Mission: ElderHelp is comprised of professionals and community volunteers committed to offering quality social services that help seniors live independently in their own home ... (More)

ElderHelp of San Diego is a 501(c)(3) organization, with an IRS ruling year of 1974, and donations are tax-deductible.

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Contact Information

  http://www.elderhelpofsandiego.org

 5095 Murphy Canyon Rd #100
San Diego CA 92123 

  619-284-9281


You are viewing this organization's new Charity Navigator profile page. To view the legacy version, click here.

Star Rating System by Charity Navigator


Charity Navigator evaluates a nonprofit organization’s financial health including measures of stability, efficiency and sustainability. We also track accountability and transparency policies to ensure the good governance and integrity of the organization.




Exceptional

This charity's score is 93.07, earning it a 4-Star rating. Donors can "Give with Confidence" to this charity. 

This score is calculated from two sub-scores:

This score represents Form 990 data from 2019, the latest year published by the IRS.

View this organization’s historical ratings.


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Star Rated Report

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Program Expense

Program Expense Ratio

80.2%


The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s).


This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver. Dividing a charity's average program expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Administrative Expenses

7.1%


As reported by charities on their IRS Form 990, this measure reflects what percent of its total budget a charity spends on overhead, administrative staff and associated costs, and organizational meetings. Dividing a charity's average administrative expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Fundraising Expenses

12.5%


This measure reflects what a charity spends to raise money. Fundraising expenses can include campaign printing, publicity, mailing, and staffing and costs incurred in soliciting donations, memberships, and grants. Dividing a charity's average fundraising expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Liabilities to Assets Ratio

6.3%


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990).


Part of our goal in rating the financial performance of charities is to help donors assess the financial capacity and sustainability of a charity. As do organizations in other sectors, charities must be mindful of their management of total liabilites in relation to their total assets. This ratio is an indicator of an organization’s solvency and or long term sustainability. Dividing a charity's total liabilities by its total assets yields this percentage.


Source: IRS Form 990

Fundraising Efficiency

$0.11


The amount spent to raise $1 in charitable contributions. To calculate a charity's fundraising efficiency, we divide its average fundraising expenses by the average total contributions it receives. We calculate the charity's average expenses and average contributions over its three most recent fiscal years.


Source: IRS Form 990

Working Capital Ratio

1.07 years


Determines how long a charity could sustain its level of spending using its net available assets, or working capital, as reported on its most recently filed Form 990. We include in a charity's working capital unrestricted and temporarily restricted net assets, and exclude permanently restricted net assets. Dividing these net available assets in the most recent year by a charity's average total expenses, yields the working capital ratio. We calculate the charity's average total expenses over its three most recent fiscal years.


Source: IRS Form 990

Program Expense Growth

9.94%


We compute the average annual growth of program expenses using the following formula: [(Yn/Y0)(1/n)]-1, where Y0 is a charity's program expenses in the first year of the interval analyzed, Yn is the charity's program expenses in the most recent year, and n is the interval of years passed between Y0 and Yn.


Source: IRS Form 990

Governance


Charity Navigator looks to confirm on the Form 990 that the organization has these governance practices in place.


Sources Include: IRS Form 990

Governance:
Independent Voting Board Members  ... (More)
No Material Diversion of Assets ... (More)

A diversion of assets – any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft – can seriously call into question a charity's financial integrity. We check the charity's last two Forms 990 to see if the charity has reported any diversion of assets. If the charity does report a diversion, then we check to see if it complied with the Form 990 instructions by describing what happened and its corrective action. This metric will be assigned to one of the following categories:

  • Full Credit: There has been no diversion of assets within the last two years.

  • Partial Credit: There has been a diversion of assets within the last two years and the charity has used Schedule O on the Form 990 to explain: the nature of the diversion, the amount of money or property involved and the corrective action taken to address the matter. In this situation, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: There has been a diversion of assets within the last two years and the charity's explanation on Schedule O is either non-existent or not sufficient. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Audited Financials Prepared by Independent Accountant ... (More)

Audited financial statements provide important information about financial accountability and accuracy. They should be prepared by an independent accountant with oversight from an audit committee. (It is not necessary that the audit committee be a separate committee. Often at smaller charities, it falls within the responsibilities of the finance committee or the executive committee.) The committee provides an important oversight layer between the management of the organization, which is responsible for the financial information reported, and the independent accountant, who reviews the financials and issues an opinion based on its findings. We check the charity's Form 990 reporting to see if it meets this criteria.

