Civic Intelligence

Conejo Valley Senior Concerns Inc

EIN 95-2992927 • 501(c)3 • Thousand Oaks, CA

Profile

Senior concerns' mission is to provide programs and services which support and improve the health, well-being and quality of life for seniors and family caregivers.

401 Hodencamp RoadThousand Oaks, CA 91360

seniorconcerns.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.07x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

46th percentile

0.13x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

48th percentile

3.8%

Higher net margin than 48% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

43rd percentile

2.7%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

41st percentile

3.1%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$5,251,002

Up $135,957 (+2.7%) from 2024

Liabilities

Up

$346,747

Up $5,531 (+1.6%) from 2024

Net Assets

Up

$4,904,255

Up $130,426 (+2.7%) from 2024

Revenue

Up

$2,647,536

Up $78,582 (+3.1%) from 2024

Expenses

Up

$2,547,816

Up $315,441 (+14%) from 2024

Net Income

Down

$99,720

Down $236,859 (-70%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $2,758,109Liabilities 2011: $227,317Net Assets 2011: $2,530,7922011Assets 2012: $2,457,793Liabilities 2012: $212,152Net Assets 2012: $2,245,6412012Assets 2013: $2,413,546Liabilities 2013: $122,190Net Assets 2013: $2,291,3562013Assets 2014: $2,494,434Liabilities 2014: $120,275Net Assets 2014: $2,374,1592014Assets 2015: $2,413,153Liabilities 2015: $76,058Net Assets 2015: $2,337,0952015Assets 2016: $2,340,569Liabilities 2016: $95,071Net Assets 2016: $2,245,4982016Assets 2017: $2,217,592Liabilities 2017: $132,937Net Assets 2017: $2,084,6552017Assets 2018: $2,064,439Liabilities 2018: $85,164Net Assets 2018: $1,979,2752018Assets 2019: $2,043,944Liabilities 2019: $93,509Net Assets 2019: $1,950,4352019Assets 2020: $3,039,509Liabilities 2020: $610,067Net Assets 2020: $2,429,4422020Assets 2021: $3,742,020Liabilities 2021: $307,183Net Assets 2021: $3,434,8372021Assets 2022: $3,968,666Liabilities 2022: $364,601Net Assets 2022: $3,604,0652022Assets 2023: $4,729,670Liabilities 2023: $332,540Net Assets 2023: $4,397,1302023Assets 2024: $5,115,045Liabilities 2024: $341,216Net Assets 2024: $4,773,8292024Assets 2025: $5,251,002Liabilities 2025: $346,747Net Assets 2025: $4,904,2552025

Highlighted filing

2025

Assets$5,251,002
Liabilities$346,747
Net Assets$4,904,255

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,029,428Expenses 2011: $2,009,889Net Income 2011: $19,5392011Revenue 2012: $1,759,105Expenses 2012: $2,022,894Net Income 2012: -$263,7892012Revenue 2013: $1,823,018Expenses 2013: $1,765,676Net Income 2013: $57,3422013Revenue 2014: $1,825,528Expenses 2014: $1,785,075Net Income 2014: $40,4532014Revenue 2015: $1,783,195Expenses 2015: $1,815,747Net Income 2015: -$32,5522015Revenue 2016: $1,873,147Expenses 2016: $1,954,743Net Income 2016: -$81,5962016Revenue 2017: $1,670,991Expenses 2017: $1,864,713Net Income 2017: -$193,7222017Revenue 2018: $1,666,574Expenses 2018: $1,774,033Net Income 2018: -$107,4592018Revenue 2019: $1,912,325Expenses 2019: $1,938,830Net Income 2019: -$26,5052019Revenue 2020: $2,364,432Expenses 2020: $1,879,332Net Income 2020: $485,1002020Revenue 2021: $2,798,369Expenses 2021: $1,826,973Net Income 2021: $971,3962021Revenue 2022: $2,111,150Expenses 2022: $1,913,944Net Income 2022: $197,2062022Revenue 2023: $2,875,871Expenses 2023: $2,086,399Net Income 2023: $789,4722023Revenue 2024: $2,568,954Expenses 2024: $2,232,375Net Income 2024: $336,5792024Revenue 2025: $2,647,536Expenses 2025: $2,547,816Net Income 2025: $99,7202025

