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SeniorServ

 1200 N Knollwood Circle
 Anaheim, CA 92801
[P] (714) 220-0224
[F] (714) 220-1374
www.seniorserv.org
www.seniorcareheroawards.org
[email protected]
Darla Olson
FOUNDED: 1967
INCORPORATED: 1967
 Printable 1 Page Summary
 Printable Profile
Organization DBA SeniorServ
Former Names Feeback Foundation (2006)
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-2771715 00000

Summary


Mission StatementMORE »

To nourish the wellness, purpose, and dignity of seniors and their families in our community.

Mission Statement

To nourish the wellness, purpose, and dignity of seniors and their families in our community.

FinancialsMORE »

Fiscal Year 2018
Projected Expenses $13,172,995.00
Projected Revenue $12,959,535.00

ProgramsMORE »

  • Senior Lunch Program
  • Meals on Wheels
  • Adult Day Care Services
  • Care Coordination

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

To nourish the wellness, purpose, and dignity of seniors and their families in our community.

Background Statement

For fifty years, SeniorServ has been the catalyst behind the development of a multitude of services and programs that serve seniors in need in central and north Orange County. Today, SeniorServ supports older adults with the following services: Home-delivered meals and Case management (Meals on Wheels); Congregate meals (Senior Lunch Program); Adult Day Care (social model, located in the Buena Park Senior Center) and Adult Day Health Care Centers (Anaheim and Santa Ana). In addition, we have Care Coordination services to help reduce hospital admissions and readmissions for older adults.

Impact Statement

Since 1967, SeniorServ has been at the forefront of creating programs and services that reduce hunger and improve wellness for at-risk older adults, empowering them to live with independence in the homes and communities they love.  At the core of SeniorServ’s programs have been Meals on Wheels and Case Management Services for homebound older adults, Senior Center lunches and socialization, and Adult Day Health Care. 

With revenue of $12+ million, we are the largest nutrition and aging services provider in Orange County, serving nearly 1 million meals to 10,000 at-risk food insecure seniors annually.
 

 


Needs Statement

1. We will require sustainable funding sources to meet the impending rise in the numbers of seniors in need.

2. We will need a continuous flow of dedicated volunteers to deliver and serve meals, and visit seniors.

3. We need the continuation of collaborative work with community members and organizations to strengthen the effect and reach of our programs

4. We need to continue advocacy and to gain help from others to advocate on behalf of older adults; to inform city, state and federal officials about the importance of senior nutrition to maintain and improve the health of seniors.

5. We need a collaborative Speakers’ Bureau that includes senior nutrition as a health issue to inform the public of the importance of senior meals programs provided by SeniorServ.


CEO Statement

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Board Chair Statement

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Other Ways to Donate/Volunteer

Individuals and Corporations may volunteer their time in Central and North Orange County by delivering Meals on Wheels, visiting a lonely senior, or serving lunch at a Senior Center, helping with activities at our Adult Day Health Care centers. For more information about volunteering visit www.seniorserv.org/get-involved. Cash gifts may be made on-line at www.seniorserv.org/donate, or by mailing a check, or by calling our general phone number. Please also visit www.seniorcareheroawards.org website to learn about our annual fundraising event and how you may sponsor, purchase tickets or nominate a hero.

Geographic Area Served

Central Orange County
West Orange County
North Orange County

Orange County, California

Organization Categories

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

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Programs


Senior Lunch Program

Hot, nutritious lunches are provided at 24 senior centers in central and north Orange County to people 60 years and older. Besides maintaining the physical health of older adults, these programs also work to enrich the emotional/psychological health of seniors by sponsoring a wide range of activities. 
Budget  $2,969,953.00
Category  Food, Agriculture & Nutrition, General/Other Food
Population Served Aging, Elderly, Senior Citizens
Program Short-Term Success 
Each year, we conduct an outcome studies to determine the impact our program is having on our program participants. In our most recent study the Senior Lunch Program participants reported:
68% of seniors reported the lunches have improved their quality of life

59% said their physical health has improved because of the program
81% reported they would be at home if they didn’t come to the lunch program

95% have more friends as a result of the program, including 48% who have
significantly more friends
 
52% feel more connected to their community and city since attending the program
Program Long-Term Success 
Last year 9,154 older adults enjoyed 309,823 meals at their local senior center. For many of these participants it is the only hot, nutritional meal they will eat all day and for many the only meal they will eat in the company of others.
Program Success Monitored By 
Our outcome measurements for the Senior Lunch Program are self reported by the participants, the study included 1,200 senior citizens who participate in the lunch program and other activities at their local senior center. The research was independently designed, monitored and analyzed by DoctorS Nonprofit Consulting in Southern California, under the direction of Drs. Dallas and Debbie Stout. 

