Civic Intelligence

Council on Aging Services for Seniors

990 • Fiscal year 2014 • EIN 94-6138714

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 05, 2015

Organization ProfileWWW.COUNCILONAGING.COM

View Organization Page

30 Kawana Springs Road95404

(707) 525-0143

Siviq Scores

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

Liabilities / Assets

29th percentile

0.05x

Higher debt load relative to assets than 29% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

33rd percentile

0.09x

Higher debt load relative to revenue than 33% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

33rd percentile

-1.2%

Higher net margin than 33% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

49th percentile

$114,413

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

50th percentile

2.8%

Faster asset growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

72nd percentile

14%

Faster revenue growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$8,221,505

Up $225,936 (+2.8%) from 2013

Net Assets

Up

$7,805,096

Up $135,333 (+1.8%) from 2013

Liabilities

Up

$416,409

Up $90,603 (+28%) from 2013

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin33rd percentile

Revenue

$4,388,600

No earlier filing loaded for comparison.

Expenses

Up

$4,442,031

Up $526,518 (+13%) from 2013

Net Income

-$53,431

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,849,459Liabilities 2011: $767,533Net Assets 2011: $8,081,9262011Assets 2012: $8,375,432Liabilities 2012: $772,687Net Assets 2012: $7,602,7452012Assets 2013: $7,995,569Liabilities 2013: $325,806Net Assets 2013: $7,669,7632013Assets 2014: $8,221,505Liabilities 2014: $416,409Net Assets 2014: $7,805,0962014Assets 2015: $7,815,761Liabilities 2015: $391,530Net Assets 2015: $7,424,2312015Assets 2016: $8,362,560Liabilities 2016: $707,086Net Assets 2016: $7,655,4742016Assets 2017: $8,188,033Liabilities 2017: $596,979Net Assets 2017: $7,591,0542017Assets 2018: $8,195,776Liabilities 2018: $503,073Net Assets 2018: $7,692,7032018Assets 2019: $8,365,525Liabilities 2019: $638,438Net Assets 2019: $7,727,0872019Assets 2020: $9,375,876Liabilities 2020: $1,211,186Net Assets 2020: $8,164,6902020Assets 2021: $9,665,520Liabilities 2021: $397,724Net Assets 2021: $9,267,7962021Assets 2022: $9,275,609Liabilities 2022: $416,481Net Assets 2022: $8,859,1282022Assets 2023: $10,174,266Liabilities 2023: $500,726Net Assets 2023: $9,673,5402023Assets 2024: $10,057,914Liabilities 2024: $544,855Net Assets 2024: $9,513,0592024

Highlighted filing

2014

Assets$8,221,505
Liabilities$416,409
Net Assets$7,805,096
Open 2014 Filing

Operations Trend

Revenue Growth72nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $4,006,4902011Revenue 2012: $3,353,085Expenses 2012: $3,773,481Net Income 2012: -$420,3962012Expenses 2013: $3,915,5132013Revenue 2014: $4,388,600Expenses 2014: $4,442,031Net Income 2014: -$53,4312014Revenue 2015: $4,088,248Expenses 2015: $4,450,960Net Income 2015: -$362,7122015Revenue 2016: $4,674,173Expenses 2016: $4,412,401Net Income 2016: $261,7722016Revenue 2017: $4,388,855Expenses 2017: $4,596,078Net Income 2017: -$207,2232017Revenue 2018: $4,532,211Expenses 2018: $4,500,992Net Income 2018: $31,2192018Revenue 2019: $5,211,599Expenses 2019: $5,189,890Net Income 2019: $21,7092019Revenue 2020: $5,293,220Expenses 2020: $4,799,762Net Income 2020: $493,4582020Revenue 2021: $5,802,266Expenses 2021: $5,227,624Net Income 2021: $574,6422021Revenue 2022: $5,546,408Expenses 2022: $5,530,987Net Income 2022: $15,4212022Revenue 2023: $6,468,481Expenses 2023: $5,845,193Net Income 2023: $623,2882023Revenue 2024: $5,628,604Expenses 2024: $5,913,017Net Income 2024: -$284,4132024

Highlighted filing

2014

Revenue$4,388,600
Expenses$4,442,031
Net Income-$53,431
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 5, 2015
Return Version
2013v4.0
Gross Receipts
$4,678,395
Mission and Program Overview

Mission

To enhance the quality of life for our aging community by providing services that promote well-being and maintain independence.

