2026-03-11T19:07:12-05:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-07-01 952771715 COMMUNITY SENIORSERV INC COMM 7142200224 1200 N KNOLLWOOD CIRCLE ANAHEIM CA 92801 HOLLY HAGLER CEO 7142200224 2026-03-10 1 1 KATY BROWN P00650274 9257902600 2026-03-10 2024 2025-03-06 01:10:19Z MEALS ON WHEELS OC HOLLY HAGLER 1200 N KNOLLWOOD CIRCLE ANAHEIM CA 92801 20496185 0 X WWW.MEALSONWHEELSOC.COM X 1967 CA TO NOURISH THE WELLNESS, PURPOSE AND DIGNITY OF SENIORS AND THEIR FAMILIES IN OUR COMMUNITY. 17 17 130 914 251844 49089 13910806 14038963 5254333 5706207 255122 441219 -209529 252697 19210732 20439086 0 0 0 0 6331180 7331108 0 0 653011 12055543 11213382 18386723 18544490 824009 1894596 20518549 22441581 3086487 2862735 17432062 19578846 X TO NOURISH THE WELLNESS, PURPOSE AND DIGNITY OF SENIORS AND THEIR FAMILIES IN OUR COMMUNITY. 0 1 11368351 39232 TITLE III-C ELDERLY NUTRITION SERVICES/TITLE III-B SUPPORTIVE SERVICES:TITLE III-C ELDERLY NUTRITION SERVICES - PROVIDES HOME-DELIVERD MEALS TO HOMEBOUND SENIORS AND CONGREGATE MEALS AT SENIOR AND COMMUNITY CENTERS, SUPPORTING NUTRITION AND SOCIALIZATION FOR OLDER ADULTS IN CENTRAL AND NORTHERN ORANGE COUNTY. ALL MEAL PROGRAMS MEET NUTRITIONAL GUIDELINES FOR OLDER ADULTS. TITLE III-B SUPPORTIVE SERVICES - OFFERS CASE MANAGEMENT, IN-HOME SUPPORTIVE SERVICES (SUCH AS HOMEMAKING, PERSONAL CARE, AND CHORE ASSISTANCE) FOR ELIGIBLE SENIORS THROUGHOUT ORANGE COUNTY TO PROMOTE INDEPENDENCE AND WELL-BEING. (CONTINUED ON SCHEDULE O)ADULT DAY SERVICES IN BUENA PARK FOR OLDER ADULTS EXPERIENCING THE NEED FOR SOCIAL-BASED (NON-MEDICAL) CARE IN A GROUP SETTING. TRANSPORTATION SERVICES ARE PROVIDED IN CENTRAL AND NORTHERN ORANGE COUNTY TO OLDER ADULTS WHO NEED TRANSPORTATION TO SENIOR CENTERS, LOCAL FINANCIAL INSTITUTIONS AND OTHER NON-MEDICAL LOCATIONS 4073662 3579267 ADULT AND OLDER ADULT CARE: THE SANTA ANA AND ANAHEIM VIP PROGRAMS - PROVIDE COMPREHENSIVE DAYTIME CARE AND MEDICAL SUPERVISION TO FUNCTIONALLY IMPAIRED ADULTS WHICH INCLUDE REHABILITATIVE THERAPIES AND SOCIAL ACTIVITIES. THE SANTA ANA CENTER CLOSED IN JULY 2025.HCA (HEALTH CARE AGENCY) - THIS PROGRAM PARTNERS WITH HEALTHCARE AND OLDER ADULT ORGANIZATIONS TO PROVIDE PERSON-CENTERED CARE MANAGEMENT TO PROVIDE ON-GOING PLANS OF CARE AND ACCESS TO HEALTH CARE AND THERAPIES, MEDICATION MANAGEMENT, FAMILY INFORMATION SHARING AND MUCH MORE. (CONTINUED ON SCHEDULE O)MEALS ON WHEELS IS THE SOLE LOCAL ADMINISTRATOR FOR THE CENTRAL AND NORTH ORANGE COUNTY SERVICE AREAS, RESPONSIBLE FOR IMPLEMENTING AND ADMINISTRATION OF THIS PROGRAM. 1720483 2092702 SOCIAL MEALS - THIS PROGRAM PROVIDES NUTRITION AND SUPPORTIVE SERVICES TO ENHANCE THE PHYSICAL AND MENTAL WELL-BEING OF THE ELDERLY POPULATION. IT ENCOURAGES DIGNITY AND SELF CONTROL. 