Civic Intelligence

Age Well Senior Services Inc.

990 • Fiscal year 2018 • EIN 93-1163563

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 19, 2019

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

68th percentile

0.36x

Higher debt load relative to assets than 68% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

52nd percentile

0.18x

Higher debt load relative to revenue than 52% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

64th percentile

8.3%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

61st percentile

$147,415

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

33%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$3,901,774

Up $498,342 (+15%) from 2017

Net Assets

Up

$2,515,650

Up $658,352 (+35%) from 2017

Liabilities

Down

$1,386,124

Down $160,010 (-10%) from 2017

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin64th percentile

Revenue

Up

$7,695,018

Up $1,915,324 (+33%) from 2017

Expenses

Up

$7,055,439

Up $339,720 (+5.1%) from 2017

Net Income

Up

$639,579

Up $1,575,604 (+168%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2018

Assets$3,901,774
Liabilities$1,386,124
Net Assets$2,515,650
Open 2018 Filing

Operations Trend

Revenue Growth83rd 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

2018

Revenue$7,695,018
Expenses$7,055,439
Net Income$639,579
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 19, 2019
Return Version
2017v2.3
Gross Receipts
$9,268,411
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
Investments Other Securities$0$1,409,356▲ $1,409,356
Land, Buildings, and Equipment, Net$1,192,983$1,096,994▼ $95,989
Accounts Receivable$0$611,749▲ $611,749
Pledges and Grants Receivable$782,981$453,579▼ $329,402
Cash and Non-Interest-Bearing Accounts$277,597$298,226▲ $20,629
Prepaid Expenses and Deferred Charges$12,226$11,017▼ $1,209
Savings and Temporary Cash Investments$6,688$6,688→ $0
Inventories for Sale or Use$1,000$1,000→ $0
Total Assets$3,403,432$3,901,774▲ $498,342
Other Assets Total$1,129,957$13,165▼ $1,116,792
Liabilities
Accounts Payable and Accrued Expenses$1,057,692$820,695▼ $236,997
Mortgage Notes Payable Secured by Investment Property$415,525$490,429▲ $74,904
Deferred Revenue$72,917$75,000▲ $2,083
Total Liabilities$1,546,134$1,386,124▼ $160,010
Net Assets / Fund Balance
Unrestricted Net Assets$740,506$1,123,459▲ $382,953
Permanently Rstr Net Assets$661,874$696,257▲ $34,383
Temporarily Rstr Net Assets$454,918$695,934▲ $241,016
Total Net Assets Fund Balance$1,857,298$2,515,650▲ $658,352
Total Liabilities and Net Assets / Fund Balance$3,403,432$3,901,774▲ $498,342

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$793,049$740,907$1,533,956
Land$245,396-$245,396
Equipment$58,549$141,109$199,658
Other Securities$141,148--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$661,874$125,000▲ $7,299$97,916$696,257
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
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marilyn DittyFounder EmeritusPT$135,545$11,870$147,415
Dan PalumboCOOFT$122,194$15,067$137,261
Steve MoyerCEOFT$11,631-$11,631

Board Members and Trustees

NameTitle
Marlene BridgesPresident
Brent LauerVice President
Anna T BoyceBoard Member
Barbara HoganBoard Member
Bob BatesBoard Member
Brennan James Thru 51518Board Member
Dee Vallendorff Thru 12117Board Member
Jan GamerozBoard Member
Jennifer LeftonBoard Member
Karen PerroneBoard Member
Leslie GibolaBoard Member
Patty AlexanderBoard Member
Ted SandersBoard Member
Terry Waldon Thru 71017Board Member
Ray ChicoineSecretary
Dan DuboisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,340,259
Program Service Revenue
$359,175
Investment Income
$-4,416
Other Revenue
$0
All Other Contributions
$3,906,010
Change in Net Assets
$639,579

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
Real Estate Residential1$141,148Subsequent Sale
Other Non Cash Contri Table72$20,310Auction Revenue
Collectibles9$1,575Estimated Value
Total Noncash Contributions82$163,033-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,695,018
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$167,011
Total Revenue per Audited Statements
$7,862,029
Total Revenue per Form 990
$7,695,018
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,634,391
Salaries, Compensation, and Employee Benefits$3,421,048
Total Fundraising Expense$290,514
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,285,757$6,535$159,210$2,451,502
Fees for Services Other$924,458$36,883$14,361$975,702
Other Employee Benefits$352,959$3,755$18,774$375,488
Current Officers, Directors, Trustees, and Key Employees$315,488$3,356$16,782$335,626
Payroll Taxes$242,259$3,171$13,002$258,432
Occupancy$40,231$126,007-$166,238
Insurance$124,521$35,978$2,848$163,347
Other Expenses$149,079$4,046$0$153,125
All Other Expenses$82,350$17,136$32,633$132,119
Fees for Services Accounting$98,406$22,227$6,135$126,768
Depreciation Depletion$52,321$17,495-$69,816
Interest-$24,210-$24,210
Conferences and Meetings$18,266$725$2,946$21,937
Office Expenses$13,228$5,518$390$19,136
Fees for Service Investment Mgmnt Fees-$9,086-$9,086
Advertising-$5,700$2,102$7,802
Travel$2,950$35$557$3,542
Fees for Services Legal-$2,243-$2,243
Total Functional Expenses$6,383,016$381,909$290,514$7,055,439

