Form 990 for tax year 2023

Filed by SENIOR CITIZENS OF GREATER DALLAS INC.

Totals

Total revenue: $7,000,951
Total expenses: $7,612,567
Contributions and grants received: $6,868,306
Grants paid: $936,301
Program service revenue: $38,234
Investment income: $126,407
Other revenue: -$31,996
Total assets, end of year: $11,036,481
Total liabilities, end of year: $342,060
Net assets or fund balances, end of year: $10,694,421
Program services expenses (Part IX): $5,626,024
Management and general expenses: $943,039
Fundraising expenses: $1,043,504
Program service expenses (Part III): $5,626,024

Program services were 73.9% 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

$162,500
1c · Fundraising events

$1,302,211
1e · Government grants (contributions)

$2,062,293
1f · All other contributions, gifts and grants

$3,341,302
1g · Noncash contributions included above

$435,836
2a · Program service revenue: GUARDIANSHIP FEES

total $38,234 · related or exempt $38,234
3 · Investment income

total $130,854 · excluded $130,854
7a · Gross sales of assets other than inventory

securities $1,479,804
7b · Less cost or other basis and sales expenses

securities $1,484,251
7c · Gain or loss

securities -$4,447
7d · Net gain or loss

total -$4,447 · excluded -$4,447
8a · Fundraising events: gross income

$203,364
8a · Fundraising events: contributions included on line 1c

$1,302,211
8b · Fundraising events: direct expenses

$247,231
8c · Net income from fundraising events

total -$43,867 · excluded -$43,867
11a · Other revenue: MISCELLANEOUS REVENUE

total $11,871 · excluded $11,871
11e · Other revenue, total

$11,871

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $936,301 · program services $936,301
5 · Compensation of officers, directors and key employees

total $716,921 · program services $333,641 · management and general $138,955 · fundraising $244,325
7 · Other salaries and wages

total $2,993,052 · program services $2,356,969 · management and general $274,100 · fundraising $361,983
8 · Pension plan contributions

total $139,923 · program services $132,135 · management and general $7,668 · fundraising $120
9 · Other employee benefits

total $412,030 · program services $293,228 · management and general $76,519 · fundraising $42,283
10 · Payroll taxes

total $260,593 · program services $194,327 · management and general $26,286 · fundraising $39,980
11c · Fees: accounting

total $35,802 · program services $25,778 · management and general $5,728 · fundraising $4,296
11g · Fees: other

total $8,017 · management and general $2,492 · fundraising $5,525
12 · Advertising and promotion

total $287,750 · program services $28,799 · management and general $7,599 · fundraising $251,352
13 · Office expenses

total $121,712 · program services $78,366 · management and general $25,732 · fundraising $17,614
14 · Information technology

total $121,162 · program services $96,079 · management and general $15,326 · fundraising $9,757
16 · Occupancy

total $222,023 · program services $154,762 · management and general $42,910 · fundraising $24,351
17 · Travel

total $122,975 · program services $121,181 · management and general $947 · fundraising $847
19 · Conferences, conventions and meetings

total $50,600 · program services $48,413 · management and general $1,205 · fundraising $982
21 · Payments to affiliates

total $268,921 · management and general $268,921
24a · Other expenses: STIPEND

total $562,827 · program services $562,827
24b · Other expenses: PROGRAM SUPPLIES

total $69,483 · program services $29,164 · management and general $16,821 · fundraising $23,498
24c · Other expenses: DUES & SUBSCRIPTIONS

total $54,153 · program services $44,853 · management and general $5,000 · fundraising $4,300
24d · Other expenses: VOLUNTEER RECOGNITION

total $44,882 · program services $41,859 · management and general $2,871 · fundraising $152
24e · All other expenses

total $183,440 · program services $147,342 · management and general $23,959 · fundraising $12,139

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $1,567,229 · end of year $1,183,611
3 · Pledges and grants receivable

beginning of year $704,956 · end of year $438,446
4 · Accounts receivable

beginning of year $183,034 · end of year $93,234
9 · Prepaid expenses and deferred charges

beginning of year $11,345 · end of year $28,078
10a · Land, buildings and equipment: cost or other basis

