Nonprofit · EIN 77-0236226
SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL
Tax-exempt · SOLVANG, CA 93463
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $815,523 | $304,284 | $511,239 | $9,804,014 | $3,331,070 | $6,472,944 |
| June 30, 2024 | 990 | $2,561,456 | $344,906 | $2,216,550 | $5,987,035 | $25,330 | $5,961,705 |
| June 30, 2023 | 990 | $599,989 | $249,956 | $350,033 | $3,894,185 | $104,301 | $3,789,884 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $292,268
- of which government grants
- $78,461
- Program service revenue
- $35,895
- Investment income
- $490,259
- Net income from fundraising events
- -$2,899
- Other revenue
- -$2,899
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $66,600
- Other salaries and wages
- $44,251
- Salaries, compensation and benefits (total)
- $119,847
- Professional fundraising fees
- $0
- Accounting fees
- $6,000
- Occupancy
- $21,636
- Depreciation
- $2,104
- Program services (functional)
- $230,866
- Management and general (functional)
- $39,653
- Fundraising (functional)
- $33,765
Balance sheet and other
- Total assets, start of year
- $5,987,035
- Total assets, end of year
- $9,804,014
- Total liabilities, end of year
- $3,331,070
- Net assets, end of year
- $6,472,944
- Land, buildings and equipment
- $5,381,237
- Net assets without donor restrictions
- $3,049,476
- Net assets with donor restrictions
- $3,423,468
- Gross receipts
- $822,370
- Employees
- 6
- Volunteers
- 35
- Year formed
- 1988
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ellen Albertoni | Executive Director Officer | 40 | $66,600 |
| Jan Clevenger | President Trustee or director, Officer | 4 | $0 |
| Julie Hayden | Vice-President Trustee or director, Officer | 4 | $0 |
| Valerie Kissell | Secretary Trustee or director, Officer | 4 | $0 |
| Thom Garrett | Co-Treasurer Trustee or director, Officer | 4 | $0 |
| Janet Olivera | Co-Treasurer Trustee or director, Officer | 4 | $0 |
| Barbara Breza | Director Trustee or director | 2 | $0 |
| Paula Greenwald | Director Trustee or director | 2 | $0 |
| Geri Mittermiller | Director Trustee or director | 2 | $0 |
| Alice Olla | Director Trustee or director | 2 | $0 |
| Diane Olmsted | Director Trustee or director | 2 | $0 |
| Chris Parker | Director Trustee or director | 2 | $0 |
| Jim Richardson | Director Trustee or director | 2 | $0 |
| Susie Snow | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jan Clevenger | President Trustee or director, Officer | 4 | $0 |
| Julie Hayden | Vice-President Trustee or director, Officer | 4 | $0 |
| Valerie Kissell | Secretary Trustee or director, Officer | 4 | $0 |
| Thom Garrett | Co-Treasurer Trustee or director, Officer | 4 | $0 |
| Janet Olivera | Co-Treasurer Trustee or director, Officer | 4 | $0 |
| Barbara Breza | Director Trustee or director | 2 | $0 |
| Paula Greenwald | Director Trustee or director | 2 | $0 |
| Geri Mittermiller | Director Trustee or director | 2 | $0 |
| Alice Olla | Director Trustee or director | 2 | $0 |
| Diane Olmsted | Director Trustee or director | 2 | $0 |
| Chris Parker | Director Trustee or director | 2 | $0 |
| Jim Richardson | Director Trustee or director | 2 | $0 |
| Susie Snow | Director Trustee or director | 2 | $0 |
| Ellen Albertoni | Executive Director Officer | 40 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ellen Albertoni | Executive Director Officer | 40 | $61,282 |
| Jim Richardson | President Trustee or director, Officer | 4 | $0 |
| Alice Olla | Vice President Trustee or director, Officer | 4 | $0 |
| Bonnie Jacobsen | Secretary Trustee or director, Officer | 4 | $0 |
| Thom Garrett | Co-Treasurer Trustee or director, Officer | 4 | $0 |
| Janet Olivera | Co-Treasurer Trustee or director, Officer | 4 | $0 |
| Barbara Breza | Director Trustee or director | 2 | $0 |
| Jan Clevenger | Director Trustee or director | 2 | $0 |
| Paula Greenwald | Director Trustee or director | 2 | $0 |
| Diane Olmsted | Director Trustee or director | 2 | $0 |
| Jerry Post | Director Trustee or director | 2 | $0 |
| Joe Sanguinet | Director Trustee or director | 2 | $0 |
| Susie Snow | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1745 MISSION DR, SOLVANG, CA 93463-3603
- In care of
- % THOM GARRELL
- Principal officer (990 for 2024)
- Jan Clevenger, 1745 Mission Drive, Solvang, CA 93463
- Signed the 990
- Thom Garrett, Co-Treasurer
- Phone
- (805) 688-3793
- Return prepared by
- MELISSA PETERSEN AND COMPANY
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0236226 or by the name SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To provide meals, social activities, and assistance to seniors as well as providing a gathering place for seniors and community members to take part in intergenerational and community activities.
Program accomplishments
- Provided hot meals, assistance and education, and entertainment and social activities for seniors in the Santa Ynez Valley.Expenses $230,866
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0236226
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $9,804,014
- Income (IRS master file)
- $822,370
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $815,523 | $304,284 | $9,804,014 | IRS |
| 990 | June 2024 | $2,561,456 | $344,906 | $5,987,035 | IRS |
| 990 | June 2023 | $599,989 | $249,956 | $3,894,185 | XML |
| 990 | June 2022 | $2,923,718 | $250,467 | $3,675,685 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0236226).
Questions about SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL
- What is the EIN of SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL?
- The employer identification number (EIN) of SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL is 77-0236226.
- Is SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL?
- The 990 for the year ended June 30, 2025 names Jan Clevenger.
- Who are the officers and directors of SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL?
- The 990 for the year ended June 30, 2025 lists 14 people; 1 received compensation from the organization, the highest $66,600 (Ellen Albertoni, Executive Director).
- How much revenue does SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $815,523, expenses of $304,284 and total assets of $9,804,014 at year end.
Other nonprofits in SOLVANG
- SANTA YNEZ VALLEY FOUNDATION EIN 33-0450151 · last filed 990 for 2025
- SANTA YNEZ VALLEY YOUTH SPORTS FOUNDATION EIN 77-0300325 · last filed 990-N for 2024
- SOLVANG PARENT TEACHER ORGANIZATION EIN 77-0264870 · last filed 990-N for 2022
- SOLVANG LUTHERAN HOME INC EIN 95-1765173 · last filed 990 for 2024
- KEI LIN FOUNDATION EIN 90-6231023 · last filed 990-PF for 2025
- SOLVANG FRIENDSHIP HOUSE EIN 95-3264110 · last filed 990 for 2025
- SANTA YNEZ VALLEY PEOPLE HELPING PEOPLE EIN 77-0338060 · last filed 990 for 2025
- VIKING CHARITIES INC EIN 95-3542227 · last filed 990 for 2024