 

Examples of Program Success 

Pauline is a participant of the Senior Lunch Program at the Westminster Senior Center. After Pauline’s husband suddenly passed away, she was severely depressed and never left her house. Pauline’s husband took care of everything…he drove, cooked all their meals and paid all the bills. Pauline was extremely lonely and worried about her future. One day a neighbor came over and insisted that Pauline join her for lunch at the senior center. Pauline loved it! From the very first day she felt welcome there and started to make many friends. Pauline quickly became a regular, riding the bus to the center and volunteering to help with the lunch program. When asked about the program, Pauline would reply, “This is my family and my life. I wouldn’t be here without them.”

SeniorServ provides much more than just a meal!


Meals on Wheels

The Meals on Wheels program is for homebound seniors who are unable to shop and/or prepare meals for themselves. SeniorServ delivers breakfast, lunch and dinner, directly to their homes Monday-Friday.

Participants also receive case management. SeniorServ's case managers are available to help participants evaluate and find acceptable solutions to meet their individual needs.
SeniorServ also has a Friendly Visitor Program that connects caring community volunteers with isolated Meals on Wheels participants who benefit from the social interaction.

Our Home Safety Program provides home safety inspections and repairs in the homes of the frail Meals on Wheels participants. Slight modifications are made that assist in keeping a senior safely in their own home.

Occasionally Meals on Wheels participants need in-home services, this program arranges for paid caregivers to provide basic personal care and chore assistance for very low income seniors.

Budget  $3,796,941.00
Category  Food, Agriculture & Nutrition, General/Other Food
Population Served Elderly and/or Disabled Aging, Elderly, Senior Citizens
Program Short-Term Success 

Annually, SeniorServ studies the outcomes of our Meals on Wheels program. This past year the study included 1,279 frail, homebound senior citizens who receive both Meals on Wheels and Case Management services. The research was independently designed, monitored and analyzed by DoctorS Nonprofit Consulting in Fullerton, California, under the direction of Drs. Dallas Stout and Debbie Stout.  The study revealed the following statistically significant findings about new program participants:

• Received 141% more referrals to supportive services
• Gained an average of 2 pounds
• Demonstrated a sustained 20% increase in sense of well-being
• Had 34% reduction in new clients hospitalized and 62% length of stay reduction

Program Long-Term Success 
Last year, 1,430 homebound older adults participated in SeniorServ's Meals on Wheels program. They received:
710,109 meals
12,352 hours of case management services
8,290 hour of in-home services
Program Success Monitored By 
Our outcome measurement study for the Meals on Wheels and Case Management program are compiled by data collected by case managers during their quarterly visits with program participants.
Examples of Program Success 

Before Bill was referred to SeniorServ, he was angry, felt helpless and was resentful at his wife for forgetting things, and not keeping house. 

One of Bill’s neighbors called SeniorServ after hearing many arguments between Bill and Nancy. Arguments she had never heard in the 10 years she lived next door to them. She knew something was wrong. After hearing the neighbor’s story SeniorServ contacted Bill and went out to assess the situation. When Bill answered the door, he looked very upset, but at the same time he felt somewhat relived to see us. During the assessment he said to us,”Please save my wife. She isn’t herself, and I do not know how to help her anymore.”

SeniorServ’s programs and services were shared with Bill, but with some reluctance he accepted in-home services to help his wife who at this time was diagnosed with Dementia take a bath, brush her hair and have support. He also signed up for our Meals on Wheels program, and allowed our in-home services team to come out and help clean up his home.

Six months later the case manager returned for a follow up visit. This time when Bill answered the door he had a big smile on his face and was welcoming. Nancy had a pretty pink bow in her hair and was sitting at the dining table waiting to eat her Meals on Wheels with Bill.

Bill shared with us how SeniorServ’s programs and services where helping them. Bill was empowered and understanding toward Nancy and her disease, this was a complete change from assessment visit.

At the end of the six month assessment Bill said, “thank you for giving me my wife back!"

This is just one of Meals on Wheels stories, and how we are changing the lives of thousands of seniors in Orange County.


