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Age Well Senior Services, Inc.

 24461 Ridge Route, Suite 220
 Laguna Huills, CA 92653
[P] (949) 855-8033
[F] (949) 855-8025
www.MyAgeWell.org
[email protected]
Steve Moyer
FOUNDED: 1975
INCORPORATED: 1975
 Printable 1 Page Summary
 Printable Profile
Organization DBA Florence Sylvester Memorial Senior Center
Dorothy Visser Senior Center
South County Senior Services
Former Names South County Senior Services, Inc. (2010)
San Clemente Seniors, Inc. (1978)
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 93-1163563 00000

Summary


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Mission StatementMORE »

Age Well Senior Services Mission Statement:  provide resources to older adults to promote their vitality and support their independence. 

Mission Statement

Age Well Senior Services Mission Statement:  provide resources to older adults to promote their vitality and support their independence. 

FinancialsMORE »

Fiscal Year 2017
Projected Expenses $5,849,794.00
Projected Revenue $5,730,910.00

ProgramsMORE »

  • Meals on Wheels
  • Congregate Meals
  • Adult Day Health Care Center
  • Case Management and In-Home Support Services
  • Transportation Program

Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

Age Well Senior Services Mission Statement:  provide resources to older adults to promote their vitality and support their independence. 

Background Statement

The organization began in the city of San Clemente in 1975 and operated with volunteers until 1978.  They hired their first director, Dr. Marilyn Ditty, who had gerontological experience.   In the last 35 years, she has been instrumental in building seven senior centers in south Orange County, three senior housing projects, and two Adult Day Health Care Centers.  The organization has grown from a $200,000 budget in 1978 to $6.75 million today.  AWSS has an extensive planned giving program with gifts of $5 million pledged for the future.

Impact Statement

2012
  • Completed a new Senior Center in San Clemente
  •  Expanded Meals on Wheels to include some of the unincorporated areas
  • Created a CBAS program for the State Dept. of Health for low income seniors
 
2013
  • Maintaining existing core programs with the sequester cuts by the federal government
  • Participating in the construction of a 163 unit affordable senior housing project in Aliso Viejo
  • Awarded two major contracts to expand the senior mobility and the non-emergency transportation programs for the elderly.

Needs Statement

Age Well Senior Services is not a government or county agency.  AWSS is a nonprofit organization that relies on donations and public support  to provide services.

Top 5 most pressing needs and amounts:
1. Remodel Adult Day Health Care Facility: $100,000
2. Database Manager: $75,000
3. Transportation Center: $250,000
4. Expand Case Management Program - Hire 1 case manager: $75,000
5. Replace Endowment Fund: $5M

CEO Statement

Age Well Senior Services has tremendous viability for the future.  In the next five years, plans are to build a corporate office, transportation center, and a new Health Care/Wellness Center.  I plan to continue to work with the Board and staff to make all of this happen before I retire. 

Board Chair Statement

We are on our fifth year of our five year strategic plan.  During our Board Retreat, we will plan for the next five years.  We have an outstanding consultant on board to take us to the next five years of growth.

Other Ways to Donate/Volunteer

We can receive donations by mail, phone or through our website. A tax-deductible receipt can also be given for in-kind donations. 

Geographic Area Served

South Orange County
South Orange County

Age Well Senior Services provides programs and services to 13 cities and 144 square miles of unincorporated areas in south orange county.
Cities: Aliso Viejo, Corona Del Mar,  Dana Point, Laguna Beach, Laguna Hills, Laguna Niguel, Laguna Woods, Lake Forest, Mission Viejo, Newport Beach, Ranch Santa Margarita, San Clemente, and San Juan Capistrano.

