OMBUDSMAN SERVICES OF SAN MATEO COUNTY INC (EIN 943397402) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

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 MONITOR AND INVESTIGATE SUSPECTED ABUSE OF THE ELDERLY IN LONG-TERM CARE FACILITIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$160,000

Total Directors

$160,000

Key Employees

Highest Compensated

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

OMBUDSMAN SERVICES OF SAN MATEO COUNTY INC