Claremont Senior Foundation Inc

Nonprofit profile at a glance

EIN
204620284
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Claremont, CA, USA
Phone
9096251848
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Senior Centers

Reported finances

Revenue
$96,415
Expenses
$37,894
Assets
$1,030,480
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • DONALD M PATTISON (PRESIDENT/BOARD CHAIR)
  • RICHARD FASS (VICE PRESIDENT)

People named in this filing

  • DONALD M PATTISON (PRESIDENT/BOARD CHAIR)
  • RICHARD FASS (VICE PRESIDENT)
  • PATRICIA COYE (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The organization's primary exempt purpose is to provide support for senior programs in the city of claremont.

What it reported doing in 2025

The csf provides financial support for the seniors of claremont by assisting with their health, nutrition, and wellness needs along with support for maintenance and upgrades of facilities that serve the claremont senior community. The csf, through grants to the claremont committee on aging, supports claremont senior center programming. This includes support of health, wellness, safety, and other education classes and activities for seniors. In addition, the csf provides financial support to the claremont senior emergency fund which provides emergency funding for seniors in need of grants for rent, utilities, food, and other daily living expenses.

Operating model

Revenue model
Investment-supported. 75% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. A relatively small share of total spending goes to programs and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 62
  • Transparency & Controls: 93
  • Accountability: 70
  • Sustainability: 83
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 77.3%; rating input score 77
  • Program expense ratio: 58.4%; rating input score 58
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 2 of 7 controls in place; rating input score 29
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 60.7%; rating input score 91; 91st percentile among comparable filings
  • Total-asset coverage ratio: 27.19; rating input score 86; 86th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 58; 58th percentile among comparable filings

Growth

  • Program expense growth: -2.8% per year; rating input score 0; 40th percentile among comparable filings
  • Revenue growth: 9.1% per year; rating input score 100; 84th percentile among comparable filings
  • Asset growth: 4.3% per year; rating input score 100; 60th percentile among comparable filings

Details

  • Where the money goes: 77.3% of revenue deployed · 58.4% of spending went to programs
  • Governance: 8 of 8 board members independent · 2 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $22K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 16 of 16 current checks pass
  • Schedules: 3 filed schedules · includes grants
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Program expense ratio scored 58/100.
  • High — Accountability: Governance controls: 4 of 6 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 58/100.