2024-05-02T18:35:55-05:00 2023-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2022-07-01 331029843 INFO LINE OF SAN DIEGO COUNTY INFO 8583001300 PO BOX 420039 SAN DIEGO CA 92142 WILLIAM YORK PRESIDENT & CEO 8583001300 2024-05-02 1 WILLIAM YORK 999009999 0 DEBRA D SMITH CPA P00646873 7604318440 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z 211 SAN DIEGO WILLIAM YORK PO BOX 420039 SAN DIEGO CA 92142 27300725 0 X WWW.211SANDIEGO.ORG X 2003 CA CONNECT PEOPLE TO RESOURCES & PARTNER WITH OUR COMMUNITY TO TRANSFORM HOW PEOPLE ACCESS HELP. 11 11 385 0 0 0 1157566 690217 24450367 26572430 1007 5823 -73565 -33485 25535375 27234985 0 0 0 0 19042417 19421938 0 0 974267 5294088 6798191 24336505 26220129 1198870 1014856 10575127 13427054 2334926 4171997 8240201 9255057 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 8257178 11182103 211 INFORMATION AND REFERRAL SERVICES: 211 IS 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. 12785211 13199393 SAFETY NET PROGRAMS: SAFETY NET PROGRAMS 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. SAFETY NET PROGRAMS ARE IMPLEMENTED IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS AND LOCAL AND STATE GOVERNMENT OFFICES. SAFETY NET PROGRAMS PROVIDE 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.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 211 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. 1799961 2190934 COMMUNITY INFORMATION EXCHANGE (CIE): RECOGNIZING THAT SOCIAL FACTORS SIGNIFICANTLY IMPACT HEALTH OUTCOMES. 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 130 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. 22842350 1 1 0 1 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 25 0 385 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 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 REDFERN CFO 40.00 X 265862 0 21302 WILLIAM YORK PRESIDENT & CEO 50.00 X 307014 0 31720 PETER BATTISTEL CHIEF TECHNOLOGY OFFICER 40.00 X 286260 0 21600 CAMEY CHRISTENSEN CHIEF BUSINESS DEVELOPMENT OFFICER 40.00 X 280313 0 15015 DOUG LUFFBOROUGH CHIEF PROGRAMS OFFICER 40.00 X 201859 0 11805 MEGAN STORER CHIEF OF STAFF 40.00 X 193634 0 9437 KARIS GROUNDS VP OF HEALTH AND COMMUNITY IMPACT 40.00 X 190486 0 15783 1725428 0 126662 7 0 1 0 MINH TRAN 4523 DAVINCI STREET SAN DIEGO CA 921302713 SOFTWARE CONSULTING 154035 BETH JOHNSON PO BOX 420039 SUITE 101 SAN DIEGO CA 92142 CIE CONSULTING 124400 2 335900 354317 690217 CONTRACT REVENUE 900099 25251492 25251492 CIE REVENUE 900099 1115338 1115338 CONSULTING REVENUE 900099 200600 200600 OTHER PROGRAM REVENUE 900099 5000 5000 26572430 5823 5823 32255 335900 65740 -33485 -33485 27234985 26572430 0 -27662 X 1429721 968070 310874 150777 14529415 13073660 952195 503560 276544 243319 21887 11338 2034328 1789914 161005 83409 1151930 1013532 91168 47230 166464 134528 25037 6899 85593 69172 12874 3547 63100 63100 3216204 2928646 225438 62120 4095 2864 1087 144 240368 80582 119800 39986 594513 538762 52379 3372 702367 633537 58605 10225 111080 87528 13751 9801 259584 245169 12360 2055 166101 166101 TELEPHONE 743111 714704 19780 8627 STAFF DEVELOPMENT 132672 69899 59550 3223 DUES