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Council on Aging - Southern California

 2 Executive Circle, #175
 Irvine, CA 92614
[P] (714) 479-0107 x 268
[F] (714) 479-0234
www.coasc.org
[email protected]
Jamie Cansler
FOUNDED: 1973
INCORPORATED: 1973
 Printable 1 Page Summary
 Printable Profile
Organization DBA Council on Aging - Orange County
Council on Aging - Southern California
Former Names Council on Aging - Orange County (2016)
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-2874089 00000

Summary


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Mission StatementMORE »

The Council on Aging-Southern California promotes the independence, health, and dignity of older adults through compassion, education, and advocacy.

Mission Statement

The Council on Aging-Southern California promotes the independence, health, and dignity of older adults through compassion, education, and advocacy.

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $4,178,472.00
Projected Revenue $4,178,472.00

ProgramsMORE »

  • Senior Protection Program/Financial Abuse Specialist Team (FAST)
  • ReConnect Socialization
  • HICAP
  • Long-Term Care Ombudsman

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

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


Overview


Mission Statement

The Council on Aging-Southern California promotes the independence, health, and dignity of older adults through compassion, education, and advocacy.

Background Statement

Dedicated to meeting the needs of our senior community for over 45 years, the Council on Aging - Southern California (COASC) provides specialized programs designed for older and disabled adults, their caregivers, and families. COASC is a dependable source of unbiased information about programs, services, and resources for older and dependent adults. 

Protection and Advocacy
  • Health Insurance Counseling and Advocacy Program (HICAP) - Offered in Orange County and the Inland Empire, provides unbiased, individualized counseling and group seminars to help Medicare recipients maximize benefits, understand health plan choices, and resolve denial of benefits. HICAP saved seniors more than $4.3 million in health insurance premiums and drug costs in 2017.
  • Long-Term Care Ombudsman Program -  Advocates for the rights and dignity of Orange County’s older and disabled adults living in skilled nursing and residential care facilities.  In 2017, we are serving 43,000 residents in approximately 1,500 nursing and assisted living homes.
  • Financial Abuse Specialist Team (FAST) - Provides referrals to appropriate community resources and educates the community concerning fraud committed by scam artists, caregivers, friends, and family members.  Education can protect seniors from America’s fastest growing crime – financial elder abuse. Over 4,427 Orange County seniors benefited from the information shared in our education workshops.

Socialization

  • ReConnect Program - Reintegrates older adults into the community, incorporating healthy and meaningful activities into their regular lifestyles.  We provided over 8,000 hours of case management and 3,864 referrals to resources for our participants.
  • Friendly Visitor Program  - Offers a supportive system of trained volunteer visitors to support frail older and dependent disabled adults 18 years and older with limited social networks.  Over 3,971 volunteer hours were devoted to older adults in need.

Community Education and Outreach

  •  Answers Guide - Yearly 112 page publication filled with information on healthcare, caregiving, finance, legal and Medicare comparison charts for Orange County. Distributed to 71,000 seniors annually, Answers informs the community about the Council’s services as well as other local non-profit resources. 
  • Educational Seminars - Provides seminars for individuals and corporations regarding Medicare, caregiving, and long-term care.
  • SmileMakers Guild - Mobilizes community and corporate support, providing holiday gifts to over 5,706 seniors living in skilled nursing and residential care facilities, who would otherwise be forgotten.  

 

 

Impact Statement

Accomplishments from the Past Year
  1. Served 290,000 seniors in Orange County and the Inland Empire with an array of no-cost programs and services
  2. Expanded our Ombudsman program to serve Riverside County adding 500 long-term care facilities and an additional 14,000 residents to receive our volunteer advocacy.
  3. Enhanced the long-term financial stability of the Council on Aging, positioning it for future growth
  4. Re-branded and updated our website at www.coasc.org to expand awareness of our 45 year history of serving the community  with valuable programs and services to protect and assist seniors and their families in navigating the aging experience
Top Goals for the Current Year (2018-2019)
  1. Expand programs and services to support Orange County’s “Silver Tsunami” of 835,000 Baby Boomers who will turn 65 in the next 20 years, adding to the 445,000 seniors who currently reside in the County.
  2. Build market awareness and become the recognized go-to resource for our no-cost programs and services that protect and assist older adults in intelligently navigating the aging experience.  
  3. Identify additional profit driven businesses to support growth and offset anticipated reductions in government funded programs and services.  
  4. Expand fundraising capacity and build reserves to support the long-term financial future of the organization.
  5. Expand our programs and services in the Inland Empire to serve additional seniors and disabled adults. 
  6. Expand our Board of Directors with committed business leaders who represent our diverse community