Highlighted filing

2025

Revenue$2,647,536
Expenses$2,547,816
Net Income$99,720

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.25$0.35$4.90$2.65$2.55$0.10
2024Detailed filing. Detailed filing data is available for this year.$5.12$0.34$4.77$2.57$2.23$0.34
2023Detailed filing. Detailed filing data is available for this year.$4.73$0.33$4.40$2.88$2.09$0.79
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.36$3.60$2.11$1.91$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.74$0.31$3.43$2.80$1.83$0.97
2020Detailed filing. Detailed filing data is available for this year.$3.04$0.61$2.43$2.36$1.88$0.49
2019Summary only. Only limited summary data is available for this year.$2.04$0.09$1.95$1.91$1.94$0.03
2018Summary only. Only limited summary data is available for this year.$2.06$0.09$1.98$1.67$1.77$0.11
2017Summary only. Only limited summary data is available for this year.$2.22$0.13$2.08$1.67$1.86$0.19
2016Summary only. Only limited summary data is available for this year.$2.34$0.10$2.25$1.87$1.95$0.08
2015Summary only. Only limited summary data is available for this year.$2.41$0.08$2.34$1.78$1.82$0.03
2014Summary only. Only limited summary data is available for this year.$2.49$0.12$2.37$1.83$1.79$0.04
2013Summary only. Only limited summary data is available for this year.$2.41$0.12$2.29$1.82$1.77$0.06
2012Summary only. Only limited summary data is available for this year.$2.46$0.21$2.25$1.76$2.02$0.26
2011Summary only. Only limited summary data is available for this year.$2.76$0.23$2.53$2.03$2.01$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$2,975,047
Mission and Program Overview

Mission

Senior concerns' mission is to provide programs and services which support and improve the health, well-being and quality of life for seniors and family caregivers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,739,538$2,805,963▲ $66,425
Land, Buildings, and Equipment, Net$1,413,401$1,455,171▲ $41,770
Cash and Non-Interest-Bearing Accounts$799,765$866,233▲ $66,468
Accounts Receivable$131,977$104,039▼ $27,938
Prepaid Expenses and Deferred Charges$30,364$19,596▼ $10,768
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$5,115,045$5,251,002▲ $135,957
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$151,283$160,452▲ $9,169
Other Liabilities$142,578$138,490▼ $4,088
Deferred Revenue$47,355$47,805▲ $450
Total Liabilities$341,216$346,747▲ $5,531
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,773,829$4,904,255▲ $130,426
Total Net Assets Fund Balance$4,773,829$4,904,255▲ $130,426
Total Liabilities and Net Assets / Fund Balance$5,115,045$5,251,002▲ $135,957

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$916,331$1,453,313$2,369,644
Equipment$95,145$533,306$628,451
Leasehold Improvements$230,442$65,726$296,168
Land$200,000-$200,000
Other Land Buildings$13,253$6,868$20,121
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Andrea GallagherPresident & CEOFT$143,833$143,833
Ilona ClarkRes Dev Chair-$6,000$6,000

Board Members and Trustees

NameTitle
Veronica AmiciBoard Chair
Kara BussFinance Chair
Arleen PaulinoDirector
Dean SantoroDirector
Heath Hunt ScottDirector
James LaceyDirector
Jenica PolakowDirector
Jennifer LenzoDirector
Kelila HellerDirector
Kerrie SadlerDirector
Lorne Label MdDirector
Marty BlumenthalDirector
Paul ShaneDirector
Peter CapposDirector
Rebecca BuckDirector
Kathryn WiltfongSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,030,304
Program Service Revenue
$1,085,326
Investment Income
$114,025
Other Revenue
$417,881
All Other Contributions
$1,030,304
Change in Net Assets
$99,720

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,647,536
Total Revenue per Audited Statements
$2,647,536
Total Revenue per Form 990
$2,647,536
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,516,950
Other Expenses$1,030,866
Total Fundraising Expense$379,047
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$709,640$247,175$227,113$1,183,928
Current Officers, Directors, Trustees, and Key Employees$86,212$30,029$27,592$143,833
Occupancy$90,227$15,749$12,273$118,249
Payroll Taxes$58,877$30,383$22,642$111,902
Other Expenses$90,207$13,092$32,602$90,207
Depreciation Depletion$80,972--$80,972
Other Employee Benefits$40,664$20,985$15,638$77,287
All Other Expenses$39,254$5,119$16,004$60,377
Office Expenses$20,260$4,220$14,947$39,427
Insurance$23,123$3,364$2,785$29,272
Conferences and Meetings$13,887$1,031$1,797$16,715
Fees for Services Accounting-$12,225-$12,225
Advertising$2,303$237$4,747$7,287
Interest$1,802$901$901$3,604
Travel$2,080$940$6$3,026
Fees for Services Legal$216$240-$456
Total Functional Expenses$1,783,053$385,716$379,047$2,547,816

