Nonprofit · EIN 94-1156461
ALDERSLY INC
Tax-exempt · SAN RAFAEL, CA 94901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $10,703,996 | $11,098,333 | -$394,337 | $119,746,096 | $88,599,179 | $31,146,917 |
| September 30, 2024 | 990 | $11,116,314 | $12,363,229 | -$1,246,915 | $113,293,437 | $79,283,783 | $34,009,654 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $119,662
- Program service revenue
- $6,773,091
- Investment income
- $3,808,174
- Net rental income
- $336
- Net gain from sales of assets
- $3,493,294
- Net income from fundraising events
- -$5,260
- Other revenue
- $3,069
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $243,236
- Other salaries and wages
- $3,611,426
- Salaries, compensation and benefits (total)
- $4,552,828
- Professional fundraising fees
- $0
- Legal fees
- $200,668
- Accounting fees
- $202,876
- Occupancy
- $494,906
- Depreciation
- $1,077,565
- Program services (functional)
- $9,221,635
- Management and general (functional)
- $1,852,374
- Fundraising (functional)
- $24,324
Balance sheet and other
- Total assets, start of year
- $113,293,437
- Total assets, end of year
- $119,746,096
- Total liabilities, end of year
- $88,599,179
- Net assets, end of year
- $31,146,917
- Land, buildings and equipment
- $73,538,382
- Publicly traded securities
- $13,871,345
- Net assets without donor restrictions
- $31,146,917
- Gross receipts
- $42,473,550
- Employees
- 88
- Volunteers
- 30
- Year formed
- 1921
- 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 | Other / benefits |
|---|---|---|---|---|
| SHANNON BROWN | EXECUTIVE DIRECTOR Officer | 40 | $232,469 | $38,920 |
| MELANIE FENN | HEALTH & WELLNESS DIRECTOR Highest-paid employee | 40 | $142,923 | $23,660 |
| JOSHUA SEIBERT | DINING SERVICES DIRECTOR Highest-paid employee | 40 | $111,904 | $5,580 |
| SOURABH SINGH | RESIDENT CARE MANAGER Highest-paid employee | 40 | $102,622 | $4,737 |
| PETER SCHAKOW | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PAUL CASTRO | SENIOR VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PER CAROE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN PETERSEN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RUTH ANN VOSMEK | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARK DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL B HANSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BIRGIT JACOBSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEPPE LARSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NIELSEN KVAAVIK | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHANNON BROWN | EXECUTIVE DIRECTOR Officer | 40 | $227,208 | $34,897 |
| MELANIE FENN | HEALTH & WELLNESS DIRECTOR Highest-paid employee | 40 | $135,586 | $11,284 |
| FRANK FERRONI | DIRECTOR OF PLANT OPERATIONS Highest-paid employee | 40 | $110,468 | $11,790 |
| SOURABH SINGH | RESIDENT CARE MANAGER Highest-paid employee | 40 | $114,022 | $4,541 |
| JOSHUA SEIBERT | DIRECTOR OF FOOD SERVICES Highest-paid employee | 40 | $110,841 | $4,258 |
| PETER SCHAKOW | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| PAUL CASTRO | SENIOR VP Trustee or director, Officer | 10 | $0 | $0 |
| PER CAROE | VP Trustee or director, Officer | 8 | $0 | $0 |
| SUSAN PETERSEN | TREASURER Trustee or director, Officer | 8 | $0 | $0 |
| RUTH ANN VOSMEK | SECRETARY Trustee or director, Officer | 8 | $0 | $0 |
| MARK DAVIS | DIRECTOR Trustee or director | 8 | $0 | $0 |
| MICHAEL B HANSEN | DIRECTOR Trustee or director | 8 | $0 | $0 |
| BIRGIT JACOBSON | DIRECTOR Trustee or director | 8 | $0 | $0 |
| NIELSEN KVAAVIK | DIRECTOR Trustee or director | 8 | $0 | $0 |
| JEPPE LARSEN | DIRECTOR Trustee or director | 8 | $0 | $0 |
| ED LEWIS | DIRECTOR Trustee or director | 8 | $0 | $0 |
| ROBERT WILHELM | DIRECTOR (THROUGH JULY 24) Trustee or director | 8 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 326 MISSION AVE, SAN RAFAEL, CA 94901-3425
- Principal officer (990 for 2024)
- SHANNON BROWN, 326 MISSION AVENUE, SAN RAFAEL, CA 949013484
- Signed the 990
- MICHAEL SHARKEY, EXECUTIVE DIRECTOR
- Phone
- (415) 453-7425
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
PROVISION OF HOUSING AND NURSING SERVICES TO SENIOR CITIZENS.