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,203,677
Expenses per Audited Statements$7,055,439
Total Expenses per Form 990$7,055,439
Expenses Not Reported on Form 990$148,238
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$170,123
Fundraising Gross Income$170,123
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Captain Ball$167,385$134,439$30,711$103,728
Senior Prom$42,543$35,684$8,975$26,709
Total Events$209,928$170,123$170,123$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 ceo and audit 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 ceo's salary is determined by the executive committee. The salaries of other key employees are determined by the ceo.”

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
CEO
Phone
9498558033
Signed
2019-03-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Moyer
Formed
1995
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
86
Volunteers
550

Preparer

Firm
Ksjg 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 924,458. Management and general expenses 36,883. Fundraising expenses 14,361. Total expenses 975,702.”

FORM 990, PART XII, LINE 2C:

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

Form 990, Part I, Line 9, Prior Year Information

“During review of the current year form 990, it was discovered that some contributions were improperly classified as program revenue on the prior year form 990. The amounts have been reclassified from line 9 to line 8 in the prior year column to reflect the proper classification consistent with the current year reporting. There was no change to total revenue. The sch. A public support test was also updated for the reclassification to show the proper prior year contributions and public support percentage, which increased by 0.13%. No other changes were necessary as a result of the reclassification.”

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 $696,257 balance in the endowment fund at june 30, 2018 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, 2018. 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 148,238.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event direct expenses 148,238.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1611870
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1815067
IRS990/Form990PartVIISectionAGrp/PersonNm0MARLENE BRIDGES
IRS990/Form990PartVIISectionAGrp/PersonNm1BRENT LAUER
IRS990/Form990PartVIISectionAGrp/PersonNm2DAN DUBOIS
IRS990/Form990PartVIISectionAGrp/PersonNm3RAY CHICOINE
IRS990/Form990PartVIISectionAGrp/PersonNm4PATTY ALEXANDER
IRS990/Form990PartVIISectionAGrp/PersonNm5ANNA T BOYCE
IRS990/Form990PartVIISectionAGrp/PersonNm6LESLIE GIBOLA
IRS990/Form990PartVIISectionAGrp/PersonNm7BARBARA HOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm8BOB BATES
IRS990/Form990PartVIISectionAGrp/PersonNm9JENNIFER LEFTON
IRS990/Form990PartVIISectionAGrp/PersonNm10KAREN PERRONE
IRS990/Form990PartVIISectionAGrp/PersonNm11TED SANDERS
IRS990/Form990PartVIISectionAGrp/PersonNm12JAN GAMEROZ
IRS990/Form990PartVIISectionAGrp/PersonNm13BRENNAN JAMES THRU 51518
IRS990/Form990PartVIISectionAGrp/PersonNm14DEE VALLENDORFF THRU 12117
IRS990/Form990PartVIISectionAGrp/PersonNm15TERRY WALDON THRU 71017
IRS990/Form990PartVIISectionAGrp/PersonNm16MARILYN DITTY
IRS990/Form990PartVIISectionAGrp/PersonNm17STEVE MOYER
IRS990/Form990PartVIISectionAGrp/PersonNm18DAN PALUMBO
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/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16135545
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1711631
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18122194
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/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16FOUNDER EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt17CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt18COO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt039805
IRS990/FundraisingDirectExpensesAmt0170123
IRS990/FundraisingGrossIncomeAmt0170123
IRS990/GainOrLossGrp/OtherAmt0-26173
IRS990/GainOrLossGrp/SecuritiesAmt012903
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt03373023
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01390000
IRS990/GrossReceiptsAmt09268411
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt02848
IRS990/InsuranceGrp/ManagementAndGeneralAmt035978
IRS990/InsuranceGrp/ProgramServicesAmt0124521
IRS990/InsuranceGrp/TotalAmt0163347
IRS990/InterestGrp/ManagementAndGeneralAmt024210
IRS990/InterestGrp/TotalAmt024210
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01000
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01000
IRS990/InvestmentIncomeGrp/ExclusionAmt08854
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08854
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01409356
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0882016
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01192983
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01096994
IRS990/LandBldgEquipCostOrOtherBssAmt01979010
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt026173
