OMBUDSMAN SERVICES OF SAN MATEO COUNTY INC

EIN: 943397402 501(c)(3) Human Services

REDWOOD CITY, CA

Total Revenue
$1,070,602
Total Expenses
$1,143,775
Total Assets
$2,802,565
Net Assets
$2,679,977
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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
CA
Principal Officer
ELYSE BRUMMER
Phone
6507805707
Tax Period
2023-07-01 to 2024-06-30

OMBUDSMAN SERVICES OF SAN MATEO COUNTY INC, founded in 2001, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Net assets of $2.7M represent 30 months of operating reserves.

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 Service Accomplishments

Program 1
Expenses: $371,097

COMPLAINT INVESTIGATION AND FACILITY MONITORING: STATE CERTIFIED OMBUDSMEN MONITOR FACILITIES FOR QUALITY OF CARE, QUALITY OF LIFE AND VIOLATION OF RESIDENTS' RIGHTS. IN 2023-2024 FISCAL YEAR, THE...

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COMPLAINT INVESTIGATION AND FACILITY MONITORING: STATE CERTIFIED OMBUDSMEN MONITOR FACILITIES FOR QUALITY OF CARE, QUALITY OF LIFE AND VIOLATION OF RESIDENTS' RIGHTS. IN 2023-2024 FISCAL YEAR, THE FOLLOWING FACILITIES WERE INCLUDED IN ITS JURISDICTION: 16 NURSING HOMES,217 RESIDENTIAL CARE FACILITIES FOR THE ELDERLY, 32 INTERMEDIATE CARE FACILITIES,23 ADULT DAY HEALTH CARE PROGRAMS,21 ADULT RESIDENTIAL FACILITIES FOR THE DEVELOPMENTALLY DISABLED,9 SOCIAL REHAB FACILITIES, (CONTINUED)TOTAL OF 419 FACILITIES WITH 9,025 RESIDENTS. OMBUDSMEN MADE A TOTAL OF 4,643 VISITS TO THE FACILITIES AND INVESTIGATED AND CLOSED 687 CASES ENCOMPASSING 735 COMPLAINTS.

Program 2
Expenses: $123,699

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...

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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 DUE TO THE COVID VIRUS. 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 2023-2024 WE TRAINED AND CERTIFIED 6 NEW OMBUDSMEN WHO ACTIVELY JOINED OUR TEAM IN THE FIELD, BRINGING THE NUMBER UP TO 29 VOLUNTEER FIELD OMBUDSMEN ACTIVE IN THE PROGRAM. DURING THE YEAR, 29 STATE-CERTIFIED OMBUDSMEN PROVIDED A (CONTINUED) TOTAL OF 3,737 VOLUNTEER HOURS OVER THE ONE-YEAR PERIOD, VALUED AT ABOUT $130,848. 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.

Program 3
Expenses: $123,699

COMMUNITY EDUCATION AND ADVOCACY: OMBUDSMAN SERVICES CONTRIBUTE TO THE OVERALL HEALTH LITERACY OF RESIDENTS IN SAN MATEO COUNTY THROUGH ITS EDUCATIONAL OUTREACH. IN FY 2023-2024 WE ACCOMPLISHED THE...

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COMMUNITY EDUCATION AND ADVOCACY: OMBUDSMAN SERVICES CONTRIBUTE TO THE OVERALL HEALTH LITERACY OF RESIDENTS IN SAN MATEO COUNTY THROUGH ITS EDUCATIONAL OUTREACH. IN FY 2023-2024 WE ACCOMPLISHED THE FOLLOWING:- HELD 104 COMMUNITY EDUCATION EVENTS EDUCATING THE GENERAL PUBLIC ON LONG-TERM CARE, THE ROLE OF THE OMBUDSMAN AND OTHER RELATED ISSUES. - PROVIDED INDIVIDUAL CONSULTATION TO 930 PEOPLE SEEKING INFORMATION ON OUR SERVICES OR OTHER AGING ISSUES - CONDUCTED 10 IN-SERVICE EDUCATIONAL EVENTS FOR FACILITY STAFF AND PROVIDED 404 CONSULTATION HOURS TO STAFF MEMBERS.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $858,844
Program Service Revenue $0
Investment Income $80,910
Other Revenue $130,848
TOTAL REVENUE $1,070,602

Expense Breakdown

Grants Paid $0
Salaries & Benefits $833,990
Fundraising Expenses $0
Program Expenses $618,495
Other Expenses $309,785
TOTAL EXPENSES $1,143,775

Year-over-Year Comparison

2023 2022 Change
Revenue $1,070,602 $1,248,483 -0.1%
Expenses $1,143,775 $1,124,182 +0.0%
Net Income $-73,173 $124,301 -1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
8
Independent Members
8
Employees
16
Volunteers
29

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$160,000
Total Directors
9
$160,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MONIKA LEE VICE PRESIDENT 2.50
Director
$0 $0 $0
BOB MONTEVALDO SECRETARY/TREASURER 2.50
Director
$0 $0 $0
DAVID COWELL DIRECTOR 2.50
Director
$0 $0 $0
SUSAN HOUSTON DIRECTOR 2.50
Director
$0 $0 $0
MITCHELL BAILEY PRESIDENT 2.50
Director
$0 $0 $0
ELYSE BRUMMER EXECUTIVE DIRECTOR 40.00
Officer Director
$160,000 $0 $160,000
CHET LEXVOLD DIRECTOR 2.50
Director
$0 $0 $0
SHARMIN NABI DIRECTOR 2.50
Director
$0 $0 $0
ELOISA BRIONES DIRECTOR 2.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $1,070,602 $1,143,775 $2,802,565 $-73,173
2023 $1,235,230 $1,124,182 $2,735,280 $111,048
2023 $1,248,483 $1,124,182 $2,748,533 $124,301
2022 $1,192,975 $1,099,920 $2,767,533 $93,055
2021 $1,193,885 $992,338 $3,210,533 $201,547
2020 $1,103,445 $999,149 $2,604,531 $104,296
2019 $978,198 $1,060,182 $2,456,796 $-81,984
2018 $975,877 $1,026,270 $2,488,545 $-50,393
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