Program accomplishments
- INDEPENDENT LIVING FEES: IL INCLUDES LIVING UNIT ACCOMMODATION, 3 MEALS PER DAY, UTILITIES, WINDOW AND FLOOR COVERINGS, TOWELS & BED LINENS, WEEKLY LAUNDRY SERVICE FOR TOWELS & BED LINENS, HOUSEKEEPING SERVICES EVERY TWO WEEKS, SOCIAL/RECREATIONAL ACTIVITIES, MAINTENANCE OF BUILDINGS AND GROUNDS.Expenses $4,319,367 · revenue $2,544,024
- ASSISTED LIVING FEES: AL INCLUDES ALL ITEMS PROVIDED IN IL PLUS THE FOLLOWING: ASSISTANCE WITH DRESSING, GROOMING, BATHING & OTHER PERSONAL HYGIENE; ASSISTANCE WITH MEDICATION; ARRANGEMENT OF MEDICAL/DENTAL APPOINTMENTS; SUPERVISION OF RESIDENTS' SCHEDULES/ACTIVITIES; MONITORING OF FOOD INTAKE/SPECIAL DIETS; CARRYING OUT PHYSICIAN'S ORDERS.EXTENDED CARE FEES: EXTENDED CARE INCLUDES ALL ITEMS PROVIDED IN IL & AL AND IS A NATURAL EXTENSION OF THE COZY, COMFORTABLE, CONNECTED ATMOSPHERE RESIDENTS ENJOY THROUGHOUT ALL OF ALDERSLY. WHETHER A RESIDENT NEEDS TRANSITIONAL CARE AFTER A HOSPITAL OR SKILLED NURSING STAY, OR 24-HOUR MONITORED CARE FOR MANAGEABLE CHRONIC CONDITIONS, WE HAVE ALL THE NURSING CARE AND SUPPORT NECESSARY TO PROVIDE GREAT CARE ALONG WITH A HIGH LEVEL OF INDEPENDENCE.Expenses $2,926,158 · revenue $2,413,359
- MEMORY CARE LIVING FEES: MC INCLUDES ALL ITEMS PROVIDED IN IL & AL PLUS THE FOLLOWING: TECHNOLOGICALLY ADVANCED MEMORY CARE RESIDENCES WITH AN ARRAY OF STATE-OF THE ART FEATURES CREATED TO ENHANCE THE LIFE EXPERIENCE AND WELLNESS OF THOSE WITH ALZHEIMER'S DISEASE OR OTHER RELATED DEMENTIAS. OUR COMPASSIONATE, HIGHLY TRAINED TEAM EMPLOYS REMINISCENCE TOOLS TO HELP RESIDENTS' FAMILY MEMBERS AND LOVED ONES CAPTURE THE DETAILS OF RESIDENTS' LIVES, THEIR CAREERS, HOBBIES, LIKES AND DISLIKES. WE THEN APPLY THE INSIGHTS GAINED FROM EACH LIFE STORY TO CREATE AN INDIVIDUALIZED CARE PLAN THAT PROMOTES PHYSICAL AND EMOTIONAL WELL-BEING, PROLONGS DAILY FUNCTIONING, AND MAINTAINS A SENSE OF PURPOSE, SATISFACTION, AND QUALITY OF LIFE.Expenses $1,976,110 · revenue $1,816,044
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 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 94-1156461
- 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
- 1988
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $119,746,096
- Income (IRS master file)
- $42,473,550
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | – | – | – | IRS |
| 990 | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $12,731,299 | $10,974,557 | $106,254,004 | IRS |
| 990 | September 2022 | $17,581,570 | $9,732,466 | $43,324,427 | IRS |
| 990 | September 2021 | $11,862,143 | $10,191,944 | $40,109,136 | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 ALDERSLY INC
- What is the EIN of ALDERSLY INC?
- The employer identification number (EIN) of ALDERSLY INC is 94-1156461.
- Is ALDERSLY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to ALDERSLY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALDERSLY 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 ALDERSLY INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALDERSLY 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 ALDERSLY INC?
- The 990 for the year ended September 30, 2025 names SHANNON BROWN.
- Who are the officers and directors of ALDERSLY INC?
- The 990 for the year ended September 30, 2025 lists 14 people; 4 received compensation from the organization, the highest $232,469 (SHANNON BROWN, EXECUTIVE DIRECTOR).
- How much revenue does ALDERSLY INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $10,703,996, expenses of $11,098,333 and total assets of $119,746,096 at year end.
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