Form 990 for tax year 2025
Filed by SAN DIEGO SENIORS COMMUNITY FOUNDATION.
Totals
- Total revenue
- $952,127
- Total expenses
- $1,148,411
- Contributions and grants received
- $918,762
- Grants paid
- $561,918
- Program service revenue
- $0
- Investment income
- $32,852
- Other revenue
- $513
- Total assets, end of year
- $777,495
- Total liabilities, end of year
- $28,766
- Net assets or fund balances, end of year
- $748,729
- Program services expenses (Part IX)
- $1,041,710
- Management and general expenses
- $76,248
- Fundraising expenses
- $30,453
- Program service expenses (Part III)
- $1,041,710
Program services were 90.7% 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.
-
1f · All other contributions, gifts and grants
$918,762
-
1g · Noncash contributions included above
$28,739
-
3 · Investment income
total $33,651 · excluded $33,651
-
7a · Gross sales of assets other than inventory
securities $27,940
-
7b · Less cost or other basis and sales expenses
securities $28,739
-
7c · Gain or loss
securities -$799
-
7d · Net gain or loss
total -$799 · excluded -$799
-
11d · All other revenue
total $513 · excluded $513
-
11e · Other revenue, total
$513
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $561,918 · program services $561,918
-
5 · Compensation of officers, directors and key employees
total $100,920 · program services $58,547 · management and general $38,029 · fundraising $4,344
-
7 · Other salaries and wages
total $252,029 · program services $230,487 · management and general $1,980 · fundraising $19,562
-
8 · Pension plan contributions
total $4,832 · program services $4,342 · management and general $490
-
10 · Payroll taxes
total $27,826 · program services $22,877 · management and general $3,027 · fundraising $1,922
-
11c · Fees: accounting
total $6,000 · management and general $6,000
-
11g · Fees: other
total $97,075 · program services $88,425 · management and general $5,900 · fundraising $2,750
-
13 · Office expenses
total $12,457 · program services $8,791 · management and general $2,867 · fundraising $799
-
14 · Information technology
total $14,280 · program services $1,936 · management and general $12,344
-
17 · Travel
total $8,869 · program services $8,439 · management and general $161 · fundraising $269
-
19 · Conferences, conventions and meetings
total $15,435 · program services $14,841 · fundraising $594
-
23 · Insurance
total $4,262 · management and general $4,262
-
24a · Other expenses: MARCOM, EARNED & SOCIAL
total $38,563 · program services $38,263 · management and general $300
-
24b · Other expenses: DUES, SUBSCRIPTIONS
total $2,748 · program services $2,575 · fundraising $173
-
24e · All other expenses
total $1,197 · program services $269 · management and general $888 · fundraising $40
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $30,087 · end of year $41,538
-
2 · Savings and temporary cash investments
beginning of year $934,456 · end of year $732,957
-
4 · Accounts receivable
beginning of year $0 · end of year $3,000
-
17 · Accounts payable and accrued expenses
beginning of year $19,530 · end of year $28,766
-
27 · Net assets without donor restrictions
beginning of year $329,720 · end of year $307,210
-
28 · Net assets with donor restrictions
beginning of year $615,293 · end of year $441,519
Mission and programs · 2025
Mission
TO INCREASE AWARENESS AND ACTION TOWARD ISSUES IMPACTING SENIORS AND TO INCREASE PHILANTHROPY TO SENIOR-FOCUSED ORGANIZATIONS. TOGETHER, WE CAN CREATE A FUTURE WHERE SENIORS ARE NO LONGER VULNERABLE BUT VIBRANT.
Activities or mission (Part I)
TO INCREASE AWARENESS AND ACTION TOWARD ISSUES IMPACTING SENIORS.
