2026-05-14T09:31:03-05:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-07-01 611655955 CEI FOUNDATION CEIF 5103187140 510 17TH STREET 3RD FL OAKLAND CA 94612 ELIZABETH ANDERS EXECUTIVE DIRECTOR 5103187140 2026-03-19 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-03-10 2024 2025-03-06 01:10:19Z ELIZABETH ANDERS 510 17TH STREET 3RD FL OAKLAND CA 94612 802656 0 X WWW.CEI.ELDERS.ORG X 2013 CA THE CEI FOUNDATION IS DEDICATED TO PERFORMING CERTAIN FUNCTIONS OF AND CARRYING OUT THE PURPOSES OF THE CENTER FOR ELDERS' INDEPENDENCE (CEI), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. 8 7 3 7 0 0 221383 741554 0 0 0 0 157829 -55696 379212 685858 0 0 0 0 392262 300631 0 0 145953 172315 158949 564577 459580 -185365 226278 254631 13918 619229 152238 -364598 -138320 THE CEI FOUNDATION IS DEDICATED TO PERFORMING CERTAIN FUNCTIONS OF AND CARRYING OUT THE PURPOSES OF THE CENTER FOR ELDERS' INDEPENDENCE (CEI), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. 0 0 197291 0 0 THE PRIMARY PURPOSE OF THE CEI FOUNDATION IS TO RAISE BOTH GRANT AND DONATION FUNDS TO ALLOW CENTER FOR ELDERS' INDEPENDENCE TO FULFILL ITS MISSION OF SERVING THE SENIOR POPULATION IN THE SAN FRANCISCO BAY AREA. 197291 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 CA X LAURA HOLDEN 5104331150 510 17TH STREET 3RD FL OAKLAND CA 94612 MARIA ELENA ZAMORA PRESIDENT/CEO 6.00 40.00 X X 0 512092 43706 JIM VAWTER BOARD CHAIR 4.00 X X 0 0 0 AMY KIMMEL VICE CHAIR 1.00 1.00 X X 0 0 0 MARY YOUNG-WILLIAMS SECRETARY 1.00 1.00 X X 0 0 0 WESLEY ALEXANDER DIRECTOR 1.00 X 0 0 0 AMBER CHILDRESS DIRECTOR 1.00 X 0 0 0 FLORENCE RASKIN DIRECTOR 1.00 4.00 X 0 0 0 PELLO WALKER DIRECTOR 1.00 X 0 0 0 THOMAS HYLAND FOUNDATION EXECUTIVE DIRECTOR 20.00 20.00 X 92811 92811 12450 92811 604903 56156 0 0 1 0 0 155345 47717 538492 14005 741554 25950 155345 89180 -63230 -63230 35152 27618 7534 7534 685858 0 0 -55696 103340 103340 160364 160364 19137 19137 17790 17790 42201 42201 48067 48067 5753 5753 12500 12500 FUNDRAISING EXPENSES 42613 42613 TAXES & LICENSES 3877 3877 3938 3938 459580 197291 116336 145953 223631 12918 31000 1000 254631 13918 619229 152238 619229 152238 X -527701 -301424 163103 163104 -364598 -138320 254631 13918 226278 0 X 0 1 X 1 0 X 173065 137378 221383 741554 1273380 173065 137378 221383 741554 1273380 410640 862740 125729 149260 145208 0 420197 1693577 75292 0.50940 0.50030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED PARTY 152238 152238 802656 0 802656 -116798 -116798 685858 576378 116798 116798 459580 0 459580 PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -89,180. GAMING EXPENSES -27,618. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 89,180. GAMING EXPENSES 27,618. PACE PARTY 181295 155345 25950 25169 5000 59011 181295 155345 25950 25169 5000 59011 89180 -63230 35152 27618 0 35152 27618 27618 7534 CA 1 0 1 0 0.00000 1.00000 THOMAS HYLAND 710 7TH STREET 3RD FL OAKLAND CA 95612 0 THOMAS HYLAND 0 GAMING OVERSIGHT AND RECORDKEEPING. X 0 0 0 0 0 0 0 0 0 0 MARIA ELENA ZAMORA PRESIDENT/CEO 0 427372 0 84720 0 0 0 39554 0 4152 0 555798 0 0 THOMAS HYLAND FOUNDATION EXECUTIVE DIRECTOR 88260 88260 4551 4551 0 0 4324 4324 1901 1901 99036 99036 0 0 PART I, LINE 3 FOR THE PURPOSES OF DETERMINING COMPENSATION, THE FILING ORGANIZATION, CEI FOUNDATION, RELIED ON THE RELATED ORGANIZATION TO ESTABLISH COMPENSATION OF THE CEO. THE RELATED ORGANIZATION USED THE FOLLOWING PRACTICES FOR ESTABLISHING COMPENSATION FOR SUCH INDIVIDUALS: APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE 990 PROVIDED TO BOARD MEMBERS FOR REVIEW PRIOR TO FILING. ALL QUESTIONS AND COMMENTS ARE ADDRESSED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL CEI FOUNDATION OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE COVERED UNDER THE CEI CONFLICT OF INTEREST POLICY. FOR POTENTIAL CONFLICTS OF INTEREST INVOLVING STAFF EMPLOYEES AND RELATIVES, EITHER THE HR DIRECTOR OR THE CEO WILL REVIEW. FOR POTENTIAL CONFLICTS OF INTEREST INVOLVING SENIOR MANAGEMENT OR A BOARD MEMBER, THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. A BOARD MEMBER HAS A DUTY TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST TO HIS/HER GOVERNING BOARD OR COMMITTEE. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. ALL CEI OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE OR UPDATE ANNUALLY VIA A QUESTIONNAIRE, INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS AND THOSE OF FAMILY MEMBERS. IN ADDITION, ALL TRANSACTIONS, INCLUDING LEASING ARRANGEMENTS AND CONTRACTUAL AGREEMENTS, ARE SUBJECT TO REVIEW BY THE DIRECTOR OF COMPLIANCE AND CONTRACTS AND/OR THE BOARD OF DIRECTORS OF CEI. CONFLICTS OF INTEREST SHOULD BE DISCOVERED BEFORE THE TRANSACTION HAS OCCURRED. FORM 990, PART VI, SECTION B, LINE 15B FOR THE PURPOSES OF DETERMINING COMPENSATION, THE FILING ORGANIZATION, CEI FOUNDATION, RELIED ON THE RELATED ORGANIZATION TO ESTABLISH COMPENSATION OF THE CEO. THE RELATED ORGANIZATION USED THE FOLLOWING PRACTICES FOR ESTABLISHING COMPENSATION FOR SUCH INDIVIDUALS: COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, GOVERNING DOCUMENTS, POLICIES, AND ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CENTER FOR ELDERS' INDEPENDENCE INC 510 17TH STREET 3RD FL OAKLAND CA 94612 943123446 HEALTH SERVICES CA 501(C)(3) LINE 7 N/A 0 OVER 60CEI INC PO BOX 11247 BERKELEY CA 94712 943305198 HEALTH SERVICES CA 501(C)(3) LINE 12A, I CENTER FOR ELDERS' INDEPENDENCE INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0