Serving Seniors
- Assets
- $23.8m
- Revenue
- $13.6m
- Investments
- $0.0
- Employees
- 123
- Location
- San Diego, CA
- Founding
- 06/1973
- Data as of
- 06/2022
- EIN
- 95-2850121
Organization Overview
Serving Seniors is located in San Diego, CA. The organization was established in 1973. According to its NTEE Classification (P81) the organization is classified as: Senior Centers, under the broad grouping of Human Services and related organizations. As of 06/2022, Serving Seniors employed 123 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Serving Seniors is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Serving Seniors generated $13.6m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 10.3% each year . All expenses for the organization totaled $12.0m during the year ending 06/2022. While expenses have increased by 10.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE IMPACTFUL PROGRAMS AND SERVICES TO OLDER ADULTS LIVING IN POVERTY. TO PROVIDE SENIORS LIFE SUSTAINING SERVICES IN A WELCOMING AND SUPPORTIVE ENVIRONMENT WHERE THEY CAN GET THE HELP THEY NEED.
Describe the Organization's Program Activity:
Part 3 - Line 4a
NUTRITION - SERVING SENIORS SENIOR NUTRITION PROGRAM ENSURES ALMOST 8,000 LOW-INCOME SENIORS HAVE ACCESS TO A NUTRITIOUS DIET, PROVIDING 1.4 MILLION CONGREGATE AND HOME-DELIVERED MEALS A YEAR. MEALS ARE SERVED FROM NUMEROUS CONGREGATE SITES ACROSS SAN DIEGO COUNTY INCLUDING GARY & MARY WEST SENIOR WELLNESS CENTER, AND DELIVERED DIRECTLY TO HOMEBOUND SENIORS EACH DAY.
HEALTH AND SOCIAL SERVICES - SERVING SENIORS TEAM OF HEALTH EDUCATORS, SOCIAL SERVICE CASE MANAGERS, AND HOUSING NAVIGATORS PROVIDE AN ARRAY OF INTEGRATED HEALTH AND SOCIAL SERVICES THAT IMPROVE LOW-INCOME SENIORS HEALTH AND WELL-BEING.CASE MANAGERS WORK ONE-ON-ONE WITH CLIENTS TO PROVIDE SUPPORT FOR THE COMPLEX, POVERTY-RELATED ISSUES THAT THREATEN THEIR STABILITY AND WELL-BEING. FOR MANY CLIENTS WITHOUT FAMILIAL SUPPORT, THE CASE MANAGERS FILL THE ROLE OF A CARING FAMILY MEMBER, PROVIDING A HELPING HAND AND A LISTENING EAR.
HOUSING - SERVING SENIORS PROVIDES ROBUST SENIOR HOUSING PROGRAMS THAT LIFT SENIORS OUT OF HOMELESSNESS AND INCREASE THE STOCK OF AFFORDABLE SENIOR HOUSING IN THE REGION. THE TRANSITIONAL HOUSING PROGRAM HELPS HOMELESS SENIORS GET OFF THE STREETS BY PROVIDING TRANSITIONAL HOUSING AND SUPPORTIVE SERVICES AS A DIRECT STEPPING STONE TO PERMANENT AFFORDABLE HOUSING. CASE MANAGERS HELP CLIENTS APPLY FOR ENTITLEMENTS, SAVE AND BUDGET THEIR MONEY, ACCESS HEALTH AND COMMUNITY SERVICES, PROVIDE LIFE SKILLS TRAINING, AND MAKE REGULAR IN-UNIT CHECK-INS.SERVING SENIORS AFFILIATE ENTITIES SENIOR HOUSING CORPORATION AND CITY HEIGHTS SENIOR HOUSING CORPORATION OWN 529 UNITS OF AFFORDABLE SENIOR HOUSING. SERVING SENIORS PROVIDES MEALS, SOCIAL SERVICES AND SOCIALIZATION OPPORTUNITIES TO SENIOR RESIDENTS.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Paul Downey President & CEO | Officer | 40 | $273,459 |
Melinda Forstey COO | Officer | 40 | $165,136 |
Sue Schaffner CFO | Officer | 40 | $140,075 |
Edith Glassey VP Philanthropy | Officer | 40 | $138,226 |
Giselle Beets VP Operations | Officer | 40 | $114,863 |
Jennifer Sinnott VP Health | Officer | 40 | $97,431 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Duenas Express Construction Construction | 6/29/21 | $135,020 |
Kaiser Foundation Health Plan Inc Healthcare | 6/29/21 | $122,933 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $129,000 |
| Related organizations | $0 |
| Government grants | $8,663,919 |
| All other contributions, gifts, grants, and similar amounts not included above | $3,595,528 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $12,388,447 |
