2025-05-15T13:04:10-05:00 2024-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2023-07-01 331029843 INFO LINE OF SAN DIEGO COUNTY INFO 8583001300 PO BOX 420039 SAN DIEGO CA 92142 WILLIAM YORK PRESIDENT & CEO 8583001300 2025-05-12 1 0 DEBRA D SMITH CPA P00646873 7604318440 2025-05-09 2023 2025-03-06 01:10:19Z 211 SAN DIEGO WILLIAM YORK PO BOX 420039 SAN DIEGO CA 92142 29139408 0 X WWW.211SANDIEGO.ORG X 2003 CA CONNECT PEOPLE TO RESOURCES & PARTNER WITH OUR COMMUNITY TO TRANSFORM HOW PEOPLE ACCESS HELP. 11 11 456 0 0 0 690217 809841 26572430 28033308 5823 78026 -33485 81328 27234985 29002503 0 0 0 0 19421938 20464293 0 0 1050775 6798191 8178921 26220129 28643214 1014856 359289 13427054 13584779 4171997 3773382 9255057 9811397 X 211 SAN DIEGO IS A LOCAL NON-PROFIT ORGANIZATION AND MISSION IS TO SEAMLESSLY CONNECT PEOPLE TO RESOURCES, AND PARTNER WITH OUR COMMUNITY TO TRANSFORM HOW PEOPLE ACCESS HELP. THESE SERVICES INCLUDE ACCESS TO FOOD, HOUSING, UTILITIES, HEALTH, FINANCIAL, TRANSPORTATION, MILITARY AND VETERANS ASSISTANCE, AND MORE SERVICES. 211 SERVES THE ENTIRE POPULATION OF SAN DIEGO AND IMPERIAL COUNTIES AS THE REGION'S PRIMARY CONNECTION TO MORE THAN 6,000 SERVICES, AND PROVIDES ACCESS TO SERVICES 24-HOURS A DAY AND IN MORE THAN 200 LANGUAGES AND DIALECTS. DURING TIMES OF DISASTER OR PUBLIC CRISES, 211 IS THE DESIGNATED AND TRUSTED SOURCE FOR VETTED, NON-EMERGENCY INFORMATION. WE PROVIDE VITAL DATA AND TREND INFORMATION FOR PROACTIVE COMMUNITY PLANNING AND SPEARHEAD THE COMMUNITY INFORMATION EXCHANGE (CIE) TO STREAMLINE COMMUNICATION ACROSS SOCIAL AND HEALTH SERVICE PROVIDERS TO FACILITATE COMMUNITYWIDE CARE COORDINATION FOR CLIENTS AND IMPROVE THEIR OUTCOMES. 0 0 6990590 11543272 211 SAN DIEGO OFFERS A FREE, 24-HOUR CONFIDENTIAL PHONE SERVICE AND SEARCHABLE ONLINE DATABASE. BY DIALING 211, PEOPLE ARE LINKED TO A TRAINED COMMUNITY CONNECTOR WHO CONDUCTS COMPREHENSIVE ELIGIBILITY SCREENINGS AND NEEDS ASSESSMENTS TO GAIN AN UNDERSTANDING OF EACH PERSON'S UNIQUE SITUATION. COMMUNITY CONNECTORS MATCH EACH PERSON'S NEEDS WITH AVAILABLE COMMUNITY RESOURCES AND WORK WITH THEM AS WELL AS WITH NONPROFIT AND GOVERNMENT SERVICES TO ENSURE THEY RECEIVE THE SUPPORT NECESSARY TO MEET THEIR NEEDS TO IMPROVE THEIR QUALITY OF LIFE. REFERRALS OFTEN INCLUDE 211'S OWN IN-DEPTH SERVICES INCLUDING PUBLIC ASSISTANCE ENROLLMENT SERVICES OR HEALTH, HOUSING UTILITY ASSISTANCE OR MILITARY/VETERAN NAVIGATION SERVICES.DURING DISASTERS OR PUBLIC HEALTH CRISES, 211 SAN DIEGO IS ACTIVATED AS THE PRIMARY NUMBER FOR THE PUBLIC TO CALL TO PROVIDE OFFICIAL INFORMATION ON BEHALF OF THE LOCAL COUNTY GOVERNMENT. DURING THIS TIME, 211 PROVIDES RUMOR CONTROL, TREND REPORTING AND INVALUABLE DATA COLLECTION AND REPORTING TO THE COUNTY, REPORTING ON COMMUNITY UNMET NEEDS AND ACTING AS THE CENTRAL COMMUNICATIONS POINT FOR OTHER COMMUNITY AGENCIES AND NON-GOVERNMENTAL ORGANIZATIONS. 