Totals
- Total revenue
- $20,439,086
- Total expenses
- $18,544,490
- Contributions and grants received
- $14,038,963
- Grants paid
- $0
- Program service revenue
- $5,706,207
- Investment income
- $441,219
- Other revenue
- $252,697
- Total assets, end of year
- $22,441,581
- Total liabilities, end of year
- $2,862,735
- Net assets or fund balances, end of year
- $19,578,846
- Program services expenses (Part IX)
- $17,231,727
- Management and general expenses
- $659,752
- Fundraising expenses
- $653,011
- Program service expenses (Part III)
- $17,231,727
Program services were 92.9% 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.
-
1c · Fundraising events
$10,780
-
1e · Government grants (contributions)
$10,709,479
-
1f · All other contributions, gifts and grants
$3,318,704
-
2a · Program service revenue: SOCIAL MEALS
total $2,092,702 · related or exempt $2,092,702
-
2b · Program service revenue: ANAHEIM VIP CENTER
total $1,898,961 · related or exempt $1,898,961
-
2c · Program service revenue: CARE COORDINATION
total $1,635,888 · related or exempt $1,635,888
-
2d · Program service revenue: SANTA ANA VIP CENTER
total $39,424 · related or exempt $39,424
-
2e · Program service revenue: BUENA PARK ADULT DAY CARE PROGRAM
total $39,232 · related or exempt $39,232
-
3 · Investment income
total $261,757 · excluded $261,757
-
7a · Gross sales of assets other than inventory
other assets $205,000
-
7b · Less cost or other basis and sales expenses
other assets $25,538
-
7c · Gain or loss
other assets $179,462
-
7d · Net gain or loss
total $179,462 · excluded $179,462
-
8a · Fundraising events: gross income
$27,420
-
8a · Fundraising events: contributions included on line 1c
$10,780
-
8b · Fundraising events: direct expenses
$31,561
-
8c · Net income from fundraising events
total -$4,141 · excluded -$4,141
-
11a · Other revenue: BAD DEBT RECOVERY
total $251,844 · unrelated business $251,844
-
11b · Other revenue: MISCELLANEOUS INCOME
total $4,994 · related or exempt $4,994
-
11e · Other revenue, total
$256,838
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $792,534 · program services $749,691 · fundraising $42,843
-
7 · Other salaries and wages
total $5,152,512 · program services $4,920,687 · management and general $145,510 · fundraising $86,315
-
8 · Pension plan contributions
total $81,361 · program services $78,140 · management and general $2,828 · fundraising $393
-
9 · Other employee benefits
total $871,920 · program services $821,190 · management and general $9,989 · fundraising $40,741
-
10 · Payroll taxes
total $432,781 · program services $412,900 · management and general $10,735 · fundraising $9,146
-
11b · Fees: legal
total $42,483 · program services $5,125 · management and general $37,358
-
11c · Fees: accounting
total $101,228 · program services $101,228
-
11f · Fees: investment management
total $40,334 · management and general $40,334
-
11g · Fees: other
total $3,571,528 · program services $3,476,254 · management and general $152 · fundraising $95,122
-
12 · Advertising and promotion
total $338,767 · program services $674 · management and general $9,340 · fundraising $328,753
-
13 · Office expenses
total $124,674 · program services $119,177 · management and general $3,900 · fundraising $1,597
-
14 · Information technology
total $334,065 · program services $315,089 · fundraising $18,976
-
16 · Occupancy
total $762,452 · program services $759,725 · management and general $1,055 · fundraising $1,672
-
17 · Travel
total $657,131 · program services $641,872 · management and general $14,120 · fundraising $1,139
-
19 · Conferences, conventions and meetings
total $35,427 · program services $18,138 · management and general $8,861 · fundraising $8,428
-
20 · Interest
total $25,401 · program services $25,401
-
22 · Depreciation, depletion and amortization
total $434,584 · program services $194,400 · management and general $240,184
-
23 · Insurance
total $247,263 · program services $247,263
-
24a · Other expenses: FOOD AND SUPPLY COST
total $4,203,728 · program services $4,203,728
-
24b · Other expenses: BAD DEBT EXPENSE
total $92,373 · management and general $92,373
-
24c · Other expenses: MEDICAL SUPPLIES
total $56,807 · program services $56,807
-
24e · All other expenses
total $145,137 · program services $84,238 · management and general $43,013 · fundraising $17,886
-
26 · Joint costs (an allocation of the lines above)
total $370,328 · program services $185,164 · management and general $0 · fundraising $185,164
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,518,630 · end of year $5,146,507
-
2 · Savings and temporary cash investments
beginning of year $106,179 · end of year $82,190
-
3 · Pledges and grants receivable
end of year $2,891,495
-
4 · Accounts receivable
beginning of year $3,730,688 · end of year $781,273
-
8 · Inventories for sale or use
beginning of year $348,177 · end of year $385,826
-
9 · Prepaid expenses and deferred charges
beginning of year $46,810 · end of year $123,424
-
10a · Land, buildings and equipment: cost or other basis
$11,088,624
-
10b · Land, buildings and equipment: accumulated depreciation
$5,741,556
-
10c · Land, buildings and equipment, net
beginning of year $5,445,533 · end of year $5,347,068
-
11 · Investments: publicly traded securities
beginning of year $7,168,461 · end of year $7,629,125
-
15 · Other assets
beginning of year $154,071 · end of year $54,673
-
17 · Accounts payable and accrued expenses
beginning of year $609,652 · end of year $1,617,433
-
19 · Deferred revenue
end of year $3,820
-
23 · Secured mortgages and notes payable
beginning of year $1,257,261 · end of year $1,193,265
-
25 · Other liabilities
beginning of year $1,219,574 · end of year $48,217
-
27 · Net assets without donor restrictions
beginning of year $17,270,476 · end of year $19,515,645
-
28 · Net assets with donor restrictions
beginning of year $161,586 · end of year $63,201
Mission and programs · 2024
Mission
TO NOURISH THE WELLNESS, PURPOSE AND DIGNITY OF SENIORS AND THEIR FAMILIES IN OUR COMMUNITY.
