irs program accomplishments · form 990 part iii · fy2021
what they reported doing
Program narrative the organization filed with the IRS. Ordered by program spending.
- #1 primary $63KHELPING HANDS - 515 HOUSEHOLD PROJECTS FOR SENIORS INCLUDING INSTALLATIONS OF 69 FIRE DEPARTMENT LOCK BOXES AND 177 HOME AUTOMATION HOME VISITS; 120 VOLUNTEER HOURS; 2,539 MILES DRIVEN
- #2 $27KFRIENDLY CONTACTS - 37 SOCIAL AND EVENT CONTACTS; 106 VOLUNTEER HOURS; 189 MILES DRIVEN
named programs · 10 · from sources
what they call their work
Book Club
A club for members to read and discuss books.
Community Seminars
Educational seminars addressing important topics related to safety and preparedness for the SaddleBrooke community.
Electronics & Hazardous Waste Recycling Event
An annual event for residents to responsibly dispose of hard-to-dispose-of items.
Forms and Documents Team
Volunteers assist members with organizing estate documents, preparing applications, and navigating the initial months of widowhood.
Friendly Contact
A program providing a different kind of help, likely social support or check-ins for members.
Going My Way
Volunteers drive members to medical appointments, grocery shopping, or hair salons.
Helping Hands
Volunteers perform simple tasks around the house or yard such as fixing a doorknob, hanging a picture, troubleshooting a computer, and moving patio furniture.
Men's Social Hour
A social gathering for men in the community, originally for members and volunteers, now expanded.
Music Matinees
Monthly free concerts featuring local performers.
Support Team
A team of retired physicians, nurses, social workers, physical therapists, and a hospice chaplain providing support.
activities · 10 groups
what they do
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Member-Focused Social Events 5 activities
- Community events and outreach programsOrganizes and sponsors recurring community events such as free monthly music matinees, an annual electronics and hazardous waste recycling event, fundraising Beach Bash events, vaccination clinics, and anniversary celebrations to engage residents and promote services.
- Facilitate social connections and community engagementOrganizes and sponsors various events and activities for members and the broader SaddleBrooke community, including monthly music matinees, birthday celebrations, book clubs, men's social hours, and home companion visits. The "Fun With Friends" team specifically focuses on fostering social connections.
- Facilitate social connections and community engagementOrganizes events and activities for members and the broader SaddleBrooke community, such as monthly music matinees, birthday celebrations, book clubs, men's social hours, and home companion visits. This is supported by the "Fun With Friends" and "Friendly Connection" teams.
- Social Connection and Community EngagementFacilitates social connection for members through personal phone calls, home visits, birthday cards, and monthly activities such as book clubs and a Men's Social Hour. The organization also sponsors free monthly music matinee performances and organizes various community events and fundraisers for SaddleBrooke residents.
- Social connection and community engagementFacilitates social engagement for members through phone calls, home visits, birthday celebrations, book clubs, Men's Social Hour, and other monthly activities. Includes dedicated volunteer teams like "Friendly Connection" and "Fun With Friends" to reduce isolation and build community.
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Secure Access & Technology Support Services 5 activities
- Emergency Access and Safety ServicesSells and installs residential lockboxes for all SaddleBrooke residents to provide secure emergency access for 911 personnel and allows residents to leave notes for pet care or medical records.
- Home Technology AssistanceAssists members with home technology, including setting up voice command devices like Alexa, and installing smart lights, plugs, doorbells, and thermostats.
- Home technology and emergency access supportOffers installation and setup of smart home technologies including voice command devices, smart lights, plugs, doorbells, and thermostats. Also provides lockbox installations for emergency access by first responders, available to all SaddleBrooke residents.
- Provide emergency access and safety servicesSells and installs residential lockboxes for all SaddleBrooke residents to provide secure emergency access for 911 personnel, allowing first responders to enter homes and access important information like pet care instructions or medical records.