Needs Statement

  1. Expand market awareness (via online, print, on-air and social media) of the Council on Aging – Southern California’s no-cost programs and services.  Estimated support needed is $250K annually.
  2. Core operating support to offset the impact of the reduction in federal and state contract funds.  Estimated support is in excess of $500,000 annually. 
  3. Expand Board of Directors and Development Department's combined fundraising capacity to build reserves and long-term financial future of the organization.  Estimated support is $100,000 annually.
  4. Volunteer Support and Training to support the growth in the OC and Inland Empire senior population.  Estimated support is $200,000 annually.
  5. Funding for our Friendly Visitor Program.  Previously funded by the County of Orange, this volunteer based program lacks funding of approximately $250,000 to support outreach to 300+ isolated and vulnerable seniors in need of support and friendship to maintain their mental health.
  6. Support for production and distribution of our 112-page Answers resource guide that provides information and resources to seniors and their families on an annual basis.  600,000 Answers guides have been distributed in Orange County since 2010.  Estimated support is $100,000.

CEO Statement

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Board Chair Statement

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Other Ways to Donate/Volunteer

Every contribution advances our mission in promoting the independence, health, and dignity of older adults through compassion, education, and advocacy.Your contribution ensures that older adults and individuals with disabilities will continue to receive the assistance they need and deserve. Your support will help to provide a friend for lonely and isolated seniors, provide advocates for the vulnerable older adults in long-term care, and education  seminars to help protect seniors from financial abuse. We are grateful to accept a donation at any time. Contributions can be made online , by phone at 714.479.0107, or mailed to the Council on Aging – Southern California, 2 Executive Circle, Ste 175, Irvine, CA 92614.Volunteer with Us! The Council on Aging’s ability to provide free services is dependent on the generosity of over 400 volunteers who are skillfully trained to meet the growing needs of the senior community. Join our volunteer family to help change lives throughout Orange County and the Inland Empire.Volunteer because... A lonely senior is in need of a friend. An overwhelmed neighbor needs help navigating Medicare for themselves or a loved one. A frail, isolated senior in a nursing home needs an advocate. An older adult seeks to reconnect with their community. Over 5,000 holiday gifts for forgotten seniors need to be wrapped and distributed. Looking for other volunteer opportunities? We are always in need of general office support and health fair ambassadors.You can also attend our monthly Volunteer Orientation to learn more about the Council on Aging - Southern California and the many free programs we offer.  Visit us at www.coasc.org to learn more.    

Geographic Area Served

Central Orange County
South Orange County
West Orange County
Other
North Orange County
All of our program and services are available to seniors in Orange County since 1973. In 2012, our Health Insurance Counseling and Advocacy Program (HICAP) expanded into San Bernardino, Riverside, Mono, and Inyo Counties. In 2017, our, Ombudsman Program expanded into Riverside County to serve the residents in long-term care and assisted living facilities.

Organization Categories

  1. Human Services - Senior Centers/Services
  2. Human Services - Centers to Support the Independence of Specific Populations
  3. Civil Rights, Social Action, Advocacy - Seniors' Rights

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Programs


Senior Protection Program/Financial Abuse Specialist Team (FAST)

 The Financial Abuse Specialist Team (FAST) is part of our Senior Protection Program.  FAST is a multi-disciplinary group of public and private professionals who meet on a monthly basis. They volunteer their time to advise Adult Protective Services (APS), the Ombudsmen, law enforcement and private attorneys on matters of adult financial abuse. The FAST also collaborates with legislative groups to create and strengthen laws to protect these at-risk adults. FAST also offers free community education on financial abuse as well as specialized training to any qualified group.

Financial elder abuse is a hidden and insidious crime. Public education and awareness is the key factor to bring this crime out into the open so predators can be convicted and punished.

