Nonprofit · EIN 93-1318366
COOS ELDERLY SERVICES INC
Tax-exempt · COOS BAY, OR 97420
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $419,045 | $569,333 | -$150,288 | $591,529 | $104,066 | $487,463 |
| December 31, 2024 | 990 | $526,769 | $469,164 | $57,605 | $681,082 | $43,331 | $637,751 |
| December 31, 2023 | 990 | $277,188 | $301,281 | -$24,093 | $601,477 | $21,331 | $580,146 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $362,254
- of which government grants
- $355,654
- Program service revenue
- $46,299
- Investment income
- $10,492
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $70,727
- Other salaries and wages
- $227,716
- Salaries, compensation and benefits (total)
- $343,246
- Professional fundraising fees
- $0
- Accounting fees
- $5,477
- Occupancy
- $23,535
- Travel
- $4,508
- Depreciation
- $21,963
- Program services (functional)
- $166,430
- Management and general (functional)
- $402,903
Balance sheet and other
- Total assets, start of year
- $681,082
- Total assets, end of year
- $591,529
- Total liabilities, end of year
- $104,066
- Net assets, end of year
- $487,463
- Land, buildings and equipment
- $396,216
- Publicly traded securities
- $46,543
- Net assets without donor restrictions
- $487,463
- Gross receipts
- $419,045
- Employees
- 13
- Volunteers
- 9
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erlette Upshaw | Executive Director | 30 | $70,727 |
| Claudine Beauchamp | Board Member Trustee or director | 1 | $0 |
| Jessica Rinderle | Board Member Trustee or director | 1 | $0 |
| David Gerhart | Board Member Trustee or director | 1 | $0 |
| Rosemary Bean | Board Member Trustee or director | 1 | $0 |
| Dominic Jurado | Board Member Trustee or director | 1 | $0 |
| Jen Shafer | President Officer | 1 | $0 |
| Dan M Hinrichs | Secretary Officer | 1 | $0 |
| Aaron Vollmer | Office Admnistrator | 1 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erlette Upshaw | Executive Director | 30 | $62,986 |
| Claudine Beauchamp | Board Member Trustee or director | 1 | $0 |
| Jessica Rinderle | Board Member Trustee or director | 1 | $0 |
| David Gerhart | Board Member Trustee or director | 1 | $0 |
| Dominic Jurado | Board Member Trustee or director | 1 | $0 |
| Jen Shafer | President Officer | 1 | $0 |
| Sheree Busby | Vice President Officer | 1 | $0 |
| Dan M Hinrichs | Secretary Officer | 1 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erlette Upshaw | Executive Director | 30 | $51,532 |
| Todd Inman | Board Member Trustee or director | 1 | $0 |
| David Gerhart | Board Member Trustee or director | 1 | $0 |
| Sheree Busby | Board Member Trustee or director | 1 | $0 |
| Dan M Hinrichs | Board Member Trustee or director | 1 | $0 |
| Claudine Beauchamp | President Officer | 1 | $0 |
| Jen Shafer | Secretary Officer | 1 | $0 |
| Dominic Jurado | Treasurer Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 390 S 2ND ST, COOS BAY, OR 97420-1606
- In care of
- % KIMBERLY D WARREN
- Principal officer (990 for 2025)
- Erlette Upshaw
- Signed the 990
- Erlette Upshaw, Executive Director
- Phone
- (541) 756-1202
- Return prepared by
- HMW CPAS & ASSOCIATES LLC
Mission
Promotes the dignity and security of vulnerable people who need assistance in managing their financial affairs.
Program accomplishments
- Services to help the elderly manage their financial affairsExpenses $166,430 · revenue $46,299
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 93-1318366
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P50)
- Assets (IRS master file)
- $591,529
- Income (IRS master file)
- $419,045
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $419,045 | $569,333 | $591,529 | XML |
| 990 | December 2024 | $526,769 | $469,164 | $681,082 | IRS |
| 990 | December 2023 | $277,188 | $301,281 | $601,477 | XML |
| 990 | December 2022 | $282,485 | $335,768 | $621,395 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-1318366).
Questions about COOS ELDERLY SERVICES INC
- What is the EIN of COOS ELDERLY SERVICES INC?
- The employer identification number (EIN) of COOS ELDERLY SERVICES INC is 93-1318366.
- Is COOS ELDERLY SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to COOS ELDERLY SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COOS ELDERLY SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COOS ELDERLY SERVICES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COOS ELDERLY SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of COOS ELDERLY SERVICES INC?
- The 990 for the year ended December 31, 2025 names Erlette Upshaw.
- Who are the officers and directors of COOS ELDERLY SERVICES INC?
- The 990 for the year ended December 31, 2025 lists 9 people; 1 received compensation from the organization, the highest $70,727 (Erlette Upshaw, Executive Director).
- How much revenue does COOS ELDERLY SERVICES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $419,045, expenses of $569,333 and total assets of $591,529 at year end.
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- ALTERNATIVE YOUTH ACTIVITIES INC EIN 93-0735343 · last filed 990 for 2025
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- THE SAFE PROJECT EIN 93-0790443 · last filed 990 for 2024
- PELICAN HARBOR EIN 75-3155477 · last filed 990-EZ for 2025
- COOS FOOD CUPBOARD EIN 47-1558602 · last filed 990-EZ for 2020
- FURRY FRIENDS THERAPY DOGS EIN 20-0656294 · last filed 990-N for 2025
- SOUTHWESTERN CHAPTER ACB OF OREGON EIN 46-1445289 · last filed 990-N for 2025