-
THE SAN DIEGO SENIORS COMMUNITY FOUNDATION (SDSCF) IS COMMITTED TO ENHANCING THE LIVES OF OLDER ADULTS. THIS YEAR, WE EXPANDED OUR IMPACTFUL INITIATIVES AND FORGED NEW PARTNERSHIPS TO ENSURE THAT EVERY SENIOR IN SAN DIEGO FEELS SUPPORTED, VALUED, AND CONNECTED.LONGEVITY: IN 2026, THE SAN DIEGO SENIORS COMMUNITY FOUNDATION LAUNCHED THE LONGEVITY INITIATIVE AIMING TO STRENGTHEN OLDER ADULTS' OVERALL HEALTH WITH INNOVATIVE LONGEVITY HUBS IN SAN DIEGO. AMID LOCATING A PHYSICAL LOCATION, SDSCF HAS NOT STOPPED PURSUING LONGEVITY FOR OLDER ADULTS, ESPECIALLY THOSE LOWER TO MIDDLE INCOME SO ALL CAN HAVE EQUITABLE ACCESS TO PUBLIC HEALTH RESOURCES. WE HAVE AWARDED OVER $50,000 TO LOCAL SENIOR SERVING ORGANIZATIONS FROM RURAL REGIONS TO URBAN SAN DIEGO TO ASSIST OLDER ADULTS IN THEIR EVER-PRESENT NEEDS OF FINANCIAL STABILITY, MENTAL AND EMOTIONAL WELLNESS, SOCIAL INTERACTION, AND PHYSICAL HEALTH. WE HAVE LAUNCHED PROGRAMMING FROM FALLS PREVENTION ACROSS SAN DIEGO COUNTY WITH OUR SAVING CLAIRE PARTNER THAT TRAINS COMMUNITY REPRESENTATIVES TO TEACH FALLS PREVENTION WITHIN OLDER ADULT COMMUNITIES. WE HAVE ALSO SUPPORTED LONGEVITY PROGRAMMING WITHIN EXISTING SENIOR CENTERS INCLUDING PHYSICAL ACTIVITY AND BILINGUAL RESOURCE NAVIGATION. SDSCF HAS FUNDED WEEKLY ART WORKSHOPS THAT UNITE THREE SMALL, GEOGRAPHICALLY ISOLATED COMMUNITIES. THROUGH ART-MAKING AND HANDWRITTEN JOURNALING, THE PROGRAM STIMULATES COGNITIVE ENGAGEMENT, REDUCES SOCIAL ISOLATION, AND BUILDS NEW RELATIONSHIPS AMONG PARTICIPANTS. EMPOWERING SENIOR CENTERS:THE EMPOWER SAN DIEGO SENIOR CENTER CAMPAIGN REMAINS CENTRAL TO OUR MISSION. IN 2025, WE SUPPORTED MORE UNDERFUNDED SENIOR CENTERS THROUGH STRATEGIC GRANTS THAT EXPAND PROGRAMMING AND STRENGTHEN OPERATIONS. THESE CENTERS SERVE AS VITAL COMMUNITY HUBS WHERE OLDER ADULTS CONNECT AND THRIVE. WE'RE NOW INTEGRATING OUR SENIOR CENTER MASTER PLAN WITH SAN DIEGO COUNTY'S STRATEGIC FRAMEWORK, WORKING TOWARD OUR VISION OF TRANSFORMING EVERY SENIOR CENTER INTO AN EXEMPLARY FACILITY THAT DELIVERS COMPREHENSIVE SERVICES TAILORED TO OUR AGING POPULATION'S DIVERSE NEEDS. NO SENIOR ALONE CAMPAIGN:OUR NO SENIOR ALONE CAMPAIGN HAS BEEN A HEARTWARMING SUCCESS. WITH THE KNOWLEDGE THAT THERE ARE OVER 180,000 ELDER ORPHANS IN SAN DIEGO, SDSCF IS DEDICATED TO COMBATTING SENIOR ISOLATION THROUGH OUR VARIOUS PROGRAMS AND INITIATIVES. IN EARLY 2025, WE SENT CLOSE TO 1,000 SENIORS TO THE SAN DIEGO SAFARI PARK FOR THE FIRST TIME. THIS INITIATIVE PROVIDED A MEMORABLE EXPERIENCE FOR MANY OLDER ADULTS, COMBATING ISOLATION, AND BRINGING JOY TO THEIR LIVES. OUR NO SENIOR ALONE FOR THE HOLIDAYS WAS ABLE TO SERVE OVER 28 SENIOR CENTERS, ENSURING OLDER ADULTS HAD SOMEWHERE TO GO AND CELEBRATE THE HOLIDAYS TO REDUCE SOCIAL ISOLATION. IN SUMMER OF 2026, SDSCF SENT OVER 100 OLDER ADULTS TO THE SAN DIEGO COUNTY FAIR FOR THE VERY FIRST TIME BY PROVIDING ACCESSIBLE TRANSPORTATION AND FREE TICKETS. WE ARE COMMITTED TO CONTINUING SUCH EFFORTS, ENSURING THAT EVERY SENIOR HAS OPPORTUNITIES TO CONNECT AND ENGAGE WITH THE COMMUNITY. ELDER FRAUD PREVENTION AND FINANCIAL STABILITY:WITHIN SAN DIEGO, SENIORS