Center for Elders Independence FY2021 filing

Tax-deductible

Oakland, CA501(c)(3)Since 1989Human ServicesEIN 94-3123446Revenue $95.9M in FY2021

On file with the IRScei.elders.org510 17th St Ste 300, 94612-1569 · Oakland, CATax-exempt since Apr 1994Publicly supported — 509(a)(2)

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Provide high quality, affordable, integrated health services to the elderly, which promote autonomy, quality of life and the ability of individuals to live in their communities.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$3.8M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $22.1M a year · 17% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$3.8M
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $23K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$14.6M
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 15 voting members
Looks good: 14 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$95.9M
Spent
$80.5M
To programs
91%
Net assets
$133.6M
By yearFY2021–FY2025
Revenue
$95.9M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$95.9M
FY2022$110.9M
FY2023$128.0M
FY2024$148.9M
FY2025$170.2M
Expenses
$80.5M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$80.5M
FY2022$88.0M
FY2023$103.5M
FY2024$124.5M
FY2025$146.8M
Net assets
$133.6M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$133.6M
FY2022$148.0M
FY2023$178.0M
FY2024$212.7M
FY2025$242.7M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 1994.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $73.4M Management & general 8% · $6.7M Fundraising 0% · $377K

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

29 people listed on the 990; $3.8M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
CEO (left 8/2020)
$554,041Pt VII · Sec A
Chief Medical Officer
$349,911Pt VII · Sec A
CFO (left 2/2021)
$339,518Pt VII · Sec A
Primary Care Physician
$271,750Pt VII · Sec A
Primary Care Physician
$264,175Pt VII · Sec A
Vice President HR
$238,907Pt VII · Sec A
Primary Care Physician
$238,223Pt VII · Sec A
Vice President Is & Cloud
$211,834Pt VII · Sec A

Maria Elena Zamora’s $512K as President/CEO is at the 68th percentile of top reported officer pay among 249 $100M+ 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 · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Linda Trowbridge————$554,041
Maria Elena Zamora$512,092$488,624$457,246$390,851—
James Mittelberger$410,197$385,768$430,601$383,889$349,911
Laura Holden$365,784$320,834$326,048$102,646—
Raymond Roque$352,914—$297,108$288,986$271,750
Bing Isenberg———$91,698$339,518
Lincoln Sison$335,094$321,367$307,967$296,265$264,175
Robert Scott$328,746$280,807———

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.

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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

Offers affordable healthcare and support services to help seniors live independently and with a good quality of life.

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Provided by the organization

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1 program · $73.4M · in their own filed words · FY2020
01

The elderly care services provided are in accordance with the pace regulations, a federal program and an optional medi-cal benefit. Pace is an acronym for 'program of all-inclusive care for the elderly.