Adult Day Care Services

SeniorServ provides two types of Adult Day Care services, Adult Day Care, the social model and Adult Day Health Care, the medical model.

Our Adult Day Care Center is located in Buena Park at the Buena Park Senior Center. This program offers support and temporary respite to families and friends who are caring for a frail older loved one with memory impairment, dementia and early stages of Alzheimer’s disease. The program provides a safe and comfortable day time environment where seniors can enjoy games, crafts and social interaction with their peers.

SeniorServ’s Adult Day Health Care Centers are located in Anaheim and Santa Ana. The Adult Day Health Care Centers offer comprehensive day time care and licensed medical supervision to functionally impaired adults. This program often helps participants avoid placement in a nursing home or other full-time care facility while providing caregivers temporary support and rest from caregiver responsibilities. Services offered include door-to-door transportation, medication management, meals, activities and physical and occupational therapy.

Budget  $2,774,931.00
Category  Human Services, General/Other Respite Care
Population Served Aging, Elderly, Senior Citizens
Program Short-Term Success 
Adult Day Health Care participants have all been diagnosed as nursing home eligible by their physicians. The outcomes for patients placed in nursing homes is very poor and skilled nursing cost as much as four times the cost of Adult Day Health Care.
Program Long-Term Success 
SeniorServ's Adult Day Center provides services to approximately 15 older adults each weekday.
 
The two Adult Day Health Care centers each serve approximately 60 older adults daily.
 
Both programs provide respite for family caregivers and help keep families together.
Program Success Monitored By 
Clients progress is monitored by their physician and our multi-disciplinary team of health professionals. Changes in the health of the participants is documented and treatment plans are changed to meet their current needs.
Examples of Program Success 
75 year old Naomi gets out of bed every day by 5:00am ready to greet a new day.  Although the bus doesn’t arrive until 9:00 to take her to the Anaheim Adult Day Health Care center, she is full of anticipation for the day ahead. “Every day I have something to look forward to,” she says with a smile.  “There are so many activities at the center.  They have crafts, bingo, music, exercise…and I know a lot of people here.” 

Although she is wheelchair bound, Naomi realizes the importance of exercise to keep herself as fit as possible. “If you stop, you drop,” Naomi says with a grin.  In addition to daily exercise offered at the center, a physical therapist at the site assists her with a pulley system to increase her arm strength.   “I also do arm stretches periodically during the day and lift myself up on the chair using my arms like this,” she says demonstrating her strength. Naomi has also found word-search puzzles and occupational therapy as fun ways to exercise her brain. “I always do as much as I can, and never depend on others to do for me what I can still do for myself.”

Naomi describes the staff at the center as “miracle workers.”  You can tell they love their jobs, she continues.   “They are always available to talk to and if you are feeling sad, they can always put a smile on your face.”

“When my daughter first found the center, I was afraid I couldn’t go because I was in a wheelchair.  Then I found out there is a bus to drive me here and home each day, and I saw many other people in wheel chairs. Now these people are like family to me.   If the Adult Day Health Care center wasn’t here, I wouldn’t have anywhere to go. I’d be home alone all day.”

Care Coordination

Building on our partnerships with area hospitals to improve care coordination and reduce hospital readmissions for older adults, SeniorServ has formed an innovative collaborative with a senior housing complex to provide complex case management services to residents who were homeless or at-risk of homelessness. These residents typically have 6 to 7 separate diagnoses, e.g., diabetes, mental health issues, congestive heart failure. Our program provides these residents with Meals on Wheels and daily visits by our care manager who assists with chronic disease management, medical appointments, access to health care, access to mental health group therapy, and legal assistance.  Due to the success of this program, we are looking to partner with other low-income senior housing programs to deliver these life-changing services to their residents.  In addition SeniorServ also provides these services under contract with major healthcare plans to support person-centered solutions.

Budget  $731,090.00
Category  Health Care, General/Other Early Intervention & Prevention
Population Served Elderly and/or Disabled Adults Poor,Economically Disadvantaged,Indigent
Program Short-Term Success 
70% of older adults who participate in the Care Transitions program will avoid re-admission for thirty days after discharge and be able to remain at homes.
Program Long-Term Success 
Hospital re-admissions for Medicare patients will be reduced due to the Care Transitions program administered by SeniorServ. The program will help the participants get to follow-up medical appointments, take their prescribed medications and have access to healthy meals and transportation.
 
This will save Medicare and our health care systems hundred of thousands of dollars.
 