 
Budget  $140,000.00
Category  Human Services, General/Other Senior Services
Population Served Elderly and/or Disabled Adults
Program Short-Term Success 

Overall goals as mandated by our sole county funding source-Outreach to 4,800 people per year via a minimum of 48 presentations to the community per year and 10 trainings to professionals.  We are also tasked to distribute a commiserate number of educational and resource materials. 

Program Long-Term Success 

Community Education is the primary function of FAST.  Our goal is to inform all seniors, particularly the home-bound who are often cutoff from communication. With additional staff and volunteers to facilitate this movement, we plan to outreach to faith-based communities, home-bound seniors, and those in assisted living facilities. We also plan to partner with law enforcement and continue training in order to increase the rate of criminal convictions.

The secondary purpose of FAST is to bring together community leaders in a monthly forum to discuss cases of financial abuse. The 40 consultants come from both private and public sectors and have agreed to supply a minimum of 4 hours per month in free consultation to the FAST meeting and consumers who are at risk of financial elder abuse. These complex cases have many levels of intervention and are not resolved easily. 

Program Success Monitored By 

The success of the FAST in meeting the required goal is monitored quarterly through required National Aging Program Information System (NAPIS reports) submitted to the Orange County Office on Aging.  We also meet annually with our designated contract manager in a face to face audit.

Examples of Program Success 

Our success in educating the community is measured by the large number of requests we have from the community to provide education.  It is difficult to assess how many people actually benefit from this information.  How many people now know to hang up on solicitors? How many report these criminals?  This is difficult to track, but we do survey our audiences for feedback and receive very high marks for the quality of the information.The FAST has been instrumental in bringing cases to the DA's office: from a caregiver who stole over $100,000 from a legally blind patient to obtaining restraining orders for seniors being harassed in their own homes by predators.   We have also been able to assist in stopping the home foreclosure of people who were misled into purchasing reverse mortgages.  Knowing that we are able to protect one more vulnerable senior from further financial devastation is gratifying, but there are still hundreds of abuse situations going on around us at any moment.


ReConnect Socialization

The ReConnect program provides isolated adults and older adults opportunities to reintegrate into their community. We help participants incorporate healthy and meaningful activities into their regular lifestyles.
ReConnect provides:
  • A screening evaluation conducted by an intake specialist.
  • Comprehensive in-home assessment administered by a case manager.
  • Personalized socialization activities initiated by a case manager and trained volunteers.
  • Involvement in support groups, educational trainings, skill development workshops, home visitations, and physical activities.
 The ReConnect program benefits isolated adults and older adults by:
  • Providing good mental health.
  • Offering a high degree of life satisfaction.
  • Helping individuals live independently.
  • Increasing involvement in the community.
Budget  $979,000.00
Category  Human Services, General/Other Senior Services
Population Served Aging, Elderly, Senior Citizens Elderly and/or Disabled
Program Short-Term Success 
1. Improve participants overall well-being.
a. Provide early intervention services to improve overall well being:
70% of participants who complete a pre and post test survey will maintain or increase the level of overall well-being.
 
2.Improve behavioral health status of participants. 
a.Provide prevention and early intervention services to decrease the severity of depressive symptoms:
70% of participants who complete a pre and post test survey will maintain or decrease the severity of depressive symptoms.
 
3.Decrease social isolation.
a.Provide early intervention services to increase social connectedness and social functioning:
70%  of participants will maintain or increase frequency of social contacts.
70% of participants will maintain or increase level of emotional support.
70% of participants will maintain or increase the level of social activities.
Program Long-Term Success 
  • Access to mental health services for all Orange County adults and older adults
  • Community-wide reduction in mental health stigma and discrimination

 

 

 

Program Success Monitored By  Evaluation Tools (pre service, 6-months, post service): PHQ9, Who5, Socialization Functioning Survey (Promis).
Examples of Program Success 

KK is a 75 year old male living alone in a senior apartment. KK is new to the area and reports isolation due to having few friends and a lack of awareness of local resources.Before his involvement in ReConnect, his daily schedule consisted of a morning walk and watching TV alone in his home.

He didn’t have the opportunity to make friends with people because of a language barrier and he had vision problems. KK was also exhibiting symptoms of moderate depression as a result of his isolation.

