Nonprofit · EIN 94-3397402
AGEUP INC
Tax-exempt · REDWOOD CITY, CA 94061
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,524,822 | $1,284,695 | $240,127 | $3,182,551 | $196,744 | $2,985,807 |
| June 30, 2024 | 990 | $1,070,602 | $1,143,775 | -$73,173 | $2,802,565 | $122,588 | $2,679,977 |
| June 30, 2023 | 990 (amended) | $1,248,483 | $1,124,182 | $124,301 | $2,748,533 | $51,391 | $2,697,142 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,436,721
- of which government grants
- $828,343
- Program service revenue
- $0
- Investment income
- $88,101
- Net gain from sales of assets
- -$4,450
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $195,150
- Other salaries and wages
- $652,470
- Salaries, compensation and benefits (total)
- $985,790
- Professional fundraising fees
- $0
- Accounting fees
- $15,000
- Occupancy
- $18,100
- Travel
- $19,106
- Program services (functional)
- $1,066,823
- Management and general (functional)
- $183,910
- Fundraising (functional)
- $33,962
Balance sheet and other
- Total assets, start of year
- $2,802,565
- Total assets, end of year
- $3,182,551
- Total liabilities, end of year
- $196,744
- Net assets, end of year
- $2,985,807
- Gross unrelated business income
- $88,101
- Gross receipts
- $7,637,663
- Employees
- 13
- Volunteers
- 31
- Year formed
- 2001
- State of legal domicile
- CA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELYSE BRUMMER | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $195,150 |
| MONIKA LEE | VICE CHAIR Trustee or director | 2.5 | $0 |
| BOB MONTEVALDO | DIRECTOR Trustee or director | 2.5 | $0 |
| DAVID COWELL | CO-CHAIR Trustee or director | 2.5 | $0 |
| SUSAN HOUSTON | CO-CHAIR Trustee or director | 2.5 | $0 |
| MITCHELL BAILEY | DIRECTOR Trustee or director | 2.5 | $0 |
| SAN-SAN TU | DIRECTOR Trustee or director | 2.5 | $0 |
| STEVE JEFFRIES | DIRECTOR Trustee or director | 2.5 | $0 |
| ELOISA BRIONES | SECRETARY/TREASURER Trustee or director | 2.5 | $0 |
| ARIELLE HENDEL | DIRECTOR Trustee or director | 2.5 | $0 |
| FLORENCE WONG | DIRECTOR Trustee or director | 2.5 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELYSE BRUMMER | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $160,000 |
| MONIKA LEE | VICE PRESIDENT Trustee or director | 2.5 | $0 |
| BOB MONTEVALDO | SECRETARY/TREASURER Trustee or director | 2.5 | $0 |
| DAVID COWELL | DIRECTOR Trustee or director | 2.5 | $0 |
| SUSAN HOUSTON | DIRECTOR Trustee or director | 2.5 | $0 |
| MITCHELL BAILEY | PRESIDENT Trustee or director | 2.5 | $0 |
| CHET LEXVOLD | DIRECTOR Trustee or director | 2.5 | $0 |
| SHARMIN NABI | DIRECTOR Trustee or director | 2.5 | $0 |
| ELOISA BRIONES | DIRECTOR Trustee or director | 2.5 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNADETTE MELLOTT | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $152,901 |
| MONIKA LEE | VICE PRESIDENT Trustee or director | 2.5 | $0 |
| BOB MONTEVALDO | DIRECTOR Trustee or director | 2.5 | $0 |
| DENIS FAMA | DIRECTOR Trustee or director | 2.5 | $0 |
| CINDY SAFE | SECRETARY/TREASURER Trustee or director | 2.5 | $0 |
| MITCHELL BAILEY | PRESIDENT Trustee or director | 2.5 | $0 |
| CHET LEXVOLD | DIRECTOR Trustee or director | 2.5 | $0 |
| SHARMIN NABI | DIRECTOR Trustee or director | 2.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1333 MADISON AVE, REDWOOD CITY, CA 94061-1547
- Principal officer (990 for 2024)
- ELYSE BRUMMER, 1455 MADISON AVE, REDWOOD CITY, CA 94061
- Signed the 990
- ELYSE BRUMMER, EXECUTIVE DIRECTOR
- Phone
- (650) 780-5707
- Website
- WWW.OSSMC.ORG
- Return prepared by
- CGUCPA LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3397402 or by the name AGEUP INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO ACTIVELY PROVIDE ADVOCACY AND PURSUE ENHANCEMENT OF THE QUALITY OF LIFE FOR RESIDENTS OF LONG-TERM CARE FACILITIES IN THE SAN MATEO COUNTY.