Program Success Monitored By 
Success will be monitored by participant records that our Care Navigators will keep on each patient.
Examples of Program Success 
This program launched in September 2013. To date 70 patients have participated and only 2 were readmitted back in to the hospital within 30 days.

Management


CEO/Executive Director Ms. Holly Hagler
CEO Term Start May 2010
CEO Email [email protected]
CEO Experience

Holly Hagler is President & CEO of SeniorServ, Orange County’s largest safety net non-profit agency providing social, nutrition and health services to older adults and their families.  SeniorServ erases senior hunger and loneliness in Orange County.

Additionally, Holly is on the Board of Directors for the National Association of Nutrition and Aging Services Providers.   She also serves as President of the Board of Meals on Wheels California. Collaborative and vice chair of the Orange County Aging Services Collaborative.  Prior to SeniorServ, Holly served as volunteer co-founding president of the Drucker Society of Orange County, as a volunteer advisor to OneOC, and as chief of staff for a major faith-based organization. Prior to that, she spent 20 years in business and was a partner with a publicly-traded international professional services firm.

Holly earned a master’s degree from the Kellogg School of Management at Northwestern University and dual undergraduate degrees from the University of California, Irvine.

Former CEOs and Terms

Name Start End
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Senior Staff

Name Title Experience/Biography
Mr. Gio Corzo Vice President, Home & Care Services Gio has more than 18 years of experience in non-profit program management, is bi-lingual, bi-cultural and has a Masters in Health Administration. Education and work experience ensures knowledge of federal, state and local regulations. Full knowledge of Older Americans Act, Title III and Title XXII regulations for oversight of the Elderly Nutrition Program and Adult Day Care Services.
Mrs. Darla Olson VP Advancement

Darla has 20 years of experience in resource development, executive leadership, and relationship management, Darla brings a commitment to excellence, passion and proven success in building effective, strategic development plans to generate growth to the organization. 

In her role as Vice President of Advancement, she is responsible for fund development, corporate and community relations, marketing, branding, communications, and volunteer services.

Darla is a Franklin Covey Facilitator; Board Member of Orange County's Association of Fundraising Professionals and Chair of the chapter’s Mentoring program.   

Ms. Jane Roth CPA Chief Financial & Administrative Officer Jane Roth has a Bachelors level degree and CPA with more than 20 years of executive management experience. Degree and executive leadership experience ensure that Accounting personnel compiles and distribute reports per approved accounting practices.

Awards

Award Awarding Organization Year
Adult Day Healthcare License California Department of Aging 2016

Affiliations

Affiliation Year
United Way Member Agency 2018
Orange County Funders Roundtable 2017

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

We actively collaborate with more than 50 organizations and government entities and know that to meet all the needs of at-risk seniors we must work together with other senior-serving and hunger-relief organizations. Examples include:

· Orange County Aging Services Collaborative: members include AARP, Age Well Senior Services, AltaMed Health Services, Alzheimer’s Association, CalOptima, Council on Aging, County of Orange Office on Aging, SCAN Health Plan and others.

· National Association of Nutrition and Aging Services Providers: Our CEO sits on the board and collaborates with member agencies on national advocacy issues.

· Orange County Adult Day Services Coalition: Collaborate with more than 20 OC organizations to advocate on behalf of senior adult day health care issues.

· Second Harvest Food Bank: Provide and distribute the food for a summer lunch and afterschool program for low income youth.

Staff Information

Number of Full Time Staff 59
Number of Part Time Staff 34
Number of Volunteers 600
Number of Contract Staff 7
Staff Retention Rate % 95%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 10
Caucasian: 50
Hispanic/Latino: 61
Native American/American Indian: 92,801
Other: 0
Other (if specified): 1 Iranian
Gender Female: 81
Male: 41
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 3
Management Succession Plan Yes
Organization Policies And Procedures Yes
Business Continuity of Operations Plan No

