San Francisco Village
Operationalizing Love
Learn how to support this organization
San Francisco Village
EIN: 26-1300020
as of September 2023
as of September 18, 2023
Mission
We operationalize love for elders in an ageist society by mobilizing the power of intergenerational relationships and mutual support.
Notes from the nonprofit
The SFV community includes 550 members over the age of 60, more than 200 multi-generational volunteers, a staff of six, a 12-member board of directors and hundreds of donors, supporters, workshop leaders and partners. We've come together to optimize health and well-being for everyone involved. San Francisco Village is a leader in the national village movement and the founder of Village Movement California, a statewide coalition of 47 villages advocating for innovative solutions to improve quality of life and expand choices at all stages of aging.
Ruling year
2008
Executive Director
Kate Hoepke
Main address
3220 Fulton St.
San Francisco, CA 94118 USA
EIN
26-1300020
Community organizing
Senior services
Population served
Older adults
Seniors
NTEE code
Community Coalitions (S21)
IRS subsection
501(c)(3) Public Charity
IRS filing requirement
This organization is required to file an IRS Form 990 or 990-EZ.
Tax forms
Communication
Programs and results
Reports and documents
Download annual reports Download other documentsWhat we aim to solve
While mainstream society continued to hold stereotypical ideas of aging – relegating older adults to the margins and orienting to old age as a “problem” rather than a rich and valuable life stage – we have witnessed the power of community to foster connections that improve the lives of everyone involved. These connections provide a powerful antidote to isolation and loneliness that often besiege adults in our society, no matter their age.
Our programs
What are the organization's current programs, how do they measure success, and who do the programs serve?
San Francisco Village membership
San Francisco Village (SFV) is a nonprofit membership organization that connects older San Franciscans to the community, resources and expertise they need to live independently in the places they call home.
Our vibrant programming is the gateway through which members gain empowering information, share experiences, and develop a deep sense of belonging to the community. At a time when older adults may find their social networks shrinking, SFV programs offer opportunities to expand. Programs are continually evolving, reflecting the passions, curiosities and concerns of our dynamic membership.
In addition, SFV connects its members to volunteers who can help with various tasks, including grocery shopping, errand run, transportation to medical appointments, friendly visits and more. Staff assists members in navigating resources and needed referrals to external services as well.
Where we work
Affiliations & memberships
Village Movement California 2018
American Society on Aging 2012
External reviews
Photos
Our results
How does this organization measure their results? It's a hard question but an important one.
Evaluation documents
Download evaluation reportsNumber of older adults able to get aging and health-related information
This metric is no longer tracked.Totals By Year
Population(s) Served
Seniors
Type of Metric
Output - describing our activities and reach
Direction of Success
Increasing
Context Notes
We use percentages to display this metric.
Total number of volunteer hours contributed to the organization
This metric is no longer tracked.Totals By Year
Population(s) Served
Seniors
Type of Metric
Output - describing our activities and reach
Direction of Success
Holding steady
Context Notes
We display this metric in the number of hours.
Our Sustainable Development Goals
Learn more about Sustainable Development Goals.
Goals & Strategy
Reports and documents
Download strategic planLearn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
1. To ensure our programs and services create a more diverse organization and
advance racial equity for our current and future members.
2. To maximize the potential of our intergenerational community of members,
caregivers, volunteers and families.
3. To position our members and our organization to engage in the work of social
justice.
4. To strengthen the position of SFV at the intersection of health care and social
care.
What are the organization's key strategies for making this happen?
At San Francisco Village, we have created an infrastructure of care that helps older adults age in place while supporting them through the challenges and transitions of aging. Our intergenerational community connects multiple generations together, operationalizing love, care and hope to foster personal and collective wellbeing.
What are the organization's capabilities for doing this?
Founded in 2009, San Francisco Village has provided visionary leadership in the state of California. With strong funding relationships, 6 professional staff, and a 15-year track record SFV is demonstrating how a village can realize its full potential and become integral to the aging services continuum.
What have they accomplished so far and what's next?
SFV has viewed itself as a laboratory to prototype programs, partnerships, and strategies for growth. For example, SFV implemented a sliding scale membership fee schedule in 2017 which has increased socio-economic and cultural diversity and resulted in significant membership growth. Additionally, a pioneering program with Sutter Health, the Hospital Readmission Prevention Program (HRPP) has resulted in increased care navigation capacity and proof that a village provides valuable resources to improve patient outcomes and reduce costs. Upon discharge, patients in the Acute Care for the Elderly unit are referred to SFV for a free 90-day membership to ensure a smooth transition to home. An analysis by the Sutter Health Institute for Advancing Health Equity, to be published in 2023, reveals that patients who participate in the HRPP are four times less likely to be readmitted to the hospital or utilize the emergency department within 30 days of discharge.
