KEIRO SERVICES: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KEIRO SERVICES (EIN 95-4022185)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-05-10
- IRS object ID
- 202401319349302550
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T10:14:56-05:00 | ReturnTs |
| Tax Period End | 2023-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954022185 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEIRO SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEIR | BusinessNameControlTxt |
| Phone | 2138735700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 EAST THIRD STREET 1000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEVERLY ITO | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2138735700 | PhoneNum |
| Signature | 2024-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BEVERLY | PersonFirstNm |
| Person Last | ITO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2024-03-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEIRO SENIOR HEALTHCARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BEVERLY ITO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 EAST THIRD STREET 1000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $99,727,715 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KEIRO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | KEIRO'S MISSION IS TO ENHANCE THE QUALITY OF SENIOR LIFE IN OUR COMMUNITY. (SEE PART III LINE 1) | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 86 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $924,244 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,550,854 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $590,913 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,648,265 | CYInvestmentIncomeAmt |
| PY Other Revenue | $70,598 | PYOtherRevenueAmt |
| CY Other Revenue | $126 | CYOtherRevenueAmt |
| PY Total Revenue | $1,585,755 | PYTotalRevenueAmt |
| CY Total Revenue | $8,199,245 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $250,192 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $300,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,800,656 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,877,582 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $256,770 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,280,416 | PYOtherExpensesAmt |
| CY Other Expenses | $2,459,249 | CYOtherExpensesAmt |
| PY Total Expenses | $4,331,264 | PYTotalExpensesAmt |
| CY Total Expenses | $4,636,831 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,745,509 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,562,414 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $81,082,644 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,003,335 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $247,664 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $950,412 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $80,834,980 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $84,052,923 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | KEIRO'S MISSION IS TO ENHANCE THE QUALITY OF SENIOR LIFE IN OUR COMMUNITY. FOUNDED IN 1961, KEIRO IMPROVES THE QUALITY OF LIFE FOR OLDER ADULTS AND THEIR CAREGIVERS IN THE JAPANESE AMERICAN COMMUNITIES OF LOS ANGELES, ORANGE, AND VENTURA COUNTIES. KEIRO PROVIDES A RANGE OF CULTURALLY-SENSITIVE PROGRAMS AND RESOURCES, IN BOTH ENGLISH AND JAPANESE, TO MEET THE EVOLVING NEEDS OF OUR AGING COMMUNITY. IN EVERYTHING WE DO, WE ADVANCE OUR MISSION THROUGH A PERSON-CENTERED, INNOVATIVE, AND COLLABORATIVE APPROACH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,047,565 | ExpenseAmt |
| Grant | $300,000 | GrantAmt |
