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Laguna Beach Seniors, Inc.

 380 Third St
 Laguna Beach, CA 92651
[P] (949) 715-8102
[F] (949) 497-1831
www.TheSusiQ.org
www.lagunabeachseniors.org
[email protected]
Nadia Babayi
FOUNDED: 1975
INCORPORATED: 1975
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names --
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-2983350 00000

Summary


Mission StatementMORE »

The mission of Laguna Beach Seniors is to enhance the lives of seniors though programs, services, and advocacy that promote independence, wellness and community. 

Mission Statement

The mission of Laguna Beach Seniors is to enhance the lives of seniors though programs, services, and advocacy that promote independence, wellness and community. 

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $616,000.00
Projected Revenue $616,000.00

ProgramsMORE »

  • Programs for Senior Citizens

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 mission of Laguna Beach Seniors is to enhance the lives of seniors though programs, services, and advocacy that promote independence, wellness and community. 

Background Statement

Founded in 1975, Laguna Beach Seniors, Inc. [LBS] provided outreach and social programs on a small scale until 2009 when, in response to a growing elder population, the “Susi Q’ Senior Center opened in the center of town. The larger facility, named for a beloved, resident, Susan Quilter, is shared with a new community center.
The Susi Q has been the basis for a transformation from a volunteer-intensive organization to a professionally managed senior services agency with a solid Board and professional executive management and program staff.

Impact Statement

By the year 2020, more than 50% of the population of Laguna Beach will be 55 and older. -2012 US Census
 
As such, the Susi Q Senior has quickly become an essential aspect of senior life in town through new facilities, significantly expanded programs, and an all-important sense of place. While there is a wide continuum of needs, most seniors are in need of some level of support and have found county services to be erratic and/or limited. The need has been confirmed by a positive response and regular use by a significant representation of seniors.
Accomplishments:
  • Our Care Management Department grew from offering services 1 day/week (8 hours) to 5 days/week (40 hours) for seniors needing assistance and linkage to helpful resources.
  • We have increased our number of licensed counselors and MFT therapists from 1 to 5 to strengthen our mental health department.
  • Volunteers served over 7,000 hours in 2017, saving over 175k in administrative costs.
  • We now offer 14 social clubs with over 500 participants, totaling nearly 50 meetings per month.
  • We provide 15 FREE programs, support groups, and senior assistance services. This does not include mental health assistance and social services.
  • Program attendance has increased 40% within the last 5 years.
 
Goals for 2018-2019:
  • Full time coverage of Care Management Life Counseling professionals at The Susi Q and in two other Laguna Beach locations 
  • Expansion of the number and variety of educational experiences, cultural offerings and protection programs including emergency preparedness.
  • A Virtual Village that reaches isolated and homebound seniors and ensures that they have what they need to age comfortably in Laguna Beach. This may include an extension of programs, transportation options, "safe home retrofitting", and friend-to-friend networking.

Needs Statement

Current funding for the goals listed above has been projected for the next year as $616,000.
We are looking to partner with local organizations, services, and small businesses to create a Virtual Village network to create and encourage comfortable aging in our community. 
 
We believe that seniors in Laguna Beach deserve the community's support to:
  • Lead healthy and safe lives
  • Access vital information and support services
  • Remain independent as long as possible
  • Access affordable transportation
Whether living on their own or with family, many seniors endure a sense of isolation and loneliness. The gradual loss of control and independence can leave many feeling patronized, devalued, and ignored.
 
Through our Care Management and Mental Health programs, we help seniors find solutions, strategies and strengths for coping with common practical and emotional challenges that accompany the aging process.
 
Through our Lifelong Laguna and Outreach goals we will guarantee comfortable aging in Laguna Beach.
 
To accomplish great things we must not only act, but also dream; not only plan, but also believe.

CEO Statement

At the Susi Q volunteers and staff make it possible for this population to avoid the isolation that frequently plagues the elderly and keep them connected to their community. The center helps them find a peace of mind that is often elusive – whether through yoga classes, intervention by care managers, or the opportunity to become involved in special interest groups that keep mind and body more agile. Most importantly, each senior has the opportunity to obtain the support needed to live as full and independent a life as they choose to live.