Currently, SFV is working with the IT Bookman Community Center (ITB) in the Lakeview District of San Francisco for a cross-cultural collaboration and how to bring SFV services and supports to this underserved part of the city. The goals are to foster meaningful relationships between SFV members and ITB elders; to increase awareness and appreciation for different lived experiences; and to increase SFV capacity to provide equitable services that address the needs of San Francisco’s diverse communities. Consistent with SFV’s commitment to leveraging our privilege and resources, the documentation, lessons learned, and outcomes of the project will be shared with other California villages through the VMC Diversity Equity and Inclusion Institute. Innovation at the local level, scaling up at the state level.
How we listen
Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.
-
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, To understand people's needs and how we can help them achieve their goals
-
Which of the following feedback practices does your organization routinely carry out?
We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We share the feedback we received with the people we serve, We tell the people who gave us feedback how we acted on their feedback
-
What challenges does the organization face when collecting feedback?
It is difficult to get the people we serve to respond to requests for feedback
Financials
Financial documents
Download audited financialsRevenue vs. expenses: breakdown
Liquidity in 2022 info
3.32
Months of cash in 2022 info
9.2
Fringe rate in 2022 info
15%
Funding sources info
Assets & liabilities info
Financial data
San Francisco Village
Balance sheetFiscal Year: Jan 01 - Dec 31
The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.
Fiscal Year: Jan 01 - Dec 31
This snapshot of San Francisco Village’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.
Created in partnership with
Business model indicators
| Profitability info | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
| Unrestricted surplus (deficit) before depreciation | $112,277 | $277,190 | -$173,937 | $73,692 | $80,107 |
| As % of expenses | 12.6% | 32.6% | -17.6% | 10.1% | 9.7% |
| Unrestricted surplus (deficit) after depreciation | $82,294 | $236,503 | -$217,672 | $29,951 | $32,118 |
| As % of expenses | 8.9% | 26.5% | -21.1% | 3.9% | 3.7% |
| Revenue composition info | |||||
|---|---|---|---|---|---|
| Total revenue (unrestricted & restricted) | $1,002,178 | $1,128,696 | $1,086,111 | $800,529 | $906,273 |
| Total revenue, % change over prior year | 0.5% | 12.6% | -3.8% | -26.3% | 13.2% |
| Program services revenue | 0.0% | 1.1% | 1.6% | 0.0% | 0.0% |
| Membership dues | 14.1% | 12.6% | 13.0% | 16.0% | 15.8% |
| Investment income | 0.0% | 0.0% | 0.0% | 0.2% | 0.1% |
| Government grants | 0.0% | 0.0% | 0.0% | 52.0% | 50.5% |
| All other grants and contributions | 85.9% | 86.3% | 85.4% | 31.8% | 33.6% |
| Other revenue | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Expense composition info | |||||
|---|---|---|---|---|---|
| Total expenses before depreciation | $889,901 | $851,506 | $987,955 | $726,837 | $826,166 |
| Total expenses, % change over prior year | 8.8% | -4.3% | 16.0% | -26.4% | 13.7% |
| Personnel | 53.4% | 71.1% | 56.3% | 67.0% | 70.7% |
| Professional fees | 2.0% | 2.0% | 1.7% | 1.9% | 1.8% |
| Occupancy | 7.7% | 8.3% | 6.9% | 9.4% | 9.3% |
| Interest | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Pass-through | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| All other expenses | 37.0% | 18.6% | 35.0% | 21.6% | 18.2% |
| Full cost components (estimated) info | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
| Total expenses (after depreciation) | $919,884 | $892,193 | $1,031,690 | $770,578 | $874,155 |
| One month of savings | $74,158 | $70,959 | $82,330 | $60,570 | $68,847 |
| Debt principal payment | $0 | $0 | $0 | $0 | $0 |
| Fixed asset additions | $0 | $69,754 | $0 | $0 | $0 |
| Total full costs (estimated) | $994,042 | $1,032,906 | $1,114,020 | $831,148 | $943,002 |
Capital structure indicators
| Liquidity info | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
| Months of cash | 5.2 | 8.2 | 7.0 | 10.6 | 9.2 |
| Months of cash and investments | 5.2 | 8.2 | 7.0 | 10.6 | 9.2 |
| Months of estimated liquid unrestricted net assets | 5.9 | 9.1 | 5.7 | 8.8 | 8.9 |
| Balance sheet composition info | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
| Cash | $382,473 | $583,326 | $573,573 | $639,112 | $630,115 |
| Investments | $0 | $0 | $0 | $0 | $0 |
| Receivables | $0 | $0 | $0 | $0 | $0 |
| Gross land, buildings, equipment (LBE) | $210,507 | $280,262 | $280,262 | $280,262 | $288,590 |
