2024-05-14T17:29:00-05:00 2023-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-07-01 611655955 CEI FOUNDATION CEIF 5103187140 510 17TH STREET 3RD FL OAKLAND CA 94612 THOMAS HYLAND EXECUTIVE DIRECTOR 5104331150 2024-05-13 1 THOMAS HYLAND 999009999 1 MATTHEW PETROSKI P00853132 9257902600 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THOMAS HYLAND 510 17TH STREET 3RD FL OAKLAND CA 94612 369043 0 X CEI.ELDERS.ORG X 2013 CA CEI FOUNDATION IS DEDICATED TO THE PERFORMING CERTAIN FUNCTIONS OF (CONTINUE ON SCHEDULE O)AND CARRYING OUT THE PURPOSES OF THE CENTER FOR ELDER'S INDEPENDENCE (CEI), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. 17 16 3 12 0 0 173065 137378 0 0 0 0 125729 149260 298794 286638 0 0 0 0 176411 229665 32537 0 105015 171005 155047 379953 384712 -81159 -98074 163993 376503 245152 555736 -81159 -179233 CEI FOUNDATION IS DEDICATED TO THE PERFORMING CERTAIN FUNCTIONS OF AND CARRYING OUT THE PURPOSES OF THE CENTER FOR ELDER'S INDEPENDENCE (CEI), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. 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. 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 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 457246 41805 THOMAS HYLAND EXECUTIVE DIRECTOR FOUNDATION 20.00 20.00 X 76966 76966 15816 FLORENCE RASKIN BOARD CHAIR 4.00 6.00 X X 0 0 0 MICHAEL HARRIS VICE CHAIR 1.00 1.00 X X 0 0 0 MICHAEL SMART PAST CHAIR 1.00 1.00 X X 0 0 0 CHIP CONRADI TREASURER 1.00 4.00 X X 0 0 0 MARTY LYNCH SECRETARY 1.00 1.00 X X 0 0 0 ALEXIS BURKE DIRECTOR (THRU 6/23) 1.00 X 0 0 0 CAITLIN CHAN DIRECTOR 1.00 1.00 X 0 0 0 SHARON CORNU DIRECTOR 1.00 1.00 X 0 0 0 AMY KIMMEL DIRECTOR 1.00 1.00 X 0 0 0 JOANNA KIM-SELBY DIRECTOR 1.00 1.00 X 0 0 0 CAROL LEYTEM DIRECTOR 1.00 X 0 0 0 DAVID LINDEMAN DIRECTOR 1.00 1.00 X 0 0 0 ANCEL ROMERO DIRECTOR 1.00 1.00 X 0 0 0 NADER SHABAHANGI DIRECTOR (THRU 1/23) 1.00 X 0 0 0 JAMES SHERRER DIRECTOR 1.00 X 0 0 0 MALAIKA STOLL DIRECTOR 1.00 1.00 X 0 0 0 PELO WALKER DIRECTOR 1.00 X 0 0 0 MARY YOUNG-WILLIAMS DIRECTOR 1.00 X 0 0 0 76966 534212 57621 0 0 1 0 0 137378 137378 231665 82405 149260 149260 286638 0 0 149260 X 87043 87043 117160 117160 17439 17439 8023 8023 45984 45984 82384 82384 806 806 7901 7901 MISC FUNDRAISING EXPENS 17972 17972 384712 0 279697 105015 163993 368503 0 8000 163993 376503 245152 555736 245152 555736 X -81159 -249498 0 70265 -81159 -179233 163993 376503 -98074 0 X 0 1 X 1 0 X 173065 137378 310443 173065 137378 310443 26582 283861 125729 149260 274989 585432 0.48490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED PARTY 555736 555736 X 369043 82405 82405 286638 0 286638 467117 82405 82405 384712 0 384712 PART X, LINE 2: THE FOUNDATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC AND 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE FOUNDATION HAS ADOPTED THE ACCOUNTING GUIDANCE RELATED TO UNCERTAIN TAX POSITIONS, AND HAS EVALUATED ITS TAX POSITIONS, AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE FOUNDATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AND FOUR YEARS RESPECTIVELY AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 82,405. