Nonprofit · EIN 95-2874089
COUNCIL ON AGING-SOUTHERN CALIFORNIA INC
Tax-exempt · IRVINE, CA 92614
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,958,912 | $7,969,211 | -$10,299 | $5,208,291 | $1,605,681 | $3,602,610 |
| June 30, 2024 | 990 | $10,979,475 | $8,175,671 | $2,803,804 | $5,517,512 | $1,909,617 | $3,607,895 |
| June 30, 2023 | 990 | $7,481,542 | $7,647,567 | -$166,025 | $2,900,594 | $2,101,699 | $798,895 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,674,551
- of which government grants
- $6,583,400
- Program service revenue
- $168,280
- Investment income
- $106,218
- Net income from fundraising events
- $9,863
- Other revenue
- $9,863
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $458,966
- Other salaries and wages
- $4,311,688
- Salaries, compensation and benefits (total)
- $5,531,814
- Professional fundraising fees
- $0
- Legal fees
- $4,085
- Accounting fees
- $74,200
- Occupancy
- $453,639
- Travel
- $147,628
- Depreciation
- $17,788
- Program services (functional)
- $7,050,010
- Management and general (functional)
- $574,403
- Fundraising (functional)
- $344,798
Balance sheet and other
- Total assets, start of year
- $5,517,512
- Total assets, end of year
- $5,208,291
- Total liabilities, end of year
- $1,605,681
- Net assets, end of year
- $3,602,610
- Land, buildings and equipment
- $44,160
- Net assets without donor restrictions
- $3,204,089
- Net assets with donor restrictions
- $398,521
- Gross receipts
- $8,093,937
- Employees
- 109
- Volunteers
- 682
- Year formed
- 1973
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA WRIGHT JENKINS | PRESIDENT & CEO Officer | 40 | $232,895 | $13,747 |
| VALERIE USHER | CHIEF OPERATING OFFICER Officer | 40 | $145,211 | $4,859 |
| CAROLINA GUITIERREZ-RICHAU | DIRECTOR OF BHWD Highest-paid employee | 40 | $118,690 | $6,984 |
| MICHELLE JORDAN | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAN HOLTZ | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PHONG LUU | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KEN CORNELISON | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JASON AMANSEC | MEMBER Trustee or director | 1 | $0 | $0 |
| DARON AMICK | MEMBER Trustee or director | 1 | $0 | $0 |
| HARRY BARTH | MEMBER Trustee or director | 1 | $0 | $0 |
| KAREN CLARK | MEMBER Trustee or director | 1 | $0 | $0 |
| MILLY DUTTON | MEMBER Trustee or director | 1 | $0 | $0 |
| HOWARD GREENBAUM | MEMBER Trustee or director | 1 | $0 | $0 |
| TONY GRIGORIOU | MEMBER Trustee or director | 1 | $0 | $0 |
| KAAREN HALL | MEMBER Trustee or director | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLINE HARKINS | MEMBER Trustee or director | 1 | $0 |
| LINDA HUGHES | MEMBER Trustee or director | 1 | $0 |
| PAMELA JUNG | MEMBER Trustee or director | 1 | $0 |
| RAMIN MOUSAVI | MEMBER Trustee or director | 1 | $0 |
| MADHU VIJAY | MEMBER Trustee or director | 1 | $0 |
| DARYL YEELITT | MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TODD HANSON | COO (THRU 05/24) Officer | 40 | $203,747 | $10,619 |
| LISA WRIGHT JENKINS | PRESIDENT & CEO Officer | 40 | $194,077 | $12,686 |
| CAROLINA GUITIERREZ-RICHAU | DIRECTOR OF BHWD Highest-paid employee | 40 | $118,467 | $6,371 |
| DARYL YEELIT | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DAN HOLTZ | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MADHU VIJAY | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KEN CORNELISON | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JASON AMANSEC | MEMBER Trustee or director | 1 | $0 | $0 |
