Civic Intelligence

Age Well Senior Services Inc.

990 • Fiscal year 2017 • EIN 93-1163563

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 11, 2018

Organization ProfileMYAGEWELL.ORG

View Organization Page

24461 Ridge Route Dr No 220Laguna Hills, CA 92653

(949) 855-8033

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

73rd percentile

0.45x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

60th percentile

0.27x

Higher debt load relative to revenue than 60% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

13th percentile

-16%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

55th percentile

$129,790

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

9th percentile

-9.2%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-25%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$3,403,432

Down $344,942 (-9.2%) from 2016

Net Assets

Down

$1,857,298

Down $849,210 (-31%) from 2016

Liabilities

Up

$1,546,134

Up $504,268 (+48%) from 2016

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin13th percentile

Revenue

Down

$5,779,694

Down $1,894,496 (-25%) from 2016

Expenses

Down

$6,715,719

Down $867,031 (-11%) from 2016

Net Income

Down

-$936,025

Down $1,027,465 (-1124%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $4,242,449Liabilities 2011: $1,772,010Net Assets 2011: $2,470,4392011Assets 2012: $3,476,398Liabilities 2012: $1,629,055Net Assets 2012: $1,847,3432012Assets 2013: $3,315,188Liabilities 2013: $1,534,494Net Assets 2013: $1,780,6942013Assets 2014: $3,560,301Liabilities 2014: $1,430,733Net Assets 2014: $2,129,5682014Assets 2015: $4,463,062Liabilities 2015: $1,853,887Net Assets 2015: $2,609,1752015Assets 2016: $3,748,374Liabilities 2016: $1,041,866Net Assets 2016: $2,706,5082016Assets 2017: $3,403,432Liabilities 2017: $1,546,134Net Assets 2017: $1,857,2982017Assets 2018: $3,901,774Liabilities 2018: $1,386,124Net Assets 2018: $2,515,6502018Assets 2019: $3,204,703Liabilities 2019: $2,108,917Net Assets 2019: $1,095,7862019Assets 2020: $4,482,199Liabilities 2020: $3,206,448Net Assets 2020: $1,275,7512020Assets 2021: $12,648,554Liabilities 2021: $2,482,899Net Assets 2021: $10,165,6552021Assets 2022: $12,253,539Liabilities 2022: $2,531,508Net Assets 2022: $9,722,0312022Assets 2023: $8,031,678Liabilities 2023: $2,667,549Net Assets 2023: $5,364,1292023Assets 2024: $16,855,551Liabilities 2024: $3,023,222Net Assets 2024: $13,832,3292024Assets 2025: $15,937,615Liabilities 2025: $2,342,401Net Assets 2025: $13,595,2142025

Highlighted filing

2017

Assets$3,403,432
Liabilities$1,546,134
Net Assets$1,857,298
Open 2017 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $7,120,005Expenses 2011: $7,354,006Net Income 2011: -$234,0012011Revenue 2012: $7,038,197Expenses 2012: $7,625,685Net Income 2012: -$587,4882012Expenses 2013: $6,902,5542013Revenue 2014: $8,106,315Expenses 2014: $7,861,463Net Income 2014: $244,8522014Revenue 2015: $8,854,535Expenses 2015: $8,337,682Net Income 2015: $516,8532015Revenue 2016: $7,674,190Expenses 2016: $7,582,750Net Income 2016: $91,4402016Revenue 2017: $5,779,694Expenses 2017: $6,715,719Net Income 2017: -$936,0252017Revenue 2018: $7,695,018Expenses 2018: $7,055,439Net Income 2018: $639,5792018Revenue 2019: $5,546,932Expenses 2019: $6,945,319Net Income 2019: -$1,398,3872019Revenue 2020: $6,944,154Expenses 2020: $6,748,265Net Income 2020: $195,8892020Revenue 2021: $25,825,465Expenses 2021: $17,076,491Net Income 2021: $8,748,9742021Revenue 2022: $8,383,107Expenses 2022: $7,415,160Net Income 2022: $967,9472022Revenue 2023: $8,353,151Expenses 2023: $13,110,713Net Income 2023: -$4,757,5622023Revenue 2024: $16,668,247Expenses 2024: $8,502,653Net Income 2024: $8,165,5942024Revenue 2025: $8,581,461Expenses 2025: $9,478,846Net Income 2025: -$897,3852025