  • Full Credit: The charity's audited financials were prepared by an independent accountant with an audit oversight committee.

  • Partial Credit: The charity's audited financials were prepared by an independent accountant, but it did not have an audit oversight committee. In this case, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: The charity did not have its audited financials prepared by an independent accountant. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Does Not Provide Loan(s) to or Receive Loan(s) From Related Parties ... (More)
Documents Board Meeting Minutes ... (More)
Distributes 990 to Board Before Filing ... (More)
Compensates Board ... (More)

Policies


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization has these policies in place.


Sources Include: IRS Form 990 and organization's website

Policies:
Conflict of Interest  ... (More)
Whistleblower ... (More)
Records Retention and Destruction ... (More)
CEO Compensation Process ... (More)
Donor Privacy ... (More)

Donors have expressed extreme concern about the use of their personal information by charities and the desire to have this information kept confidential. The exchanging and sale of lists for telemarketing and the mass distribution of "junk mail," among other things, can be minimized if the charity assures the privacy of its donors. Privacy policies are assigned to one of the following categories:

  • Yes: This charity has a written donor privacy policy published on its website, which states unambiguously that (1) it will not share or sell a donor's personal information with anyone else, nor send donor mailings on behalf of other organizations or (2) it will only share or sell personal information once the donor has given the charity specific permission to do so.

  • Opt-out: The charity has a written privacy policy published on its website which enables donors to tell the charity to remove their names and contact information from lists the charity shares or sells. How a donor can have themselves removed from a list differs from one charity to the next, but any and all opt-out policies require donors to take specific action to protect their privacy.
  • No: This charity either does not have a written donor privacy policy in place to protect their contributors' personal information, or the existing policy does not meet our criteria.

The privacy policy must be specific to donor information. A general website policy which references "visitor" or "user" personal information will not suffice. A policy that refers to donor information collected on the website is also not sufficient as the policy must be comprehensive and applicable to both online and offline donors. The existence of a privacy policy of any type does not prohibit the charity itself from contacting the donor for informational, educational, or solicitation purposes.

(Less)

Transparency


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization makes this information easily accessible.


Sources Include: IRS Form 990 and organization's website

Transparency:
CEO Salary Listed on 990 ... (More)
Board of Directors Listed on Website ... (More)
Key Staff Listed on Website ... (More)
Audited Financial Statements on Website ... (More)
Form 990 Available on Website ... (More)

Additional Information

Unscored

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Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are this organizations key compensated staff members as identified by our analysts. This compensation data includes salary, cash bonuses and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



Deborah Martin, Executive Director

$91,150 (6.72% of Total Expenses)


Source: IRS Form 990 (page 7), filing year 2020

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Community service organization (BMF activity code: 408)


Foundation Status:

Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi) (BMF foundation code: 15)


Affiliation:

Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them. Charities may submit their own pandemic responses through their nonprofit portal.


ElderHelp of San Diego reported being impacted by COVID-19 in the following ways:
  • Program Delivery

  • Fundraising Capacity

  • Revenue

  • Staffing

  • Administrative Capacity

  • Grants Received

  • Balance Sheet


How COVID-19 impacted the organization's operations financially:

ElderHelp saw a 15% decline in expected grant donations due to COVID. However, we were fortunate to receive other funding and PPP funds to offset that loss. Our entire team was fully employed during the crisis and we even added staff to deal with the increased volume of work.


How COVID-19 impacted the organization's delivery of programs:

Responding to a 773% increase in request for services, ElderHelp quickly adapted service delivery to meet the needs of vulnerable seniors: Addressing isolation: Tripled the number of daily check-in calls and converted in-home friendly visits to telephonic visits. Seniors are matched with volunteers for encouragement and friendship-- allaying fears and anxiety and alerting staff of potential serious medical concerns. Combatting Food Insecurity: Volunteers and staff are delivering fresh groceries (at no charge) and supplies to doorsteps to maintain health and nutrition. Essential Transportation--Seniors A Go Go rides provide medically necessary transportation to ensure ongoing health needs are met. PPE provided for both volunteer drivers and their passengers. Housing Services—Providing rent relief consultations and supporting nearly 300 residents at local senior housing facilities. Mobilizing the Community-- Converted Volunteer Orientations to online platform to engage the community.