$8,011,426
10b · Land, buildings and equipment: accumulated depreciation

$3,563,889
10c · Land, buildings and equipment, net

beginning of year $4,370,812 · end of year $4,447,537
12 · Investments: other securities

beginning of year $4,197,559 · end of year $4,807,325
15 · Other assets

beginning of year $25,965 · end of year $38,250
17 · Accounts payable and accrued expenses

beginning of year $139,532 · end of year $103,871
19 · Deferred revenue

beginning of year $167,968 · end of year $199,939
25 · Other liabilities

beginning of year $25,965 · end of year $38,250
27 · Net assets without donor restrictions

beginning of year $8,401,239 · end of year $8,574,791
28 · Net assets with donor restrictions

beginning of year $2,326,196 · end of year $2,119,630

Mission and programs · 2023

Mission

TO ENHANCE THE QUALITY OF LIFE OF OLDER ADULTS IN GREATER DALLAS.

ELDER FINANCIAL SAFETY CENTER - THE ELDER FINANCIAL SAFETY CENTER IS A COLLABORATION BETWEEN THE SENIOR SOURCE, THE DALLAS COUNTY D.A.'S OFFICE AND THE PROBATE COURTS TO ENSURE THE FINANCIAL SAFETY OF OLDER ADULTS THROUGH PREVENTION, PROSECUTION AND PROTECTION SERVICES. THE SENIOR SOURCE PROVIDES THE PREVENTION SERVICES THROUGH THE ELDER FINANCIAL SAFETY CENTER. 6,581 INDIVIDUALS RECEIVED PREVENTION SERVICES IN THE AREAS OF INSURANCE COUNSELING, FINANCIAL COUNSELING, CONSUMER CREDIT COUNSELING, EMPLOYMENT, MONEY MANAGEMENT AND FINANCIAL SUPPORT. ADDITIONALLY, MORE THAN 10,000 INDIVIDUALS WERE EDUCATED ON THE SERVICES OF THE ELDER FINANCIAL SAFETY CENTER, FRAUDS AND SCAMS PREVENTION AND RECOVERY, AND ENSURING FINANCIAL SECURITY. 53% OF CLIENTS RECEIVING PREVENTION SERVICES INCREASED THEIR INCOME OR DECREASED THEIR EXPENSES WITH A TOTAL FINANCIAL IMPACT OF $8.77M.

Expenses $2,035,115 · Grants $936,301
LONG TERM CARE OMBUDSMAN PROGRAM - NURSING HOME AND ASSISTED LIVING FACILITY RESIDENTS IN DALLAS COUNTY RECEIVED INFORMATION AND NEEDED ASSISTANCE FROM CERTIFIED OMBUDSMAN STAFF AND VOLUNTEERS IN 79 NURSING HOMES AND 197 ASSISTED LIVING FACILITIES. OMBUDSMEN ADRESSED 1,283 COMPLAINTS RELATED TO STAFFING SHORTAGES, SUBSTANDARD CARE, UNANSWERED CALL BUTTONS, MEDICATION MISMANAGEMENT, UNSANITARY CONDITIONS, AND OTHER CRITICAL ISSUES. STAFF AND VOLUNTEER OMBUDSMAN WORKED WITHRESIDENTS, FACILITY STAFF AND FAMILIES TO RESOLVE COMPLAINTS RECEIVED. OMBUDSMAN WERE ABLE TO RESOLVE 84% OF THE COMPLAINTS TO THE RESIDENT'S COMPLETE SATISFACTION, EXCEEDING THE NATIONAL GOAL OF 70% OF COMPLAINT RESOLUTION. ADDITIONALLY, 2,510 FRIENDLY VISITOR VOLUNTEERS BROUGHT THE COMMUNITY INTO NURSING HOMES THROUGH INDIVIDUAL VISITATION, GROUP PARTIES, AND OTHER SOCIAL ACTIVITIES TO REDUCE THE ISOLATION AND LONELINESS RESIDENTS EXPERIENCE.

Expenses $875,192
FOSTER GRANDPARENT PROGRAM - 104 LOW-INCOME OLDER ADULTS IN DALLAS AND COLLIN COUNTIES TYPICALLY SERVE 15 TO 40 HOURS A WEEK WITH SPECIAL NEEDS CHILDREN AT DAY CARE CENTERS SERVING CHILDREN WITH SPECIAL NEEDS AND MEDICAL CARE FACILITIES PROVIDING MORE THAN 65,000 HOURS OF SPECIAL ATTENTION. CHILDREN WITH EXCEPTIONAL NEEDS BENEFIT FROM THE ATTENTION OF THE FOSTER GRANDPARENTS, AND THE LIVES OF THE GRANDPARENT VOLUNTEERS ARE ENRICHED IN KNOWING THEY ARE NEEDED AND CAN MAKE A DIFFERENCE IN THE LIVES OF THE CHILDREN. 98% OF VOLUNTEERS FELT AN INCREASED SENSE OF PURPOSE AS VOLUNTEERS.

