Nonprofit · EIN 95-2850121
SERVING SENIORS
Tax-exempt · SAN DIEGO, CA 92101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $18,427,170 | $17,304,317 | $1,122,853 | $26,034,366 | $3,429,036 | $22,605,330 |
| June 30, 2024 | 990 | $13,310,053 | $14,239,490 | -$929,437 | $24,747,434 | $3,624,968 | $21,122,466 |
| June 30, 2023 | 990 | $13,428,924 | $13,056,994 | $371,930 | $24,689,068 | $3,011,540 | $21,677,528 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $16,488,525
- of which government grants
- $12,482,621
- Program service revenue
- $1,664,434
- Investment income
- $147,200
- Net income from fundraising events
- $126,940
- Net income from gaming
- $71
- Other revenue
- $127,011
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,257,961
- Other salaries and wages
- $5,161,512
- Salaries, compensation and benefits (total)
- $7,870,882
- Professional fundraising fees
- $0
- Occupancy
- $136,593
- Travel
- $26,778
- Depreciation
- $435,255
- Program services (functional)
- $14,836,684
- Management and general (functional)
- $1,421,860
- Fundraising (functional)
- $1,045,773
Balance sheet and other
- Total assets, start of year
- $24,747,434
- Total assets, end of year
- $26,034,366
- Total liabilities, end of year
- $3,429,036
- Net assets, end of year
- $22,605,330
- Land, buildings and equipment
- $2,488,045
- Publicly traded securities
- $3,716,356
- Net assets without donor restrictions
- $11,476,497
- Net assets with donor restrictions
- $11,128,833
- Gross receipts
- $18,684,438
- Employees
- 149
- Volunteers
- 594
- Year formed
- 1970
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAUL DOWNEY | President & CEO Officer | 40 | $304,413 | $39,547 |
| MELINDA FORSTEY | COO Officer | 40 | $205,166 | $12,360 |
| SUE SCHAFFNER | CFO Officer | 40 | $161,644 | $20,245 |
| EDITH GLASSEY | CPO Officer | 40 | $158,841 | $17,583 |
| GISELLE BEETS | VP Operations Officer | 40 | $126,871 | $11,521 |
| JENNIFER SINNOTT | VP Health Officer | 40 | $108,981 | $11,960 |
| ENRIQUE PARRA GONZALEZ | DIRECT. OF HOUSING | 40 | $99,872 | $16,739 |
| BOBBY LACOUR | Director Trustee or director | 0.5 | $0 | $0 |
| JOY VACCARI | Director Trustee or director | 0.5 | $0 | $0 |
| MARY GENDRON | Board Chair Trustee or director, Officer | 0.5 | $0 | $0 |
| SCOTT BROWN | Director Trustee or director | 0.5 | $0 | $0 |
| DESIREE BRUCE-LYLE | Director Trustee or director | 0.5 | $0 | $0 |
| KRIS VIRTUE | Director Trustee or director | 0.5 | $0 | $0 |
| BRIAN BYUN | Director Trustee or director | 0.5 | $0 | $0 |
| JIM SIKORA | Director Trustee or director | 0.5 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONI LOW | Director Trustee or director | 0.5 | $0 |
| NANCY L VAUGHAN | Director Trustee or director | 0.5 | $0 |
| WILLA FIELDS | Director Trustee or director | 0.5 | $0 |
| DEB BARRETT | Director Trustee or director | 0.5 | $0 |
| MELISSA JOHNSON | Director Trustee or director | 0.5 | $0 |
| DIVYA KOURA | Director Trustee or director | 0.5 | $0 |
| ARLENE PRATER | Director Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAUL DOWNEY | President & CEO Officer | 40 | $303,824 | $36,440 |
| MELINDA FORSTEY | COO Officer | 40 | $189,846 | $11,525 |
| SUE SCHAFFNER | CFO Officer | 40 | $154,913 | $18,831 |
| EDITH GLASSEY | CPO Officer | 40 | $154,148 | $16,396 |
| GISELLE BEETS | VP Operations Officer | 40 | $121,798 | $10,615 |
| JENNIFER SINNOTT | VP Health Officer | 40 | $100,279 | $10,804 |
| BOBBY LACOUR | Finance Chair Trustee or director, Officer | 0.5 | $0 | $0 |
| JOY DELMAN | Director Trustee or director | 0.5 | $0 | $0 |
| MARY GENDRON | Board Chair Trustee or director, Officer | 0.5 | $0 | $0 |
| LINA ERICSSON | Past Chair Trustee or director | 0.5 | $0 | $0 |
| SCOTT BROWN | Director Trustee or director | 0.5 | $0 | $0 |
| MATT STRAUSS | Philan Chair Trustee or director, Officer | 0.5 | $0 | $0 |
| KRIS VIRTUE | Director Trustee or director | 0.5 | $0 | $0 |
| JIM SIKORA | Director Trustee or director | 0.5 | $0 | $0 |
| JONI LOW | Gov Chair Trustee or director, Officer | 0.5 | $0 | $0 |
| NANCY L VAUGHAN | Director Trustee or director | 0.5 | $0 | $0 |
| DEB BARRETT | Director Trustee or director | 0.5 | $0 | $0 |
| DIVYA KOURA | Director Trustee or director | 0.5 | $0 | $0 |
| ARLENE PRATER | Director Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAUL DOWNEY | President & CEO Officer | 40 | $291,891 | $32,530 |
| MELINDA FORSTEY | COO Officer | 40 | $179,962 | $10,853 |
| SUE SCHAFFNER | CFO Officer | 40 | $152,755 | $17,007 |
| EDITH GLASSEY | CPO Officer | 40 | $151,475 | $16,400 |
| GISELLE BEETS | VP Operations Officer | 40 | $119,999 | $9,986 |
