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Nonprofit · EIN 94-2961001

COALITION OF AGENCIES SERVING THE ELDERLY

Tax-exempt · SAN FRANCISCO, CA 94127

Financials

$105K$40K2025
Revenue Expenses · by fiscal year end
Financials of COALITION OF AGENCIES SERVING THE ELDERLY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$105,447$40,494$64,953$185,980–$185,980
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$100,000
Membership dues
$2,150
Investment income
$3,297

Expenses

Compensation of officers, directors and key employees
$0
Printing, publications and postage
$248
Other expenses
$40,246
Program services (functional)
$4,446

Balance sheet and other

Total assets, start of year
$121,027
Total assets, end of year
$185,980
Total liabilities, end of year
–
Net assets, end of year
$185,980
Cash, savings and investments
$185,980
Gross receipts
$105,447

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-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Fiona HinzeCo-Chair15$0
Judith DancerCo-Chair5$0
Ligia MontanoCo-Chair5$0
Christina IrvingSecretary2$0
Koletti Leha LeremiaTreasurer1$0
Daniel GallagherInt. Treasurer3$0
Patty ClementBoard Member3$0
Stepen MinorProg Comm Chair3$0
Andrea LazorikCo-Chair2$0
Joana MateroBoard Member1$0
Sylvia ShermanBoard Member1$0
Kaleda WallingBoard Member1$0

Address and contacts

Address (IRS master file)
PO BOX 27183, SAN FRANCISCO, CA 94127-0183
In care of
% BILL FRICKER
Mailing address (990-N for 2024)
PO Box 27183, San Francisco CA 94127
Principal officer (990-N for 2024)
Koletti Leha, PO Box 27183, San Francisco CA 94127
Signed the 990-EZ
Andrea Lazorik, Co-Chair
Phone
(415) 543-6222
Return prepared by
HARMON BURSTYN CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 94-2961001 or by the name COALITION OF AGENCIES SERVING THE ELDERLY.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

The Coalition of Agencies Serving the Elderly (CASE) engages the provider community in advocacy efforts to inform and influence public policy to sustain and enhance services for seniors and adults with disabilities. CASE is a public voice for seniors, adults with disabilities, and service providers, and provides leadership, information and expertise on public policy and issues affecting older adults and adults with disabilities in San Francisco.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • Online meetings with guest speakers. Topics included legal services, managing deliverables, healthcare, and strengthening continuity and collaboration.
    Expenses $4,446

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-N on file
2023December 31, 2023May 15, 2024990-N on file

IRS record

EIN
94-2961001
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
1985
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$185,980
Income (IRS master file)
$105,447

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$105,447$40,494$185,980XML
990-N for 2024
Officer: Koletti Leha
December 31, 2024≤ $50,000 receipts––e-Postcard
990-N for 2023
Officer: Patty Clement
December 31, 2023≤ $50,000 receipts––e-Postcard
990-N for 2022
Officer: Patty Clement
December 31, 2022≤ $50,000 receipts––e-Postcard
990-N for 2020
Officer: Patty Clement
December 31, 2020≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: Patty Clement-Chiak
December 31, 2019≤ $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 94-2961001).

Questions about COALITION OF AGENCIES SERVING THE ELDERLY

What is the EIN of COALITION OF AGENCIES SERVING THE ELDERLY?
The employer identification number (EIN) of COALITION OF AGENCIES SERVING THE ELDERLY is 94-2961001.
Is COALITION OF AGENCIES SERVING THE ELDERLY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to COALITION OF AGENCIES SERVING THE ELDERLY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does COALITION OF AGENCIES SERVING THE ELDERLY 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 COALITION OF AGENCIES SERVING THE ELDERLY 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 COALITION OF AGENCIES SERVING THE ELDERLY last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who is the principal officer of COALITION OF AGENCIES SERVING THE ELDERLY?
The 990-N for 2024 names Koletti Leha.
Who are the officers and directors of COALITION OF AGENCIES SERVING THE ELDERLY?
The 990-EZ for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does COALITION OF AGENCIES SERVING THE ELDERLY have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $105,447, expenses of $40,494 and total assets of $185,980 at year end.

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