| Desc | 1) CONDUCTED AND ORGANIZED WELLNESS PROGRAMS AND HEALTH EDUCATION FOR A TOTAL OF 1,560 HOURS OF CLASSES, SERVING 1,451 INDIVIDUALS VIRTUALLY AND IN PERSON. PROGRAM TOPICS INCLUDED EMERGENCY PREPAREDNESS, FIRST-AID, SENIOR SCAMS, FALL PREVENTION, MINDFULNESS, TECHNOLOGY SUPPORT, OVERALL WELLNESS, AND OTHER SUBJECTS RELATED TO HEALTHY AGING AND QUALITY OF LIFE.2) AWARDED $300,000 IN GRANTS TO 32 NONPROFIT ORGANIZATIONS IN SUPPORT OF ENHANCING QUALITY OF LIFE AMONG JAPANESE AMERICAN AND JAPANESE OLDER ADULTS AND CAREGIVERS IN SOUTHERN CALIFORNIA. SUPPORTED PROGRAMS INCLUDING OUTREACH TO ISOLATED OLDER ADULTS, MEAL DELIVERY, CAPACITY BUILDING, WELLNESS PROGRAMS, AND CARE PROVISION TO SUPPORT SOCIAL CONNECTIONS FOR OLDER ADULTS AND CAREGIVERS IN THEIR RESIDENCES. CONDUCTED THREE EDUCATIONAL WEBINARS FOR ORGANIZATION LEADERS AND COMMUNITY MEMBERS INTERESTED IN APPLYING FOR KEIRO GRANTS.3) SUPPORTED RESIDENTS OF CARE FACILITIES FORMERLY OWNED BY KEIRO AND THREE ADDITIONAL CARE FACILITIES SERVING JAPANESE AMERICAN AND JAPANESE OLDER ADULTS. PROVIDED 107 CULTURALLY-SENSITIVE ENTERTAINMENT PROGRAMS AND SUPPORTED TRADITIONAL HOLIDAY CELEBRATIONS. PROVIDED ART AND MEMORY ENHANCING SUPPLIES TO ENRICH THE ACTIVITES PROGRAMS, AS WELL AS JAPANESE SNACKS, MEALS AND OTHER FOOD ITEMS TO PROMOTE THE QUALITY OF LIFE FOR OLDER ADULTS RESIDING IN CARE FACILITIES.4) PROVIDED CASE MANAGEMENT/REFERRAL SERVICES TO 88 COMMUNITY MEMBERS, INCLUDING PLACEMENT IN LONG-TERM CARE FACILITIES, LOCATING IN-HOME CARE AGENCIES AND ACCESSING SERVICES.5) IYASHI CARE - PARTNERED WITH PROVIDENCE HEALTH & SERVICES TO PROVIDE CULTURALLY SENSITIVE PALLIATIVE CARE TO OLDER ADULTS WITH SERIOUS ILLNESSES AND/OR DEBILITATING SYMPTOMS, AND SUPPORT FOR THEIR FAMILIES. THE PROGRAM PROVIDES A TEAM COMPOSED OF BILINGUAL-SPEAKING DOCTORS, NURSES, AND SOCIAL WORKERS THAT VISITS PATIENTS AT THEIR HOMES OR CARE FACILITY TO PROVIDE CLINICAL CARE AND SOCIAL SERVICES. ALSO PROVIDED SEVEN PRESENTATIONS FOR COMMUNITY EDUCATION ON THE PROGRAM AND HOW TO ACCESS RESOURCES.6) PARTNERED WITH LITTLE TOKYO SERVICE CENTER TO PROVIDE A CLIENT ASSISTANCE FUND FOR OLDER ADULTS WITH LIMITED RESOURCES, DEVELOPED A CAREGIVER SUPPORT GROUP FACILITATOR TRAINING, AND PROVIDED 2,194 HOURS OF MENTAL HEALTH COUNSELING AND CASE MANAGEMENT SERVICES TO OLDER ADULTS WITH LIMITED RESOURCES. THE CLIENT ASSISTANCE FUND PROVIDED A SAFETY NET FOR INDIVIDUALS WITH EMERGENCY SHORT TERM NEEDS FOR HOUSING, FOOD, MEDICINES AND OTHER LIFE ESSENTIALS. CAREGIVER SUPPORT GROUP FACILITATOR TRAINING MANUAL WAS FINALIZED TO ALLOW FOR FUTURE TRAININGS. THE MENTAL HEALTH COUNSELING PROVIDED EXPANDED SERVICES TO JAPANESE LOW-INCOME OLDER ADULTS SUFFERING WITH MAJOR LIFE STRESSORS AND CONDITIONS SUCH AS CLINICAL DEPRESSSION, ANXIETY, VARIOUS PHOBIAS, AND OBSSESIVE COMPULSIVE DISORDER.7) HOSTED THE SIXTH ANNUAL KEIRO NO HI FESTIVAL IN PERSON IN LITTLE TOKYO FOR THE FIRST TIME POST-PANDEMIC SINCE 2019. KEIRO NO HI IS AN ESTABLISHED HOLIDAY IN JAPAN TO CELEBRATE OLDER ADULTS. THE FESTIVAL WAS ATTENDED BY 500 OLDER ADULTS, CAREGIVERS, AND VOLUNTEERS. THE EVENT INCLUDED PERFORMANCES BY LOCAL OLDER ADULT GROUPS, INTERACTIVE PHOTO OPPORTUNITIES, AND EDUCATIONAL SEMINARS HOSTED DURING THE PROGRAM. THIS TRADITIONAL HOLIDAY EVENT ALSO PROVIDED ACTIVITIES AND OPPORTUNITIES FOR OLDER ADULTS TO BE CELEBRATED AND HONORED.8) HOSTED AN IN-PERSON CAREGIVER CONFERENCE IN ORANGE COUNTY TO PROVIDE RESOURCES FOR 200 REGISTERED FAMILY CAREGIVERS. PRESENTATIONS INCLUDED DIRECT CAREGIVING SKILLS DEMONSTRATIONS, COMMUNICATION WORKSHOPS, COMPASSION & PATIENCE BUILDING BREAKOUTS, AND A KEYNOTE DETAILING "TOP THINGS I WISH I KNEW BEFORE CAREGIVING". RESOURCES WERE SHARED WITH PRESENTATIONS REPRESNTING A RANGE OF SERVICES FROM HOME CARE SERVICES, LOCAL AGING RESOURCES, PALLIATIVE CARE, AND OTHER PLANNING SERVICES.9) HOSTED AN INAUGURAL MEMORY CAFE THAT INVITED 7 FAMILY CAREGIVERS AND THEIR LOVED ONES TO GAIN RESOURCES AND AN OPPORTUNITY TO ATTEND AN OUTING WITH THEIR LOVED ONES. EMPLOYED THE USE OF MUSIC AND OTHER MEANS TO STIMULATE ENGAGEMENT AND PARTICIPATION BY THOSE WHO HAVE EXHPERIENCED COGNITIVE IMPAIRMENT RELATED TO MEMORY LOSS. PROVIDED RESOURCES AND RELEVANT TOOLS INCLUDING TIP SHEETS AND ITEMS TO HELP SUPPORT CAREGIVING