Highlighted filing

2017

Revenue$5,779,694
Expenses$6,715,719
Net Income-$936,025
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 11, 2018
Return Version
2016v3.0
Gross Receipts
$5,964,512
Mission and Program Overview

Mission

The purpose of the organization is to be a service provider, a community resource, a consumer advocate, and a promoter of the general welfare of senior citizens in south orange county, california. The organization's mission is to promote, advocate & improve the quality of life, dignity & independence of the elderly.

To promote, advocate & improve the quality of life, dignity & independence of the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,233,777$1,192,983▼ $40,794
Pledges and Grants Receivable$495,710$782,981▲ $287,271
Cash and Non-Interest-Bearing Accounts$654,733$277,597▼ $377,136
Prepaid Expenses and Deferred Charges$0$12,226▲ $12,226
Accounts Receivable$6,857$0▼ $6,857
Savings and Temporary Cash Investments$11,960$6,688▼ $5,272
Inventories for Sale or Use$1,000$1,000→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$3,748,374$3,403,432▼ $344,942
Other Assets Total$1,344,337$1,129,957▼ $214,380
Liabilities
Accounts Payable and Accrued Expenses$881,449$1,057,692▲ $176,243
Mortgage Notes Payable Secured by Investment Property$0$415,525▲ $415,525
Deferred Revenue$160,417$72,917▼ $87,500
Total Liabilities$1,041,866$1,546,134▲ $504,268
Net Assets / Fund Balance
Unrestricted Net Assets$1,383,371$740,506▼ $642,865
Permanently Rstr Net Assets$696,800$661,874▼ $34,926
Temporarily Rstr Net Assets$626,337$454,918▼ $171,419
Total Net Assets Fund Balance$2,706,508$1,857,298▼ $849,210
Total Liabilities and Net Assets / Fund Balance$3,748,374$3,403,432▼ $344,942

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$831,319$726,727$1,558,046
Equipment$116,268$654,403$770,671
Land$245,396-$245,396
Other Assets Org$661,874--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$696,800-▲ $65,074$100,000$661,874
2015$340,907$500,000▲ $5,893$150,000$696,800
2014$383,726-▲ $7,181$50,000$340,907
2013$616,519-▲ $67,207$300,000$383,726
2012$624,660-▲ $31,859$40,000$616,519
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Marilyn DittyExecutive Director (thru 11/2017)FT$129,790$129,790
Phong TruongControllerFT$122,654$122,654
Dan PalumboCOOFT$118,894$118,894

Board Members and Trustees

NameTitle
Marlene BridgesPresident
Brent LauerVice President
Anna T BoyceBoard Member
Barbara HoganBoard Member
Brennan JamesBoard Member
Dee VollendorffBoard Member
Jennifer LeftonBoard Member
Karen PerroneBoard Member
Leslie GibolaBoard Member
Patty AlexanderBoard Member
Ted SandersBoard Member
Terry WaldonBoard Member
Steve MoyerBoard Member/acting CEO
Ray ChicoineSecretary
Dan DuboisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,289,435
Program Service Revenue
$1,467,644
Investment Income
$15,880
Other Revenue
$6,735
All Other Contributions
$760,167
Change in Net Assets
$-936,025