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 Mrs. Mary Ann Vincent RN, MBA
Board Chair Company Affiliation MCB Consulting
Board Chair Term July 2017 - June 2018
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Mr. Richard Atnip -- Voting
Mr. Mark Austin Esq. Rutan & Tucker Voting
Mrs. Pat Brydges RN, MHA, ACM St. Joseph Heritage Healthcare Voting
Mr. David Copley CPA Ernst & Young Voting
Mrs. Lynn Daucher Immediate Past Director, California Dept of Aging Voting
Mr. Jonathan S. Hill CPA, CGMA Experis Voting
Mr. Don Lewis Jaya Apparel Group, LLC Voting
Dr. Mark Miller M.D. Anaheim Regional Medical Center Voting
Mr. Stuart Moss MBA FMV Capital Market, Inc. Mergers & Acquisitions/Valuation & Financial Advisory Services Voting
Mr. Randy Platt C.A.-RCFE Care Partners At Home Voting
Mr. Larry Schultz CPA Hein & Associates Voting
Mrs. Mary Ann Vincent RN, MBA MCB Consulting Voting
Mr. Earle Zucht SAP --

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
Ms. Lesley Barre Bank of America NonVoting
Dr. Kenneth Bell -- Exofficio
Mr. Phil De Carion -- NonVoting
Ms. Suzanne Engelder St. Joseph Heritage NonVoting
Mr. James Evans Ph.D. Retired NonVoting
Mr. Scott Heinila Producers Choice Network NonVoting
Mr. Mike Learokos Katella Grill NonVoting
Dr. Monica Mehren M.D. Retired NonVoting
Mr. Joe Papiri Snak King Corporation NonVoting
Ms. Di Patterson Season of Life NonVoting
Ms. Debbie Rose Ph.D. California State University, Fullerton NonVoting
Mr. Rafael Ruvalcaba Fronteras Food Group NonVoting
Ms. Paula Serios Serios and Associates NonVoting
Ms. Susan Vavak Dynamic Real Estate Ventures, Inc. NonVoting

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 13
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 3
Male: 10
Not Specified 0

Board Information

Board Term Lengths 1
Board Term Limits 6
Board Meeting Attendance % 80%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Board Orientation Yes

CEO Comments

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Foundation Comments

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Standing Committees

  • Audit
  • Board Governance
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
  • Strategic Planning / Strategic Direction

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Fiscal Year July 01, 2017 to June 30, 2018
Projected Revenue $12,959,535.00
Projected Expenses $13,172,995.00
Form 990s

2016 Form 990

2015 Form 990

2014 Form 990

2013 Form 990

2012 Form 990

Audit Documents

2017 Annual Audti

2016 Annual Audit

2015 Annual Audit

2014 Annual Audit

2013 Annual Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2016 2015 2014
Total Revenue $11,600,333 $12,524,764 $11,791,044
Total Expenses $11,734,235 $12,141,013 $11,134,049

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2016 2015 2014
Foundation and
Corporation Contributions
$1,014,456 $1,012,486 $1,080,129
Government Contributions $5,531,167 $6,123,921 $6,531,995
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $5,531,167 $6,123,921 $6,531,995
Individual Contributions -- -- --
Indirect Public Support $16,000 $47,813 $48,562
Earned Revenue $4,907,082 $5,271,337 $3,957,968
Investment Income, Net of Losses $29,966 $-3,025 $73,150
Membership Dues $0 $0 $0
Special Events $125,076 $67,337 $86,792
Revenue In-Kind $0 $0 $0
Other $-82,705 $42,558 $67,600

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2016 2015 2014
Program Expense $10,680,082 $11,028,576 $9,926,772
Administration Expense $665,099 $804,562 $921,117
Fundraising Expense $389,054 $307,875 $286,160
Payments to Affiliates $0 $0 $0
Total Revenue/Total Expenses 0.99 1.03 1.06
Program Expense/Total Expenses 91% 91% 89%
Fundraising Expense/Contributed Revenue 6% 4% 4%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2016 2015 2014
Total Assets $8,760,782 $9,213,706 $8,740,320
Current Assets $5,906,264 $6,132,996 $5,602,939
Long-Term Liabilities $1,687,381 $1,876,323 $1,855,759
Current Liabilities $454,478 $584,558 $515,487
Total Net Assets $6,618,923 $6,752,825 $6,369,074

Short Term Solvency

Fiscal Year 2016 2015 2014
Current Ratio: Current Assets/Current Liabilities 13.00 10.49 10.87

Long Term Solvency

Fiscal Year 2016 2015 2014
Long-term Liabilities/Total Assets 19% 20% 21%
Endowment Value --
Spending Policy --
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments


Foundation Comments

Summary financial data is per the audited financial statements, form 990s and consultation with the organization. For 2010 and 2011, Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

Agency Fact Sheet (2016)

Annual Report (2016)

Annual Report (2015)

No Other Documents currently available.