Totals
- Total revenue
- $2,562,341
- Total expenses
- $2,411,052
- Contributions and grants received
- $1,986,730
- Grants paid
- $0
- Program service revenue
- $495,486
- Investment income
- $101,521
- Other revenue
- -$21,396
- Total assets, end of year
- $3,130,728
- Total liabilities, end of year
- $200,530
- Net assets or fund balances, end of year
- $2,930,198
- Program services expenses (Part IX)
- $2,058,487
- Management and general expenses
- $127,874
- Fundraising expenses
- $224,691
- Program service expenses (Part III)
- $2,058,487
Program services were 85.4% 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
$180,089
-
1e · Government grants (contributions)
$40,200
-
1f · All other contributions, gifts and grants
$1,766,441
-
2a · Program service revenue: CONTRACT REVENUE
total $483,120 · related or exempt $483,120
-
2b · Program service revenue: CLIENT VOLUNTARY PAYMENT
total $12,366 · related or exempt $12,366
-
3 · Investment income
total $96,325 · excluded $96,325
-
7a · Gross sales of assets other than inventory
securities $1,026,668
-
7b · Less cost or other basis and sales expenses
securities $1,021,472
-
7c · Gain or loss
securities $5,196
-
7d · Net gain or loss
total $5,196 · related or exempt $5,196
-
8a · Fundraising events: contributions included on line 1c
$180,089
-
8b · Fundraising events: direct expenses
$21,396
-
8c · Net income from fundraising events
total -$21,396 · excluded -$21,396
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $116,958 · program services $87,718 · management and general $17,544 · fundraising $11,696
-
7 · Other salaries and wages
total $1,370,230 · program services $1,173,264 · management and general $55,954 · fundraising $141,012
-
9 · Other employee benefits
total $152,787 · program services $132,123 · management and general $10,591 · fundraising $10,073
-
10 · Payroll taxes
total $115,357 · program services $97,716 · management and general $5,708 · fundraising $11,933
-
11c · Fees: accounting
total $17,400 · program services $14,790 · management and general $696 · fundraising $1,914
-
11f · Fees: investment management
total $12,578 · management and general $12,578
-
11g · Fees: other
total $42,510 · program services $36,661 · management and general $1,560 · fundraising $4,289
-
12 · Advertising and promotion
total $9,179 · program services $2,486 · management and general $59 · fundraising $6,634
-
13 · Office expenses
total $35,019 · program services $27,323 · management and general $1,475 · fundraising $6,221
-
14 · Information technology
total $60,366 · program services $48,003 · management and general $1,842 · fundraising $10,521
-
16 · Occupancy
total $78,220 · program services $66,996 · management and general $3,105 · fundraising $8,119
-
17 · Travel
total $37,057 · program services $35,356 · management and general $166 · fundraising $1,535
-
19 · Conferences, conventions and meetings
total $2,012 · program services $1,132 · management and general $43 · fundraising $837
-
22 · Depreciation, depletion and amortization
total $10,667 · program services $8,854 · management and general $533 · fundraising $1,280
-
23 · Insurance
total $24,648 · program services $21,220 · management and general $1,125 · fundraising $2,303
-
24a · Other expenses: CLIENT GOODS AND SERVICES
total $272,084 · program services $272,077 · management and general $2 · fundraising $5
-
24b · Other expenses: MERCHANT AND BANK FEES
total $17,903 · program services $2,898 · management and general $13,622 · fundraising $1,383
-
24c · Other expenses: DEVELOPMENT
total $8,577 · program services $5,932 · management and general $307 · fundraising $2,338
-
24d · Other expenses: RECRUITMENT/RETENTION
total $8,334 · program services $6,355 · management and general $346 · fundraising $1,633
-
24e · All other expenses
total $19,166 · program services $17,583 · management and general $618 · fundraising $965
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $477,526 · end of year $24,319
-
2 · Savings and temporary cash investments
beginning of year $543,415 · end of year $597,678
-
3 · Pledges and grants receivable
beginning of year $90,000
-
4 · Accounts receivable
beginning of year $83,713 · end of year $86,373
-
9 · Prepaid expenses and deferred charges
beginning of year $32,944 · end of year $27,982
-
11 · Investments: publicly traded securities
beginning of year $1,511,341 · end of year $2,204,670
-
14 · Intangible assets
beginning of year $10,667
-
15 · Other assets
beginning of year $169,223 · end of year $189,706
-
17 · Accounts payable and accrued expenses
beginning of year $215,387 · end of year $200,530
-
27 · Net assets without donor restrictions
beginning of year $2,427,933 · end of year $2,731,590
-
28 · Net assets with donor restrictions
beginning of year $275,509 · end of year $198,608
Mission and programs · 2023
Mission
ELDERHELP OF SAN DIEGO, INC. IS A CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION FORMED FOR THE PURPOSE OF PROVIDING PERSONALIZED SERVICES, INFORMATION, AND COORDINATED CARE TO HELP SAN DIEGO'S SENIORS REMAIN INDEPENDENT AND LIVE WITH DIGNITY IN THEIR OWN HOMES.
