Form 990 for tax year 2024
Filed by HUNTINGTON BEACH COUNCIL ON AGING.
Totals
- Total revenue
- $399,321
- Total expenses
- $409,730
- Contributions and grants received
- $163,690
- Grants paid
- $0
- Program service revenue
- $231,575
- Investment income
- $4,056
- Other revenue
- $0
- Total assets, end of year
- $449,368
- Total liabilities, end of year
- $3,745
- Net assets or fund balances, end of year
- $445,623
- Program services expenses (Part IX)
- $371,326
- Management and general expenses
- $27,931
- Fundraising expenses
- $10,473
- Program service expenses (Part III)
- $371,326
Program services were 90.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$163,690
-
2a · Program service revenue: PROGRAM EVENTS FOR SENIOR
total $206,330 · excluded $206,330
-
2b · Program service revenue: SENIOR TRANSPORTATION PGM
total $25,245 · excluded $25,245
-
3 · Investment income
total $4,808 · excluded $4,808
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $33,263
-
7b · Less cost or other basis and sales expenses
securities $34,015
-
7c · Gain or loss
securities -$752
-
7d · Net gain or loss
total -$752 · excluded -$752
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $8,048 · management and general $8,048
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $136,959 · program services $136,959
-
12 · Advertising and promotion
total $6,997 · fundraising $6,997
-
13 · Office expenses
total $2,442 · management and general $2,442
-
14 · Information technology
total $11,629 · program services $5,816 · management and general $5,813
-
15 · Royalties
total $0
-
16 · Occupancy
total $3,601 · management and general $3,601
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $2,045 · program services $2,045
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $3,972 · management and general $3,972
-
24a · Other expenses: SENIOR TRAVEL-PROGRAM
total $119,847 · program services $119,847
-
24b · Other expenses: FOOD
total $33,215 · program services $33,215
-
24c · Other expenses: VEHICLE EXPENSE
total $31,897 · program services $31,897
-
24d · Other expenses: SUPPLIES
total $18,286 · program services $18,286
-
24e · All other expenses
total $30,792 · program services $23,261 · management and general $4,055 · fundraising $3,476
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $79,763 · end of year $112,263
-
2 · Savings and temporary cash investments
beginning of year $141,812 · end of year $174,917
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $255,144 · end of year $162,188
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $2 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $25,875 · end of year $3,745
-
27 · Net assets without donor restrictions
beginning of year $431,154 · end of year $430,767
-
28 · Net assets with donor restrictions
beginning of year $19,692 · end of year $14,856
Mission and programs · 2024
Mission
OFFERING SERVICES TO SENIORS IN THE COMMUNITY, INCLUDING CLASSES, MEALS, TRANSPORTATION, EMERGENCY HOUSING HELP, EVENTS AND REFERRALS.
-
RECREATION & EDUCATION: ACTIVITIES, EVENTS AND CLASSES FOR SENIORS, INCLUDING TRAVEL PROGRAMS, COMMUNITY GATHERINGS, AND WELLNESS EVENTS SUCH AS A 5K WALK. THE ORGANIZATION HOSTED 14 EVENTS THROUGHOUT THE YEAR, SERVING OVER 3,000 PARTICIPANTS. A RESOURCE FAIR WITH 60 BOOTHS OFFERED EDUCATIONAL MATERIALS,INFORMATION, PRODUCTS, AND SERVICES. VOLUNTEER-LED CLASSES AND AN ARTS & CRAFTS CLASS. THE ORGANIZATION ALSO PRODUCES A MONTHLY MAGAZINE THAT PROMOTES AND HIGHLIGHTS RECREATION ACTIVITIES AND EVENTS THROUGHOUT THE YEAR.
