Civic Intelligence

Council on Aging-Southern California Inc.

990 • Fiscal year 2017 • EIN 95-2874089

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 27, 2018

2 Executive Circle No 175Irvine, CA 92614

(714) 479-0107

Siviq Scores

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

Liabilities / Assets

81st percentile

0.53x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.14x

Higher debt load relative to revenue than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

26th percentile

-5.4%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$143,147

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

4th percentile

-26%

Faster asset growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

5.6%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,139,234

Down $407,845 (-26%) from 2016

Net Assets

Down

$532,002

Down $507,078 (-49%) from 2016

Liabilities

Up

$607,232

Up $99,233 (+20%) from 2016

Revenue

Up

$4,434,605

Up $235,493 (+5.6%) from 2016

Expenses

Up

$4,675,209

Up $235,505 (+5.3%) from 2016

Net Income

Down

-$240,604

Down $12 (-0.0%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,068,157Liabilities 2011: $293,689Net Assets 2011: $774,4682011Assets 2012: $1,155,471Liabilities 2012: $317,894Net Assets 2012: $837,5772012Assets 2013: $1,206,582Liabilities 2013: $362,845Net Assets 2013: $843,7372013Assets 2014: $1,398,637Liabilities 2014: $445,533Net Assets 2014: $953,1042014Assets 2015: $1,809,708Liabilities 2015: $529,986Net Assets 2015: $1,279,7222015Assets 2016: $1,547,079Liabilities 2016: $507,999Net Assets 2016: $1,039,0802016Assets 2017: $1,139,234Liabilities 2017: $607,232Net Assets 2017: $532,0022017Assets 2018: $1,256,795Liabilities 2018: $801,955Net Assets 2018: $454,8402018Assets 2019: $1,207,651Liabilities 2019: $790,748Net Assets 2019: $416,9032019Assets 2020: $1,687,223Liabilities 2020: $1,126,234Net Assets 2020: $560,9892020Assets 2021: $1,755,022Liabilities 2021: $1,189,407Net Assets 2021: $565,6152021Assets 2022: $2,032,834Liabilities 2022: $1,071,070Net Assets 2022: $961,7642022Assets 2023: $2,900,594Liabilities 2023: $2,101,699Net Assets 2023: $798,8952023Assets 2024: $5,517,512Liabilities 2024: $1,909,617Net Assets 2024: $3,607,8952024

Highlighted filing

2017

Assets$1,139,234
Liabilities$607,232
Net Assets$532,002

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $2,247,9222011Expenses 2012: $2,535,3842012Expenses 2013: $2,833,9842013Revenue 2014: $3,422,517Expenses 2014: $3,314,885Net Income 2014: $107,6322014Revenue 2015: $4,504,424Expenses 2015: $4,177,922Net Income 2015: $326,5022015Revenue 2016: $4,199,112Expenses 2016: $4,439,704Net Income 2016: -$240,5922016Revenue 2017: $4,434,605Expenses 2017: $4,675,209Net Income 2017: -$240,6042017Revenue 2018: $4,612,830Expenses 2018: $4,692,262Net Income 2018: -$79,4322018Revenue 2019: $4,713,145Expenses 2019: $4,752,563Net Income 2019: -$39,4182019Revenue 2020: $5,929,659Expenses 2020: $5,785,211Net Income 2020: $144,4482020Revenue 2021: $6,425,591Expenses 2021: $6,430,963Net Income 2021: -$5,3722021Revenue 2022: $6,835,764Expenses 2022: $6,438,113Net Income 2022: $397,6512022Revenue 2023: $7,481,542Expenses 2023: $7,647,567Net Income 2023: -$166,0252023Revenue 2024: $10,979,475Expenses 2024: $8,175,671Net Income 2024: $2,803,8042024

Highlighted filing

2017

Revenue$4,434,605
Expenses$4,675,209
Net Income-$240,604
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 27, 2018
Return Version
2016v3.0
Gross Receipts
$4,488,904
Mission and Program Overview

Mission

The council on aging -southern california (the organization"), formerly known as council on aging- orange county, is a nonprofit organization whose mission is to promote the independence, health, dignity of older adults through compassion, education, and advocacy.