-
TITLE III-C ELDERLY NUTRITION SERVICES/TITLE III-B SUPPORTIVE SERVICES:TITLE III-C ELDERLY NUTRITION SERVICES - PROVIDES HOME-DELIVERD MEALS TO HOMEBOUND SENIORS AND CONGREGATE MEALS AT SENIOR AND COMMUNITY CENTERS, SUPPORTING NUTRITION AND SOCIALIZATION FOR OLDER ADULTS IN CENTRAL AND NORTHERN ORANGE COUNTY. ALL MEAL PROGRAMS MEET NUTRITIONAL GUIDELINES FOR OLDER ADULTS. TITLE III-B SUPPORTIVE SERVICES - OFFERS CASE MANAGEMENT, IN-HOME SUPPORTIVE SERVICES (SUCH AS HOMEMAKING, PERSONAL CARE, AND CHORE ASSISTANCE) FOR ELIGIBLE SENIORS THROUGHOUT ORANGE COUNTY TO PROMOTE INDEPENDENCE AND WELL-BEING. (CONTINUED ON SCHEDULE O)ADULT DAY SERVICES IN BUENA PARK FOR OLDER ADULTS EXPERIENCING THE NEED FOR SOCIAL-BASED (NON-MEDICAL) CARE IN A GROUP SETTING. TRANSPORTATION SERVICES ARE PROVIDED IN CENTRAL AND NORTHERN ORANGE COUNTY TO OLDER ADULTS WHO NEED TRANSPORTATION TO SENIOR CENTERS, LOCAL FINANCIAL INSTITUTIONS AND OTHER NON-MEDICAL LOCATIONS
Expenses $11,368,351 · Revenue $39,232
-
ADULT AND OLDER ADULT CARE: THE SANTA ANA AND ANAHEIM VIP PROGRAMS - PROVIDE COMPREHENSIVE DAYTIME CARE AND MEDICAL SUPERVISION TO FUNCTIONALLY IMPAIRED ADULTS WHICH INCLUDE REHABILITATIVE THERAPIES AND SOCIAL ACTIVITIES. THE SANTA ANA CENTER CLOSED IN JULY 2025.HCA (HEALTH CARE AGENCY) - THIS PROGRAM PARTNERS WITH HEALTHCARE AND OLDER ADULT ORGANIZATIONS TO PROVIDE PERSON-CENTERED CARE MANAGEMENT TO PROVIDE ON-GOING PLANS OF CARE AND ACCESS TO HEALTH CARE AND THERAPIES, MEDICATION MANAGEMENT, FAMILY INFORMATION SHARING AND MUCH MORE. (CONTINUED ON SCHEDULE O)MEALS ON WHEELS IS THE SOLE LOCAL ADMINISTRATOR FOR THE CENTRAL AND NORTH ORANGE COUNTY SERVICE AREAS, RESPONSIBLE FOR IMPLEMENTING AND ADMINISTRATION OF THIS PROGRAM.
Expenses $4,073,662 · Revenue $3,579,267
-
SOCIAL MEALS - THIS PROGRAM PROVIDES NUTRITION AND SUPPORTIVE SERVICES TO ENHANCE THE PHYSICAL AND MENTAL WELL-BEING OF THE ELDERLY POPULATION. IT ENCOURAGES DIGNITY AND SELF CONTROL.
Expenses $1,720,483 · Revenue $2,092,702
-
OLDER ADULTS RECOVERY AND RESILIENCE ("OARR") - PROVIDED INTERGENERATIONAL ACTIVITIES TO REDUCE SOCIAL ISOLATION AND STRENGTHEN COMMUNITY CONNECTIONS AMONG OLDER ADULTS, ADULTS, AND CHILDREN; THIS PROGRAM CONCLUDED IN SEPTEMBER 2024.