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table37$15,186Auction Revenue
Collectibles3$13,370Estimated Value
Total Noncash Contributions40$28,556-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,779,694
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$243,077
Total Revenue per Audited Statements
$6,022,771
Total Revenue per Form 990
$5,779,694
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,482,744
Salaries, Compensation, and Employee Benefits$3,232,975
Total Fundraising Expense$280,656
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,238,030$42,084$138,911$2,419,025
Fees for Services Other$869,167$30,109$13,210$912,486
Other Employee Benefits$308,017$4,063$13,071$325,151
Current Officers, Directors, Trustees, and Key Employees$210,995$32,296$12,805$256,096
Payroll Taxes$216,348$2,909$13,446$232,703
All Other Expenses$109,684$43,582$31,456$184,722
Insurance$140,685$25,224$1,881$167,790
Occupancy$46,660$83,675$1,015$131,350
Other Expenses$125,540$3,490$0$129,030
Depreciation Depletion$48,035$24,542-$72,577
Fees for Services Accounting$47,788$11,498$7,062$66,348
Conferences and Meetings$50,464$986$11,924$63,374
Office Expenses$16,632$6,518$792$23,942
Advertising-$5,600$1,560$7,160
Fees for Services Legal-$5,105-$5,105
Travel$2,865$11$532$3,408
Interest$688$2,106-$2,794
Total Functional Expenses$6,052,504$382,559$280,656$6,715,719

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,871,981
Expenses per Audited Statements$6,715,719
Total Expenses per Form 990$6,715,719
Expenses Not Reported on Form 990$156,262
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$184,818
Fundraising Gross Income$184,818
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Captain Ball$184,737$132,507$23,900$108,607
Senior Prom$44,960$29,819-$29,819
Total Events$261,515$184,818$184,818$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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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

“Form 990 is reviewed by the controller, executive director and finance committee before being filed.”

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

“Board members and key employees are required to submit the acknowledgement of understanding and acceptance of the policy by signing a report of material facts and personal interests. These reports are reviewed by the board to resolve any actual or potential conflict.”

Form 990, Part VI, Section B, Line 15

“The executive director's salary is determined by the board. The salaries of other key employees are determined by the executive director.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Age Well Senior Services Inc
EIN
93-1163563
Phone
9498558033
Address
24461 RIDGE ROUTE DR NO 220, LAGUNA HILLS, CA 92653

Signing Officer

Name
Steve Moyer
Title
Acting CEO
Phone
9498558033
Signed
2018-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Moyer
Formed
1995
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
107
Volunteers
650

Preparer

Firm
Kushner Smith Joanou & Gregson Llp
Address
100 SPECTRUM CENTER DRIVE STE 1000, IRVINE, CA 92618
Preparer
Tasha Otsuji
Phone
9492612808
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultants: program service expenses 869,167. Management and general expenses 30,109. Fundraising expenses 13,210. Total expenses 912,486.”

FORM 990, PART XII, LINE 2C:

“The audit committee's oversight and selection process has not changed from prior year.”

Form 990, Schedule B, Schedule of Contributors

“Included on schedule b is the payment of pledge receivables that were not included in the year of the pledge. These payments have been included in the current year on schedule b, but are not included in the current year contributions total of form 990, part i, line 8 because they were already reported in the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The purpose of this endowment fund is to operate and maintain the florence sylvester memorial senior center. Currently the florence sylvester memorial senior center is fully operational and requires funding only for day-to-day upkeep and staffing. Taking all of the aforementioned factors into account, the organization believes that the $661,874 balance in the endowment fund at june 30, 2017 is sufficient funding to subsidize the florence sylvester memorial senior center for the foreseeable future.”

PART X, LINE 2:

“The organization is exempt from federal and state income taxes under the provisions of section 501(c)(3) of the internal revenue code and corresponding provisions of the california revenue and taxation statute. However, the organization is subject to income taxes on any net income that is derived from a trade or business, regularly carried on, and not in furtherance of the purposes for which it was granted exemption. As a matter of course, various taxing authorities, including the irs, have the authority to regularly audit the organization. There were no tax years open to examination by major tax jurisdictions as of june 30, 2017. Management believes that the organization's tax positions comply with applicable tax law and has adequately provided for these matters. The organization has adopted the provisions of accounting standards codification ("asc") 740-10-05 relating to accounting and reporting for uncertainty in income taxes. For the organization, these provisions could be applicable to the incurrence of any unrelated business income attributable to the organization. Because of the organization's general tax-exempt status, asc 740-10-05 is not anticipated to have a material impact on the organization's financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special event direct expenses 156,262.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event direct expenses 156,262.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0MARLENE BRIDGES
IRS990/Form990PartVIISectionAGrp/PersonNm1BRENT LAUER
IRS990/Form990PartVIISectionAGrp/PersonNm2DAN DUBOIS
IRS990/Form990PartVIISectionAGrp/PersonNm3RAY CHICOINE
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE MOYER
IRS990/Form990PartVIISectionAGrp/PersonNm5PATTY ALEXANDER
IRS990/Form990PartVIISectionAGrp/PersonNm6ANNA T BOYCE
IRS990/Form990PartVIISectionAGrp/PersonNm7LESLIE GIBOLA
IRS990/Form990PartVIISectionAGrp/PersonNm8BARBARA HOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm9BRENNAN JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm10JENNIFER LEFTON
IRS990/Form990PartVIISectionAGrp/PersonNm11KAREN PERRONE
IRS990/Form990PartVIISectionAGrp/PersonNm12TED SANDERS
IRS990/Form990PartVIISectionAGrp/PersonNm13DEE VOLLENDORFF
IRS990/Form990PartVIISectionAGrp/PersonNm14TERRY WALDON
IRS990/Form990PartVIISectionAGrp/PersonNm15MARILYN DITTY
IRS990/Form990PartVIISectionAGrp/PersonNm16DAN PALUMBO
IRS990/Form990PartVIISectionAGrp/PersonNm17PHONG TRUONG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15129790
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16118894
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17122654
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER/ACTING CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR (THRU 11/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt16COO
IRS990/Form990PartVIISectionAGrp/TitleTxt17CONTROLLER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt076697
IRS990/FundraisingDirectExpensesAmt0184818
IRS990/FundraisingGrossIncomeAmt0184818
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt03430948
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05964512
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt01881
IRS990/InsuranceGrp/ManagementAndGeneralAmt025224
IRS990/InsuranceGrp/ProgramServicesAmt0140685
IRS990/InsuranceGrp/TotalAmt0167790
IRS990/InterestGrp/ManagementAndGeneralAmt02106
IRS990/InterestGrp/ProgramServicesAmt0688
IRS990/InterestGrp/TotalAmt02794
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01000
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01000
IRS990/InvestmentIncomeGrp/ExclusionAmt015880
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015880
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01381130
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01233777
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01192983
IRS990/LandBldgEquipCostOrOtherBssAmt02574113
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE ORGANIZATION IS TO BE A SERVICE PROVIDER, A COMMUNITY RESOURCE, A CONSUMER ADVOCATE, AND A PROMOTER OF THE GENERAL WELFARE OF SENIOR CITIZENS IN SOUTH ORANGE COUNTY, CALIFORNIA. THE ORGANIZATION'S MISSION IS TO PROMOTE, ADOVOCATE & IMPROVE THE QUALITY OF LIFE, DIGNITY & INDEPENDENCE OF THE ELDERLY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0415525
IRS990/NetAssetsOrFundBalancesBOYAmt02706508
IRS990/NetAssetsOrFundBalancesEOYAmt01857298
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt086815
IRS990/NoncashContributionsAmt028556
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01015
IRS990/OccupancyGrp/ManagementAndGeneralAmt083675
IRS990/OccupancyGrp/ProgramServicesAmt046660
IRS990/OccupancyGrp/TotalAmt0131350
IRS990/OfficeExpensesGrp/FundraisingAmt0792
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06518
IRS990/OfficeExpensesGrp/ProgramServicesAmt016632
IRS990/OfficeExpensesGrp/TotalAmt023942
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01344337
IRS990/OtherAssetsTotalGrp/EOYAmt01129957
