Nonprofit · EIN 95-2992927
CONEJO VALLEY SENIOR CONCERNS
Tax-exempt · THOUSAND OAKS, CA 91360
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,647,536 | $2,547,816 | $99,720 | $5,251,002 | $346,747 | $4,904,255 |
| June 30, 2024 | 990 | $2,568,954 | $2,232,375 | $336,579 | $5,115,045 | $341,216 | $4,773,829 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,030,304
- Program service revenue
- $1,085,326
- Investment income
- $114,025
- Net income from fundraising events
- $417,881
- Other revenue
- $417,881
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $143,833
- Other salaries and wages
- $1,183,928
- Salaries, compensation and benefits (total)
- $1,516,950
- Professional fundraising fees
- $0
- Legal fees
- $456
- Accounting fees
- $12,225
- Occupancy
- $118,249
- Travel
- $3,026
- Depreciation
- $80,972
- Program services (functional)
- $1,783,053
- Management and general (functional)
- $385,716
- Fundraising (functional)
- $379,047
Balance sheet and other
- Total assets, start of year
- $5,115,045
- Total assets, end of year
- $5,251,002
- Total liabilities, end of year
- $346,747
- Net assets, end of year
- $4,904,255
- Land, buildings and equipment
- $1,455,171
- Net assets without donor restrictions
- $4,904,255
- Gross receipts
- $2,975,047
- Employees
- 33
- Volunteers
- 445
- Year formed
- 1975
- 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 |
|---|---|---|---|
| ANDREA GALLAGHER | President & CEO Officer | 40 | $143,833 |
| ILONA CLARK | Res Dev Chair Trustee or director | 2 | $6,000 |
| KARA BUSS | Finance Chair Trustee or director | 2 | $0 |
| VERONICA AMICI | Board Chair Trustee or director | 2 | $0 |
| KATHRYN WILTFONG | Secretary Trustee or director | 2 | $0 |
| MARTY BLUMENTHAL | Director Trustee or director | 2 | $0 |
| HEATH HUNT SCOTT | Director Trustee or director | 2 | $0 |
| REBECCA BUCK | Director Trustee or director | 2 | $0 |
| DEAN SANTORO | Director Trustee or director | 2 | $0 |
| PETER CAPPOS | Director Trustee or director | 2 | $0 |
| KELILA HELLER | Director Trustee or director | 2 | $0 |
| LORNE LABEL MD | Director Trustee or director | 2 | $0 |
| JAMES LACEY | Director Trustee or director | 2 | $0 |
| JENNIFER LENZO | Director Trustee or director | 2 | $0 |
| ARLEEN PAULINO | Director Trustee or director | 2 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENICA POLAKOW | Director Trustee or director | 2 | $0 |
| KERRIE SADLER | Director Trustee or director | 2 | $0 |
| PAUL SHANE | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREA GALLAGHER | President Officer | 40 | $123,500 |
| ILONA CLARK | Res Dev Chair Trustee or director | 2 | $6,000 |
| KARA BUSS | Board Chair Trustee or director | 2 | $0 |
| VERONICA AMICI | Finance Chair Trustee or director | 2 | $0 |
| KATHRYN WILTFONG | Secretary Trustee or director | 2 | $0 |
| MARTY BLUMENTHAL | Director Trustee or director | 2 | $0 |
| DWIGHT BROWN | Director Trustee or director | 2 | $0 |
| REBECCA BUCK | Director Trustee or director | 2 | $0 |
| MARISSA BUSS | Director Trustee or director | 2 | $0 |
| PETER CAPPOS | Director Trustee or director | 2 | $0 |
| KELILA HELLER | Director Trustee or director | 2 | $0 |
| LORNE LABEL MD | Director Trustee or director | 2 | $0 |
| JAMES LACEY | Director Trustee or director | 2 | $0 |
| JENNIFER LENZO | Director Trustee or director | 2 | $0 |
| JAMES P MURRAY | Director Trustee or director | 2 | $0 |
| ARLEEN PAULINO | Director Trustee or director | 2 | $0 |
| JENICA POLAKOW | Director Trustee or director | 2 | $0 |
| KERRIE SADLER | Director Trustee or director | 2 | $0 |
| PAUL SHANE | Director Trustee or director | 2 | $0 |
| DOROTHY SHERMAN | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 401 HODENCAMP RD, THOUSAND OAKS, CA 91360-5467
- Principal officer (990 for 2024)
- ANDREA GALLAGHER, 401 HODENCAMP ROAD, THOUSAND OAKS, CA 91360
- Signed the 990
- ANDREA GALLAGHER, President & CEO
- Phone
- (805) 497-0189
- Website
- SENIORCONCERNS.ORG
- Return prepared by
- Anthony Bonenfant & Co
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2992927 or by the name CONEJO VALLEY SENIOR CONCERNS.
