2024-09-26T10:16:02-05:00 2024-06-30 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2023-07-01 814910505 SAN DIEGO SENIORS COMMUNITY FOUNDATION SAND 6196849114 PO BOX 60515 SAN DIEGO CA 92106 JERRY RAY CFO/COO 6196849114 2024-09-25 1 1 JANE COLEMAN P01391236 8586271400 2023 2024-08-08 14:25:15Z ROBERT KELLY 626 TARENTO DRIVE SAN DIEGO CA 92106 1007141 0 X SDSCF.ORG X 2016 CA TO INCREASE AWARENESS AND ACTION TOWARD ISSUES IMPACTING SENIORS. 10 10 4 10 0 0 728296 1006888 0 0 -172 2 231 251 728355 1007141 394801 314833 0 0 329703 376792 0 0 48833 63155 63853 787659 755478 -59304 251663 696221 956234 16550 24900 679671 931334 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 637615 314833 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.EMPOWERING SENIOR CENTERS:OUR CORNERSTONE INITIATIVE, THE EMPOWER SAN DIEGO SENIOR CENTER CAMPAIGN, CONTINUES TO BE A PRIMARY FOCUS. IN 2024, WE SUPPORTED EVEN MORE UNDERFUNDED, UNDERSTAFFED, AND UNDER-RESOURCED SENIOR CENTERS. BY PROVIDING ESSENTIAL GRANTS, WE HELP THESE CENTERS EXPAND THEIR PROGRAM OFFERINGS, FOSTERING SUSTAINABILITY AND BUILDING CAPACITY. OUR GOAL IS TO CREATE VIBRANT HUBS OF ACTIVITY AND SUPPORT WHERE SENIORS CAN THRIVE. THIS YEAR, WE WILL INTENSIFY OUR EFFORTS TO INTEGRATE THE SENIOR CENTER MASTER PLAN WITHIN SAN DIEGO COUNTY'S STRATEGIC INITIATIVES. OUR VISION IS FOR EVERY SENIOR CENTER IN SAN DIEGO TO BE A MODEL OF EXCELLENCE, PROVIDING COMPREHENSIVE SERVICES THAT MEET THE DIVERSE NEEDS OF OUR OLDER ADULTS.NO SENIOR ALONE CAMPAIGN:OUR NO SENIOR ALONE CAMPAIGN HAS BEEN A HEARTWARMING SUCCESS. THIS YEAR, 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. WE ARE COMMITTED TO CONTINUING SUCH EFFORTS, ENSURING THAT EVERY SENIOR HAS OPPORTUNITIES TO CONNECT AND ENGAGE WITH THE COMMUNITY. LOOKING FORWARD, OUR NO SENIOR ALONE FOR THE HOLIDAYS CAMPAIGN WILL ENSURE THAT OVER 8,000 SENIORS AT 28 DIFFERENT SENIOR CENTERS ACROSS SAN DIEGO WILL NOT BE ALONE DURING THE HOLIDAY SEASON.NATIONAL RECOGNITION AND COLLABORATION:OUR INNOVATIVE APPROACH TO SENIOR CARE IS BEING RECOGNIZED ON A NATIONAL SCALE. WITH THE GENEROUS SUPPORT FROM WELLS FARGO, WE HAVE PARTNERED WITH THE FBI TO HOLD ELDER FRAUD PREVENTION SEMINARS TAUGHT BY REAL FBI AGENTS. THIS PARTNERSHIP HAS BEEN INSTRUMENTAL IN EDUCATING OVER 1,000 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.INTERGENERATIONAL GRANTMAKING AND PROGRAMS:IN 2024, INTERGENERATIONAL GRANTMAKING FUNDED THE FIRST GRANDPARENTS RAISING GRANDKIDS RETREAT IN COLLABORATION WITH SAY SAN DIEGO, PROVIDING MUCH-NEEDED SUPPORT AND RESOURCES TO THESE FAMILIES. ADDITIONALLY, WE ARE WORKING CLOSELY WITH THE ITZKOWICH FUNDACION TO BRING MORE INTERGENERATIONAL PROGRAMMING TO SAN DIEGO. THESE INITIATIVES ARE DESIGNED TO STRENGTHEN BONDS ACROSS GENERATIONS AND ENRICH THE LIVES OF BOTH YOUNG AND OLD.SDSCF IS THE ONLY COMMUNITY FOUNDATION IN THE COUNTRY FOCUSED SOLELY ON SENIORS. WITH LESS THAN 2% OF CHARITABLE DOLLARS DIRECTED TOWARDS 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 2024, 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. 