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← SERVICE OPPORTUNITY FOR SENIORS

Form 990 for tax year 2023

Filed by SERVICE OPPORTUNITY FOR SENIORS.

Totals

Total revenue
$9,234,042
Total expenses
$7,359,304
Contributions and grants received
$8,454,387
Grants paid
$0
Program service revenue
$522,543
Investment income
$187,655
Other revenue
$69,457
Total assets, end of year
$9,935,920
Total liabilities, end of year
$2,108,830
Net assets or fund balances, end of year
$7,827,090
Program services expenses (Part IX)
$6,038,365
Management and general expenses
$852,649
Fundraising expenses
$468,290
Program service expenses (Part III)
$6,038,365

Program services were 82.1% 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.

  • 1e · Government grants (contributions)

    $7,465,658

  • 1f · All other contributions, gifts and grants

    $988,729

  • 1g · Noncash contributions included above

    $82,693

  • 2a · Program service revenue: CATERING

    total $447,547 · related or exempt $447,547

  • 2b · Program service revenue: SUPPORT SOLUTIONS

    total $67,842 · related or exempt $67,842

  • 2c · Program service revenue: AFGHAN ELDERLY ASSOCIA

    total $4,722 · related or exempt $4,722

  • 2d · Program service revenue: REWARDS PROGRAM

    total $2,432 · related or exempt $2,432

  • 3 · Investment income

    total $187,655 · excluded $187,655

  • 8a · Fundraising events: gross income

    $44,899

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $44,899 · excluded $44,899

  • 11a · Other revenue: OTHER INCOME

    total $24,558 · excluded $24,558

  • 11e · Other revenue, total

    $24,558

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $257,219 · program services $77,166 · management and general $180,053

  • 7 · Other salaries and wages

    total $2,604,925 · program services $2,280,990 · management and general $137,449 · fundraising $186,486

  • 8 · Pension plan contributions

    total $20,907 · program services $18,234 · management and general $1,344 · fundraising $1,329

  • 9 · Other employee benefits

    total $270,797 · program services $249,166 · fundraising $21,631

  • 10 · Payroll taxes

    total $242,756 · program services $202,092 · management and general $24,542 · fundraising $16,122

  • 11b · Fees: legal

    total $19,771 · program services $6,379 · management and general $11,371 · fundraising $2,021

  • 11c · Fees: accounting

    total $65,967 · program services $21,284 · management and general $37,941 · fundraising $6,742

  • 11g · Fees: other

    total $226,032 · program services $72,928 · management and general $130,002 · fundraising $23,102

  • 12 · Advertising and promotion

    total $76,065 · program services $17,569 · management and general $15,717 · fundraising $42,779

  • 13 · Office expenses

    total $278,565 · program services $93,520 · management and general $114,721 · fundraising $70,324

  • 14 · Information technology

    total $47,115 · program services $15,201 · management and general $27,098 · fundraising $4,816

  • 16 · Occupancy

    total $427,903 · program services $408,328 · management and general $19,082 · fundraising $493

  • 17 · Travel

    total $57,425 · program services $52,378 · management and general $4,745 · fundraising $302

  • 19 · Conferences, conventions and meetings

    total $33,444 · program services $15,154 · management and general $8,272 · fundraising $10,018

  • 20 · Interest

    total $1,345 · program services $609 · management and general $333 · fundraising $403

  • 22 · Depreciation, depletion and amortization

    total $90,219 · program services $75,107 · management and general $9,121 · fundraising $5,991

  • 23 · Insurance

    total $68,046 · program services $27,487 · management and general $39,697 · fundraising $862

  • 24a · Other expenses: DIRECT MATERIAL - PROGR

    total $2,238,496 · program services $2,180,534 · management and general $53,507 · fundraising $4,455

  • 24b · Other expenses: EQUIPMENT RENTAL & MAIN

    total $234,490 · program services $199,193 · management and general $23,983 · fundraising $11,314

  • 24c · Other expenses: VOLUNTEER PROJECTS

    total $45,207 · program services $1,207 · management and general $659 · fundraising $43,341

