Council On Aging Services For Seniors
- Assets
- $9.7m
- Revenue
- $5.8m
- Investments
- $0.0
- Employees
- 80
- Location
- Santa Rosa, CA
- Founding
- 03/1967
- Data as of
- 06/2021
- EIN
- 94-6138714
Organization Overview
Council On Aging Services For Seniors is located in Santa Rosa, CA. The organization was established in 1967. According to its NTEE Classification (P81) the organization is classified as: Senior Centers, under the broad grouping of Human Services and related organizations. As of 06/2021, Council On Aging Services For Seniors employed 80 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Council On Aging Services For Seniors is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Council On Aging Services For Seniors generated $5.8m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 3.7% each year. All expenses for the organization totaled $5.2m during the year ending 06/2021. While expenses have increased by 2.9% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SEE SCHEDULE O
Describe the Organization's Program Activity:
HOME DELIVERED MEALS (MEALS ON WHEELS) IS OUR LARGEST PROGRAM. WE PREPARE AND DELIVER OVER 175,500 MEALS ANNUALLY TO HOMEBOUND SENIORS ACROSS MOST OF SONOMA COUNTY. THESE INCLUDE REGULAR MEALS AS WELL AS DIABETIC, RENAL, LOW SODIUM, AND VEGETARIAN SELECTIONS.
OUR SENIOR DINING SITES SERVE 35,500 ON-SITE MEALS ANNUALLY AT SENIOR CENTERS OR SENIOR HOUSING SITES IN SANTA ROSA, SEBASTOPOL, SONOMA, WINDSOR, ROHNERT PARK, HEALDSBURG AND CLOVERDALE. THESE SERVED MEALS ENCOURAGE SOCIALIZING AMONG PARTICIPANTS, AS WELL AS DELIVERING ONGOING EDUCATION AND ESSENTIAL NUTRITION TO OUR ACTIVE AGING COMMUNITY.
THE MONEY MANAGEMENT SERVICES PROGRAM PROVIDES A COUNSELOR WHO WILL MAKE SURE THE SENIOR'S FINANCIAL OBLIGATIONS ARE MET. THE COUNSELOR WRITES, MAILS, OR DEPOSITS CHECKS; KEEPS TRACK OF EXPENSES, INCOME, AND FINANCIAL RECORDS; AND MAINTAINS BANK ACCOUNTS. FOR THE SENIOR WHO NEEDS MORE HELP, COA APPLIES FOR A PAYEESHIP OR DURABLE POWER OF ATTORNEY TO ASSUME RESPONSIBILITY FOR THE CLIENT'S ASSETS.
OTHER PROGRAM SERVICES INCLUDE CASE MANAGEMENT, TRUST MANAGEMENT SERVICES, ADULT DAY CARE SERVICES, SENIOR ESTATE PLANNING, VOLUNTEER SERVICES, INFORMATION AND REFERRAL SERVICES, SENIOR CARE COORDINATION, ELDER ABUSE ADVOCACY, HOUSING AND OTHER PROGRAM SERVICES AS NECESSARY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Marrianne Mcbride President & CEO | Officer | 37.5 | $133,976 |
John Reyes Treasurer | OfficerTrustee | 2.75 | $0 |
Bonnie Burrell Secretary | OfficerTrustee | 2.75 | $0 |
Corrine Lorenzen Vice Chair | OfficerTrustee | 2.75 | $0 |
Frank Pugh Chair | OfficerTrustee | 2.75 | $0 |
Deborah Roberts Board Member | Trustee | 2.75 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $125,229 |
| Related organizations | $0 |
| Government grants | $3,623,535 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,505,484 |
| Noncash contributions included in lines 1a–1f | $16,850 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $5,254,248 |
| Total Program Service Revenue | $428,469 |
| Investment income | $49,713 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $46,683 |
| Net Income from Fundraising Events | -$17,883 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $5,802,266 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $159,381 |
| Compensation of current officers, directors, key employees. | $2,277 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,958,817 |
| Pension plan accruals and contributions | $28,018 |
| Other employee benefits | $219,066 |
| Payroll taxes | $195,515 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $1,846 |
| Fees for services: Accounting | $26,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $617,439 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $1,763 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $149,829 |
| Insurance | $57,271 |
| All other expenses | $392,149 |
| Total functional expenses | $5,227,624 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $453,797 |
| Savings and temporary cash investments | $466,256 |
| Pledges and grants receivable | $35,309 |
| Accounts receivable, net | $677,709 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $24,210 |
| Prepaid expenses and deferred charges | $156,188 |
| Net Land, buildings, and equipment | $4,838,291 |
| Investments—publicly traded securities | $2,993,841 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $19,919 |
| Total assets | $9,665,520 |
| Accounts payable and accrued expenses | $323,235 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $74,489 |
| Total liabilities | $397,724 |
| Net assets without donor restrictions | $9,162,513 |
| Net assets with donor restrictions | $105,283 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $9,665,520 |
Grants Recieved
Over the last fiscal year, we have identified 23 grants that Council On Aging Services For Seniors has recieved totaling $129,741.
| Awarding Organization | Amount |
|---|---|
Community Foundation Sonoma County Santa Rosa, CA PURPOSE: FOR MEALS ON WHEELS AND HYBRID PROGRAMMING | $62,250 |
Medtronic Communities Foundation Minneapolis, MN PURPOSE: SPOTLIGHT GRANT MILESTONE PAYMENT | $20,000 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $14,248 |
Meals On Wheels America Arlington, VA PURPOSE: PROJECT SUPPORT AND OTHER SERVICES | $10,000 |
Community Foundation Of Mendocino County Inc Ukiah, CA PURPOSE: MEALS ON WHEELS/NUTRITION PROGRAM SUPPORT | $10,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: HEALTH | $9,370 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Sourcewise Santa Clara, CA | $7,993,096 | $17,866,035 |
Pima Council On Aging Inc Tucson, AZ | $10,290,205 | $15,552,044 |
Fsl Programs Phoenix, AZ | $5,562,893 | $15,840,626 |
Serving Seniors San Diego, CA | $23,762,987 | $13,598,474 |
Vivalon San Rafael, CA | $15,091,831 | $11,530,268 |
Lanakila Pacific Honolulu, HI | $36,113,622 | $9,198,023 |
Santa Clarita Valley Committee On Aging Inc Santa Clarita, CA | $16,850,668 | $9,699,649 |
Onegeneration Van Nuys, CA | $6,251,493 | $9,815,595 |
Fsl Pathways Phoenix, AZ | $5,868,653 | $8,387,285 |
Grey Bears Santa Cruz, CA | $7,420,160 | $8,377,018 |
On Lok Day Services San Francisco, CA | $8,843,870 | $7,180,931 |
Avenidas Palo Alto, CA | $49,752,413 | $6,728,403 |