Form 990 for tax year 2025
Filed by HUNTINGTON BEACH COUNCIL ON AGING.
Totals
- Total revenue
- $428,889
- Total expenses
- $306,576
- Contributions and grants received
- $184,269
- Grants paid
- $0
- Program service revenue
- $225,224
- Investment income
- $9,062
- Other revenue
- $10,334
- Total assets, end of year
- $587,451
- Total liabilities, end of year
- $2,317
- Net assets or fund balances, end of year
- $585,134
- Program services expenses (Part IX)
- $270,471
- Management and general expenses
- $31,261
- Fundraising expenses
- $4,844
- Program service expenses (Part III)
- $270,471
Program services were 88.2% 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
$184,269
-
2a · Program service revenue: PROGRAM EVENTS FOR SENIOR
total $198,629 · excluded $198,629
-
2b · Program service revenue: SENIOR TRANSPORTATION PGM
total $26,595 · excluded $26,595
-
3 · Investment income
total $7,496 · excluded $7,496
-
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 $17,414
-
7b · Less cost or other basis and sales expenses
securities $15,848
-
7c · Gain or loss
securities $1,566
-
7d · Net gain or loss
total $1,566 · related or exempt $1,566
-
8a · Fundraising events: gross income
$18,121
-
8b · Fundraising events: direct expenses
$7,787
-
8c · Net income from fundraising events
total $10,334 · excluded $10,334
-
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 $6,685 · management and general $6,685
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $104,484 · program services $100,550 · management and general $3,934
-
12 · Advertising and promotion
total $4,844 · fundraising $4,844
-
13 · Office expenses
total $0
-
14 · Information technology
total $11,005 · program services $5,204 · management and general $5,801
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $60,348 · program services $60,348
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $4,777 · management and general $4,777
-
24a · Other expenses: FOOD
total $34,820 · program services $34,820
-
24b · Other expenses: VEHICLE EXPENSE
total $26,430 · program services $26,430
-
24c · Other expenses: PROGRAM SUPPLIES AND MATERIALS
total $24,715 · program services $24,715
-
24d · Other expenses: Printing and Publications
total $9,121 · program services $9,121
-
24e · All other expenses
total $19,347 · program services $9,283 · management and general $10,064
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $112,263 · end of year $109,453
-
2 · Savings and temporary cash investments
beginning of year $174,917 · end of year $196,485
-
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 $162,188 · end of year $281,513
-
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
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $3,745 · end of year $2,317
-
27 · Net assets without donor restrictions
beginning of year $430,767 · end of year $547,983
-
28 · Net assets with donor restrictions
beginning of year $14,856 · end of year $37,151
Mission and programs · 2025
Mission
HBOCA PROVIDES FUNDING FOR SERVICES TO SENIORS IN THE COMMUNITY INCLUDING CLASSES, MEALS, TRANSPORTATION, EVENTS AND REFERALS.
-
HBCOA SUPPORTS FUNDING OF ONE CITY STAFF PERSON, PROGRAM TECHNOLOGY COSTS, VEHICLE MAINTENANCE, VOLUNTEER SUPPORT AND MATCHING FUNDS FOR A LARGER GRANT THROUGH OCTA.
Expenses $161,018
-
HBCOA SUPPORTS FUNDING FOR RECREATION & EDUCATION ACTIVITIES, EVENTS AND CLASSES FOR SENIORS, INCLUDING TRAVEL PROGRAMS, COMMUNITY GATHERINGS, AND WELLNESS EVENTS. THE HBCOA ALSO PRODUCES A MONTHLY MAGAZINE THAT PROMOTES AND HIGHLIGHTS RECREATION ACTIVITIES AND EVENTS THROUGHOUT THE YEAR.
Expenses $74,482
-
THE HBOCA IS A 501(C)3 NON-PROFIT ORGANIZATION WITH A VISTION THAT ALL HUNTINGTON BEACH SENIORS WILL HAVE ACCESS TO SERVICES, PROGRAMS, INFORMATION AND EDUCATION THAT PROMOTE DIGNITY ADN QUALITY OF LIFE. TO FACILITATE THAT VISION, THE HBCOA PROVIDES FUNDING FOR DOZENS OF PROGRAMS AND SERVICES OFFERED BY THE HUNTINGTON BEACH SENIOR CENTER IN CENTRAL PARK. THIS FUNDING ALLOWS THE SENIOR CENTER TO PROVIDE SENIOR RELATED PROGRAMS AND SERVICES TO THE COMMUNITY. EXAMPLES OF PROGRAMS THAT ARE FUNDED BY THE HBCOA INCLUDE: THEIR CARE MANAGEMENT TEAM SERVED OVER 1,000 UNDUPLICATED OLDER ADULTS; THEIR VOLUNTEERS DELIVERED ROUGHLY 75,000 MEALS TO OVER 200 UNDUPLICATED QUALIFIED SENIORS; THE CENTER OFFERED 12 TYPES OF LIFE ENRICHMENT ACTIVITIES SUCH AS CONCERTS, LUNCHEONS, DANCES, WELLNESS AND COMMUNITY EVENTS WTIH OVER 3,500 ATTENDEES. THE HBCOA ALSO FUNDED MULTIPLE SOCIAL SERVICES PROVIDED BY OVER 400 SENIOR CENTER VOLUNTEERS ADN SOM OF THE CITY STAFF THAT MANAGES THOSE VOLUNTEERS. THE HBOCA ALSO OFFERS A TRAVEL PROGRAM WITH OPPORTUNITIES TO VISIT LOCAL SITES AND EVENTS OF INTEREST.
Expenses $34,971
As filed on the 2025 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
-
Diana ZimmerDIANA ZIMMER
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
-
John VillaJOHN VILLA
2ND VP
- Total calculated
- $0
- Hours/week
- 0
-
Barbara ScottBARBARA SCOTT
ASST.REC. SEC.
- Total calculated
- $0
- Hours/week
- 0
-
Jera RickertsenJERA RICKERTSEN
Treasurer
- Total calculated
- $0
- Hours/week
- 0
-
Celine KeebleCELINE KEEBLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Lindsay DufresneLINDSAY DUFRESNE
President
- Total calculated
- $0
- Hours/week
- 0
-
Stephanie BabkowSTEPHANIE BABKOW
1ST VICE PRES
- 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
-
Beverly FlemingBEVERLY FLEMING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Carolyn RossCAROLYN ROSS
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
-
Stephanie BabkowSTEPHANIE BABKOW
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
- 2025
- Filed
- 18 August 2026
- IRS schema version
- 2025v4.1
- Source object
- 202612309349302616
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