KK was matched with a Case Manager and a Life Coach who completed a comprehensive assessment and developed an activity plan which included some of the following:

  • Enrolling him in ESL classes to improve his English
  • Helping him obtain a free eye exam and a new pair of glasses.
  • Connecting him with resources to keep him engaged in the community
KK reports a significant difference in the quality of his life and emotional well-being.

 


HICAP

The Council on Aging’s Health Insurance Counseling and Advocacy Program (HICAP) offers unbiased individualized counseling, community outreach, and public education about Medicare and other related health insurance topics. HICAP counselors are state-registered staff and volunteers, trained to answer your health insurance questions free of charge.
HICAP is part of the national network of State Health Insurance and Assistance Programs and funded in part by the California Department of Aging. This makes HICAP the most dependable source of unbiased, accurate, and up-to date Medicare-related information for Orange, Riverside, San Bernardino, Inyo and Mono County residents.
Budget  $1,400,000.00
Category  Human Services, General/Other Senior Services
Population Served Aging, Elderly, Senior Citizens People/Families of People with Health Conditions
Program Short-Term Success  HICAP's short-term goal is to conduct over 57,000 presentations annually and to counsel and advocate for over 11,000 clients on a one to one basis.  This will ensure that people will have the information they need to maximize their Medicare benefits, minimize their costs and have access to all the necessary medical services they need.
Program Long-Term Success 

All Medicare beneficiaries and their caregivers will be able to understand Medicare benefits and rights so that they can make their own informed health care decisions.  HICAP also advocates for the protection of the Medicare program to ensure that seniors and persons with disabilities continue to have access to the services they need.  This can be accomplished if all Orange County and Inland Empire Medicare beneficiaries  know about HICAP and how to reach us prior to making decisions.

Program Success Monitored By 
HICAP monitors client satisfaction by mailing a survey to clients at the completion of counseling.  A seminar evaluation form is distributed at the end of each seminar.  Each evaluation tool measures customer service, the quality of the information provided, and the increased knowledge of the individual.
Additionally, each client intake is reviewed by a supervisor that has a high level of knowledge of understanding about Medicare.  
Examples of Program Success 
Our HICAP Program is one of the highest performing Medicare counseling programs in the nation and often first or second depending on the service unit. 
One example of how we successfully serve the senior community is Paul and Helen Berger. Paul and Helen, now 87, thought they had done everything right in preparing for their retirement years.  However, a struggling economy and the onset of Helen’s dementia began to take a serious toll on this loving couple.  This is when Paul turned to the Council on Aging for help.
Paul – like many of our seniors today – was watching their life savings evaporate partly due to the rising cost of prescription medications. Linda Walton, a HICAP counselor, explained to Paul potential insurance plan savings to consider.  Linda helped reduce Paul’s costs by over $3,900 a year - a huge savings for a couple living on a fixed income. Paul's story is one that will become more prevalent as the number of retirees continues to increase.  

Long-Term Care Ombudsman

The Council on Aging's Ombudsman Program (Long-term Care Advocate) is a federally mandated program that ensures the rights of residents in long-term care facilities are respected.

Ombudsmen empower and protect residents of skilled nursing homes, board and care homes, and assisted-living facilities. They provide the security of a caring advocate and assert the rights of a resident, particularly when a family member is not present.