RESPONSIBILITIES.10) DIRECTLY WORKED WITH 86 VOLUNTEERS TO PROVIDE HEALTH AND WELLNESS PROGRAMS THROUGHOUT THE YEAR IN VARIOUS CLASSES, CONFERENCE EVENTS, AND COMMUNITY PROGRAMS. STEWARDED THESE VOLUNTEERS TO ENHANCE KEIRO'S ACTIVITIES WHILE PROVIDING EDUCATIONALLY- ENGAGING PROGRAMS TO THE COMMUNITY'S OLDER ADULTS AND CAREGIVERS.11) PARTNERED WITH EAST SAN GABRIEL VALLEY JAPANESE COMMUNITY CENTER TO DEVELOP A LICENSED SOCIAL MODEL ADULT DAY PROGRAM FOR OLDER ADULTS LIVING IN THE COMMUNITY. ADULT DAY PROGRAM RECEIVED LICENSING APPROVAL.12) ORGANIZED AND CONDUCTED EDUCATION PROGRAMS FOR YOUNGER GENERATIONS TO PREPARE FOR CAREGIVING AND THE AGING OF THEIR FAMILIES. | Desc |
| Total Program Service Expenses | $3,047,565 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 21 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEVERLY ITO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2138735700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 EAST THIRD STREET 1000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90013 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GENE KANAMORI - RETIRED 1222 | ||||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | Yes (X) | Yes (X) | $215,016 | $0 | $12,245 | |
| BRAD FUJIKUNI | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | Yes (X) | $137,032 | $0 | $24,440 | ||
| KEVIN ONISHI | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | Yes (X) | $132,130 | $0 | $7,068 | ||
| MICHELLE HIRANO | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $111,868 | $0 | $9,372 | Yes (X) | ||
| BEVERLY ITO | ||||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | Yes (X) | Yes (X) | $43,329 | $0 | $0 | |
| LYNN MIYAMOTO | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JACK KURIHARA | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS IINO | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GERALD FUKUI | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GERALD ISEDA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RON TAKASUGI | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS KOMAI | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG AIHARA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA CHAO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMIKO FUJITA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAIRE KOGA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| YUKARI ROBERTS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA SUGIMOTO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERNEST DOIZAKI | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $639,375 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $53,125 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANGELES INVESTMENT ADVISORS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 SANTA MONICA BLVD STE 650 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMENT | ServicesDesc |
| Compensation | $198,202 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,550,854 | AllOtherContributionsAmt |
| Noncash Contributions | $7,643 | NoncashContributionsAmt |
| Total Contributions | $1,550,854 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,762,577 | TotalRevenueColumnAmt |
| Exclusion | $1,762,577 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $96,414,158 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $91,528,470 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,885,688 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,885,688 | TotalRevenueColumnAmt |
| Exclusion | $4,885,688 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $126 | TotalRevenueColumnAmt |
| Exclusion | $126 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $126 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,199,245 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,648,391 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,000 | TotalAmt |
| Program Services | $300,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $590,009 | TotalAmt |
