Form 990 for tax year 2023

Totals

Total revenue

$10,979,475

Total expenses

$8,175,671

Contributions and grants received

$10,780,440

Grants paid

$0

Program service revenue

$125,574

Investment income

$37,612

Other revenue

$35,849

Total assets, end of year

$5,517,512

Total liabilities, end of year

$1,909,617

Net assets or fund balances, end of year

$3,607,895

Program services expenses (Part IX)

$7,206,002

Management and general expenses

$636,306

Fundraising expenses

$333,363

Program service expenses (Part III)

$7,206,002

Program services were 88.1% 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.

Mission and programs · 2023

• HEALTH INSURANCE COUNSELING AND ADVOCACY PROGRAM (HICAP): COUNSELORS PROVIDE EDUCATIONAL SEMINARS AND INDIVIDUAL COUNSELING SESSIONS TO EXISTING AND NEWLY ELIGIBLE MEDICARE BENEFICIARIES ABOUT MEDICARE AND RELATED INSURANCE COVERAGE TO HELP MEDICARE BENEFICIARIES MAXIMIZE THEIR BENEFITS AND MINIMIZE COSTS IN ORANGE, RIVERSIDE, SAN BERNARDINO, INYO, AND MONO COUNTIES. COUNSELING IS AVAILABLE BY TELEPHONE OR IN PERSON AT MORE THAN 60 SITES THROUGHOUT THE FIVE COUNTIES. ALL HICAP COUNSELORS MUST SUCCESSFULLY COMPLETE AT LEAST 24 HOURS OF TRAINING, 10 HOURS OF INTERNSHIP, AND PASS A 100 QUESTION EXAM TO ACHIEVE CALIFORNIA DEPARTMENT OF AGING STATE REGISTRATION. AFTERWARDS, COUNSELORS MUST MEET ANNUAL COUNSELING AND CONTINUING EDUCATION REQUIREMENTS (AT LEAST 55 HOURS) TO MAINTAIN THEIR REGISTRATION.

  Expenses $1,832,103

• ADVOCATES FOR NURSING HOME RESIDENTS (LONG-TERM CARE OMBUDSMAN SERVICE): THE STATE-CERTIFIED LONG-TERM CARE OMBUDSMEN PROTECT THE RIGHTS OF APPROXIMATELY 29,000 OLDER AND DISABLED ADULTS IN ORANGE COUNTY AND 15,000 IN RIVERSIDE COUNTY WHO RESIDE IN SKILLED NURSING AND RESIDENTIAL CARE FACILITIES. THE LONG-TERM CARE OMBUDSMEN INVESTIGATE ALLEGATIONS OF ABUSE AND NEGLECT OF LONG-TERM CARE RESIDENTS AND MAKE UNANNOUNCED VISITS TO 1,600 FACILITIES ACROSS BOTH COUNTIES. CERTIFIED OMBUDSMEN SUCCESSFULLY COMPLETE A 36-HOUR CERTIFICATION TRAINING AND LOG AT LEAST 10 HOURS OF MENTORED FIELD TRAINING. TO MAINTAIN THEIR CERTIFICATION, OMBUDSMEN RECEIVE 2-4 HOURS PER MONTH OF CONTINUING EDUCATION RELEVANT TO OMBUDSMAN WORK.

