2023-09-25T11:18:52-05:00 2023-06-30 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2022-07-01 814910505 SAN DIEGO SENIORS COMMUNITY FOUNDATION SAND 6196849114 PO BOX 60515 SAN DIEGO CA 92106 JERRY RAY CFO/COO 6196849114 2023-09-20 1 JERRY RAY 999009999 1 JANE COLEMAN P01391236 8586271400 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ROBERT KELLY 626 TARENTO DRIVE SAN DIEGO CA 92106 750765 0 X SDSCF.ORG X 2016 CA TO INCREASE AWARENESS AND ACTION TOWARD ISSUES IMPACTING SENIORS. 10 10 6 10 0 0 837749 728296 0 0 4 -172 180 231 837933 728355 215583 394801 0 0 303945 329703 0 0 59482 123991 63155 643519 787659 194414 -59304 773292 696221 34317 16550 738975 679671 X OUR MISSION IS TO TRANSITION OLDER ADULTS IN OUR REGION FROM VULNERABLE TO VIBRANT SO THAT EVERY SENIOR IN SAN DIEGO COUNTY HAS THE RESOURCES TO THRIVE. WE ENVISION A WORLD WHERE LOCAL SENIORS ARE NURTURED INTO A HEALTHY, DYNAMIC WAY OF LIFE; WHERE THEY ARE SOCIALLY CONNECTED, PHYSICALLY ACTIVE AND A VITAL ELEMENT OF OUR COMMUNITY. THROUGH THE POWER OF PHILANTHROPY AND PARTNERSHIPS, WE ARE WORKING TO ENSURE THAT EVERY SAN DIEGO SENIOR HAS SOMEONE THEY CAN TURN TO AND TRUST. 0 0 670122 394801 SDSCF CONTINUES TO BUILD OUT ITS PORTFOLIO OF PROGRAMMATIC INITIATIVES, ADVOCACY, COMMUNITY OUTREACH PRACTICES AND PARTNERSHIPS TO CONTINUE OUR GOAL OF SERVING AS A REGIONAL LEADER IN A TRANSFORMED ENVIRONMENT OF SUPPORTS AND SERVICE FOR OLDER ADULTS IN SAN DIEGO. SDSCF CONTINUED THE ROLLOUT OF OUR COUNTY MASTER PLAN FOR SENIOR CENTERS AND HAVE ENGAGED IN OVER 40 MEETINGS WITH ELECTED OFFICIALS AND THEIR STAFF IN A LONG-RANGE STRATEGIC EFFORT TO EMPOWER LOCAL SENIOR CENTERS. THE COUNTY BOARD OF SUPERVISORS RECOGNIZED THE MASTER PLAN IN A BOARD RESOLUTION LETTER THAT IDENTIFIES THE REPORT AS A GUIDING FRAMEWORK TO BE EMBEDDED WITHIN THE COUNTY'S 10-YEAR AGING BLUEPRINT. SDSCF HAS CONTINUED OUR COMMUNITY ENGAGEMENT WORK WITH THE ADDITION OF NEW MUNICIPALITIES AND REGIONS FOR OUR ASSESSMENT WORK. GRANTMAKING IS A PRIMARY FOCUS AND OUR EMPOWER SAN DIEGO SENIOR CENTER CAMPAIGN FOR 22-23 CONTINUES TO SUPPORT UNDERFUNDED, UNDERSTAFFED, AND UNDER RESOURCED SENIOR CENTERS TO EXPAND PROGRAM OFFERINGS WHILE WORKING TOWARDS SUSTAINABILITY AND CAPACITY BUILDING. SDSCF WORK IS NOW BEING RECOGNIZED AT THE NATIONAL LEVEL FOR OUR MODEL AND OUR VISION. THE NATIONAL COUNCIL ON AGING INVITED SDSCF TO BE A PRESENTER AT THEIR ANNUAL AGING CONFERENCE IN JUNE 2023 ON THE IMPORTANCE OF BUILDING A NEW PARADIGM FOR SENIOR CENTERS. SDSCF WAS SELECTED TO BE THE SAN DIEGO REGIONAL REPRESENTATIVE BY BELL AGE, A NATIONAL ORGANIZATION WORKING ON IMPROVING DATA COLLECTION ON OLDER ADULTS, TO BE PART OF THE CALIFORNIA INNOVATION HUB. THIS COALITION INCLUDES TEN ORGANIZATIONS THROUGHOUT CALIFORNIA TO DEVELOP USEFUL DATA PLATFORMS THAT CAN HELP SDSCF INTRODUCE A LONGITUDINAL DATA PROJECT THAT HAS THE POTENTIAL TO BE A GAME CHANGER FOR THE OLDER ADULT AGING NETWORK IN SAN DIEGO. 