To promote independence, health, and dignity of older adults through education and advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$849,255$516,315▼ $332,940
Prepaid Expenses and Deferred Charges$266,062$258,601▼ $7,461
Land, Buildings, and Equipment, Net$329,146$245,260▼ $83,886
Cash and Non-Interest-Bearing Accounts$78,386$87,894▲ $9,508
Investments Other Securities$4,322$31,164▲ $26,842
Savings and Temporary Cash Investments$11,259--
Investments in Publicly Traded Securities$8,649--
Total Assets$1,547,079$1,139,234▼ $407,845
Liabilities
Accounts Payable and Accrued Expenses$372,025$428,064▲ $56,039
Other Liabilities$65,000$123,955▲ $58,955
Deferred Revenue$70,974$55,213▼ $15,761
Total Liabilities$507,999$607,232▲ $99,233
Net Assets / Fund Balance
Unrestricted Net Assets$330,439$268,946▼ $61,493
Temporarily Rstr Net Assets$708,641$263,056▼ $445,585
Total Net Assets Fund Balance$1,039,080$532,002▼ $507,078
Total Liabilities and Net Assets / Fund Balance$1,547,079$1,139,234▼ $407,845

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$173,036$466,221$639,257
Leasehold Improvements$58,632$70,905$129,537
Other Land Buildings$13,592$30,336$43,928

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$8,649$20,871▲ $1,905-$31,164
2015$8,984-▼ $238-$8,649
2014$9,098-▲ $13-$8,984
2013$8,119-▲ $979-$9,098
2012$204,244-▲ $8,119-$8,119
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa W Jenkins Non-votingPresident & CEOFT$133,912$9,235$143,147

Board Members and Trustees

NameTitle
Daryl YeelittBoard Chair
Brad RemillardVice Chair
Pamela JungBoard Member
Phong LuuBoard Member
Tony GrigoriouBoard Member
Dan HoltzDirector
Fernando Sauceda IiiDirector
Geoffrey KingDirector
Harry M Barth EsqDirector
Jared BurkDirector
Kaaren HallDirector
Ken CornelisonDirector
Len W MillerDirector
Linda HughesDirector
Michael Bader Jd CPADirector
Bob TurnerSecretary
Madhu VijayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$845,743
Program Service Revenue
$3,588,589
Investment Income
$273
Other Revenue
$0
All Other Contributions
$647,181
Change in Net Assets
$-240,604

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,434,605
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$814,348
Total Revenue per Audited Statements
$5,248,953
Total Revenue per Form 990
$4,434,605
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,172,651
Other Expenses$1,502,558
Total Fundraising Expense$328,414
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,313,345$77,111$179,928$2,570,384
Occupancy$401,446$4,182$12,545$418,173
Other Employee Benefits$228,152$7,522$15,043$250,717
Advertising$188,967$2,136$22,524$213,627
Payroll Taxes$189,925$6,331$14,772$211,028
Current Officers, Directors, Trustees, and Key Employees$126,470$4,216$9,836$140,522
Fees for Services Other$104,291$7,277$9,702$121,270
Office Expenses$92,416$3,511$12,144$108,071
Depreciation Depletion$88,493$2,950$6,883$98,326
Travel$82,285$866$3,465$86,616
Information Technology$61,180$4,268$5,691$71,139
Conferences and Meetings$50,453$4,693$3,520$58,666
Insurance$42,937$4,327$2,585$49,849
Fees for Services Accounting$18,769$2,085$2,318$23,172
Other Expenses$12,424$1,734$5,194$5,194
Interest$3,805--$3,805
Fees for Services Legal$2,840$198$264$3,302
Total Functional Expenses$4,213,388$133,407$328,414$4,675,209

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,487,893
Expenses per Audited Statements$4,675,209
Total Expenses per Form 990$4,675,209
Expenses Not Reported on Form 990$812,684
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$54,299
Fundraising Gross Income$54,299
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$163,572$54,299$54,299$0
Total Events$163,572$54,299$54,299$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent Lease Incentive$123,955
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

The audit committee reviews the form 990 and communicates with auditors in preparation of the final draft. The final draft is reviewed by the executive committee and then the board of directors, which approves the document.

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

Potential conflict matters are brought to the attention of the ceo, or the compliance officer discusses the matter with the board chair and the board chair determines how the matter should be handled or discussed further with the executive committee. The executive committee then determines what actions (if any) should be taken and the issue and resolution is discussed or deliberated with the board. If potential conflict involved the ceo, then the matter goes to the board chair who determines how the matter should be handled or discussed further with the executive committee.

Form 990, Part VI, Section B, Line 15

The organization's board of directors annually approves the budget for all officers' salaries and key employees'salaries.