- 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
SENIOR CONCERNS' MISSION IS TO PROVIDE PROGRAMS AND SERVICES WHICH SUPPORT AND IMPROVE THE HEALTH, WELL-BEING AND QUALITY OF LIFE FOR SENIORS AND FAMILY CAREGIVERS.
Program accomplishments
- ADULT DAY PROGRAM: SENIOR CONCERNS' ADULT DAY PROGRAM PROVIDES A FRIENDLY, SUPPORTIVE ENVIRONMENT THAT ENCOURAGES WELL-BEING, SOCIALIZATION AND THE HIGHEST LEVEL OF FUNCTIONING FOR THOSE WITH DEMENTIA, PARKINSON'S DISEASE, STROKE, FRAILTY, AND OTHER DEBILITATING CONDITIONS. OUR PARTICIPANTS CANNOT REMAIN AT HOME ALONE BECAUSE OF SAFETY ISSUES AND SOCIAL ISOLATION. SENIOR CONCERNS PROVIDES THE ONLY ADULT DAY PROGRAM IN EASTERN VENTURA COUNTY. THE ADULT DAY PROGRAM ALSO ADDRESSES THE VITAL NEED FOR RESPITE (TIME AWAY) FOR FAMILY CAREGIVERS. RESPITE IS VITAL TO THE HEALTH AND WELL-BEING OF THE SENIOR. RESPITE TIME ENABLES FAMILY CAREGIVERS TO WORK AND TAKE CARE OF PERSONAL NEEDS SUCH AS DOCTOR'S VISITS.Expenses $695,158 · revenue $384,760
- MEALS ON WHEELS PROGRAM: THE MEALS ON WHEELS PROGRAM ADDRESSES THE GROWING PROBLEM OF FOOD INSECURITY AMONG HOMEBOUND SENIORS. FOOD INSECURITY (LIMITED OR UNCERTAIN AVAILABILITY OF NUTRITIONALLY ADEQUATE AND SAFE FOOD, OR LIMITED AND UNCERTAIN ABILITY TO ACQUIRE ACCEPTABLE FOODS) HAPPENS BECAUSE OF LOW INCOME, PHYSICAL CONSTRAINTS, LACK OF TRANSPORTATION, REDUCED AVAILABILITY OF FOOD, LACK OF SOCIALIZATION, AND REDUCED FOOD INTAKE DUE TO TASTE (TASTE BUDS DECLINE WITH AGE; MEDICATIONS MAY ALTER APPETITES). SENIOR CONCERNS' TEAM OF VOLUNTEER MEALS ON WHEELS DRIVERS DELIVER A HOT LUNCH AND LIGHT DINNER 364 DAYS A YEAR TO HOMEBOUND SENIORS IN THOUSAND OAKS, NEWBURY PARK, WESTLAKE VILLAGE, OAK PARK, AGOURA HILLS AND THE UNINCORPORATED AREA OF LAKE SHERWOOD.Expenses $473,334 · revenue $211,403
- OTHER MEAL PROGRAM: WITH CONGREGATE MEALS SITES CLOSED, THERE HAS BEEN A TREMENDOUS INCREASE IN NEED FOR HOME DELIVERED MEALS IN THE SENIOR POPULATION. SENIOR CONCERNS HAS BEEN OPERATING A TRADITIONAL MEALS ON WHEELS PROGRAM IN THE COMMUNITY SINCE OUR FOUNDING IN 1975. WE PARTNER WITH LOS ROBLES HOSPITAL, WHO PREPARES MEALS FRESH DAILY TO MEET A VARIETY OF NUTRITIONAL NEEDS. TO MEET INCREASED DEMAND, WE HAVE EXPANDED OUR PARTNERSHIPS AND ARE NOW ALSO WORKING WITH A LOCAL RESTAURANT TO PREPARE A PORTION OF THE MEALS. WE HAVE STAFF AT BOTH SITES WHO PACK THE MEALS AND COORDINATE WITH OUR TEAM OF VOLUNTEER DRIVERS TO DELIVER MEALS DAILY TO HOMEBOUND SENIORS IN THOUSAND OAKS, NEWBURY PARK, OAK PARK AND THE VENTURA COUNTY SIDE OF WESTLAKE VILLAGE.WE ARE ALSO THE COORDINATING AGENCY FOR THE VENTURA COUNTY AREA AGENCY ON AGING, WORKING IN OUR COMMUNITY WITH A LOCAL RESTAURANT TO OPERATE A MEAL DELIVERY SERVICE FOR SENIORS IN THE VENTURA COUNTY AREA.Expenses $382,719 · revenue $372,739