The council on aging provides essential services to our senior community through an integrated network of programs working together to fulfill our clients' needs. We currently have 16 programs: meals on wheels, senior dining sites, information and assistance, case management, daily money management, trusts & conservatorships, family justice center advocacy, mental health peer support, care coordination, senior social clubs, prevention & early intervention, senior legal services, lawyer referral services, senior estate planning, senior newspaper, and senior games.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,298,417$5,238,310▼ $60,107
Investments in Publicly Traded Securities$1,528,147$1,819,329▲ $291,182
Cash and Non-Interest-Bearing Accounts$429,147$378,547▼ $50,600
Accounts Receivable$275,942$282,014▲ $6,072
Savings and Temporary Cash Investments$76,941$224,091▲ $147,150
Pledges and Grants Receivable$207,000$179,007▼ $27,993
Inventories for Sale or Use$31,518$52,454▲ $20,936
Prepaid Expenses and Deferred Charges$48,457$47,753▼ $704
Total Assets$7,995,569$8,221,505▲ $225,936
Other Assets Total$100,000$0▼ $100,000
Liabilities
Accounts Payable and Accrued Expenses$248,865$354,376▲ $105,511
Deferred Revenue$76,941$62,033▼ $14,908
Total Liabilities$325,806$416,409▲ $90,603
Net Assets / Fund Balance
Unrestricted Net Assets$7,669,763$7,805,096▲ $135,333
Total Net Assets Fund Balance$7,669,763$7,805,096▲ $135,333
Total Liabilities and Net Assets / Fund Balance$7,995,569$8,221,505▲ $225,936

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,743,171$802,636$4,545,807
Land$1,332,054-$1,332,054
Other Land Buildings$69,149$77,655$146,804
Equipment$93,936$20,289$114,225
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marrianne McbridePresident & CEOFT$97,830$16,583$114,413

Board Members and Trustees

NameTitle
Jeff BeesonChair
Corrine LorenzenVice Chair
Anne CowdenBoard Member
Bonnie BurrellBoard Member
Carl Vanden HuevelBoard Member
Chuck McphersonBoard Member
David ViciniBoard Member
Debby RoumbanisBoard Member
James DevoreBoard Member
Jeanne MiskelBoard Member
John PearsonBoard Member
Joseph HuangBoard Member
Deborah RobertsSecretary
John ReyesTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Jadent INCProfessional Fundraiser-$222,878
Revenue and Support

Revenue Composition

Contributions and Grants
$3,567,711
Program Service Revenue
$471,779
Investment Income
$58,628
Other Revenue
$290,482
All Other Contributions
$1,545,680
Change in Net Assets
$-53,431

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,388,600
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$225,742
Total Revenue per Audited Statements
$4,614,342
Total Revenue per Form 990
$4,388,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,375,026
Other Expenses$1,844,127
Total Fundraising Expense$673,567
Professional Fundraising Fees$222,878
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,455,447$271,832$138,429$1,865,708
Office Expenses$797,897$8,406$39,459$845,762
Fees for Services Other$87,267$71,153$104,569$262,989
Fees for Services Professional Fundraising--$222,878$222,878
Other Employee Benefits$161,702$28,765$9,691$200,158
Payroll Taxes$122,339$29,086$12,305$163,730
Depreciation Depletion$2$144,685-$144,687
Current Officers, Directors, Trustees, and Key Employees-$105,964$11,948$117,912
Travel$104,587$212$911$105,710
All Other Expenses$746,491$-700,045$41,467$87,913
Other Expenses$75,795$-17,027$2,276$61,044
Insurance$11,052$30,681$191$41,924
Fees for Services Accounting-$37,950-$37,950
Pension Plan Contributions$16,427$8,193$2,898$27,518
Advertising$4,110$739$9,214$14,063
Fees for Services Legal$1,950--$1,950
Total Functional Expenses$3,691,428$77,036$673,567$4,442,031

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,479,009
Expenses per Audited Statements$4,442,031
Total Expenses per Form 990$4,442,031
Expenses Not Reported on Form 990$36,978
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$342,605
Professional Fundraising Fees$222,878
Fundraising Direct Expenses$191,077
Gaming Gross Income$44,008
Gaming Direct Expenses$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$223,072$222,475$58,658$163,817
Event 2$101,189$101,189$116,459$-15,270
Total Events$368,351$342,605$191,077$151,528
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
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 11

“Form 990 is reviewed by the cfo and distributed to the board by email prior to submission.”

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

“AGENDA ITEM.”

Form 990, Part VI, Section B, Line 15A

“Process for determining compensation for ceo, cfo, and senior management is as follows: each year the council on aging participates in the bay area benefit survey for nonprofits. The results of the most recent survey are used to evaluate and assess compensation levels. We utilize median salaries for similarly sized non-profits in our region as a guideline. The board reviews and approves compensation for the ceo and the cfo.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

EIN
94-6138714
Phone
7075250143

Signing Officer

Name
Marrianne Mcbride
Title
CEO
Phone
7075250143
Signed
2015-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marrianne Mcbride
Formed
1966
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
78
Volunteers
467

Preparer

Preparer
Penny Millar
Phone
7075778806
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change is the audit committee's oversight process.”