| Program Services | $270,254 | ProgramServicesAmt |
| Management And General | $259,832 | ManagementAndGeneralAmt |
| Fundraising | $59,923 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,016,190 | TotalAmt |
| Program Services | $660,108 | ProgramServicesAmt |
| Management And General | $240,204 | ManagementAndGeneralAmt |
| Fundraising | $115,878 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,006 | TotalAmt |
| Program Services | $29,202 | ProgramServicesAmt |
| Management And General | $12,011 | ManagementAndGeneralAmt |
| Fundraising | $5,793 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,305 | TotalAmt |
| Program Services | $55,299 | ProgramServicesAmt |
| Management And General | $38,470 | ManagementAndGeneralAmt |
| Fundraising | $18,536 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,072 | TotalAmt |
| Program Services | $66,408 | ProgramServicesAmt |
| Management And General | $33,503 | ManagementAndGeneralAmt |
| Fundraising | $12,161 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,110 | TotalAmt |
| Management And General | $55,110 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,819 | TotalAmt |
| Management And General | $42,819 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,984 | TotalAmt |
| Management And General | $98,984 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,776 | TotalAmt |
| Program Services | $127,601 | ProgramServicesAmt |
| Management And General | $221,175 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,453 | TotalAmt |
| Program Services | $8,453 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,941 | TotalAmt |
| Program Services | $19,622 | ProgramServicesAmt |
| Management And General | $18,319 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,670 | TotalAmt |
| Program Services | $18,670 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,071 | TotalAmt |
| Program Services | $150,321 | ProgramServicesAmt |
| Management And General | $101,750 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,529 | TotalAmt |
| Program Services | $6,166 | ProgramServicesAmt |
| Management And General | $21,412 | ManagementAndGeneralAmt |
| Fundraising | $951 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,261 | TotalAmt |
| Program Services | $3,691 | ProgramServicesAmt |
| Management And General | $16,570 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,645 | TotalAmt |
| Management And General | $24,645 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,337 | TotalAmt |
| Management And General | $51,337 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STRATEGIC PARTNERSHIPS | $1,014,470 | $1,014,470 | ||
| COMMUNITY DEVELOPMENT | $294,824 | $294,824 | ||
| FEASABILITY STUDIES | $38,063 | $38,063 | ||
| EQUIPMENT | $31,100 | $17,129 | $13,922 | $49 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,196 | TotalAmt |
| Program Services | $5,347 | ProgramServicesAmt |
| Management And General | $44,370 | ManagementAndGeneralAmt |
| Fundraising | $43,479 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,636,831 | TotalAmt |
| Program Services | $3,047,565 | ProgramServicesAmt |
| Management And General | $1,332,496 | ManagementAndGeneralAmt |
| Fundraising | $256,770 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $723,419 | BOYAmt |
| EOY | $801,413 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $808,794 | BOYAmt |
| EOY | $911,203 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,953 | BOYAmt |
| EOY | $82,684 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $636,667 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $538,027 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,285 | BOYAmt |
| EOY | $98,640 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,139,825 | BOYAmt |
| EOY | $80,474,832 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,350,179 | BOYAmt |
| EOY | $251,679 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $747,322 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,849,189 | BOYAmt |
