2024-04-22T11:45:46-05:00 2023-06-30 910189318 MOSS ADAMS LLP 21700 OXNARD ST STE 300 WOODLAND HILLS CA 91367 990 2022-07-01 952874089 COUNCIL ON AGING - SOUTHERN CALIFORNIA COUN 7144790107 2 EXECUTIVE CIRCLE 175 IRVINE CA 92614 DARYL YEELITT BOARD CHAIR 7144790107 2024-04-19 1 DARYL YEELITT XXX-XX-XXXX 0 LAUREN A HAVERLOCK P00545829 3104770450 2024-04-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DARYL YEELITT 2 EXECUTIVE CIRCLE 175 IRVINE CA 92614 7584941 0 X WWW.COASC.ORG X 1973 CA TO PROMOTE INDEPENDENCE, HEALTH AND DIGNITY OF OLDER ADULTS THROUGH EDUCATION AND ADVOCACY. 17 17 117 700 0 0 6581487 7100456 254144 290011 133 216 0 90859 6835764 7481542 0 0 0 0 4322781 5324030 0 0 327812 2115332 2323537 6438113 7647567 397651 -166025 2032834 2900594 1071070 2101699 961764 798895 X THE COUNCIL ON AGING -SOUTHERN CALIFORNIA (THE ORGANIZATION"), FORMERLY KNOWN AS COUNCIL ON AGING- ORANGE COUNTY, IS A NONPROFIT ORGANIZATION WHOSE MISSION IS TO PROMOTE THE INDEPENDENCE, HEALTH, DIGNITY OF OLDER ADULTS THROUGH COMPASSION, EDUCATION, AND ADVOCACY. 0 0 1883123 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. 2271299 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. 2249707 PREVENTATIVE MENTAL HEALTH DEPARTMENT (PMHD)/RECONNECT: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. 209671 290011 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. 209671 290011 6613800 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 117 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LISA JENKINS 7144790107 2 EXECUTIVE CIRCLE NO 175 IRVINE CA 92614 DARYL YEELIT BOARD CHAIR 1.00 X X 0 0 0 DAN HOLTZ BOARD VICE CHAIR 1.00 X X 0 0 0 MADHU VIJAY BOARD TREASURER 1.00 X X 0 0 0 KEN CORNELISON BOARD SECRETARY 1.00 X X 0 0 0 JASON AMANSEC MEMBER 1.00 X 0 0 0 DARON AMICK MEMBER 1.00 X 0 0 0 HOWARD GREENBAUM MEMBER 1.00 X 0 0 0 TONY GRIGORIOU MEMBER 1.00 X 0 0 0 KAAREN HALL MEMBER 1.00 X 0 0 0 LINDA HUGHES MEMBER 1.00 X 0 0 0 MICHELLE JORDAN MEMBER 1.00 X 0 0 0 PAMELA JUNG MEMBER 1.00 X 0 0 0 PHONG LUU MEMBER 1.00 X 0 0 0 RAMIN MOUSAVI MEMBER 1.00 X 0 0 0 FRED A RANDALL JR MEMBER 1.00 X 0 0 0 VERONICA GRAY MEMBER (THRU 04/23) 1.00 X 0 0 0 HARRY BARTH MEMBER 1.00 X 0 0 0 KAREN CLARK MEMBER 1.00 X 0 0 0 LISA WRIGHT JENKINS PRESIDENT & CEO 40.00 X 213843 0 12640 TODD HANSON COO 40.00 X 193749 0 1340 CAROLINA GUITIERREZ-RICHAU DIRECTOR OF PMHD 40.00 X 107583 0 6300 KARI BUIST BAKER CERTIFIED NURSE CARE MANAGER 30.00 X 121323 0 6 636498 0 20286 4 0 1 0 0 125904 6299236 675316 144350 7100456 SERVICE FEE 624100 199886 199886 ANSWERS GUIDE 624100 90125 90125 290011 216 216 194258 125904 103399 90859 90859 7481542 290011 0 91075 439014 304687 111065 23262 4167310 3748878 257441 160991 381554 335768 30524 15262 336152 295814 26892 13446 726 457 225 44 42851 42851 306993 193405 95168 18420 660336 647130 6603 6603 249295 211691 17204 20400 157619 99300 48862 9457 467157 411098 37373 18686 90259 89357 451 451 44624 39269 3570 1785 10771 10771 16608 14947 498 1163 32268 15166 16457 645 PROGRAM EXPENSES 165309 130594 34715 PRINTING AND GRAPHIC DE 77629 75300 2329 VOLUNTEER AND DONOR REC 1092 939 153 7647567 6613800 705955 327812 343207 325093 1442183 728574 23128 