Council On Aging Services For Seniors
- Assets
- $9.3m
- Revenue
- $5.5m
- Investments
- $0.0
- Employees
- 88
- Location
- Santa Rosa, CA
- Founding
- 03/1967
- Data as of
- 06/2022
- 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 06/2022, Council On Aging Services For Seniors employed 88 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 06/2022, Council On Aging Services For Seniors generated $5.5m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.5% each year. All expenses for the organization totaled $5.5m during the year ending 06/2022. While expenses have increased by 3.3% per year over the past 7 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
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE COUNCIL ON AGING PROVIDES ESSENTIAL SERVICES TO OUR SENIOR COMMUNITY THROUGH AN INTEGRATED NETWORK OF PROGRAMS WORKING TOGETHER TO FULFILL OUR CLIENTS' NEEDS. WE CURRENTLY HAVE 16 PROGRAMS INCLUDING: MEALS ON WHEELS, SENIOR DINING SITES, INFORMATION AND ASSISTANCE, CASE MANAGEMENT, DAILY MONEY MANAGEMENT, TRUSTS & CONSERVATORSHIPS, FAMILY JUSTICE CENTER ADVOCACY, MENTAL HEALTH PEER SUPPORT, SENIOR SOCIAL CLUBS, PREVENTION & EARLY INTERVENTION, SENIOR NEWSPAPER, AND SENIOR GAMES.
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. WE SERVE HEART-HEALTHY, NO ADDED SALT AND LOW-FAT MEALS PROVIDING ONE-THIRD OF THE RECOMMENDED DIETARY REQUIREMENTS FOR SENIORS. THERE ARE THREE OPTIONS TO SELECT FROM POULTRY, BEEF/PORK/FISH, AND VEGETARIAN.
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.
OUR COMMUNITY DINING SERVES ON-SITE NUTRITIOUS MEALS AT SENIOR CENTERS AND SENIOR HOUSING SITES IN SANTA ROSA, SEBASTOPOL, SONOMA, WINDSOR, ROHNERT PARK, HEALDSBURG, AND CLOVERDALE. WE SERVE HEART-HEALTHY, NO ADDED SALT AND LOW-FAT MEALS PROVIDING ONE-THIRD OF THE RECOMMENDED DIETARY REQUIREMENTS FOR SENIORS. THE GOAL IS TO PROVIDE A NUTRITIOUS MEAL WHILE ENCOURAGING SOCIALIZING THROUGH FOOD, FUN, AND CONVERSATION. WE ALSO PROVIDE ONGOING NUTRITION EDUCATION TO OUR ACTIVE AGING COMMUNITY.
OUR PROFESSIONAL FIDUCIARIES PROVIDE CRITICAL SERVICES TO SONOMA COUNTY SENIORS INCLUDING BASIC BILL PAYING, INVESTMENT MANAGEMENT OVERSIGHT, AND FILING TAX RETURNS. WE ALSO MANAGE PERSONAL MATTERS FOR CLIENTS INCLUDING DAILY CARE, HOUSING, AND MEDICAL NEEDS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John Reyes Treasurer | OfficerTrustee | 2.75 | $0 |
Bonnie Burrell Secretary | OfficerTrustee | 2.75 | $0 |
Joseph Huang Board Member | Trustee | 2.75 | $0 |
Corrine Lorenzen Chair | OfficerTrustee | 2.75 | $0 |
James Devore Board Member | Trustee | 2.75 | $0 |
John Pearson Board Member | Trustee | 2.75 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Nelson Connects Temporary Employees | 6/29/22 | $138,804 |
Jadent Inc Telephone Appeal | 6/29/22 | $104,730 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $189,033 |
| Related organizations | $0 |
| Government grants | $2,820,228 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,104,418 |
| Noncash contributions included in lines 1a–1f | $1,725 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $5,113,679 |
| Total Program Service Revenue | $230,017 |
| Investment income | $109,822 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $90,888 |
| Net Gain/Loss on Asset Sales | -$41,914 |
| Net Income from Fundraising Events | $20,813 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $5,546,408 |
| 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. | $150,759 |
| Compensation of current officers, directors, key employees. | $2,878 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,183,137 |
| Pension plan accruals and contributions | $36,605 |
| Other employee benefits | $326,679 |
| Payroll taxes | $207,516 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $16,248 |
| Fees for services: Accounting | $29,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $454,200 |
| 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 | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $160,285 |
| Insurance | $67,253 |
| All other expenses | $259,299 |
| Total functional expenses | $5,530,987 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $527,191 |
| Savings and temporary cash investments | $272,030 |
| Pledges and grants receivable | $251,966 |
| Accounts receivable, net | $388,296 |
| 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 | $44,853 |
| Net Land, buildings, and equipment | $4,853,572 |
| Investments—publicly traded securities | $2,882,454 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $31,037 |
| Total assets | $9,275,609 |
| Accounts payable and accrued expenses | $302,083 |
| 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 | $114,398 |
| Total liabilities | $416,481 |
| Net assets without donor restrictions | $8,756,011 |
| Net assets with donor restrictions | $103,117 |
| 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 | $9,275,609 |