2026-05-15T15:58:24-05:00 2025-06-30 953132551 JGD & ASSOCIATES LLP 9191 TOWNE CENTRE DRIVE 340 SAN DIEGO CA 921221274 990 2024-07-01 331029843 INFO LINE OF SAN DIEGO COUNTY INFO 8583001300 PO BOX 420039 SAN DIEGO CA 92142 WILLIAM YORK PRESIDENT & CEO 8583001300 2026-05-15 1 1 MATTHEW C LARSON P01431105 8585871000 2024 2025-03-06 01:10:19Z 211 SAN DIEGO WILLIAM YORK PO BOX 420039 SAN DIEGO CA 92142 27694600 0 X WWW.211SANDIEGO.ORG X 2003 CA CONNECT PEOPLE TO RESOURCES & PARTNER WITH OUR COMMUNITY TO TRANSFORM HOW PEOPLE ACCESS HELP. 9 9 417 0 0 0 809841 495757 28033308 26195475 78026 91589 81328 76408 29002503 26859229 0 0 0 0 20464293 20321128 0 0 947312 8178921 5908809 28643214 26229937 359289 629292 13584779 13399697 3773382 2728157 9811397 10671540 X 211 SAN DIEGO IS A LOCAL NON-PROFT ORGANIZATION AND MISSION IS TO SEAMLESSLY CONNECT PEOPLE TO RESOURCES, AND PARTNER WITH OUR COMMUNITY TO TRANSFORM HOW PEOPLE ACCESS HELP. 0 0 7123193 12059509 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. 9291692 9343338 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. 3196427 3181274 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 APPOINMENT, 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. 1405309 1611354 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. 1405309 1611354 21016621 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 42 0 1 417 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X WENDY JENKINS 8583001300 3860 CALLE FORTUNADA SAN DIEGO CA 92123 RACHEL GREGG BOARD MEMBER 2.00 X 0 0 0 DR JAMES DUNFORD BOARD MEMBER 2.00 X 0 0 0 DANA GOLAN BOARD MEMBER 2.00 X 0 0 0 TANA LORAH BOARD CHAIR 2.00 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 VICE CHAIR 2.00 X 0 0 0 DR RAKESH PATEL BOARD MEMBER 2.00 X 0 0 0 DR P WESLEY LUNDBERG TREASURER 2.00 X X 0 0 0 KATHERINE KINNAMONT SECRETARY 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 WILLIAM YORK PRESIDENT & CEO 50.00 X 380205 0 29159 PAUL REDFERN CHIEF FINANCIAL OFFICER 40.00 X 315014 0 21933 PETER BATTISTEL CHIEF TECHNOLOGY OFFICER 40.00 X 292152 0 21630 CAMEY CHRISTENSON CHIEF BUSINESS DEVELOPMENT 40.00 X 299744 0 12926 MEGAN STORER CHIEF OF STAFF 40.00 X 244777 0 10777 ADRIAN CARSTENS DIRECTOR CLIENT SERVICES 40.00 X 118639 0 13314 WENDY JENKINS CONTROLLER 40.00 X 134712 0 14372 JESSICA PETER VICE PRESIDENT OF EXTERNAL AFFAIRS 40.00 X 142676 0 13756 JUAN ROJAS SENIOR SALESFORCE ADMINISTRATOR 40.00 X 114633 0 12500 DOUG LUFFBOROUGH CHIEF PEOPLE OFFICER 40.00 X 226515 0 1563 2269067 0 151930 10 1 1 0 ICE CYBERSECURITY 1855 FIRST AVE SAN DIEGO CA 92101 IT CONSULTING 177720 MINH TRAN 4523 DAVINCI STREET SAN DIEGO CA 92130 SOFTWARE CONSULTING 162500 HURNER GOVERNMENT RELATIONS AND ADVOCACY 1017 L STREET 622 SACRAMENTO CA 95814 GOVERNMENT AFFAIRS 102000 3 495757 495757 CONTRACT REVENUE 900099 25904728 25904728 FEE FOR SERVICE 900099 279795 279795 OTHER PROGRAM REVENUE 900099 10952 10952 26195475 87232 87232 748453 744096 4357 4357 4357 167683 91275 76408 76408 26859229 26195475 0 167997 X 2269067 1878722 302679 87666 14528673 12029321 1938032 561320 2108176 1745509 281217 81450 1415212 1171755 188780 54677 2656739 1755150 812311 89278 62009 20557 37634 3818 926759 735265 178920 12574 58943 28563 21526 8854 225685 209571 9366 6748 174370 174370 TELEPHONE 643824 620093 16968 6763 SOFTWARE 554971 464296 90543 132 DUES & LICENSES 158391 43599 96013 18779 TEMPORARY LABOR 141368 92997 46858 1513 305750 221223 70787 13740 26229937 21016621 4266004 947312 4970548 6003748 543477 3034756 2988272 532002 552984 2687365 2521941 391109 165424 2910276 3078541 1202611 610728 13584779 13399697 2307638 1787071 291133 371236 1174611 569850 3773382 2728157 X 9730989 10404866 80408 266674 9811397 10671540 13584779 13399697 629292 230851 0 X X 0 1 X 1 1 1 X 1039502 1157566 690217 809841 495757 4192883 1039502 1157566 690217 809841 495757 4192883 4192883 56187 1007 5823 78026 87232 228275 81328 81328 4502486 0.93120 0.88140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1555662 1459901 95761 1131703 1062040 69663 165424 OPERATING LEASE LIABILITY 569850 569850 X 30713844 230850 3623765 3854615 26859229 0 26859229 29442551 3212614 3212614 26229937 0 26229937 PART X, LINE 2: 