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt013071
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04063
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0308017
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0325151
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc2VEHICLE OPERATION
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt131026
IRS990/OtherExpensesGrp/FundraisingAmt21965
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017574
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt140895
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2292
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33490
IRS990/OtherExpensesGrp/ProgramServicesAmt01268392
IRS990/OtherExpensesGrp/ProgramServicesAmt1191379
IRS990/OtherExpensesGrp/ProgramServicesAmt2161135
IRS990/OtherExpensesGrp/ProgramServicesAmt3125540
IRS990/OtherExpensesGrp/TotalAmt01285966
IRS990/OtherExpensesGrp/TotalAmt1263300
IRS990/OtherExpensesGrp/TotalAmt2163392
IRS990/OtherExpensesGrp/TotalAmt3129030
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt06735
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06735
IRS990/OtherRevenueTotalAmt06735
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0138911
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt042084
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02238030
IRS990/OtherSalariesAndWagesGrp/TotalAmt02419025
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt013446
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02909
IRS990/PayrollTaxesGrp/ProgramServicesAmt0216348
IRS990/PayrollTaxesGrp/TotalAmt0232703
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0696800
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0661874
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0495710
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0782981
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012226
IRS990/PrincipalOfficerNm0STEVE MOYER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624210
IRS990/ProgramServiceRevenueGrp/BusinessCd1480000
IRS990/ProgramServiceRevenueGrp/Desc0MEALS PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1TRANSPORTATION SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0983593
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1484051
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0983593
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1484051
IRS990/ProgSrvcAccomActy2Grp/Desc0TITLE II CONGREGATE MEALS/HOME DELIVERED MEALS: SERVED 323,138 HOME-DELIVERED MEALS TO 1,263 SENIORS/ELDERLY AND 78,918 CONGREGATE MEALS TO 1,438 SENIORS/ELDERLY AT 13 DIFFERENT LOCATION THROUGHOUT SOUTH ORANGE COUNTY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02733271
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0983593
IRS990/ProgSrvcAccomActy3Grp/Desc0SOCIAL SERVICES AND OTHER SUPPORT: PROVIDED 1,905 HOURS OF CASE MANAGEMENT AND 2,428 HOURS OF IN-HOME SUPPORTIVE SERVICES TO 224 ELDERLY THROUGH THE CASE MANAGEMENT PROGRAM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0965079
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06082154
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01840
IRS990/PYOtherExpensesAmt04097473
IRS990/PYOtherRevenueAmt0119715
IRS990/PYProgramServiceRevenueAmt01470481
IRS990/PYRevenuesLessExpensesAmt091440
IRS990/PYSalariesCompEmpBnftPaidAmt03485277
IRS990/PYTotalExpensesAmt07582750
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07674190
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-936025
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,403,432
Liabilities
$1,546,134
Net assets
$1,857,298
Revenue
$5,779,694
Expenses
$6,715,719
Net income
-$936,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.9$2.34$13.6$8.58$9.48$0.90
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$3.02$13.8$16.7$8.50$8.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.03$2.67$5.36$8.35$13.1$4.76
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$2.53$9.72$8.38$7.42$0.97
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$2.48$10.2$25.8$17.1$8.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$3.21$1.28$6.94$6.75$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$2.11$1.10$5.55$6.95$1.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.90$1.39$2.52$7.70$7.06$0.64
2017Detailed filing. Detailed filing data is available for this year.$3.40$1.55$1.86$5.78$6.72$0.94
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$1.04$2.71$7.67$7.58$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.46$1.85$2.61$8.85$8.34$0.52
2014Detailed filing. Detailed filing data is available for this year.$3.56$1.43$2.13$8.11$7.86$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$1.53$1.78$6.90
2012Summary only. Only limited summary data is available for this year.$3.48$1.63$1.85$7.04$7.63$0.59
2011Summary only. Only limited summary data is available for this year.$4.24$1.77$2.47$7.12$7.35$0.23
Peer Organizations

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