69231 OLDER ADULTS RECOVERY AND RESILIENCE ("OARR") - PROVIDED INTERGENERATIONAL ACTIVITIES TO REDUCE SOCIAL ISOLATION AND STRENGTHEN COMMUNITY CONNECTIONS AMONG OLDER ADULTS, ADULTS, AND CHILDREN; THIS PROGRAM CONCLUDED IN SEPTEMBER 2024. 69231 17231727 1 1 0 0 0 0 0 0 0 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 49 0 1 130 1 1 1 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 X TINA PRONK 7142200224 1200 N KNOLLWOOD CIRCLE ANAHEIM CA 92801 RANDY PLATT CHAIR 1.00 X X 0 0 0 LYNN DAUCHER VICE CHAIR 1.00 X X 0 0 0 RICHARD LEE SECRETARY 1.00 X X 0 0 0 TONY CHURCH TREASURER 1.00 X X 0 0 0 EARLE ZUCHT PAST CHAIR 1.00 X 0 0 0 GARY COBURN BOARD MEMBER 1.00 X 0 0 0 RUTH COSSIO-MUNIZ BOARD MEMBER 1.00 X 0 0 0 ANNA FLOR BOARD MEMBER 1.00 X 0 0 0 SUSAN LUCERO BOARD MEMBER 1.00 X 0 0 0 AARON MALO BOARD MEMBER 1.00 X 0 0 0 STUART MOSS BOARD MEMBER 1.00 X 0 0 0 DI PATTERSON BOARD MEMBER 1.00 X 0 0 0 CHALAT RAJARAM BOARD MEMBER 1.00 X 0 0 0 FARIBA TOOFANIAN BOARD MEMBER 1.00 X 0 0 0 DEVON WIENS BOARD MEMBER 1.00 X 0 0 0 SUSAN WILLIG BOARD MEMBER 1.00 X 0 0 0 WILLIAM YOUNG BOARD MEMBER 1.00 X 0 0 0 HOLLY HAGLER CHIEF EXECUTIVE OFFICER 40.00 X 346826 0 37403 TINA PRONK CHIEF FINANCIAL & ADMINISTRATIVE OFFICER 40.00 X 233156 0 11106 DARLA OLSON CHIEF DEVELOPMENT OFFICER 40.00 X 187935 0 19827 ALEJANDRO LUPERCIO VICE PRESIDENT OF SOCIAL SERVICES 40.00 X 183364 0 28881 BYRON GIOVANNI CORZO VICE PRESIDENT OF CARE SERVICES 40.00 X 188127 0 22786 JANE M ROTH VICE PRESIDENT FOOD SERVICES 10.00 X 149509 0 15712 SHANNON MICHELLE KING SENIOR DIRECTOR OF DEVELOPMENT 40.00 X 142568 0 0 SANTA LAURA MENDOZA CONTROLLER 40.00 X 163987 0 11030 1595472 0 146745 8 0 1 0 EMPLOYEE FORCE PROVIDER PO BOX 96585 CHARLOTTE NC 282960585 TEMPORARY STAFFING 1606535 FSO CONSULTING 10106 BOWMAN AVE SOUTH GATE CA 90280 CONSULTING KITCHEN MANAGEMENT 604515 ABRAZAR 7101 WYOMING STREET WESTMINISTER CA 92683 TRANSPORTATION SERVICES 344915 TWOMAGNETS PO BOX 103125 PASADENA CA 911893125 NURSING STAFF 209730 LAUTMANMASKANEILL 1730 RHODE ISLAND AVE SUITE 301 WASHINGTON DC 20036 MANAGEMENT-DIRECT MAIL SERVICES 188259 7 10780 10709479 3318704 14038963 SOCIAL MEALS 621610 2092702 2092702 ANAHEIM VIP CENTER 621610 1898961 1898961 CARE COORDINATION 621610 1635888 1635888 SANTA ANA VIP CENTER 621610 39424 39424 BUENA PARK ADULT DAY CARE PROGRAM 621610 39232 39232 5706207 261757 261757 205000 25538 179462 179462 179462 27420 10780 31561 -4141 -4141 BAD DEBT RECOVERY 900099 251844 251844 MISCELLANEOUS INCOME 900099 4994 4994 256838 20439086 5711201 251844 437078 X 792534 749691 42843 5152512 4920687 145510 86315 81361 78140 2828 393 871920 821190 9989 40741 432781 412900 10735 9146 42483 5125 37358 101228 101228 40334 40334 3571528 3476254 152 95122 338767 674 9340 328753 124674 119177 3900 1597 334065 315089 18976 762452 759725 1055 1672 657131 641872 14120 1139 35427 18138 8861 