Totals
- Total revenue
- $1,524,822
- Total expenses
- $1,284,695
- Contributions and grants received
- $1,436,721
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $88,101
- Other revenue
- $0
- Total assets, end of year
- $3,182,551
- Total liabilities, end of year
- $196,744
- Net assets or fund balances, end of year
- $2,985,807
- Program services expenses (Part IX)
- $1,066,823
- Management and general expenses
- $183,910
- Fundraising expenses
- $33,962
- Program service expenses (Part III)
- $1,066,823
Program services were 83.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$6,057
-
1e · Government grants (contributions)
$828,343
-
1f · All other contributions, gifts and grants
$602,321
-
3 · Investment income
total $92,551 · unrelated business $92,551
-
7a · Gross sales of assets other than inventory
securities $6,108,391
-
7b · Less cost or other basis and sales expenses
securities $6,112,446 · other assets $395
-
7c · Gain or loss
securities -$4,055 · other assets -$395
-
7d · Net gain or loss
total -$4,450 · unrelated business -$4,450
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$6,057
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $195,150 · program services $140,508 · management and general $54,642
-
7 · Other salaries and wages
total $652,470 · program services $642,339 · management and general $10,131
-
9 · Other employee benefits
total $70,764 · program services $61,777 · management and general $8,987
-
10 · Payroll taxes
total $67,406 · program services $62,648 · management and general $4,758
-
11c · Fees: accounting
total $15,000 · management and general $15,000
-
12 · Advertising and promotion
total $45,767 · program services $43,874 · management and general $1,893
-
13 · Office expenses
total $11,440 · management and general $11,440
-
16 · Occupancy
total $18,100 · management and general $18,100
-
17 · Travel
total $19,106 · program services $19,106
-
19 · Conferences, conventions and meetings
total $3,318 · management and general $3,318
-
23 · Insurance
total $10,939 · program services $3,230 · management and general $7,709
-
24a · Other expenses: PROFESSIONAL SERVICES-
total $43,695 · program services $38,567 · management and general $5,128 · fundraising $0
-
24b · Other expenses: EDUCATION EXPENSES
total $34,713 · program services $34,713 · management and general $0 · fundraising $0
-
24c · Other expenses: FUNDRAISING EVENTS
total $33,962 · program services $0 · management and general $0 · fundraising $33,962
-
24d · Other expenses: COMPUTER & SOFTWARE
total $20,817 · program services $0 · management and general $20,817 · fundraising $0
-
24e · All other expenses
total $42,048 · program services $20,061 · management and general $21,987
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $219,651 · end of year $270,356
-
3 · Pledges and grants receivable
beginning of year $131,210 · end of year $94,673
-
9 · Prepaid expenses and deferred charges
beginning of year $10,939 · end of year $14,871
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $10,195 · end of year $0
-
12 · Investments: other securities
beginning of year $2,425,876 · end of year $2,775,704
-
15 · Other assets
beginning of year $4,694 · end of year $26,947
-
17 · Accounts payable and accrued expenses
beginning of year $46,074 · end of year $64,427
-
19 · Deferred revenue
beginning of year $71,820 · end of year $105,272
-
25 · Other liabilities
beginning of year $4,694 · end of year $27,045
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $2,679,977 · end of year $2,985,807
Mission and programs · 2024
Mission
TO ACTIVELY PROVIDE ADVOCACY AND PURSUE ENHANCEMENT OF THE QUALITY OF LIFE FOR RESIDENTS OF LONG-TERM CARE FACILITIES IN THE SAN MATEO COUNTY.
Activities or mission (Part I)
TO MONITOR AND INVESTIGATE SUSPECTED ABUSE OF THE ELDERLY IN LONG-TERM CARE FACILITIES.
-
COMPLAINT INVESTIGATION AND FACILITY MONITORING: STATE CERTIFIED OMBUDSMEN MONITOR FACILITIES FOR QUALITY OF CARE, QUALITY OF LIFE AND VIOLATION OF RESIDENTS' RIGHTS. IN 2024-2025 FISCAL YEAR, THE FOLLOWING FACILITIES WERE INCLUDED IN ITS JURISDICTION: 16 NURSING HOMES,216 RESIDENTIAL CARE FACILITIES FOR THE ELDERLY, 30 INTERMEDIATE CARE FACILITIES,24 ADULT DAY HEALTH CARE PROGRAMS,125 ADULT RESIDENTIAL FACILITIES FOR THE DEVELOPMENTALLY DISABLED,TOTAL OF 412 FACILITIES WITH 9,025 RESIDENTS. OMBUDSMEN MADE A TOTAL OF 4,321 VISITS TO THE FACILITIES AND INVESTIGATED AND CLOSED 523 CASES ENCOMPASSING 573 COMPLAINTS.
