Nonprofit · EIN 93-1318366
COOS ELDERLY SERVICES INC
Tax-exempt · COOS BAY, OR 97420
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $419,045 | $569,333 | -$150,288 | $591,529 | $104,066 | $487,463 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $362,254
- of which government grants
- $355,654
- Program service revenue
- $46,299
- Investment income
- $10,492
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $70,727
- Other salaries and wages
- $227,716
- Salaries, compensation and benefits (total)
- $343,246
- Professional fundraising fees
- $0
- Accounting fees
- $5,477
- Occupancy
- $23,535
- Travel
- $4,508
- Depreciation
- $21,963
- Program services (functional)
- $166,430
- Management and general (functional)
- $402,903
Balance sheet and other
- Total assets, start of year
- $681,082
- Total assets, end of year
- $591,529
- Total liabilities, end of year
- $104,066
- Net assets, end of year
- $487,463
- Land, buildings and equipment
- $396,216
- Publicly traded securities
- $46,543
- Net assets without donor restrictions
- $487,463
- Gross receipts
- $419,045
- Employees
- 13
- Volunteers
- 9
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erlette Upshaw | Executive Director | 30 | $70,727 |
| Claudine Beauchamp | Board Member Trustee or director | 1 | $0 |
| Jessica Rinderle | Board Member Trustee or director | 1 | $0 |
| David Gerhart | Board Member Trustee or director | 1 | $0 |
| Rosemary Bean | Board Member Trustee or director | 1 | $0 |
| Dominic Jurado | Board Member Trustee or director | 1 | $0 |
| Jen Shafer | President Officer | 1 | $0 |
| Dan M Hinrichs | Secretary Officer | 1 | $0 |
| Aaron Vollmer | Office Admnistrator | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 390 S 2ND ST, COOS BAY, OR 97420-1606
- In care of
- % KIMBERLY D WARREN
- Principal officer (990 for 2025)
- Erlette Upshaw
- Signed the 990
- Erlette Upshaw, Executive Director
- Phone
- (541) 756-1202
- Return prepared by
- HMW CPAS & ASSOCIATES LLC
Mission
Promotes the dignity and security of vulnerable people who need assistance in managing their financial affairs.
Program accomplishments
- Services to help the elderly manage their financial affairsExpenses $166,430 · revenue $46,299
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 93-1318366
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P50)
- Assets (IRS master file)
- $591,529
- Income (IRS master file)
- $419,045
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | – | – | – | IRS |
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $277,188 | $301,281 | $601,477 | IRS |
| 990 | December 2022 | $282,485 | $335,768 | $621,395 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about COOS ELDERLY SERVICES INC
- What is the EIN of COOS ELDERLY SERVICES INC?
- The employer identification number (EIN) of COOS ELDERLY SERVICES INC is 93-1318366.
- Is COOS ELDERLY SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to COOS ELDERLY SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COOS ELDERLY SERVICES 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 COOS ELDERLY SERVICES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COOS ELDERLY SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of COOS ELDERLY SERVICES INC?
- The 990 for the year ended December 31, 2025 names Erlette Upshaw.
- Who are the officers and directors of COOS ELDERLY SERVICES INC?
- The 990 for the year ended December 31, 2025 lists 9 people; 1 received compensation from the organization, the highest $70,727 (Erlette Upshaw, Executive Director).
- How much revenue does COOS ELDERLY SERVICES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $419,045, expenses of $569,333 and total assets of $591,529 at year end.
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