Organization Categories

  1. Human Services - Senior Centers/Services
  2. Food, Agriculture & Nutrition - Meals on Wheels
  3. -

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Programs


Meals on Wheels

Meals on Wheels:  Menus are designed by a Registered Dietitian. Each delivery consists of a hot, ready-to-eat meal, a cold meal to eat later in the day, and a breakfast meal for the following morning.  Volunteers deliver meals Monday through Friday between the hours of 10:30 AM and 1:00 PM. Frozen meals are available for weekends.
Budget  $1510228
Category  Food, Agriculture & Nutrition, General/Other Nutrition
Population Served Elderly and/or Disabled Families Aging, Elderly, Senior Citizens
Program Short-Term Success 
The goals of the program are to 1) reduce hunger and food insecurity; 2) promote socialization; and 3) promote the health and well-being of older individuals, helping them remain active in the community with an improved quality of life.
Program Long-Term Success 
support seniors/elderly by: maintaining proper nutrition, preventing malnutrition and social isolation, and delaying premature institutionalization.
Program Success Monitored By 
Maintain statistical reports for the government on meals served in the senior centers.  Surveys are completed annually to determine current health status and if additional services are needed.
Examples of Program Success 
Age Well Senior Services has elderly living in their homes, who have received its core services for over 10 years and are 90+ years of age.

Congregate Meals

Congregate Meals: to complement Meals on Wheels and to facilitate socialization, Age Well Senior Services serves hot, nutritional lunches for active older adults Monday through Friday at 10 senior centers in south Orange County. Seniors enjoy over 100,000 lunches each year, while dining with their friends at senior centers.
Budget  $897,710
Category  Food, Agriculture & Nutrition, General/Other Nutrition
Population Served Aging, Elderly, Senior Citizens
Program Short-Term Success  The goals of the program are to 1) reduce hunger and food insecurity; 2) promote socialization; and 3) promote the health and well-being of older individuals, helping them remain active in the community with an improved quality of life.
Program Long-Term Success  support seniors/elderly by: maintaining proper nutrition, preventing malnutrition and social isolation, and delaying premature institutionalization
Program Success Monitored By  Maintain statistical reports for the government on meals served in the home and in the senior centers.  Surveys are completed annually to determine current health status and if additional services are needed.
Examples of Program Success  Age Well Senior Services has elderly living in their homes, who have received its core services for over 10 years and are 90+ years of age.  As persons age in place, they maintain continuity of care through our core services.

Adult Day Health Care Center

South County Adult Day Services, operated by Age Well Senior Services, is a licensed health care facility providing both day care and health care services to frail older adults or persons with disabilities. Our professional and skilled staff is comprised of licensed and/or certified clinicians in the fields of nursing, social work, physical therapy, occupational therapy, music therapy and activities. Therapeutic and recreational activities together with health care and social services are provided in a safe, homelike setting where participants spend the day and enjoy nutritious meals.
Budget  $1082277
Category  Human Services, General/Other Senior Services
Population Served Elderly and/or Disabled Families
Program Short-Term Success  The objectives of the program are to: 1) provide therapeutic interventions such as music, occupational, physical, and speech therapies; 2) improve, enhance, or maintain communication skills, cognitive and social functioning, motor skills, and overall emotional well-being through memory enhancing and recreational activities; 3) monitor health status by on-site registered nurse; and 4) ensure adequate nutrition through offering breakfast, lunch and snacks daily monitored by registered dietitian.
Program Long-Term Success  support seniors/elderly by: providing socialization activities, healthcare monitoring, and therapies to delay premature institutionalization.
Program Success Monitored By  South County Adult Day Services multidisciplinary team of professionals performs a comprehensive assessment on each participant when entering the program and develops an individual plan of care based on the individual’s needs. The care plan is reviewed and updated a minimum of every 3 months by the following team: a physician, registered nurse, MSW, certified activities director, licensed physical therapist, licensed occupational therapist, speech therapist, pharmacist and registered dietitian.
Examples of Program Success  Age Well Senior Services has elderly living in their homes, who have received its core services for over 10 years and are 90+ years of age.  As persons age in place, they maintain continuity of care through our core services.

