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← CHARITABLE ADULT RIDES & SERVICES INC

Form 990 for tax year 2023

Filed by CHARITABLE ADULT RIDES & SERVICES INC.

Totals

Total revenue
$21,082,994
Total expenses
$20,601,351
Contributions and grants received
$0
Grants paid
$4,800,000
Program service revenue
$18,646,730
Investment income
$2,070,642
Other revenue
$365,622
Total assets, end of year
$13,048,963
Total liabilities, end of year
$7,285,994
Net assets or fund balances, end of year
$5,762,969
Program services expenses (Part IX)
$16,172,086
Management and general expenses
$1,703,226
Fundraising expenses
$2,726,039
Program service expenses (Part III)
$16,172,086

Program services were 78.5% 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.

  • 2a · Program service revenue: CHARITABLE AUTO SALES AND FEES

    total $17,001,731 · related or exempt $17,001,731

  • 2b · Program service revenue: TRANSPORTATION CALL CTR SERVICES

    total $1,075,053 · related or exempt $1,075,053

  • 2c · Program service revenue: CHARITABLE REAL ESTATE SALES

    total $569,946 · related or exempt $569,946

  • 3 · Investment income

    total $1,052,490 · excluded $1,052,490

  • 7a · Gross sales of assets other than inventory

    securities $2,351,570

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

    securities $1,333,418

  • 7c · Gain or loss

    securities $1,018,152

  • 7d · Net gain or loss

    total $1,018,152 · excluded $1,018,152

  • 11a · Other revenue: MARKETING CONSULTING SERVICES

    total $208,550 · excluded $208,550

  • 11b · Other revenue: MISCELLANEOUS REVENUE

    total $157,072 · excluded $157,072

  • 11e · Other revenue, total

    $365,622

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,800,000 · program services $4,800,000

  • 5 · Compensation of officers, directors and key employees

    total $1,285,857 · program services $411,473 · management and general $642,929 · fundraising $231,455

  • 7 · Other salaries and wages

    total $6,663,582 · program services $5,266,387 · management and general $275,558 · fundraising $1,121,637

  • 8 · Pension plan contributions

    total $289,242 · program services $231,068 · management and general $6,894 · fundraising $51,280

  • 9 · Other employee benefits

    total $963,145 · program services $751,011 · management and general $47,579 · fundraising $164,555

  • 10 · Payroll taxes

    total $601,054 · program services $414,052 · management and general $65,893 · fundraising $121,109

  • 11b · Fees: legal

    total $29,470 · program services $4,327 · management and general $21,633 · fundraising $3,510

  • 11c · Fees: accounting

    total $125,869 · management and general $125,869

  • 11g · Fees: other

    total $2,430,059 · program services $2,072,314 · management and general $237,551 · fundraising $120,194

  • 12 · Advertising and promotion

    total $686,131 · program services $548,790 · fundraising $137,341

  • 13 · Office expenses

    total $701,301 · program services $484,253 · management and general $75,934 · fundraising $141,114

  • 16 · Occupancy

    total $259,301 · program services $177,756 · management and general $28,734 · fundraising $52,811

  • 17 · Travel

    total $302,397 · program services $158,378 · management and general $6,674 · fundraising $137,345

  • 22 · Depreciation, depletion and amortization

    total $524,662 · program services $262,331 · fundraising $262,331

  • 23 · Insurance

    total $236,042 · program services $40,086 · management and general $114,461 · fundraising $81,495

  • 24a · Other expenses: TELEPHONE

    total $365,122 · program services $332,535 · management and general $17,940 · fundraising $14,647

  • 24b · Other expenses: STAFF DEVELOPMENT

    total $215,834 · program services $151,871 · management and general $22,538 · fundraising $41,425

  • 24c · Other expenses: MISCELLANEOUS

    total $54,851 · program services $20,759 · management and general $2,809 · fundraising $31,283

  • 24d · Other expenses: UTILITIES

    total $34,638 · program services $23,745 · management and general $3,838 · fundraising $7,055

  • 24e · All other expenses

    total $32,794 · program services $20,950 · management and general $6,392 · fundraising $5,452

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,412,811 · end of year $872,366

  • 4 · Accounts receivable

    beginning of year $3,192,548 · end of year $5,841,481

  • 9 · Prepaid expenses and deferred charges

    beginning of year $255,859 · end of year $387,586

  • 10a · Land, buildings and equipment: cost or other basis

    $3,595,284

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,597,929

  • 10c · Land, buildings and equipment, net

    beginning of year $1,890,110 · end of year $1,997,355

  • 12 · Investments: other securities

    beginning of year $699,999 · end of year $1,045,386

  • 14 · Intangible assets

    beginning of year $557,320 · end of year $356,174

  • 15 · Other assets

    beginning of year $2,236,988 · end of year $2,548,615

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,967,705 · end of year $4,751,594

