Klamath Lake Counties Council on Aging

Public charity · Grantmaker Klamath Falls, OR EIN: 93-0577208

The mission of klamath basin senior citizens' council is to ensure that the odler population, low-income minority groups and people with disabilities within klamath and Lake counties have the opportunity for pursuing choices, independence, dignity and quality of life. We target services to seniors, low-income families and disabled households with the greatest social and economic need. We improve our services and programs through on-going monitoring and assessment to ensure that they meet the specific needs of clients.

Key facts about Klamath Lake Counties Council on Aging

In short: Klamath Lake Counties Council on Aging gave $646K across 3 grants in 2025 (avg $215K), mostly in Oregon. Source: 2025 IRS Form 990.

EIN
93-0577208
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$645,778
Grants made (2025)
3
Average grant
$215,259
Median grant
$48,985
Total assets
$327,141
Primary geography
Oregon (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$327K

-31.8% YoY

Annual Giving

$646K

-9.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$215K

-9.0% YoY

How Klamath Lake Counties Council on Aging gives

  • Giving held roughly steady from 2022 to 2025 (+14%). Method

From the foundation's IRS Form 990 filings. Methodology.

About Klamath Lake Counties Council on Aging

Based on IRS filings

Klamath Lake Counties Council on Aging is a public charity, based in Klamath Falls, OR. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $327K in total assets. In 2025, it awarded 3 grants totaling $646K. Net investment income was $44.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 3 itemized 2025 grant dollars.

States

Cities

Klamath FallsLakeviewBend

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K2 grants20212 grants20222 grants20233 grants20243 grants2025

From 2021 to 2025, annual grant giving ranged from $523K (2021) to $715K (2023). In 2025 it made 3 grants totaling $646K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Klamath Basin Senior Citizens' Center: $570KKlamath Basin Senior Citizens'Center$570KLake County Senior Citizens: $49KLake County Senior Citizens$49KCouncil on Aging Central Oregon: $27KCouncil on Aging CentralOregon$27K

The largest 2025 recipient was Klamath Basin Senior Citizens' Center ($570K). Together the top 3 received $646K.

Grant Size Distribution

12 grants across all recorded years

4<$50K3$50–100K$100–250K2$250–500K3$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 12 (33%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Klamath Basin Senior Citizens' Center Klamath Falls, ORSeniors, and provide in-home services to those in need.$569,709
Lake County Senior Citizens Lakeview, ORSeniors, and provide in-home services to those in need.$48,985
Council on Aging Central Oregon Bend, ORSeniors, and provide in-home services to those in need.$27,084

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$500K$1M$1.5M$2M20212022202320242025
Metric202520242023
Total Assets$327,141$479,738$650,070
Revenue$1,290,919$1,409,348$1,550,514
Expenses$1,418,075$1,498,049$1,446,638
Net Investment Income$44$62$68

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2021 (received by the IRS March 11, 2022)
  2. Updated Form 990 for fiscal year 2022 (received by the IRS January 26, 2023)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS May 14, 2024)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS February 20, 2025)
  5. Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)

Leadership & Key People

Officers and directors from IRS filings

Klamath Lake Counties Council on Aging is led by Phyllis Estes, Executive Director on every filing since 2021; 1 of 6 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Phyllis Estes

    Executive Director

    On filings since 2021

    40 hrs/week

    $60K (2021) → $75K (2025)

  • Ron Moe

    President

    Director → President, 2023

    On filings since 2021

    1 hr/week

    No compensation reported

  • Ernie Palmer

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Scott Allen

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Karen Morgan

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • John Effingham

    Vice President

    On filings since 2021

    1 hr/week

    No compensation reported

Former officers (8)
  • Former: Linda Nelson (2023–2024) — Treasurer
  • Former: Charlie Tveit (2021–2023) — Director
  • Former: Allison Brosterhous (2021–2022) — Director
  • Former: Alycia Edgeworth Kersey (2021–2022) — Director
  • Former: Diana Bettles (2021–2022) — Director
  • Former: Joni Bramlett (2021–2022) — Director
  • Former: Pat Hurst (2021–2022) — President
  • Former: Derrick Degroot (2022) — Director

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Phyllis Estes — Executive Director: $75KPhyllis EstesExecutive Director$75K

The highest reported compensation on the 2025 filing was $75K, to Phyllis Estes (Executive Director).

Frequently asked questions about Klamath Lake Counties Council on Aging

How much does Klamath Lake Counties Council on Aging give each year?

Klamath Lake Counties Council on Aging gave $646K across 3 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $710K across 3 grants.

What is Klamath Lake Counties Council on Aging's typical grant size?

Klamath Lake Counties Council on Aging's median grant in 2025 was $48,985, and its average grant was $215,259, across 3 grants on its 2025 IRS Form 990.

Where does Klamath Lake Counties Council on Aging give grants?

Klamath Lake Counties Council on Aging gives mostly in Oregon: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there.

Does Klamath Lake Counties Council on Aging give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Klamath Lake Counties Council on Aging's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Seniors, and Provide in-Home Services to Those in Need." (3 grants).

How large is Klamath Lake Counties Council on Aging?

Klamath Lake Counties Council on Aging reported $327K in total assets on its 2025 IRS Form 990. Its revenue that year was $1.3M.

What is Klamath Lake Counties Council on Aging's EIN?

Klamath Lake Counties Council on Aging's EIN (Employer Identification Number) is 93-0577208. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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