Huntington Beach Council on Aging
Nonprofit profile at a glance
- EIN
- 510179431
- IRS 990 coverage
- 2011–2025
- Forms available
- Form 990 2025
- Location
- Huntington Beach, CA, USA
- Phone
- 7145369387
- Rating
- 76
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $428,889
- Expenses
- $306,576
- Assets
- $587,451
- Liabilities
- $2,317
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
18 people listed
Executive titles in this filing
- LINDSAY DUFRESNE (President)
People named in this filing
- BEVERLY MAST (ADMIN SEC.)
- PHIL BURTIS (CFO)
- DIANA ZIMMER (BOARD MEMBER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Hboca provides funding for services to seniors in the community including classes, meals, transportation, events and referals.
What it reported doing in 2025
The hboca is a 501(c)3 non-profit organization with a vistion that all huntington beach seniors will have access to services, programs, information and education that promote dignity adn quality of life. To facilitate that vision, the hbcoa provides funding for dozens of programs and services offered by the huntington beach senior center in central park. This funding allows the senior center to provide senior related programs and services to the community. Examples of programs that are funded by the hbcoa include: their care management team served over 1,000 unduplicated older adults; their volunteers delivered roughly 75,000 meals to over 200 unduplicated qualified seniors; the center offered 12 types of life enrichment activities such as concerts, luncheons, dances, wellness and community events wtih over 3,500 attendees. The hbcoa also funded multiple social services provided by over 400 senior center volunteers adn som of the city staff that manages those volunteers. The hboca also offers a travel program with opportunities to visit local sites and events of interest.
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
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 73
- Transparency & Controls: 86
- Accountability: 82
- Sustainability: 67
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 63.9%; rating input score 64
- Program expense ratio: 88.2%; rating input score 88
- Fundraising efficiency: $38.04 raised per $1 spent on fundraising; rating input score 69; 69th percentile among comparable filings
Transparency & Controls
- Consistency checks: 91.7%; rating input score 92; 20th percentile among comparable filings
- Pay-setting controls: Limited
- 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; 64th percentile among comparable filings
- Governance controls: 4 of 7 controls in place; rating input score 57
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 28.5%; rating input score 79; 79th percentile among comparable filings
- Total-asset coverage ratio: 1.92; rating input score 58; 58th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 45; 45th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings
Growth
- Program expense growth: -0.5% per year; rating input score 0; 27th percentile among comparable filings
- Revenue growth: -0.3% per year; rating input score 0; 19th percentile among comparable filings
- Asset growth: 2.4% per year; rating input score 100; 32nd percentile among comparable filings
Details
- Where the money goes: 63.9% of revenue deployed · 88.2% of spending went to programs
- Governance: 16 of 16 board members independent · 4 of 7 filing controls reported
- Programs: 3 filed program accomplishments · $270K in reported program spending
- Leadership: top reported pay $0 · 18 people listed
- Consistency: 20 of 21 current checks pass · 1 finding to review
- Schedules: 4 filed schedules · includes major donors
- Filing history: 15 filing years from 2011 to 2025
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- 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 — Accountability: Governance controls: 2 of 6 not reported.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Review — Sustainability: Total-asset coverage ratio scored 58/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 45/100.