Elder Law & Advocacy
- Assets
- $1.1m
- Revenue
- $2.3m
- Investments
- $0.0
- Employees
- 26
- Location
- San Diego, CA
- Founding
- 06/1979
- Data as of
- 06/2021
- EIN
- 95-3353924
Organization Overview
Elder Law & Advocacy is located in San Diego, CA. The organization was established in 1979. According to its NTEE Classification (I80) the organization is classified as: Legal Services, under the broad grouping of Crime & Legal-Related and related organizations. As of 06/2021, Elder Law & Advocacy employed 26 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Elder Law & Advocacy is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Elder Law & Advocacy generated $2.3m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 7.1% each year. All expenses for the organization totaled $2.1m during the year ending 06/2021. While expenses have increased by 4.1% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROTECT SENIORS BY PROVIDING LEGAL ADVICE AND ADVOCACY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
LEGAL SERVICES:SENIOR LEGAL SERVICES:THE SENIOR LEGAL SERVICES PROGRAM PROVIDES NO-COST LEGAL SERVICES TO RESIDENTS OF SAN DIEGO AND IMPERIAL COUNTIES WHO ARE AGE 60 OR OLDER. LEGAL SERVICES CONSIST OF AN INITIAL COUNSEL AND ADVICE SESSION WITH AN ATTORNEY LICENSED IN THE STATE OF CALIFORNIA, AND FOLLOW-UP LEGAL WORK AS INDICATED. SENIOR LEGAL SERVICES ATTORNEYS COLLECTIVELY ASSIST OVER 4,000 CLIENTS EACH YEAR. ATTORNEYS TRAVEL TO SITES THROUGHOUT THE REGION IN ORDER TO SERVE CLIENTS IN THE COMMUNITIES WHERE THEY LIVE. COMMUNITY EDUCATION PRESENTATIONS ON A VARIETY OF LEGAL TOPICS ARE OFFERED TO SENIORS THROUGHOUT THE YEAR.CAREGIVER LEGAL SERVICES:THE CAREGIVER LEGAL SERVICES PROGRAM PROVIDES LEGAL SUPPORT AND INFORMATION TO FAMILY CAREGIVERS OF ELDERLY FRAIL PERSONS WHO HAVE ALZHEIMERS DISEASE OR OTHER DEBILITATING BRAIN INJURIES OR CONDITIONS, AND HAVE DIFFICULTY CARING FOR THEMSELVES.CAREGIVER LEGAL SERVICES ATTORNEYS PROVIDE LEGAL COUNSELING, ADVICE, ADVOCACY AND REFERRALS TO COMMUNITY RESOURCES AT NO COST TO FAMILY CAREGIVERS, IN MATTERS RELATED TO THEIR CAREGIVING ROLE.COMMUNITY EDUCATION PRESENTATIONS COVERING A WIDE RANGE OF LEGAL TOPICS ARE OFFERED TO FAMILY CAREGIVERS THROUGHOUT THE YEAR.IMPERIAL COURT CLINIC:THE IMPERIAL COUNTY UNLAWFUL DETAINER/ELDER ABUSE RESTRAINING ORDER CLINIC IS IN ITS 4TH YEAR OF OPERATION AT THE IMPERIAL COUNTY SUPERIOR COURT. IN PARTNERSHIP WITH THE COURT, CALIFORNIA RURAL LEGAL ASSISTANCE AND THE ACCESS CENTER, ELDER LAW & ADVOCACY PROVIDES SERVICES RELATED TO LANDLORD/TENANT ISSUES AND ELDER ABUSE RESTRAINING ORDERS. PARTICIPANTS RECEIVE HELP WITH COURT FORMS, COURT PROCEDURES AND GENERAL INFORMATION ABOUT RELATED RIGHTS AND RESPONSIBILITIES FOR CALIFORNIA RESIDENTS.ELDER ABUSE RESTRAINING ORDER REPRESENTATION PROJECT:THE ELDER ABUSE RESTRAINING ORDER REPRESENTATION PROJECT OFFERS FREE LEGAL ADVICE AND REPRESENTATION TO OLDER ADULTS (AGED 65+) WHO HAVE BEEN THE VICTIMS OF FINANCIAL, PHYSICAL OR EMOTIONAL ABUSE. THIS PROGRAM SEEKS TO INCREASE THE ACCESS TO JUSTICE FOR SENIORS WHO WOULD OTHERWISE BE UNREPRESENTED AND ENCOUNTER MANY BARRIERS TO SUCCESSFUL COMPLETION, INCLUDING FACING THEIR ABUSER IN COURT ALONE AND NAVIGATING THE TECHNICALITIES OF THE COURT PROCESS.