 
 
 
 

 


Board Chair Statement

The senior center — which was an absurdly ambitious project for the dinky “Mom and Pop” operation we were back when we launched our capital campaign — is now operating at close to capacity. That’s gratifying but not that surprising in a town where more than a third of us qualify for the senior discount down at South Coast Theatre. This unprecedented social change is called the “Age Wave” by some and “Silver Tsunami” by others. The question is: will we ride it or be swept away by it?

Our response at the Susi Q has been a host of supportive services, clubs, classes, and activities that stretch the mind and body. This programming will continue to expand, but the Susi Q also will become a hub for services that reach into the community. The most exciting program on our drawing board is Lifelong Laguna, whose goal is to help us “age in place” in our homes — which nationwide surveys have shown is what the vast majority of Americans want.

Achieving this goal in any community will require comprehensive and affordable in-home services and involve emerging technologies. In Laguna, we have the advantage of being a wealthy community, but disadvantages too. Half our homes are on hillsides, all of them are expensive, and the housing options for seniors on limited incomes are, well, limited.

“This is a pivotal point in our history,” Board President Kristine Thalman has said. “We are committed to a transformation that will take us beyond the walls of the Susi Q.”
 
The Village Movement

The Village Movement began as a volunteer-intensive, grassroots effort to connect seniors with services to help them live at home. One of its distinguishing features, however, is the variability of the “villages” in the communities where they take root. In Laguna, for example, many village-like services are already in place at the Susi Q. We also have a wealth of churches and community groups that have long functioned as villages for their senior members.

Is Lifelong Laguna the prototype of a virtual village? It’s way too soon to say. “It’s a new venture for us,” Kristine says, adding that partnerships — including the support and involvement of the City — will be key to the shape and success of Lifelong Laguna. “We have wonderful congregations and organizations in town that are lifelines for their older members. We want to partner with them, learn from them, support their efforts, add our services to the mix, and fill in the gaps that we discover.”

There are many unknowns and much to learn. But whatever shape Lifelong Laguna takes, Laguna Beach Seniors is enlisting in a global “aging in place” movement, and, as Kristine says, “deepening its commitment to those who have made Laguna Beach the town we love and never want to leave.”

These are the people who have made Laguna Beach Seniors “40 Years Strong,” and we think they would approve this latest example of senior ambition.
 
-written by Chris Quilter, President Emeritus

Other Ways to Donate/Volunteer

Thank you for your interest in Laguna Beach Seniors at The Susi Q. We're celebrating 40 years of service to our community! The Susi Q Senior Center belongs to the community and everyone is welcome to join. Basic membership is free but we invite all our members to take the next step.  Step Up: Become a Contributing MemberBecause we work closely with the City, people are surprised to learn that it provides only five percent of our budget. Much of the rest comes from members like you who believe Laguna Beach needs and deserves a first-rate senior center.With an annual gift of $250, $100, $50, or even $25, you become a Contributing Member of the Susi Q.Step Up: Join the Cornerstone ClubOur major donor membership program provides exceptional support for our mission. Your annual gift of $1000 or more will be acknowledged on the Cornerstone Club Wall at the Susi Q. You’ll be in wonderful company!Step Up: Join the Susi Q SocietyOur Endowment is key to our long-term strategy to keep Laguna Beach Seniors a vital resource for generations of seniors. A direct or planned gift is a rewarding way to "give forward" and receive tax benefits or income for life. Donations can be made online at www.thesusiq.org or by check made out to Laguna Beach Seniors mailed to 380 Third Street, Laguna Beach, CA, 92651.  We have trust-worthy staff members who can take your donation over the phone.  Please contact Executive Director Nadia Babayi at 949.715-8102.  In-kind donations are also welcomed. Please check our website for volunteer opportunities.

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
South Orange County
South Orange County

City of Laguna Beach and South Orange County cities in Southern California

Organization Categories

  1. Human Services - Senior Centers/Services
  2. Human Services - Senior Centers/Services
  3. -

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Programs


Programs for Senior Citizens

The organization provides a spectrum of services through a core operating program that currently serves a regular client base of 6,000 individuals annually and another estimated 1,000+ who participate more selectively. The program operates through three primary fields of service:
  • Care management and social services.
  • Educational opportunities.
  • Social interaction.
The most popular programs are:
 
1. Heart To Heart: A weekly support group providing a supportive atmosphere where concerns, coping skills, and helpful tips can be shared. Facilitated by a licensed therapist.
 