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,547,816
Total Expenses per Audited Statements$2,547,816
Total Expenses per Form 990$2,547,816
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$745,392
Fundraising Direct Expenses$327,511
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ultimate Dining$397,887$397,887$138,504$259,383
Love Run$192,523$192,523$117,967$74,556
Total Events$745,392$745,392$327,511$417,881
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sba Economic Injury Disaster Loan$138,490
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 35% controlled entity
No
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

A draft of form 990 is provided to the governing board for review and discussion. The form is finalized after management review.

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

The president and chair person of the board monitors the board of directors and resolves any potential or identified conflict. The individual directors of the board of directors sign an annual conflict of interest statement which is reviewed by the chair person, if a circumstance is disclosed. The managers and president monitor the staff. The employee handbook incorporates the policy and the policy is brought up in management meetings and staff educational programs.

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

The board of directors reviews compensation for management employees and approves any changes to compensation.

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

The board of directors reviews compensation for all employees and approves any changes to compensation.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Conejo Valley Senior Concerns Inc
EIN
95-2992927
Phone
8054970189
Address
401 HODENCAMP ROAD, THOUSAND OAKS, CA 91360

Signing Officer

Name
Andrea Gallagher
Title
President & CEO
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrea Gallagher
Formed
1975
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
33
Volunteers
445