| Accumulated depreciation (as a % of LBE) | 23.9% | 32.5% | 48.1% | 61.5% | 78.5% |
| Liabilities (as a % of assets) | 24.1% | 17.8% | 51.4% | 28.8% | 21.9% |
| Unrestricted net assets | $595,210 | $831,713 | $614,041 | $643,992 | $676,110 |
| Temporarily restricted net assets | $0 | N/A | N/A | N/A | N/A |
| Permanently restricted net assets | $0 | N/A | N/A | N/A | N/A |
| Total restricted net assets | $0 | $0 | $0 | $0 | $0 |
| Total net assets | $595,210 | $831,713 | $614,041 | $643,992 | $676,110 |
Key data checks
| Key data checks info | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
| Material data errors | No | No | No | No | No |
Operations
The people, governance practices, and partners that make the organization tick.
Documents
Executive Director
Kate Hoepke
Kate has been a community-builder for over 35 years, in the field of aging since 2001 and with SFV since 2012. In addition to her role at SFV, she is a leader in the national Village Movement and Chair of Village Movement California, advancing the Village Movement statewide. She is the founder of 40 Mothers Clubs, social support networks for young families in the San Francisco Bay Area, which have served more than 1.5 million families since the early 1990’s. Kate has a BA in sociology and an MBA from San Francisco State University, and she is a 2019/2020 Encore Public Voices Fellow.
Number of employees
Source: IRS Form 990
San Francisco Village
Officers, directors, trustees, and key employeesSOURCE: IRS Form 990
Compensation data
There are no highest paid employees recorded for this organization.
San Francisco Village
Board of directorsas of 08/15/2023
Board of directors data
Gretchen Addi
Design Consultant
Term: 2020 - 2026
Mary Lannier
Executive Project Consultant, California Pacific Medical Center
Term: 2023 - 2029
Steve Hayashi
Retired Engineering Manager
Mary Fitzpatrick
Retired Financial Systems Director, CCSF
Jason Dare
President Learn@Home
Barbara Kivowitz
Health Care Strategy & Innovation Consultant and Author
Joanne Low
Community Volunteer
Michelle Maalouf
Innovation Consultant
Wayne Pan
Semler Scientific
Alivia Schaffer
University of San Francisco
Hilda Ngan
Pearson
Board leadership practices
GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.
-
Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes -
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes -
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes -
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes -
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes
Organizational demographics
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
The organization's leader identifies as:
Race & ethnicity
Gender identity
Sexual orientation
Disability
We do not display disability information for organizations with fewer than 15 staff.
Equity strategies
Last updated: 08/03/2023GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more
- We review compensation data across the organization (and by staff levels) to identify disparities by race.
- We ask team members to identify racial disparities in their programs and / or portfolios.
- We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
- We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
- We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
- We disaggregate data by demographics, including race, in every policy and program measured.
- We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
- We use a vetting process to identify vendors and partners that share our commitment to race equity.
- We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
- We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
- We have community representation at the board level, either on the board itself or through a community advisory board.
- We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
- We measure and then disaggregate job satisfaction and retention data by race, function, level, and/or team.
- We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.
GuideStar Pro Reports
Report successfully added to your cart!
Want more data?
A GuideStar Pro report containing the following information is available for this organization:
- Email contact information
- Financial trends metrics for five most recent years 2022, 2021, 2020, 2019, 2018*
- Financial statements for 2022
- Letter of Determination
- Officer and/or Employee data for 2022, 2021, 2020, 2019, 2018
- Contractor and/or Paid Preparer data for 2022, 2021, 2020
- Board of Directors data for 2023
- *with the ability to download the data for 2022, 2021, 2020, 2019, 2018
Download it now for $125.
Need the ability to download nonprofit data and more advanced search options?Consider a Pro Search subscription.