2. Feeling the Blues:  Up to 14 free professional counseling sessions, at home or at the Susi Q Senior Center, to help seniors cope with sadness, despondency and lethargy.
 
3. Caregivers Support Group:  A semi-monthly support group for caregivers to share concerns, confidential, emotional support and resources. Facilitated by a licensed therapist.
 
4. Grief and Loss:  A support group to learn coping strategies and access therapeutic services after the loss of a loved one. 
 
 
Budget  $120,000.00
Category  Human Services, General/Other Case Management
Population Served Aging, Elderly, Senior Citizens Adults Elderly and/or Disabled
Program Short-Term Success  Helping the seniors to identify the emotional causes of depression is the focus of the first two therapy sessions. Clarifying the emotional problems that exist and stimulating dialogue and communication follows the initial stage. Empowering the individual to remember their achievements in life and capacity for creativity is a helpful tool in increasing their self-worth. Our therapists focus on encouraging the women to develop a social life. Seniors show a great sign of improvement and mood change once engaged in the Center’s classes, workshops and activities.
Program Long-Term Success 
Our most objective successes are found in the outcomes we can document. Our therapy sessions begin by establishing a supportive therapeutic environment that is positive and reinforcing for the senior women. Engaging the seniors in the Center’s activities is the goal of the program during and after the 10-14 series is completed.  The most satisfying success is in the clients and the families who are no longer in crisis, feel less alone and afraid, and have resolved issues that once felt overwhelming.   
Program Success Monitored By 
A pre-post assessment will identify key factors/indicators; anecdotal information will be gathered from case manager; the individual; family and/or friends/ and staff at the Susi Q.
 
Success is also measured by participation in senior programs, classes, and social clubs. 
Examples of Program Success 
A PERSONAL STORY BY NORMAN POWELL

One fateful day last year, my wife Armena lost her battle with heart disease. When her life ended, my life ended. I was alone, despondent and needed help.

The supportive services offered by the Susi Q were just what I needed. I took advantage of counseling by a professional psychotherapist. She guided my thoughts and emotions in a way that cleared my mind. A case manager made sure I knew how to live alone. I told people I was “seeing a shrink”, something I have always wanted to say since psychology became the vogue in the 50s.
 
Three times a week I take advantage of the other programs offered by the Susi Q. It’s like having a job, where I engage in activities with friendly acquaintances who provide interaction with the outside world, a vital ingredient of one’s life. We older people living alone need something to keep us connected to others, so we will not become loners waiting for the final exit. The Susi Q fills the bill.

Management


CEO/Executive Director Ms. Nadia Babayi
CEO Term Start Jan 2011
CEO Email [email protected]
CEO Experience
With 23 years of corporate and over 16 years of nonprofit experience, Nadia Babayi is in charge of leadership and management as well as maintaining the sustainability of Laguna Beach Seniors.
Nadia has extensive experience in fundraising management which includes developing funding strategies pertaining to membership, major donations, individuals, and foundations.
 

Former CEOs and Terms

Name Start End
Carole Zavala Jan 2011 Dec 2011
Bea Field June 2007 Aug 2010

Senior Staff

Name Title Experience/Biography
Nadia Babayi Executive Director --
Judy Baker Financial Manager --
Christine Brewer Volunteer Coordinator --
Jo Ann Ekblad Progam & Marketing Director --
John Fay Program Specialist - Aging in Place --
Martha Hernandez Case Manager --

Awards

Award Awarding Organization Year
Spirit of Laguna Awards- Best Nonprofit in Laguna Laguna Beach Chamber of Commerce 2014

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

Laguna Beach Seniors collaborates with the following organizations/partners:
 
1) Mission Hospital of Laguna Beach
2) Interfaith Council of Laguna Beach
3) Laguna Beach Community Services Council
4) Alzheimer's Association of Orange County
5) Hoag Presbyterian Hospital
6) Irvine Valley College
7) San Clemente Collaborative
8) Agewell Senior Services
9) Sally's Fund Senior Transportation Service
 ....and, many other organizations in Laguna Beach and South OC