- SENIOR ADVOCACY SERVICES: SENIOR CONCERNS' SENIOR ADVOCACY SERVICES TEAM OF SPECIALLY TRAINED SENIOR ADVOCATES PROVIDES CASE MANAGEMENT TO LOW INCOME SENIORS AND THEIR CAREGIVERS IN EASTERN VENTURA COUNTY AND WESTERN LOS ANGELES COUNTY. OUR SENIOR ADVOCATES WORK WITH SENIORS AND THEIR FAMILIES TO CREATE A PLAN FOCUSING ON COMMUNITY SERVICES, LEGAL, HEALTH AND FINANCIAL NEEDS. BASED ON EACH CLIENT'S NEES, WE PROVIDE INFORMATION, REFERRALS AND PERSONAL ADVOCACY IN A VARIETY OF AREAS OF HEALTHCARE, ADULT PROTECTIVE SERVICES AND MEDICARE/MEDICAL/SOCIAL SECURITY.Expenses $117,645 · revenue $22,205
- CAREGIVER SUPPORT CENTER: AS MORE AND MORE PEOPLE ASSUME THE ROLE OF FAMILY (UNPAID) CAREGIVER, THERE IS AN INCREASED NEED FOR SUPPORTIVE SERVICES FOR THE FAMILY CAREGIVER. SENIOR CONCERNS' CAREGIVER SUPPORT CENTER PROVIDES ONE-ON-ONE FAMILY CONSULTATIONS, INFORMATION AND RESOURCES, SUPPORT, RESPITE AND EDUCATION AT NO COST TO THE FAMILY CAREGIVER.Expenses $114,197 · revenue $58,702
- PLACEMENT REFERRAL PROGRAMrevenue $35,517
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
- 95-2992927
- 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
- 1978
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $5,251,002
- Income (IRS master file)
- $2,975,047
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,647,536 | $2,547,816 | $5,251,002 | IRS |
| 990 | June 2024 | $2,568,954 | $2,232,375 | $5,115,045 | XML |
| 990 | June 2023 | $2,875,871 | $2,086,399 | $4,729,670 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 95-2992927).
Questions about CONEJO VALLEY SENIOR CONCERNS
- What is the EIN of CONEJO VALLEY SENIOR CONCERNS?
- The employer identification number (EIN) of CONEJO VALLEY SENIOR CONCERNS is 95-2992927.
- Is CONEJO VALLEY SENIOR CONCERNS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to CONEJO VALLEY SENIOR CONCERNS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CONEJO VALLEY SENIOR CONCERNS 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 CONEJO VALLEY SENIOR CONCERNS 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 CONEJO VALLEY SENIOR CONCERNS 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 CONEJO VALLEY SENIOR CONCERNS?
- The 990 for the year ended June 30, 2025 names ANDREA GALLAGHER.
- Who are the officers and directors of CONEJO VALLEY SENIOR CONCERNS?
- The 990 for the year ended June 30, 2025 lists 18 people; 2 received compensation from the organization, the highest $143,833 (ANDREA GALLAGHER, President & CEO).
- How much revenue does CONEJO VALLEY SENIOR CONCERNS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,647,536, expenses of $2,547,816 and total assets of $5,251,002 at year end.
Other nonprofits in THOUSAND OAKS
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- HARBOR HOUSE EIN 38-4100881 · last filed 990 for 2024
- ASSISTANCE LEAGUE OF CONEJO VALLEY EIN 95-4537993 · last filed 990 for 2025
- BEYOND US & THEM EIN 92-3866280 · last filed 990 for 2024
- RAISINGHOPE INC EIN 47-1788053 · last filed 990 for 2024
- SOCIETY OF SAINT VINCENT DE PAUL ST PASCHAL BAYLON CONFERENCE EIN 27-1002063 · last filed 990 for 2025
- GOEBEL SENIOR CENTER COMMISSION INC EIN 95-3474700 · last filed 990 for 2025
- MOTOR FOR TOYS CHARITABLE FOUNDATION EIN 47-0960486 · last filed 990 for 2025
All nonprofits in THOUSAND OAKS · California · Human services