  • 24 · Unsecured notes and loans payable

    beginning of year $89,710 · end of year $568,215

  • 25 · Other liabilities

    beginning of year $914,786 · end of year $1,966,185

  • 27 · Net assets without donor restrictions

    beginning of year $5,273,434 · end of year $5,762,969

Mission and programs · 2023

Mission

THE ORGANIZATION'S MISSION IS (1) TO SERVE THE TRANSPORTATION NEEDS OF OLDER ADULTS WHO ARE UNABLE TO DRIVE IN THE SAN DIEGO AREA, (2) TO SUPPORT THE ACTIVITIES OF JEWISH FAMILY SERVICE OF SAN DIEGO (JFSSD), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, INCLUDING MAKING CASH GRANTS TO JFSSD, (3) TO PROMOTE PHILANTHROPY AND CHARITABLE GIVING IN SUPPORT OF VARIOUS CAUSES, INCLUDING THOSE OF THE ORGANIZATION, ALL OF WHICH ARE FUNDED THROUGH DONATIONS OF CASH, VEHICLES, REAL ESTATE AND OTHER PROPERTY, PUBLIC AND PRIVATE GRANTS AND ALL OTHER DIRECT AND INDIRECT SOURCES OF REVENUE AND (4) PROVIDE TRANSPORTATION COORDINATION SERVICES TO OTHER CHARITABLE ORGANIZATIONS NEEDING ASSISTANCE IN GETTING THEIR INDIVIDUAL CONSTITUENTS FROM POINT A TO B BY OFFERING HIGH-TOUCH TRANSPORTATION SOLUTIONS, INCLUDING CALL CENTER SERVICES, FOR INDIVIDUALS THAT HAVE MOBILITY RESTRICTIONS OR LIMITED TRANSPORTATION OPTIONS.

Activities or mission (Part I)

THE ORGANIZATION'S MISSION IS (1) TO SERVE THE TRANSPORTATION NEEDS OF OLDER ADULTS WHO ARE UNABLE TO DRIVE IN THE SAN DIEGO AREA, (2) TO SUPPORT THE ACTIVITIES OF JEWISH FAMILY SERVICE OF SAN DIEGO (JFSSD), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, INCLUDING MAKING CASH GRANTS TO JFSSD, (3) TO PROMOTE PHILANTHROPY AND CHARITABLE GIVING IN SUPPORT OF VARIOUS CAUSES, INCLUDING THOSE OF THE ORGANIZATION, ALL OF WHICH ARE FUNDED THROUGH DONATIONS OF CASH, VEHICLES, REAL ESTATE AND OTHER PROPERTY, PUBLIC AND PRIVATE GRANTS AND ALL OTHER DIRECT AND INDIRECT SOURCES OF REVENUE AND (4) PROVIDE TRANSPORTATION COORDINATION SERVICES TO OTHER CHARITABLE ORGANIZATIONS NEEDING ASSISTANCE IN GETTING THEIR INDIVIDUAL CONSTITUENTS FROM POINT A TO B BY OFFERING HIGH-TOUCH TRANSPORTATION SOLUTIONS, INCLUDING CALL CENTER SERVICES, FOR INDIVIDUALS THAT HAVE MOBILITY RESTRICTIONS OR LIMITED TRANSPORTATION CAPABILITIES. ADDITIONALLY, THE ORGANIZATION MAY ENGAGE IN ANY ACTIVITIES THAT ARE REASONABLY

  • VEHICLE DONATION PROGRAM IS A FULL-SERVICE RESOURCE FOR NONPROFIT ORGANIZATIONS THROUGHOUT THE UNITED STATES. PARTNER CHARITIES PROMOTE VEHICLE DONATIONS TO THEIR CONSTITUENCY AS AN AVENUE OF GIVING AND DIRECT POTENTIAL DONORS TO THEIR WEB SITE OR TO A DEDICATED TOLL-FREE TELEPHONE NUMBER, BOTH OF WHICH ARE LINKED DIRECTLY TO THE CARS DONATION SERVICE CENTER OR DATABASE. THE CARS DONATION SERVICE REPRESENTATIVE (DSR), RESPONDING AS AN AGENT OF THE PARTNER NONPROFIT, EXPLAINS THE PROCESS, COLLECTS PERTINENT INFORMATION ABOUT THE VEHICLE AND ARRANGES FOR PICK-UP. BASED ON RESPONSES FROM THE DONOR, CARS DETERMINES THE BEST METHOD FOR LIQUIDATING THE VEHICLE, ARRANGES FOR ITS SALE AND SHARES THE PROCEEDS WITH THE PARTNER CHARITY. ONCE SOLD, CARS DISTRIBUTES APPLICABLE TAX DOCUMENTS TO THE DONOR.

