2025-05-14T16:39:21-05:00 2024-06-30 680456752 Dillwood Burkel & Millar LLP 175 Concourse Boulevard Suite A Santa Rosa CA 95403 990 2023-07-01 946138714 Council on Aging Services for Seniors COUN 7075250143 30 Kawana Springs Road Santa Rosa CA 95404 Jamie Escoubas President/CEO 7075250143 2025-05-14 1 1 Lotasha Thomas P01225273 7075778806 2025-05-14 2023 2025-03-06 01:10:19Z Jamie Escoubas 30 Kawana Springs Road Santa Rosa CA 95404 6182264 0 X www.councilonaging.com X 1966 CA 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 12 programs including: Meals on Wheels, Senior Dining Sites, Information and Assistance, Daily Money Management, Trusts & Conservatorships, Family Justice Center Advocacy, Mental Health Peer Support, Senior Social Clubs, Drive up, Pickup meals Pearls, Senior Newspaper, and Senior Games. 9 9 83 2861 6873 0 5511416 4990053 279027 242958 104880 250755 573158 144838 6468481 5628604 0 0 0 0 3123332 3284545 0 0 363306 2721861 2628472 5845193 5913017 623288 -284413 10174266 10057914 500726 544855 9673540 9513059 X To enhance the quality of life for our aging community by providing services that promote wellbeing and maintain independence. 0 0 2455570 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. 658791 37610 Our Community Dining serves on-site nutritious meals at senior centers and senior housing sites in Santa Rosa, Sebastopol, Sonoma, Windsor, Rohnert Park, and Healdsburg. 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. 456734 Case Management: This program provides an individualized care plan which seeks to reflect and preseve the senior's values and lifestyle choices while maximizing opportunities for positive change and maintaining quality of life. 830098 231897 Other program services include trust management services, adult day care services, volunteer services, information and referral services, elder abuse advocacy, housing and other program services as necessary. 830098 231897 4401193 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 83 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Sue Tasselmyer 7075250143 30 Kawana Springs Road Santa Rosa CA 95404 Corrine Lorenzen Chair 5.50 X X 0 0 0 Frank Pugh Past Chair 5.50 X 0 0 0 Bonnie Burrell Vice Chair 5.50 X X 0 0 0 John Reyes Treasurer 5.50 X X 0 0 0 Karen Lewis Secretary 5.50 X X 0 0 0 Leslie Brutocao Director 5.50 X 0 0 0 James DeVore Director 5.50 X 0 0 0 Joseph Huang Director 5.50 X 0 0 0 John Pearson Director 5.50 X 0 0 0 Marrianne McBride President & CEO 37.50 X 169267 0 7396 Sue Tasselmyer Controller 37.50 X 93946 0 11864 263213 0 19260 1 0 1 0 Birite Foodservice Distributors Inc 123 S Hill Dr Brisbane CA 94005 Food Distribution 652234 Greenleaf 453 Valley Dr Brisbane CA 94005 Food Distribution 121560 2 68651 3475471 1445931 4990053 Trust Management 525920 205348 205348 Day Service 623000 37610 37610 242958 92575 92575 26549 0 26549 26549 26549 614128 40503 437109 59342 177019 -18839 158180 158180 160525 68651 54409 106116 106116 2800 2800 0 Advertising Revenue 541800 6873 6873 Miscellaneous Income 561499 5300 5300 12173 5628604 269507 6873 362171 310662 229900 58890 21872 2446963 1843062 462079 141822 49165 38767 8339 2059 275722 217409 46765 11548 202033 159304 34267 8462 178 178 34500 34500 16302 16302 311667 232840 55014 23813 234 5 229 134175 76394 20197 37584 116465 20540 74255 21670 231120 176656 53169 1295 126650 126142 351 157 7066 5382 1684 257292 92834 164458 82423 11835 68958 1630 Food Expense 1101056 1101000 56 Repair & Maintenance 91709 49332 42377 Appeals 88936 88936 Other Operating Expense 11435 7341 3906 188 17264 12450 2773 2041 5913017 4401193 1148518 363306 289932 716968 448039 191987 0 0 928122 831455 17237 61054 46279 70318 7310383 2462958 5077500 4847425 3164284 3189203 202873 149504 10174266 10057914 299354 404339 35127 23936 166245 116580 500726 544855 X 9571179 9354673 102361 158386 9673540 9513059 10174266 10057914 -284413 123932 0 X 0 1 X 1 1 1 X 4677177 5254248 5113679 5511416 4990053 25546573 4677177 5254248 5113679 5511416 4990053 25546573 698761 24847812 52521 49713 109822 95484 92575 400115 44056 25816 40473 7155 112989 230489 15220 3443 513590 5300 537553 26714730 1861590 0.93010 0.95940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1332054 1332054 5260787 2096819 3163968 717542 366139 351403 4847425 Operating Lease 116580 116580 X 5812282 123932 76048 199980 5612302 16302 16302 5628604 5972763 76048 76048 5896715 16302 16302 5913017 Part IV, Line 2b: Council on Aging's trust account is held on behalf of our Social Security representative payee clients. These seniors are living below the poverty level and, were it not for our handling of their financial affairs, would not be able to budget their expenses and maintain their independence. The well-being and independence of our senior community is a key element of our organizational mission. Part X, Line 2: The Organization determines whether its tax positions are "more-likely-than-not" to be sustained upon examination by the applicable taxing authority based on the technical merits of the positions. As of June 30, 2024 the Organization has reviewed its tax positions and has concluded no reserve for uncertain tax positions is required. COA's exempt organization information returns are subject to review through three years after the date of filing for federal and four years after the date of filing for State. Part XI, Line 2d - Other Adjustments: Special events direct expenses 57,209. Loss on disposal of assets 18,839. Part XII, Line 2d - Other Adjustments: Special events direct expenses 57,209. Loss on disposal of assets 18,839. X X X X X X X 1 Jadent Inc PO Box 881 Salem OR 97308 Phone Solicitations 1 85395 46967 38428 85395 46967 38428 CA Heels for Meals 130936 67547 63389 11219 1850 13768 Wine Country Games 98240 1104 97136 5240 22332 229176 68651 160525 16459 1850 36100 54409 106116 Sue Tasselmyer 30 Kawana Springs Road Santa Rosa CA 95404 Schedule G, Part I, Line 2b, Column (v) Professional fundraiser performs phone solicitations. X X 0 0 0 0 0 0 0 0 0 Marrianne McBride President & CEO 169267 0 0 0 0 0 6771 0 625 0 176663 0 0 0 Form 990, Part VI, Section B, line 11b Form 990 is reviewed by the Controller and distributed to the board by email prior to submission. Form 990, Part VI, Section B, line 12c The Conflict of Interest policy is self-regulated by board members. Form 990, Part VI, Section B, line 15 Process for determining compensation for the CEO and senior management is as follows: Each year the Council on Aging participates in the Bay Area Benefit Survey for nonprofits. The results of the most recent survey are used to evaluate and assess compensation levels. We utilize median salaries for similarly sized non-profits in our region as a guideline. The board reviews and approves compensation for the CEO and senior management. Form 990, Part VI, Section C, line 19 Upon Request.