Nonprofit · EIN 94-3083281
SENIOR MEDI-BENEFITS
Tax-exempt · BERKELEY, CA 94703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $125,341 | $130,240 | -$4,899 | $26,171 | $0 | $26,171 |
| December 31, 2024 | 990-EZ | $114,184 | $118,235 | -$4,051 | $31,070 | $0 | $31,070 |
| December 31, 2023 | 990-EZ | $138,612 | $144,695 | -$6,083 | $35,121 | $0 | $35,121 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $5,000
- Program service revenue
- $120,341
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $88,500
- Salaries, compensation and benefits (total)
- $88,500
- Occupancy
- $6,350
- Printing, publications and postage
- $528
- Other expenses
- $34,862
- Program services (functional)
- $130,240
Balance sheet and other
- Total assets, start of year
- $31,070
- Total assets, end of year
- $26,171
- Total liabilities, end of year
- $0
- Net assets, end of year
- $26,171
- Cash, savings and investments
- $26,171
- Gross receipts
- $125,341
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Matthew Olesen | Executive Director | 40 | $88,500 |
| Arleen Goodwin | Director | 10 | $0 |
990-EZ for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Matthew Olesen | Executive Director | 40 | $76,200 |
| Arleen Goodwin | Director | 10 | $0 |
990-EZ for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Matthew Olesen | Executive Director | 40 | $72,000 |
| Arleen Goodwin | Director | 24 | $22,200 |
Address and contacts
- Address (IRS master file)
- 3195 ADELINE ST, BERKELEY, CA 94703-2401
- Signed the 990-EZ
- Matthew Olesen, Executive Director
- Phone
- (510) 420-0550
- Website
- www.seniormedi-benefits.org
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3083281 or by the name SENIOR MEDI-BENEFITS.
- 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
Benefits programs for neglected Elderly and Special Needs Individuals facing dire needs situations
Program accomplishments
- Community Outreach: benefits knowledge, free and ongoing consultations for disadvantaged individuals, focussing on near poverty elders and seniors,and under 65 special needs disabled and their families, 280 individuals annuallyExpenses $36,240
- Case management: specialized and focused work with individuals, organizing, planning and executing their benefits solutions and other important supplemental needs situations; 36 individuals/ families helped.Expenses $42,000
- Special needs pooled trust, (d)4 (c) Grantor's type trust for special needs individuals under 65 and in unique dire needs life situations, focusing on SSI supplemental needs guidelines and benefits retention along with life improvement; 35 individuals helped, ongoing servicesExpenses $52,000
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-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 94-3083281
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $26,171
- Income (IRS master file)
- $125,341
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $125,341 | $130,240 | $26,171 | XML |
| 990-EZ | December 2024 | $114,184 | $118,235 | $31,070 | XML |
| 990-EZ | December 2023 | $138,612 | $144,695 | $35,121 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | 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 94-3083281).
Questions about SENIOR MEDI-BENEFITS
- What is the EIN of SENIOR MEDI-BENEFITS?
- The employer identification number (EIN) of SENIOR MEDI-BENEFITS is 94-3083281.
- Is SENIOR MEDI-BENEFITS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to SENIOR MEDI-BENEFITS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SENIOR MEDI-BENEFITS 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 MEDI-BENEFITS 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 SENIOR MEDI-BENEFITS last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of SENIOR MEDI-BENEFITS?
- The 990-EZ for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $88,500 (Matthew Olesen, Executive Director).
- How much revenue does SENIOR MEDI-BENEFITS have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $125,341, expenses of $130,240 and total assets of $26,171 at year end.
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