Form 990 for tax year 2023

Totals

Total revenue

$29,002,503

Total expenses

$28,643,214

Contributions and grants received

$809,841

Grants paid

$0

Program service revenue

$28,033,308

Investment income

$78,026

Other revenue

$81,328

Total assets, end of year

$13,584,779

Total liabilities, end of year

$3,773,382

Net assets or fund balances, end of year

$9,811,397

Program services expenses (Part IX)

$23,320,054

Management and general expenses

$4,272,385

Fundraising expenses

$1,050,775

Program service expenses (Part III)

$23,320,054

Program services were 81.4% 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.

Mission and programs · 2023

• 211 SAN DIEGO OFFERS A FREE, 24-HOUR CONFIDENTIAL PHONE SERVICE AND SEARCHABLE ONLINE DATABASE. BY DIALING 211, PEOPLE ARE LINKED TO A TRAINED COMMUNITY CONNECTOR WHO CONDUCTS COMPREHENSIVE ELIGIBILITY SCREENINGS AND NEEDS ASSESSMENTS TO GAIN AN UNDERSTANDING OF EACH PERSON'S UNIQUE SITUATION. COMMUNITY CONNECTORS MATCH EACH PERSON'S NEEDS WITH AVAILABLE COMMUNITY RESOURCES AND WORK WITH THEM AS WELL AS WITH NONPROFIT AND GOVERNMENT SERVICES TO ENSURE THEY RECEIVE THE SUPPORT NECESSARY TO MEET THEIR NEEDS TO IMPROVE THEIR QUALITY OF LIFE. REFERRALS OFTEN INCLUDE 211'S OWN IN-DEPTH SERVICES INCLUDING PUBLIC ASSISTANCE ENROLLMENT SERVICES OR HEALTH, HOUSING UTILITY ASSISTANCE OR MILITARY/VETERAN NAVIGATION SERVICES.DURING DISASTERS OR PUBLIC HEALTH CRISES, 211 SAN DIEGO IS ACTIVATED AS THE PRIMARY NUMBER FOR THE PUBLIC TO CALL TO PROVIDE OFFICIAL INFORMATION ON BEHALF OF THE LOCAL COUNTY GOVERNMENT. DURING THIS TIME, 211 PROVIDES RUMOR CONTROL, TREND REPORTING AND INVALUABLE DATA COLLECTION AND REPORTING TO THE COUNTY, REPORTING ON COMMUNITY UNMET NEEDS AND ACTING AS THE CENTRAL COMMUNICATIONS POINT FOR OTHER COMMUNITY AGENCIES AND NON-GOVERNMENTAL ORGANIZATIONS.

  Expenses $6,990,590 · Revenue $11,543,272

• ACCESS OFFERS A PORTFOLIO OF EVOLVING PROGRAMS TO CONNECT TO, MAINTAIN, AND UTILIZE PUBLIC BENEFIT PROGRAMS, WHICH ARE KNOWN TO HAVE A SIGNIFICANT IMPACT IN REDUCING POVERTY AND PROMOTING OPPORTUNITY FOR LOW-INCOME HOUSEHOLDS. PROGRAMS ARE IMPLEMENTED IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS AND LOCAL AND STATE GOVERNMENT OFFICES.211 SAN DIEGO PROVIDES GENERAL INFORMATION AND OFFER HELP TOWARD ACCESSING OR COMPLETING AN APPLICATION, ENROLLMENT AND/OR RENEWAL OF VARIOUS PUBLIC BENEFIT PROGRAMS. THESE PROGRAMS OFTEN VARY, DEPENDING ON RISING NEEDS AND SEASONAL AND/OR TEMPORARY PUBLIC BENEFIT PROGRAMS, SUCH AS FREE TAX PREPARATION (WITH ACCESS TO STATE/FEDERAL TAX CREDITS), EMERGENCY RENTAL ASSISTANCE, OR PANDEMIC-RELATED ELECTRONIC BENEFITS TRANSFER (EBT).