11329864 11398187 ACCESS OFFERS A PORTFOLIO OF EVOLVING PROGRAMS TO CONNECT TO, MAINTAIN, AND UTILIZE PUBLIC BENEFIT PROGRAMS, WHICH ARE KNOWN TO HAVE A SIGNIFICANT IMPACT IN REDUCING POVERTY AND PROMOTING OPPORTUNITY FOR LOW-INCOME HOUSEHOLDS. PROGRAMS ARE IMPLEMENTED IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS AND LOCAL AND STATE GOVERNMENT OFFICES.211 SAN DIEGO PROVIDES GENERAL INFORMATION AND OFFER HELP TOWARD ACCESSING OR COMPLETING AN APPLICATION, ENROLLMENT AND/OR RENEWAL OF VARIOUS PUBLIC BENEFIT PROGRAMS. THESE PROGRAMS OFTEN VARY, DEPENDING ON RISING NEEDS AND SEASONAL AND/OR TEMPORARY PUBLIC BENEFIT PROGRAMS, SUCH AS FREE TAX PREPARATION (WITH ACCESS TO STATE/FEDERAL TAX CREDITS), EMERGENCY RENTAL ASSISTANCE, OR PANDEMIC-RELATED ELECTRONIC BENEFITS TRANSFER (EBT). 2855999 2902508 A CORNERSTONE PROGRAM OFFERED ON AN ONGOING BASIS SINCE 2009 IS THE ENROLLMENT CENTER WHICH OFFERS OVER-THE-PHONE APPLICATION ASSISTANCE FOR CALFRESH AND MEDICAL. THIS UNIQUE OVER-THE-PHONE ACCESSIBILITY HELPS ELIMINATE BARRIERS TO IN-PERSON ENROLLMENT, SUCH AS TRANSPORTATION, CHILDCARE OR PHYSICAL LIMITATIONS. IN 2022, THESE SERVICES EXPANDED TO INCLUDE OVER-THE-PHONE SUPPORT FOR COMPLETING THE SAR7 FOR THE ANNUAL RECERTIFICATION OF CALFRESH BENEFITS. THIS SERVICE IS AVAILABLE TO THE COUNTIES OF SAN DIEGO, IMPERIAL, AND SAN FRANCISCO. TO SCHEDULE AN APPOINTMENT, ANYONE (WITHIN SAN DIEGO AND IMPERIAL COUNTY) CAN CALL 2-1-1 OR VISIT WWW.2ENROLLME.ORG (SAN DIEGO, IMPERIAL, AND SAN FRANCISCO COUNTIES). THE ENROLLMENT CENTER COMPLETES OVER 1,600 APPLICATIONS PER MONTH, WITH A 70% ENROLLMENT RATE AND AN AVERAGE MONTHLY BENEFIT AMOUNT OF $144 PER HOUSEHOLD, GENERATING OVER $3 MILLION IN BENEFITS. 2143601 2189341 RECOGNIZING THAT SOCIAL FACTORS SIGNIFICANTLY IMPACT HEALTH OUTCOMES AND SPENDING, 211 SAN DIEGO DEVELOPED THE COMMUNITY INFORMATION EXCHANGE (CIE), AN ECOSYSTEM UTILIZING A CLOUD-BASED PLATFORM AND A TRUSTED NETWORK OF MULTIDISCIPLINARY SERVICE PROVIDERS (OVER 140 AND GROWING) TO SHARE DATA TO BETTER UNDERSTAND A CLIENT'S HEALTH AND SOCIAL NEEDS AND ACCESS TAILORED COMMUNITY SERVICES TO MEET THEIR NEEDS HOLISTICALLY. THE CIE USES A SHARED LANGUAGE, AN INTEROPERABLE TECHNOLOGY PLATFORM, AND INTEGRATED DATA TO DELIVER ENHANCED COMMUNITY CARE PLANNING. BY FOCUSING ON THESE CORE COMPONENTS, THE CIE ENABLES COMMUNITIES TO SHIFT AWAY FROM A REACTIVE APPROACH TO PROVIDING CARE TO ONE THAT ENABLES PARTNERS TO INTEGRATE DATA FROM MULTIPLE SOURCES AND MAKE BI-DIRECTIONAL REFERRALS TO CREATE A LONGITUDINAL RECORD THAT PROMOTES A PROACTIVE, HOLISTIC, PERSON-CENTERED SYSTEM OF CARE. THIS PERSON-CENTERED MODEL OFFERS PROACTIVE CARE WHILE COLLECTING SHARED OUTCOME MEASUREMENTS THAT CAN APPLY INNOVATIVE SOLUTIONS THROUGH POLICY AND SYSTEMS CHANGE AND HAS BEEN REPLICATED ACROSS THE COUNTRY. 2143601 2189341 23320054 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 38 0 456 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X WENDY JENKINS 8583001300 3860 CALLE FORTUNADA SAN DIEGO CA 92123 TERRI COLACHIS BOARD CHAIR 5.00 X X 0 0 0 PAUL JOHNSON BOARD VICE CHAIR 3.00 X X 0 0 0 DR JIM DUNFORD TREASURER 3.00 X X 0 0 0 TANA LORAH BOARD SECRETARY AND TREASURER 3.00 X X 0 0 0 DIANA PUETZ BOARD MEMBER 2.00 X 0 0 0 JONATHAN WOLDEMARIAM BOARD MEMBER 2.00 X 0 0 0 JANE FINLEY BOARD MEMBER 2.00 X 0 0 0 DR RAKESH PATEL