Council On Aging-Southern California Inc is located in Irvine, CA. The organization was established in 1974. 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-Southern California Inc employed 102 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Council On Aging-Southern California Inc 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-Southern California Inc generated $6.4m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 6.1% each year. All expenses for the organization totaled $6.4m during the year ending 06/2021. While expenses have increased by 7.5% 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
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROMOTE INDEPENDENCE, HEALTH, AND DIGNITY OF OLDER ADULTS THROUGH EDUCATION AND ADVOCACY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
HEALTH INSURANCE COUNSELING AND ADVOCACY PROGRAM (HICAP) COUNSELORS PROVIDE EDUCATIONAL SEMINARS AND INDIVIDUAL COUNSELING SESSIONS TO EXISTING AND NEWLY ELIGIBLE MEDICARE BENEFICIARIES ABOUT MEDICARE AND RELATED INSURANCE COVERAGE TO HELP MEDICARE BENEFICIARIES MAXIMIZE THEIR BENEFITS AND MINIMIZE COSTS IN ORANGE, RIVERSIDE, SAN BERNARDINO, INYO, AND MONO COUNTIES. COUNSELING IS AVAILABLE BY TELEPHONE OR IN PERSON AT MORE THAN 60 SITES THROUGHOUT THE FIVE COUNTIES. ALL HICAP COUNSELORS MUST SUCCESSFULLY COMPLETE AT LEAST 24 HOURS OF TRAINING, 10 HOURS OF INTERNSHIP, AND PASS A 100 QUESTION EXAM TO ACHIEVE CALIFORNIA DEPARTMENT OF AGING STATE REGISTRATION. AFTERWARDS, COUNSELORS MUST MEET ANNUAL COUNSELING AND CONTINUING EDUCATION REQUIREMENTS (AT LEAST 55 HOURS) TO MAINTAIN THEIR REGISTRATION.
ADVOCATES FOR NURSING HOME RESIDENTS (LONG-TERM CARE OMBUDSMAN SERVICE): THE STATE-CERTIFIED LONG-TERM CARE OMBUDSMEN PROTECT THE RIGHTS OF APPROXIMATELY 29,000 OLDER AND DISABLED ADULTS IN ORANGE COUNTY AND 15,000 IN RIVERSIDE COUNTY WHO RESIDE IN SKILLED NURSING AND RESIDENTIAL CARE FACILITIES. THE LONG-TERM CARE OMBUDSMEN INVESTIGATE ALLEGATIONS OF ABUSE AND NEGLECT OF LONG-TERM CARE RESIDENTS AND MAKE UNANNOUNCED VISITS TO 1,600 FACILITIES ACROSS BOTH COUNTIES. CERTIFIED OMBUDSMEN SUCCESSFULLY COMPLETE A 36-HOUR CERTIFICATION TRAINING AND LOG AT LEAST 10 HOURS OF MENTORED FIELD TRAINING. TO MAINTAIN THEIR CERTIFICATION, OMBUDSMEN RECEIVE 2-4 HOURS PER MONTH OF CONTINUING EDUCATION RELEVANT TO OMBUDSMAN WORK.
PREVENTATIVE MENTAL HEALTH DEPARTMENT (PMHD): THE DEPARTMENT OFFERS COUNTY-WIDE PREVENTION AND EARLY INTERVENTION TO OLDER ADULTS WHO ARE EXPERIENCING MENTAL HEALTH BARRIERS LATER IN LIFE. THE GOAL OF THE DEPARTMENT IS TO IMPROVE THE BIOPSYCHOSOCIAL HEALTH AND OVERALL WELL-BEING OF COMMUNITY-DWELLING OLDER ADULTS IN ORANGE COUNTY. DEPARTMENT VOLUNTEERS ARE REQUIRED TO SUCCESSFULLY COMPLETE 3-HOUR TRAINING CLASS. DEPARTMENT INTERNS ARE REQUIRED TO COMPLETE A 60-HOUR TRAINING THAT INCLUDES DIDACTIC AND EXPERIENTIAL TECHNIQUES, MODELING AND DEMONSTRATIONS, STAFF SHADOWING, VIDEO AND AUDIO LECTURES, AND PROVIDERS SITE VISITS PRIOR TO START DELIVERING DIRECT SERVICES. ALL INTERNS AND VOLUNTEERS MUST COMPLETE A BACKGROUND CHECK AND SANCTION SCREENINGS.
