United Seniors of Oakland and Alameda County

What it reported doing in 2024

USOAC Membership 12,404 (250 individual; 4 business; 3,315 chapters; 8,471 organization)33rd Annual Convention held on June 21, 2024 to report out on 2023 and some plans for 2024 with approximately 240 attendees. The 34th Annual Convention on June 13, 2025 had the actuals for 2024 with plans for 2025. 21st Annual Health Living Festival held on September 26, 2024. There were 4000 eventbrite registrations and approximately 2280 to 3000 attendees; 15 chartered buses to transport seniors from 50 sites; 89 exhibitors with information, health screening, and other resources; there were nearly 2800 nutritious free meals provided to attendeesAffordable Housing for Seniors partnered with Gold Star Shared Senior Housing with 150 seniors engaged; worked with one of our organization members, St. Marys Center, on housing as well; continued our membership in East Bay Housing Organization Probate & Conservatorship Reform supported the Recommendations presented to the Alameda County Board of Supervisors; also supported the recognition of Elder Abuse Awareness MonthSenior Nutrition Advocacy facilitated collaboration with the regular convening of 11 partner entities to address food insecurity and support for resources to seniors; some partners attended the 2024 Meals on Wheels National Conference in celebration of 50 yearsSenior Technology Advocacy met with Oakland Undivided on senior access and connectivity to the internet; sponsored a giveaway of 30 desktop computers and lessons with 10 participants through our partnership with the Computer Technology Resource Center; met with Alameda County Public Health Department to address the senior digital divide and inclusion Travel Training worked on the AC Transit Realign Project for bus line and ridership patterns; conducted 10 mini-sessions to 89 seniors; held 8 comprehensive sessions to 66 seniors; completed 100 trips; outreached to 2200 contacts Senior Needs Assessment sent to 5200 contacts with the Healthy Living Festival mailer County officials met with some on senior concerns/needsCandidate Forum conducted with candidates for County Supervisor, State Senate, and Congress about 30 attendees on their older adult platformSenior Focus Group and Survey held with 23 attendees and 25 surveys responses on senior needs22nd Annual Senior Injury Prevention Educational Forum attended with about 10 of our leaders and/or staff on healthy aging services especially falls prevention, medication management, and home safety mobilitySenior Services Coalition Making the Difference Conference attended with about 6 of our leaders and/or staff, focusing on older adult homelessnessCity of Oakland opposed budget cuts and save senior centers and servicesState of California opposed budget cuts to aging services Alameda County successfully supported $2.1 million in Emergency Stabilization Funds for Area Agency on Aging food providersRecruitment to our 7 committees circulated 150 recruitment forms plus another 2400 distributed through the Annual Convention and Healthy Living Festival that achieved a total of 70 members (some duplicate and not all new) on committeesEden Area Senior Town Hall meeting held on senior concerns/needs information with approximately 100 attendeesMembership of USOAC continued our membership in California Alliance for Retired Americans (CARA) and Senior Services Coalition (SSC) to have a greater impact on senior concerns/needs at a regional and state level Outreach & Networking attended many aging adult events by our 16 board members and 4 staffMental Health Committee partnered with the 144,000 Elect Foundation on the issues that impact aging adult mental health and wellness Walkable Neighborhoods for Seniors continued to work through our Walk Club committee and on pedestrian safety for aging adults with regular meetings and ongoing organizational program attention

Financial Efficiency

• Mission deployment rate: 51.8%; rating input score 52
• Program expense ratio: 54.7%; rating input score 55
• Fundraising efficiency: $69.11 raised per $1 spent on fundraising; rating input score 81; 81st percentile among comparable filings

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 64th 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; 63rd percentile among comparable filings
• Governance controls: 1 of 7 controls in place; rating input score 14
  • Conflict-of-interest policy: Fail
  • Whistleblower policy: Fail
  • Document-retention policy: Fail
  • CEO compensation review process: NotApplicable
  • Other executive compensation review process: NotApplicable
  • Form 990 shared with the board: Fail
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Missing
  • Independent financial-statement audit: Fail

Sustainability

• Operating margin: 5.3%; rating input score 51; 51st percentile among comparable filings
• Total-asset coverage ratio: 0.03; rating input score 3; 3rd percentile among comparable filings
• Liabilities to assets ratio: 16.57; rating input score 0; 0th percentile among comparable filings
• Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

• Program expense growth: 0.3% per year; rating input score 100; 32nd percentile among comparable filings
• Revenue growth: 2% per year; rating input score 100; 35th percentile among comparable filings
• Asset growth: 2.8% per year; rating input score 100; 37th percentile among comparable filings