Case Management and In-Home Support Services

Case Management and In-Home Support Services: Seniors are often faced with chronic or catastrophic circumstances that stress their coping skills, personal/financial resources, and learning and functional abilities.  This can be a daunting experience for elderly persons and their families.  Case Management is the thread that weaves through the core programs enabling seniors/frail population to remain independent within their community. Case Management is a collaborative process that assesses, develops and implements care plans, coordinates, monitors, and evaluates options to meet a person’s needs through available resources. Age Well Senior Services’ case managers help at-risk individuals understand the varied community services that are available to them, and then guide them through the steps required to obtain those services.
Budget  $219,504
Category  Human Services, General/Other Case Management
Population Served Elderly and/or Disabled Aging, Elderly, Senior Citizens
Program Short-Term Success  promote quality, cost-effective outcomes for the person and his/her family and make an effort throughout the case management process to develop the client's ability to manage on his/her own and to remove barriers to economic and personal independence.
Program Long-Term Success  support seniors/elderly by: increasing the quality of life for those aged 60 and older to live independently in the community and delay premature institutionalization.
Program Success Monitored By  Each client's progress is monitored and reassessments are performed at regular intervals to assure the participant’s well-being and satisfaction of services in relation to the activities.  To evaluate the project, the case managers and/or assistant review (reassess) the care plans every three months to determine the status of the client: 1) make changes to care plan, 2) continue with care plan, or 3) discharge client. The status is documented in the client’s case file and tracked to determine if client has been placed or is able to continue to live independently within the community. Participants who are discharged from the program take an exit survey indicating the reason.
Examples of Program Success  Age Well Senior Services has elderly living in their homes, who have received its core services for over 10 years and are 90+ years of age.  As persons age in place, they maintain continuity of care through our core services.

Transportation Program

Transportation Program: Age Well Senior Services’ Non-Emergency Medical Transportation Program provides seniors (60 years of age and older) with transportation to their non-emergency medical appointments including therapy, dentistry, hearing, dialysis, prescription pick-ups, testing and x-rays.
Budget  $1775550
Category  Human Services, General/Other Transportation Assistance
Population Served Elderly and/or Disabled Aging, Elderly, Senior Citizens
Program Short-Term Success  improving the quality of life while aging in place by supporting independence through mobility, access to healthcare, social activities and senior nutrition sites.
Program Long-Term Success  support seniors/elderly by: increasing the quality of life for those aged 60 and older to live independently in the community and delay premature institutionalization.
Program Success Monitored By  Maintain statistical reports for the government on transportation trips delivered to the number of persons.  Surveys are completed annually to determine current if transportation needs are met.
Examples of Program Success  Age Well Senior Services has elderly living in their homes, who have received its core services for over 10 years and are 90+ years of age.  As persons age in place, they maintain continuity of care through our core services.

Management


CEO/Executive Director Dr. Marilyn Ditty
CEO Term Start Sept 1978
CEO Email [email protected]
CEO Experience
The CEO has 39 years of experience in the field of Aging and Human Services.  She started all our programs during her tenure and has four more major projects in the works.  The expansion is to provide services to underserved areas and new senior populations.

Former CEOs and Terms

Name Start End
None -- --

Senior Staff

Name Title Experience/Biography
-- -- --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
Orange County Business Council 2008
United Way Member Agency 1975

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

We have several colloborations with OCCF; Senior Service Providers; Association of ADHC Providers; Coalition of health care providers; Building Industry of American the 55+ Division

Staff Information

Number of Full Time Staff 63
Number of Part Time Staff 34
Number of Volunteers 725
Number of Contract Staff 12
Staff Retention Rate % 87%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 19
Caucasian: 64
Hispanic/Latino: 13
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 62
Male: 35
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Management Succession Plan Yes
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses

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CEO Comments

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Foundation Comments

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Governance


Board Chair Marlene Bridges
Board Chair Company Affiliation Village Real Estate Services, Inc.
Board Chair Term Jan 2016 -
Board Co-Chair Brent Lauer
Board Co-Chair Company Affiliation LBC Irwin-Titan Materials
Board Co-Chair Term Jan 2017 -