2-1-1 SAN DIEGO AND ITS SUBSIDIARIES, CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATIONS, ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954, AS AMENDED, AND THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, MANAGEMENT OF 2-1-1 SAN DIEGO AND ITS SUBSIDIARIES BELIEVES IT HAS ADEQUATE SUPPORT FOR ALL MATERIAL TAX POSITIONS AND THAT IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION. 2-1-1 SAN DIEGO AND ITS SUBSIDIARIES HAVE ANALYZED THE TAX POSITIONS TAKEN IN THEIR FILINGS WITH THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD. 2-1-1 SAN DIEGO AND ITS SUBSIDIARIES BELIEVE THAT THEIR INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DO NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES, FOR UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2025 AND 2024. THE ORGANIZATION USES A LOSS CONTINGENCIES APPROACH FOR EVALUATING UNCERTAIN TAX POSITIONS AND CONTINUALLY EVALUATES CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE ORGANIZATION FOLLOWS ACCOUNTING STANDARDS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENT OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2025 AND 2024 AND THEREFORE NO AMOUNTS HAVE BEEN ACCRUED. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF RELATED ORGANIZATION PER CONSOLIDATED GAAP 3,623,765. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF RELATED ORGANIZATION PER CONSOLIDATED GAAP 3,212,614. 20TH ANNIVERSARY LUNCH 167683 167683 6500 29352 835 54588 167683 167683 6500 29352 835 54588 91275 76408 X X X X X X 0 0 0 0 0 0 0 0 0 WILLIAM YORK PRESIDENT & CEO 327919 0 52286 0 0 0 13031 0 16128 0 409364 0 0 0 PAUL REDFERN CHIEF FINANCIAL OFFICER 284987 0 30027 0 0 0 12573 0 9360 0 336947 0 0 0 PETER BATTISTEL CHIEF TECHNOLOGY OFFICER 262125 0 30027 0 0 0 12798 0 8832 0 313782 0 0 0 CAMEY CHRISTENSON CHIEF BUSINESS DEVELOPMENT 270717 0 29027 0 0 0 11630 0 1296 0 312670 0 0 0 MEGAN STORER CHIEF OF STAFF 222477 0 22300 0 0 0 2233 0 8544 0 255554 0 0 0 DOUG LUFFBOROUGH CHIEF PEOPLE OFFICER 226515 0 0 0 0 0 363 0 1200 0 228078 0 0 0 JESSICA PETER VICE PRESIDENT OF EXTERNAL AFFAIRS 142676 0 0 0 0 0 5548 0 8208 0 156432 0 0 0 FORM 990, PART III, LINE 1 DESCRIPTION OF ORGANIZATION MISSION: THESE SERVICES INCLUDE ACCESS TO FOOD, HOUSING, UTILITIES, HEALTH, FINANCIAL, TRANSPORTATION, MILITARY AND VETERANS ASSISTANCE, AND MORE SERIVCES. 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. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: 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. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: BENEFITS TRANSFER (EBT) FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: MONTHLY BENEFIT AMOUNT OF $144 PER HOUSEHOLD, GENERATING OVER $3 MILLION IN BENEFITS. 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 COMMITTE 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 IF NOT STIPULATED IN AN EMPLOYMENT CONTRACT. 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 CONSULTANTS: PROGRAM SERVICE EXPENSES 691,295. MANAGEMENT AND GENERAL EXPENSES 805,995. FUNDRAISING EXPENSES 89,278. TOTAL EXPENSES 1,586,568. SUBCONTRACTOR PAYMENTS: PROGRAM SERVICE EXPENSES 1,063,855. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,063,855. RETIREMENT ADMIN FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,316. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,316. FORM 990, PART IX, LINE 11G, OTHER FEES: SUBCONTRACTOR PAYMENTS: PROGRAM SERVICE EXPENSES 1,063,855. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,063,855. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 691,295. MANAGEMENT AND GENERAL EXPENSES 805,955. FUNDRAISING EXPENSES 89,278. TOTAL EXPENSES 1,586,568. RETIREMENT ADMIN FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,316. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,316. TOTAL OTHER FEES ON FORM 990, PART IX, LINE 11G, COL A 2,656,739. PART XII, LINE 2C EXPLANATION THERE HAS BEEN NO CHANGE TO THE WAY THAT THE AUDIT COMMITTEE OR BOARD OF DIRECTORS OVERSEES THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. 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 0 0 0 0 1 0 0 0 SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE P 200000 SUBCONTRACT AGREEMENT