AND LICENSES 132207 67686 51277 13244 EQUIPMENT/MAINTENANCE 114505 100809 9006 4690 66227 16869 39338 10020 26220129 22842350 2403512 974267 2876377 2364086 4208488 5714276 2427842 2830901 159476 149219 2681444 2090514 850516 590930 52428 1777642 10575127 13427054 2039573 2134214 295353 295362 0 1742421 2334926 4171997 X 8142580 9190306 97621 64751 8240201 9255057 10575127 13427054 1014856 0 X 0 1 X 1 1 1 X 1443373 820866 1039502 1157566 690217 5151524 1443373 820866 1039502 1157566 690217 5151524 1105725 4045799 142105 108115 56187 1007 5823 313237 5464761 98639410 0.74030 0.66660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 63100 0 0 0 63100 0 PART II-B, LINE 1: 211 SAN DIEGO ENGAGED WITH A STATE LOBBYIST TO RESEARCH, DEVELOP AND EXECUTE A COMMUNTIY PARTNER PLAN ADDRESSING CONCERNS ABOUT CALIFORNIA AB 1011 (WEBER) - SOCIAL CARE/DATA PRIVACY LEGISLATION THAT WOULD IMPACT 211 SAN DIEGO CLIENTS AND USERS AND THE PROCESS IN WHICH THEY CONSENT IN FOR SERVICES. IN ADDITION, STATE LOBBYIST REPRESENTED 211 SAN DIEGO AT LEGISLATIVE HEARINGS AND SPECIAL SESSIONS REGARDING AB 1011. THE STATE LOBBYIST ALSO FOLLOWED AND RESEARCHED RELATED POLICY/LEGISLATION THAT COULD IMPACT / AFFECT THE SOLVENCY OF AB 1011. 1555662 1109710 445952 1125782 980804 144978 590930 DEPOSITS AND OTHER ASSETS 52428 OPERATING LEASE RIGHT-OF-USE ASSETS, NET OF ACCUMULATED AMORTIZATION 1725214 1777642 OPERATING LEASE LIABILITY 1742421 1742421 X 27234985 0 27234985 0 27234985 26220489 360 360 26220129 0 26220129 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, 2023 AND 2022. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF RELATED ORGANIZATION PER CONSOLIDATED GAAP STATEMENTS 360. CIE NATIONAL SUMMIT 149315 117060 32255 1384 12859 CIE STATE SUMMIT 218840 218840 37747 750 13000 368155 335900 32255 39131 750 25859 65740 -33485 X X X X X X 0 0 0 0 0 0 0 0 0 WILLIAM YORK PRESIDENT & CEO 307014 0 0 0 0 0 12281 0 19439 0 338734 0 0 0 PETER BATTISTEL CHIEF TECHNOLOGY OFFICER 263760 0 22500 0 0 0 11450 0 10150 0 307860 0 0 0 CAMEY CHRISTENSEN CHIEF BUSINESS DEVELOPMENT OFFICER 257813 0 22500 0 0 0 11213 0 3802 0 295328 0 0 0 PAUL REDFERN CFO 243362 0 22500 0 0 0 10634 0 10668 0 287164 0 0 0 DOUG LUFFBOROUGH CHIEF PROGRAMS OFFICER 192859 0 9000 0 0 0 8074 0 3731 0 213664 0 0 0 KARIS GROUNDS VP OF HEALTH AND COMMUNITY IMPACT 174886 0 15600 0 0 0 7619 0 8164 0 206269 0 0 0 MEGAN STORER CHIEF OF STAFF 179854 0 13780 0 0 0 1153 0 8284 0 203071 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 1,780,434. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,780,434. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 964,436. MANAGEMENT AND GENERAL EXPENSES 191,235. FUNDRAISING EXPENSES 52,695. TOTAL EXPENSES 1,208,366. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 81,332. MANAGEMENT AND GENERAL EXPENSES 15,137. FUNDRAISING EXPENSES 4,171. TOTAL EXPENSES 100,640. TRANSLATION CONSULTANTS: PROGRAM SERVICE EXPENSES 102,444. MANAGEMENT AND GENERAL EXPENSES 19,066. FUNDRAISING EXPENSES 5,254. TOTAL EXPENSES 126,764. 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 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0