Liabilities / Assets
40th percentile
Higher debt load relative to assets than 40% of similar nonprofits.
EIN 95-3081997 • 501(c)3 • Santa Clarita, CA
Profile
Providing a full range of services for seniors and the community to enhance independence, dignity and quality of life through 19 programs and services. Services include a full Senior Center, Meals on Wheels for Santa Clarita and Antelope Valleys and support services.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
40th percentile
Higher debt load relative to assets than 40% of similar nonprofits.
Liabilities / Revenue
38th percentile
Higher debt load relative to revenue than 38% of similar nonprofits.
Net Margin
72nd percentile
Higher net margin than 72% of similar nonprofits.
Top Officer Pay
54th percentile
Higher top officer pay than 54% of similar nonprofits.
Top officer pay equals 1.2% of source-year revenue.
Asset Growth
76th percentile
Faster asset growth than 76% of similar nonprofits.
Revenue Growth
73rd percentile
Faster revenue growth than 73% of similar nonprofits.
Assets
Up$21,459,421
Up $2,720,904 (+15%) from 2023
Liabilities
Down$2,140,780
Down $315,148 (-13%) from 2023
Net Assets
Up$19,318,641
Up $3,036,052 (+19%) from 2023
Revenue
Up$16,081,170
Up $3,030,469 (+23%) from 2023
Expenses
Up$13,227,757
Up $808,568 (+6.5%) from 2023
Net Income
Up$2,853,413
Up $2,221,901 (+352%) from 2023
Most recent year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
Providing a full range of services for seniors and the community to enhance independence, dignity and quality of life through 19 programs and services. Services include a full Senior Center, several meal programs and support services.
The SCVCOA provides a comprehensive list of services and programs that emanate from the Center and also provide services in the Antelope Valley. See Schedule O for more details.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Other Securities | $13,931,358 | $13,931,358 | → $0 |
| Savings and Temporary Cash Investments | $16,596 | $2,924,301 | ▲ $2,907,705 |
| Cash and Non-Interest-Bearing Accounts | $1,586,312 | $1,393,222 | ▼ $193,090 |
| Land, Buildings, and Equipment, Net | $829,747 | $1,347,207 | ▲ $517,460 |
| Pledges and Grants Receivable | $1,769,734 | $1,145,749 | ▼ $623,985 |
| Investments in Publicly Traded Securities | $266,392 | $302,786 | ▲ $36,394 |
| Prepaid Expenses and Deferred Charges | $159,191 | $87,662 | ▼ $71,529 |
| Inventories for Sale or Use | $85,358 | $66,888 | ▼ $18,470 |
| Accounts Receivable | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Total Assets | $18,738,517 | $21,459,421 | ▲ $2,720,904 |
| Other Assets Total | $93,829 | $260,248 | ▲ $166,419 |
| Liabilities | |||
| Other Liabilities | $349,378 | $1,155,632 | ▲ $806,254 |
| Accounts Payable and Accrued Expenses | $2,105,588 | $980,510 | ▼ $1,125,078 |
| Deferred Revenue | $962 | $4,638 | ▲ $3,676 |
| Total Liabilities | $2,455,928 | $2,140,780 | ▼ $315,148 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $15,777,511 | $18,536,201 | ▲ $2,758,690 |
| Net Assets With Donor Restrictions | $505,078 | $782,440 | ▲ $277,362 |
| Total Net Assets Fund Balance | $16,282,589 | $19,318,641 | ▲ $3,036,052 |
| Total Liabilities and Net Assets / Fund Balance | $18,738,517 | $21,459,421 | ▲ $2,720,904 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $1,191,305 | $934,705 | $2,126,010 |
| Other Land Buildings | $155,902 | $339,665 | $495,567 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Kevin MacDonald | CEO | FT | $182,818 | $14,022 | $196,840 |
| Lori Pin | CFO | FT | $127,433 | $604 | $128,037 |
| Name | Title |
|---|---|
| Julie Sturgeon | Past President |
| Bonnie Teaford | President |
| Vinod Assomull MD | Vice President |
| Andrew Dervin | Board Member |
| Brent Braun | Board Member |
| Christopher Avelino MD | Board Member |
| Don Kimball | Board Member |
| Donna Hill | Board Member |
| Jackie Hartmann | Board Member |
| Sharlene Johnson | Board Member |
| Tony Watson | Board Member |
| Vanessa Wilk | Board Member |
| Alyssa Steidl | Secretary |
| Elizabeth Hopp | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $7,479,610 |
| Salaries, Compensation, and Employee Benefits | $5,748,147 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $4,546,336 | - | - | $4,546,336 |
| All Other Expenses | $1,142,445 | $71,546 | - | $1,213,991 |
| Other Employee Benefits | $475,681 | $1,258 | - | $476,939 |
| Payroll Taxes | $363,411 | - | - | $363,411 |
| Current Officers, Directors, Trustees, and Key Employees | $347,145 | - | - | $347,145 |
| Other Expenses | $197,164 | $144,605 | - | $341,769 |
| Insurance | $320,214 | $820 | - | $321,034 |
| Fees for Services Legal | - | $223,675 | - | $223,675 |
| Travel | $91,533 | $1,129 | - | $92,662 |
| Occupancy | $21,818 | $31,200 | - | $53,018 |
| Information Technology | $48,816 | - | - | $48,816 |
| Fees for Services Accounting | $28,092 | - | - | $28,092 |
| Advertising | $11,057 | $4,000 | - | $15,057 |
| Pension Plan Contributions | $14,316 | - | - | $14,316 |
| Conferences and Meetings | $539 | $12,735 | - | $13,274 |
| Interest | - | $316 | - | $316 |
| Office Expenses | - | $230 | - | $230 |
| Total Functional Expenses | $12,736,080 | $491,677 | $0 | $13,227,757 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $14,062,288 |
| Expenses per Audited Statements | $13,227,757 |
| Total Expenses per Form 990 | $13,227,757 |
| Expenses Not Reported on Form 990 | $834,531 |
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $115,217 |
| Fundraising Direct Expenses | $40,663 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Celebrity Waiter | $159,799 | $115,217 | $36,635 | $78,582 |
| Total Events | $159,799 | $115,217 | $40,663 | $74,554 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
| Liability | Amount |
|---|---|
| Government Funded Assets | $895,384 |
| Operating lease liability | $260,248 |
“The Form 990 is given to the Finance Committee and Board of Directors for review prior to filing.”