| JENNIFER SINNOTT | VP Health Officer | 40 | $105,234 | $10,503 |
| BOBBY LACOUR | Finance Chair Trustee or director, Officer | 0.5 | $0 | $0 |
| JOY DELMAN | Director Trustee or director | 0.5 | $0 | $0 |
| ROBERT BORTHWICK | Board Chair Trustee or director, Officer | 0.5 | $0 | $0 |
| LINA ERICSSON | Past Chair Trustee or director | 0.5 | $0 | $0 |
| SIMON SILVA | Director Trustee or director | 0.5 | $0 | $0 |
| MARY GENDRON | Philan Chair Trustee or director, Officer | 0.5 | $0 | $0 |
| DALE GOLDMAN | Director Trustee or director | 0.5 | $0 | $0 |
| DEBORAH LINGGI | Director Trustee or director | 0.5 | $0 | $0 |
| JIM SIKORA | Director Trustee or director | 0.5 | $0 | $0 |
| JONI LOW | Gov Chair Trustee or director, Officer | 0.5 | $0 | $0 |
| NANCY L VAUGHAN | Director Trustee or director | 0.5 | $0 | $0 |
| MATTHEW STRAUSS | Director Trustee or director | 0.5 | $0 | $0 |
| DEB BARRETT | Director Trustee or director | 0.5 | $0 | $0 |
| DIVYA KOURA | Director Trustee or director | 0.5 | $0 | $0 |
| ARLENE PRATER | Director Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 525 14TH ST STE 200, SAN DIEGO, CA 92101-7556
- Principal officer (990 for 2024)
- JENNIFER BAUM
- Signed the 990
- JENNIFER BAUM, CAO
- Phone
- (619) 235-6572
- Website
- http://servingseniors.org
- Return prepared by
- Leaf & Cole LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2850121 or by the name SERVING SENIORS.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- NUTRITIONServing Seniors Senior Nutrition Program ensures almost 7,000 low-income seniors have access to a nutritious diet, providing over one million congregate and home-delivered meals a year. Meals are served from numerous congregate sites across San Diego County and delivered directly to homebound seniors each day.Expenses $10,366,373
- HEALTH AND SOCIAL SERVICESServing 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.Expenses $3,706,962
- HOUSINGServing 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 permanentaffordable 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 partnered with the City of San Diego to open Seniors Landing Bridge Shelter, a non congregate shelter that provides temporary housing to older adults transitioning out of homelessness and into permanent housing.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 across these sites.Expenses $763,349 · revenue $1,664,434
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-2850121
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1973
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P810)
- Assets (IRS master file)
- $26,034,366
- Income (IRS master file)
- $18,684,438
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $18,427,170 | $17,304,317 | $26,034,366 | XML |
| 990 | June 2024 | $13,310,053 | $14,239,490 | $24,747,434 | XML |
| 990 | June 2023 | $13,428,924 | $13,056,994 | $24,689,068 | XML |
| 990 | June 2022 | $13,598,474 | $11,963,154 | $23,762,987 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-2850121).
Questions about SERVING SENIORS
- What is the EIN of SERVING SENIORS?
- The employer identification number (EIN) of SERVING SENIORS is 95-2850121.
- Is SERVING SENIORS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to SERVING SENIORS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SERVING SENIORS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SERVING SENIORS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SERVING SENIORS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SERVING SENIORS?
- The 990 for the year ended June 30, 2025 names JENNIFER BAUM.
- Who are the officers and directors of SERVING SENIORS?
- The 990 for the year ended June 30, 2025 lists 22 people; 7 received compensation from the organization, the highest $304,413 (PAUL DOWNEY, President & CEO).
- How much revenue does SERVING SENIORS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $18,427,170, expenses of $17,304,317 and total assets of $26,034,366 at year end.
Other nonprofits in SAN DIEGO
- SAN DIEGO IMPERIAL COUNTIES DEVELOPMENTAL SERVICES INC EIN 95-3735517 · last filed 990 for 2025
- YMCA OF SAN DIEGO COUNTY EIN 95-2039198 · last filed 990 for 2025
- COMMUNITY ELDERCARE OF SAN DIEGO EIN 33-0853316 · last filed 990 for 2024
- THE NEIGHBORHOOD HOUSE ASSN EIN 95-1648184 · last filed 990 for 2025
- CATHOLIC CHARITIES DIOCESE OF SAN DIEGO EIN 23-7334012 · last filed 990 for 2025
- JEWISH FAMILY SERVICE OF SAN DIEGO EIN 95-1644024 · last filed 990 for 2025
- CASA DE LAS CAMPANAS INC EIN 33-0371280 · last filed 990 for 2025
- ST PAULS EPISCOPAL HOME INC EIN 95-2111196 · last filed 990 for 2024