  • 24d · Other expenses: LIFE ELDER CARE

    total $41,650 · program services $18,873 · management and general $10,301 · fundraising $12,476

  • 24e · All other expenses

    total $10,960 · program services $4,966 · management and general $2,711 · fundraising $3,283

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $279,854 · end of year $723,510

  • 2 · Savings and temporary cash investments

    beginning of year $1,747,906 · end of year $2,491,413

  • 3 · Pledges and grants receivable

    beginning of year $162,500 · end of year $0

  • 4 · Accounts receivable

    beginning of year $1,797,088 · end of year $1,972,308

  • 8 · Inventories for sale or use

    beginning of year $57,440 · end of year $40,436

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,007 · end of year $16,007

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

    $1,956,242

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

    $981,653

  • 10c · Land, buildings and equipment, net

    beginning of year $430,119 · end of year $974,589

  • 11 · Investments: publicly traded securities

    beginning of year $1,707,549 · end of year $1,871,663

  • 15 · Other assets

    beginning of year $1,117,166 · end of year $1,845,994

  • 17 · Accounts payable and accrued expenses

    beginning of year $261,303 · end of year $275,657

  • 25 · Other liabilities

    beginning of year $1,101,974 · end of year $1,833,173

  • 27 · Net assets without donor restrictions

    beginning of year $5,370,958 · end of year $7,714,840

  • 28 · Net assets with donor restrictions

    beginning of year $581,394 · end of year $112,250

Mission and programs · 2023

Mission

WE FOSTER THE INDEPENDENCE AND DIGNITY OF OLDER ADULTS BY REDUCING FOOD INSECURITY AND ISOLATION, WITH DAILY NUTRITIOUS MEALS, FRIENDLY VISITS, AND CONNECTION TO SUPPORT SERVICES.

Activities or mission (Part I)

DELIVERS ONE NUTRITIOUS MEAL AND A WELLNESS CHECK TO HOMEBOUND SENIORS 60 YEARS AND OLDER.

  • THE MEALS ON WHEELS PROGRAM SERVED APPROX. 567,000 MEALS TO 3,000 UNDUPLICATED HOMEBOUND SENIORS DURING FISCAL YEAR ENDED JUNE 30, 2024. NUTRITIOUS BALANCED MEALS WERE DELIVERED DIRECTLY TO QUALIFIED HOMEBOUND SENIOR CITIZENS FIVE DAYS A WEEK. COLD AND FROZEN MEALS WERE DELIVERED ON THURSDAYS AND FRIDAYS FOR THE WEEKEND. A WELLNESS CHECK OF THE HOMEBOUND SENIOR WAS NOTED BY THE DRIVERS AT THE TIME OF THE MEAL DELIVERY. THE ORGANIZATION PROVIDES SERVCICES IN THE COMMUNITIES OF OAKLAND, HAYWARD, SAN LEANDRO, SAN LORENZO, CASTRO VALLEY, FREMONT, NEWARK, AND UNION CITY.

    Expenses $6,038,365 · Revenue $522,543

As filed on the 2023 return.

Listed in Part VII

  • Blake Spears

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Karen Friedman

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Bill Heil

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Mary Louise Zernicke

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Adrien Abuyen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Nick Brady

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Judy Chen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jim Dunn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Arash Ghassemi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Krista Lucchesi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Nate Offenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Pcyeta Stroud

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ladonna Toliver

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Charlie Deterline

    EXECUTIVE DIRECTOR

    Total calculated
    $187,442
    From this org
    $174,849
    From related orgs
    $0
    Other
    $12,593
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,849
    Bonus
    $0
    Other
    $0
    Deferred
    $4,250
    Nontaxable benefits
    $8,343
    Filer's total
    $187,442

  • Cadre Mandy

    OPERATION DIRECTOR

    Total calculated
    $114,039
    From this org
    $110,262
    From related orgs
    $0
    Other
    $3,777
    Hours/week
    40

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 · Written employment contract
  • 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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202501329349304160

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