Nonprofit · EIN 94-2684774
SENIOR ADVOCACY SERVICES
Tax-exempt · PETALUMA, CA 94952
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,496,769 | $1,092,044 | $404,725 | $1,522,792 | $491,392 | $1,031,400 |
| June 30, 2024 | 990 | $1,087,732 | $1,085,779 | $1,953 | $1,116,452 | $489,777 | $626,675 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,495,792
- of which government grants
- $1,393,480
- Program service revenue
- $0
- Investment income
- $977
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $150,605
- Other salaries and wages
- $556,522
- Salaries, compensation and benefits (total)
- $811,004
- Professional fundraising fees
- $0
- Accounting fees
- $59,019
- Occupancy
- $14,575
- Travel
- $32,427
- Depreciation
- $17,882
- Program services (functional)
- $963,003
- Management and general (functional)
- $112,236
- Fundraising (functional)
- $16,805
Balance sheet and other
- Total assets, start of year
- $1,116,452
- Total assets, end of year
- $1,522,792
- Total liabilities, end of year
- $491,392
- Net assets, end of year
- $1,031,400
- Land, buildings and equipment
- $447,871
- Net assets without donor restrictions
- $1,031,400
- Gross receipts
- $1,496,769
- Employees
- 13
- Volunteers
- 105
- Year formed
- 1980
- 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 |
|---|---|---|---|
| Crista Barnett Nelson | Executive Director Officer | 40 | $150,605 |
| Sandra Wickland Dexter | President Trustee or director | 0.5 | $0 |
| Lauren Ratiani | Vice-President Trustee or director | 0.5 | $0 |
| Trisha McComas | Treasurer Trustee or director | 0.5 | $0 |
| Mario Rosso | Secretary Trustee or director | 0.5 | $0 |
| Kelly Grant | Board Director Trustee or director | 0.5 | $0 |
| Sgt Patricia Seffens | Board Director Trustee or director | 0.5 | $0 |
| Paige Yahya RN BCPA | Board Director Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Crista Barnett Nelson | Executive Director Officer | 40 | $138,391 |
| Sandra Wickland Dexter | President Trustee or director | 0.5 | $0 |
| Lauren Ratiani | Vice-President Trustee or director | 0.5 | $0 |
| Trisha McComas | Treasurer Trustee or director | 0.5 | $0 |
| Uyen Ly | Secretary Trustee or director | 0.5 | $0 |
| Wynnelena Canlas Canio | Board Director Trustee or director | 0.5 | $0 |
| Kelly Grant | Board Director Trustee or director | 0.5 | $0 |
| Adam Eberts | Board Director Trustee or director | 0.5 | $0 |
| Sgt Patricia Seffens | Board Director Trustee or director | 0.5 | $0 |
| Mario Rosso | Board Director Trustee or director | 0.5 | $0 |
| Paige Yahya RN BCPA | Board Director Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1129 INDUSTRIAL AVE STE 201, PETALUMA, CA 94952-6529
- Principal officer (990 for 2024)
- Crista Barnett Nelson, 1129 Industrial Avenue 201, Petaluma, CA 94952
- Signed the 990
- Crista Barnett Nelson, Executive Director
- Phone
- (707) 526-4108
- Return prepared by
- Hiep Pham CPA Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2684774 or by the name SENIOR ADVOCACY SERVICES.
- 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
SENIOR ADVOCACY SERVICES PROMOTES THE HEALTH, DIGNITY, RIGHTS AND QUALITY OF LIFE OF SENIORS AND DISABLED IN THE NORTH BAY.
Program accomplishments
- The Ombudsman program provided information and assistance to 8727 individuals; 3760 information and assistance to facility staff; supported 250 resident council and 23 family council meetings; 16 community education sessions; visited in person 19 skilled nursing facilities and 153 residential care facilities in Sonoma County a minimum of four times a year; and responded to 578 cases, many related to elder abuse. The Health Insurance Counseling advocacy program (HICAP) is a consumer-oriented program providing Medicare and related health insurance counseling and education. Senior Advocacy Services HICAP provides services to six counties, Sonoma, Lake, Napa, Mendocino, Solano and Marin. HICAP offers the following services: - Community education about Medicare, including Medicare related health insurance, long term care insurance, long term care planning. - Individual health insurance counseling about Medicare includes Parts A & B, Medicare supplemental insurance plans (Medigap) and Medicare Health Plan (Medicare Advantage and prescription drug plan) comparisons, Medicare savings programs, extra help with medication costs, Medicare and Medi-Cal benefits for dual-eligible beneficiaries, and comparisons of long-term care insurance policies. There were 168 public outreach session provided. - One on one individual counseling services to Medicare beneficiaries. There were 3163 counseling sessions provided. - Advocacy services for Medicare-related issues, including enrollment, disenrollment from Medicare advantage or Medicare prescription drug plans, claims, appeals, prescription drug exceptions, questions about hospital bills and other related insurance coverage issues.Expenses $963,003
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
- 94-2684774
- 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
- 1970
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E91L)
- Assets (IRS master file)
- $1,522,792
- Income (IRS master file)
- $1,496,769
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,496,769 | $1,092,044 | $1,522,792 | XML |
| 990 | June 2024 | $1,087,732 | $1,085,779 | $1,116,452 | XML |
| 990 | June 2023 | $1,098,718 | $1,144,613 | $1,152,990 | IRS |
| 990 | June 2022 | $1,139,127 | $1,092,229 | $1,213,689 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 94-2684774).
Questions about SENIOR ADVOCACY SERVICES
- What is the EIN of SENIOR ADVOCACY SERVICES?
- The employer identification number (EIN) of SENIOR ADVOCACY SERVICES is 94-2684774.
- Is SENIOR ADVOCACY SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to SENIOR ADVOCACY SERVICES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SENIOR ADVOCACY SERVICES 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 SENIOR ADVOCACY SERVICES 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 SENIOR ADVOCACY SERVICES 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 SENIOR ADVOCACY SERVICES?
- The 990 for the year ended June 30, 2025 names Crista Barnett Nelson.
- Who are the officers and directors of SENIOR ADVOCACY SERVICES?
- The 990 for the year ended June 30, 2025 lists 8 people; 1 received compensation from the organization, the highest $150,605 (Crista Barnett Nelson, Executive Director).
- How much revenue does SENIOR ADVOCACY SERVICES have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,496,769, expenses of $1,092,044 and total assets of $1,522,792 at year end.
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- HEALTHY PETALUMA FOUNDATION EIN 88-0631005 · last filed 990 for 2025
- DRIVER REHABILITATION INSTITUTE EIN 84-2116219 · last filed 990 for 2025
- GATHERING THYME SCHOOL OF WESTERN HERBALISM FISCALLY SPONSORED BY MA EIN 86-1297004 · last filed 990-EZ for 2024
- SONOMA COAST TRAUMA TREATMENT EIN 45-1520865 · last filed 990-N for 2025