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← SENIOR SERVICES FOR NORTHERN CALIFORNIA

Form 990 for tax year 2024

Filed by SENIOR SERVICES FOR NORTHERN CALIFORNIA.

Totals

Total revenue
$4,757,910
Total expenses
$7,056,173
Contributions and grants received
$910,116
Grants paid
$7,056,173
Program service revenue
$0
Investment income
$3,813,714
Other revenue
$34,080
Total assets, end of year
$53,549,013
Total liabilities, end of year
$6,393,728
Net assets or fund balances, end of year
$47,155,285
Program services expenses (Part IX)
$7,056,173
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$7,056,173

Program services were 100.0% 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.

  • 1c · Fundraising events

    $11,930

  • 1f · All other contributions, gifts and grants

    $898,186

  • 1g · Noncash contributions included above

    $182,881

  • 3 · Investment income

    total $2,803,657 · excluded $2,803,657

  • 7a · Gross sales of assets other than inventory

    securities $4,005,642

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

    securities $2,995,585

  • 7c · Gain or loss

    securities $1,010,057

  • 7d · Net gain or loss

    total $1,010,057 · excluded $1,010,057

  • 8a · Fundraising events: gross income

    $4,236

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

    $11,930

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $4,236 · excluded $4,236

  • 11a · Other revenue: BAD DEBT REVERSAL

    total $29,844 · excluded $29,844

  • 11e · Other revenue, total

    $29,844

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $7,056,173 · program services $7,056,173

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,460,445 · end of year $79,036

  • 2 · Savings and temporary cash investments

    beginning of year $276,136 · end of year $286,243

  • 3 · Pledges and grants receivable

    beginning of year $1,113,372 · end of year $206,071

  • 11 · Investments: publicly traded securities

    beginning of year $39,478,446 · end of year $40,911,179

  • 15 · Other assets

    beginning of year $12,275,152 · end of year $12,066,484

  • 17 · Accounts payable and accrued expenses

    beginning of year $829,320 · end of year $1,116,445

  • 25 · Other liabilities

    beginning of year $5,518,068 · end of year $5,277,283

  • 27 · Net assets without donor restrictions

    beginning of year $7,936,534 · end of year $7,386,854

  • 28 · Net assets with donor restrictions

    beginning of year $40,319,629 · end of year $39,768,431

Mission and programs · 2024

Mission

THE PURPOSE OF SENIOR SERVICES FOR NORTHERN CALIFORNIA (SSNC) IS TO RECEIVE, ACCOUNT FOR, HOLD AND DISTRIBUTE GIFTS TO SEQUOIA LIVING, INC.

  • GRANTS TO SEQUOIA LIVING, INC. TO PROVIDE FACILITIES AND OTHER MEANS OF CARE TO ELDERLY PERSONS.

    Expenses $7,056,173 · Grants $7,056,173

As filed on the 2024 return.

Listed in Part VII

  • Marilyn Suey

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Gayle S Geary

    SECRETARY, TREASURER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Ellen Fogarty

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gary Freeman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Steve Herman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • David Jamison

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Helen Luey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ginny Nile

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gail Mejeur

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Nancy Hiroro Mayeda

    BOARD MEMBER (THRU 6/2024)

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Clee Houser

    BOARD MEMBER (THRU 6/2024)

    Total calculated
    $0
    Hours/week
    1

  • Sara McVey

    CEO

    Total calculated
    $645,315
    From this org
    $0
    From related orgs
    $608,060
    Other
    $37,255
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $605,221 related
    Bonus
    $0 + $300 related
    Other
    $0 + $2,539 related
    Deferred
    $0 + $24,322 related
    Nontaxable benefits
    $0 + $12,933 related
    Filer's total
    $0 + $645,315 related

  • Charlie Shoemake

    CFO

    Total calculated
    $443,209
    From this org
    $0
    From related orgs
    $399,417
    Other
    $43,792
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $398,062 related
    Bonus
    $0 + $300 related
    Other
    $0 + $1,055 related
    Deferred
    $0 + $16,670 related
    Nontaxable benefits
    $0 + $27,122 related
    Filer's total
    $0 + $443,209 related

  • Martha Atwood

    CHIEF HR & COMPLIANCE OFFICER

    Total calculated
    $352,561
    From this org
    $0
    From related orgs
    $309,267
    Other
    $43,294
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $306,899 related
    Bonus
    $0 + $300 related
    Other
    $0 + $2,068 related
    Deferred
    $0 + $12,531 related
    Nontaxable benefits
    $0 + $30,763 related
    Filer's total
    $0 + $352,561 related

  • David Madson

    CHIEF FUND DEVELOPMENT OFFICER- SSNC

    Total calculated
    $270,745
    From this org
    $0
    From related orgs
    $259,613
    Other
    $11,132
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $254,795 related
    Bonus
    $0 + $300 related
    Other
    $0 + $4,518 related
    Deferred
    $0 + $10,537 related
    Nontaxable benefits
    $0 + $595 related
    Filer's total
    $0 + $270,745 related

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

None.

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)

PART I, LINE 3
SSNC DOES NOT COMPENSATE ANY DIRECTOR, OFFICER, OR EMPLOYEE. COMPENSATION IS PROVIDED BY A RELATED ORGANIZATION. IN DETERMINING COMPENSATION OF THE CEO, THE RELATED ORGANIZATION USES SEVERAL METHODS, INCLUDING REVIEW BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, INDEPENDENT CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD.

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.

  • EASTERN PARK APARTMENTS LP

    REAL ESTATE · CA

  • WESTERN PARK APARTMENTS LP

    REAL ESTATE · CA

  • TOWN PARK TOWERS LP

    REAL ESTATE · CA

Related corporations and trusts

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

  • SEQUOIA SENIOR VENTURES LLC

    C · PROPERTY MANAGEMENT · CA

Provenance

Return type
form_990
Tax year
2024
Filed
31 October 2025
IRS schema version
2024v5.2
Source object
202503099349303130

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