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← SAN FRANCISCO BAY AREA LITTLE BROTHERS - FRIENDS OF THE ELDERLY

Form 990 for tax year 2023

Filed by SAN FRANCISCO BAY AREA LITTLE BROTHERS - FRIENDS OF THE ELDERLY.

Totals

Total revenue
$553,418
Total expenses
$435,226
Contributions and grants received
$553,418
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$446,973
Total liabilities, end of year
$39,440
Net assets or fund balances, end of year
$407,533
Program services expenses (Part IX)
$297,827
Management and general expenses
$58,976
Fundraising expenses
$78,423
Program service expenses (Part III)
$297,827

Program services were 68.4% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $47,885

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $68,695

  • 1f · All other contributions, gifts and grants

    $436,838

  • 1g · Noncash contributions included above

    $35,805

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

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

    $47,885

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $103,601 · program services $20,720 · management and general $41,440 · fundraising $41,441

  • 6 · Compensation of disqualified persons

    total $159,120 · program services $159,120

  • 9 · Other employee benefits

    total $19,117 · program services $18,161 · management and general $573 · fundraising $383

  • 10 · Payroll taxes

    total $21,153 · program services $20,095 · management and general $635 · fundraising $423

  • 11a · Fees: management

    total $5,781 · fundraising $5,781

  • 11c · Fees: accounting

    total $1,084 · management and general $1,084

  • 11g · Fees: other

    total $1,748 · management and general $1,748

  • 13 · Office expenses

    total $19,744 · program services $10,858 · management and general $2,962 · fundraising $5,924

  • 14 · Information technology

    total $730 · program services $511 · management and general $110 · fundraising $109

  • 16 · Occupancy

    total $35,805 · program services $25,064 · management and general $5,371 · fundraising $5,370

  • 19 · Conferences, conventions and meetings

    total $399 · management and general $399

  • 21 · Payments to affiliates

    total $2,939 · management and general $2,939

  • 23 · Insurance

    total $8,574 · program services $6,859 · management and general $1,715

  • 24a · Other expenses: Social Engagement

    total $36,439 · program services $36,439 · management and general $0 · fundraising $0

  • 24b · Other expenses: Cheers to Connections fundraiser

    total $18,992 · program services $0 · management and general $0 · fundraising $18,992

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $275,420 · end of year $186,862

  • 2 · Savings and temporary cash investments

    beginning of year $75,931 · end of year $260,111

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,628 · end of year -$1,078

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $58,514 · end of year $40,518

  • 27 · Net assets without donor restrictions

    beginning of year $287,209 · end of year $407,533

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

Little Brothers-Friends of the Elderly (LBFE) is a national network of nonprofits organizations committed to relieving isolation and loneliness among the elderlly. We offer the people of goodwill the opportunity to join the elderly in friendship and the celebration of life.

Activities or mission (Part I)

Little Brothers Friends of the Elderly (LBFE) is a non-profit committed to relieving isolation and lonliness among older adults in the San Fransico Bay Area. We offer the people of goodwill the opportunity to join the older adults in the celebration of life.

  • Little Brothers - Friends of the Elderly (LBFE) alleviates social isolation among older adults in San Francisco by fostering meaningful relationships and creating life-enriching experiences through year-round, free programming. Staff and volunteers build and sustain bonds of companionship that provide older adults-many of whom have limited social interaction-with consistent and caring human connection. Core programs include: Visiting Volunteer Matches: Our signature program pairs older adults with volunteers for one-on-one visits. Volunteers commit to at least two visits per month for six months, building long-term, supportive friendships. Holiday Home Visits: Volunteers deliver meals and companionship on major holidays, including Thanksgiving and Christmas Day. Social Gatherings: Group events and celebrations promote community and shared joy. Birthday Visits: Volunteers recognize and celebrate each older adult's birthday with a personal visit. Excursions: Outings to local attractions offer stimulating experiences and social engagement. Creative Connects: Intergenerational arts-based programs encourage expression and connection. Tech Allies for Health: Volunteers provide digital support to improve older adults' comfort with technology and telehealth access. Friendly Phone Calls: Regular check-in calls help maintain connection and monitor well-being. Medical Escort: Volunteers accompany older adults to medical appointments when needed. R.I.D.E. Program: Free transportation helps older adults access vital services and activities. Together, these programs combat loneliness and promote dignity, connection, and joy in the lives of older adults.

    Expenses $297,827 · Revenue $436,838

As filed on the 2023 return.

Listed in Part VII

  • Cathy Michalec

    Key Employee

    Total calculated
    $103,601
    From this org
    $103,601
    From related orgs
    $0
    Other
    $0
    Hours/week
    37.5

  • Catherine Reid

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Rowena Richie

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Malvika Singh

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • James Lee

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Shannon Kennedy

    Board Secretary

    Total calculated
    $0
    Hours/week
    2

  • Callie Ryan

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sophia Xing

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Britt Adams

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Junai Testa

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Johnell Davidson

    Board President

    Total calculated
    $0
    Hours/week
    2

  • Brendon Coates

    Board Treasurer

    Total calculated
    $0
    Hours/week
    2

  • John Lyons

    Board Vice President

    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.

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.

  • Little Brothers Friends of the Elderly LLC San Francisco Bay Areal Little Brothers Friends of the Elderly

    Related · Social Services · IL · 16.66% owned

Provenance

Return type
form_990
Tax year
2023
Filed
12 August 2025
IRS schema version
2023v6.0
Source object
202532259349302113

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