LOST AT LEAST $140 MILLION TO ELDER-FRAUD SCAMS IN 2025, WITH NUMBERS CONTINUING TO RISE, AND THAT FIGURE INCLUDES ONLY REPORTED EVENTS. TO COMBAT THIS, SDSCF HAS IMPLEMENTED EXTENSIVE EDUCATIONAL PROGRAMMING OF ELDER FRAUD PREVENTION AND FINANCIAL SECURITY IN PARTNERSHIP WITH THE FBI CITIZENS ACADEMY, WELLS FARGO, AND OTHER COMMUNITY ORGANIZATIONS. DURING THE 2025-2026 YEAR, WE EDUCATED OVER 2,500 OLDER ADULTS THROUGH OVER 20 ELDER FRAUD AND FINANCIAL STABILITY WORKSHOPS THROUGHOUT THE SOUTHERN CALIFORNIA REGION IN SAN DIEGO, ORANGE COUNTY, AND LOS ANGELES TO IDENTIFY AND REPORT SCAMS AND FINANCIAL ABUSE. SENIOR CENTER MASTER PLAN, STATE OF SENIORS REPORT, AND THE SAN DIEGO SENIOR CENTER COALITION:SDSCF HAS CONDUCTED IN-DEPTH RESEARCH ON SAN DIEGO'S AGING SERVICES INFRASTRUCTURE, RESULTING IN TWO LANDMARK REPORTS: THE SENIOR CENTER MASTER PLAN AND THE STATE OF SENIORS REPORT. THESE REPORTS HIGHLIGHT THE URGENT NEED TO EXPAND AND STRENGTHEN THE AGING NETWORK, WHICH CURRENTLY LACKS THE CAPACITY TO MEET BOTH PRESENT DEMANDS AND THE RAPID GROWTH OF THE OLDER ADULT POPULATION IN THE NEXT FIVE YEARS. IN MARCH OF 2026, WE LAUNCHED THE UPDATED VERSION OF THE STATE OF SENIORS REPORT WITH MEDIA COVERAGE AND LOCAL COMMUNITY PARTNERS AND FUNDERS TO ANNOUNCE OUR LONGEVITY HUBS AND LONGEVITY PROGRAMMING AWARDING GRANTS TO THREE DIFFERENT SENIOR SERVING ORGANIZATIONS TO ASSIST IN OLDER ADULT SUPPORT ACROSS SAN DIEGO COUNTY.SDSCF ESTABLISHED THE SAN DIEGO SENIOR CENTER COALITION, A COLLABORATIVE OF SENIOR CENTERS AND AGING SERVICE PROVIDERS, FOCUSED ON BUILDING CAPACITY, ADVANCING EQUITY, PROMOTING COLLABORATION, SHARING INFORMATION, AND DRIVING ADVOCACY TO ENSURE ALL OLDER ADULTS ARE SUPPORTED.NATIONAL RECOGNITION AND COLLABORATION:OUR INNOVATIVE APPROACH TO SENIOR CARE IS BEING RECOGNIZED ON A NATIONAL SCALE. WITH GENEROUS SUPPORT FROM WELLS FARGO, WE HAVE PARTNERED WITH THE FBI CITIZENS ACADEMY TO HOLD ELDER FRAUD PREVENTION SEMINARS TAUGHT BY FBI AGENTS. THIS PARTNERSHIP HAS BEEN INSTRUMENTAL IN EDUCATING OVER 2,500 SENIORS ABOUT THE DANGERS OF FRAUD. OUR PARTNER AGENCY, FBISDCAA, RECEIVED AN AWARD FOR OUR COLLABORATIVE WORK, HIGHLIGHTING THE POSITIVE IMPACT WE'VE MADE IN PROTECTING AND EMPOWERING SENIORS. OUR SENIOR CENTER COALITION HAS ALSO RECEIVED NATIONAL ATTENTION BY THE NATIONAL COUNCIL ON AGING, THE NATIONAL INSTITUTE OF SENIOR CENTERS, AND OTHER STATES SUCH AS OREGON ARE NOW REPLICATING OUR MODEL IN THEIR COMMUNITIES. WE HAVE ALSO ATTENDED NUMEROUS INTERNATIONAL AND NATIONAL CONFERENCES SUCH AS LONGEVITY VENTURE SUMMIT AND USA AGING WHERE SDSCF PRESENTED ON KEY OLDER ADULT ISSUES AND OUR CONTINUOUS WORK WITHIN THE AGING INFRASTRUCTURE. INTERGENERATIONAL GRANTMAKING AND PROGRAMS:IN 2025, WE WERE ABLE TO IMPLEMENT SEVERAL INTERGENERATIONAL PROGRAMS IN COMPANIONSHIP WITH ORGANIZATIONS SUCH AS LET'S PLAY A GAME AND GLAMOUR GALS. ADDITIONALLY, WE ARE WORKING CLOSELY WITH THE ITZKOWICH FOUNDATION TO BRING MORE INTERGENERATIONAL PROGRAMMING TO SAN DIEGO AND CURRENTLY ARE CREATING A RESOURCE HUB FOR INTERGENERATIONAL BEST PRACTICES PROGRAMMING FOCUSED WITHIN