Nonprofit · EIN 80-0286918
BAY AREA OLDER ADULTS INC
Tax-exempt · SAN JOSE, CA 95158
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $223,715 | $121,031 | $102,684 | $895,228 | $345,318 | $549,910 |
| September 30, 2024 | 990 | $254,794 | $165,691 | $89,103 | $757,729 | $354,319 | $403,410 |
| September 30, 2023 | 990 | $203,590 | $181,715 | $21,875 | $572,561 | $358,539 | $214,022 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $126,924
- of which government grants
- $80,007
- Program service revenue
- $76,414
- Investment income
- $20,377
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $4,321
- Salaries, compensation and benefits (total)
- $20,435
- Professional fundraising fees
- $0
- Legal fees
- $1,476
- Occupancy
- $24,269
- Travel
- $12,973
- Depreciation
- $11,390
- Program services (functional)
- $117,095
- Management and general (functional)
- $1,614
- Fundraising (functional)
- $2,322
Balance sheet and other
- Total assets, start of year
- $757,729
- Total assets, end of year
- $895,228
- Total liabilities, end of year
- $345,318
- Net assets, end of year
- $549,910
- Land, buildings and equipment
- $34,170
- Publicly traded securities
- $766,819
- Net assets without donor restrictions
- $549,910
- Gross receipts
- $223,715
- Employees
- 1
- Volunteers
- 100
- Year formed
- 2009
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dr Anne Ferguson | Executive Director and Member of the Board Trustee or director, Officer | 40 | $0 |
| Mallory von Kugelgen | Member of the Board Officer | 0 | $0 |
| Huong Thu Trinh | CFO. Treasurer Officer | 0 | $0 |
| Dr Kevin Sato | Secretary Officer | 0 | $0 |
| Jan Sirkin | Member of the Board Officer | 6 | $0 |
990 for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dr Anne Ferguson | Executive Director and Member of the Board Trustee or director, Officer | 50 | $0 |
| Mallory von Kugelgen | Member of the Board Officer | 0 | $0 |
| Huong Thu Trinh | CFO. Treasurer Officer | 0 | $0 |
| Dr Kevin Sato | Secretary Officer | 0 | $0 |
| Jan Sirkin | Member of the Board Officer | 6 | $0 |
990 for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Dr Nusrat Khaleeli | Chief Operating Officer Officer, Key employee, Highest-paid employee | 50 | $60,000 | $48,567 |
| Dr Anne Ferguson | Executive Director and Member of the Board Trustee or director, Officer | 50 | $0 | $0 |
| Huong Thu Trinh | CFO. Treasurer Officer | 0 | $0 | $0 |
| Dr Kevin Sato | Secretary Officer | 0 | $0 | $0 |
| John Przypek | Member of the Board Officer | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 18773, SAN JOSE, CA 95158-8773
- In care of
- % ANNE T FERGUSON
- Mailing address (990-N for 2014)
- 1111 W El Camino Real Suite 109-225, Sunnyvale CA 94087
- Principal officer (990 for 2024)
- Bay Area Older Adults Inc, PO Box 18773, San Jose, CA 95158
- Principal officer (990-N for 2014)
- Dr Anne Ferguson, 565 Manzanita Ave, Sunnyvale CA 94085
- Signed the 990
- Anne Ferguson, Executive Director
- Phone
- (408) 774-0593
- Website
- www.bayareaolderadults.org
California records
California keeps its own records of charities and corporations. Search them by EIN 80-0286918 or by the name BAY AREA OLDER ADULTS INC.
- 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
Empower adults of all abilities to take charge of their health, embrace diversity, and become change agents for environmental sustainability.
Program accomplishments
- Healthy Living Program: multisensory educational outdoor nature walking, cultural diversity, health promotion, evidence-based socialization,environmental volunteering programs and resources for adults of all abilities. The goals of the programs are to prevent future illnesses, stabilize existing chronic conditions and create a healthy environment for our community. Key accomplishments for this fiscal year were (1) A research study performed in collaboration with scientists at San Jose State and Touro Universities found BAO's program increased both social networks and physical health which reduces chronic diseases such as depression, dementia and heart disease. This is a link to the peer-reviewed manuscript: https://www.bayareaolderadults.org/content/7.2025_Community_based_socialization_for_older_adults.pdf Our novel multisensory outdoor educational walking program in partnership with Open Space Authority was highlighted on NBC Bay Area (view here https://www.youtube.com/watch?v=RUmx07fDwT8) and in a front page San Jose Mercury News article https://www.bayareaolderadults.org/content/6.20.2025SanJoseMercuryNewsBAOMultisensoryProgram.pdf For more than a decade, BAO provided free socialization programs for more than 35,000 older adults and people with disabilities, dementia and their caregivers.Expenses $117,095 · revenue $76,414
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 80-0286918
- 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
- 2009
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P50)
- Assets (IRS master file)
- $895,228
- Income (IRS master file)
- $223,715
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $223,715 | $121,031 | $895,228 | XML |
| 990 | September 2024 | $254,794 | $165,691 | $757,729 | XML |
| 990 | September 2023 | $203,590 | $181,715 | $572,561 | XML |
| 990 | September 2022 | $251,080 | $125,121 | $533,826 | IRS |
| 990-EZ | September 2021 | – | – | – | IRS |
| 990-N for 2014 Officer: Dr Anne Ferguson | September 30, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
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 80-0286918).
Questions about BAY AREA OLDER ADULTS INC
- What is the EIN of BAY AREA OLDER ADULTS INC?
- The employer identification number (EIN) of BAY AREA OLDER ADULTS INC is 80-0286918.
- Is BAY AREA OLDER ADULTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to BAY AREA OLDER ADULTS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BAY AREA OLDER ADULTS INC 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 BAY AREA OLDER ADULTS INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BAY AREA OLDER ADULTS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of BAY AREA OLDER ADULTS INC?
- The 990 for the year ended September 30, 2025 names Bay Area Older Adults Inc.
- Who are the officers and directors of BAY AREA OLDER ADULTS INC?
- The 990 for the year ended September 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does BAY AREA OLDER ADULTS INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $223,715, expenses of $121,031 and total assets of $895,228 at year end.
Other nonprofits in SAN JOSE
- SAN ANDREAS REGIONAL CENTER EIN 94-2591195 · last filed 990 for 2025
- YOUNG MENS CHRISTIAN ASSOCIATION OF SILICON VALLEY EIN 94-1156318 · last filed 990 for 2025
- CATHOLIC CHARITIES OF SANTA CLARA COUNTY EIN 94-2762269 · last filed 990 for 2025
- SACRED HEART COMMUNITY SERVICE EIN 23-7179787 · last filed 990 for 2025
- YWCA GOLDEN GATE SILICON VALLEY EIN 94-1186196 · last filed 990 for 2025
- AMIGOS DE GUADALUPE CENTER FOR JUSTICE AND EMPOWERMENT EIN 77-0555838 · last filed 990 for 2025
- THE UNITY CARE GROUP EIN 77-0323115 · last filed 990 for 2025
- ALUM ROCK COUNSELING CENTER INC EIN 23-7367637 · last filed 990 for 2025