Budget  $826,000.00
Category  Human Services, General/Other Senior Residential Facilities Programs
Population Served Elderly and/or Disabled Aging, Elderly, Senior Citizens
Program Short-Term Success  Ombudsmen made approximately 10,836 unannounced visits to long-term care facilities in Orange County for the fiscal year 2016-17. We attended about 800 Resident Council Meetings. We witnessed about 400 Advanced Health Care Directives in skilled nursing facilities. We received and responded to approximately 1,236 abuse allegations. These numbers reflect a strong presence in our long-term care facilities.  Our presence helps protect the rights and dignity of these residents.
Program Long-Term Success  There are currently 28,000 residents living in long-term care facilities. This number is expected to grow in the next 20 years. This will require the Ombudsman Program to grow so that we can ensure that all residents have access to an Ombudsmen. Ideally, we will grow our volunteer base by about 30%.  This would require that we increase the number of employees by at least 15%  in order to manage the number of increased volunteers and the increased number of facilities they will cover. We are mandated to advocate for residents of long-term care facilities and to be a presence in such facilities. We will need to grow the program in order to meet this mandate. Our presence and advocacy is essential to the well being of frail and isolated seniors.
Program Success Monitored By  The Ombudsmen keep track of all their activities on an Activity Log on a monthly basis. They also file a specific form for every complaint they receive and investigate. This data is entered into ODIN, a nationally used software program specifically designed to track the work of the Ombudsmen. We also track our success in resolving residents' complaints. By working on behalf of the resident, we were able to improve their quality of life in the facility. Statistics show the greater the presence in the facilities, the fewer complaints received. Since Ombudsmen serve as the eyes, ears, and voice for the residents, better care is received and their quality of life is improved.
Examples of Program Success  We helped Anna, a 95 year old resident in a long-term care facility in Anaheim be reunited with her 61 year old son who was struggling with early stage dementia while residing in another long-term care facility in San Clemente.  After learning about Anna's concern and fear for her son's condition, our Ombudsman was able to help Anna's son relocate to her long-term care facility in Anaheim.  Now, they spend each day together, sharing memories, meals and activities. 

Management


CEO/Executive Director Ms. Lisa Jenkins
CEO Term Start Jan 2012
CEO Email [email protected]
CEO Experience
Lisa Jenkins' career experience spans over 25 years in the printing/publishing, chemical coating, and nonprofit sectors—both as an individual contributor and as a top executive leading large teams. Passionate about community service, Ms. Jenkins joined the Girl Scouts of Orange County as Vice President of Business Operations.
As President and CEO of the Council on Aging, Ms. Jenkins oversees all programs, services, activities, and facilities. She is responsible for establishing and maintaining contact with key individuals in local government, other nonprofit agencies, and the corporate sector. During her 5-year tenure the revenue of the Council on Aging - Southern California has nearly doubled in size.  By furthering the Council's public image and reputation, services for O.C and Inland Empire seniors will continue for years to come.
Ms. Jenkins holds a BS/BA in Marketing from Ohio State University and is active in a number of nonprofit organizations, including Holt International and The Girl Scouts of Orange County.

Former CEOs and Terms

Name Start End
Ms. Cheryl Meronk -- --
Ms. Pamala McGovern -- --

Senior Staff

Name Title Experience/Biography
Ms. Miriam Boulger Director of Finance and Human Resources
Miriam Boulger comes to the Council with over 20 years in accounting experience and a wide range of operational skills to help manage companies in the fields of accounting, human resources, risk management, information technology and office management.
Ms. Boulger is responsible for the accounting and financial operations of the agency, including accounts payable and receivable, general ledger, financial reporting, payroll, vendor management, audit and tax preparation, banking, inventory, and cash flow forecasting.
Ms. Boulger holds a BA in Business Administration (with an Accounting emphasis) from California State University, Fullerton. She also holds a certificate in Human Resources from California State University, Fullerton.
Ms. Jamie Cansler Director of Development and Community Relations

 

As the Council on Aging - Southern California's Director of Development and Community Outreach, Jamie possesses an extensive background in fundraising and nonprofit management.  Most recently, she was Vice President of Development/Board and Government Relations and Special Projects at PBS SoCal.  As a member of their Executive Management Team, she increased annual development income from $1.5 million to $3.3 million through increased annual and special event income.  She also doubled corporate and foundation giving to $1.2 million and drove planned giving bequest commitments to $4.2 million. 

Previously, she held positions as the President of the National Multiple Sclerosis Society’s Pacific South Coast Chapter, managing a $7.9 million dollar budget and also at Aids Project Los Angeles where she rose from Volunteer to Chief Operating Officer during her twelve year tenure there.

Jamie is a native of Australia and attended Cal Poly Pomona, studying Behavioral Science.  She has received multiple awards and commendations for her work on behalf of local non-profit organizations and cities.