| DARON AMICK | MEMBER Trustee or director | 1 | $0 | $0 |
| HOWARD GREENBAUM | MEMBER Trustee or director | 1 | $0 | $0 |
| TONY GRIGORIOU | MEMBER Trustee or director | 1 | $0 | $0 |
| KAAREN HALL | MEMBER Trustee or director | 1 | $0 | $0 |
| LINDA HUGHES | MEMBER Trustee or director | 1 | $0 | $0 |
| MICHELLE JORDAN | MEMBER Trustee or director | 1 | $0 | $0 |
| PAMELA JUNG | MEMBER Trustee or director | 1 | $0 | $0 |
| PHONG LUU | MEMBER Trustee or director | 1 | $0 | $0 |
| RAMIN MOUSAVI | MEMBER Trustee or director | 1 | $0 | $0 |
| FRED A RANDALL JR | MEMBER (THRU 10/23) Trustee or director | 1 | $0 | $0 |
| HARRY BARTH | MEMBER Trustee or director | 1 | $0 | $0 |
| KAREN CLARK | MEMBER Trustee or director | 1 | $0 | $0 |
| VALERIE USHER | COO (AS OF 5/24) Officer | 40 | $0 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA WRIGHT JENKINS | PRESIDENT & CEO Officer | 40 | $213,843 | $12,640 |
| TODD HANSON | COO Officer | 40 | $193,749 | $1,340 |
| KARI BUIST BAKER | CERTIFIED NURSE CARE MANAGER Highest-paid employee | 30 | $121,323 | $6 |
| CAROLINA GUITIERREZ-RICHAU | DIRECTOR OF PMHD Highest-paid employee | 40 | $107,583 | $6,300 |
| DARYL YEELIT | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DAN HOLTZ | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MADHU VIJAY | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KEN CORNELISON | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JASON AMANSEC | MEMBER Trustee or director | 1 | $0 | $0 |
| DARON AMICK | MEMBER Trustee or director | 1 | $0 | $0 |
| HOWARD GREENBAUM | MEMBER Trustee or director | 1 | $0 | $0 |
| TONY GRIGORIOU | MEMBER Trustee or director | 1 | $0 | $0 |
| KAAREN HALL | MEMBER Trustee or director | 1 | $0 | $0 |
| LINDA HUGHES | MEMBER Trustee or director | 1 | $0 | $0 |
| MICHELLE JORDAN | MEMBER Trustee or director | 1 | $0 | $0 |
| PAMELA JUNG | MEMBER Trustee or director | 1 | $0 | $0 |
| PHONG LUU | MEMBER Trustee or director | 1 | $0 | $0 |
| RAMIN MOUSAVI | MEMBER Trustee or director | 1 | $0 | $0 |
| FRED A RANDALL JR | MEMBER Trustee or director | 1 | $0 | $0 |
| VERONICA GRAY | MEMBER (THRU 04/23) Trustee or director | 1 | $0 | $0 |
| HARRY BARTH | MEMBER Trustee or director | 1 | $0 | $0 |
| KAREN CLARK | MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2 EXECUTIVE CIR STE 175, IRVINE, CA 92614-6773
- In care of
- % CHERYL MERONK
- Principal officer (990 for 2024)
- MICHELLE JORDAN, 2 EXECUTIVE CIRCLE 175, IRVINE, CA 92614
- Signed the 990
- MICHELLE JORDAN, BOARD CHAIR
- Phone
- (714) 479-0107
- Website
- WWW.COASC.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2874089 or by the name COUNCIL ON AGING-SOUTHERN CALIFORNIA INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 accomplishments
- 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.ENHANCED CARE MANAGEMENT (ECM): THIS PROGRAM IS DESIGNED FOR MEDI-CAL MEMBERS WITH COMPLEX MEDICAL OR SOCIAL NEEDS, AIMING TO HELP OLDER ADULTS STAY HEALTHY BY COORDINATING ALL ASPECTS OF THEIR CARE, FROM PRIMARY AND BEHAVIORAL HEALTH TO SPECIALIST AND LONG-TERM SUPPORT SERVICES THROUGH THE SUPPORT OF DEDICATED CARE MANAGERS.Expenses $2,427,814 · revenue $20,000
- 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.Expenses $2,149,894