Board Members

Name Company Affiliations Status
Patricia Alexander Personalized Senior Placement, LLC --
Anna Boyce Registered Nurse, Senior Legislator --
Marlene Bridges Village Real Estate Services, Inc. --
Ray Chicoine COO, Monarch HealthCare --
Marilyn Ditty Age Well Senior Services, Inc. NonVoting
Dan Dubois CPA --
Leslie Gibola -- --
Barbara Hogan Barbara Hogan Insurance Services, Inc. --
Brennan James -- --
Brent Lauer -- --
Jennifer Lefton Esq. -- --
Steven Moyer -- --
Karen Perrone -- --
Ted Sanders US Autoparts Network, Inc. --
Dee Vollendorff -- --

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 14
Hispanic/Latino: 0
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 5
Male: 9
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 6
Board Meeting Attendance % 90%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 95%
Percentage of In-Kind Contributions 85%
Board Orientation Yes

CEO Comments

The Board does all the governance and fund development and hires the Executive Director. With the assistance of an attorney, the board revised  the by-laws two years ago.

Foundation Comments

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Standing Committees

  • Advisory Board / Advisory Council
  • Audit
  • Finance
  • Marketing
  • Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Fiscal Year July 01, 2016 to June 30, 2017
Projected Revenue $5,730,910.00
Projected Expenses $5,849,794.00
Form 990s

2017 Form 990

2016 Form 990

2015 Form 990

2014 Form 990

2013 Form 990 2013

2012 Form 990 2012

2011 Form 990 2011

2010 Form 990

2009 Form 990

Audit Documents

2014 Audit

2013 Audit

2012 Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2016 2015 2014
Total Revenue $7,674,190 $8,854,535 $8,106,315
Total Expenses $7,582,750 $8,337,682 $7,861,463

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2016 2015 2014
Foundation and
Corporation Contributions
$1,908,192 $1,895,683 $1,602,836
Government Contributions $4,123,588 $5,089,176 $4,566,575
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $4,123,588 $5,089,176 $4,566,575
Individual Contributions -- -- --
Indirect Public Support $1,885 $81,033 $97,352
Earned Revenue $1,470,481 $1,597,772 $1,647,066
Investment Income, Net of Losses $1,840 $197 $1,942
Membership Dues $0 $0 $0
Special Events $48,489 $58,915 $54,244
Revenue In-Kind $35,691 $27,386 $45,670
Other $119,715 $131,759 $127,300

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2016 2015 2014
Program Expense $6,682,229 $7,701,184 $7,256,972
Administration Expense $715,800 $402,448 $417,486
Fundraising Expense $184,721 $234,050 $187,005
Payments to Affiliates $0 $0 $0
Total Revenue/Total Expenses 1.01 1.06 1.03
Program Expense/Total Expenses 88% 92% 92%
Fundraising Expense/Contributed Revenue 3% 3% 3%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2016 2015 2014
Total Assets $3,748,374 $4,463,062 $3,560,301
Current Assets $1,169,260 $1,069,392 $1,203,478
Long-Term Liabilities $0 $338,312 $109,441
Current Liabilities $1,041,866 $1,515,575 $1,321,292
Total Net Assets $2,706,508 $2,609,175 $2,129,568

Short Term Solvency

Fiscal Year 2016 2015 2014
Current Ratio: Current Assets/Current Liabilities 1.12 0.71 0.91

Long Term Solvency

Fiscal Year 2016 2015 2014
Long-term Liabilities/Total Assets 0% 8% 3%
Endowment Value --
Spending Policy --
Percentage(If selected) --
Are you currently in a Capital Campaign? --
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

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Foundation Comments

Summary financial data is per the audited financial statements and Form 990s and consultation with the organization. 

Documents


Other Documents

No Other Documents currently available.