Coalition of Agencies Serving the Elderly
Nonprofit profile at a glance
- EIN
- 942961001
- IRS 990-EZ coverage
- 2025–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2024
- Location
- San Francisco, CA, USA
- Phone
- 4155436222
- Rating
- 48
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $105,447
- Expenses
- $40,494
- Assets
- $185,980
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
12 people listed
People named in this filing
- Fiona Hinze (Co-Chair)
- Judith Dancer (Co-Chair)
- Ligia Montano (Co-Chair)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Coalition of Agencies Serving the Elderly (CASE) engages the provider community in advocacy efforts to inform and influence public policy to sustain and enhance services for seniors and adults with disabilities. CASE is a public voice for seniors, adults with disabilities, and service providers, and provides leadership, information and expertise on public policy and issues affecting older adults and adults with disabilities in San Francisco.
What it reported doing in 2025
Online meetings with guest speakers. Topics included legal services, managing deliverables, healthcare, and strengthening continuity and collaboration.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 7
- Transparency & Controls: 100
- Sustainability: 80
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 4.2%; rating input score 4
- Program expense ratio: 11%; rating input score 11
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 61.6%; rating input score 95; 95th percentile among comparable filings
- Total-asset coverage ratio: 4.59; rating input score 95; 95th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 4.2% of revenue deployed · 11% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $4K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- 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.
- High — Financial Efficiency: Mission deployment rate scored 4/100.
- High — Financial Efficiency: Program expense ratio scored 11/100.