Civic Intelligence

Coalition of Agencies Serving the Elderly

EIN 94-2961001 • San Francisco, CA

Pub. 78 Eligible990-N Coverage

Profile

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.

PO Box 27183San Francisco, CA 94127

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$185,980

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$185,980

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

$105,447

No earlier filing loaded for comparison.

Expenses

$40,494

No earlier filing loaded for comparison.

Net Income

$64,953

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2025: $185,980Net Assets 2025: $185,9802025

Highlighted filing

2025

Assets$185,980
Liabilities-
Net Assets$185,980
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2025: $105,447Expenses 2025: $40,494Net Income 2025: $64,9532025

Highlighted filing

2025

Revenue$105,447
Expenses$40,494
Net Income$64,953
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$185,980
Liabilities
-
Net assets
$185,980
Revenue
$105,447
Expenses
$40,494
Net income
$64,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.86$1.86$1.05$0.40$0.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 9, 2026
Return Version
2025v4.1
Gross Receipts
$105,447
Mission and Program 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.

Program Services

DescriptionGrantsExpenses
Online meetings with guest speakers. Topics included legal services, managing deliverables, healthcare, and strengthening continuity and collaboration.-$4,446
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Fiona HinzeCo-ChairPT$0--
Judith DancerCo-ChairPT$0--
Ligia MontanoCo-ChairPT$0--
Christina IrvingSecretary-$0--
Koletti Leha LeremiaTreasurer-$0--
Daniel GallagherInt. Treasurer-$0--
Patty ClementBoard Member-$0--
Stepen MinorProg Comm Chair-$0--
Andrea LazorikCo-Chair-$0--
Joana MateroBoard Member-$0--
Sylvia ShermanBoard Member-$0--
Kaleda WallingBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Coalition of Agencies Serving
EIN
94-2961001
Phone
4155436222
Address
PO Box 27183, San Francisco, CA 94127

Signing Officer

Name
Andrea Lazorik
Title
Co-Chair
Signed
2026-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Harmon Burstyn CPA
Address
1012 HACIENDA DR, WALNUT CREEK, CA 94598
Preparer
Harmon Burstyn
Phone
9252863522
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $20”

Other Expenses.1012

“Insurance $196”

Other Expenses.1

“Strategic Planning Consultant $35100”

Other Expenses.2

“Admin. Consultant $4034”

Other Expenses.3

“Program Activities $706”

Other Expenses.5

“Tax $130”

Other Expenses.6

“Meeting Materials $40”

Other Expenses.7

“Zoom Account $20”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrea Lazorik
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Chair
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Coalition of Agencies Serving
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0the Elderly
ReturnHeader/Filer/BusinessNameControlTxt0COAL
ReturnHeader/Filer/EIN0942961001
ReturnHeader/Filer/PhoneNum04155436222
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ReturnHeader/Filer/USAddress/ZIPCd094127
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ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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