8428 25401 25401 434584 194400 240184 247263 247263 FOOD AND SUPPLY COST 4203728 4203728 BAD DEBT EXPENSE 92373 92373 MEDICAL SUPPLIES 56807 56807 145137 84238 43013 17886 18544490 17231727 659752 653011 X 370328 185164 0 185164 3518630 5146507 106179 82190 2891495 3730688 781273 348177 385826 46810 123424 11088624 5741556 5445533 5347068 7168461 7629125 154071 54673 20518549 22441581 609652 1617433 3820 1257261 1193265 1219574 48217 3086487 2862735 X 17270476 19515645 161586 63201 17432062 19578846 20518549 22441581 1894596 252188 0 X 0 1 X 1 1 1 X 51585937 13769189 14011919 13910806 14038963 107316814 51585937 13769189 14011919 13910806 14038963 107316814 107316814 65459 72601 83015 136971 1596 359642 42647 46029 74162 2967 251844 417649 50858 4994 55852 108149957 28018483 0.99230 0.99570 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2022 AMOUNT: $ 50,858. 2024 AMOUNT: $ 4,994. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 800492 800492 4185053 2569838 1615215 5722933 3171718 2551215 380146 380146 5347068 LEASE LIABILITY 48217 48217 X 21792325 252188 1109824 31561 1393573 20398752 40334 40334 20439086 19645541 1109824 31561 1141385 18504156 40334 40334 18544490 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND CORRESPONDING STATE CODE AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME, AS IDENTIFIED BY SECTION 509(A)(1) OF THE IRC, IS SUBJECT TO INCOME TAX. THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME DURING THE YEAR ENDED JUNE 30, 2025 AND 2024. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 30, 2025 AND 2024. THE ORGANIZATION ADOPTED THE PROVISIONS OF FASB ASC 740-10-25, INCOME TAXES. IN ACCORDANCE WITH ASC 740-10-25, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED. THE IMPLEMENTATION OF ASC 740-10-25 HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT BELIEVE THAT THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS, AND ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS OR ANY RELATED INTEREST OR PENALTIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PRESENTED NET 31,561. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PRESENTED NET 31,561. ANNUAL LUNCHEON 9750 9750 8995 4728 7049 PICKLEBALL 28450 10780 17670 5398 5391 38200 10780 27420 8995 10126 12440 31561 -4141 X X 0 0 0 0 0 0 0 0 0 HOLLY HAGLER CHIEF EXECUTIVE OFFICER 310826 0 36000 0 0 0 14078 0 23325 0 384229 0 0 0 TINA PRONK CHIEF FINANCIAL & ADMINISTRATIVE OFF 208156 0 25000 0 0 0 0 0 11106 0 244262 0 0 0 ALEJANDRO LUPERCIO VICE PRESIDENT OF SOCIAL SERVICES 168364 0 15000 0 0 0 0 0 28881 0 212245 0 0 0 BYRON GIOVANNI CORZO VICE PRESIDENT OF CARE SERVICES 174627 0 13500 0 0 0 0 0 22786 0 210913 0 0 0 DARLA OLSON CHIEF DEVELOPMENT OFFICER 172935 0 15000 0 0 0 6679 0 13148 0 207762 0 0 0 SANTA LAURA MENDOZA CONTROLLER 161487 0 2500 0 0 0 0 0 