2026-05-14T18:18:30-05:00 2025-06-30 680456752 Dillwood Burkel & Millar LLP 175 Concourse Boulevard Suite A Santa Rosa CA 95403 990 2024-07-01 946138714 Council on Aging Services for Seniors COUN 7075250143 30 Kawana Springs Road Santa Rosa CA 95404 Jamie Escoubas President/CEO 7075250143 2026-05-14 1 1 Lotasha Thomas P01225273 7075778806 2026-05-14 2024 2025-03-06 01:10:19Z Jamie Escoubas 30 Kawana Springs Road Santa Rosa CA 95404 6392339 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, Trusts & Conservatorships, Family Justice Center Advocacy, Mental Health Peer Support, Senior Social Clubs, Drive up, Pickup meals, PEARLS and Senior Newspaper. 9 9 76 17172 28647 0 4990053 5213517 242958 316167 250755 216738 144838 185436 5628604 5931858 0 0 0 0 3284545 3445003 0 0 317243 2628472 2416411 5913017 5861414 -284413 70444 10057914 10609613 544855 824520 9513059 9785093 X To enhance the quality of life for our aging community by providing services that promote wellbeing and maintain independence. 0 0 2178906 Home delivered meals (Meals on Wheels) is our largest program. We prepare and deliver over 145,000 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. 879047 296581 Other program services include trust management services, adult day care services, volunteer services, information and referral services, elder abuse advocacy, and other program services as necessary. 823576 Case Management: This program provides an individualized care plan which seeks to reflect and preserve the senior's values and lifestyle choices while maximizing opportunities for positive change and maintaining quality of life. 597510 71677 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. 597510 71677 4479039 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 76 1 1 1 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 5.11 X X 0 0 0 Frank Pugh Past Chair 5.11 X 0 0 0 Bonnie Burrell Vice Chair 5.11 X X 0 0 0 John Reyes Treasurer 5.11 X X 0 0 0 Karen Lewis Secretary 5.11 X X 0 0 0 Leslie Brutocao Director 5.11 X 0 0 0 James DeVore Director 5.11 X 0 0 0 Joseph Huang Director 5.11 X 0 0 0 John Pearson Director 5.11 X 0 0 0 Marrianne McBride President & CEO ended Jan 2025 37.50 X 175149 0 7754 Jamie Escoubas President & CEO started Feb 2025 37.50 X 105492 0 9266 Sue Tasselmyer Controller 37.50 X 111610 0 13073 Denise Johnson Director of Senior Nutrition 37.50 X 120102 0 5014 Rachel Jones Director of Development 37.50 X 112697 0 8269 625050 0 43376 5 0 1 0 Birite Foodservice Distributors Inc 123 S Hill Dr Brisbane CA 94005 Food Distribution 706858 Greenleaf 453 Valley Dr Brisbane CA 94005 Food Distribution 118482 2 6092 3792112 1415313 5213517 Trust Management 525920 244490 244490 Day Service 623000 71677 71677 316167 95939 95939 52091 0 52091 52091 52091 497646 376847 120799 120799 120799 175500 6092 83634 91866 91866 Advertising Revenue 541800 28647 28647 Miscellaneous Income 561499 12832 12832 41479 5931858 368258 28647 321436 426528 322261 75424 28843 2454446 1925568 348191 180687 55600 44871 7372 3357 298961 241272 39639 18050 209468 169048 27774 12646 101 101 37500 37500 16825 16825 268712 208869 57856 1987 16065 14040 2025 54972 48592 6053 327 132988 25989 79493 27506 227227 177215 50012 121565 120804 638 123 12998 5814 7184 255466 88891 166575 91113 11996 79117 Food Expense 980279 980157 90 32 Equipment Rental 94494 36992 16172 41330 Repair & Maintenance 81634 39055 42579 Other Operating Expense 13248 8083 4937 228 11224 9522 1600 102 5861414 4479039 1065132 317243 716968 625779 191987 339051 831455 1069166 61054 27764 70318 109274 7318031 2665495 4847425 4652536 3189203 3591943 149504 194100 10057914 10609613 404339 411352 23936 5167 250000 116580 158001 544855 824520 X 9354673 9403474 158386 381619 9513059 9785093 10057914 10609613 70444 201590 0 X 0 1 X 1 1 1 X 5254248 5113679 5511416 4990053 5213517 26082913 5254248 5113679 5511416 4990053 5213517 26082913 329675 25753238 49713 109822 95484 92575 95939 443533 25816 40473 7155 112989 120513 306946 15220 3443 513590 5300 12832 550385 27383777 1715554 0.94050 0.93010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1332054 1332054 5268435 2253850 3014585 717542 411645 305897 4652536 Operating Lease 158001 158001 X 6200257 201590 83634 285224 5915033 16825 16825 5931858 5928223 83634 83634 5844589 16825 16825 5861414 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, 2025 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 83,634. Part XII, Line 2d - Other Adjustments: Special events direct expenses 83,634. Wine Country Games 164258 4500 159758 1665 656 76654 Generation in Motion 17334 1592 15742 4659 181592 6092 175500 1665 656 81313 83634 91866 Sue Tasselmyer 30 Kawana Springs Road Santa Rosa CA 95404 X X 0 0 0 0 0 0 0 0 0 Marrianne McBride President & CEO ended Jan 2025 175149 0 0 0 0 0 7006 0 748 0 182903 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.