2025-03-03T10:26:42-08:00 2024-06-30 883279586 Hiep Pham CPA Inc 41041 Trimboli Way 1926 Fremont CA 94538 990 2023-07-01 942684774 Senior Advocacy Services SENI 7075264108 1129 Industrial Avenue 201 Petaluma CA 94952 Crista Barnett Nelson Executive Director 7075264108 2024-11-03 true true Hiep Pham P01346204 5107897736 2025-03-03 2023 2025-03-06 01:10:19Z Crista Barnett Nelson 1129 Industrial Avenue 201 Petaluma CA 94952 1087732 false X www.senioradvocacyservices.org X 1980 CA SENIOR ADVOCACY SERVICES PROMOTES THE HEALTH, DIGNITY, RIGHTS AND QUALITY OF LIFE OF SENIORS AND DISABLED IN THE NORTH BAY. 10 10 18 82 0 0 1098120 1086759 0 598 973 0 1098718 1087732 0 0 906575 799839 0 25642 238038 285940 1144613 1085779 -45895 1953 1152990 1116452 528268 489777 624722 626675 SENIOR ADVOCACY SERVICES PROMOTES THE HEALTH, DIGNITY, RIGHTS AND QUALITY OF LIFE OF SENIORS AND DISABLED IN THE NORTH BAY. false false 954244 0 0 The Ombudsman program provided 10,254 information and assistance to individuals; 4796 information and assistance to facility staff; 16 community education sessions; worked with 69 resident councils & 38 family councils; visited in person 156 skilled nursing facilities and residential care facilities in Sonoma County a minimum of four times a year; and responded to 964 cases, many related to elder abuse. The Health Insurance Counseling advocacy program (HICAP) is a consumer-oriented program providing Medicare and related health insurance counseling and education. HICAP offers the following services: - Community education about Medicare, including Medicare related health insurance, long term care insurance, long term care planning. - Individual health insurance counseling about Medicare includes Parts A & B, Medicare supplemental insurance plans (Medigap) and Medicare Health Plan (Medicare Advantage and prescription drug plan) comparisons, Medicare savings programs, extra help with medication costs, Medicare and Medi-Cal benefits for dual-eligible beneficiaries, and comparisons of long-term care insurance policies. - Informal advocacy services for Medicare-related issues, including enrollment, disenrollment from Medicare advantage or Medicare prescription drug plans, claims, appeals, prescription drug exceptions, questions about hospital bills and other related insurance coverage issues. HICAP provided 152 community outreach events and counseled 2236 individuals about their Medicare benefits. 954244 true false false false false false false false false false true false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 1 0 18 true false false false false false false false false false false X 10 10 false false false false false false false true true false false true true true true true true true true true false CA X Crista Barnett Nelson 7075264108 1129 Industrial Avenue Ste 201 Petaluma CA 94952 Sandra Wickland Dexter President 0.50 X 0 0 0 Lauren Ratiani Vice-President 0.50 X 0 0 0 Trisha McComas Treasurer 0.50 X 0 0 0 Uyen Ly Secretary 0.50 X 0 0 0 Wynnelena Canlas Canio Board Director 0.50 X 0 0 0 Kelly Grant Board Director 0.50 X 0 0 0 Adam Eberts Board Director 0.50 X 0 0 0 Sgt Patricia Seffens Board Director 0.50 X 0 0 0 Mario Rosso Board Director 0.50 X 0 0 0 Paige Yahya RN BCPA Board Director 0.50 X 0 0 0 Crista Barnett Nelson Executive Director 40.00 X 138391 0 0 138391 0 0 1 false false false 0 980262 106497 1086759 973 0 973 1087732 0 0 973 138391 123529 13839 1023 562366 501972 56237 4157 47612 42518 4761 333 51470 45942 5147 381 65662 57126 0 8536 60875 58758 0 2117 1050 1030 0 20 12284 11136 536 612 14084 13117 0 967 21608 19623 1568 417 21106 21106 0 0 15578 0 15578 0 14076 12667 295 1114 Volunteer Expenses 5505 0 5505 0 Duplication and Printing 8611 7807 0 804 Dues and Subscriptions 21776 20044 3 1729 Copier Usage 2721 2613 0 108 21004 15256 2424 3324 1085779 954244 105893 25642 377678 263295 160091 156592 140966 228732 12337 21828 525414 79409 461918 446005 