HUNTINGTON BEACH COUNCIL ON AGING (EIN 510179431) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

BEVERLY MAST

Phone

7145369387

Tax Period

2024-01-01 to 2024-12-31

HUNTINGTON BEACH COUNCIL ON AGING, founded in 1976, is a small nonprofit that reported $399K in total revenue in fiscal year 2024.

Mission

OFFERING SERVICES TO SENIORS IN THE COMMUNITY, INCLUDING CLASSES, MEALS, TRANSPORTATION, EMERGENCY HOUSING HELP, EVENTS AND REFERRALS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $163,690

Program Service Revenue $231,575

Investment Income $4,056

Other Revenue $0

TOTAL REVENUE $399,321

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $10,473

Program Expenses $371,326

Other Expenses $409,730

TOTAL EXPENSES $409,730

Year-over-Year Comparison

	2024	2023	Change
Revenue	$399,321	$381,614	+0.0%
Expenses	$409,730	$387,835	+0.1%
Net Income	$-10,409	$-6,221	+0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

170

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
BEVERLY MAST	ADMIN SEC.	Officer Director	$0	$0	$0
PHIL BURTIS	CFO	Officer Director	$0	$0	$0
JOHN VILLA	BOARD MEMBER	Director	$0	$0	$0
MARY DEGUELLE	ASST.ADM.SEC.	Officer Director	$0	$0	$0
JOSE JUAREZ	BOARD MEMBER	Director	$0	$0	$0
BOB ALLEN	2ND VP	Officer Director	$0	$0	$0
TERI SIMONIS	ASST.REC. SEC.	Officer Director	$0	$0	$0
DIANA ZIMMER	Treasurer	Officer Director	$0	$0	$0
CELINE KEEBLE	BOARD MEMBER	Director	$0	$0	$0
CAROLYN ROSS	President	Officer Director	$0	$0	$0
STEPHANIE BABKOW	REC.SECY	Officer Director	$0	$0	$0
JUSTIN DEYLE	BOARD MEMBER	Director	$0	$0	$0
ED PINCHIFF	BOARD MEMBER	Director	$0	$0	$0
BARBARA SCOTT	BOARD MEMBER	Director	$0	$0	$0
BEVERLY FLEMING	BOARD MEMBER	Director	$0	$0	$0
JAMES PIKE	IMED,PAST PRES	Officer Director	$0	$0	$0
ELLEN HOPEKEARNS	BOARD MEMBER	Director	$0	$0	$0
PATTI CODY	BOARD MEMBER	Director	$0	$0	$0
LINDSAY DUFRESNE	1ST VICE.PRES	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$399,321	$409,730	$449,368	$-10,409
2023	$381,614	$387,835	$476,721	$-6,221
2022	$353,330	$394,861	$452,413	$-41,531
2021	$280,238	$236,256	$514,128	$43,982
2020	$201,763	$240,782	$462,602	$-39,019
2019	$424,364	$404,464	$497,868	$19,900
2018	$352,208	$336,190	$482,903	$16,018

HUNTINGTON BEACH COUNCIL ON AGING