COUNCIL ON AGING - SOUTHERN CALIFORNIA

EIN: 952874089 501(c)(3) Human Services

IRVINE, CA

Total Revenue
$10,979,475
Total Expenses
$8,175,671
Total Assets
$5,517,512
Net Assets
$3,607,895
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
CA
Principal Officer
MICHELLE JORDAN
Phone
7144790107
Tax Period
2023-07-01 to 2024-06-30

COUNCIL ON AGING - SOUTHERN CALIFORNIA, founded in 1973, is a mid-sized nonprofit in the Human Services sector that reported $11.0M in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.8M, a strong 26% operating margin.

Mission

TO PROMOTE INDEPENDENCE, HEALTH AND DIGNITY OF OLDER ADULTS THROUGH EDUCATION AND ADVOCACY.

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Trantor Score

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

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $10,780,440
Program Service Revenue $125,574
Investment Income $37,612
Other Revenue $35,849
TOTAL REVENUE $10,979,475

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,835,141
Fundraising Expenses $333,363
Program Expenses $7,206,002
Other Expenses $2,340,530
TOTAL EXPENSES $8,175,671

Year-over-Year Comparison

2023 2022 Change
Revenue $10,979,475 $7,481,542 +0.5%
Expenses $8,175,671 $7,647,567 +0.1%
Net Income $2,803,804 $-166,025 -17.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

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Governance

Voting Members
16
Independent Members
16
Employees
117
Volunteers
617

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
7
$421,129
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DARYL YEELIT BOARD CHAIR 1.00
Officer Director
$0 $0 $0
DAN HOLTZ BOARD VICE CHAIR 1.00
Officer Director
$0 $0 $0
MADHU VIJAY BOARD TREASURER 1.00
Officer Director
$0 $0 $0
KEN CORNELISON BOARD SECRETARY 1.00
Officer Director
$0 $0 $0
JASON AMANSEC MEMBER 1.00
Director
$0 $0 $0
DARON AMICK MEMBER 1.00
Director
$0 $0 $0
HOWARD GREENBAUM MEMBER 1.00
Director
$0 $0 $0
TONY GRIGORIOU MEMBER 1.00
Director
$0 $0 $0
KAAREN HALL MEMBER 1.00
Director
$0 $0 $0
LINDA HUGHES MEMBER 1.00
Director
$0 $0 $0
MICHELLE JORDAN MEMBER 1.00
Director
$0 $0 $0
PAMELA JUNG MEMBER 1.00
Director
$0 $0 $0
PHONG LUU MEMBER 1.00
Director
$0 $0 $0
RAMIN MOUSAVI MEMBER 1.00
Director
$0 $0 $0
FRED A RANDALL JR MEMBER (THRU 10/23) 1.00
Director
$0 $0 $0
HARRY BARTH MEMBER 1.00
Director
$0 $0 $0
KAREN CLARK MEMBER 1.00
Director
$0 $0 $0
LISA WRIGHT JENKINS PRESIDENT & CEO 40.00
Officer
$194,077 $12,686 $206,763
TODD HANSON COO (THRU 05/24) 40.00
Officer
$203,747 $10,619 $214,366
VALERIE USHER COO (AS OF 5/24) 40.00
Officer
$0 $0 $0
CAROLINA GUITIERREZ-RICHAU DIRECTOR OF BHWD 40.00
Highest
$118,467 $6,371 $124,838
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
2025 No data No data No data No data
2024 $10,979,475 $8,175,671 $5,517,512 $2,803,804
2023 $7,481,542 $7,647,567 $2,900,594 $-166,025
2022 $6,835,764 $6,438,113 $2,032,834 $397,651
2021 $6,425,591 $6,430,963 $1,755,022 $-5,372
2020 $5,929,659 $5,785,211 $1,687,223 $144,448
2019 $4,713,145 $4,752,563 $1,207,651 $-39,418
2018 $4,612,830 $4,692,262 $1,256,795 $-79,432
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