- 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.Expenses $1,773,884
- SENIOR PROTECTION PROGRAM (SPP) AND FINANCIAL ABUSE SPECIALIST TEAM (FAST): THE PROGRAM PROVIDES EDUCATIONAL AWARENESS OF FINANCIAL ELDER ABUSE ISSUES ON A NATIONAL AND COMMUNITY LEVEL WHILE PROVIDING REFERRALS TO APPROPRIATE AGENCIES FOR THE INVESTIGATION OF FINANCIAL ABUSE CASES. SPP IS ALSO PART OF THE FAST WHICH IS A MULTI-DISCIPLINARY VOLUNTEER GROUP THAT ASSISTS ADULT PROTECTIVE SERVICES, THE OMBUDSMEN, LAW ENFORCEMENT AND ATTORNEYS IN RESOLVING COMPLICATED MATTERS OF ABUSE.SMILEMAKERS PROGRAM: THE PROGRAM IS VOLUNTEER SERVICE GROUP THAT COORDINATES, SOLICITS, AND DISTRIBUTES DONATED PERSONAL HOLIDAY GIFTS TO INDIVIDUALS IN LICENSED CARE FACILITIES THROUGHOUT ORANGE AND RIVERSIDE COUNTIES.ANSWERS GUIDE: THE COUNCIL PUBLISHES AND DISTRIBUTES AN ONLINE 128-PAGE ANSWERS GUIDE WHICH INCLUDES INFORMATION ON HEALTH CARE, CAREGIVING, HOUSING, FINANCE, LEGAL, INSURANCE, COMMUNITY RESOURCES, AS WELL AS HELPFUL CHECKLISTS. IN ADDITION TO PROMOTING THE ORGANIZATION'S PROGRAMS AND SERVICES, ANSWERS GUIDE ASSISTS IN CONNECTING SENIORS AND THOSE WHO CARE FOR THEM WITH INFORMATION AND RESOURCES."AGING MY WAY - MY LIFE, MY PLAN" IS AIMED AT EMPOWERING OLDER ADULTS TO TAKE CHARGE OF THEIR AGING EXPERIENCE. THROUGH EDUCATIONAL WORKSHOPS AND OUR GUIDEBOOK, WE ENCOURAGE OLDER ADULTS TO ACTIVELY PARTICIPATE IN SHAPING THEIR FUTURE, TO MAINTAIN INDEPENDENCE AND QUALITY OF LIFE AS THEY AGE.Expenses $698,418 · revenue $148,280
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-2874089
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1974
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $5,208,291
- Income (IRS master file)
- $8,093,937
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,958,912 | $7,969,211 | $5,208,291 | IRS |
| 990 | June 2024 | $10,979,475 | $8,175,671 | $5,517,512 | IRS |
| 990 | June 2023 | $7,481,542 | $7,647,567 | $2,900,594 | XML |
| 990 | June 2022 | $6,835,764 | $6,438,113 | $2,032,834 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-2874089).
Questions about COUNCIL ON AGING-SOUTHERN CALIFORNIA INC
- What is the EIN of COUNCIL ON AGING-SOUTHERN CALIFORNIA INC?
- The employer identification number (EIN) of COUNCIL ON AGING-SOUTHERN CALIFORNIA INC is 95-2874089.
- Is COUNCIL ON AGING-SOUTHERN CALIFORNIA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to COUNCIL ON AGING-SOUTHERN CALIFORNIA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COUNCIL ON AGING-SOUTHERN CALIFORNIA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COUNCIL ON AGING-SOUTHERN CALIFORNIA INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COUNCIL ON AGING-SOUTHERN CALIFORNIA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COUNCIL ON AGING-SOUTHERN CALIFORNIA INC?
- The 990 for the year ended June 30, 2025 names MICHELLE JORDAN.
- Who are the officers and directors of COUNCIL ON AGING-SOUTHERN CALIFORNIA INC?
- The 990 for the year ended June 30, 2025 lists 21 people; 3 received compensation from the organization, the highest $232,895 (LISA WRIGHT JENKINS, PRESIDENT & CEO).
- How much revenue does COUNCIL ON AGING-SOUTHERN CALIFORNIA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,958,912, expenses of $7,969,211 and total assets of $5,208,291 at year end.
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