Awards

Award Awarding Organization Year
Walter B. Gerken Award Pacific Life Foundation 2016

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
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Collaborations

•  Orange County Aging Services Collaborative

•  Alzheimer’s Orange County 

AgeWell Senior Services
 
Community SeniorServ

•  Office on Aging - OC, SB and Riverside  Counties

•  UCI Forensic Center

•  UCI Gerontology Department

•  CMS (Center for Medicare Services)

•  Local Social Security Offices

•  Hoag Hospital

•  SCAN

•  Orange County Register

•  Law Enforcement

•  Adult Protective Services

•  Cal State Fullerton Center for Successful Aging

•  Legislative Offices

•  CalOptima

•  Orange County Community Foundation

•  Bowers Museum

 
 

Staff Information

Number of Full Time Staff 35
Number of Part Time Staff 42
Number of Volunteers 400
Number of Contract Staff 0
Staff Retention Rate % 86%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 3
Asian American/Pacific Islander: 6
Caucasian: 52
Hispanic/Latino: 16
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 72
Male: 5
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Management Succession Plan Under Development
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 Mr. Daryl YeeLitt
Board Chair Company Affiliation Retired
Board Chair Term July 2016 - July
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Mr. Harry Barth Esq. BarthCalderon, LLP Voting
Mr. Jared Burk W. W. Grainger Voting
Mr. Ken Cornelison SPHR Retired Voting
Mr. Anthony Grigoriou SDC Technologies Voting
Ms. Kaaren Hall uDirect Financial Services Voting
Mr. Dan Holtz Sovereign Lending Group, Inc. Voting
Ms. Linda Hughes President Hughes & Assoc. Vistage Chair Voting
Ms. Lisa Jenkins COASC Exofficio
Ms. Pamela Jung Workforce Solutions Group Voting
Mr. Geoffrey King -- Voting
Mr. Phong Luu Covington Capital Management Voting
Mr. Len Miller HMBD, Inc. Voting
Mr. Brad Remillard Impact Hiring Solutions Voting
Mr. Fernando Sauceda Community Volunteer Voting
Mr. Robert Turner LA Care Health Plan Voting
Mr. Madhu Vijay Aviation Capital Group Voting
Mr. Michael Wilson Dragon9 Partners Voting
Mr. Daryl YeeLitt Retired Aerospace Executive Voting

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: 1
Asian American/Pacific Islander: 3
Caucasian: 11
Hispanic/Latino: 1
Native American/American Indian: 0
Other: --
Other (if specified): Indian-1
Gender Female: 3
Male: 14
Not Specified 0

Board Information

Board Term Lengths 1
Board Term Limits --
Board Meeting Attendance % 85%
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
  • Marketing
  • Strategic Planning / Strategic Direction

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year July 01, 2018 to June 30, 2019
Projected Revenue $4,178,472.00
Projected Expenses $4,178,472.00
Form 990s

2017 Form 990

2016 Form 990

2015 Form 990

2014 Form 990

2013 990

2012 Form 990

Audit Documents

2016 Audited Financial Statement

2015 Audited Financial Statement

2013 Audited Financials

2012 Audited Financial Statements

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $4,434,605 $4,199,112 $4,504,424
Total Expenses $4,675,209 $4,439,704 $4,177,922

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$647,181 $448,041 $1,055,610
Government Contributions $89,289 $69,265 $65,903
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $89,289 $69,265 $65,903
Individual Contributions -- -- --
Indirect Public Support -- $0 $0
Earned Revenue $3,588,589 $3,539,228 $3,249,261
Investment Income, Net of Losses $273 $917 $3,289
Membership Dues -- $0 $0
Special Events $109,273 $141,661 $130,361
Revenue In-Kind -- $0 $0
Other -- $0 $0

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $4,213,388 $3,995,358 $3,714,194
Administration Expense $133,407 $131,390 $118,708
Fundraising Expense $328,414 $312,956 $345,020
Payments to Affiliates -- $0 $0
Total Revenue/Total Expenses 0.95 0.95 1.08
Program Expense/Total Expenses 90% 90% 89%
Fundraising Expense/Contributed Revenue 39% 47% 28%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $1,139,234 $1,547,079 $1,809,708
Current Assets $862,810 $1,204,962 $1,477,447
Long-Term Liabilities $123,955 $65,000 $0
Current Liabilities $483,277 $442,999 $529,986
Total Net Assets $532,002 $1,039,080 $1,279,722

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 1.79 2.72 2.79

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 11% 4% 0%
Endowment Value --
Spending Policy Income Only
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

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Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.