637615 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 5 0 1 4 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 CEO 15.00 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 JERRY RAY CFO/COO 30.00 X 91980 0 0 91980 0 0 0 0 0 0 0 1006888 1006888 2 2 251 251 251 1007141 0 0 253 314833 314833 94980 55778 32098 7104 253756 209555 7594 36607 28056 21203 3313 3540 5500 5500 4890 3300 1590 500 400 100 3080 1228 1660 192 15443 3514 11929 5035 4643 239 153 984 984 4083 4083 MARCOM, EARNED & SOCIAL 17718 17418 300 DUES, SUBSCRIPTIONS 5515 5342 173 1105 401 451 253 755478 637615 69030 48833 672290 942475 23931 13759 696221 956234 16550 24900 16550 24900 X 85838 467685 593833 463649 679671 931334 696221 956234 251663 0 X 0 0 0 X 262523 847897 837749 728296 1006888 3683353 262523 847897 837749 728296 1006888 3683353 2483698 1199655 27 4 4 3 2 40 97 149 180 231 251 908 3684301 0.32560 0.34020 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 97. 2020 AMOUNT: $ 149. 2021 AMOUNT: $ 180. 2022 AMOUNT: $ 231. 2023 AMOUNT: $ 251. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 0 8200 61243 1 1 0 1 BAYSIDE COMMUNITY CENTER PO BOX 712525 SAN DIEGO CA 92171 951652902 501(C) (3) 5111 0 GENERAL SUPPORT FALLBROOK SENIOR CENTER 399 HEALD LANE FALLBROOK CA 92028 952892632 501(C) (3) 31272 0 GENERAL SUPPORT CITY OF IMPERIAL BEACH 825 IMPERIAL BEACH BLVD IMPERIAL BEACH CA 91932 956006475 GOVT 20935 0 GENERAL SUPPORT JEWISH FAMILY SERVICE OF SAN DIEGO 8804 BALBOA AVENUE SAN DIEGO CA 92123 951644024 501(C) (3) 17500 0 GENERAL SUPPORT LA JOLLA COMMUNITY CENTER 6811 LA JOLLA BLVD LA JOLLA CA 92037 208682354 501(C) (3) 14500 0 GENERAL SUPPORT LAWRENCE FAMILY JEWISH COMMUNITY CENTER 4126 EXECUTIVE DRIVE LA JOLLA CA 92037 951985444 501(C) (3) 15000 0 GENERAL SUPPORT PENINSULA SHEPHERD SENIOR CENTER 1475 CATALINA BLVD SAN DIEGO CA 92107 953626528 501(C) (3) 7867 0 GENERAL SUPPORT SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 952850121 501(C) (3) 13950 0 GENERAL SUPPORT VISTA SENIOR CENTER 1400 VALE TERRACE DR VISTA CA 92084 956000478 GOVT 10000 0 GENERAL SUPPORT DISABLED SERVICES ADVISORY COUNCIL PO BOX 5239 SAN DIEGO CA 92165 953202517 501(C) (3) 29543 0 GENERAL SUPPORT DEL MAR COMMUNITY CONNECTIONS PO BOX 2947 DEL MAR DEL MAR CA 92014 330938895 501(C) (3) 16500 0 GENERAL SUPPORT ED BROWN SENIOR CENTER OF RANCHO BERNARDO 18402 WEST BERNARDO DRIVE SAN DIEGO CA 92127 930996904 501(C) (3) 19300 0 GENERAL SUPPORT CITY OF SAN MARCOS 111 RICHMAR AVENUE SAN MARCOS CA 92069 952259585 GOVT 12200 0 GENERAL SUPPORT CITY OF POWAY 13325 CIVIC CENTER DRIVE POWAY CA 92074 953555845 GOVT 21418 0 GENERAL SUPPORT CITY OF OCEANSIDE 300 N COAST HIGHWAY OCEANSIDE CA 92054 951688570 GOVT 6000 0 GENERAL SUPPORT CITY OF CHULA VISTA 276 FOURTH AVE CHULA VISTA CA 91910 956000690 GOVT 12600 0 GENERAL SUPPORT CITY OF LA MESA 4975 MEMORIAL DRIVE LA MESA CA 91942 956000731 GOVT 9950 0 GENERAL SUPPORT 17 0 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 2024. 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.