Preparer

Firm
Anthony Bonenfant & Co
Address
16633 Ventura Blvd Suite 1005, Encino, CA 91436
Preparer
Anthony P Bonenfant
Phone
8189071975
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IRS990/Form990PartVIISectionAGrp/PersonNm0ANDREA GALLAGHER
IRS990/Form990PartVIISectionAGrp/PersonNm1ILONA CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm2KARA BUSS
IRS990/Form990PartVIISectionAGrp/PersonNm3VERONICA AMICI
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHRYN WILTFONG
IRS990/Form990PartVIISectionAGrp/PersonNm5MARTY BLUMENTHAL
IRS990/Form990PartVIISectionAGrp/PersonNm6HEATH HUNT SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm7REBECCA BUCK
IRS990/Form990PartVIISectionAGrp/PersonNm8DEAN SANTORO
IRS990/Form990PartVIISectionAGrp/PersonNm9PETER CAPPOS
IRS990/Form990PartVIISectionAGrp/PersonNm10KELILA HELLER
IRS990/Form990PartVIISectionAGrp/PersonNm11LORNE LABEL MD
IRS990/Form990PartVIISectionAGrp/PersonNm12JAMES LACEY
IRS990/Form990PartVIISectionAGrp/PersonNm13JENNIFER LENZO
IRS990/Form990PartVIISectionAGrp/PersonNm14ARLEEN PAULINO
IRS990/Form990PartVIISectionAGrp/PersonNm15JENICA POLAKOW
IRS990/Form990PartVIISectionAGrp/PersonNm16KERRIE SADLER
IRS990/Form990PartVIISectionAGrp/PersonNm17PAUL SHANE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Res Dev Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Finance Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
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/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
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IRS990/MissionDesc0SENIOR CONCERNS' MISSION IS TO PROVIDE PROGRAMS AND SERVICES WHICH SUPPORT AND IMPROVE THE HEALTH, WELL-BEING AND QUALITY OF LIFE FOR SENIORS AND FAMILY CAREGIVERS.
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IRS990/OfficeExpensesGrp/FundraisingAmt014947
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt020985
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt040664
IRS990/OtherEmployeeBenefitsGrp/TotalAmt077287
IRS990/OtherExpensesGrp/Desc0FOOD AND SUPPLIES
IRS990/OtherExpensesGrp/Desc1OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc2PROGRAM SERVICE SCHOLARSHIPS
IRS990/OtherExpensesGrp/Desc3DIRECT CONSTITUENT SERVICES
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IRS990/PrincipalOfficerNm0ANDREA GALLAGHER
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IRS990/ProgSrvcAccomActy2Grp/Desc0MEALS ON WHEELS PROGRAM: THE MEALS ON WHEELS PROGRAM ADDRESSES THE GROWING PROBLEM OF FOOD INSECURITY AMONG HOMEBOUND SENIORS. FOOD INSECURITY (LIMITED OR UNCERTAIN AVAILABILITY OF NUTRITIONALLY ADEQUATE AND SAFE FOOD, OR LIMITED AND UNCERTAIN ABILITY TO ACQUIRE ACCEPTABLE FOODS) HAPPENS BECAUSE OF LOW INCOME, PHYSICAL CONSTRAINTS, LACK OF TRANSPORTATION, REDUCED AVAILABILITY OF FOOD, LACK OF SOCIALIZATION, AND REDUCED FOOD INTAKE DUE TO TASTE (TASTE BUDS DECLINE WITH AGE; MEDICATIONS MAY ALTER APPETITES). SENIOR CONCERNS' TEAM OF VOLUNTEER MEALS ON WHEELS DRIVERS DELIVER A HOT LUNCH AND LIGHT DINNER 364 DAYS A YEAR TO HOMEBOUND SENIORS IN THOUSAND OAKS, NEWBURY PARK, WESTLAKE VILLAGE, OAK PARK, AGOURA HILLS AND THE UNINCORPORATED AREA OF LAKE SHERWOOD.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0211403
IRS990/ProgSrvcAccomActy3Grp/Desc0OTHER MEAL PROGRAM: WITH CONGREGATE MEALS SITES CLOSED, THERE HAS BEEN A TREMENDOUS INCREASE IN NEED FOR HOME DELIVERED MEALS IN THE SENIOR POPULATION. SENIOR CONCERNS HAS BEEN OPERATING A TRADITIONAL MEALS ON WHEELS PROGRAM IN THE COMMUNITY SINCE OUR FOUNDING IN 1975. WE PARTNER WITH LOS ROBLES HOSPITAL, WHO PREPARES MEALS FRESH DAILY TO MEET A VARIETY OF NUTRITIONAL NEEDS. TO MEET INCREASED DEMAND, WE HAVE EXPANDED OUR PARTNERSHIPS AND ARE NOW ALSO WORKING WITH A LOCAL RESTAURANT TO PREPARE A PORTION OF THE MEALS. WE HAVE STAFF AT BOTH SITES WHO PACK THE MEALS AND COORDINATE WITH OUR TEAM OF VOLUNTEER DRIVERS TO DELIVER MEALS DAILY TO HOMEBOUND SENIORS IN THOUSAND OAKS, NEWBURY PARK, OAK PARK AND THE VENTURA COUNTY SIDE OF WESTLAKE VILLAGE.WE ARE ALSO THE COORDINATING AGENCY FOR THE VENTURA COUNTY AREA AGENCY ON AGING, WORKING IN OUR COMMUNITY WITH A LOCAL RESTAURANT TO OPERATE A MEAL DELIVERY SERVICE FOR SENIORS IN THE VENTURA COUNTY AREA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0382719
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0372739
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SENIOR ADVOCACY SERVICES: SENIOR CONCERNS' SENIOR ADVOCACY SERVICES TEAM OF SPECIALLY TRAINED SENIOR ADVOCATES PROVIDES CASE MANAGEMENT TO LOW INCOME SENIORS AND THEIR CAREGIVERS IN EASTERN VENTURA COUNTY AND WESTERN LOS ANGELES COUNTY. OUR SENIOR ADVOCATES WORK WITH SENIORS AND THEIR FAMILIES TO CREATE A PLAN FOCUSING ON COMMUNITY SERVICES, LEGAL, HEALTH AND FINANCIAL NEEDS. BASED ON EACH CLIENT'S NEES, WE PROVIDE INFORMATION, REFERRALS AND PERSONAL ADVOCACY IN A VARIETY OF AREAS OF HEALTHCARE, ADULT PROTECTIVE SERVICES AND MEDICARE/MEDICAL/SOCIAL SECURITY.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1CAREGIVER SUPPORT CENTER: AS MORE AND MORE PEOPLE ASSUME THE ROLE OF FAMILY (UNPAID) CAREGIVER, THERE IS AN INCREASED NEED FOR SUPPORTIVE SERVICES FOR THE FAMILY CAREGIVER. SENIOR CONCERNS' CAREGIVER SUPPORT CENTER PROVIDES ONE-ON-ONE FAMILY CONSULTATIONS, INFORMATION AND RESOURCES, SUPPORT, RESPITE AND EDUCATION AT NO COST TO THE FAMILY CAREGIVER.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2PLACEMENT REFERRAL PROGRAM
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1114197
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt022205
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt158702
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt235517
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IRS990/PYRevenuesLessExpensesAmt0336579
IRS990/PYSalariesCompEmpBnftPaidAmt01349182
IRS990/PYTotalExpensesAmt02232375

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