11030 0 175017 0 0 0 JANE M ROTH VICE PRESIDENT FOOD SERVICES 127009 0 22500 0 0 0 11765 0 3947 0 165221 0 0 0 PART I, LINE 3 CEO COMPENSATION IS REVIEWED, AND APPROVED, BY THE BOARD OF DIRECTORS. THE BOARD IS PROVIDED WITH A COMPARABILITY ANALYSIS PROVIDED BY HUMAN RESOURCES AND DERIVED FROM RELEVANT SOURCES. THE DELIBERATIONS OF THE BOARD ARE RECORDED IN BOARD MINUTES. BOARD MEMBERS WITH CONFLICTS OF INTEREST ARE NOT INCLUDED IN THE DELIBERATIONS. SENIORSERV PARTICIPATES IN AN ANNUAL SALARY SURVEY FOR NOT-FOR-PROFIT ORGANIZATIONS IN ORANGE COUNTY, CA. THE COMPENSATION OF SENIOR MANAGEMENT IS REVIEWED, AND APPROVED, BY THE BOARD OF DIRECTORS. THE BOARD IS PROVIDED WITH A COMPARABILITY ANALYSIS PROVIDED BY HUMAN RESOURCES AND DERIVED FROM RELEVANT SOURCES. THE DELIBERATIONS OF THE BOARD ARE RECORDED IN BOARD MINUTES. BOARD MEMBERS WITH CONFLICTS OF INTEREST ARE NOT INCLUDED IN THE DELIBERATIONS. SENIORSERV PARTICIPATES IN AN ANNUAL SALARY SURVEY FOR NOT-FOR-PROFIT ORGANIZATIONS IN ORANGE COUNTY, CA. FORM 990, PART III, LINE 3 THE SANTA ANA ADULT CARE CENTER CLOSED IN JULY 2025, AND THE OLDER ADULTS RECOVERY AND RESILIENCE ("OARR") PROGRAM CONCLUDED IN SEPTEMBER 2024. FORM 990, PART VI, SECTION B, LINE 11B FOLLOWING THE COMPLETION OF THE COMMUNITY SENIORSERV AUDIT AND COMPLETION OF THE IRS FORM 990, THE FORM IS REVIEWED BY THE BOARD FINANCE COMMITTEE AND DISTRIBUTED TO THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C WHENEVER THERE IS REASON TO BELIEVE THAT A POTENTIAL CONFLICT OF INTEREST EXISTS BETWEEN SENIORSERV AND A BOARD MEMBER OR THE CEO, THE BOARD SHALL DETERMINE THE APPROPRIATE RESPONSE. THE POTENTIAL CONFLICT OF INTEREST WILL BE BROUGHT TO THE ATTENTION OF THE BOARD FOR ACTION AT THE NEXT REGULAR MEETING, OR DURING A SPECIAL MEETING CALLED, SPECIFICALLY, TO REVIEW THE POTENTIAL CONFLICT OF INTEREST. THE BOARD MEMBER WILL BE ASKED TO COMPLETE A POTENTIAL CONFLICT OF INTEREST DISCLOSURE STATEMENT AND/OR CONFLICT OF INTEREST AFFIRMATION OF COMPLIANCE. ALSO, EACH YEAR, AT THE APRIL OR MAY MEETING OF THE BOARD OF DIRECTORS, EACH MEMBER IS REQUESTED TO REVIEW AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT AND A CONFLICT OF INTEREST AFFIRMATION OF COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE OF THE ORGANIZATION, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. THE BOARD IS PROVIDED A COMPARABILITY ANALYSIS PROVIDED BY HUMAN RESOURCES TAKEN FROM SUBSTANTIVE SOURCES IN DECIDING ON COMPENSATION FOR ITS TOP EXECUTIVES. ALL RELEVANT DATA OF THE BOARDS DELIBERATION IS RECORDED IN THE MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE AND PROVIDED BY MAIL, IF REQUESTED. FORM 990, PART IX, LINE 11G CONTRACT SERVICES : PROGRAM SERVICE EXPENSES 3,476,254. MANAGEMENT AND GENERAL EXPENSES 152. FUNDRAISING EXPENSES 95,122. TOTAL EXPENSES 3,571,528.