Expenses $806,391
GUARDIANSHIP PROGRAM - INCAPACITATED ELDERLY RECEIVED LEGAL GUARDIANSHIP SERVICES AFTER BECOMING LEGALLY INCAPACITATED BY THE DALLAS COUNTY PROBATE COURTS. CERTIFIED GUARDIANSHIP CASE MANAGERS MAY PROVIDE DIRECT SERVICE TO CLIENTS IN DALLAS, COLLIN, DENTON, HUNT, ROCKWALL, AND KAUFMAN COUNTIES TO PROTECT VULNERABLE ELDERLY FROM ABUSE, NEGLECT AND EXPLOITATION. GUARDIANSHIP CASE MANAGERS WERE ACCOUNTABLE TO AND FOR THEIR CLIENTS AT ALL TIMES AND CARRIED WORK CELL PHONES 24/7. 100% OF GUARDIANSHIP CLIENTS WERE MONITORED BY THE DALLAS COUNTY PROBATE COURTS OR THE HEATH AND HUMAN SERVICES COMMISSION OF THE STATE OF TEXAS, AND ALL WERE GRANTED CONTINUANCE BASED ON THE QUALITY OF CARE CLIENTS RECEIVED.

Expenses $539,063 · Revenue $38,234
SENIOR COMPANION PROGRAM - 65 LOW-INCOME SENIOR COMPANIONS IN DALLAS AND COLLIN COUNTIES PROVIDED VIRTUAL AND IN-PERSON ASSISTANCE TO 417 FRAIL ELDERLY INDIVIDUALS. COMPANIONS SERVING VIRTUALLY MADE SUPPORTIVE CALLS AND DELIVERED MEALS ON WHEELS, THOSE SERVING IN PERSON CAN ACCOMPANY CLIENTS TO MEDICAL APPOINTMENTS AND THE GROCERY STORE, ASSIST WITH RESPITE CARE, PREPARE MEALS, AS WELL AS PROVIDE NEEDED COMPANIONSHIP. 88% OF VOLUNEERS INCREASED THEIR SENSE OF PURPOSE AND 79% EXPERIENCED A DECREASE IN LONELINESS AND ISOLATION THROUGH THESE VOLUNTEER ACTIVITIES.

Expenses $515,330
CAREGIVER SUPPORT PROGRAM - 2,254 OLDER ADULTS AND FAMILY CAREGIVERS RECEIVED SUPPORTIVE COUNSELING, INFORMATION AND RESOURCES TO HELP NAVIGATE THE CHALLENGES OF AGING AND CARING FOR AGING LOVED ONES. 82% OF CAREGIVERS REPORTED A DECREASE IN STRESS AFTER CONNECTING WITH THE PROGRAM AND TRAINED STAFF. THE PROGRAM ALSO FACILITATES MULTIPLE CAREGIVING SEMINARS AND SUPPORT GROUPS IN ENGLISH AND SPANISH EACH YEAR.

Expenses $425,185
RETIRED AND SENIOR VOLUNTEER PROGRAM - 318 RSVP MEMBERS IN DALLAS AND COLLIN COUNTIES VOLUNTEERED WITH 27 NONPROFIT ORGANIZATIONS, HOSPITALS, AND SCHOOLS, EXPANDING THE REACH AND IMPACT OF THESE ORGANIZATIONS. VOLUNTEERS SERVED VIRTUALLY AND IN-PERSON, INCLUDING SERVING AS TUTORS AND MENTORS, WORKING AS SENIOR MEDICARE FRAUD PATROL TEAMS, HELPING AT FOOD BANKS AND PANTRIES, ASSISTING WITH DISASTER PREPAREDNESS, AND BUILDING RAMPS AND PROVIDING MINOR HOME REPAIR FOR THE ELDERLY AND DISABLED. RSVP VOLUNTEERS PROVIDED 25,248 HOURS OF SERVICE WORT $845,555.52, ACCORDING TO INDEPENDENT SECTOR, TO THESE LOCAL ORGANIZATIONS. WITH THIS SUPPORT, LOCAL ORGANIZATIONS WERE ABLE TO EXPAND CAPACITY AND BETTER MEET THE NEEDS OF THE COMMUNITY.

