Civic Intelligence

Huntington Beach Council on Aging

EIN 51-0179431 • 501(c)3 • Huntington Beach, CA

Profile

Offering services to seniors in the community, including classes, meals, transportation, emergency housing help, events and referrals.

18041 Goldenwest StHuntington Beach, CA 92648

www.hbcoa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

40th percentile

-2.6%

Higher net margin than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-5.7%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

4.6%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$449,368

Down $27,353 (-5.7%) from 2023

Liabilities

Down

$3,745

Down $22,130 (-86%) from 2023

Net Assets

Down

$445,623

Down $5,223 (-1.2%) from 2023

Operations
Liabilities / Revenue69th percentileNet Margin40th percentile

Revenue

Up

$399,321

Up $17,707 (+4.6%) from 2023

Expenses

Up

$409,730

Up $21,895 (+5.6%) from 2023

Net Income

Down

-$10,409

Down $4,188 (-67%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $353,978Liabilities 2011: $0Net Assets 2011: $353,9782011Assets 2012: $357,522Liabilities 2012: $0Net Assets 2012: $357,5222012Assets 2013: $403,300Liabilities 2013: $0Net Assets 2013: $403,3002013Assets 2014: $389,922Liabilities 2014: $0Net Assets 2014: $389,9222014Assets 2015: $387,859Liabilities 2015: $0Net Assets 2015: $387,8592015Assets 2016: $563,388Liabilities 2016: $0Net Assets 2016: $563,3882016Assets 2017: $454,861Liabilities 2017: $0Net Assets 2017: $454,8612017Assets 2018: $482,903Liabilities 2018: $14,725Net Assets 2018: $468,1782018Assets 2019: $497,868Liabilities 2019: $9,790Net Assets 2019: $488,0782019Assets 2020: $462,602Liabilities 2020: $10,003Net Assets 2020: $452,5992020Assets 2021: $514,128Liabilities 2021: $17,547Net Assets 2021: $496,5812021Assets 2022: $452,413Liabilities 2022: $3,160Net Assets 2022: $449,2532022Assets 2023: $476,721Liabilities 2023: $25,875Net Assets 2023: $450,8462023Assets 2024: $449,368Liabilities 2024: $3,745Net Assets 2024: $445,6232024

Highlighted filing

2024

Assets$449,368
Liabilities$3,745
Net Assets$445,623
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $323,5752011Expenses 2012: $414,8142012Revenue 2013: $384,124Expenses 2013: $338,344Net Income 2013: $45,7802013Revenue 2014: $324,142Expenses 2014: $337,522Net Income 2014: -$13,3802014Revenue 2015: $251,802Expenses 2015: $253,865Net Income 2015: -$2,0632015Revenue 2016: $542,251Expenses 2016: $366,723Net Income 2016: $175,5282016Revenue 2017: $419,992Expenses 2017: $528,519Net Income 2017: -$108,5272017Revenue 2018: $352,208Expenses 2018: $336,190Net Income 2018: $16,0182018Revenue 2019: $424,364Expenses 2019: $404,464Net Income 2019: $19,9002019Revenue 2020: $201,763Expenses 2020: $240,782Net Income 2020: -$39,0192020Revenue 2021: $280,238Expenses 2021: $236,256Net Income 2021: $43,9822021Revenue 2022: $353,330Expenses 2022: $394,861Net Income 2022: -$41,5312022Revenue 2023: $381,614Expenses 2023: $387,835Net Income 2023: -$6,2212023Revenue 2024: $399,321Expenses 2024: $409,730Net Income 2024: -$10,4092024

Highlighted filing

2024

Revenue$399,321
Expenses$409,730
Net Income-$10,409
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$449,368
Liabilities
$3,745
Net assets
$445,623
Revenue
$399,321
Expenses
$409,730
Net income
-$10,409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.49$0.04$4.46$3.99$4.10$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.77$0.26$4.51$3.82$3.88$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.52$0.03$4.49$3.53$3.95$0.42
2021Detailed filing. Detailed filing data is available for this year.$5.14$0.18$4.97$2.80$2.36$0.44
2020Detailed filing. Detailed filing data is available for this year.$4.63$0.10$4.53$2.02$2.41$0.39
2019Detailed filing. Detailed filing data is available for this year.$4.98$0.10$4.88$4.24$4.04$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.83$0.15$4.68$3.52$3.36$0.16
2017Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$4.20$5.29$1.09
2016Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$5.42$3.67$1.76
2015Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$2.52$2.54$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$3.24$3.38$0.13
2013Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$3.84$3.38$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$0.00$3.58$4.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$0.00$3.54$3.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Gross Receipts
$433,336
Mission and Program Overview