How this organization adapted to changing conditions caused by COVID-19:

Converting our unused office space into a food pantry, ElderHelp expanded its grocery shopping program to a grocery/supply delivery program. As the highest risk population facing COVID-19, seniors experienced unprecedented challenges in accessing nutritious food, essential supplies and medications. Meeting USDA My Plate Guidelines, our Food Pantry delivers fresh fruits and veggies, milk, eggs, frozen meals and other nonperishables like canned soups, pastas, and paper goods. Recognizing the need for swift action and volunteer engagement, ElderHelp implemented a Jot Form system to ramp up service delivery. Volunteers are now able to view service opportunities electronically, choose what fits best for their schedule, and meet the needs of our community. Furthermore, the system allows for direct feedback from our clients, improving our communications and data driven results.


Innovations the organization intends to continue permanently after the pandemic:

The Jot Form system is here to stay. Priding ourselves on individual and personalized services, ElderHelp can now connect more seniors with more volunteers on a personal level through this efficient electronic system. Additionally, the new online platform for volunteer orientations offers flexibility and opportunity to those with limited time or driving restrictions.


Historical Ratings

Date PublishedForm 990 FYEOverall ScoreOverall Rating
Rating Version: 2.1
2/1/20212019 93.07
7/1/20192018 92.82
6/1/20182017 92.85
6/1/20172016 90.63
6/1/20162015 86.30
Rating Version: 2.0
4/1/20162015 88.25
6/1/20152014 77.25
10/1/20142013 74.50
9/1/20132012 75.80
12/20/20122011 80.98

...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

ElderHelp of San Diego cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.

Do you work at ElderHelp of San Diego? Join the waitlist for an updated Impact & Results score.


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Additional Information

Unscored

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Largest Programs

Largest Programs



ElderHelp of San Diego reported its three largest programs on its FY 2020 Form 990 as:


$655,382

Spent in most recent FY

56%

Percent of program expenses


CARE COORDINATION PROVIDES PROFESSIONAL GERIATRIC CARE MANAGERS WHO ASSESS SENIORS' NEED FOR SERVICES, DEVELOP CARE PLANS, AND MAINTAIN REGULAR CONTACT TO LENGTHEN THE TIME THE SENIOR CAN REMAIN AT HO ... (More)


$328,002

Spent in most recent FY

28%

Percent of program expenses


HOUSING SERVICES PROVIDES ASSISTANCE TO SENIORS IN NEED OF AFFORDABLE HOUSING OPTIONS AND ROOMMATE PLACEMENT SERVICES.


$170,786

Spent in most recent FY

14%

Percent of program expenses


SENIORS A GO GO PROVIDES ESCORTED DOOR-TO AND THRU-DOOR TRANSPORTATION. ELDERHELP DRIVERS WILL PICK UP MEMBERS AT THEIR DOOR, ASSIST THE MEMBER DURING THEIR APPOINTMENT OR ERRAND, AND MAKE SURE THEY G ... (More)


...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by ElderHelp of San Diego is a passing score.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


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Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s mission


ElderHelp is comprised of professionals and community volunteers committed to offering quality social services that help seniors live independently in their own homes. Our mission is to provide personalized services and information that help seniors remain independent and live with dignity in their own homes. We serve seniors with the fewest resources and the least support. Founded in 1973 as a community-based volunteer organization in the inner city neighborhood of North Park, ElderHelp has grown to become a regional community resource for seniors and their families. Our main office is located in the heart of San Diego.


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


ElderHelp is committed to world where seniors are given the dignity and respect they deserve--to age in place in their own homes. Building intergenerational awareness, focusing on diversity, equity & inclusion, and advancing the role that social determinants of health play in our community ecosystem.


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: Helping seniors live successfully in their homes: Addressing food insecurity, isolation and loneliness, and identifying resources to promote independence, ElderHelp is committed to our core services.

Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.


Goal Two: Reducing depression and anxiety: Keeping seniors connected to their community, we provide touch points through staff and volunteers.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Goal Three: Access to care and health outcomes: Through safe, reliable transportation and in-home assessments, we reduce hospitalizations and help seniors maintain a healthy lifesytle.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

Both ElderHelp's staff and board have committed to an Equity Journey. Through modules of education with prescribed "pit stops," we are committed to broadening awareness of equity both in the workplace and in program implementation.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Networks of Collective Impact Efforts

  • Thought Leadership

  • Raising Awareness

  • Community Building

  • Policy Advocacy

What are this organization’s external mobilizaton efforts?

