Dedicated to empowering older adults and their families by providing impartial information, education and counseling on elder care, law, finances and consumer protection so they may lead lives with security and dignity.

501(c)(3) charity; gifts are tax-deductible.
75¢ of each $1 spent went to programs.
$108K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $21K a year · 7% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
75%
of spending
Looks good: 75% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$108K
to officers and key staff · 33% of spending
Concern: pay to officers and key staff is 33% of spending; over 30%.
Pt VII · Sec A
26 mo
of spending, in cash
Looks good: 25.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $9K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$17K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$229K
-45% vs prior year
Spent
$331K
To programs
75%
Net assets
$688K
By yearFY2020–FY2024
Revenue
$229K
FY2022▼ -45%
Tap a bar for its year
Revenue by fiscal year
FY2020$268K
FY2021$419K
FY2022$229K
FY2023$202K
FY2024$394K
Expenses
$331K
FY2022▲ +12%
Tap a bar for its year
Expenses by fiscal year
FY2020$300K
FY2021$296K
FY2022$331K
FY2023$294K
FY2024$394K
Net assets
$688K
FY2022▼ -13%
Tap a bar for its year
Net assets by fiscal year
FY2020$665K
FY2021$788K
FY2022$688K
FY2023$596K
FY2024$596K

From the FY2022 Form 990 · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $249K Management & general 18% · $58K Fundraising 7% · $24K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $108K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir.
$107,886Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Connie Hay’s $114K as Executive Dir. is at the 91st percentile of top reported officer pay among 2168 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Connie Hay$114,000$90,200———
Britt Huff——$107,886$107,886$108,572

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Helping Elders Live Productively executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides impartial information and counseling on elder care, law, finances, and consumer protection.

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Provided by the organization

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3 programs · $249K · in their own filed words · FY2022
01

Resource center provides publications, telephone and email referral information, website information, and other publications including quarterly magazine. 18,243 individuals served by resource center, 204,375 website visitors, and 1,230 telephone, email, and face-to-face contacts.

$225Kprogram expense
02

Classes on Issues That Specifically Impact Older Adults

durable power of attorney for healthcare, Medi-Cal long-term nursing home care, long-term care insurance and financial protection. 4,734 individuals served.

$22Kprogram expense
03

Private Consultations

Families meet with our elder law attorney to discuss their situation/problem and our attorney provides information, planning, and problem solving service. 6 individuals served.

$2Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$9K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$229K
Ln 12
Gifts and grantsLn 1h$225K
Investment incomeLn 3$3K
Fees for servicesLn 2g$2K
Money outPt IX
$331K
Ln 25
Programscol B$249K
Managementcol C$58K
Fundraisingcol D$24K
Owns and owesPt X
$688K
net assets · Ln 32
Cash and savingsLn 1–2$705K
Total assetsLn 16$705K
LiabilitiesLn 26$17K
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$225K
Fundraising eventsLn 1c$20K
Fees for servicesLn 2g$2K
Investment incomeLn 3$3K
Gains on assetsLn 7$0
Total revenueLn 12$229K
Assets in detailPt X, end of year
CashLn 1$67K
SavingsLn 2$638K
Cash and savings togetherLn 1–2$705K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$147
Total assetsLn 16$705K
LiabilitiesLn 26$17K
Net assetsLn 32$688K
OperationsPt I, VI
EmployeesI 54
VolunteersI 630
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$751K$705K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$791K$705K
LiabilitiesLn 26$3K$17K
Net assetsLn 32$788K$688K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$108K$81K$16K$11K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$101K$92K$4K$5K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$5K$5K$517$422
Payroll taxesLn 10$17K$14K$2K$1K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$20K$20K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$16K$6K$10K$530
Advertising and promotionLn 12$0
Office expensesLn 13$4K$2K$690$1K
Information technologyLn 14$19K$17K$870$754
RoyaltiesLn 15$0
OccupancyLn 16$25K$20K$2K$2K
TravelLn 17$2K$2K$35$52
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$4K$3K$173$142
Other expenses (24a–d)Ln 24$9K$7K$1K$691
All other expensesLn 24e$670$251$210$209
Total functional expensesLn 25$331K$249K$58K$24K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $394K$394K−$173$596K 990 PDF
FY2023 $202K$294K−$92K$596K 990 PDF
FY2022 Viewing $229K$331K−$102K$688K 990 PDF
FY2021 $419K$296K$123K$788K 990 PDF
FY2020 $268K$300K−$32K$665K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $229,067 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $415,269$224,728
I-9 Program service revenuePrior year $1,515$1,558
I-10 Investment incomePrior year $1,737$2,781
I-11 Other revenue$0
I-12 Total revenuePrior year $418,521$229,067
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $203,049$231,384
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $92,656$99,674
I-18 Total expensesPrior year $295,705$331,058
I-19 Revenue less expensesPrior year $122,816−$101,991
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $229,067 across 11 lines filed
VIII-1a Federated campaigns$50,000
VIII-1c Fundraising events$20,265
VIII-1f All other contributions, gifts and grants$154,463
VIII-1h Total contributions, gifts and grants$224,728
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,558$1,558
VIII-3 Investment incomeExcluded from tax $2,781$2,781
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $1,558 · Excluded from tax $2,781$229,067
Part IX · Statement of functional expenses $331,058 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $80,915 · Management $16,183 · Fundraising $10,788$107,886
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $92,345 · Management $3,658 · Fundraising $5,400$101,403
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $4,512 · Management $517 · Fundraising $422$5,451
IX-10 Payroll taxesPrograms $13,779 · Management $1,578 · Fundraising $1,287$16,644
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $20,470$20,470
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $5,619 · Management $10,037 · Fundraising $530$16,186
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $2,028 · Management $690 · Fundraising $1,439$4,157
IX-14 Information technologyPrograms $17,342 · Management $870 · Fundraising $754$18,966
IX-15 Royalties$0
IX-16 OccupancyPrograms $20,429 · Management $2,338 · Fundraising $1,925$24,692
IX-17 TravelPrograms $1,616 · Management $35 · Fundraising $52$1,703
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $3,263 · Management $173 · Fundraising $142$3,578
IX-24 Other expenses (24a–d)Programs $7,120 · Management $1,441 · Fundraising $691$9,252
IX-24e All other expensesPrograms $251 · Management $210 · Fundraising $209$670
IX-25 Total functional expensesPrograms $249,219 · Management $58,200 · Fundraising $23,639$331,058
Part X · Balance sheet $705,290 assets, 20 lines filed
X-1 Cash, non-interest-bearing$67,176
X-2 Savings and temporary cash investmentsStart of year $750,622$637,967
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $39,931$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $178$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$147
X-16 Total assetsStart of year $790,731$705,290
X-17 Accounts payable and accrued expensesStart of year $2,532$16,636
X-19 Deferred revenue$600
X-26 Total liabilitiesStart of year $2,567$17,236
X-27 Net assets without donor restrictionsStart of year $720,426$622,219
X-28 Net assets with donor restrictionsStart of year $67,738$65,835
X-32 Total net assets or fund balancesStart of year $788,164$688,054
X-33 Total liabilities and net assetsStart of year $790,731$705,290
Part XI · Reconciliation of net assets $688,054 net assets at year end
XI-1 Total revenue$229,067
XI-2 Total expenses$331,058
XI-3 Revenue less expenses−$101,991
XI-4 Net assets at start of year$788,164
XI-6 Donated services and use of facilities$5,000
XI-8 Prior period adjustments$1,881
XI-9 Other changes in net assets−$5,000
XI-10 Net assets at end of year$688,054

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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