Expenses $332,584
AGE - ADVOCACY GROUP FOR ELDERS - THE AGE PROGRAM EDUCATED 1,884 INDIVIDUALS ON ISSUES THAT AFFECT OLDER ADULTS, INCLUDING BETTER PROTECTIONS FOR NURSING HOME RESIDENTS AND STRONGER ELDER FINANCIAL ABUSE LAWS, AS WELL AS KEY CITY SERVICES FOR OLDER ADULTS. PRESENTATIONS AND ADVOCACY ALERTS WERE SHARED REGARDING EFFORTS IMPACTING OLDER ADULTS, AS WELL AS STRONGER ELDER FINANCIAL ABUSE LAWS, AND FEDERAL ADVOCACY TO CREATE STAFFING RATIOS IN NURSING HOMES AND FUNDING FOR ADULT PROTECTIVE SERVICES. 305 ADVOCATES CONTACTED ELECTED OFFICIALS ABOUT KEY ISSUES. THE MAJOR LOCAL ADVOCACY SUCCESSES WERE: MAINTAINING CITY OF DALLAS' FUNDING FOR OLDER ADULTS, INCLUDING TRANSPORTATION AND DENTAL ASSISTANCE AND ADDITITIONAL FUNDING FOR A AGE-FRIENDLY OFFICER AND 1.7M INCREASE IN SENIOR HOME REPAIR FUNDS. FEDERAL ADVOCACY SUCCESSES INCLUDED STAFFING RATIOS FOR NURSING HOMES AND FUNDING FOR AMERICORPS SENIORS PROGRAMS.