670122 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X JERRY RAY 8583343443 PO BOX 60515 SAN DIEGO CA 92106 THEODORE CHAN CHAIR 1.00 X X 0 0 0 DEREK QUACKENBUSH TREASURER 1.00 X X 0 0 0 JOHN WYLIE SECRETARY 1.00 X X 0 0 0 ROBERT KELLY DIRECTOR/INTERIM PRESIDENT 20.00 X X 0 0 0 DANIEL GROSS DIRECTOR 1.00 X 0 0 0 RANDI LARSSON DIRECTOR 1.00 X 0 0 0 ADRIENNE VARGAS DIRECTOR 1.00 X 0 0 0 JOAQUIN ANGUERA DIRECTOR 1.00 X 0 0 0 PAM SMITH DIRECTOR 1.00 X 0 0 0 ABIGAIL SAHM DIRECTOR 1.00 X 0 0 0 RICHARD ISRAEL PRESIDENT/CEO (THRU 10/22) 30.00 X 77650 0 0 JERRY RAY CFO/COO 30.00 X 91980 0 0 JOE GAVIN CHIEF PROGRAMS & COMM. ENG. 40.00 X 101293 0 0 270923 0 0 1 0 0 0 0 728296 22410 728296 3 3 22235 22410 -175 -175 -175 231 231 231 728355 0 0 59 394801 394801 114391 69641 29805 14945 190953 140840 10444 39669 24359 16831 3201 4327 3150 3150 13191 13050 141 400 400 2155 1618 537 9104 3000 6104 12189 11887 27 275 109 109 3997 3997 MARCOM, EARNED & SOCIAL 16069 15769 300 DUES, SUBSCRIPTIONS 2230 2057 173 561 228 176 157 787659 670122 58055 59482 736423 672290 36869 23931 773292 696221 34317 16550 34317 16550 X 191079 85838 547896 593833 738975 679671 773292 696221 -59304 0 X 0 0 0 X 213429 262523 847897 837749 728296 2889894 213429 262523 847897 837749 728296 2889894 1906630 983264 14 27 4 4 3 52 97 149 180 231 657 2890603 0.34020 0.34520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 22410 0 69616 1 1 0 1 BAYSIDE COMMUNITY CENTER PO BOX 712525 SAN DIEGO CA 92171 951652902 501(C) (3) 12750 0 GENERAL SUPPORT CAMPANILE FOUNDATION 5500 CAMPANILE DRIVE SAN DIEGO CA 92182 330868418 501(C) (3) 26378 0 GENERAL SUPPORT ENCINITAS SENIOR CENTER 525 SOUTH VULCAN AVE ENCINITAS CA 92024 330197843 GOVT 5260 0 GENERAL SUPPORT FALLBROOK SENIOR CITIZENS SERVICE CLUB 399 HEALD LANE FALLBROOK CA 92028 952892632 501(C) (3) 40700 0 GENERAL SUPPORT IMPERIAL BEACH SENIOR CENTER 825 IMPERIAL BEACH BLVD IMPERIAL BEACH CA 91932 956006475 GOVT 40000 0 GENERAL SUPPORT JEWISH FAMILY SERVICE OF SAN DIEGO 8804 BALBOA AVENUE SAN DIEGO CA 92123 951644024 501(C) (3) 10000 0 GENERAL SUPPORT LA JOLLA COMMUNITY CENTER 6811 LA JOLLA BLVD LA JOLLA CA 92037 208682354 501(C) (3) 18500 0 GENERAL SUPPORT LAWRENCE FAMILY JEWISH COMMUNITY CENTER 4126 EXECUTIVE DRIVE LA JOLLA CA 92037 951985444 