| Total Program Service Revenue | $782,762 |
| Investment income | $32,177 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $393,690 |
| Net Income from Gaming Activities | $1,398 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $13,598,474 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $1,149,320 |
| Compensation of current officers, directors, key employees. | $123,749 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $3,218,374 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $608,143 |
| Payroll taxes | $309,794 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $71,237 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $111,061 |
| Travel | $16,100 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $162,336 |
| Insurance | $65,450 |
| All other expenses | $698,585 |
| Total functional expenses | $11,963,154 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,065,517 |
| Savings and temporary cash investments | $1,450,489 |
| Pledges and grants receivable | $2,032,029 |
| Accounts receivable, net | $127,010 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $11,499,734 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $237,181 |
| Net Land, buildings, and equipment | $1,538,519 |
| Investments—publicly traded securities | $2,324,792 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $487,716 |
| Total assets | $23,762,987 |
| Accounts payable and accrued expenses | $466,402 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $2,200,000 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $64,734 |
| Total liabilities | $2,731,136 |
| Net assets without donor restrictions | $10,782,935 |
| Net assets with donor restrictions | $10,248,916 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $23,762,987 |
Grants Recieved
Over the last fiscal year, we have identified 38 grants that Serving Seniors has recieved totaling $2,190,953.
| Awarding Organization | Amount |
|---|---|
Community Congregational Development Corporation Chula Vista, CA PURPOSE: CASE MANAGEMENT AND SHALLOW RENT SUBSIDY | $385,625 |
The Bessemer Giving Fund Woodbridge, NJ PURPOSE: GENERAL SUPPORT | $300,000 |
Gary And Mary West Foundation La Jolla, CA PURPOSE: TO SUPPORT GENERAL OPERATIONS AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER. | $139,500 |
Gary And Mary West Foundation La Jolla, CA PURPOSE: TO SUPPORT CORE OPERATIONS - GARY & MARY WEST SENIOR WELLNESS CENTER | $125,000 |
Gary And Mary West Foundation La Jolla, CA PURPOSE: TO SUPPORT CORE OPERATIONS - GARY & MARY WEST SENIOR WELLNESS CENTER | $125,000 |
Gary And Mary West Foundation La Jolla, CA PURPOSE: TO SUPPORT INTEGRATED CARE COORDINATION. | $112,500 |
Endowment Analysis
| Beg. Balance | $1,158,495 |
| Earnings | -$122,434 |
| Other Expense | $60,453 |
| Ending Balance | $975,608 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Area Agency On Aging Region One Incorporated Phoenix, AZ | $20,334,219 | $38,412,919 |
Access Medford, OR | $12,986,720 | $32,905,180 |
Self-Help For The Elderly San Francisco, CA | $21,260,459 | $30,966,576 |
Humboldt Senior Resource Center Incorporated Eureka, CA | $17,605,318 | $31,408,446 |
Agency On Aging Area 4 Sacramento, CA | $5,422,331 | $23,375,918 |
Centennial Housing & Community Services Corporation Los Angeles, CA | $10,197,937 | $17,463,913 |
Chicano Federation Of San Diego County Inc San Diego, CA | $18,128,674 | $22,585,521 |
Sourcewise Santa Clara, CA | $7,993,096 | $17,866,035 |
Pima Council On Aging Inc Tucson, AZ | $10,290,205 | $15,552,044 |
Fsl Programs Phoenix, AZ | $5,562,893 | $15,840,626 |
Serving Seniors San Diego, CA | $23,762,987 | $13,598,474 |
Vivalon San Rafael, CA | $15,091,831 | $11,530,268 |