Center for Elders Independence: FY2023 Nonprofit Profile & Form 990 (EIN 94-3123446)

Revenue by fiscal year
FY2021	$95.9M
FY2022	$110.9M
FY2023	$128.0M
FY2024	$148.9M
FY2025	$170.2M

Expenses by fiscal year
FY2021	$80.5M
FY2022	$88.0M
FY2023	$103.5M
FY2024	$124.5M
FY2025	$146.8M

Net assets by fiscal year
FY2021	$133.6M
FY2022	$148.0M
FY2023	$178.0M
FY2024	$212.7M
FY2025	$242.7M

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

94 cents of each dollar spent went to programs.

94%

Program services 94% · $97.3M Management & general 6% · $5.9M Fundraising 0% · $367K

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

22 people listed on the 990; $2.6M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII

Maria Elena Zamora

President/CEO

$457,246Pt VII · Sec A

James Mittelberger

Chief Medical Officer

$430,601Pt VII · Sec A

Laura Holden

Chief Financial Officer

$326,048Pt VII · Sec A

Lincoln Sison

Medical Dir., Geriatric Process Excellence

$307,967Pt VII · Sec A

Raymond Roque

Medical Director, Care Management

$297,108Pt VII · Sec A

Faith Crumpler

Primary Care Physician

$248,825Pt VII · Sec A

Teresa Jane King

Senior Vice President Operations

$232,910Pt VII · Sec A

Justin Lola

Vice President, Is & Cloud Srvcs

$191,101Pt 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

Name	FY2025	FY2024	FY2023	FY2022	FY2021
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 · $97.3M · in their own filed words · FY2022

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.

$97.3Mprogram 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

East Bay Foundation on AgingFY2024$17K

Donor Advised Charitable Giving INCFY2024$6K

Total grants receivedfrom 2 funders$23K

By the numbers

The FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$128.0M

Ln 12

Fees for servicesLn 2g$126.9M

Investment incomeLn 3$1.1M

Gifts and grantsLn 1h$24K

Money outPt IX

$103.5M

Ln 25

Programscol B$97.3M

Managementcol C$5.9M

Fundraisingcol D$367K

Owns and owesPt X

$178.0M

net assets · Ln 32

Cash and savingsLn 1–2$59.7M

Total assetsLn 16$204.7M

LiabilitiesLn 26$26.7M

PeoplePt VI, VII

22

listed · VII A

PaidVII A9

Voting boardVI 1a13

IndependentVI 1b12

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$24K

Fees for servicesLn 2g$126.9M

Investment incomeLn 3$1.1M

Gains on assetsLn 7−$522K

Total revenueLn 12$128.0M

Assets in detailPt X, end of year

CashLn 1$160K

SavingsLn 2$59.5M

Cash and savings togetherLn 1–2$59.7M

InvestmentsLn 11–13$84.4M

Land, buildings, equipmentLn 10c$40.2M

Other assetsLn 15$9.7M

Total assetsLn 16$204.7M

LiabilitiesLn 26$26.7M

Net assetsLn 32$178.0M

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

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$38.2M	$59.7M
InvestmentsLn 11–13	$78.8M	$84.4M
Land, buildings, equipmentLn 10c	$34.7M	$40.2M
Total assetsLn 16	$163.3M	$204.7M
LiabilitiesLn 26	$15.4M	$26.7M
Net assetsLn 32	$148.0M	$178.0M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$2.9M	$2.4M	$493K	$44K
Other salaries and wagesLn 7	$29.2M	$27.6M	$1.4M	$157K
Pension plan contributionsLn 8	$1.3M	$1.2M	$71K	$5K
Other employee benefitsLn 9	$3.8M	$3.6M	$210K	$17K
Payroll taxesLn 10	$1.7M	$1.6M	$95K	$8K
Legal feesLn 11b	$115K		$115K
Accounting feesLn 11c	$24K		$24K
Lobbying feesLn 11d	$39K		$39K
Investment management feesLn 11f	$166K		$166K
Other fees for servicesLn 11g	$5.0M	$4.5M	$421K	$46K
Office expensesLn 13	$4.8M	$2.9M	$1.8M	$82K
Information technologyLn 14	$418K	$411K	$6K	$806
OccupancyLn 16	$3.3M	$2.8M	$539K
TravelLn 17	$362K	$314K	$40K	$8K
InterestLn 20	$4K		$4K
Depreciation, depletion and amortizationLn 22	$3.3M	$2.8M	$463K
InsuranceLn 23	$1.4M	$1.4M
Other expenses (24a–d)Ln 24	$45.7M	$45.7M
Total functional expensesLn 25	$103.5M	$97.3M	$5.9M	$367K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$170.2M	$146.8M	$23.4M	$242.7M	990 PDF
FY2024	$148.9M	$124.5M	$24.3M	$212.7M	990 PDF
FY2023 Viewing	$128.0M	$103.5M	$24.5M	$178.0M	990 PDF
FY2022	$110.9M	$88.0M	$22.9M	$148.0M	990 PDF
FY2021	$95.9M	$80.5M	$15.5M	$133.6M	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 J · Pay O · Explanations