“Annually, the Board of Directors sign a statement to disclose the conflict of interest, if any. Members are requested to inform the Board of Directors of any such changes during the course of the year. The Board Secretary monitors the compliance of the policy.”
“The Executive Director's compensation is reviewed by the President and the Executive Committee who then make a recommendation to the Board of Directors. Salary recommendations for other key members of the management team are recommended by the Executive Director and are included and identified with the submission of the annual budget. The budget is first analyzed by the Finance Committee and then presented to the full Board of Directors for approval. The committee and the board utilize comparability data tools such as the Center for Non-Profit Management provided annually by the Southern California Association of Nonprofits.”
“Salary recommendations for other key employees are recommended by the Executive Director and are included and identified with the submission of the annual budget. The budget is first analyzed by the Finance Committee and then presented to the full Board of Directors for approval. The committee and the board utilize comparability data tools such as the Center for Non-Profit Management provided annually by the Southern California Association of Nonprofits.”
“SCVCOA makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”
“Government funded assets depreciation = $182639”
“The SCVCOA and the Center currently serves more than 10,000 individuals annually through varied programming that includes Congregate and Meals on Wheels programs in both the Santa Clarita Valley and the Antelope Valley, Intergenerational Recreation and Life Long Learning, Adult Day Care, Housing Rehabilitation and Home Modifications, Transportation, and Counseling Services. The Center also maintains vital community collaborations that provide programs such as Legal Assistance, Senior Training and Employment and Health and Wellness programs.”
“SCVCOAC is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code and California income taxes under section 23701(d) of the California Revenue and Taxation Code. SCVCOAC is also exempt from federal unemployment tax. The IRS classified SCVCOAC as one that is not a private foundation within the meaning of section 509(a) of the Code because it is an organization described in section(s) 509(a)(1) and 170(b)(1)(A)(vi).SCVCOAC has adopted Financial Accounting Standards Board Accounting Standards Codification (ASC) Section 740-10, which clarifies the accounting for uncertainty in income taxes. ASC Section 740-10 prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. ASC Section 740-10 requires that an organization recognize in the financial statements the impact of the tax position if that position will more likely than not be sustained on audit, based on the technical merits of the position. As of and for the year ended June 30, 2024, SCVCOAC had no material unrecognized tax benefits, tax penalties or interest.SCVCOACs Forms 990, Return of Organization Exempt from Income Tax, for the years ending June 30; 2023, 2022 and 2021, are subject to examination by the IRS, generally for 3 years after they were filed.SCVCOAs Forms 199, California Exempt Organization Return, for each of the tax years ended June 30, 2023, 2022, 2021, and 2020, are subject to examination by the Franchise Tax Board, generally for 4 years after they were filed.”
“Government funded assets depreciation $182639 Special event expenses $40663”
“Special event expenses $40663”
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/CashNonInterestBearingGrp/EOYAmt | 0 | 1393222 |
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| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 0 |
| IRS990/Desc | 0 | The SCVCOA and the Center currently serves more than 10,000 individuals annually through varied programming for the Santa Clarita Valley and Antelope Valley that includes but is not limited to: congregate and home delivered meals (Meals on Wheels), recreation and lifelong learning, adult day care, case management and support services, handyworker program and consumer education and advocacy. |
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| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 505078 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 782440 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 121 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 12736080 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
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| IRS990/FederalGrantAuditRequiredInd | 0 | true |
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| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
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| IRS990/ForeignOfficeInd | 0 | false |
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| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
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| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 3.00 |
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| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 3.00 |
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| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
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| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Alyssa Steidl |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Brent Braun |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Sharlene Johnson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Andrew Dervin |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Don Kimball |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Vanessa Wilk |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Jackie Hartmann |
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| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | Christopher Avelino MD |
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| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
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| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
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| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | Board Member |
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| IRS990/ProgramServiceRevenueGrp/Desc | 2 | Nutrition & Counseling |
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| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
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