195129 202025 259827 183869 5328 75958 42543 45442 4444 0 1500374 2032834 2900594 647432 426303 49000 374638 1675396 1071070 2101699 X 568720 431695 393044 367200 961764 798895 2032834 2900594 -166025 3156 0 X X 0 1 X 1 1 1 X 677539 5767725 6259876 6581487 7100456 26387083 677539 5767725 6259876 6581487 7100456 26387083 35237 26351846 369 221 135 133 216 1074 26388157 4906685 0.99860 0.98940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42544 3337 438 45443 43912 -926 442 42544 34176 10125 -389 43912 34677 -153 348 34176 33295 1716 334 34677 1.00000 0.00000 0.00000 1 0 68451 9378 59073 159660 142775 16885 31716 31716 0 75958 OPERATING LEASE RIGHT-OF-USE ASSETS 1500374 1500374 PAYCHECK PROTECTION PROGRAM LOAN 115334 OPERATING LEASE RIGHT-OF-USE LIABILITY 1560062 1675396 X 8502261 3156 1017563 1020719 7481542 0 7481542 8665130 1017563 1017563 7647567 0 7647567 PART V, LINE 4: THE ORGANIZATION HAS OUTSOURCED THE MANAGEMENT OF AN ENDOWMENT FUND TO THE ORANGE COUNTY COMMUNITY FOUNDATION ("OCCF"). THE OVERSIGHT OF THE INVESTMENT PORTFOLIO IS THE RESPONSIBILITY OF THE OCCF INVESTMENT COMMITTEE WHOSE MEMBERS ARE APPOINTED BY AND SERVE THE OCCF BOARD OF DIRECTORS, AND WHICH SHALL ADMINISTER THE INVESTMENT PORTFOLIO IN COMPLIANCE WITH ALL WRITTEN POLICIES APPROVED BY THE OCCF BOARD. ANNUAL DISTRIBUTIONS ARE SUBJECT TO THE POLICIES OF THE OCCF. PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE-LIKELY-THAN-NOT OF BEING SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE ORGANIZATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. DURING THE YEARS ENDED JUNE 30, 2023 AND 2022, THE ORGANIZATION DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. EVENING OF COMEDY 289170 124336 164834 45523 15000 37076 PICKLEBALL 30992 1568 29424 5400 400 320162 125904 194258 50923 15000 37476 103399 90859 X 0 0 0 0 0 0 0 0 0 LISA WRIGHT JENKINS PRESIDENT & CEO 213843 0 0 0 0 0 0 0 12640 0 226483 0 0 0 TODD HANSON COO 193749 0 0 0 0 0 0 0 1340 0 195089 0 0 0 X 144350 COST OF ITEMS 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE FINANCE COMMITTEE. THEY COMMUNICATE WITH THE CPA FIRM TO PREPARE THE FINAL DRAFT OF THE FORM 990, WHICH IS THEN FORWARDED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICT MATTERS ARE BROUGHT TO THE ATTENTION OF THE CEO, OR THE COMPLIANCE OFFICER DISCUSSES THE MATTER WITH THE BOARD CHAIR AND THE BOARD CHAIR DETERMINES HOW THE MATTER SHOULD BE HANDLED OR DISCUSSED FURTHER WITH THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE THEN DETERMINES WHAT ACTIONS (IF ANY) SHOULD BE TAKEN AND THE ISSUE AND RESOLUTION IS DISCUSSED OR DELIBERATED WITH THE BOARD. IF POTENTIAL CONFLICT INVOLVED THE CEO, THEN THE MATTER GOES TO THE BOARD CHAIR WHO DETERMINES HOW THE MATTER SHOULD BE HANDLED OR DISCUSSED FURTHER WITH THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS COMPARABILITY DATA TO DETERMINE COMPENSATION FOR ALL EXECUTIVES IN CONNECTION WITH ANNUAL PERFORMANCE EVALUATIONS. ADDITIONALLY, THE ORGANIZATION'S BOARD OF DIRECTORS ANNUALLY APPROVES THE BUDGET FOR ALL OFFICERS' SALARIES AND KEY EMPLOYEES' SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES IN THE OVERSIGHT OR SELECTION PROCESSES DURING THE YEAR.