Expenses $69,231
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Randy PlattRANDY PLATT
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Lynn DaucherLYNN DAUCHER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Richard LeeRICHARD LEE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Tony ChurchTONY CHURCH
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Earle ZuchtEARLE ZUCHT
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Gary CoburnGARY COBURN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ruth Cossio-MunizRUTH COSSIO-MUNIZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Anna FlorANNA FLOR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Susan LuceroSUSAN LUCERO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Aaron MaloAARON MALO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Stuart MossSTUART MOSS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Di PattersonDI PATTERSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Chalat RajaramCHALAT RAJARAM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Fariba ToofanianFARIBA TOOFANIAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Devon WiensDEVON WIENS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Susan WilligSUSAN WILLIG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William YoungWILLIAM YOUNG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Holly HaglerHOLLY HAGLER
CHIEF EXECUTIVE OFFICER
- Total calculated
- $384,229
- From this org
- $346,826
- From related orgs
- $0
- Other
- $37,403
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $310,826
- Bonus
- $36,000
- Other
- $0
- Deferred
- $14,078
- Nontaxable benefits
- $23,325
- Filer's total
- $384,229
-
Tina PronkTINA PRONK
CHIEF FINANCIAL & ADMINISTRATIVE OFFICER
- Total calculated
- $244,262
- From this org
- $233,156
- From related orgs
- $0
- Other
- $11,106
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $208,156
- Bonus
- $25,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $11,106
- Filer's total
- $244,262
-
Darla OlsonDARLA OLSON
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $207,762
- From this org
- $187,935
- From related orgs
- $0
- Other
- $19,827
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $172,935
- Bonus
- $15,000
- Other
- $0
- Deferred
- $6,679
- Nontaxable benefits
- $13,148
- Filer's total
- $207,762
-
Alejandro LupercioALEJANDRO LUPERCIO
VICE PRESIDENT OF SOCIAL SERVICES
- Total calculated
- $212,245
- From this org
- $183,364
- From related orgs
- $0
- Other
- $28,881
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $168,364
- Bonus
- $15,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $28,881
- Filer's total
- $212,245
-
Byron Giovanni CorzoBYRON GIOVANNI CORZO
VICE PRESIDENT OF CARE SERVICES
- Total calculated
- $210,913
- From this org
- $188,127
- From related orgs
- $0
- Other
- $22,786
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $174,627
- Bonus
- $13,500
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $22,786
- Filer's total
- $210,913
-
Jane M RothJANE M ROTH
VICE PRESIDENT FOOD SERVICES
- Total calculated
- $165,221
- From this org
- $149,509
- From related orgs
- $0
- Other
- $15,712
- Hours/week
- 10
Schedule J breakdown matched by us
- Base
- $127,009
- Bonus
- $22,500
- Other
- $0
- Deferred
- $11,765
- Nontaxable benefits
- $3,947
- Filer's total
- $165,221
-
Shannon Michelle KingSHANNON MICHELLE KING
SENIOR DIRECTOR OF DEVELOPMENT
- Total calculated
- $142,568
- From this org
- $142,568
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Santa Laura MendozaSANTA LAURA MENDOZA
CONTROLLER
- Total calculated
- $175,017
- From this org
- $163,987
- From related orgs
- $0
- Other
- $11,030
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,487
- Bonus
- $2,500
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $11,030
- Filer's total
- $175,017
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- CEO COMPENSATION IS REVIEWED, AND APPROVED, BY THE BOARD OF DIRECTORS. THE BOARD IS PROVIDED WITH A COMPARABILITY ANALYSIS PROVIDED BY HUMAN RESOURCES AND DERIVED FROM RELEVANT SOURCES. THE DELIBERATIONS OF THE BOARD ARE RECORDED IN BOARD MINUTES. BOARD MEMBERS WITH CONFLICTS OF INTEREST ARE NOT INCLUDED IN THE DELIBERATIONS. SENIORSERV PARTICIPATES IN AN ANNUAL SALARY SURVEY FOR NOT-FOR-PROFIT ORGANIZATIONS IN ORANGE COUNTY, CA. THE COMPENSATION OF SENIOR MANAGEMENT IS REVIEWED, AND APPROVED, BY THE BOARD OF DIRECTORS. THE BOARD IS PROVIDED WITH A COMPARABILITY ANALYSIS PROVIDED BY HUMAN RESOURCES AND DERIVED FROM RELEVANT SOURCES. THE DELIBERATIONS OF THE BOARD ARE RECORDED IN BOARD MINUTES. BOARD MEMBERS WITH CONFLICTS OF INTEREST ARE NOT INCLUDED IN THE DELIBERATIONS. SENIORSERV PARTICIPATES IN AN ANNUAL SALARY SURVEY FOR NOT-FOR-PROFIT ORGANIZATIONS IN ORANGE COUNTY, CA.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 March 2026
- IRS schema version
- 2024v5.5
- Source object
- 202630709349302003
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