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 82,405. PACE PARTY 231665 0 231665 24366 7725 50314 231665 231665 24366 7725 50314 82405 149260 X X X 0 0 0 0 0 0 0 1 0 MARIA ELENA ZAMORA PRESIDENT/CEO 0 382246 0 75000 0 0 0 34207 0 7598 0 499051 0 0 THOMAS HYLAND EXECUTIVE DIRECTOR FOUNDATION 70923 70923 6043 6043 0 0 3661 3661 4247 4247 84874 84874 0 0 PART I, LINE 3 THE CENTER FOR ELDER'S INDEPENDENCE, INC.'S BOARD OF DIRECTORS APPROVES THE SALARY FOR THE EXECUTIVES. FOR NEW EXECUTIVE EMPLOYEES, GENERALLY, A WAGE AND SALARY SURVEY IS CONDUCTED TO IDENTIFY COMPETITIVE RATES OF COMPENSATION PAID TO EMPLOYEES PERFORMING SIMILAR DUTIES AND HAVING SIMILAR RESPONSIBILITIES IN A SIMILAR ORGANIZATION. SIMILAR REFERS TO SUCH THINGS AS THE LEVEL OF THE POSITION WITHIN THE ORGANIZATION, OVERALL BUDGET OF THE ORGANIZATION, AND AN ANALYSIS OF THE LEVEL DEFINING CHARACTERISTICS OF THE JOB. THE BOARD CONSIDERS ALL THE FACTORS (INCLUDING THE POTENTIAL EMPLOYEES' CURRENT LEVEL OF COMPENSATION, LOCATION, AND OTHER RELEVANT FACTORS) AND AFTER NEGOTIATION WITH THE POTENTIAL EXECUTIVE EMPLOYEE, ARRIVES AT THE COMPENSATION TO BE PAID. INCREASES ARE PERIODICALLY CONSIDERED BY THE BOARD AND, IF REQUESTED, ADDITIONAL WAGE AND SALARY INFORMATION IS OBTAINED. PART I, LINE 7 ALL CORPORATE DISCRETIONARY BONUSES ARE NON-FIXED PAYMENTS. THERE IS NO CONTRACT FOR ANY EMPLOYEE TO RECEIVE A BONUS IN EXCHANGE FOR PROVIDING SERVICES. 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 15 THE BOARD OF DIRECTORS APPROVES THE SALARY FOR THE EXECUTIVES. FOR NEW EXECUTIVE EMPLOYEES, GENERALLY, A WAGE AND SALARY SURVEY IS CONDUCTED TO IDENTIFY COMPETITIVE RATES OF COMPENSATION PAID TO EMPLOYEES PERFORMING SIMILAR DUTIES AND HAVING SIMILAR RESPONSIBILITIES IN A SIMILAR ORGANIZATION. SIMILAR REFERS TO SUCH THINGS AS THE LEVEL OF THE POSITION WITHIN THE ORGANIZATION, OVERALL BUDGET OF THE ORGANIZATION, AND AN ANALYSIS OF THE LEVEL DEFINING CHARACTERISTICS OF THE JOB. THE BOARD CONSIDERS ALL THE FACTORS (INCLUDING THE POTENTIAL EMPLOYEES' CURRENT LEVEL OF COMPENSATION, LOCATION, AND OTHER RELEVANT FACTORS) AND AFTER NEGOTIATION WITH THE POTENTIAL EXECUTIVE EMPLOYEE, ARRIVES AT THE COMPENSATION TO BE PAID. INCREASES ARE PERIODICALLY CONSIDERED BY THE BOARD AND, IF REQUESTED, ADDITIONAL WAGE AND SALARY INFORMATION IS OBTAINED. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, GOVERNING DOCUMENTS, POLICIES, AND ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 45,984. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,984. 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 ELDER'S INDEPENDENCE INC 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 1 0 0 0