$73.4Mprogram 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 2 funders$23K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$95.9M
Ln 12
Fees for servicesLn 2g$95.3M
Gifts and grantsLn 1h$326K
Other incomeLn 4–11$231K
Money outPt IX
$80.5M
Ln 25
Programscol B$73.4M
Managementcol C$6.7M
Fundraisingcol D$377K
Owns and owesPt X
$133.6M
net assets · Ln 32
Cash and savingsLn 1–2$23.5M
Total assetsLn 16$148.2M
LiabilitiesLn 26$14.6M
PeoplePt VI, VII
29
listed · VII A
PaidVII A15
Voting boardVI 1a15
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$326K
Government grantsLn 1e$105K
Fees for servicesLn 2g$95.3M
Investment incomeLn 3$53K
Other incomeLn 4–11$231K
Gains on assetsLn 7$51K
Total revenueLn 12$95.9M
Assets in detailPt X, end of year
CashLn 1$1.4M
SavingsLn 2$22.1M
Cash and savings togetherLn 1–2$23.5M
InvestmentsLn 11–13$80.4M
Land, buildings, equipmentLn 10c$36.4M
Other assetsLn 15$39K
Total assetsLn 16$148.2M
LiabilitiesLn 26$14.6M
Net assetsLn 32$133.6M
OperationsPt I, VI
EmployeesI 5413
VolunteersI 625
Fiscal year endsHeaderJune
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 FY21End FY21
Cash and savingsLn 1–2$14.8M$23.5M
InvestmentsLn 11–13$65.5M$80.4M
Land, buildings, equipmentLn 10c$33.3M$36.4M
Total assetsLn 16$121.0M$148.2M
LiabilitiesLn 26$17.9M$14.6M
Net assetsLn 32$103.1M$133.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$2.9M$2.7M$170K$22K
Other salaries and wagesLn 7$24.3M$22.7M$1.4M$187K
Pension plan contributionsLn 8$956K$899K$50K$6K
Other employee benefitsLn 9$3.3M$3.1M$175K$20K
Payroll taxesLn 10$1.2M$1.2M$65K$8K
Legal feesLn 11b$660K$660K
Accounting feesLn 11c$74K$74K
Lobbying feesLn 11d$39K$39K
Investment management feesLn 11f$154K$154K
Other fees for servicesLn 11g$1.7M$1.2M$483K$59K
Advertising and promotionLn 12$1.1M$1.1M
Office expensesLn 13$2.6M$2.1M$509K$37K
Information technologyLn 14$324K$312K$10K$2K
OccupancyLn 16$2.6M$2.2M$334K
TravelLn 17$135K$124K$6K$4K
InterestLn 20$108K$108K
Depreciation, depletion and amortizationLn 22$2.5M$2.0M$466K$8K
InsuranceLn 23$1.1M$1.1M
Other expenses (24a–d)Ln 24$34.4M$33.8M$608K
All other expensesLn 24e$307K$283K$24K
Total functional expensesLn 25$80.5M$73.4M$6.7M$377K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $170.2M$146.8M$23.4M$242.7M 990 PDF
FY2024 $148.9M$124.5M$24.3M$212.7M 990 PDF
FY2023 $128.0M$103.5M$24.5M$178.0M 990 PDF
FY2022 $110.9M$88.0M$22.9M$148.0M 990 PDF
FY2021 Viewing $95.9M$80.5M$15.5M$133.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $95,941,131 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $958,817$326,338
I-9 Program service revenuePrior year $85,124,300$95,330,979
I-10 Investment incomePrior year $7,075$52,628
I-11 Other revenuePrior year $282,116$231,186
I-12 Total revenuePrior year $86,372,308$95,941,131
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $29,974,235$32,699,324
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $47,331,811$47,785,329
I-18 Total expensesPrior year $77,306,046$80,484,653
I-19 Revenue less expensesPrior year $9,066,262$15,456,478
Part VI · Governance 14 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members14
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 $95,941,131 across 9 lines filed
VIII-1e Government grants$105,357
VIII-1f All other contributions, gifts and grants$220,981
VIII-1h Total contributions, gifts and grants$326,338
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $95,330,979$95,330,979
VIII-3 Investment incomeExcluded from tax $2,056$2,056
VIII-6 Net rental income or lossExcluded from tax $227,560$227,560
VIII-7 Net gain or loss on sales of assetsExcluded from tax $50,572$50,572
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $3,626$3,626
VIII-12 Total revenueRelated to mission $95,334,605 · Unrelated business $0 · Excluded from tax $280,188$95,941,131
Part IX · Statement of functional expenses $80,484,653 across 20 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $2,699,161 · Management $169,570 · Fundraising $22,034$2,890,765
IX-7 Other salaries and wagesPrograms $22,661,507 · Management $1,432,438 · Fundraising $187,038$24,280,983
IX-8 Pension plan contributionsPrograms $899,457 · Management $50,224 · Fundraising $5,872$955,553
IX-9 Other employee benefitsPrograms $3,139,576 · Management $175,310 · Fundraising $20,497$3,335,383
IX-10 Payroll taxesPrograms $1,164,041 · Management $64,999 · Fundraising $7,600$1,236,640
IX-11b Legal feesManagement $659,805$659,805
IX-11c Accounting feesManagement $73,795$73,795
IX-11d Lobbying feesManagement $39,000$39,000
IX-11f Investment management feesManagement $153,829$153,829
IX-11g Other fees for servicesPrograms $1,181,591 · Management $482,984 · Fundraising $59,196$1,723,771
IX-12 Advertising and promotionManagement $1,079,037$1,079,037
IX-13 Office expensesPrograms $2,065,879 · Management $508,775 · Fundraising $36,834$2,611,488
IX-14 Information technologyPrograms $311,666 · Management $10,474 · Fundraising $1,789$323,929
IX-16 OccupancyPrograms $2,239,840 · Management $333,865$2,573,705
IX-17 TravelPrograms $124,153 · Management $6,198 · Fundraising $4,405$134,756
IX-20 InterestManagement $108,344$108,344
IX-22 Depreciation, depletion and amortizationPrograms $1,988,398 · Management $465,881 · Fundraising $7,757$2,462,036
IX-23 InsurancePrograms $1,096,617$1,096,617
IX-24 Other expenses (24a–d)Programs $33,829,717 · Management $608,465$34,438,182
IX-24e All other expensesManagement $283,065 · Fundraising $23,970$307,035
IX-25 Total functional expensesPrograms $73,401,603 · Management $6,706,058 · Fundraising $376,992$80,484,653
Part X · Balance sheet $148,157,639 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $686,708$1,428,625
X-2 Savings and temporary cash investmentsStart of year $14,103,393$22,068,854
X-4 Accounts receivableStart of year $5,738,827$6,218,158
X-9 Prepaid expenses and deferred chargesStart of year $1,156,803$1,229,898
X-10c Land, buildings and equipment, netStart of year $33,318,387$36,427,626
X-11 Publicly traded securitiesStart of year $65,539,486$80,425,859
X-14 Intangible assetsStart of year $374,414$319,362
X-15 Other assetsStart of year $39,257$39,257
X-16 Total assetsStart of year $120,957,275$148,157,639
X-17 Accounts payable and accrued expensesStart of year $14,528,104$11,444,576
X-19 Deferred revenueStart of year $655,266$644,106
X-25 Other liabilitiesStart of year $616,059$487,648
X-26 Total liabilitiesStart of year $17,853,799$14,557,483
X-27 Net assets without donor restrictionsStart of year $72,366,796$97,600,156
X-28 Net assets with donor restrictionsStart of year $30,736,680$36,000,000
X-32 Total net assets or fund balancesStart of year $103,103,476$133,600,156
X-33 Total liabilities and net assetsStart of year $120,957,275$148,157,639
Part XI · Reconciliation of net assets $133,600,156 net assets at year end
XI-1 Total revenue$95,941,131
XI-2 Total expenses$80,484,653
XI-3 Revenue less expenses$15,456,478
XI-4 Net assets at start of year$103,103,476
XI-5 Net unrealized gains (losses) on investments$15,040,202
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$133,600,156

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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