| EOY | $1,635,562 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,082,644 | BOYAmt |
| EOY | $85,003,335 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,664 | BOYAmt |
| EOY | $188,537 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $761,875 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,664 | BOYAmt |
| EOY | $950,412 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,475,548 | BOYAmt |
| EOY | $59,198,870 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,359,432 | BOYAmt |
| EOY | $24,854,053 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,834,980 | BOYAmt |
| EOY | $84,052,923 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,082,644 | BOYAmt |
| EOY | $85,003,335 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,562,414 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$198,288 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$146,183 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $531,386 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $743,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,267,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $924,244 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,550,854 | CurrentTaxYearAmt |
| Total | $5,016,558 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $531,386 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $743,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,267,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $924,244 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,550,854 | CurrentTaxYearAmt |
| Total | $5,016,558 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,250 | CurrentTaxYearAmt |
| Total | $197,600 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,250 | CurrentTaxYearAmt |
| Total | $197,600 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,818,958 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $351,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $128,368 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $169,296 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $478,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,762,577 | CurrentTaxYearAmt |
| Total | $2,889,521 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $351,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $128,368 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $169,296 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $478,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,762,577 | CurrentTaxYearAmt |
| Total | $2,889,521 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $70,598 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126 | CurrentTaxYearAmt |
| Total | $70,724 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $882,437 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $871,387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,436,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,473,071 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,313,557 | CurrentTaxYearAmt |
| Total | $7,976,803 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.60410 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93640 | PublicSupportPY509Pct |
| Investment Income CY | 0.36220 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05970 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests PY509 | Yes (X) | ThirtyThrPctSuprtTestsPY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,714,859 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,489,099 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $20,203,958 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,836,989 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$5,122,130 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $18,714,859 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,652,811 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,184,178 