SAN DIEGO, INCLUDING KINSHIP PROGRAMS. THESE INITIATIVES ARE DESIGNED TO STRENGTHEN BONDS ACROSS GENERATIONS AND ENRICH THE LIVES OF BOTH YOUNG AND OLD, AND THE COMMUNITY AS A WHOLE. IN 2026, WE ALSO LAUNCHED THE INTERGENERATIONAL PLAYBOOK THROUGH RESEARCH AND COLLABORATION ON THE DIFFERENT MODELS OF CHILDCARE AND HOW TO IMPLEMENT CHILDCARE WITHIN A SENIOR SPACE. WE HAVE BROUGHT TOGETHER KEY INTERGENERATIONAL PLAYERS ACROSS THE GLOBE FROM THE UNITED KINGDOM, UNITED STATES, AND MEXICO TO BRING NOT ONLY EQUITABLE CHILDCARE AND SENIOR CENTER MODELS BUT ALSO BUILD SUSTAINABLE INTERGENERATIONAL PROGRAMMING. SDSCF IS THE ONLY COMMUNITY FOUNDATION IN THE COUNTRY FOCUSED SOLELY ON SENIORS. WITH LESS THAN 2% OF CHARITABLE DOLLARS DIRECTED TOWARD SENIORS, WE ARE DEDICATED TO BUILDING THE INFRASTRUCTURE NEEDED TO SUPPORT THIS GROWING DEMOGRAPHIC. OUR WORK IS NOT ONLY ABOUT PROVIDING IMMEDIATE AID BUT ALSO ABOUT CREATING A LASTING LEGACY OF CARE AND SUPPORT FOR FUTURE GENERATIONS. AT SDSCF, WE BELIEVE THAT EVERY SENIOR DESERVES A LIFE FILLED WITH DIGNITY, PURPOSE, AND JOY. AS WE MOVE FORWARD IN 2026, WE ARE INSPIRED BY THE RESILIENCE AND SPIRIT OF THE OLDER ADULTS WE SERVE. TOGETHER, WE CAN BUILD A BRIGHTER FUTURE FOR SENIORS IN SAN DIEGO, ONE WHERE THEY ARE TRULY EMPOWERED AND CONNECTED, AND THEY HAVE A COMMUNITY NETWORK THEY CAN TURN TO AND TRUST.
Expenses $1,041,710 · Grants $561,918
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Robert KellyROBERT KELLY
DIRECTOR/CEO
- Total calculated
- $0
- Hours/week
- 15
-
Theodore ChanTHEODORE CHAN
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
John WylieJOHN WYLIE
SECRETARY (THRU 05/26)
- Total calculated
- $0
- Hours/week
- 1
-
Derek QuackenbushDEREK QUACKENBUSH
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Abigail SahmABIGAIL SAHM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Adrienne VargasADRIENNE VARGAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Daniel L GrossDANIEL L GROSS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joaquin AngueraJOAQUIN ANGUERA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ken RoosKEN ROOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pam SmithPAM SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Randi LarssonRANDI LARSSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jerry RayJERRY RAY
CFO/COO
- Total calculated
- $100,920
- From this org
- $97,980
- From related orgs
- $0
- Other
- $2,940
- Hours/week
- 32
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
-
$180,000
GENERAL SUPPORT
-
CITY OF SAN DIEGO
$50,000
GENERAL SUPPORT
-
GENERAL SUPPORT
-
HIGHLANDS SENIOR CITIZENS GROUP JACUMBA CALIFORNIA
$25,000
GENERAL SUPPORT
-
GENERAL SUPPORT
-
$15,000
GENERAL SUPPORT
-
SENIOR TECH CONNECT LLC
$12,600
ELDER FRAUD WORKSHOPS TRAINERS
-
CITY OF OCEANSIDE
$11,450
GENERAL SUPPORT
-
$10,000
GENERAL SUPPORT
-
GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 8 September 2026
- IRS schema version
- 2025v4.2
- Source object
- 202622529349301972
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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