HEALTH INSURANCE COUNSELING AND ADVOCACY PROGRAM:THE HEALTH INSURANCE COUNSELING AND ADVOCACY PROGRAM (HICAP) IS STAFFED BY TRAINED MEDICARE COUNSELORS WHO GIVE THE INFORMATION NEEDED BY CLIENTS TO MAKE INFORMED DECISIONS ABOUT THEIR HEALTHCARE CHOICES. ALL COUNSELORS ARE TRAINED BY THE HICAP PROGRAM AND THEN REGISTERED WITH THE CALIFORNIA DEPARTMENT OF AGING. STAFF AND COUNSELORS PROVIDE UNBIASED, IMPARTIAL INFORMATION TO SAN DIEGO AND IMPERIAL COUNTY RESIDENTS ON MEDICARE AND RELATED TOPICS SUCH AS LONG TERM CARE INSURANCE, LOW-INCOME PROGRAMS TO PAY FOR PREMIUMS AND MEDICATIONS, CHOICES AVAILABLE TO MEDI-CAL AND MEDICARE DUAL BENEFICIARIES, AND MEDICARE FRAUD. STAFF ATTORNEYS PROVIDE REPRESENTATION REGARDING COMPLEX CASES AND APPEALS.STAFF AND VOLUNTEER COUNSELORS ARE AVAILABLE AT MANY COMMUNITY SITES AND PARTICIPATE IN OVER 120 COMMUNITY EDUCATION AND HEALTH FAIR EVENTS EACH YEAR.
OTHER PROGRAMS:OTHER PROGRAM SERVICES INCLUDE THE MORTGAGE FORECLOSURE PREVENTION PROGRAM AND THE SENIOR SHIELD/STOP SCAMS PROGRAMS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Carolyn Reilly Executive Dir. | Officer | 40 | $163,685 |
Andrew A Thompson Attorney | 40 | $124,078 | |
Jaime B Levine Dir Of Legal Svcs | 40 | $106,106 | |
Damien J Snow Vice President | OfficerTrustee | 0.5 | $0 |
Leonore Raya Secretary | OfficerTrustee | 0.5 | $0 |
Laurie J Catron President | OfficerTrustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $992,764 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,075,603 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,068,367 |
| Total Program Service Revenue | $216,350 |
| Investment income | $525 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,287,333 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $221,871 |
| Compensation of current officers, directors, key employees. | $33,281 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,270,310 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $143,301 |
| Payroll taxes | $121,294 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $45,184 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $153,414 |
| Travel | $3,695 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,713 |
| Insurance | $28,711 |
| All other expenses | $0 |
| Total functional expenses | $2,098,011 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $104,923 |
| Savings and temporary cash investments | $538,832 |
| Pledges and grants receivable | $422,815 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $29,338 |
| Net Land, buildings, and equipment | $7,404 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $20,571 |
| Total assets | $1,123,883 |
| Accounts payable and accrued expenses | $227,483 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $22,231 |
| Total liabilities | $249,714 |
| Net assets without donor restrictions | $647,025 |
| Net assets with donor restrictions | $227,144 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,123,883 |
Grants Recieved
Over the last fiscal year, we have identified 6 grants that Elder Law & Advocacy has recieved totaling $27,109.
| Awarding Organization | Amount |
|---|---|
San Diego County Bar Foundation Fresno, CA PURPOSE: PROVIDE LEGAL SVCS TO UNDERSERVED | $10,000 |
William Hall Tippett And Ruth Rathell Tippett Foundation Carlsbad, CA PURPOSE: FOR GENERAL OPERATING EXPENSES. | $7,500 |
Cushman Foundation San Diego, CA PURPOSE: GENERAL/UNRESTRICTED | $5,000 |
John H Fox Foundation Phoenix, AZ PURPOSE: CHARITABLE | $2,500 |
Arthur P Pratt & Jeanette Gladys Pratt Memorial Fund 26646-00-5 Phoenix, AZ PURPOSE: CHARITABLE | $2,050 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $59 |
Endowment Analysis
| Beg. Balance | $15,961 |
| Earnings | $4,610 |
| Ending Balance | $20,571 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Neighborhood Legal Services Of Los Angeles County Glendale, CA | $15,484,574 | $19,079,887 |
California Rural Legal Assistance Inc Oakland, CA | $14,600,496 | $20,882,280 |
Legal Aid Society Of San Diego San Diego, CA | $15,145,816 | $17,326,996 |
Metropolitan Public Defender Service Inc Portland, OR | $8,044,816 | $18,356,669 |
Inner City Law Center Los Angeles, CA | $17,738,196 | $17,206,542 |
Public Counsel Los Angeles, CA | $30,574,529 | $22,640,331 |
National Center For Youth Law Oakland, CA | $22,722,399 | $21,981,853 |
Florence Immigrant And Refugee Rights Project Inc Tucson, AZ | $19,480,878 | $17,243,235 |
Legal Services Of Northern California Sacramento, CA | $5,798,116 | $12,088,565 |
Community Legal Aid Socal Santa Ana, CA | $12,459,593 | $12,638,604 |
California Appellate Project San Francisco, CA | $5,763,935 | $11,023,144 |
Inland Counties Legal Services Inc Riverside, CA | $3,308,865 | $11,146,641 |