Financial Statement Notes

PART IV, LINE 2B:

“Council on aging's trust account is held on behalf of our social security representative payee clients. These seniors are living below the poverty level and, were it not for our handling of their financial affairs, would not be able to budget their expenses and maintain their independence. The well-being and independence of our senior community is a key element of our organizational mission.”

PART X, LINE 2:

“The council follows accounting guidance for uncertain tax positions. In management's opinion there are no uncertain tax positions for year ended june 30, 2014.”

Raw XML AppendixShowing 400 of 607 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/ActivityOrMissionDesc0THE COUNCIL ON AGING PROVIDES ESSENTIAL SERVICES TO OUR SENIOR COMMUNITY THROUGH AN INTEGRATED NETWORK OF PROGRAMS WORKING TOGETHER TO FULFILL OUR CLIENTS' NEEDS. WE CURRENTLY HAVE 16 PROGRAMS: MEALS ON WHEELS, SENIOR DINING SITES, INFORMATION AND ASSISTANCE, CASE MANAGEMENT, DAILY MONEY MANAGEMENT, TRUSTS & CONSERVATORSHIPS, FAMILY JUSTICE CENTER ADVOCACY, MENTAL HEALTH PEER SUPPORT, CARE COORDINATION, SENIOR SOCIAL CLUBS, PREVENTION & EARLY INTERVENTION, SENIOR LEGAL SERVICES, LAWYER REFERRAL SERVICES, SENIOR ESTATE PLANNING, SENIOR NEWSPAPER, AND SENIOR GAMES.
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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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT & CEO
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/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt025746
IRS990/FundraisingDirectExpensesAmt0191077
IRS990/FundraisingGrossIncomeAmt0342605
IRS990/GainOrLossGrp/SecuritiesAmt010404
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt044008
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt01996285
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0109122
IRS990/GrossReceiptsAmt04678395
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0191
IRS990/InsuranceGrp/ManagementAndGeneralAmt030681
IRS990/InsuranceGrp/ProgramServicesAmt011052
IRS990/InsuranceGrp/TotalAmt041924
IRS990/InventoriesForSaleOrUseGrp/BOYAmt031518
IRS990/InventoriesForSaleOrUseGrp/EOYAmt052454
IRS990/InvestmentIncomeGrp/ExclusionAmt048224
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt048224
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01528147
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01819329
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0900580
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05298417
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05238310
IRS990/LandBldgEquipCostOrOtherBssAmt06138890
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt098718
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A NOW WELL ESTABLISHED AND SUCCESSFUL SENIOR SERVICE ORGANIZATION, THE COUNCIL ON AGING WAS FOUNDED IN 1966 AS A 501(C)(3) PUBLIC BENEFIT CORPORATION. THE COUNCIL IS DEDICATED TO PROVIDING ACTIVITIES AND SERVICES THAT ENCOURAGE SENIORS' INDEPENDENCE AND CONTINUING PARTICIPATION IN THE COMMUNITY. THE COUNCIL DRIVES ITS REVENUE FROM GOVERNMENT AGENCIES, PRIMARILY THE SONOMA COUNTY AREA ON AGING, AS WELL AS PRIVATE DONORS AND FUNDRAISING ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07669763
IRS990/NetAssetsOrFundBalancesEOYAmt07805096
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010404
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010404
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0151528
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0151528
IRS990/NetIncomeFromGamingGrp/ExclusionAmt044008
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt044008
IRS990/NetUnrelatedBusTxblIncmAmt0-119868
IRS990/NetUnrlzdGainsLossesInvstAmt0188764
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt039459
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08406
IRS990/OfficeExpensesGrp/ProgramServicesAmt0797897
IRS990/OfficeExpensesGrp/TotalAmt0845762
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0100000
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09691
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt028765
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0161702
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0200158
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1OTHER OPERATING EXPENSE
IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc3WORKERS COMPENSATION IN
IRS990/OtherExpensesGrp/FundraisingAmt035
IRS990/OtherExpensesGrp/FundraisingAmt145333
IRS990/OtherExpensesGrp/FundraisingAmt231963
IRS990/OtherExpensesGrp/FundraisingAmt32276
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt030918
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111190
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt214334
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3-17027
IRS990/OtherExpensesGrp/ProgramServicesAmt069263
IRS990/OtherExpensesGrp/ProgramServicesAmt115553
IRS990/OtherExpensesGrp/ProgramServicesAmt221546
IRS990/OtherExpensesGrp/ProgramServicesAmt375795
IRS990/OtherExpensesGrp/TotalAmt0100216
IRS990/OtherExpensesGrp/TotalAmt172076
IRS990/OtherExpensesGrp/TotalAmt267843
IRS990/OtherExpensesGrp/TotalAmt361044
IRS990/OtherRevenueMiscGrp/BusinessCd0445200
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0STAGE MEALS SALES
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt031423
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt063523
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt131423