1152990 1116452 121330 93686 406938 396091 528268 489777 X 624722 626675 624722 626675 1152990 1116452 1953 X false true X true false X 0 931690 948327 1132563 1098120 1086759 5197459 0 0 931690 948327 1132563 1098120 1086759 5197459 0 5197459 64 598 973 1635 0 0 5199094 0.99970 0.99990 X 0 0 0 493725 50637 443088 31689 28772 2917 446005 X 1087732 1087732 1087732 1085779 1085779 1085779 Pt X, Line 2 The Organization is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Organization has made no provision for Federal income taxes. Contributors, donors, and grantors may obtain tax benefits. In addition, the Organization has been determined by the Internal Revenue Service not to be a private foundation within the meaning of Section 509(a) of the Code. The Organization adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-thannot be sustained upon examination by taxing authorities. The Organization has analyzed tax positions taken for filing with the Internal Revenue Service and all state jurisdictions where it operates. The Organization believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the Organizations financial condition, results of operations or cash flows. Accordingly, the Organization has not recorded any reserves; or related accruals for interest and penalties for uncertain income tax positions. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Pt VI, Line 11b BOARD REVIEWS INFORMATION RETURNS IN ACCORDANCE WITH A FORM 990 REVIEW CHECKLIST PROVIDED BY BOARDSOURCE. Pt VI, Line 12c BOARD MEMBERS SIGN A CONFLICT OF INTEREST INFORMATION FORM DESCRIBING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH THEY OR A FAMILY MEMBER ARE INVOLVED THAT THEY BELIEVE COULD CONTRIBUTE TO A CONFLICT OF INTEREST (AS DEFINED BY THE SENIOR ADVOCACY SERVICES POLICY ON CONFLICTS OF INTEREST) ARISING. Pt VI, Line 15a SENIOR ADVOCACY SERVICES EXECUTIVE COMPENSATION PROGRAM IS ADMINISTERED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR ESTABLISHING AND MAINTAINING A COMPETITIVE COMPENSATION PROGRAM FOR THE KEY EXECUTIVE(S) OF THE ORGANIZATION. THE COMMITTEE MEETS AS NEEDED TO REVIEW THE COMPENSATION PROGRAM AND MAKE RECOMMENDATIONS FOR ANY CHANGES TO THE BOARD, AS APPROPRIATE. THE EXECUTIVE COMMITTEE WILL OBTAIN AN ANNUAL REVIEW BY AN INDEPENDENT CONSULTING FIRM TO EVALUATE THE ORGANIZATIONS EXECUTIVE COMPENSATION PROGRAM AGAINST THE COMPETITIVE MARKET. THE EVALUATION IS REVIEWED IN JANUARY OF EACH YEAR AND IS INTENDED TO ENSURE THAT THE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. FOLLOWING THIS REVIEW, THE COMMITTEE REVIEWS AND APPROVES, FOR SELECTED KEY EXECUTIVES, BASE SALARIES AND ANNUAL INCENTIVE OPPORTUNITY ADJUSTMENTS, AND OBJECTIVES AND GOALS FOR THE UPCOMING YEARS ANNUAL INCENTIVE PLAN. THE COMMITTEE REVIEWS AND RECOMMENDS TO THE BOARD SALARY APPROVAL AND INCENTIVE AWARDS FOR THE CHIEF EXECUTIVE. Pt VI, Line 15b SENIOR ADVOCACY SERVICES EXECUTIVE COMPENSATION PROGRAM IS ADMINISTERED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR ESTABLISHING AND MAINTAINING A COMPETITIVE COMPENSATION PROGRAM FOR THE KEY EXECUTIVE(S) OF THE ORGANIZATION. THE COMMITTEE MEETS AS NEEDED TO REVIEW THE COMPENSATION PROGRAM AND MAKE RECOMMENDATIONS FOR ANY CHANGES TO THE BOARD, AS APPROPRIATE. THE EXECUTIVE COMMITTEE WILL OBTAIN AN ANNUAL REVIEW BY AN INDEPENDENT CONSULTING FIRM TO EVALUATE THE ORGANIZATIONS EXECUTIVE COMPENSATION PROGRAM AGAINST THE COMPETITIVE MARKET. THE EVALUATION IS REVIEWED IN JANUARY OF EACH YEAR AND IS INTENDED TO ENSURE THAT THE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. FOLLOWING THIS REVIEW, THE COMMITTEE REVIEWS AND APPROVES, FOR SELECTED KEY EXECUTIVES, BASE SALARIES AND ANNUAL INCENTIVE OPPORTUNITY ADJUSTMENTS, AND OBJECTIVES AND GOALS FOR THE UPCOMING YEARS ANNUAL INCENTIVE PLAN. THE COMMITTEE REVIEWS AND RECOMMENDS TO THE BOARD SALARY APPROVAL AND INCENTIVE AWARDS FOR THE CHIEF EXECUTIVE. Pt VI, Line 19 DOCUMENTS AVAILABLE UPON REQUEST