Program accomplishments
- COMPLAINT INVESTIGATION AND FACILITY MONITORING: STATE CERTIFIED OMBUDSMEN MONITOR FACILITIES FOR QUALITY OF CARE, QUALITY OF LIFE AND VIOLATION OF RESIDENTS' RIGHTS. IN 2024-2025 FISCAL YEAR, THE FOLLOWING FACILITIES WERE INCLUDED IN ITS JURISDICTION: 16 NURSING HOMES,216 RESIDENTIAL CARE FACILITIES FOR THE ELDERLY, 30 INTERMEDIATE CARE FACILITIES,24 ADULT DAY HEALTH CARE PROGRAMS,125 ADULT RESIDENTIAL FACILITIES FOR THE DEVELOPMENTALLY DISABLED,TOTAL OF 412 FACILITIES WITH 9,025 RESIDENTS. OMBUDSMEN MADE A TOTAL OF 4,321 VISITS TO THE FACILITIES AND INVESTIGATED AND CLOSED 523 CASES ENCOMPASSING 573 COMPLAINTS.Expenses $640,093
- RECRUITMENT AND TRAINING: THE PROGRAM PROVIDES TRAINING TO VOLUNTEERS TO OBTAIN AND MAINTAIN STATE CERTIFICATION. THE TRAINING PROGRAM INCLUDES 36 HOURS OF CLASSROOM TRAINING FOLLOWED BY AN INTERNSHIP PERIOD OF APPROXIMATELY 10 DAYS. DURING THE INTERNSHIP, THE STUDENT OMBUDSMEN ARE PROVIDED WITH HANDS-ON GUIDANCE ON HOW TO MONITOR FACILITIES; ACCEPT, INVESTIGATE, AND DOCUMENT THEIR FINDINGS. IN ADDITION, WE PROVIDE 2 HOURS OF ON-GOING TRAINING FOR ALL OMBUDSMEN EACH MONTH. DURING FY 2024-2025 WE TRAINED AND CERTIFIED 13 NEW OMBUDSMEN WHO ACTIVELY JOINED OUR TEAM IN THE FIELD, BRINGING THE NUMBER UP TO 31 VOLUNTEER FIELD OMBUDSMEN ACTIVE IN THE PROGRAM. (CONTINUED ON SCHEDULE O)DURING THE YEAR, 31 STATE-CERTIFIED OMBUDSMEN PROVIDED A TOTAL OF 5,280 VOLUNTEER HOURS OVER THE ONE-YEAR PERIOD, VALUED AT ABOUT $184,798. IN ADDITION, WE PROVIDED 12 TWO-HOUR TRAINING SESSIONS THROUGHOUT THE YEAR TO ALL OMBUDSMEN WHO MUST ATTEND 18 HOURS OF ONGOING TRAINING EACH YEAR TO MAINTAIN STATE CERTIFICATION.Expenses $213,365
- COMMUNITY EDUCATION AND ADVOCACY: OMBUDSMAN SERVICES CONTRIBUTE TO THE OVERALL HEALTH LITERACY OF RESIDENTS IN SAN MATEO COUNTY THROUGH ITS EDUCATIONAL OUTREACH. IN FY 2024-2025 WE ACCOMPLISHED THE FOLLOWING:- HELD 75 COMMUNITY EDUCATION EVENTS EDUCATING THE GENERAL PUBLIC ON LONG-TERM CARE, THE ROLE OF THE OMBUDSMAN AND OTHER RELATED ISSUES. - PROVIDED INDIVIDUAL CONSULTATION TO 1,174 PEOPLE SEEKING INFORMATION ON OUR SERVICES OR OTHER AGING ISSUES - CONDUCTED 10 IN-SERVICE EDUCATIONAL EVENTS FOR FACILITY STAFF AND PROVIDED 434 CONSULTATION HOURS TO STAFF MEMBERS.Expenses $213,365
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3397402
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P80)
- Assets (IRS master file)
- $3,182,551
- Income (IRS master file)
- $7,637,663
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,524,822 | $1,284,695 | $3,182,551 | IRS |
| 990 | June 2024 | $1,070,602 | $1,143,775 | $2,802,565 | XML |
| 990 | June 2023 | $1,248,483 | $1,124,182 | $2,748,533 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 94-3397402).
Questions about AGEUP INC
- What is the EIN of AGEUP INC?
- The employer identification number (EIN) of AGEUP INC is 94-3397402.
- Is AGEUP INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to AGEUP INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AGEUP 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 AGEUP INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AGEUP INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of AGEUP INC?
- The 990 for the year ended June 30, 2025 names ELYSE BRUMMER.
- Who are the officers and directors of AGEUP INC?
- The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $195,150 (ELYSE BRUMMER, EXECUTIVE DIRECTOR).
- How much revenue does AGEUP INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,524,822, expenses of $1,284,695 and total assets of $3,182,551 at year end.
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All nonprofits in REDWOOD CITY · California · Human services