Expenses $97,164

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

Listed in Part VII

Stacey MalcolmsonSTACEY MALCOLMSON

PRESIDENT & CEO

Total calculated

$276,796

From this org

$250,080

From related orgs

$0

Other

$26,716

Hours/week

40

Schedule J breakdown matched by us

Base

$226,500

Bonus

$21,600

Other

$1,980

Deferred

$17,280

Nontaxable benefits

$9,436

Filer's total

$276,796
Hassan TahatHASSAN TAHAT

CFO

Total calculated

$178,181

From this org

$152,758

From related orgs

$0

Other

$25,423

Hours/week

40

Schedule J breakdown matched by us

Base

$142,758

Bonus

$10,000

Other

$0

Deferred

$11,347

Nontaxable benefits

$14,076

Filer's total

$178,181
Renae PerryRENAE PERRY

COO

Total calculated

$155,090

From this org

$137,288

From related orgs

$0

Other

$17,802

Hours/week

40

Schedule J breakdown matched by us

Base

$127,288

Bonus

$10,000

Other

$0

Deferred

$10,101

Nontaxable benefits

$7,701

Filer's total

$155,090
James BerndJAMES BERND

DIRECTOR OF MARKETING

Total calculated

$96,815

From this org

$78,692

From related orgs

$0

Other

$18,123

Hours/week

40
Caroline MarakCAROLINE MARAK

CDO

Total calculated

$75,517

From this org

$67,500

From related orgs

$0

Other

$8,017

Hours/week

40
Carter TollesonCARTER TOLLESON

AT-LARGE

Total calculated

$0

Hours/week

0.5
Kim CampbellKIM CAMPBELL

AT-LARGE

Total calculated

$0

Hours/week

0.5
Kimberly J Yamanouchi MD MPHKIMBERLY J YAMANOUCHI MD MPH

AT-LARGE

Total calculated

$0

Hours/week

0.5
Michael SchaeferMICHAEL SCHAEFER

DIRECTOR

Total calculated

$0

Hours/week

0.3
Kevin AkersKEVIN AKERS

DIRECTOR

Total calculated

$0

Hours/week

0.3
Wann BanksWANN BANKS

DIRECTOR

Total calculated

$0

Hours/week

0.3
Stephanie BernalSTEPHANIE BERNAL

DIRECTOR

Total calculated

$0

Hours/week

0.3
Scott ChaseSCOTT CHASE

DIRECTOR

Total calculated

$0

Hours/week

0.3
Pamela BusbeePAMELA BUSBEE

DIRECTOR

Total calculated

$0

Hours/week

0.3
Michael CorderMICHAEL CORDER

DIRECTOR

Total calculated

$0

Hours/week

0.3
Bob DillBOB DILL

DIRECTOR

Total calculated

$0

Hours/week

0.3
Andy DrexlerANDY DREXLER

DIRECTOR

Total calculated

$0

Hours/week

0.3
Jeremy HawpeJEREMY HAWPE

DIRECTOR

Total calculated

$0

Hours/week

0.3
Blake EstessBLAKE ESTESS

DIRECTOR

Total calculated

$0

Hours/week

0.3
Katy MillerKATY MILLER

DIRECTOR

Total calculated

$0

Hours/week

0.3
Patti FlowersPATTI FLOWERS

DIRECTOR

Total calculated

$0

Hours/week

0.3
Paige WilburPAIGE WILBUR

DIRECTOR

Total calculated

$0

Hours/week

0.3
Shannon FreezeSHANNON FREEZE

DIRECTOR

Total calculated

$0

Hours/week

0.3
Pam PerellaPAM PERELLA

DIRECTOR

Total calculated

$0

Hours/week

0.3
Trey Pugh IIITREY PUGH III

DIRECTOR

Total calculated

$0

Hours/week

0.3
Jude RamayyaJUDE RAMAYYA

DIRECTOR

Total calculated

$0

Hours/week

0.3
Dave BeranDAVE BERAN

DIRECTOR

Total calculated

$0

Hours/week

0.3
Dee VelvinDEE VELVIN

DIRECTOR

Total calculated

$0

Hours/week

0.3
Bob WhiteBOB WHITE

DIRECTOR

Total calculated

$0

Hours/week

0.3
Harsh AgarwalHARSH AGARWAL

DIRECTOR

Total calculated

$0

Hours/week

0.3
Mario LopezMARIO LOPEZ

DIRECTOR

Total calculated

$0

Hours/week

0.3
Adam MedranoADAM MEDRANO

DIRECTOR

Total calculated

$0

Hours/week

0.3
Kim QuinnKIM QUINN

DIRECTOR

Total calculated

$0

Hours/week

0.3
Tammy RichardsTAMMY RICHARDS

DIRECTOR

Total calculated

$0

Hours/week

0.3
Shannon WoodsSHANNON WOODS

DIRECTOR

Total calculated

$0

Hours/week

0.3
Andrew PaleyANDREW PALEY

DIRECTOR

Total calculated

$0

Hours/week

0.3
Chad Park DDSCHAD PARK DDS

PAST-CHAIR

Total calculated

$0

Hours/week

0.5
Den BishopDEN BISHOP

CHAIR ELECT

Total calculated

$0

Hours/week

0.5
Rebecca J WynneREBECCA J WYNNE

CHAIR

Total calculated

$0

Hours/week

1
Todd NordeenTODD NORDEEN

PLANNING CHAIR

Total calculated

$0

Hours/week

0.5
Sejal DesaiSEJAL DESAI

CORPORATE SECRETARY

Total calculated

$0

Hours/week

0.5
Jeff VanderbiltJEFF VANDERBILT

TREASURER

Total calculated

$0

Hours/week

0.5

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

3 · Compensation committee
3 · Independent compensation consultant
3 · Form 990 of other organizations
3 · Written employment contract
3 · Compensation survey or study
3 · Approval by the board or compensation committee

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)

SCHEDULE J, PART I, LINE 3: ANNUAL COMMUNITY COUNCIL PUBLICATIONS AND ANNUAL GUIDESTAR COMPENSATION SURVEY OF SALARY STRUCTURE IN THE DALLAS AREA ARE USED TO DETERMINE THE PROPRIETY OF THE COMPENSATION OF TOP OFFICERS. THE EXECUTIVE COMPENSATION REVIEW COMMITTEE OF THE BOARD OF DIRECTORS EVALUATES CEO PERFORMANCE ANNUALLY AND MAKES COMPENSATION DECISIONS.

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.

Provenance

Return type: form_990
Tax year: 2023
Filed: 7 October 2024
IRS schema version: 2023v5.1
Source object: 202432819349302278

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