Form 990, Part VI, Section C, Line 19

The organization makes its governming documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Council on Aging-southern California Inc
EIN
95-2874089
Phone
7144790107
Address
2 EXECUTIVE CIRCLE NO 175, IRVINE, CA 92614

Signing Officer

Name
Daryl Yeelitt
Title
Board Chair
Phone
7144790107
Signed
2018-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Wright Jenkins
Formed
1973
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
106
Volunteers
401

Preparer

Firm
Pdm Llp
Address
3460 TORRANCE BLVD STE 200, TORRANCE, CA 90503
Preparer
Anthony P Bozanic CPA
Phone
3105404118
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

There have been no changes in the oversight or selection processes during the year.

Financial Statement Notes

PART X, LINE 2:

The organization recognizes the impact of tax positions in the financial statements if that position is more likely than not of being sustained in an audit, based on the technical merits of the position. To date, the organization has not recorded any uncertain tax positions. During the year ended june 30, 2017, the organization did not recognize any amount in potential interest and penalties associated with uncertain tax positions.

Raw XML AppendixShowing 400 of 601 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0372025
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0428064
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROMOTE INDEPENDENCE, HEALTH, AND DIGNITY OF OLDER ADULTS THROUGH EDUCATION AND ADVOCACY.
IRS990/AdvertisingGrp/FundraisingAmt022524
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02136
IRS990/AdvertisingGrp/ProgramServicesAmt0188967
IRS990/AdvertisingGrp/TotalAmt0213627
IRS990/AllOtherContributionsAmt0647181
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MIRIAM BOULGER
IRS990/BooksInCareOfDetail/PhoneNum07144790107
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02 EXECUTIVE CIRCLE NO 175
IRS990/BooksInCareOfDetail/USAddress/CityNm0IRVINE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092614
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt078386
IRS990/CashNonInterestBearingGrp/EOYAmt087894
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt09836
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt04216
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0126470
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0140522
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt03520
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt04693
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt050453
IRS990/ConferencesMeetingsGrp/TotalAmt058666
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0109273
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0845743
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0273
IRS990/CYOtherExpensesAmt01502558
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03588589
IRS990/CYRevenuesLessExpensesAmt0-240604
IRS990/CYSalariesCompEmpBnftPaidAmt03172651
IRS990/CYTotalExpensesAmt04675209
IRS990/CYTotalFundraisingExpenseAmt0328414
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04434605
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt070974
IRS990/DeferredRevenueGrp/EOYAmt055213
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt06883
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02950
IRS990/DepreciationDepletionGrp/ProgramServicesAmt088493
IRS990/DepreciationDepletionGrp/TotalAmt098326
IRS990/Desc0HEALTH INSURANCE COUNSELING AND ADVOCACY PROGRAM (HICAP)THE PROGRAM PROVIDES EDUCATIONAL SEMINARS, INDIVIDUAL COUNSELING, AND LIMITED LEGAL ASSISTANCE WITH MEDICARE AND RELATED INSURANCE COVERAGE TO HELP MEDICARE RECIPIENTS MAXIMIZE BENEFITS AND MINIMIZE COSTS IN ORANGE, RIVERSIDE, SAN BERNARDINO, INYO, AND MONO COUNTIES. COUNSELING IS AVALIABLE BY PHONE OR IN PERSON AT MORE THAN 92 SITES THROUGHOUT SOUTHERN CALIFORNIA. VOLUNTEERS MUST COMPLETE 28 HOURS OF TRAINING, 15 HOURS OF INTERNSHIP, AND PASS A CALIFORNIA DEPARTMENT OF AGING TEST.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0106
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01923856
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/FundraisingAmt02318
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02085
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt018769
IRS990/FeesForServicesAccountingGrp/TotalAmt023172
IRS990/FeesForServicesLegalGrp/FundraisingAmt0264
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0198
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt02840
IRS990/FeesForServicesLegalGrp/TotalAmt03302
IRS990/FeesForServicesOtherGrp/FundraisingAmt09702
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt07277
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0104291
IRS990/FeesForServicesOtherGrp/TotalAmt0121270
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt179235
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL BADER JD CPA
IRS990/Form990PartVIISectionAGrp/PersonNm1HARRY M BARTH ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm2KEN CORNELISON
