Form 990 for tax year 2024
Filed by FALLBROOK HEALTHCARE FOUNDATION INC.
Totals
- Total revenue
- $942,067
- Total expenses
- $760,885
- Contributions and grants received
- $698,892
- Grants paid
- $0
- Program service revenue
- $254,414
- Investment income
- $7,645
- Other revenue
- -$18,884
- Total assets, end of year
- $1,245,156
- Total liabilities, end of year
- $26,586
- Net assets or fund balances, end of year
- $1,218,570
- Program services expenses (Part IX)
- $441,566
- Management and general expenses
- $219,738
- Fundraising expenses
- $99,581
- Program service expenses (Part III)
- $441,566
Program services were 58.0% 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
$155,458
-
1e · Government grants (contributions)
$99,450
-
1f · All other contributions, gifts and grants
$443,984
-
1g · Noncash contributions included above
$25,351
-
2a · Program service revenue: Adult day care fees
total $247,484 · related or exempt $247,484
-
2b · Program service revenue: Grocery reimbursements
total $6,930 · related or exempt $6,930
-
3 · Investment income
total $7,645 · excluded $7,645
-
8a · Fundraising events: gross income
$30,318
-
8a · Fundraising events: contributions included on line 1c
$155,458
-
8b · Fundraising events: direct expenses
$49,202
-
8c · Net income from fundraising events
total -$18,884
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 $103,473 · program services $56,162 · management and general $32,791 · fundraising $14,520
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $405,244 · program services $231,199 · management and general $113,487 · fundraising $60,558
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $17,631 · program services $4,434 · management and general $12,410 · fundraising $787
-
10 · Payroll taxes
total $46,818 · program services $28,713 · management and general $11,678 · fundraising $6,427
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $275 · management and general $275
-
11c · Fees: accounting
total $14,709 · management and general $14,709
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $1,579 · program services $809 · management and general $513 · fundraising $257
-
12 · Advertising and promotion
total $6,518 · program services $1,715 · management and general $2,760 · fundraising $2,043
-
13 · Office expenses
total $20,431 · program services $13,338 · management and general $5,517 · fundraising $1,576
-
14 · Information technology
total $8,496 · program services $2,292 · management and general $1,564 · fundraising $4,640
-
15 · Royalties
total $0
-
16 · Occupancy
total $16,355 · program services $10,320 · management and general $4,228 · fundraising $1,807
-
17 · Travel
total $0
-
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 $17,656 · program services $10,073 · management and general $4,944 · fundraising $2,639
-
23 · Insurance
total $16,490 · program services $9,634 · management and general $5,719 · fundraising $1,137
-
24a · Other expenses: Automobile expenses
total $46,881 · program services $46,881
-
24b · Other expenses: Repairs and maintenance
total $9,737 · program services $5,555 · management and general $2,727 · fundraising $1,455
-
24c · Other expenses: Events and activities
total $5,258 · program services $5,258
-
24d · Other expenses: Grocery delivery
total $6,930 · program services $6,930
-
24e · All other expenses
total $16,404 · program services $8,253 · management and general $6,416 · fundraising $1,735
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $77,363 · end of year $146,116
-
3 · Pledges and grants receivable
end of year $125,598
-
4 · Accounts receivable
end of year $3,584
-
9 · Prepaid expenses and deferred charges
beginning of year $20,218 · end of year $4,000
-
10a · Land, buildings and equipment: cost or other basis
$774,806
-
10b · Land, buildings and equipment: accumulated depreciation
$443,932
-
10c · Land, buildings and equipment, net
beginning of year $345,897 · end of year $330,874
-
11 · Investments: publicly traded securities
beginning of year $419,367 · end of year $634,984
-
15 · Other assets
beginning of year $1
-
17 · Accounts payable and accrued expenses
beginning of year $37,980 · end of year $26,586
-
27 · Net assets without donor restrictions
beginning of year $824,866 · end of year $1,077,972
-
28 · Net assets with donor restrictions
end of year $140,598
Mission and programs · 2024
Mission
To provide services that help seniors maintain both physical and mental wellbeing, live independently as long as possible, and age with dignity. Programs provided include transportation, grocery delivery, referrals and support advocacy, hospital-to-home recovery support, community education focused on senior issues, and the Adult Day Care Center.
Activities or mission (Part I)
To provide services and resources that help seniors maintain both physical and mental wellbeing, live independently as long as possible, and age with dignity.
-
Adult Day Care - Provide professional caregiving and meaningful social interaction for older adults and adults with disabilities at daytime facility.
Expenses $170,363 · Revenue $247,484
-
Transportation - Provide ride services for seniors and adults with disabilities. The transportation program offers 1 in-town rides to medical appointments, pharmacies, dentists, grocery stores, hair salons and a friends house, 2 grocery deliveries, and 3 out-of-town rides within 50-mile radius of Fallbrook for health related appointments only.
Expenses $105,472 · Revenue $6,930
-
Advacocy - Ensures that seniors and disabled adults have access to local resources and national entitlements to manage their healthcare, safely maximize their independence, and enjoy an enriched quality of life.
Expenses $95,663
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Perla Hurtado
Executive Director
- Total calculated
- $103,473
- From this org
- $103,473
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Gail Jones
President
- Total calculated
- $0
- Hours/week
- 2
-
Roger Shaver
Past President
- Total calculated
- $0
- Hours/week
- 2
-
Sarah Eckhardt
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Candis Schoenheit
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer Strutz
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Carlos Perez
Director
- Total calculated
- $0
- Hours/week
- 2
-
Michael McHale
Director
- Total calculated
- $0
- Hours/week
- 2
-
Liz Cerruti
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer Afalava
Director
- Total calculated
- $0
- Hours/week
- 2
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
- 2024
- Filed
- 3 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513149349304471
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