Civic Intelligence

Council on Aging-Southern California Inc.

990 • Fiscal year 2018 • EIN 95-2874089

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 26, 2019

Organization ProfileWWW.COASC.ORG

View Organization Page

2 Executive Circle No 175Irvine, CA 92614

(714) 479-0107

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Balance Sheet

Assets

Flat

$1,256,795

Flat from 2018

Net Assets

Flat

$454,840

Flat from 2018

Liabilities

Flat

$801,955

Flat from 2018

Revenue And Expenses

Revenue

Flat

$4,612,830

Flat from 2018

Expenses

Flat

$4,692,262

Flat from 2018

Net Income

Flat

-$79,432

Flat from 2018

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 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

2018

Assets$1,256,795
Liabilities$801,955
Net Assets$454,840
Open 2018 Filing

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 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

2018

Revenue$4,612,830
Expenses$4,692,262
Net Income-$79,432
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 26, 2019
Return Version
2017v2.3
Gross Receipts
$4,672,899
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$516,315$759,055▲ $242,740
Prepaid Expenses and Deferred Charges$258,601$258,995▲ $394
Land, Buildings, and Equipment, Net$245,260$161,445▼ $83,815
Cash and Non-Interest-Bearing Accounts$87,894$44,005▼ $43,889
Investments Other Securities$31,164$33,295▲ $2,131
Total Assets$1,139,234$1,256,795▲ $117,561
Liabilities
Accounts Payable and Accrued Expenses$428,064$523,741▲ $95,677
Unsecured Notes Loans Payable-$140,000-
Other Liabilities$123,955$99,164▼ $24,791
Deferred Revenue$55,213$39,050▼ $16,163
Total Liabilities$607,232$801,955▲ $194,723
Net Assets / Fund Balance
Temporarily Rstr Net Assets$263,056$265,742▲ $2,686
Unrestricted Net Assets$268,946$189,098▼ $79,848
Total Net Assets Fund Balance$532,002$454,840▼ $77,162
Total Liabilities and Net Assets / Fund Balance$1,139,234$1,256,795▲ $117,561

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$109,218$530,039$639,257
Leasehold Improvements$43,166$86,371$129,537
Other Land Buildings$9,061$34,867$43,928

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$31,164-▲ $2,458-$33,295
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa W Jenkins Non-votingPresident & CEOFT$143,738$27,957$171,695

Board Members and Trustees

NameTitle
Daryl YeelittBoard Chair
Pamela JungBoard Member
Phong LuuBoard Member
Tony GrigoriouBoard Member
Dan HoltzDirector
Fernando Sauceda IiiDirector
Geoffrey KingDirector
Harry M Barth EsqDirector
Kaaren HallDirector
Karen ClarkDirector
Ken CornelisonDirector
Len W MillerDirector
Linda HughesDirector
Michael WilsonDirector
Bob TurnerSecretary
Madhu VijayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$932,048
Program Service Revenue
$3,680,550
Investment Income
$232
Other Revenue
$0
All Other Contributions
$688,700
Change in Net Assets
$-79,432

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,612,830
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$885,641
Total Revenue per Audited Statements
$5,498,471
Total Revenue per Form 990
$4,612,830
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,165,343
Other Expenses$1,526,919
Total Fundraising Expense$311,322
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,280,365$76,012$177,362$2,533,739
Occupancy$403,867$4,207$12,621$420,695
Other Employee Benefits$243,107$8,015$16,029$267,151
Advertising$195,935$2,084$20,437$218,456
Payroll Taxes$186,258$6,209$14,486$206,953
Current Officers, Directors, Trustees, and Key Employees$141,750$4,725$11,025$157,500
Fees for Services Other$125,630$8,685$11,686$146,001
Office Expenses$117,345$4,585$12,326$134,256
Travel$95,615$1,006$4,026$100,647
Depreciation Depletion$75,434$2,514$5,867$83,815
Information Technology$52,340$3,652$4,869$60,861
Insurance$49,268$5,781$3,301$58,350
Conferences and Meetings$26,050$2,423$1,818$30,291
Fees for Services Accounting$17,753$1,973$2,191$21,917
Interest$8,613--$8,613
Other Expenses$2,040$79,675$332$2,372
Fees for Services Legal-$80-$80
Total Functional Expenses$4,169,314$211,626$311,322$4,692,262

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,575,633
Expenses per Audited Statements$4,692,262
Total Expenses per Form 990$4,692,262
Expenses Not Reported on Form 990$883,371
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$60,069
Fundraising Gross Income$60,069
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$193,658$60,069$60,069$0
Total Events$193,658$60,069$60,069$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$99,164
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
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
2019-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Wright Jenkins
Formed
1973
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
108
Volunteers
953