  Expenses $11,329,864 · Revenue $11,398,187

• A CORNERSTONE PROGRAM OFFERED ON AN ONGOING BASIS SINCE 2009 IS THE ENROLLMENT CENTER WHICH OFFERS OVER-THE-PHONE APPLICATION ASSISTANCE FOR CALFRESH AND MEDICAL. THIS UNIQUE OVER-THE-PHONE ACCESSIBILITY HELPS ELIMINATE BARRIERS TO IN-PERSON ENROLLMENT, SUCH AS TRANSPORTATION, CHILDCARE OR PHYSICAL LIMITATIONS. IN 2022, THESE SERVICES EXPANDED TO INCLUDE OVER-THE-PHONE SUPPORT FOR COMPLETING THE SAR7 FOR THE ANNUAL RECERTIFICATION OF CALFRESH BENEFITS. THIS SERVICE IS AVAILABLE TO THE COUNTIES OF SAN DIEGO, IMPERIAL, AND SAN FRANCISCO. TO SCHEDULE AN APPOINTMENT, ANYONE (WITHIN SAN DIEGO AND IMPERIAL COUNTY) CAN CALL 2-1-1 OR VISIT WWW.2ENROLLME.ORG (SAN DIEGO, IMPERIAL, AND SAN FRANCISCO COUNTIES). THE ENROLLMENT CENTER COMPLETES OVER 1,600 APPLICATIONS PER MONTH, WITH A 70% ENROLLMENT RATE AND AN AVERAGE MONTHLY BENEFIT AMOUNT OF $144 PER HOUSEHOLD, GENERATING OVER $3 MILLION IN BENEFITS.

  Expenses $2,855,999 · Revenue $2,902,508

• RECOGNIZING THAT SOCIAL FACTORS SIGNIFICANTLY IMPACT HEALTH OUTCOMES AND SPENDING, 211 SAN DIEGO DEVELOPED THE COMMUNITY INFORMATION EXCHANGE (CIE), AN ECOSYSTEM UTILIZING A CLOUD-BASED PLATFORM AND A TRUSTED NETWORK OF MULTIDISCIPLINARY SERVICE PROVIDERS (OVER 140 AND GROWING) TO SHARE DATA TO BETTER UNDERSTAND A CLIENT'S HEALTH AND SOCIAL NEEDS AND ACCESS TAILORED COMMUNITY SERVICES TO MEET THEIR NEEDS HOLISTICALLY. THE CIE USES A SHARED LANGUAGE, AN INTEROPERABLE TECHNOLOGY PLATFORM, AND INTEGRATED DATA TO DELIVER ENHANCED COMMUNITY CARE PLANNING. BY FOCUSING ON THESE CORE COMPONENTS, THE CIE ENABLES COMMUNITIES TO SHIFT AWAY FROM A REACTIVE APPROACH TO PROVIDING CARE TO ONE THAT ENABLES PARTNERS TO INTEGRATE DATA FROM MULTIPLE SOURCES AND MAKE BI-DIRECTIONAL REFERRALS TO CREATE A LONGITUDINAL RECORD THAT PROMOTES A PROACTIVE, HOLISTIC, PERSON-CENTERED SYSTEM OF CARE. THIS PERSON-CENTERED MODEL OFFERS PROACTIVE CARE WHILE COLLECTING SHARED OUTCOME MEASUREMENTS THAT CAN APPLY INNOVATIVE SOLUTIONS THROUGH POLICY AND SYSTEMS CHANGE AND HAS BEEN REPLICATED ACROSS THE COUNTRY.

  Expenses $2,143,601 · Revenue $2,189,341

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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.

• COMMUNITY INFORMATION EXCHANGE

  501(C)(3) · SUPPORT INFORMATION EXCHANGE · CA · controlled entity

  Directly controlled by INFO LINE OF SAN DIEGO COUNTY DBA 211 SAN DIEGO

• SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE

  501(C)(3) · SUPPORT INFORMATION EXCHANGE · CA · controlled entity

  Directly controlled by INFO LINE OF SAN DIEGO COUNTY DBA 211 SAN DIEGO

Provenance

Return type

form_990

Tax year

2023

Filed

12 May 2025

IRS schema version

2023v6.0

Source object

202541359349309374

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