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $23,836,989 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,006,112 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,646,699 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $18,652,811 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,538,575 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,467,537 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $17,006,112 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.52613 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.47387 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,475 | OtherCostOrOtherBasisAmt |
| Book Value | $19,475 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $236,382 | OtherCostOrOtherBasisAmt |
| Depreciation | $236,382 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $315,310 | OtherCostOrOtherBasisAmt |
| Depreciation | $301,645 | DepreciationAmt |
| Book Value | $13,665 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,500 | OtherCostOrOtherBasisAmt |
| Book Value | $65,500 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $98,640 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $761,875 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $761,875 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,631,240 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$198,288 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $450 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$146,183 | OtherRevenueAmt |
| Revenue Not Reported | -$344,021 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,975,261 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $223,984 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $223,984 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,199,245 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,413,297 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $450 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $450 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,412,847 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $223,984 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $223,984 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,636,831 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | KEIRO'S ENDOWMENT CONSISTS OF THE LIVING TREASURES ENDOWMENT FUND (THE "ENDOWMENT"), ESTABLISHED TO ENSURE THAT KEIRO IS FUNDED TO CONTINUE TO MEET ITS MISSION TO ENHANCE THE QUALITY OF SENIOR LIFE IN OUR COMMUNITY. KEIRO HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A RELATIVELY PREDICTABLE AND STABLE STREAM OF FUNDING TO PROGRAMS AND PROJECTS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. |
| PART X, LINE 2: | KEIRO RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. DURING THE YEAR ENDED OCTOBER 31, 2023, KEIRO PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT IDENTIFY ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MIGHT HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF CHARITABLE REMAINDER UNITRUST AGREEMENTS -146,183. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (25 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ORANGE COUNTY JAPANESE AMERICAN ASSOCIATION | ||||||||
| 17332 IRVINE BLVD STE 160 | TUSTIN | CA | 92780 | 330271323 | 501(C)(3) | $17,280 | $0 | TO SUPPORT OCJAA'S PROGRAM INITIATIVES TO KEEP OLDER ADULT AND CAREGIVER MEMBERS CONNECTED IN 2023 |
| LITTLE TOKYO NUTRITION SERVICES | ||||||||
| 244 S SAN PEDRO ST STE 408 | LOS ANGELES | CA | 90012 | 760794434 | 501(C)(3) | $16,400 | $0 | TO SUPPORT LTNS'S STAFFING AND DAILY MEAL DELIVERY PROGRAMS IN 2023 |
| ORANGE COUNTY BUDDHIST CHURCH | ||||||||
| 909 S DALE AVE | ANAHEIM | CA | 92804 | 330220817 | TEMPLE | $16,320 | $0 | TO SUPPORT OCBC'S TWICE MONTHLY MEAL PROGRAM FOR HOMEBOUND OLDER ADULTS IN 2023 |
| OXNARD BUDDHIST TEMPLE | ||||||||
| 250 SOUTH H ST | OXNARD | CA | 93030 | 941498382 | TEMPLE | $15,000 | $0 | TO SUPPORT OBT'S ADA SENIOR ACCESSIBILITY PROJECT IN 2023 |