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt063523
IRS990/OtherRevenueTotalAmt094946
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0138429
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0271832
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01455447
IRS990/OtherSalariesAndWagesGrp/TotalAmt01865708
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt012305
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029086
IRS990/PayrollTaxesGrp/ProgramServicesAmt0122339
IRS990/PayrollTaxesGrp/TotalAmt0163730
IRS990/PensionPlanContributionsGrp/FundraisingAmt02898
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08193
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt016427
IRS990/PensionPlanContributionsGrp/TotalAmt027518
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0207000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0179007
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt048457
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt047753
IRS990/PrincipalOfficerNm0MARRIANNE MCBRIDE
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE FEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0471779
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0471779
IRS990/ProgSrvcAccomActy2Grp/Desc0OUR SENIOR DINING SITES SERVE 40,000 ON-SITE MEALS ANNUALLY AT SENIOR CENTERS OR SENIOR HOUSING SITES IN SANTA ROSA, SEBASTOPOL, SONOMA, WINDSOR, ROHNERT PARK, HEALDSBURG AND CLOVERDALE. THESE SERVED MEALS ENCOURAGE SOCIALIZING AMONG PARTICIPANTS, AS WELL AS DELIVERING ONGOING EDUCATION AND ESSENTIAL NUTRITION TO OUR ACTIVE AGING COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0654415
IRS990/ProgSrvcAccomActy3Grp/Desc0CASE MANAGEMENT SERVICES, OUR THIRD LARGEST PROGRAM, LOGS OVER 5,000 SERVICE HOURS PER YEAR, VISITING 1,000 CLIENTS IN THEIR HOMES TO ASSESS THEIR INDIVIDUAL STATUS AND NEEDS, AND ENSURE THAT COMMUNITY SERVICES AND RESOURCES ARE AVAILABLE TO HELP THEM TO REMAIN SAFE AND INDEPENDENT IN THEIR OWN HOMES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0246593
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0107571
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES INCLUDE VOLUNTEER SERVICES, INFORMATION AND REFERRAL SERVICES, ESTATE PLANNING, SENIOR CARE COORDINATION AND OTHER PROGRAM SERVICES AS NECESSARY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01055435
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0395631
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03138094
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0210150
IRS990/PYOtherExpensesAmt01705683
IRS990/PYOtherRevenueAmt0119333
IRS990/PYProgramServiceRevenueAmt0505611
IRS990/PYRevenuesLessExpensesAmt057675
IRS990/PYSalariesCompEmpBnftPaidAmt02209830
IRS990/PYTotalExpensesAmt03915513
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03973188
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-53431
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt076941
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0224091
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03567711
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03138094
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02606851
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02982051
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03300264
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015594971
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt048224
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt047468
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt050555
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt049667
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01366
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0197280
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0471779
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0412264
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0119333
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0247726
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt045308
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0824631

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,221,505
Liabilities
$416,409
Net assets
$7,805,096
Revenue
$4,388,600
Expenses
$4,442,031
Net income
-$53,431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.54$9.51$5.63$5.91$0.28
2023Summary only. Only limited summary data is available for this year.$10.2$0.50$9.67$6.47$5.85$0.62
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.28$0.42$8.86$5.55$5.53$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.67$0.40$9.27$5.80$5.23$0.57
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.38$1.21$8.16$5.29$4.80$0.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.37$0.64$7.73$5.21$5.19$0.02
2018Summary only. Only limited summary data is available for this year.$8.20$0.50$7.69$4.53$4.50$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.19$0.60$7.59$4.39$4.60$0.21
2016Detailed filing. Detailed filing data is available for this year.$8.36$0.71$7.66$4.67$4.41$0.26
2015Detailed filing. Detailed filing data is available for this year.$7.82$0.39$7.42$4.09$4.45$0.36
2014Detailed filing. Detailed filing data is available for this year.$8.22$0.42$7.81$4.39$4.44$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.00$0.33$7.67$3.92
2012Summary only. Only limited summary data is available for this year.$8.38$0.77$7.60$3.35$3.77$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.85$0.77$8.08$4.01