See the full FY2023 990 (6 parts)

Part I · Summary $127,967,955 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $654,932$23,794

I-9 Program service revenuePrior year $108,759,506$126,899,722

I-10 Investment incomePrior year $1,194,866$1,050,454

I-11 Other revenuePrior year $272,341−$6,015

I-12 Total revenuePrior year $110,881,645$127,967,955

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 $36,823,770$38,903,216

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $51,180,961$64,610,739

I-18 Total expensesPrior year $88,004,731$103,513,955

I-19 Revenue less expensesPrior year $22,876,914$24,454,000

Part VI · Governance 12 of 13 board members independent, no flags

VI-1a Voting members of the governing body13

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 $127,967,955 across 7 lines filed

VIII-1f All other contributions, gifts and grants$23,794

VIII-1h Total contributions, gifts and grants$23,794

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $126,899,722$126,899,722

VIII-3 Investment incomeExcluded from tax $1,572,218$1,572,218

VIII-6 Net rental income or lossExcluded from tax −$6,015−$6,015

VIII-7 Net gain or loss on sales of assetsExcluded from tax −$521,764−$521,764

VIII-12 Total revenueRelated to mission $126,899,722 · Unrelated business $0 · Excluded from tax $1,044,439$127,967,955

Part IX · Statement of functional expenses $103,513,955 across 18 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $2,390,334 · Management $492,671 · Fundraising $43,521$2,926,526

IX-7 Other salaries and wagesPrograms $27,627,608 · Management $1,378,872 · Fundraising $156,574$29,163,054

IX-8 Pension plan contributionsPrograms $1,221,346 · Management $70,548 · Fundraising $4,749$1,296,643

IX-9 Other employee benefitsPrograms $3,615,477 · Management $209,903 · Fundraising $16,798$3,842,178

IX-10 Payroll taxesPrograms $1,572,120 · Management $94,672 · Fundraising $8,023$1,674,815

IX-11b Legal feesManagement $115,090$115,090

IX-11c Accounting feesManagement $23,923$23,923

IX-11d Lobbying feesManagement $39,000$39,000

IX-11f Investment management feesManagement $165,804$165,804

IX-11g Other fees for servicesPrograms $4,520,856 · Management $420,687 · Fundraising $45,984$4,987,527

IX-13 Office expensesPrograms $2,894,882 · Management $1,822,936 · Fundraising $82,384$4,800,202

IX-14 Information technologyPrograms $411,187 · Management $6,225 · Fundraising $806$418,218

IX-16 OccupancyPrograms $2,797,576 · Management $538,951$3,336,527

IX-17 TravelPrograms $314,053 · Management $40,343 · Fundraising $7,901$362,297

IX-20 InterestManagement $4,395$4,395

IX-22 Depreciation, depletion and amortizationPrograms $2,794,269 · Management $462,678$3,256,947

IX-23 InsurancePrograms $1,390,720$1,390,720

IX-24 Other expenses (24a–d)Programs $45,710,089$45,710,089

IX-25 Total functional expensesPrograms $97,260,517 · Management $5,886,698 · Fundraising $366,740$103,513,955

Part X · Balance sheet $204,699,204 assets, 17 lines filed

X-1 Cash, non-interest-bearingStart of year $32,694,126$159,979

X-2 Savings and temporary cash investmentsStart of year $5,501,710$59,500,814

X-4 Accounts receivableStart of year $9,883,754$9,012,629

X-9 Prepaid expenses and deferred chargesStart of year $1,138,973$1,680,554

X-10c Land, buildings and equipment, netStart of year $34,738,409$40,244,509

X-11 Publicly traded securitiesStart of year $78,808,897$84,374,858

X-14 Intangible assetsStart of year $264,310$0

X-15 Other assetsStart of year $303,881$9,725,861

X-16 Total assetsStart of year $163,334,060$204,699,204

X-17 Accounts payable and accrued expensesStart of year $14,689,115$16,548,613

X-19 Deferred revenueStart of year $617,701$0

X-25 Other liabilitiesStart of year $61,996$10,149,185

X-26 Total liabilitiesStart of year $15,368,812$26,697,798

X-27 Net assets without donor restrictionsStart of year $107,496,000$178,001,406

X-28 Net assets with donor restrictionsStart of year $40,469,248$0

X-32 Total net assets or fund balancesStart of year $147,965,248$178,001,406

X-33 Total liabilities and net assetsStart of year $163,334,060$204,699,204

Part XI · Reconciliation of net assets $178,001,406 net assets at year end

XI-1 Total revenue$127,967,955

XI-2 Total expenses$103,513,955

XI-3 Revenue less expenses$24,454,000

XI-4 Net assets at start of year$147,965,248

XI-5 Net unrealized gains (losses) on investments$5,582,158

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$178,001,406

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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Center for Elders Independence FY2023 filing

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