| CERRITOS BAPTIST CHURCH | ||||||||
| PO BOX 3967 | CERRITOS | CA | 90703 | 330052827 | CHURCH | $14,240 | $0 | TO SUPPORT CBC'S MEAL, OUTREACH, AND TRANSPORTATION IN 2023 |
| LONG BEACH BUDDHIST CHURCH | ||||||||
| 2360 SANTA FE AVE | LONG BEACH | CA | 90810 | 300644424 | TEMPLE | $13,546 | $0 | TO SUPPORT LBBC'S OUTREACH AND MEAL PROGRAMS IN 2023 |
| ZENSHUJI SOTO MISSION | ||||||||
| 123 S HEWITT ST | LOS ANGELES | CA | 90012 | 951782838 | TEMPLE | $13,075 | $0 | TO SUPPORT ZENSHUJI'S SENIOR WELLNESS VIA EXERCISE AND TECHNOLOGY SUPPORT IN 2023 |
| LONG BEACH JAPANESE CULTURAL CENTER | ||||||||
| 1480 E MARSHALL PL | LONG BEACH | CA | 90807 | 953416426 | 501(C)(3) | $13,000 | $0 | TO SUPPORT LBJCC'S SENIOR LUNCH PROGRAMS IN 2023 |
| PASADENA NIKKEI SENIORS | ||||||||
| 595 N LINCOLN AVE STE 101-A | PASADENA | CA | 91103 | 954524711 | 501(C)(3) | $13,000 | $0 | TO SUPPORT PNS' MEAL PROGRAMS AND TRANSPORTATION NEEDS IN 2023 |
| PASADENA BUDDHIST TEMPLE | ||||||||
| 1993 GLEN AVE | PASADENA | CA | 91103 | 942251767 | TEMPLE | $12,300 | $0 | TO SUPPORT PBT'S MEAL AND MOVEMENT PROGRAMS KEEPING OLDER ADULTS CONNECTED IN 2023 |
| CHATSWORTH WEST UNITED METHODIST CHURCH | ||||||||
| 10824 TOPANGA CANYON BLVD | CHATSWORTH | CA | 91311 | 952873050 | CHURCH | $12,000 | $0 | TO SUPPORT CHATSWORTH WEST UMC'S KITCHEN STOVE REMODEL PROJECT TO SERVE SENIOR MEMBERS IN 2023 |
| VENICE HONGWANJI BUDDHIST TEMPLE | ||||||||
| 12371 BRADDOCK DR | CULVER CITY | CA | 90230 | 371493889 | TEMPLE | $12,000 | $0 | TO SUPPORT VHBT'S CAREGIVER, OUTREACH, AND MEAL/SUPPLY DELIVERY PROGRAMS IN 2023 |
| VENICE JAPANESE COMMUNITY CENTER | ||||||||
| 12448 BRADDOCK DR | LOS ANGELES | CA | 90066 | 956220754 | 501(C)(3) | $11,995 | $0 | TO SUPPORT VJCC'S SENIOR WELLNESS PROGRAMS IN 2023 |
| EAST SAN GABRIEL VALLEY JAPANESE COMMUNITY CENTER | ||||||||
| 1203 W PUENTE AVE | WEST COVINA | CA | 91790 | 956100417 | 501(C)(3) | $11,925 | $0 | TO SUPPORT LEISURE CLUB'S SENIOR LUNCHES IN 2023 |
| EAST SAN GABRIEL VALLEY JAPANESE COMMUNITY CENTER | ||||||||
| 1203 W PUENTE AVE | WEST COVINA | CA | 91790 | 956100417 | 501(C)(3) | $11,775 | $0 | TO SUPPORT ESGVJCC'S SENIOR WELLNESS PROGRAM IN 2023 |
| GARDENA VALLEY JAPANESE CULTURAL INSTITUTE | ||||||||
| 1964 W 162ND ST | GARDENA | CA | 90247 | 956197597 | 501(C)(3) | $10,327 | $0 | TO SUPPORT GVJCI'S SMARTPHONE & TABLET EDUCATIONAL CLASSES IN 2023 |
| WEST LOS ANGELES BUDDHIST TEMPLE | ||||||||
| 2003 CORINTH AVE | LOS ANGELES | CA | 90025 | 956062781 | TEMPLE | $10,320 | $0 | TO SUPPORT WLABT'S MEAL AND CARE PACKAGE DELIVERY PROGRAMS IN 2023 |
| CHARANPORAN USA INC | ||||||||
| 4733 TORRANCE BLVD 768 | TORRANCE | CA | 90503 | 872811563 | 501(C)(3) | $7,000 | $0 | TO SUPPORT CHARANPORAN'S QUARTERLY JAPANESE NEWSLETTERS IN 2023 |
| SAN FERNANDO VALLEY JAPANESE AMERICAN COMMUNITY CENTER | ||||||||
| 12953 BRANFORD ST | PACOIMA | CA | 91331 | 237099079 | 501(C)(3) | $6,450 | $0 | TO SUPPORT SFVJACC'S MEAL PROGRAMS FOR OLDER MEMBERS IN 2023 |
| FIRST PRESBYTERIAN CHURCH ALTADENA | ||||||||
| 2775 LINCOLN AVE | ALTADENA | CA | 91001 | 952497520 | CHURCH | $6,300 | $0 | TO SUPPORT FPC ALTADENA'S SENIOR WELLNESS PROGRAMS IN 2023 |
| JAPANESE AMERICAN CHRISTIAN CHAPEL | ||||||||
| 300 MISSION DR | CAMARILLO | CA | 93010 | 770348463 | CHURCH | $6,000 | $0 | TO SUPPORT JACC'S PATIO COVER PROJECT TO MAKE SERVICES FOR SENIORS ACCESSIBLE IN 2023 |
| WEST LOS ANGELES UNITED METHODIST CHURCH | ||||||||
| 1913 PURDUE AVE | LOS ANGELES | CA | 90025 | 952798693 | CHURCH | $6,000 | $0 | TO SUPPORT WLAUMC'S MONTHLY MEAL PROGRAM FOR OLDER ADULTS IN 2023 |
| VENTURA COUNTY JACL | ||||||||
| 32103 BEACHVIEW LANE | WESTLAKE VILLAGE | CA | 91362 | 953259973 | 501(C)(3) | $5,700 | $0 | TO SUPPORT VENTURA COUNTY JACL'S CORE OPERATIONS AND CAPACITY BUILDING TO REACH SENIORS IN 2023 |
| SAN FERNANDO VALLEY JAPANESE AMERICAN COMMUNITY CENTER | ||||||||