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01377097
IRS990/LoanOutstandingInd00
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/BOYAmt0415525
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0490429
IRS990/NetAssetsOrFundBalancesBOYAmt01857298
IRS990/NetAssetsOrFundBalancesEOYAmt02515650
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-13270
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-13270
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt018773
IRS990/NoncashContributionsAmt0163033
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0126007
IRS990/OccupancyGrp/ProgramServicesAmt040231
IRS990/OccupancyGrp/TotalAmt0166238
IRS990/OfficeExpensesGrp/FundraisingAmt0390
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05518
IRS990/OfficeExpensesGrp/ProgramServicesAmt013228
IRS990/OfficeExpensesGrp/TotalAmt019136
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01129957
IRS990/OtherAssetsTotalGrp/EOYAmt013165
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt018774
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03755
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0352959
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0375488
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc2VEHICLE OPERATION
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt120644
IRS990/OtherExpensesGrp/FundraisingAmt2130
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015934
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt140942
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2927
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34046
IRS990/OtherExpensesGrp/ProgramServicesAmt01336290
IRS990/OtherExpensesGrp/ProgramServicesAmt1164284
IRS990/OtherExpensesGrp/ProgramServicesAmt2180169
IRS990/OtherExpensesGrp/ProgramServicesAmt3149079
IRS990/OtherExpensesGrp/TotalAmt01352224
IRS990/OtherExpensesGrp/TotalAmt1225870
IRS990/OtherExpensesGrp/TotalAmt2181226
IRS990/OtherExpensesGrp/TotalAmt3153125
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0159210
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06535
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02285757
IRS990/OtherSalariesAndWagesGrp/TotalAmt02451502
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt013002
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03171
IRS990/PayrollTaxesGrp/ProgramServicesAmt0242259
IRS990/PayrollTaxesGrp/TotalAmt0258432
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0661874
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0696257
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0782981
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0453579
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012226
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011017
IRS990/PrincipalOfficerNm0STEVE MOYER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0480000
IRS990/ProgramServiceRevenueGrp/Desc0TRANSPORTATION SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0359175
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0359175
IRS990/ProgSrvcAccomActy2Grp/Desc0TITLE III CONGREGATE MEALS/HOME DELIVERED MEALS: SERVED 342,474 HOME-DELIVERED MEALS TO 1,316 SENIORS/ELDERLY AND 75,747 CONGREGATE MEALS TO 1,416 SENIORS/ELDERLY AT 12 DIFFERENT LOCATION THROUGHOUT SOUTH ORANGE COUNTY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02803498
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0SENIOR CENTERS: OPERATE TWO SENIOR CENTERS AND CONTRACTS WITH OTHER SENIOR SITES FOR NUTRITIONAL AND SOCIAL SERVICES, EDUCATIONAL CLASSES THROUGH EMERITUS AND ADULT EDUCATION, PREVENTATIVE HEALTH SCREENING, ELDER CARE, CASE MANAGER NURSE, LEGAL AND TAX ASSISTANCE, INSURANCE COUNSELING, SENIOR SUPPORT GROUPS, MEDICARE COUNSELORS AND MONTHLY SURPLUS COMMODITY DISTRIBUTIONS. EMPHASIS IS ON WELLNESS AND MAINTAINING INDEPENDENCE FOR THE ELDERLY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0664702
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SOCIAL SERVICES AND OTHER SUPPORT: PROVIDED 2,199 HOURS OF CASE MANAGEMENT AND 2,428 HOURS OF IN-HOME SUPPORTIVE SERVICES TO 232 ELDERLY THROUGH THE CASE MANAGEMENT PROGRAM.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0245509
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05361478
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015880
IRS990/PYOtherExpensesAmt03482744
IRS990/PYOtherRevenueAmt06735
IRS990/PYProgramServiceRevenueAmt0395601
IRS990/PYRevenuesLessExpensesAmt0-936025
IRS990/PYSalariesCompEmpBnftPaidAmt03232975
IRS990/PYTotalExpensesAmt06715719
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05779694
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0639579
IRS990/RegularMonitoringEnfrcInd01

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,901,774
Liabilities
$1,386,124
Net assets
$2,515,650
Revenue
$7,695,018
Expenses
$7,055,439
Net income
$639,579
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
2018Detailed filing. Detailed filing data is available for this year.$3.90$1.39$2.52$7.70$7.06$0.64
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$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