SENIOR PROTECTION PROGRAM (SPP) AND FINANCIAL ABUSE SPECIALIST TEAM (FAST): THE PROGRAM PROVIDES EDUCATIONAL AWARENESS OF FINANCIAL ELDER ABUSE ISSUES ON A NATIONAL AND COMMUNITY LEVEL WHILE PROVIDING REFERRALS TO APPROPRIATE AGENCIES FOR THE INVESTIGATION OF FINANCIAL ABUSE CASES. SPP IS ALSO PART OF THE FAST WHICH IS A MULTI-DISCIPLINARY VOLUNTEER GROUP THAT ASSISTS ADULT PROTECTIVE SERVICES, THE OMBUDSMEN, LAW ENFORCEMENT AND ATTORNEYS IN RESOLVING COMPLICATED MATTERS OF ABUSE.SMILEMAKERS PROGRAM: THE PROGRAM IS VOLUNTEER SERVICE GROUP THAT COORDINATES, SOLICITS, AND DISTRIBUTES DONATED PERSONAL HOLIDAY GIFTS TO INDIVIDUALS IN LICENSED CARE FACILITIES THROUGHOUT ORANGE AND RIVERSIDE COUNTIES. CONCIERGE CARE NAVIGATORS(CCN): CONCIERGE CARE NAVIGATORS IS LED BY A REGISTERED NURSE AND GERONTOLOGIST TEAM WHO SPECIALIZE IN GERIATRIC CARE MANAGEMENT AND ADVOCACY. CCN NURSES CREATE ONLINE, PERSONALIZED CARE PLANS FOR CLIENTS IN CONJUNCTION WITH THEIR FAMILY AND HEALTH CARE PROVIDERS. THE PLAN INCLUDES MEDICAL AND NON-MEDICAL GOALS AND IS ACCESSIBLE 24/7. CCN NURSES WORK WITH CLIENTS TO IMPLEMENT THE PLAN, PROVIDING ADVICE, INSIGHT, AND SUPPORT.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Lisa Wright Jenkins President & CEO | Officer | 40 | $161,629 |
Valerie Usher Controller | Officer | 40 | $116,525 |
Madhu Vijay Board Treasurer | OfficerTrustee | 1 | $0 |
Daryl Yeelitt Board Chair | OfficerTrustee | 1 | $0 |
Ken Cornelison Board Secretary | OfficerTrustee | 1 | $0 |
Dan Holtz Vice Chair | OfficerTrustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $164,566 |
Related organizations | $0 |
Government grants | $5,190,099 |
All other contributions, gifts, grants, and similar amounts not included above | $905,211 |
Noncash contributions included in lines 1a–1f | $143,300 |
Total Revenue from Contributions, Gifts, Grants & Similar | $6,259,876 |
Total Program Service Revenue | $165,580 |
Investment income | $135 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $6,425,591 |
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. | $278,155 |
Compensation of current officers, directors, key employees. | $8,345 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $3,346,817 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $429,125 |
Payroll taxes | $260,317 |
Fees for services: Management | $0 |
Fees for services: Legal | $2,576 |
Fees for services: Accounting | $36,920 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $220,717 |
Advertising and promotion | $328,600 |
Office expenses | $273,351 |
Information technology | $76,167 |
Royalties | $0 |
Occupancy | $511,395 |
Travel | $21,440 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $59,292 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $47,963 |
Insurance | $23,940 |
All other expenses | $0 |
Total functional expenses | $6,430,963 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $657,984 |
Savings and temporary cash investments | $0 |
Pledges and grants receivable | $824,716 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $210,622 |
Net Land, buildings, and equipment | $6,677 |
Investments—publicly traded securities | $0 |
Investments—other securities | $43,912 |
Investments—program-related | $0 |
Intangible assets | $11,111 |
Other assets | $0 |
Total assets | $1,755,022 |
Accounts payable and accrued expenses | $575,216 |
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 | $614,191 |
Total liabilities | $1,189,407 |
Net assets without donor restrictions | $256,092 |
Net assets with donor restrictions | $309,523 |
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 | $1,755,022 |
Over the last fiscal year, we have identified 10 grants that Council On Aging-Southern California Inc has recieved totaling $259,645.
Awarding Organization | Amount |
---|---|
Hoag Memorial Hospital Presbyterian Newport Beach, CA | | $115,000 |
Kaiser Foundation Hospitals Oakland, CA PURPOSE: Capacity Building To Increase Access To Care | $75,000 |
Sun Family Foundation Fountain Valley, CA PURPOSE: HEALTHCARE | $50,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: HUMAN SERVICES | $13,600 |
Edwards Lifesciences Foundation Irvine, CA PURPOSE: COMMUNITY GRANT | $5,000 |
Edwards Lifesciences Foundation Irvine, CA PURPOSE: MATCHING GIFTS GRANT | $400 |
Beg. Balance | $34,176 |
Earnings | -$389 |
Net Contributions | $10,125 |
Ending Balance | $43,912 |
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 |