| 12953 BRANFORD ST | PACOIMA | CA | 91331 | 237099079 | 501(C)(3) | $5,450 | $0 | TO SUPPORT SFVJACC'S EFFORTS TO KEEP MEMBERS SOCIALLY CONNECTED THROUGH FIELD TRIPS IN 2023 |
| LOS ANGELES HOMPA HONGWANJI BUDDHIST TEMPLE BWA | ||||||||
| 815 E FIRST ST | LOS ANGELES | CA | 90012 | 956118925 | TEMPLE | $5,425 | $0 | TO SUPPORT LAHHBT'S TAI CHI/QIGONG CLASSES TO KEEP OLDER ADULTS ACTIVE IN 2023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 32 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | KEIRO FUNDS QUALIFIED NON-PROFIT ORGANIZATIONS AND GROUPS THROUGH A COMPETITIVE, COMMUNITY-BASED REVIEW PROCESS WITH THE GOAL OF EXTENDING RESOURCES TO SERVE THE MOST VULNERABLE OLDER ADULTS IN THE JAPANESE AMERICAN AND JAPANESE COMMUNITY. WITH THE SPECIFIC FOCUS ON SUPPORTING PROGRAMS THAT ENHANCE QUALITY OF LIFE, THE GRANTS REVIEW COMMITTEE PRESENTS THE DOCKET TO THE KEIRO BOARD OF DIRECTORS FOR FINAL APPROVAL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GENE KANAMORI - RETIRED 1222 | ||||||||||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | $207,785 | $0 | $1,000 | $0 | $6,231 | $0 | $9,504 | $0 | $2,741 | $0 | $227,261 | $0 | $0 | $0 |
| BRAD FUJIKUNI | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $136,532 | $0 | $500 | $0 | $0 | $0 | $7,449 | $0 | $16,991 | $0 | $161,472 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | HOLIDAY BONUSES WERE AWARDED IN DECEMBER 2022 TO STAFF. THE CEO'S BONUS WAS APPROVED BY THE BOARD. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE GOVERNING BODY DELEGATED BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE FOLLOWING MEMBERS: 1) BEVERLY ITO, PRESIDENT/CEO 2) THOMAS IINO, TREASURER 3) GERALD FUKUI, SECRETARY 4) ,LYNN MIYAMOTO, CHAIR 5) JACK KURIHARA, VICE CHAIR. |
| FORM 990, PART VI, SECTION B, LINE 11B | ORGANIZATION'S PROCESS TO REVIEW FORM 990 - THE 990 IS REVIEWED BY THE AUDIT COMMITTEE, CHAIRPERSONS AND OFFICERS. MEMBERS DISCUSS RELEVANT MATTERS AND ASK QUESTIONS OF STAFF. ONCE APPROVED, STAFF ARE DIRECTED TO PROVIDE COPIES TO ALL BOARD MEMBERS PRIOR TO FILING/SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | ENFORCEMENT OF CONFLICT OF INTEREST POLICY: THE ORGANIZATION REQUIRES BOARD MEMBERS AND KEY EMPLOYEES TO COMPLETE THE CONFLICT OF INTEREST DISCLOSURE ON AN ANNUAL BASIS. ATTESTATION OF RECEIPT OF THE CONFLICT OF INTEREST DISCLOSURE IS PERFORMED BY THE DIRECTOR OF STRATEGY. IF CONFLICTS OF INTEREST ARE DISCLOSED, BOARD MEMBERS DISCUSS THE IMPACT OF SUCH DISCLOSURES UPON DECISION MAKING AND REQUIRES MEMBERS WITH THE CONFLICTS TO ABSTAIN THEMSELVES. THE COMPANY HAS ASSIGNED THE BOARD CHAIR TO MONITOR ALL COMPLIANCE ISSUES. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION PROCESS FOR CEO AND KEY EMPLOYEES: THE PROCESS FOR DETERMINING COMPENSATION OF THE CEO AND KEY EMPLOYEES OCCURS IN A TWO STEP PROCESS. THE FIRST STEP INCLUDES A MEETING OF A COMMITTEE WHICH IS MADE UP OF INDEPENDENT BOARD MEMBERS AS VERIFIED BY THE COMPLETION OF CONFLICT OF INTEREST DISCLOSURES. IN THIS MINUTED MEETING, THE COMMITTEE REVIEWS COMPARABILITY WITH CURRENT COMPENSATION ARRANGEMENTS FOR KEY EMPLOYEES. ONCE A DECISION IS FINALIZED, A RECOMMENDATION IS MADE TO THE FULL BOARD ON WHETHER TO ACCEPT THE ARRANGEMENTS OR MODIFY THEM. THE FULL BOARD THEN VOTES TO ACCEPT THEIR RECOMMENDATION OR MODIFY THE RECOMMENDATION. THE SAME INDEPENDENT DATA SOURCES ARE UTILIZED FOR COMPARABILITY PURPOSES. THE CEO GOES THROUGH AN ADDITIONAL LEVEL OF REVIEW WITH THE FULL BOARD WHICH INCLUDES A PERFORMANCE REVIEW AND COMPENSATION REVIEW UTILIZING INDEPENDENT DATA SOURCES. AFTER THE DELIBERATIONS, THE FULL BOARD MAKES A DETERMINATION ON THE CEO'S COMPENSATION ARRANGEMENT. THIS DISCUSSION AND ANY DECISIONS MADE ARE CONTEMPORANEOUSLY MINUTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS DISCLOSURE EXPLANATION - FINANCIAL STATEMENTS ARE PREPARED ANNUALLY AND ARE AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CHARITABLE REMAINDER UNITRUST AGREEMENTS -146,183. |
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