BOARD MEMBER 2.00 X 0 0 0 NANCY SASAKI BOARD MEMBER 2.00 X 0 0 0 DR P WESLEY LUNDBURG BOARD MEMBER 2.00 X 0 0 0 KATHERINE KINNAMONT BOARD MEMBER 2.00 X 0 0 0 PAUL HEGYI BOARD MEMBER 2.00 X 0 0 0 LORENA SLOMANSON BOARD MEMBER 2.00 X 0 0 0 PAUL REDFERN CHIEF FINANCIAL OFFICER 40.00 X 289286 0 15869 WILLIAM YORK PRESIDENT & CEO 50.00 X 322506 0 22995 PETER BATTISTEL CHIEF TECHNOLOGY OFFICER 40.00 X 284347 0 17814 CAMEY CHRISTENSON CHIEF BUSINESS DEVELOPMENT 40.00 X 277708 0 10237 DOUG LUFFBOROUGH CHIEF PEOPLE OFFICER 40.00 X 189643 0 7879 MEGAN STORER CHIEF OF STAFF 40.00 X 216918 0 9615 KARIS GROUNDS VP OF HEALTH AND COMMUNITY 40.00 X 141428 0 12814 KARLA SAMAYOA CHIEF PROGRAM OFFICER 40.00 X 177536 0 14180 1899372 0 111403 8 0 1 0 OKTANA CORPORATION 1116 SMITH STREET SUITE 406 CHARLESTON WV 25301 IT CONSULTING 334291 ICE CYBERSECURITY 1855 FIRST AVE SAN DIEGO CA 92101 IT CONSULTING 195000 DRIVE MARKETING GROUP LLC 20475 SW AVERY CT TUALATIN OR 97062 BRANDED MERCHANDISE 152649 MINH TRAN 4523 DAVINCI STREET SAN DIEGO CA 921302713 SOFTWARE CONSULTING 149500 BETH JOHNSON PO BOX 420039 SUITE 101 SAN DIEGO CA 92142 CIE CONSULTING 115200 5 128242 681599 809841 CONTRACT REVENUE 900099 26697114 26697114 CIE REVENUE 900099 1115153 1115153 FEE FOR SERVICE 900099 213685 213685 OTHER PROGRAM REVENUE 900099 7356 7356 28033308 78026 78026 218233 128242 136905 81328 81328 29002503 28033308 0 159354 X 1537371 1040304 344247 152820 15295907 12918080 1871101 506726 308777 256042 40637 12098 2107415 1747497 277347 82571 1214823 1007348 159877 47598 251513 133028 106354 12131 57560 30444 24340 2776 3914645 2960585 856380 97680 7630 7630 232143 17607 168167 46369 612256 537876 65217 9163 852281 779785 58314 14182 99168 52215 31891 15062 205742 190699 12203 2840 171675 158268 10786 2621 TELEPHONE 907295 856174 39796 11325 PARTNERSHIP PARTICIPATI 404500 394500 10000 0 EQUIPMENT/MAINTENANCE 163817 138020 19714 6083 DUES AND LICENSES 125397 54867 55024 15506 173299 39085 120990 13224 28643214 23320054 4272385 1050775 2364086 4970548 5714276 543477 2830901 3034756 149219 532002 2687365 2296256 590930 391109 2910276 1777642 1202611 13427054 13584779 2134214 2307638 295362 291133 1742421 1174611 4171997 3773382 X 9190306 9730989 64751 80408 9255057 9811397 13427054 13584779 359289 195487 1564 0 X 0 1 X 1 1 1 X 820866 1039502 1157566 690217 809841 4517992 820866 1039502 1157566 690217 809841 4517992 244320 4273672 108115 56187 1007 5823 78026 249158 81328 81328 4848478 115876351 0.88140 0.74030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1555662 1281657 274005 1131703 1014599 117104 391109 DEPOSITS AND OTHER ASSETS 52428 OPERATING LEASE RIGHT-OF-USE ASSETS, NET OF ACCUMULATED AMORTIZATION 1150183 1202611 OPERATING LEASE LIABILITY 1174611 1174611 X 30523758 195487 1325768 1521255 29002503 0 29002503 29912704 1269490 1269490 28643214 0 28643214 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN FASB ACCOUNTING STANDARDS CODIFICATION. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE CONSOLIDATED FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF RELATED ORGANIZATION PER CONSOLIDATED GAAP STATEMENTS 1,862,252. ELIMINATING ENTRIES PER CONSOLIDATED GAAP STATEMENTS -536,484. