Senior Medi-Benefits

EIN 94-3083281 • 501(c)3 • Berkeley, CA

Profile

Benefits programs for neglected Elderly and Special Needs Individuals facing dire needs situations

3195 Adeline StreetBerkeley, CA 94703

www.seniormedi-benefits.org

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

-4.4%

Higher net margin than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

$82,200

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 51.8% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

-15%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

-13%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$26,171

Down $4,899 (-16%) from 2024

Liabilities

Flat

Flat from 2024

Net Assets

Down

$26,171

Down $4,899 (-16%) from 2024

Operations

Liabilities / Revenue61st percentile Net Margin37th percentile

Revenue

$125,341

Up $11,157 (+9.8%) from 2024

Expenses

$130,240

Up $12,005 (+10%) from 2024

Net Income

Down

-$4,899

Down $848 (-21%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

Highlighted filing

2025

Assets$26,171

Liabilities$0

Net Assets$26,171

Open 2025 Filing

Operations Trend

Revenue Growth38th percentile

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

Highlighted filing

2025

Revenue$125,341

Expenses$130,240

Net Income-$4,899

Open 2025 Filing

Filings

Most recent year

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

Open filing

Assets: $26,171
Liabilities: $0
Net assets: $26,171
Revenue: $125,341
Expenses: $130,240
Net income: -$4,899

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.26	$0.00	$0.26	$1.25	$1.30	$0.05
2024Detailed filing. Detailed filing data is available for this year.	$0.31	$0.00	$0.31	$1.14	$1.18	$0.04
2023Detailed filing. Detailed filing data is available for this year.	$0.35	$0.00	$0.35	$1.39	$1.45	$0.06
2022Detailed filing. Detailed filing data is available for this year.	$0.41	$0.00	$0.41	$1.59	$1.70	$0.12
2021Detailed filing. Detailed filing data is available for this year.	$0.53	$0.00	$0.53	$1.92	$1.93	$0.01
2020Summary only. Only limited summary data is available for this year.	$0.54	$0.00		$1.59	$1.58	$0.00
2019Summary only. Only limited summary data is available for this year.	$0.53	$0.00		$1.68	$1.79	$0.11
2018Summary only. Only limited summary data is available for this year.	$0.64	$0.00		$1.47	$1.44	$0.03
2017Summary only. Only limited summary data is available for this year.	$0.61	$0.00		$1.79	$1.79	$0.00
2016Summary only. Only limited summary data is available for this year.	$0.61	$0.00		$1.61	$1.73	$0.11
2015Summary only. Only limited summary data is available for this year.	$0.72	$0.00		$1.67	$1.61	$0.06
2014Summary only. Only limited summary data is available for this year.	$0.66	$0.00		$1.73	$1.76	$0.03
2013Summary only. Only limited summary data is available for this year.	$0.70	$0.00		$1.73	$1.86	$0.13
2012Summary only. Only limited summary data is available for this year.	$0.83	$0.00		$1.86	$1.78	$0.08
2011Summary only. Only limited summary data is available for this year.	$0.75	$0.00		$1.89	$1.81	$0.08

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2025 to Dec 31, 2025
Signed: Feb 23, 2026
Return Version: 2025v4.0
Gross Receipts: $125,341

Mission and Program Overview

Mission

Benefits programs for neglected Elderly and special needs individuals facing dire needs situations

Program Services

Description	Grants	Expenses
Special needs pooled trust, (d)4 (c) Grantor's type trust for special needs individuals under 65 and in unique dire needs life situations, focusing on SSI supplemental needs guidelines and benefits retention along with life improvement; 35 individuals helped, ongoing services	$0	$52,000
Case management: specialized and focused work with individuals, organizing, planning and executing their benefits solutions and other important supplemental needs situations; 36 individuals/ families helped.	$0	$42,000
Community Outreach: benefits knowledge, free and ongoing consultations for disadvantaged individuals, focussing on near poverty elders and seniors,and under 65 special needs disabled and their families, 280 individuals annually	$0	$36,240

Compensation and Service Providers

Top Officer Pay99th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Matthew Olesen	Executive Director	FT	$88,500	-	$88,500
Arleen Goodwin	Director	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Senior Medi-benefits
EIN: 94-3083281
Phone: 5104200550
Address: 3195 Adeline Street, Berkeley, CA 94703

Signing Officer

Name: Matthew Olesen
Title: Executive Director
Phone: 5104200550
Signed: 2026-02-23

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Bank Fees;710|Compliance and Regulatory;51|Equipment Repairs;400|Marketing Business Development Advertising;5776|Meeting and Gifts;785|Payroll Fees;4862|Payroll Taxes;6882|Petty Cash;1700|Office Cleaning;350|Office Furniture and Improvements;4200|Office Supplies and Ink;1149|Software and Cybersecurity;2150|Tax and License;30|Telco and Internet Services;3689|Web Site Hosting;839|Web Site Registration;476|Web certificate and security;287|Insurance Premiums;526^Total;34862^”

Raw XML Appendix163 raw XML fields

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Director
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IRS990EZ/PoliticalCampaignActyInd	0	0
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IRS990EZ/PrintingPublicationsPostageAmt	0	528
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No mirrored PDF or thumbnail assets are attached yet.