- Provide emergency access solutions for residentsSells and installs residential lockboxes for all SaddleBrooke residents, enabling secure access for 911 personnel during emergencies and allowing residents to leave notes for pet care or medical records.
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Relocation Transition Support 4 activities
- Assist members with transitions from SaddleBrookeOffers a "Moving On" program that provides resources and assistance to members transitioning from SaddleBrooke, including help with finding long-term care residences, downsizing, packing, and moving.
- Assist with member transitions and supportOffers a "Moving On" program to provide resources and assistance to members transitioning from SaddleBrooke, including help with finding long-term care residences, packing, moving, and personal advocacy. The "Support" team also conducts home visits to assess needs and provide resource information.
- Member Transition SupportOffers a "Moving On" program to provide resources and personal advocacy to members transitioning from SaddleBrooke, assisting with finding and choosing long-term care residences, downsizing, packing, and moving.
- Member transition and relocation assistanceOperates a "Moving On" program that supports members transitioning from SaddleBrooke by assisting with finding long-term care or downsizing residences, packing, moving, and providing personal advocacy throughout the process.
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Senior Information & Referral Helpline 4 activities
- Manage volunteer operations and dispatch servicesOperates a dispatch service to respond to member service requests via phone and routes messages using a computer program. The organization also conducts monthly orientations for new volunteers and manages a team of active volunteers.
- Operate a volunteer dispatch serviceManages a dispatch service that responds to member service requests via phone and routes messages using a computer program, supported by a dedicated "Dispatch" team.
- Volunteer Management and DispatchOperates a volunteer-supported "Helping Hands" team and a dispatch service to respond to member service requests via phone and route messages using a computer program. The organization also conducts monthly orientations for new volunteers and manages a large volunteer base.
- Volunteer coordination and dispatch systemOperates a structured volunteer dispatch system to respond to member service requests via phone, using a computer program to route messages. Maintains active volunteer teams including "Dispatch," "Membership," and "Support," with over 240 active volunteers as of recent counts.
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General Volunteer Support Services 4 activities
- Provide volunteer support and administrative assistanceEngages volunteers for short-term projects and events, including baking for member socials, creating gift baskets, clerical work, and receptionist duties through the "Special Projects" team.
- Provide volunteer support and coordinationManages various volunteer teams, including a "Helping Hands" team for household tasks, a "Support Team" of retired professionals, and a "Special Projects" team for short-term tasks and events.
- Recruit and train volunteersConducts monthly orientation classes for new volunteers and manages a large base of active volunteers to support its programs and services.
- Special projects and administrative supportSupports short-term initiatives and events through volunteer assistance with baking, gift basket creation, clerical work, and receptionist duties via the "Special Projects" team.
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Residential Electronics & Hazardous Waste Collection 3 activities
- Community Recycling EventOrganizes an annual recycling event for SaddleBrooke residents to safely dispose of outdated electronics and hazardous waste.
- Organize an annual recycling eventHosts an annual recycling event for SaddleBrooke residents to safely dispose of outdated electronics and hazardous waste.
- Organize community eventsOrganizes an annual recycling event for residents to safely dispose of outdated electronics and hazardous waste.
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Member-Focused Newsletter Publishing 2 activities
- Communicate organizational activities and storiesContributes monthly articles to local publications like SaddleBag Notes and SaddleBrooke Progress, and documents and shares stories of volunteers, events, and programs on its website through the "Communications" team.
- Communications and public outreachMaintains public visibility through monthly articles in local publications (SaddleBag Notes, SaddleBrooke Progress), documentation of volunteer stories and programs on its website, and media engagement.
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Home Visits for Needs Assessment and Support 2 activities
- Conduct member needs assessments and provide resource informationPerforms home visits to assess member needs, offer suggestions, and provide relevant resource information through the "Support" team.
- Member Needs Assessment and Resource InformationConducts in-home visits to assess member needs, offer suggestions, and provide resource information. This includes intake interviews for prospective members and ongoing support from a volunteer Support Team composed of retired medical professionals.