Expenses $256,064
-
SOCIAL SERVICES: FACILITATES OPTIMAL AGING IN PLACE FOR HUNTINGTON BEACH RESIDENTS. DIRECT SERVICES INCLUDE CARE MANAGEMENT, HOME DELIVERY OF MEALS, INFORMATION AND REFERRAL, MOBILITY AND HOME SAFETY SUPPORT, FINANCIAL RESOURCES TO MAINTAIN HOUSING, AND EMOTIONAL AND SOCIAL SUPPORT. MOST SERVICES ARE TARGETED TOWARD OLDER ADULTS WHO ARE UNDER-SUPPORTED AND HAVE LOWER INCOMES. IN 2024, 1060 UNDUPLICATED PEOPLE WERE SERVED AND OVER 6400 POINTS OF CONTACT WERE MADE THROUGH CARE MANAGEMENT. HOME DELIVERED MEALS COORDINATED AND DELIVERED OVER 81,500 MEALS TO A TOTAL OF 199 UNDUPLICATED INDIVIDUALS IN 2024. THERE ARE NO COSTS TO CUSTOMERS, DONATIONS ARE ACCEPTED. HBCOA PROVIDES FUNDS TOWARD STAFFING OF THREE PART-TIME CITY POSITIONS, SUPPORT OF EMERGENCY RESPONSE SYSTEMS, SUPPORT TOWARD 400 VOLUNTEERS WHO PROVIDES SUPPORT IN ALL AREAS OF THE SENIOR CENTER, AND DIRECT GOODS PURCHASED FOR LOW-INCOME,ONGOING CLIENTS.
Expenses $70,954
-
TRANSPORTATION: REGISTRATION, DISPATCHING, COORDINATION, RIDES, REMINDERS, AND OTHER ACTIVITIES REQUIRED TO PROVIDE TRIPS TO OLDER ADULT RESIDENTS OF HUNTINGTON BEACH. PROVIDED 22,400 RIDES AND SERVICES TO A TOTAL OF 512 UNDUPLICATED PEOPLE IN 2024. THERE IS NO COST TO THE RIDER, DONATIONS ARE ACCEPTED. HBCOA SUPPORTS FUNDING OF ONE CITY STAFF PERSON, TECHNOLOGY COSTS, VEHICLE MAINTENANCE, VOLUNTEER SUPPORT AND MATCHING FUNDS FOR A LARGER GRANT THROUGH OCTA.
Expenses $44,308
As filed on the 2024 return.
Listed in Part VII
-
Beverly MastBEVERLY MAST
ADMIN SEC.
- Total calculated
- $0
- Hours/week
- 0
-
Phil BurtisPHIL BURTIS
CFO
- Total calculated
- $0
- Hours/week
- 0
-
John VillaJOHN VILLA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Mary DeguelleMARY DEGUELLE
ASST.ADM.SEC.
- Total calculated
- $0
- Hours/week
- 0
-
Jose JuarezJOSE JUAREZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Bob AllenBOB ALLEN
2ND VP
- Total calculated
- $0
- Hours/week
- 0
-
Teri SimonisTERI SIMONIS
ASST.REC. SEC.
- Total calculated
- $0
- Hours/week
- 0
-
Diana ZimmerDIANA ZIMMER
Treasurer
- Total calculated
- $0
- Hours/week
- 0
-
Celine KeebleCELINE KEEBLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Carolyn RossCAROLYN ROSS
President
- Total calculated
- $0
- Hours/week
- 0
-
Stephanie BabkowSTEPHANIE BABKOW
REC.SECY
- Total calculated
- $0
- Hours/week
- 0
-
Justin DeyleJUSTIN DEYLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Ed PinchiffED PINCHIFF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Barbara ScottBARBARA SCOTT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Beverly FlemingBEVERLY FLEMING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
James PikeJAMES PIKE
IMED,PAST PRES
- Total calculated
- $0
- Hours/week
- 0
-
Ellen HopekearnsELLEN HOPEKEARNS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Patti CodyPATTI CODY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Lindsay DufresneLINDSAY DUFRESNE
1ST VICE.PRES
- Total calculated
- $0
- Hours/week
- 0
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 7 May 2025
- IRS schema version
- 2024v5.1
- Source object
- 202521279349304357
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