Senior Advocacy Services
Public records show a registered, tax-exempt organization in good standing.
What it says it does
SENIOR ADVOCACY SERVICES PROMOTES THE HEALTH, DIGNITY, RIGHTS AND QUALITY OF LIFE OF SENIORS AND DISABLED IN THE NORTH BAY.
- Income
- $1.5 million
- Spending
- $1.1 million
- Spent on programs
- 88%
- Reserves
- 6.4 months of spending
- Largest source of income
- government grants, 93%
- Employees
- 13
- Volunteers
- 105
- Highest pay
- $150,605, executive director
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Good: 83 out of 100. Higher than 62% of charities in its peer group (health care, $1m to $10m).
Reserves
28 of 35Spendable reserves would cover 6.4 months of spending.
Debt
10 of 20It owes 32% of what it owns.
Living within its means
15 of 15Income exceeded spending by 27% of income.
Income trend
15 of 15Income rose 38% on the year before.
Spending floor
15 of 1588% of spending went to programs and raising each dollar of donations cost 1 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100. Higher than 67% of charities in its peer group (health care, $1m to $10m).
Independent board
25 of 257 of 7 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- $963,003 spent. The Ombudsman program provided information and assistance to 8727 individuals; 3760 information and assistance to facility staff; supported 250 resident council and 23 family council meetings; 16 community education sessions; visited in person 19 skilled nursing facilities and 153 residential care facilities in Sonoma County a minimum of four times a year; and responded to 578 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. Senior Advocacy Services HICAP provides services to six counties, Sonoma, Lake, Napa, Mendocino, Solano and Marin. 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. There were 168 public outreach session provided. - One on one individual counseling services to Medicare beneficiaries. There were 3163 counseling sessions provided. - 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.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since October 1970.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.