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 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

THE COUNCIL ON AGING -SOUTHERN CALIFORNIA (THE ORGANIZATION"), FORMERLY KNOWN AS COUNCIL ON AGING- ORANGE COUNTY, IS A NONPROFIT ORGANIZATION WHOSE MISSION IS TO PROMOTE THE INDEPENDENCE, HEALTH, DIGNITY OF OLDER ADULTS THROUGH COMPASSION, EDUCATION, AND ADVOCACY.

Program Service Accomplishments

Program 1
Expenses: $1,832,103

HEALTH INSURANCE COUNSELING AND ADVOCACY PROGRAM (HICAP): COUNSELORS PROVIDE EDUCATIONAL SEMINARS AND INDIVIDUAL COUNSELING SESSIONS TO EXISTING AND NEWLY ELIGIBLE MEDICARE BENEFICIARIES ABOUT...

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HEALTH INSURANCE COUNSELING AND ADVOCACY PROGRAM (HICAP): COUNSELORS PROVIDE EDUCATIONAL SEMINARS AND INDIVIDUAL COUNSELING SESSIONS TO EXISTING AND NEWLY ELIGIBLE MEDICARE BENEFICIARIES ABOUT MEDICARE AND RELATED INSURANCE COVERAGE TO HELP MEDICARE BENEFICIARIES MAXIMIZE THEIR BENEFITS AND MINIMIZE COSTS IN ORANGE, RIVERSIDE, SAN BERNARDINO, INYO, AND MONO COUNTIES. COUNSELING IS AVAILABLE BY TELEPHONE OR IN PERSON AT MORE THAN 60 SITES THROUGHOUT THE FIVE COUNTIES. ALL HICAP COUNSELORS MUST SUCCESSFULLY COMPLETE AT LEAST 24 HOURS OF TRAINING, 10 HOURS OF INTERNSHIP, AND PASS A 100 QUESTION EXAM TO ACHIEVE CALIFORNIA DEPARTMENT OF AGING STATE REGISTRATION. AFTERWARDS, COUNSELORS MUST MEET ANNUAL COUNSELING AND CONTINUING EDUCATION REQUIREMENTS (AT LEAST 55 HOURS) TO MAINTAIN THEIR REGISTRATION.

Program 2
Expenses: $2,000,110

ADVOCATES FOR NURSING HOME RESIDENTS (LONG-TERM CARE OMBUDSMAN SERVICE): THE STATE-CERTIFIED LONG-TERM CARE OMBUDSMEN PROTECT THE RIGHTS OF APPROXIMATELY 29,000 OLDER AND DISABLED ADULTS IN ORANGE...

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ADVOCATES FOR NURSING HOME RESIDENTS (LONG-TERM CARE OMBUDSMAN SERVICE): THE STATE-CERTIFIED LONG-TERM CARE OMBUDSMEN PROTECT THE RIGHTS OF APPROXIMATELY 29,000 OLDER AND DISABLED ADULTS IN ORANGE COUNTY AND 15,000 IN RIVERSIDE COUNTY WHO RESIDE IN SKILLED NURSING AND RESIDENTIAL CARE FACILITIES. THE LONG-TERM CARE OMBUDSMEN INVESTIGATE ALLEGATIONS OF ABUSE AND NEGLECT OF LONG-TERM CARE RESIDENTS AND MAKE UNANNOUNCED VISITS TO 1,600 FACILITIES ACROSS BOTH COUNTIES. CERTIFIED OMBUDSMEN SUCCESSFULLY COMPLETE A 36-HOUR CERTIFICATION TRAINING AND LOG AT LEAST 10 HOURS OF MENTORED FIELD TRAINING. TO MAINTAIN THEIR CERTIFICATION, OMBUDSMEN RECEIVE 2-4 HOURS PER MONTH OF CONTINUING EDUCATION RELEVANT TO OMBUDSMAN WORK.

Program 3
Expenses: $2,783,699

BEHAVIORAL HEALTH & WELLNESS DEPARTMENT (BHWD):THE DEPARTMENT OFFERS COUNTY-WIDE PREVENTION AND EARLY INTERVENTION TO OLDER ADULTS WHO ARE EXPERIENCING MENTAL HEALTH BARRIERS LATER IN LIFE. THE GOAL...

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BEHAVIORAL HEALTH & WELLNESS DEPARTMENT (BHWD):THE DEPARTMENT OFFERS COUNTY-WIDE PREVENTION AND EARLY INTERVENTION TO OLDER ADULTS WHO ARE EXPERIENCING MENTAL HEALTH BARRIERS LATER IN LIFE. THE GOAL OF THE DEPARTMENT IS TO IMPROVE THE BIOPSYCHOSOCIAL HEALTH AND OVERALL WELL-BEING OF COMMUNITY-DWELLING OLDER ADULTS IN ORANGE COUNTY. THE BHWD IS COMPRISED OF THREE PROGRAMS: RECONNECT, FRIENDLY VISITOR, AND THE PROGRAM TO ENCOURAGE ACTIVE, REWARDING LIVES (PEARLS OC).RECONNECT: THIS PROGRAM IS DESIGNED TO IDENTIFY AND REDUCE MENTAL HEALTH SYMPTOMS AND RISKS IN ISOLATED AND OLDER ADULTS IN ORANGE COUNTY. THE GOAL OF THE PROGRAM IS TO INCREASE SOCIAL FUNCTIONING BY RECONNECTING CLIENTS WITH MEANINGFUL COMMUNITY ACTIVITIES THAT REINFORCE HEALTHY LIFE PATTERNS AND GOOD MENTAL HEALTH.FRIENDLY VISITOR PROGRAM: THIS PROGRAM PROVIDES FRAIL, ISOLATED, OLDER ADULTS AND PERSONS WITH DISABILITIES WHO HAVE NO FAMILY MEMBERS OR SUPPORT SYSTEM WITH HEALTHY COMPANIONSHIPS, SOCIAL INTERACTION, AND NURTURING RELATIONS TO HELP THEM ACHIEVE MENTAL, PHYSICAL, AND SPIRITUAL HEALTH.PEARLS OC: THIS PROGRAM EDUCATES OLDER ADULTS ABOUT DEPRESSION AND HELPS THEM DEVELOP THE SKILLS THEY NEED FOR SELF-SUFFICIENCY AND HOW TO LEAD MORE ACTIVE LIVES THROUGH THE SUPPORT OF PEARLS COACHES. THIS SHORT-TERM, EVIDENCE-BASED PROGRAM IS TAILORED TO SUPPORT OLDER ADULTS WHO ARE EXPERIENCING DEPRESSION, ISOLATION, AND OTHER CHRONIC HEALTH ISSUES.

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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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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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