hours/week
    0.5

  • LINA ERICSSON

    Past Chair

    Total calculated
    $0
    Hours/week
    0.5

  • SCOTT BROWN

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • MATT STRAUSS

    Philan Chair

    Total calculated
    $0
    Hours/week
    0.5

  • KRIS VIRTUE

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • JIM SIKORA

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • JONI LOW

    Gov Chair

    Total calculated
    $0
    Hours/week
    0.5

  • NANCY L VAUGHAN

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • DEB BARRETT

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • DIVYA KOURA

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • ARLENE PRATER

    Director

    Total calculated
    $0
    Hours/week
    0.5

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 · 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
16 January 2025
IRS schema version
2023v6.0
Source object
202540209349301044

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