Totals
- Total revenue
- $2,568,954
- Total expenses
- $2,232,375
- Contributions and grants received
- $1,026,211
- Grants paid
- $0
- Program service revenue
- $1,090,282
- Investment income
- $88,925
- Other revenue
- $363,536
- Total assets, end of year
- $5,115,045
- Total liabilities, end of year
- $341,216
- Net assets or fund balances, end of year
- $4,773,829
- Program services expenses (Part IX)
- $1,648,730
- Management and general expenses
- $386,784
- Fundraising expenses
- $196,861
- Program service expenses (Part III)
- $1,648,730
Program services were 73.9% 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
$1,026,211
-
2a · Program service revenue: PROGRAMS
total $1,090,282 · related or exempt $1,090,282
-
3 · Investment income
total $88,925 · related or exempt $88,925
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$650,433
-
8b · Fundraising events: direct expenses
$302,116
-
8c · Net income from fundraising events
total $348,317
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$150,397
-
10b · Cost of goods sold
$135,178
-
10c · Net income from sales of inventory
total $15,219 · related or exempt $15,219
-
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 $123,500 · program services $83,279 · management and general $27,913 · fundraising $12,308
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,063,883 · program services $717,400 · management and general $240,460 · fundraising $106,023
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $62,585 · program services $35,451 · management and general $19,600 · fundraising $7,534
-
10 · Payroll taxes
total $99,214 · program services $56,199 · management and general $31,072 · fundraising $11,943
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $1,608 · program services $792 · management and general $816
-
11c · Fees: accounting
total $12,118 · management and general $12,118
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $4,721 · program services $4,045 · management and general $364 · fundraising $312
-
13 · Office expenses
total $52,391 · program services $29,421 · management and general $5,944 · fundraising $17,026
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $96,846 · program services $63,218 · management and general $19,964 · fundraising $13,664
-
17 · Travel
total $4,622 · program services $3,889 · management and general $707 · fundraising $26
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $13,812 · program services $12,865 · management and general $749 · fundraising $198
-
20 · Interest
total $4,087 · program services $2,043 · management and general $1,022 · fundraising $1,022
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $79,985 · program services $79,985
-
23 · Insurance
total $22,516 · program services $14,458 · management and general $4,740 · fundraising $3,318
-
24a · Other expenses: FOOD AND SUPPLIES
total $278,753 · program services $278,420 · management and general $226 · fundraising $107
-
24b · Other expenses: PROGRAM SERVICE SCHOLARSHIPS
total $112,890 · program services $112,890
-
24c · Other expenses: DIRECT CONSTITUENT SERVICES
total $78,941 · program services $78,941
-
24d · Other expenses: OUTSIDE SERVICES
total $67,183 · program services $44,237 · management and general $13,723 · fundraising $9,223
-
24e · All other expenses
total $52,720 · program services $31,197 · management and general $7,366 · fundraising $14,157
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $704,256 · end of year $799,765
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $866,820 · end of year $131,977
-
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
beginning of year $19,192 · end of year $30,364
-
10a · Land, buildings and equipment: cost or other basis
$3,391,642
-
10b · Land, buildings and equipment: accumulated depreciation
$1,978,241
-
10c · Land, buildings and equipment, net
beginning of year $1,477,039 · end of year $1,413,401
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
beginning of year $1,662,363 · end of year $2,739,538
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $155,067 · end of year $151,283
-
19 · Deferred revenue
beginning of year $31,290 · end of year $47,355
-
25 · Other liabilities
beginning of year $146,183 · end of year $142,578
-
27 · Net assets without donor restrictions
beginning of year $4,397,130 · end of year $4,773,829
Mission and programs · 2023
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.
-
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 $608,697 · Revenue $378,424
-
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 $474,097 · Revenue $219,521
-
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 $263,741 · Revenue $396,463
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
ANDREA GALLAGHER
President
- Total calculated
- $123,500
- From this org
- $123,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
ILONA CLARK
Res Dev Chair
- Total calculated
- $6,000
- From this org
- $6,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
KARA BUSS
Board Chair
- Total calculated
- $0
- Hours/week
- 2
-
VERONICA AMICI
Finance Chair
- Total calculated
- $0
- Hours/week
- 2
-
KATHRYN WILTFONG
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
MARTY BLUMENTHAL
Director
- Total calculated
- $0
- Hours/week
- 2
-
DWIGHT BROWN
Director
- Total calculated
- $0
- Hours/week
- 2
-
REBECCA BUCK
Director
- Total calculated
- $0
- Hours/week
- 2
-
MARISSA BUSS
Director
- Total calculated
- $0
- Hours/week
- 2
-
PETER CAPPOS
Director
- Total calculated
- $0
- Hours/week
- 2
-
KELILA HELLER
Director
- Total calculated
- $0
- Hours/week
- 2
-
LORNE LABEL MD
Director
- Total calculated
- $0
- Hours/week
- 2
-
JAMES LACEY
Director
- Total calculated
- $0
- Hours/week
- 2
-
JENNIFER LENZO
Director
- Total calculated
- $0
- Hours/week
- 2
-
JAMES P MURRAY
Director
- Total calculated
- $0
- Hours/week
- 2
-
ARLEEN PAULINO
Director
- Total calculated
- $0
- Hours/week
- 2
-
JENICA POLAKOW
Director
- Total calculated
- $0
- Hours/week
- 2
-
KERRIE SADLER
Director
- Total calculated
- $0
- Hours/week
- 2
-
PAUL SHANE
Director
- Total calculated
- $0
- Hours/week
- 2
-
DOROTHY SHERMAN
Director
- Total calculated
- $0
- Hours/week
- 2
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
- 2023
- Filed
- 1 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423069349303022
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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