Orange Elderly Services INC EIN 33-0035445 Form 990 (PDF) Claim this org

Orange Elderly Services INC FY2021 filing

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Offers meals, recreation, health, and information services to seniors in Orange. For fiscal year 2021 it reported $535K in revenue, $433K in expenses, and $2.7M in net assets.Pt I

Founded
1984
Type
Public charity (501(c)(3)) · Human Services
Location
Orange, CA
Website
orangeseniorcenter.org
Filings
5 on file (2020–2021)
Revenue
$535KFY2021
Expenses
$433K
Net assets
$2.7M
People
13
Filings
5
Updates
0
More identity details & actions ⌄
EIN  33-0035445 Public charity (501(c)(3)) Orange, CA Founded 1984
Form 990 (PDF)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
Offers meals, recreation, health, and information services to seniors in Orange.
Leadership
Katherine Connaghan · Executive Dir. · $92K
Money in and out
$535K revenue, $433K expenses
Bottom line
78% program efficiency
Where the money goes · FY2021
Total revenue
$535K
Pt VIII · Ln 12
Total expenses
$433K
Pt IX · Ln 25
Net assets
$2.7M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $102K
Where spending went · Part IX cols B–D
Program services $0.78 Management & general $0.17 Fundraising $0.05
Program efficiency
78%
of spending reaches programs
Operating runway
77.1mo
months of highly liquid reserves at operating expense rate
Surplus margin
+19%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$535K
FY2021▼ -3%
Expenses
$433K
FY2021▼ -26%
Total assets
$2.8M
FY2021▲ +19%
Total liabilities
$88K
FY2021+0.5%
Total revenue
$535K
Pt VIII · Ln 12
Total expenses
$433K
Pt IX · Ln 25
Net assets
$2.7M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$102K
Total assetsPt X · Ln 16$2.8M
Program-expense ratioPt IX · col B78%
Voting members of governing bodyPt I · Ln 312
Independent voting membersPt I · Ln 412
Mission & Programs · Part III

Where the work happens

2 program services account for $340K of program spending, described in the organization's own filed words · FY2020.
01

The orange senior center provides 52 programs for over 350 seniors daily as well as serving approximately 160 seniors lunch daily. The lunch program is offered on a donation basis only with a suggested amount to donate.

$339Kprogram expense
02

The meals on wheels program serves approximately 70 homebound seniors daily.

$882program expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item COrange Elderly Services INC
EINHdr · item D33-0035445
Principal addressHdr · item COrange, CA
WebsiteHdr · item Jorangeseniorcenter.org
Year of formationHdr · item L1984
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P810)
Ruling yearIRS BMFOct 1986

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a12
Independent voting membersPt VI · Ln 1b12
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Dir.
$91,544Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Katherine Connaghan’s $108K as Executive Dir. is at the 90th percentile of top reported officer pay among 2165 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Katherine Connaghan$108,460$103,621
Katherine Connaghan$101,895$93,800$91,544$87,980

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$342K · 64%
Program service revenue$107K · 20%
Investment income$85K · 16%
Contributions & grants64%$342K
Program service revenue20%$107K
Investment income16%$85K
— government grantsLn 1e$287K
Total revenueLn 12$535K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.78 Management & general $0.17 Fundraising $0.05
Program services78%$340K
Management & general17%$74K
Fundraising5%$20K
Total functional expensesLn 25$433K

Balance Sheet

Part X · end of year
CashLn 1$290K
Total assetsLn 16$2.8M
Total liabilitiesLn 26$88K
Total net assetsLn 32$2.7M
Months of cash on handcomputed8.0

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $2.8M · Operating expenses (Pt IX) $433K · Less non-cash grants $3K · Cash operating expenses/yr $430K
77.1 months
Where the money goes
Program services
Program services $340K · Total expenses $433K
78%
Management & General
Management & general $74K · Total expenses $433K
17%
Fundraising
Fundraising $20K · Total expenses $433K
5%
Cost to raise $1
Fundraising expense (2-yr avg) $22K · Solicited contributions (2-yr avg) $44K
$0.50 to raise $1 (2-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $342K · Total revenue $535K
64%
Government reliance
Government grants $287K · Total revenue $535K
54%
Earned-income share
Program service revenue $107K · Total revenue $535K
20%
Investment reliance
Investment income $85K · Total revenue $535K
+16%
Program self-sufficiency
Program service revenue $107K · Total expenses $433K
25%
Growth & trend
Revenue growth (YoY)
This year $535K · Prior year $552K
-3%
Net-asset trend (YoY)
End of year $2.7M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $535K · Expenses $433K
+19%
Liabilities-to-Assets
Total liabilities — · Total assets $2.8M
Net-asset ratio
Net assets $2.7M · Total assets $2.8M
97%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $2.5M · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $2.8M
88%
People & payroll
Highest Reported Total Compensation
Individual Katherine Connaghan · Reported title Executive Dir. · Highest reported compensation $92K · Total expenses $433K
21%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $262K · Total expenses $433K
61%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 78%
Overhead ratio 17%
Fundraising cost ratio 6%
Revenue growth -3%
Investment management fee ratio 0.6%
Legal fee ratio 0%
Accounting fee ratio 4%
Fundraising fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$39

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$1.0M revenue · ⤓ 990 PDF
FY2023$533K revenue · ⤓ 990 PDF
FY2022$647K revenue · ⤓ 990 PDF
FY2021$535K revenue · viewing · ⤓ 990 PDF
FY2020$552K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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