Mission

Offering services to seniors in the community, including classes, meals, transportation, emergency housing help, events and referrals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$141,812$174,917▲ $33,105
Investments in Publicly Traded Securities$255,144$162,188▼ $92,956
Cash and Non-Interest-Bearing Accounts$79,763$112,263▲ $32,500
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$476,721$449,368▼ $27,353
Other Assets Total$2$0▼ $2
Liabilities
Accounts Payable and Accrued Expenses$25,875$3,745▼ $22,130
Total Liabilities$25,875$3,745▼ $22,130
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$431,154$430,767▼ $387
Net Assets With Donor Restrictions$19,692$14,856▼ $4,836
Total Net Assets Fund Balance$450,846$445,623▼ $5,223
Total Liabilities and Net Assets / Fund Balance$476,721$449,368▼ $27,353
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Carolyn RossPresident
Barbara ScottBoard Member
Beverly FlemingBoard Member
Celine KeebleBoard Member
Ed PinchiffBoard Member
Ellen HopekearnsBoard Member
John VillaBoard Member
Jose JuarezBoard Member
Justin DeyleBoard Member
Patti CodyBoard Member
Lindsay Dufresne1st Vice.pres
Bob Allen2nd VP
Beverly MastAdmin Sec.
Mary DeguelleAsst.adm.sec.
Teri SimonisAsst.rec. Sec.
Phil BurtisCFO
James PikeImed,past Pres
Stephanie BabkowRec.secy
Diana ZimmerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$163,690
Program Service Revenue
$231,575
Investment Income
$4,056
Other Revenue
$0
All Other Contributions
$163,690
Change in Net Assets
$-10,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$409,730
Total Fundraising Expense$10,473
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$136,959--$136,959
All Other Expenses$23,261$4,055$3,476$30,792
Other Expenses$18,286--$18,286
Information Technology$5,816$5,813-$11,629
Fees for Services Accounting-$8,048-$8,048
Advertising--$6,997$6,997
Insurance-$3,972-$3,972
Occupancy-$3,601-$3,601
Office Expenses-$2,442-$2,442
Conferences and Meetings$2,045--$2,045
Total Functional Expenses$371,326$27,931$10,473$409,730
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The tax returns are available for review by board members at a board meeting prior to filing of returns”

Form 990, Part VI, Section B, Line 12C

“A committee of the board meets to hear and review the factual information regarding the potential conflict of interest. If it is determined there is no coi the matter is dismissed. If a conflict exists the board developes a plan to mitigate or eliminate the coi.”

Form 990, Part VI, Section C, Line 19

“Documents are available to public for inspection by written request to the organizations chief financial officer”

Filing and Contact Details

Filer

Filer Name
Huntington Beach Council on Aging
EIN
51-0179431
Phone
7145369387
Address
18041 GOLDENWEST ST, HUNTINGTON BEACH, CA 92648

Signing Officer

Name
Beverly Mast
Title
Admin Sec.
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beverly Mast
Formed
1976
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
20
Employees
0
Volunteers
170

Preparer

Firm
Richard Dgarman & Associates Cpas Ac
Address
5267 WARNER AVE NO 236, HUNTINGTON BEACH, CA 92649
Preparer
Richard Garman
Phone
7143575152
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“ROUNDING = -$3”

Raw XML AppendixShowing 400 of 542 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0ADMIN SEC.
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IRS990/Form990PartVIISectionAGrp/TitleTxt52ND VP
IRS990/Form990PartVIISectionAGrp/TitleTxt6ASST.REC. SEC.
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9President
IRS990/Form990PartVIISectionAGrp/TitleTxt10REC.SECY
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IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt15IMED,PAST PRES
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IRS990/ProgSrvcAccomActy2Grp/Desc0SOCIAL SERVICES: FACILITATES OPTIMAL AGING IN PLACE FOR HUNTINGTON BEACH RESIDENTS. DIRECT SERVICES INCLUDE CARE MANAGEMENT, HOME DELIVERY OF MEALS, INFORMATION AND REFERRAL, MOBILITY AND HOME SAFETY SUPPORT, FINANCIAL RESOURCES TO MAINTAIN HOUSING, AND EMOTIONAL AND SOCIAL SUPPORT. MOST SERVICES ARE TARGETED TOWARD OLDER ADULTS WHO ARE UNDER-SUPPORTED AND HAVE LOWER INCOMES. IN 2024, 1060 UNDUPLICATED PEOPLE WERE SERVED AND OVER 6400 POINTS OF CONTACT WERE MADE THROUGH CARE MANAGEMENT. HOME DELIVERED MEALS COORDINATED AND DELIVERED OVER 81,500 MEALS TO A TOTAL OF 199 UNDUPLICATED INDIVIDUALS IN 2024. THERE ARE NO COSTS TO CUSTOMERS, DONATIONS ARE ACCEPTED. HBCOA PROVIDES FUNDS TOWARD STAFFING OF THREE PART-TIME CITY POSITIONS, SUPPORT OF EMERGENCY RESPONSE SYSTEMS, SUPPORT TOWARD 400 VOLUNTEERS WHO PROVIDES SUPPORT IN ALL AREAS OF THE SENIOR CENTER, AND DIRECT GOODS PURCHASED FOR LOW-INCOME,ONGOING CLIENTS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0TRANSPORTATION: REGISTRATION, DISPATCHING, COORDINATION, RIDES, REMINDERS, AND OTHER ACTIVITIES REQUIRED TO PROVIDE TRIPS TO OLDER ADULT RESIDENTS OF HUNTINGTON BEACH. PROVIDED 22,400 RIDES AND SERVICES TO A TOTAL OF 512 UNDUPLICATED PEOPLE IN 2024. THERE IS NO COST TO THE RIDER, DONATIONS ARE ACCEPTED. HBCOA SUPPORTS FUNDING OF ONE CITY STAFF PERSON, TECHNOLOGY COSTS, VEHICLE MAINTENANCE, VOLUNTEER SUPPORT AND MATCHING FUNDS FOR A LARGER GRANT THROUGH OCTA.
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