    Expenses $9,253,924 · Revenue $17,001,731

  • SUPPORT THE VARIOUS SOCIAL SERVICES OFFERED IN THE SAN DIEGO, CALIFORNIA AREA BY THE COMPANY'S SOLE MEMBER, JEWISH FAMILY SERVICE OF SAN DIEGO.

    Expenses $4,800,000 · Grants $4,800,000

  • CARS GIVING PROPERTY PROGRAM IS A FULL-SERVICE RESOURCE FOR NONPROFIT ORGANIZATIONS THROUGHOUT THE UNITED STATES. PARTNER CHARITIES PROMOTE REAL ESTATE DONATIONS TO THEIR CONSTITUENCY AS AN AVENUE OF GIVING AND DIRECT POTENTIAL DONORS TO THEIR WEB SITE OR TO A DEDICATED TOLL-FREE TELEPHONE NUMBER, BOTH OF WHICH ARE LINKED DIRECTLY TO THE CARS DONATION SERVICE CENTER OR DATABASE. THE CARS DONATION SERVICE REPRESENTATIVE (DSR), RESPONDING AS AN AGENT OF THE PARTNER NONPROFIT, EXPLAINS THE PROCESS, COLLECTS PERTINENT INFORMATION ABOUT THE PROPERTY AND ARRANGES FOR FURTHER ANALYSIS AND SALE. BASED ON RESPONSES FROM THE DONOR, CARS DETERMINES THE BEST METHOD FOR LIQUIDATING THE PROPERTY, ARRANGES FOR ITS SALE AND SHARES THE NET PROCEEDS WITH THE PARTNER CHARITY. ONCE SOLD, CARS DISTRIBUTES APPLICABLE TAX DOCUMENTS TO THE DONOR.

    Expenses $305,856 · Revenue $569,946

  • OTG TRANSPORT SOLUTIONS IS A NATIONWIDE PROGRAM THAT PROVIDES RIDER-FOCUSED TRANSPORTATION SOLUTIONS FOR CHARITABLE AND GOVERNMENT ORGANIZATIONS. THE PROGRAM ASSISTS NONPROFIT AND PUBLIC SECTOR PARTNERS IN ARRANGING TRANSPORTATION FOR THEIR CONSTITUENTS MANY OF WHOM FACE MOBILITY CHALLENGES OR HAVE LIMITED ACCESS TO RELIABLE TRANSPORTATION. SERVICES INCLUDE HIGH-TOUCH TRIP COORDINATION, REAL-TIME RIDE TRACKING, AND DEDICATED CALL CENTER SUPPORT TO ENSURE A SEAMLESS EXPERIENCE FOR RIDERS.

    Expenses $1,812,306 · Revenue $1,075,053

  • ON THE GO IS A TRANSPORTATION SOLUTION FOR OLDER ADULTS IN THE SAN DIEGO AREA OPERATED UNDER A MEMORANDUM OF UNDERSTANDING WITH JEWISH FAMILY SERVICE OF SAN DIEGO. ON THE GO HAS THE FOLLOWING COMPONENTS:(1) RIDES & SMILES - INDIVIDUAL TRANSPORTATION BY VOLUNTEER DRIVERS TO NECESSARY MEDICAL AND PERSONAL APPOINTMENTS.(2) ON THE GO SHUTTLES - GROUP TRANSPORTATION TO SHOPPING AND DINING DESTINATIONS AND TO JEWISH FAMILY SERVICE OF SAN DIEGO OLDER ADULT CENTERS.(3) ON THE GO EXCURSIONS - GROUP TRANSPORTATION TO ORGANIZED ACTIVITIES AND COMMUNITY EVENTS.(4) TAXI SCRIP - FOR TRANSPORTATION REQUESTS THAT CANNOT BE FULFILLED WITH ON THE GO DRIVERS AND/OR VEHICLES.