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Association Communications & Membership Management 2 activities
- Manage member enrollment and intakeConducts in-home interviews with prospective members, assists with intake forms, and enters information into an online system through the "Membership" team.
- Membership intake and supportConducts in-home interviews with prospective members, assists with intake forms, and manages member data through an online system via a dedicated "Membership" team.
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Uncategorized 6 activities
- Capacity building through volunteer trainingConducts monthly orientation classes for new volunteers to onboard and train them in service delivery and organizational procedures.
- Legal Document and Advocacy SupportProvides assistance with organizing and processing important legal documents, including paperwork organization, form completion, and handling affairs after a loved one's death. Volunteer advocates also help members review planning handbooks.
- Non-Medical Assistance and Household SupportProvides non-medical assistance to members, including transportation for medical appointments, grocery shopping, and errands, as well as help with minor home and yard tasks, computer support, and replacing household filters. This is facilitated by volunteer teams like "Going My Way" and "Helping Hands."
- Non-medical support services for seniorsProvides a comprehensive range of non-medical assistance to SaddleBrooke residents, including transportation to medical appointments and errands, help with household chores (e.g., changing light bulbs, fixing hinges), yard tasks, computer support, and assistance with legal documents. Services are delivered through a volunteer-based model and include specialized teams such as "Helping Hands" and "Going My Way."
- Provide non-medical assistance to SaddleBrooke residentsOffers a range of non-medical services to members in SaddleBrooke, including transportation for medical appointments and errands, assistance with household chores and minor home repairs, home technology support, and help with legal documents. These services are provided through various volunteer teams like "Going My Way" and "Helping Hands."
- Provide non-medical assistance to SaddleBrooke residentsOffers a range of non-medical services to members in SaddleBrooke, including transportation for medical appointments and errands, assistance with household chores and minor home repairs, home technology support, help with legal documents, and check-up calls or visits. These services are provided through various volunteer teams like "Going My Way" and "Helping Hands."
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financials · form 990 · fy2021
revenue
Total revenue$415K
Contributions & grants$328K79%
Program service revenue$85K21%
Investment income$2K0%
Other revenue$112
expenses
Total expenses$225K
Program expenses79%
Admin / overhead16%
Fundraising5%
Salaries & benefits$143K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$478K
Cash$477K
Investments$0
Liabilities$125
Net assets$478K
Liquid reserves25.4 mo
2 years on record · 2020–2021 · YoY revenue +46.8%
leadership · form 990 part vii · fy2021
who runs it
paid leadership · 1
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| LINDA HAMPTON | EXECUTIVE DI | 40 | $65K |
board members · 11
- BONNIE WESTRA — MEMBER
- CAROL KIKER — VICE CHAIR
- DAVID BULL — MEMBER
- DAVID EISENHAUER — MEMBER
- DAVID LOENDORF — MEMBER
- EDWIN KULA — TREASURER
- KIMBERLY KARMINZEND — MEMBER
- MARDIE TONEY — CHAIR
- SANDRA MORSE — MEMBER
- SILKE BENDER — MEMBER
- STEPHANIE THOMAS — MEMBER
relationships · 8
who they work with
- CIMA Partner — Provides liability insurance for the organization through the Village to Village Network.
- Candid’s GuideStar Partner — Received a Gold Star rating from Candid's GuideStar, an information service specializing in reports on U.S. non-profit companies.
- Golder Ranch Fire Department Partner — Received the Community Recognition Award from the Golder Ranch Fire Department.
- GuideStar Partner — Earned the Gold Seal of Transparency from GuideStar.
- Rotary Club of SaddleBrooke Partner — Received a donated bench made from recycled plastics from the Rotary Club of SaddleBrooke.
- Senior Village at Saddlebrooke Network — Modeled on other "villages" in the United States, indicating participation in a broader national village network.
- True Hire Partner — Vetting company that provides security background checks for volunteers.
- Village to Village Network Network — Provides liability insurance for the organization through CIMA.