Expenses $640,093
-
RECRUITMENT AND TRAINING: THE PROGRAM PROVIDES TRAINING TO VOLUNTEERS TO OBTAIN AND MAINTAIN STATE CERTIFICATION. THE TRAINING PROGRAM INCLUDES 36 HOURS OF CLASSROOM TRAINING FOLLOWED BY AN INTERNSHIP PERIOD OF APPROXIMATELY 10 DAYS. DURING THE INTERNSHIP, THE STUDENT OMBUDSMEN ARE PROVIDED WITH HANDS-ON GUIDANCE ON HOW TO MONITOR FACILITIES; ACCEPT, INVESTIGATE, AND DOCUMENT THEIR FINDINGS. IN ADDITION, WE PROVIDE 2 HOURS OF ON-GOING TRAINING FOR ALL OMBUDSMEN EACH MONTH. DURING FY 2024-2025 WE TRAINED AND CERTIFIED 13 NEW OMBUDSMEN WHO ACTIVELY JOINED OUR TEAM IN THE FIELD, BRINGING THE NUMBER UP TO 31 VOLUNTEER FIELD OMBUDSMEN ACTIVE IN THE PROGRAM. (CONTINUED ON SCHEDULE O)DURING THE YEAR, 31 STATE-CERTIFIED OMBUDSMEN PROVIDED A TOTAL OF 5,280 VOLUNTEER HOURS OVER THE ONE-YEAR PERIOD, VALUED AT ABOUT $184,798. IN ADDITION, WE PROVIDED 12 TWO-HOUR TRAINING SESSIONS THROUGHOUT THE YEAR TO ALL OMBUDSMEN WHO MUST ATTEND 18 HOURS OF ONGOING TRAINING EACH YEAR TO MAINTAIN STATE CERTIFICATION.
Expenses $213,365
-
COMMUNITY EDUCATION AND ADVOCACY: OMBUDSMAN SERVICES CONTRIBUTE TO THE OVERALL HEALTH LITERACY OF RESIDENTS IN SAN MATEO COUNTY THROUGH ITS EDUCATIONAL OUTREACH. IN FY 2024-2025 WE ACCOMPLISHED THE FOLLOWING:- HELD 75 COMMUNITY EDUCATION EVENTS EDUCATING THE GENERAL PUBLIC ON LONG-TERM CARE, THE ROLE OF THE OMBUDSMAN AND OTHER RELATED ISSUES. - PROVIDED INDIVIDUAL CONSULTATION TO 1,174 PEOPLE SEEKING INFORMATION ON OUR SERVICES OR OTHER AGING ISSUES - CONDUCTED 10 IN-SERVICE EDUCATIONAL EVENTS FOR FACILITY STAFF AND PROVIDED 434 CONSULTATION HOURS TO STAFF MEMBERS.
Expenses $213,365
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Monika LeeMONIKA LEE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2.5
-
Bob MontevaldoBOB MONTEVALDO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
David CowellDAVID COWELL
CO-CHAIR
- Total calculated
- $0
- Hours/week
- 2.5
-
Susan HoustonSUSAN HOUSTON
CO-CHAIR
- Total calculated
- $0
- Hours/week
- 2.5
-
Mitchell BaileyMITCHELL BAILEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Elyse BrummerELYSE BRUMMER
EXECUTIVE DIRECTOR
- Total calculated
- $195,150
- From this org
- $195,150
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,000
- Bonus
- $10,000
- Other
- $10,150
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $195,150
-
San-San TuSAN-SAN TU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Steve JeffriesSTEVE JEFFRIES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Eloisa BrionesELOISA BRIONES
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 2.5
-
Arielle HendelARIELLE HENDEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Florence WongFLORENCE WONG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 23 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202542969349300934
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