Community Seniorserv Inc

Nonprofit profile at a glance

EIN
952771715
IRS 990 coverage
2009–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Anaheim, CA, USA
Phone
7142200224
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Congregate Meals

Official website

Reported finances

Revenue
$20,439,086
Expenses
$18,544,490
Assets
$22,441,581
Liabilities
$2,862,735

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

25 people listed

Executive titles in this filing

  • HOLLY HAGLER (CHIEF EXECUTIVE OFFICER)
  • ALEJANDRO LUPERCIO (VICE PRESIDENT OF SOCIAL SERVICES)
  • BYRON GIOVANNI CORZO (VICE PRESIDENT OF CARE SERVICES)
  • JANE M ROTH (VICE PRESIDENT FOOD SERVICES)

Highest reported compensation

  • HOLLY HAGLER (CHIEF EXECUTIVE OFFICER): $384,229 total reported compensation
  • TINA PRONK (CHIEF FINANCIAL & ADMINISTRATIVE OFFICER): $244,262 total reported compensation
  • ALEJANDRO LUPERCIO (VICE PRESIDENT OF SOCIAL SERVICES): $212,245 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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

What it reported doing in 2024

Title iii-c elderly nutrition services/title iii-b supportive services: title iii-c elderly nutrition services - provides home-deliverd meals to homebound seniors and congregate meals at senior and community centers, supporting nutrition and socialization for older adults in central and northern orange county. All meal programs meet nutritional guidelines for older adults. Title iii-b supportive services - offers case management, in-home supportive services (such as homemaking, personal care, and chore assistance) for eligible seniors throughout orange county to promote independence and well-being. (continued on schedule o)adult day services in buena park for older adults experiencing the need for social-based (non-medical) care in a group setting. Transportation services are provided in central and northern orange county to older adults who need transportation to senior centers, local financial institutions and other non-medical locations

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 85
  • Transparency & Controls: 74
  • Accountability: 100
  • Sustainability: 55
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 85.2%; rating input score 85
  • Program expense ratio: 92.9%; rating input score 93
  • Fundraising efficiency: $21.5 raised per $1 spent on fundraising; rating input score 59; 59th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 9.3%; rating input score 66; 66th percentile among comparable filings
  • Total-asset coverage ratio: 1.21; rating input score 43; 43rd percentile among comparable filings
  • Liabilities to assets ratio: 0.13; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 9.4%; rating input score 23; 23rd percentile among comparable filings

Growth

  • Program expense growth: 7.9% per year; rating input score 100; 61st percentile among comparable filings
  • Revenue growth: 6.4% per year; rating input score 100; 55th percentile among comparable filings
  • Asset growth: 9.2% per year; rating input score 100; 61st percentile among comparable filings

Details

  • Where the money goes: 85.2% of revenue deployed · 92.9% of spending went to programs
  • Governance: 17 of 17 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $17.2M in reported program spending
  • Leadership: top reported pay $384K · 25 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $3M reported
  • Consistency: 37 of 37 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Fundraising efficiency scored 59/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 43/100.
  • High — Sustainability: Officer compensation ratio scored 23/100.