501(C) (3) 39000 0 GENERAL SUPPORT MYSENIOR CENTER PO BOX 55071 BOSTON MA 02205 203434634 30259 0 3 YEARS SUBSCRIPTION FOR CRM SOFTWARE AND KIOSKS TO BE USED BY MULTIPLE SENIOR CENTERS NEIGHBORHOOD HOUSE SENIOR CENTER 5660 COPLEY DRIVE SAN DIEGO CA 92111 951648184 501(C) (3) 20000 0 GENERAL SUPPORT PENINSULA SHEPHERD CENTER 1475 CATALINA BLVD SAN DIEGO CA 92107 953626528 501(C) (3) 33000 0 GENERAL SUPPORT SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 952850121 501(C) (3) 36000 0 GENERAL SUPPORT UCSD PEP4PA SENIOR FITNESS PROGRAM 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 501(C) (3) 25200 0 GENERAL SUPPORT VISTA SENIOR CENTER 1400 VALE TERRACE DR CA 92084 VISTA CA 92084 956000478 GOVT 8500 0 GENERAL SUPPORT 13 1 PART I, LINE 2: SAN DIEGO SENIOR COMMUNITY FOUNDATION IS A GRANT-MAKING COMMUNITY FOUNDATION, AND AS SUCH MAJORITY OF NON-OPERATIONAL FUNDS ARE DISTRIBUTED IN FORM OF GRANTS TO EXISTING IRS-QUALIFIED 501(C)(3) ORGANIZATIONS. DUE DILIGENCE INCLUDES ADVANCE REVIEW OF 501(C)(3) ORGANIZATIONS, AND APPROPIATE PERIODIC FOLLOW-UP REVIEW. RECORDS ARE KEPT ENABLING THE FOUNDATION TO TRACK GRANTS BOTH BY RECIPIENT ORGANIZATION, AND BY THE INTERNAL FUND FROM WHICH THE GRANT WAS MADE. GRANTS MAY BE INITIATED BASED ON AN ORIGINAL DONOR-IMPOSED RESTRICTION, OR ON DONOR-ADVISMENTS, OR ON THE SPECIFIC PROGRAMATIC NATURE OF THE FUNDS SOURCE. THE BOARD OF DIRECTORS APPROVES ALL GRANTS BEFORE THE FUNDS ARE DISBURSED. APPROPIATE FORMS ARE UTILIZED TO DOCUMENT ALL GRANT APPLICATIONS AND APPROVALS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT. A COMPLETE COPY OF THE FORM 990 AND SUPPORTING SCHEDULE IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO THE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ASSURES THAT PERSONS WHO HAVE A CONFLICT OF INTEREST WILL NOT HAVE INFLUENCE OVER THE CORPORATION FOR SETTING THEIR OWN COMPENSATION OR INFLUENCE OVER THE CORPORATION REGARDING BUSINESS DEALS WITH THEMSELVES. DURING THE ANNUAL BOARD MEETINGS, ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY DIRECTOR/OFFICER IN ANY MATTER INVOLVING THE ORGANIZATION IS DISCLOSED TO THE OTHER DIRECTORS/OFFICERS. IF A CONFLICT ARISES, THE PERSON WITH THE CONFLICT IS NOT ALLOWED TO VOTE ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ORGANIZATION'S PRESIDENT AND CFO/COO ARE DETERMINED AND REVIEWED BY THE COMPENSATION COMMITTEE WHO USES COMPENSATION SURVEYS OR STUDIES TO GAIN COMPARABILITY DATA. THE COMMITTEE MAKES A RECOMMENDATION TO THE FULL BOARD WHO VOTES FOR APPROVAL. THIS PROCESS WAS LAST DONE JAN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON REQUEST.