Nonprofit · EIN 94-3008774
BAY AREA SENIOR SERVICES INC
Tax-exempt · SAN MATEO, CA 94401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $22,339,254 | $21,523,606 | $815,648 | $59,192,754 | $47,342,781 | $11,849,973 |
| September 30, 2024 | 990 | $20,363,909 | $21,182,424 | -$818,515 | $56,154,015 | $45,179,959 | $10,974,056 |
| September 30, 2023 | 990 | $20,469,841 | $20,906,047 | -$436,206 | $57,155,999 | $44,808,891 | $12,347,108 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $2,731,905
- Program service revenue
- $19,910,540
- Investment income
- $18,273
- Net gain from sales of assets
- -$41,050
- Other revenue
- -$321,464
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $478,026
- Other salaries and wages
- $6,337,304
- Salaries, compensation and benefits (total)
- $8,921,070
- Professional fundraising fees
- $0
- Accounting fees
- $18,900
- Occupancy
- $1,497,789
- Travel
- $84,945
- Depreciation
- $1,780,329
- Program services (functional)
- $14,865,376
- Management and general (functional)
- $6,658,230
Balance sheet and other
- Total assets, start of year
- $56,154,015
- Total assets, end of year
- $59,192,754
- Total liabilities, end of year
- $47,342,781
- Net assets, end of year
- $11,849,973
- Land, buildings and equipment
- $52,332,385
- Publicly traded securities
- $897,589
- Net assets without donor restrictions
- $11,718,959
- Net assets with donor restrictions
- $131,014
- Gross receipts
- $22,399,900
- Employees
- 154
- Volunteers
- 110
- Year formed
- 1986
- 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 |
|---|---|---|---|---|
| MARTIN HERTER | EXECUTIVE DIRECTOR Key employee | 40 | $288,724 | $51,669 |
| LESLIE BOWERS | DIRECTOR OF HUMAN SERVICES Highest-paid employee | 40 | $207,425 | $22,883 |
| SCOTT WITHROW | DIRECTOR OF MEMBER SERVICES Highest-paid employee | 40 | $188,224 | $26,594 |
| BRIAN KWONG | DIRECTOR OF BUSINESS SERVICES Highest-paid employee | 40 | $165,373 | $30,351 |
| GAIL HUNTER | DIRECTOR OF FACILITY SERVICES Highest-paid employee | 40 | $147,779 | $22,921 |
| LEONA MARTIN | ASSISTED LIVING ADMINISTRATOR Highest-paid employee | 40 | $141,810 | $22,163 |
| PAM CLAASSEN | CHAIR/PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT KERR | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SHEILA GARNER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BILL LIEBERMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID ZIGAL | DIRECTOR (THROUGH DECEMBER 2024) Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARY SCHOEGGL | VICE PRESIDENT/CFO Trustee or director, Officer | 1 | $0 | $761,865 | $61,762 |
| MARTIN HERTER | EXECUTIVE DIRECTOR Key employee | 40 | $261,749 | $0 | $22,893 |
| SCOTT WITHROW | DIRECTOR OF MEMBER SERVICES Highest-paid employee | 40 | $198,857 | $0 | $30,183 |
| LESLIE BOWERS | DIRECTOR OF HUMAN SERVICES Highest-paid employee | 40 | $167,448 | $0 | $32,879 |
| BRIAN KWONG | DIRECTOR OF BUSINESS SERVICES Highest-paid employee | 40 | $153,404 | $0 | $38,423 |
| GAIL HUNTER | DIRECTOR OF FACILLITY SERVICES Highest-paid employee | 40 | $143,261 | $0 | $25,394 |
| MARLENE VASQUES SENIOR | DIRECTOR OF DINING SERVICES Highest-paid employee | 40 | $145,056 | $0 | $11,480 |
| PAM CLAASSEN | CHAIR/PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT KERR | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LARRY KNAPP | SECRETARY (THROUGH JULY 2024) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHEILA GARNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BILL LIEBERMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARY SCHOEGGL | VICE PRESIDENT/CFO Trustee or director, Officer | 1 | $0 | $528,324 | $27,036 |
| SCOTT WITHROW | DIRECTOR OF MEMBER SERVICES Highest-paid employee | 40 | $161,223 | $0 | $21,585 |
| MARIANNE NANNESTAD EXECUTIVE | DIRECTOR (THROUGH JULY 2022) Key employee | 40 | $174,968 | $0 | $6,514 |
| LESLIE BOWERS | DIRECTOR OF HUMAN SERVICES Highest-paid employee | 40 | $162,362 | $0 | $4,960 |
| GAIL HUNTER | DIRECTOR OF ENVIRONMENTAL SERVICES Highest-paid employee | 40 | $129,637 | $0 | $32,408 |
| LILY YANG | CHARGE NURSE Highest-paid employee | 40 | $132,600 | $0 | $23,400 |
| BRIAN KWONG | DIRECTOR OF BUSINESS SERVICES Highest-paid employee | 40 | $134,776 | $0 | $5,525 |
| DOUG SCHMOR | CHAIR/PRESIDENT (THROUGH DEC 2022) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAM CLAASSEN | CHAIR/PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JUDITH HIRSCH | SECRETARY/RESIDENT DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT KERR | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHEILA GARNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LARRY KNAPP | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- ONE BALDWIN AVENUE, SAN MATEO, CA 94401-3864
- Principal officer (990 for 2024)
- PAM CLAASSEN, 1 WEST MAIN SUITE 303, MEDFORD, OR 97501
- Signed the 990
- MARTIN HERTER, EXECUTIVE DIRECTOR
- Phone
- (888) 724-6424
- Website
- WWW.RETIREMENT.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3008774 or by the name BAY AREA SENIOR SERVICES 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
TO PROVIDE CARE AND HOUSING FOR THE ELDERLY.
Program accomplishments
- BAY AREA SENIOR SERVICES, INC. IS THE LESSEE AND OPERATOR OF THE PENINSULA REGENT, A RETIREMENT COMMUNITY PROVIDING HOUSING AND OTHER RELATED SERVICES IN SAN MATEO, CALIFORNIA.Expenses $14,865,376 · revenue $19,910,540
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
- 94-3008774
- 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
- 1993
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $59,192,754
- Income (IRS master file)
- $22,399,900
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $22,339,254 | $21,523,606 | $59,192,754 | XML |
| 990 | September 2024 | $20,363,909 | $21,182,424 | $56,154,015 | XML |
| 990 | September 2023 | $20,469,841 | $20,906,047 | $57,155,999 | XML |
| 990 | September 2022 | $19,087,813 | $17,630,933 | $57,215,807 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 94-3008774).
Questions about BAY AREA SENIOR SERVICES INC
- What is the EIN of BAY AREA SENIOR SERVICES INC?
- The employer identification number (EIN) of BAY AREA SENIOR SERVICES INC is 94-3008774.
- Is BAY AREA SENIOR SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to BAY AREA SENIOR SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BAY AREA SENIOR 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 BAY AREA SENIOR SERVICES 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 BAY AREA SENIOR SERVICES 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 SENIOR SERVICES INC?
- The 990 for the year ended September 30, 2025 names PAM CLAASSEN.
- Who are the officers and directors of BAY AREA SENIOR SERVICES INC?
- The 990 for the year ended September 30, 2025 lists 11 people; 6 received compensation from the organization, the highest $288,724 (MARTIN HERTER, EXECUTIVE DIRECTOR).
- How much revenue does BAY AREA SENIOR SERVICES INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $22,339,254, expenses of $21,523,606 and total assets of $59,192,754 at year end.
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