Collaborative efforts with local nonprofits has expanded out reach and widened our safety net. As a leader of the San Diego Senior Alliance, Executive Director Deb Martin strategizes with other thought leaders in the senior space to ensure unified work on behalf of older adults. Our dedicated Outreach Manager coordinates ~600 events annually to broaden awareness, offer service and support to seniors and their families, and to mobilize the community to engage in our mission. Committed to putting seniors in the spotlight, our marketing activities on social media and other electronic platforms focus on our mission and its value.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


COVID-19 impacted all of our lives, but none more than seniors. With 95% of COVID-19 deaths over the age of 60, seniors remain the most vulnerable and isolated population. Mandated to shelter in place since mid-March, seniors are facing unprecedented challenges. During this incredibly difficult time, ElderHelp experienced a 773% increase in requests for services. The mission to support seniors living independently in their homes has never been more critical. Addressing isolation: Friendly visits—We have tripled the number of daily check-in calls made each day. Seniors who are matched with volunteers continue to receive encouragement via phone chats, allaying fears and anxiety and alerting staff of potential serious medical concerns. Combatting Food Insecurity: Volunteers and staff are delivering fresh groceries (at no charge) and supplies to doorsteps to maintain health and nutrition. We’re partnering with the San Diego Food Bank and other agencies to support seniors with financial hardship. Essential Transportation--Through Seniors A Go Go rides, volunteers and staff provide medically necessary transportation to ensure ongoing health needs are met. Housing Services—We are providing telephone consultations for rental relief and ongoing support for over 250 residents at local senior housing facilities. Mobilizing the Community-- To meet increased demand, we’ve scheduled weekly online Volunteer Orientations onboarding over 100 new community volunteers since March, 2020. This story from our client conveys the real impact of our work: "I was at one of the lowest points in my life. I have no family. My health was failing and I felt so alone. I had nowhere to turn. ElderHelp was like a double rainbow after the storm. I have always considered "Hope" to be nothing more than an empty box but you brought it back into my life."

Source: Nonprofit submitted responses

...   Culture & Community


This score provides an assessment of the organization's engagement with the constituents it serves, a practice we term Constituent Feedback. When organizations listen to constituents, they are able to better deliver on programs and meet the needs of stakeholders. A future version of this Beacon will also assess an organization's people operations and its Diversity, Equity and Inclusion (DEI) metrics.


Culture & Community Score

Not Currently Scored

ElderHelp of San Diego is currently not eligible for a Culture & Community score because we have not received its Constituent Feedback data. Nonprofit organizations are encouraged to fill out the How We Listen section of their Candid profile. This data will provide the basis for the initial evaluation of Culture & Community.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.


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Culture & Community Report

Unscored

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Constituent Feedback

Constituent Feedback

Not Scored


This organization reported that it is collecting feedback.


Here's how this organization is listening and learning from the people they serve:


How is your organization collecting feedback from the people you serve?

Focus groups or interviews (by phone or in person), Case management notes, Community meetings or town halls, Constituent (client or resident, etc.) advisory committees


How is your organization using feedback from the people you serve?

To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve


With whom does your organization share the feedback you got from the people you serve?

The people we serve, Our staff, Our board, Our funders, Our community partners


What challenges does your organization face in collecting feedback from the people you serve?

We don't have any major challenges to collecting feedback


Briefly describe a recent change that your organization made in response to feedback from the people you serve.

Note: The organization did not respond to this question.



Methodology


Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective. We've partnered with GuideStar by Candid to survey organizations about their feedback practices. Nonprofit organizations can fill out the How We Listen section of their Candid profile to receive a rating.


Charity Navigator awards full credit for this Beacon to every nonprofit that is eligible for an Encompass Rating that completes the survey, in recognition of their willingness to publicly share this information with the nonprofit and philanthropic communities. This data is not evaluated for quality at this time. Validation will be added in future iterations of this Beacon.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Our partnership with Feedback Labs and Guidestar by Candid, and other partners including Fund for Shared Insight, GlobalGiving, and Keystone Accountability, enables us to launch the first version of this beacon with Constituent Feedback information collected on Candid's site.


Feedback practices have been shown to support better Diversity, Equity, and Inclusion outcomes, an essential area of assessment that we intend to further expand and develop in the future. Feedback Labs has documented several studies which indicate that beyond achieving organizational goals, nonprofits that are attentive and responsive to concerns and ideas raised by beneficiaries establish stronger relationships with the people they serve, promote greater equity, and empower constituents in ways that can help to ensure better long-term outcomes. You can find resources to help nonprofits improve their feedback practices here.

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