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, 2018, the organization did not recognize any amount in potential interest and penalties associated with uncertain tax positions.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT & CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0133589
IRS990/FundraisingDirectExpensesAmt060069
IRS990/FundraisingGrossIncomeAmt060069
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt0109759
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04672899
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04869
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03652
IRS990/InformationTechnologyGrp/ProgramServicesAmt052340
IRS990/InformationTechnologyGrp/TotalAmt060861
IRS990/InsuranceGrp/FundraisingAmt03301
IRS990/InsuranceGrp/ManagementAndGeneralAmt05781
IRS990/InsuranceGrp/ProgramServicesAmt049268
IRS990/InsuranceGrp/TotalAmt058350
IRS990/InterestGrp/ProgramServicesAmt08613
IRS990/InterestGrp/TotalAmt08613
IRS990/InvestmentIncomeGrp/ExclusionAmt0232
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0232
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt031164
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt033295
IRS990/IRPDocumentCnt043
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0651277
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0245260
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0161445
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/NetAssetsOrFundBalancesBOYAmt0532002
IRS990/NetAssetsOrFundBalancesEOYAmt0454840
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02270
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt012621
IRS990/OccupancyGrp/ManagementAndGeneralAmt04207
IRS990/OccupancyGrp/ProgramServicesAmt0403867
IRS990/OccupancyGrp/TotalAmt0420695
IRS990/OfficeExpensesGrp/FundraisingAmt012326
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04585
IRS990/OfficeExpensesGrp/ProgramServicesAmt0117345
IRS990/OfficeExpensesGrp/TotalAmt0134256
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt016029
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08015
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0243107
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0267151
IRS990/OtherExpensesGrp/Desc0PRINTING AND GRAPHIC DE
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc3VOLUNTEER AND DONOR REC
IRS990/OtherExpensesGrp/FundraisingAmt03203
IRS990/OtherExpensesGrp/FundraisingAmt19743
IRS990/OtherExpensesGrp/FundraisingAmt2332
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt079675
IRS990/OtherExpensesGrp/ProgramServicesAmt0103559
IRS990/OtherExpensesGrp/ProgramServicesAmt144385
IRS990/OtherExpensesGrp/ProgramServicesAmt22040
IRS990/OtherExpensesGrp/TotalAmt0106762
IRS990/OtherExpensesGrp/TotalAmt179675
IRS990/OtherExpensesGrp/TotalAmt254128
IRS990/OtherExpensesGrp/TotalAmt32372
IRS990/OtherLiabilitiesGrp/BOYAmt0123955
IRS990/OtherLiabilitiesGrp/EOYAmt099164
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0177362
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt076012
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02280365
IRS990/OtherSalariesAndWagesGrp/TotalAmt02533739
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt014486
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06209
IRS990/PayrollTaxesGrp/ProgramServicesAmt0186258
IRS990/PayrollTaxesGrp/TotalAmt0206953
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0516315
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0759055
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0258601
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0258995
IRS990/PrincipalOfficerNm0LISA WRIGHT JENKINS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3624100
IRS990/ProgramServiceRevenueGrp/BusinessCd4624100
IRS990/ProgramServiceRevenueGrp/Desc0HICAP
IRS990/ProgramServiceRevenueGrp/Desc1OMBUDSMAN
IRS990/ProgramServiceRevenueGrp/Desc2PMHD
IRS990/ProgramServiceRevenueGrp/Desc3GUIDE INCOME
IRS990/ProgramServiceRevenueGrp/Desc4FAST
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01603660
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1933124
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2759751
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3253342
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4130673
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01603660
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1933124
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2759751
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3253342
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4130673
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/ExpenseAmt01113204
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0933124
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/ExpenseAmt01003824
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0759751
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: $47,381
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0430038
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0384015
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0845743
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0273
IRS990/PYOtherExpensesAmt01502558
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03588589
IRS990/PYRevenuesLessExpensesAmt0-240604
IRS990/PYSalariesCompEmpBnftPaidAmt03172651
IRS990/PYTotalExpensesAmt04675209
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04434605
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-79432
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01603660
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0932048
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0845743
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0658967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01251874
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0766050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04454682
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0232
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0273
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0917
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03289
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01688
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06399
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt016596909
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99610
IRS990ScheduleA/PublicSupportPY170Pct00.99810
IRS990ScheduleA/PublicSupportTotal170Amt04443904

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,256,795
Liabilities
$801,955
Net assets
$454,840
Revenue
$4,612,830
Expenses
$4,692,262
Net income
-$79,432
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
2018Detailed filing. Detailed filing data is available for this year.$1.26$0.80$0.45$4.61$4.69$0.08
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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