Activities or mission (Part I)
PROVIDES SERVICES THAT HELP SENIORS REMAIN INDEPENDENT AND LIVE WITH DIGNITY IN THEIR OWN HOME.
-
CARE COORDINATION PROVIDES PROFESSIONAL GERIATRIC CARE MANAGERS WHO ASSESS SENIORS' NEEDS FOR SERVICES, DEVELOP CARE PLANS, AND MAINTAIN REGULAR CONTACT TO LENGTHEN THE TIME SENIORS CAN REMAIN AT HOME AND POSTPONE PLACEMENT INTO LONG TERM CARE OR OTHER OPTIONS. ALSO, THROUGH CARE COORDINATION, THE ORGANIZATION'S POOL OF VOLUNTEERS OFFERS REGULARLY SCHEDULED GROCERY SHOPPING, PANTRY DELIVERIES, FRIENDLY VISITING, GARDENING AND HOME REPAIRS, ASSISTANCE WITH TRANSPORTATION TO MEDICAL APPOINTMENTS AND OTHER SIMILAR ASSISTANCE TO SENIORS.
Expenses $983,119 · Revenue $874,015
-
HOUSING SERVICES PROVIDES ASSISTANCE TO SENIORS IN NEED OF AFFORDABLE HOUSING OPTIONS INCLUDING RESIDENTIAL LIVING SOCIAL SERVICES AND ROOMMATE PLACEMENT SERVICES.
Expenses $855,979 · Revenue $644,825
-
SENIORS A GO GO PROVIDES ESCORTED DOOR-TO-DOOR TRANSPORTATION. THE ORGANIZATION'S DRIVERS PICK UP MEMBERS AT THEIR DOOR, ASSIST THE MEMBER DURING THEIR APPOINTMENT OR ERRAND, AND MAKE SURE THEY GET HOME.
Expenses $219,389 · Revenue $76,975
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
DEBORAH MARTIN
CEO/EXEC DIR
- Total calculated
- $138,628
- From this org
- $116,958
- From related orgs
- $0
- Other
- $21,670
- Hours/week
- 40
-
MARINA BAROFF
VICE PRESIDE
- Total calculated
- $0
-
CANDICE CAUFIELD
SECRETARY
- Total calculated
- $0
-
BRYAN DEVORE
VICE PRESIDE
- Total calculated
- $0
-
MARY EVERT
DIRECTOR
- Total calculated
- $0
-
BRENDAN FARRELLY
DIRECTOR
- Total calculated
- $0
-
JOE GARBANZOS
DIRECTOR
- Total calculated
- $0
-
ANDREA HOGAN
PRESIDENT
- Total calculated
- $0
-
SARAH MARIUZ
DIRECTOR
- Total calculated
- $0
-
MONICA MEHREN
DIRECTOR
- Total calculated
- $0
-
PATTY MOISES
DIRECTOR
- Total calculated
- $0
-
JULIE MOORE
TREASURER
- Total calculated
- $0
-
NIKKI OSTREM
DIRECTOR
- Total calculated
- $0
-
JUSTIN WEBER
DIRECTOR
- Total calculated
- $0
-
RUSSELL WINSLOW
PAST PRESIDE
- Total calculated
- $0
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 November 2024
- IRS schema version
- 2023v6.0
- Source object
- 202510439349302156
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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