IRS990/Form990PartVIISectionAGrp/PersonNm3DAN HOLTZ
IRS990/Form990PartVIISectionAGrp/PersonNm4LINDA HUGHES
IRS990/Form990PartVIISectionAGrp/PersonNm5GEOFFREY KING
IRS990/Form990PartVIISectionAGrp/PersonNm6LEN W MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm7BRAD REMILLARD
IRS990/Form990PartVIISectionAGrp/PersonNm8JARED BURK
IRS990/Form990PartVIISectionAGrp/PersonNm9FERNANDO SAUCEDA III
IRS990/Form990PartVIISectionAGrp/PersonNm10DARYL YEELITT
IRS990/Form990PartVIISectionAGrp/PersonNm11KAAREN HALL
IRS990/Form990PartVIISectionAGrp/PersonNm12MADHU VIJAY
IRS990/Form990PartVIISectionAGrp/PersonNm13BOB TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm14TONY GRIGORIOU
IRS990/Form990PartVIISectionAGrp/PersonNm15PAMELA JUNG
IRS990/Form990PartVIISectionAGrp/PersonNm16PHONG LUU
IRS990/Form990PartVIISectionAGrp/PersonNm17LISA W JENKINS NON-VOTING
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/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17133912
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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT & CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0109273
IRS990/FundraisingDirectExpensesAmt054299
IRS990/FundraisingGrossIncomeAmt054299
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GovernmentGrantsAmt089289
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04488904
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05691
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04268
IRS990/InformationTechnologyGrp/ProgramServicesAmt061180
IRS990/InformationTechnologyGrp/TotalAmt071139
IRS990/InsuranceGrp/FundraisingAmt02585
IRS990/InsuranceGrp/ManagementAndGeneralAmt04327
IRS990/InsuranceGrp/ProgramServicesAmt042937
IRS990/InsuranceGrp/TotalAmt049849
IRS990/InterestGrp/ProgramServicesAmt03805
IRS990/InterestGrp/TotalAmt03805
IRS990/InvestmentIncomeGrp/ExclusionAmt0273
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0273
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04322
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt031164
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08649
IRS990/IRPDocumentCnt034
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0567462
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0329146
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0245260
IRS990/LandBldgEquipCostOrOtherBssAmt0812722
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE COUNCIL ON AGING IS TO PROMOTE INDEPENDENCE, HEALTH, AND DIGNITY OF OLDER ADULTS THROUGH COMPASSION, EDUCATION, AND ADVOCACY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01039080
IRS990/NetAssetsOrFundBalancesEOYAmt0532002
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01664
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt012545
IRS990/OccupancyGrp/ManagementAndGeneralAmt04182
IRS990/OccupancyGrp/ProgramServicesAmt0401446
IRS990/OccupancyGrp/TotalAmt0418173
IRS990/OfficeExpensesGrp/FundraisingAmt012144
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03511
IRS990/OfficeExpensesGrp/ProgramServicesAmt092416
IRS990/OfficeExpensesGrp/TotalAmt0108071
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt015043
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07522
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0228152
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0250717
IRS990/OtherExpensesGrp/Desc0PRINTING AND GRAPHIC DE
IRS990/OtherExpensesGrp/Desc1PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc2VOLUNTEER AND DONOR REC
IRS990/OtherExpensesGrp/Desc3PROVISION FOR DOUBTFUL
IRS990/OtherExpensesGrp/FundraisingAmt03826
IRS990/OtherExpensesGrp/FundraisingAmt117886
IRS990/OtherExpensesGrp/FundraisingAmt2288
IRS990/OtherExpensesGrp/FundraisingAmt35194
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01734
IRS990/OtherExpensesGrp/ProgramServicesAmt0123707
IRS990/OtherExpensesGrp/ProgramServicesAmt181483
IRS990/OtherExpensesGrp/ProgramServicesAmt212424
IRS990/OtherExpensesGrp/TotalAmt0127533
IRS990/OtherExpensesGrp/TotalAmt199369
IRS990/OtherExpensesGrp/TotalAmt214446
IRS990/OtherExpensesGrp/TotalAmt35194
IRS990/OtherLiabilitiesGrp/BOYAmt065000
IRS990/OtherLiabilitiesGrp/EOYAmt0123955
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0179928
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt077111
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02313345
IRS990/OtherSalariesAndWagesGrp/TotalAmt02570384
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt014772
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06331
IRS990/PayrollTaxesGrp/ProgramServicesAmt0189925
IRS990/PayrollTaxesGrp/TotalAmt0211028
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0849255
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0516315
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0266062
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0258601
IRS990/PrincipalOfficerNm0LISA WRIGHT JENKINS
IRS990/PriorPeriodAdjustmentsAmt0-268138
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3624100