Staff Information

Number of Full Time Staff 5
Number of Part Time Staff 1
Number of Volunteers 75
Number of Contract Staff 30
Staff Retention Rate % 90%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 4
Hispanic/Latino: 1
Native American/American Indian: 0
Other: --
Other (if specified): 1 (Middle Eastern)
Gender Female: 5
Male: 1
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 3
Management Succession Plan Under Development
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

--

CEO Comments

--

Foundation Comments

--

Governance


Board Chair Ms. Kristine Thalman
Board Chair Company Affiliation Retired Executive
Board Chair Term Jan 2018 - Dec 2019
Board Co-Chair Kristine Thalman
Board Co-Chair Company Affiliation Retired Executive
Board Co-Chair Term Jan 2011 - Dec 2017

Board Members

Name Company Affiliations Status
Gary Boisen Laguna Beach Board of Realtors Voting
Dorene Butler No Affiliation Voting
Rick Cirelli -- Voting
Cody Engle Retired Voting
Richard Frank U.S. Bank Manager Voting
Renae Hinchey Laguna Beach County Water District Voting
Darrcy Loveland Community Leader Voting
James McBride Community Volunteer Voting
Elizabeth Pearson -- Voting
Stephany Skenderian -- Voting
Stephany Skenderian -- Voting
Dr. Ruth Stafford Community Volunteer Voting
Kristine Thalman Retired/ Community Leader Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
Bea Field Retired NonVoting
Tina Haines Retired Executive Exofficio
Terri Johnson Small Business Owner Exofficio
Ann Quilter Community Leader Exofficio
Chris Quilter Community Volunteer NonVoting

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 12
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 7
Male: 5
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 2
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

--

Foundation Comments

--

Standing Committees

  • Board Development / Board Orientation
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Marketing

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $621,492 $538,991 $489,337
Total Expenses $613,830 $494,168 $463,915

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$266,206 $282,920 $406,605
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- $0
Individual Contributions -- -- --
Indirect Public Support -- -- $0
Earned Revenue $66,891 $67,562 $73,947
Investment Income, Net of Losses $50,156 $20,424 $6,266
Membership Dues -- -- $0
Special Events $237,955 $167,571 $2,191
Revenue In-Kind -- -- $0
Other $284 $514 $328

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $465,855 $340,047 $352,193
Administration Expense $80,833 $86,386 $102,973
Fundraising Expense $67,142 $67,735 $8,749
Payments to Affiliates -- -- $0
Total Revenue/Total Expenses 1.01 1.09 1.05
Program Expense/Total Expenses 76% 69% 76%
Fundraising Expense/Contributed Revenue 13% 15% 2%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $887,135 $878,105 $823,764
Current Assets $883,695 $878,105 $823,764
Long-Term Liabilities -- $31,500 $19,000
Current Liabilities $46,738 $13,870 $16,852
Total Net Assets $840,397 $832,735 $787,912

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 18.91 63.31 48.88

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 0% 4% 2%
Endowment Value $380,000.00
Spending Policy N/A
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates Jan - Dec
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

LBSI Reserve & Endowment Policies

The transformation of Laguna Beach Seniors from a volunteer-based organization to a professionalized senior services agency was driven by a capital campaign launched in 2004 to build the Susi Q Senior Center, which opened in early 2009. The success of this campaign created substantial reserves that have protected the agency during intensive and ongoing capacity-building in an uncertain economy. It has also prepared the way for a permanent endowment, which the leadership of the organization deems essential to the agency’s long-term ability to meet the needs of our community’s fastest-growing demographic.

The goal of LBSI’s current reserve policy is to maintain a reserves equal to 100% of the annual budget, invested in insured financial products so that the principal is fully protected. Funds in excess of 100% are being used to further the endowment goals of the agency. LBSI has a quasi-endowment fund managed by a committee of the Board of Directors in accordance with the endowment guidelines of the Uniform Prudent Management of Institutional Funds Act (UPMIFA).   As a matter of law, however, this fund is not a permanent endowment, as the Board retains control over and access to the corpus.   LBSI worked with the Orange County Community Foundation to create to a permanent endowment in 2013.   The endowment is now open and active. 

 

Foundation Comments

Summary financial data is per the audited financials and Form 990s as well as consultation with the organization.

Documents