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF RELATED ORGANIZATION PER CONSOLIDATED GAAP STATEMENTS 1,805,974. ELIMINATING ENTRIES PER CONSOLIDATED GAAP STATEMENTS -536,484. CIE NATIONAL SUMMIT 346475 128242 218233 13895 63695 15356 43959 CIE STATE SUMMIT 346475 128242 218233 13895 63695 15356 43959 136905 81328 X X X X X X 0 0 0 0 0 0 0 0 0 WILLIAM YORK PRESIDENT & CEO 284706 0 37800 0 0 0 12095 0 10900 0 345501 0 0 0 PAUL REDFERN CHIEF FINANCIAL OFFICER 263298 0 25988 0 0 0 11154 0 4715 0 305155 0 0 0 PETER BATTISTEL CHIEF TECHNOLOGY OFFICER 258359 0 25988 0 0 0 10175 0 7639 0 302161 0 0 0 CAMEY CHRISTENSON CHIEF BUSINESS DEVELOPMENT 251720 0 25988 0 0 0 10140 0 97 0 287945 0 0 0 MEGAN STORER CHIEF OF STAFF 196918 0 20000 0 0 0 1976 0 7639 0 226533 0 0 0 DOUG LUFFBOROUGH CHIEF PEOPLE OFFICER 169563 0 20080 0 0 0 7648 0 231 0 197522 0 0 0 KARLA SAMAYOA CHIEF PROGRAM OFFICER 159036 0 18500 0 0 0 6541 0 7639 0 191716 0 0 0 KARIS GROUNDS VP OF HEALTH AND COMMUNITY 124636 0 16792 0 0 0 5175 0 7639 0 154242 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B 2-1-1'S FINANCE COMMITTEE REVIEWS THE FORM 990 AT THEIR MONTHLY MEETING AND APPROVES IT FOR FILING. THE BOARD OF DIRECTORS IS NOTIFIED BY THE FINANCE COMMITTEE CHAIR AT THE FOLLOWING BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE CEO MEETS WITH EACH MEMBER ANNUALLY AND ANY CONFLICTS OR POTENTIAL CONFLICTS ARE DISCUSSED AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO IS RESEARCHED, BY USING ANNUAL SURVEYS AND ESTABLISHED BY THE BOARD EXECUTIVE COMMITTEE. THE CEO IS PROVIDED WITH AN ANNUAL PERFORMANCE REVIEW TO DETERMINE IF A MERIT INCREASE IS WARRANTED. THE BOARD EXECUTIVE COMMITTEE DECIDES THE FINAL SALARY FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S 990 AND FINANCIALS ARE POSTED ON THE 2-1-1 WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FORM 1023 ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTOR PAYMENTS: PROGRAM SERVICE EXPENSES 1,889,417. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,889,417. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 988,052. MANAGEMENT AND GENERAL EXPENSES 789,931. FUNDRAISING EXPENSES 90,101. TOTAL EXPENSES 1,868,084. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 48,306. MANAGEMENT AND GENERAL EXPENSES 38,619. FUNDRAISING EXPENSES 4,405. TOTAL EXPENSES 91,330. TRANSLATION CONSULTANTS: PROGRAM SERVICE EXPENSES 34,810. MANAGEMENT AND GENERAL EXPENSES 27,830. FUNDRAISING EXPENSES 3,174. TOTAL EXPENSES 65,814. COMMUNITY INFORMATION EXCHANGE 3860 CALLE FORTUNADA SAN DIEGO CA 92123 463270349 SUPPORT INFORMATION EXCHANGE CA 501(C)(3) PF INFO LINE OF SAN DIEGO COUNTY DBA 211 SAN DIEGO 1 SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE 3860 CALLE FORTUNADA SAN DIEGO CA 92123 460550661 SUPPORT INFORMATION EXCHANGE CA 501(C)(3) LINE 10 INFO LINE OF SAN DIEGO COUNTY DBA 211 SAN DIEGO 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE L 180000 AGREEMENT SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE P 356484 SUBCONTRACT AGREEMENT