IRS990/ProgramServiceRevenueGrp/BusinessCd4624100
IRS990/ProgramServiceRevenueGrp/Desc0HICAP
IRS990/ProgramServiceRevenueGrp/Desc1PMHD
IRS990/ProgramServiceRevenueGrp/Desc2OMBUDSMAN
IRS990/ProgramServiceRevenueGrp/Desc3GUIDE INCOME
IRS990/ProgramServiceRevenueGrp/Desc4FAST
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01859097
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1709750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2641810
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3259634
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4118298
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01859097
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1709750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2641810
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3259634
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4118298
IRS990/ProgSrvcAccomActy2Grp/Desc0ADVOCATES FOR NURSING HOME RESIDENTS (LONG-TERM CARE OMBUDSMAN SERVICE)THE STATE CERTIFIED LONG-TERM CARE OMBUDSMEN PROTECT THE RIGHTS OF APPROXIMATELY 28,000 OLDER ADULTS LIVING IN NURSING AND RESIDENTIAL HOMES LOCATED THROUGHOUT ORANGE COUNTY. THE LONG-TERM CARE OMBUDSMEN MAKE ANNOUNCED AND UNANNOUNCED VISITS TO 1,100 FACILITIES ACROSS THE COUNTY. CERTIFIED OMBUDSMEN SUCCESSFULLY COMPLETE A 36 HOUR CERTIFICATION TRAINING PROGRAM AND LOG 12 HOURS OF MENTORED FIELD TRAINING. TO MAINTAIN THEIR CERTIFICATION OMBUDSMEN RECEIVE 1-2 HOURS A MONTH OF IN-SERVICE TRAINING FROM EXPERTS IN THE FIELD OF GERONTOLOGY AND PRESENTATIONS ON OTHER RELEVANT TOPICS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0924359
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0641810
IRS990/ProgSrvcAccomActy3Grp/Desc0PREVENTATIVE MENTAL HEALTH DEPARTMENT (PMHD)THE PROGRAM IS DESIGNED TO IDENTIFY AND REDUCE MENTAL HEALTH SYMPTOMS AND RISKS IN ISOLATED AND OLDER ADULTS IN ORANGE COUNTY. THE GOAL OF THE PROGRAM IS TO INCREASE SOCIAL FUNCTIONING BY RECONNECTING CLIENTS WITH MEANINGFUL COMMUNITY ACTIVITIES THAT REINFORCE HEALTHY LIFE PATTERNS AND GOOD MENTAL HEALTH. TO VOLUNTEER FOR OUR FRIENDLY VISITOR AND RECONNECT SOCIALIZATION PROGRAMS INDIVIDUALS MUST COMPLETE A TWO AND A HALF HOUR TRAINING SESSION, ATTEND IN-SERVICE MEETINGS, AND PARTICIPATE IN ONGOING MONITORING FROM COUNCIL ON AGING STAFF.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0901363
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0709750
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ANSWERS GUIDE: ANSWERS GUIDE IS ORANGE COUNTY'S ONLY COMPREHENSIVE SOURCE FOR INFORMATION ON HOUSING, CAREGIVING, HEALTHCARE RESOURCES, AND COMMUNITY SERVICES TO HELP SENIORS AND THEIR FAMILIES SUCCESSFULLY NAVIGATE THE AGING EXPERIENCE. THERE WERE 70,000 GUIDES PUBLISHED AND DISTRIBUTED ANNUALLY.SENIOR PROTECTION PROGRAM AND FINANCIAL ABUSE SPECIALIST TEAM (FAST): A PROGRAM THAT REFERS INDIVIDUALS TO APPROPRIATE COMMUNITY RESOURCES AND EDUCATES THEM ABOUT PROTECTING THEMSELVES OR A LOVED ONE FROM FRAUD COMMITTED BY SCAM ARTISTS, CAREGIVERS, FRIENDS, AND FAMILY MEMBERS.COMBINED TOTAL OTHER PROGRAM SERVICES:
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0463810
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0377982
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0658967
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0917
IRS990/PYOtherExpensesAmt01318437
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03539228
IRS990/PYRevenuesLessExpensesAmt0-240592
IRS990/PYSalariesCompEmpBnftPaidAmt03121267
IRS990/PYTotalExpensesAmt04439704
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04199112
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-240604
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01859047
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011259
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0845743
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0658967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01251874

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$1.91$3.61$11.0$8.18$2.80
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$2.10$0.80$7.48$7.65$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$1.07$0.96$6.84$6.44$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$1.19$0.57$6.43$6.43$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$1.13$0.56$5.93$5.79$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.79$0.42$4.71$4.75$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.80$0.45$4.61$4.69$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.61$0.53$4.43$4.68$0.24
2016Summary only. Only limited summary data is available for this year.$1.55$0.51$1.04$4.20$4.44$0.24
2015Detailed filing. Detailed filing data is available for this year.$1.81$0.53$1.28$4.50$4.18$0.33
2014Detailed filing. Detailed filing data is available for this year.$1.40$0.45$0.95$3.42$3.31$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.36$0.84$2.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.32$0.84$2.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.29$0.77$2.25