  Expenses $2,000,110

• BEHAVIORAL HEALTH & WELLNESS DEPARTMENT (BHWD):THE DEPARTMENT OFFERS COUNTY-WIDE PREVENTION AND EARLY INTERVENTION TO OLDER ADULTS WHO ARE EXPERIENCING MENTAL HEALTH BARRIERS LATER IN LIFE. THE GOAL OF THE DEPARTMENT IS TO IMPROVE THE BIOPSYCHOSOCIAL HEALTH AND OVERALL WELL-BEING OF COMMUNITY-DWELLING OLDER ADULTS IN ORANGE COUNTY. THE BHWD IS COMPRISED OF THREE PROGRAMS: RECONNECT, FRIENDLY VISITOR, AND THE PROGRAM TO ENCOURAGE ACTIVE, REWARDING LIVES (PEARLS OC).RECONNECT: THIS PROGRAM IS DESIGNED TO IDENTIFY AND REDUCE MENTAL HEALTH SYMPTOMS AND RISKS IN ISOLATED AND OLDER ADULTS IN ORANGE COUNTY. THE GOAL OF THE PROGRAM IS TO INCREASE SOCIAL FUNCTIONING BY RECONNECTING CLIENTS WITH MEANINGFUL COMMUNITY ACTIVITIES THAT REINFORCE HEALTHY LIFE PATTERNS AND GOOD MENTAL HEALTH.FRIENDLY VISITOR PROGRAM: THIS PROGRAM PROVIDES FRAIL, ISOLATED, OLDER ADULTS AND PERSONS WITH DISABILITIES WHO HAVE NO FAMILY MEMBERS OR SUPPORT SYSTEM WITH HEALTHY COMPANIONSHIPS, SOCIAL INTERACTION, AND NURTURING RELATIONS TO HELP THEM ACHIEVE MENTAL, PHYSICAL, AND SPIRITUAL HEALTH.PEARLS OC: THIS PROGRAM EDUCATES OLDER ADULTS ABOUT DEPRESSION AND HELPS THEM DEVELOP THE SKILLS THEY NEED FOR SELF-SUFFICIENCY AND HOW TO LEAD MORE ACTIVE LIVES THROUGH THE SUPPORT OF PEARLS COACHES. THIS SHORT-TERM, EVIDENCE-BASED PROGRAM IS TAILORED TO SUPPORT OLDER ADULTS WHO ARE EXPERIENCING DEPRESSION, ISOLATION, AND OTHER CHRONIC HEALTH ISSUES.

  Expenses $2,783,699

• SENIOR PROTECTION PROGRAM (SPP) AND FINANCIAL ABUSE SPECIALIST TEAM (FAST): THE PROGRAM PROVIDES EDUCATIONAL AWARENESS OF FINANCIAL ELDER ABUSE ISSUES ON A NATIONAL AND COMMUNITY LEVEL WHILE PROVIDING REFERRALS TO APPROPRIATE AGENCIES FOR THE INVESTIGATION OF FINANCIAL ABUSE CASES. SPP IS ALSO PART OF THE FAST WHICH IS A MULTI-DISCIPLINARY VOLUNTEER GROUP THAT ASSISTS ADULT PROTECTIVE SERVICES, THE OMBUDSMEN, LAW ENFORCEMENT AND ATTORNEYS IN RESOLVING COMPLICATED MATTERS OF ABUSE.SMILEMAKERS PROGRAM: THE PROGRAM IS VOLUNTEER SERVICE GROUP THAT COORDINATES, SOLICITS, AND DISTRIBUTES DONATED PERSONAL HOLIDAY GIFTS TO INDIVIDUALS IN LICENSED CARE FACILITIES THROUGHOUT ORANGE AND RIVERSIDE COUNTIES. CONCIERGE CARE NAVIGATORS(CCN): CONCIERGE CARE NAVIGATORS IS LED BY A REGISTERED NURSE AND GERONTOLOGIST TEAM WHO SPECIALIZE IN GERIATRIC CARE MANAGEMENT AND ADVOCACY. CCN NURSES CREATE ONLINE, PERSONALIZED CARE PLANS FOR CLIENTS IN CONJUNCTION WITH THEIR FAMILY AND HEALTH CARE PROVIDERS. THE PLAN INCLUDES MEDICAL AND NON-MEDICAL GOALS AND IS ACCESSIBLE 24/7. CCN NURSES WORK WITH CLIENTS TO IMPLEMENT THE PLAN, PROVIDING ADVICE, INSIGHT, AND SUPPORT. THE PROGRAM ENDED IN NOVEMBER 2023. ANSWERS GUIDE: THE COUNCIL PUBLISHES AND DISTRIBUTES AN ONLINE 128-PAGE ANSWERS GUIDE WHICH INCLUDES INFORMATION ON HEALTH CARE, CAREGIVING, HOUSING, FINANCE, LEGAL, INSURANCE, COMMUNITY RESOURCES, AS WELL AS HELPFUL CHECKLISTS. IN ADDITION TO PROMOTING THE ORGANIZATION'S PROGRAMS AND SERVICES, ANSWERS GUIDE ASSISTS IN CONNECTING SENIORS AND THOSE WHO CARE FOR THEM WITH INFORMATION AND RESOURCES.

  Expenses $590,090 · Revenue $125,574

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

2023

Filed

12 May 2025

IRS schema version

2023v6.0

Source object

202501339349305865

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.