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

Listed in Part VII

  • Michael Hopkins

    CO-CHAIRMAN/JFS CEO

    Total calculated
    $530,255
    From this org
    $0
    From related orgs
    $478,703
    Other
    $51,552
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $478,703 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $40,246 related
    Nontaxable benefits
    $0 + $11,306 related
    Filer's total
    $0 + $530,255 related

  • Marie Raftery

    CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Guinevere Kerstetter-Dejarnett

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jamie Smith Carr

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Deborah Bucksbaum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Larry Acheate

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nelson Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Wayne Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sheldon Derezin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Meryl Maneker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Levinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Jennewein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Howard A Pearl

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $715,915
    From this org
    $675,985
    From related orgs
    $0
    Other
    $39,930
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $525,985
    Bonus
    $150,000
    Other
    $0
    Deferred
    $26,101
    Nontaxable benefits
    $13,829
    Filer's total
    $715,915

  • Mark Clauson

    CHIEF TECHNOLOGY OFFICER

    Total calculated
    $254,983
    From this org
    $227,605
    From related orgs
    $0
    Other
    $27,378
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,605
    Bonus
    $0
    Other
    $0
    Deferred
    $13,982
    Nontaxable benefits
    $13,396
    Filer's total
    $254,983

  • Joseph Georges

    SENIOR VICE PRESIDENT

    Total calculated
    $227,244
    From this org
    $190,606
    From related orgs
    $0
    Other
    $36,638
    Hours/week
    56

    Schedule J breakdown matched by us

    Base
    $190,606
    Bonus
    $0
    Other
    $0
    Deferred
    $12,163
    Nontaxable benefits
    $24,475
    Filer's total
    $227,244

  • Todd Holder

    VP,NATIONAL BUS. DEVLOPMEN

    Total calculated
    $239,153
    From this org
    $214,596
    From related orgs
    $0
    Other
    $24,557
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,596
    Bonus
    $0
    Other
    $0
    Deferred
    $11,803
    Nontaxable benefits
    $12,754
    Filer's total
    $239,153

  • James H Strassburg

    DIRECTOR, NATIONAL BUS. DE

    Total calculated
    $185,676
    From this org
    $149,927
    From related orgs
    $0
    Other
    $35,749
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,927
    Bonus
    $0
    Other
    $0
    Deferred
    $7,496
    Nontaxable benefits
    $28,253
    Filer's total
    $185,676

  • Jeffrey Mehlbrech

    GENERAL MANAGER

    Total calculated
    $194,243
    From this org
    $168,047
    From related orgs
    $0
    Other
    $26,196
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,047
    Bonus
    $0
    Other
    $0
    Deferred
    $8,870
    Nontaxable benefits
    $17,326
    Filer's total
    $194,243

  • Bianca Barlas

    SENIOR ACCOUNTANT MANAGER

    Total calculated
    $148,529
    From this org
    $127,384
    From related orgs
    $0
    Other
    $21,145
    Hours/week
    40

  • Michael Wallace

    SENIOR DIRECTORS, STRATEGY & CONSULTING

    Total calculated
    $144,443
    From this org
    $136,913
    From related orgs
    $0
    Other
    $7,530
    Hours/week
    40

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 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
UNDER THE TERMS OF THEIR EMPLOYMENT AGREEMENT, THE VP, NATIONAL BUSINESS DEVELOPMENT, CHIEF TECHNOLOGY OFFICER, AND SENIOR VICE PRESIDENT RECEIVED A PERFORMANCE BONUS UNRELATED TO THE ORGANIZATION'S REVENUES OR NET EARNINGS.

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.

  • KLA HOLDINGS LLC

    INVESTMENT · REAL ESTATE LAND RENTAL · CA · 50% owned · share of income $7,893 · share of assets $86,962

Related corporations and trusts

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

  • CAPITAL CITY AUTO AUCTION INC

    C · OWN AND OPERATE AN AUCTION HOUSE · CA · 100% owned · share of income $884,048 · share of assets $1,562,892 · controlled entity

    Directly controlled by CHARITABLE ADULT RIDES & SERVICES INC

  • CHARITABLE AUTO RECYCLING INC

    C · AUCTION SERVICES · CA · 100% owned · share of income $69,532 · share of assets $412,771 · controlled entity

    Directly controlled by CHARITABLE ADULT RIDES & SERVICES INC

  • EXPRESS AUTO AUCTION INC

    C · AUCTION DONATED VEHICLES · CA · 100% owned · share of income $280,401 · share of assets $3,126,345 · controlled entity

    Directly controlled by CHARITABLE ADULT RIDES & SERVICES INC

  • POLARIS MOBILITY INC

    C · TRANSPORTATION LOGISTICS SOFTWARE · CA · 100% owned · share of income -$128,031 · share of assets $2,228,508 · controlled entity

    Directly controlled by CHARITABLE ADULT RIDES & SERVICES INC

  • PUBLIC AUTO AUCTION (PONTIAC) LLC

    C · AUCTION DONATED VEHICLES · CA · 100% owned · share of income -$69,760 · share of assets $480,716 · controlled entity

    Directly controlled by CHARITABLE ADULT RIDES & SERVICES INC

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202531349349312493

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