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← SENIOR SERVICES FOR NORTHERN CALIFORNIA

Form 990 for tax year 2022

Filed by SENIOR SERVICES FOR NORTHERN CALIFORNIA.

Totals

Total revenue
$7,281,666
Total expenses
$3,092,017
Contributions and grants received
$5,984,905
Grants paid
$2,865,320
Program service revenue
$0
Investment income
$1,294,504
Other revenue
$2,257
Total assets, end of year
$48,956,337
Total liabilities, end of year
$5,943,255
Net assets or fund balances, end of year
$43,013,082
Program services expenses (Part IX)
$3,092,017
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$3,092,017

Program services were 100.0% 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

    $36,514

  • 1f · All other contributions, gifts and grants

    $5,948,391

  • 1g · Noncash contributions included above

    $5,142,465

  • 3 · Investment income

    total $2,455,180 · excluded $2,455,180

  • 7a · Gross sales of assets other than inventory

    securities $5,667,253

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

    securities $6,827,929

  • 7c · Gain or loss

    securities -$1,160,676

  • 7d · Net gain or loss

    total -$1,160,676 · excluded -$1,160,676

  • 8a · Fundraising events: gross income

    $41,176

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

    $36,514

  • 8b · Fundraising events: direct expenses

    $38,919

  • 8c · Net income from fundraising events

    total $2,257 · excluded $2,257

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,865,320 · program services $2,865,320

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $226,697 · program services $226,697

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,886,454 · end of year $2,241,187

  • 2 · Savings and temporary cash investments

    beginning of year $287,474 · end of year $289,304

  • 3 · Pledges and grants receivable

    beginning of year $1,253,275 · end of year $5,591,781

  • 11 · Investments: publicly traded securities

    beginning of year $33,178,717 · end of year $28,952,626

  • 15 · Other assets

    beginning of year $16,616,866 · end of year $11,881,439

  • 17 · Accounts payable and accrued expenses

    beginning of year $330,557 · end of year $448,789

  • 25 · Other liabilities

    beginning of year $7,442,907 · end of year $5,494,466

  • 27 · Net assets without donor restrictions

    beginning of year $7,350,756 · end of year $6,544,009

  • 28 · Net assets with donor restrictions

    beginning of year $39,098,566 · end of year $36,469,073

Mission and programs · 2022

Mission

THE PURPOSE OF SENIOR SERVICES FOR NORTHERN CALIFORNIA (SSNC) IS TO RECEIVE, ACCOUNT FOR, HOLD AND DISTRIBUTE GIFTS TO SEQUOIA LIVING, INC.

  • GRANTS TO SEQUOIA LIVING, INC. TO PROVIDE FACILITIES AND OTHER MEANS OF CARE TO ELDERLY PERSONS.

    Expenses $3,092,017 · Grants $2,865,320

As filed on the 2022 return.

Listed in Part VII

  • Sara McVey

    CEO

    Total calculated
    $659,370
    From this org
    $0
    From related orgs
    $624,833
    Other
    $34,537
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $521,548 related
    Bonus
    $0 + $100,800 related
    Other
    $0 + $2,485 related
    Deferred
    $0 + $23,190 related
    Nontaxable benefits
    $0 + $11,347 related
    Filer's total
    $0 + $659,370 related

  • Charlie Shoemake

    CFO

    Total calculated
    $443,118
    From this org
    $0
    From related orgs
    $403,845
    Other
    $39,273
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $328,850 related
    Bonus
    $0 + $58,300 related
    Other
    $0 + $16,695 related
    Deferred
    $0 + $15,471 related
    Nontaxable benefits
    $0 + $23,802 related
    Filer's total
    $0 + $443,118 related

  • Martha Atwood

    VP OF HR & COMPLIANCE

    Total calculated
    $360,425
    From this org
    $0
    From related orgs
    $314,153
    Other
    $46,272
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,359 related
    Bonus
    $0 + $48,800 related
    Other
    $0 + $5,994 related
    Deferred
    $0 + $11,813 related
    Nontaxable benefits
    $0 + $34,459 related
    Filer's total
    $0 + $360,425 related

  • David Madson

    CHIEF FUND DEVELOPMENT OFFICER- SSNC

    Total calculated
    $261,495
    From this org
    $0
    From related orgs
    $252,009
    Other
    $9,486
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $216,103 related
    Bonus
    $0 + $27,800 related
    Other
    $0 + $8,106 related
    Deferred
    $0 + $9,424 related
    Nontaxable benefits
    $0 + $62 related
    Filer's total
    $0 + $261,495 related

  • Gary Freeman

    CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Steve Herman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • David Jamison

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Dede Jamison

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Arlene Kirsch

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Pete Palmer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Phillip R Placier

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Jim Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Marilyn Suey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mark Watson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gayle S Geary

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Nancy Mayeda

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

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

None.

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

The filer's explanations (Part III)

PART I, LINE 3
SSNC DOES NOT COMPENSATE ANY DIRECTOR, OFFICER, OR EMPLOYEE. COMPENSATION IS PROVIDED BY A RELATED ORGANIZATION. IN DETERMINING COMPENSATION OF THE CEO, THE RELATED ORGANIZATION USES SEVERAL METHODS, INCLUDING REVIEW BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, INDEPENDENT CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD.

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

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.

Related partnerships

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

  • EASTERN PARK APARTMENTS LP

    REAL ESTATE · CA

  • TOWN PARK TOWERS LP

    REAL ESTATE · CA

  • WESTERN PARK APARTMENTS LP

    REAL ESTATE · CA

Related corporations and trusts

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

  • SL SENIOR VENTURES LLC

    C · PROPERTY MANAGEMENT · CA

Provenance

Return type
form_990
Tax year
2022
Filed
25 October 2023
IRS schema version
2022v5.0
Source object
202312999349301906

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