ON LOK DAY SERVICES: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ON LOK DAY SERVICES (EIN 94-3101292)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-07
- IRS object ID
- 202541279349302194
- Schema version
- 2023v6.0
- 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 | 2025-05-07T11:35:28-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943101292 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ON LOK DAY SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONLO | BusinessNameControlTxt |
| Phone | 4152928888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 BUSH STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROB JENKINS | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4152928888 | PhoneNum |
| Signature | 2025-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2025-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GRACE LI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 BUSH STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,769,497 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ONLOK.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | ON LOK DAY SERVICES (OLDS) DEVELOPS AND PROVIDES HEALTH AND SOCIAL SERVICES TO THE ELDERLY THAT PROMOTE WELLNESS AND INDEPENDENCE. IN ADDITION, OLDS DEVELOPS INTERGENERATIONAL ACTIVITIES FOR SHARED LEARNING BETWEEN SENIORS AND CHILDREN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 68 | TotalEmployeeCnt |
| Total Volunteers | 185 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,283,766 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,793,707 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $333,657 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,975,525 | CYProgramServiceRevenueAmt |
| PY Investment Income | $370 | PYInvestmentIncomeAmt |
| CY Investment Income | $265 | CYInvestmentIncomeAmt |
| PY Other Revenue | $732,347 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,350,140 | PYTotalRevenueAmt |
| CY Total Revenue | $10,769,497 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,368,919 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,693,943 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,493,467 | PYOtherExpensesAmt |
| CY Other Expenses | $5,517,710 | CYOtherExpensesAmt |
| PY Total Expenses | $8,862,386 | PYTotalExpensesAmt |
| CY Total Expenses | $11,211,653 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,512,246 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$442,156 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,845,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,365,475 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,302,644 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,364,070 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,542,848 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,001,405 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ON LOK DAY SERVICES (OLDS) DEVELOPS AND PROVIDES HEALTH AND SOCIAL SERVICES TO THE ELDERLY THAT PROMOTE WELLNESS AND INDEPENDENCE. IN ADDITION, OLDS DEVELOPS INTERGENERATIONAL ACTIVITIES FOR SHARED LEARNING BETWEEN SENIORS AND CHILDREN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,666,605 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $242,157 | RevenueAmt |
| Desc | OLDS PROVIDES MEAL SERVICES TO INDIVIDUALS AGES 60 AND OLDER; OVER 316,000 MEALS WERE SERVED DURING THE FISCAL YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,520,195 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | OLDS PROVIDES CASE MANAGEMENT, EDUCATIONAL, AND RECREATIONAL ACTIVITIES TO INDIVIDUALS AGES 60 AND OLDER. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,179,490 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $44,640 | RevenueAmt |
| Desc | OLDS PROVIDES A COMMUNITY-BASED ADULT DAY PROGRAM DESIGNED FOR AND WITH THE LGBTQ+ COMMUNITY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,908,974 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,688,728 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES INCLUDE ENHANCED CARE MANAGEMENT, HEALTH FACILITIES RENTAL, SENIOR HEALTH PROMOTION, SENIOR HEALTHIER LIVING, MEDICALLY-TAILORED MEALS, THE AGING AND DISABILITY RESOURCE CENTER, THE WELL PROGRAM, SENIOR ACTIVITIES, THE INTERGENERATIONAL PROGRAM, AND THE RENTAL OF FACILITIES TO RELATED ORGANIZATIONS FOR USES ALIGNING WITH THE ORGANIZATION'S CHARITABLE PURPOSE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,908,974 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,688,728 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,275,264 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 49 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 68 | 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA CADOGAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152928723 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 BUSH STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 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 |
|---|---|---|---|---|---|---|---|---|
| GRACE LI | ||||||||
| CHIEF EXECUTIVE OFFICER | 1.00 | 48.00 | Yes (X) | Yes (X) | $0 | $661,573 | $32,512 | |
| JOHN V BLAZEK | ||||||||
| EXECUTIVE DIRECTOR | 12.00 | 28.00 | Yes (X) | $0 | $302,589 | $39,386 | ||
| CARL GERLACH | ||||||||
| CHIEF FINANCIAL OFFICER | 2.00 | 38.00 | Yes (X) | $0 | $164,616 | $0 | ||
| SANDRA G RIVAS | ||||||||
| DIRECTOR OF PROGRAMS & OPERATIONS | 40.00 | 0.00 | $146,490 | $0 | $15,277 | Yes (X) | ||
| WILLIAM L GOODNESS III | ||||||||
| NUTRITION SERVICES MANAGER | 40.00 | 0.00 | $120,686 | $0 | $14,327 | Yes (X) | ||
| VICKY PALACIOS | ||||||||
| ASST DIRECTOR OF PROGRAM & OPERATIONS | 40.00 | 0.00 | $108,913 | $0 | $15,277 | Yes (X) | ||
| MICHELE LEW | ||||||||
| CHAIR THRU 1/2024 / DIR START 1/2024 | 0.80 | 0.80 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA SOLOMON | ||||||||
| VICE CHAIR THRU 1/2024 / CHAIR START 1/2024 | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EVA GAMBOA | ||||||||
| DIRECTOR / VICE CHAIR START 1/2024 | 0.70 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WANDA WONG | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MAYA ALTMAN | ||||||||
| DIRECTOR | 0.20 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNA CHODOS MD | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA EDELSTEIN | ||||||||
| DIRECTOR | 0.20 | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| ALINA LAGUNA | ||||||||
| DIRECTOR | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $376,089 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,128,778 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $116,779 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TRIO COMMUNITY MEALS | |||||
| PO BOX 742992 | ATLANTA | GA | 303742992 | MEAL SERVICES | $1,297,772 |
| OPENHOUSE | |||||
| 65 LAGUNA ST | SAN FRANCISCO | CA | 94102 | CONSULTING | $316,712 |
| ADO PROFESSIONAL SOLUTIONS INC | |||||
| DEPT CH 14031 | PALATINE | IL | 600554031 | STAFFING AGENCY | $224,682 |
| ROYALONWARD LLC | |||||
| 14468 WICKS BLVD | SAN LEANDRO | CA | 94577 | TRANSPORTATION SERVICES | $105,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,996,698 | RelatedOrganizationsAmt |
| Government Grants | $4,610,904 | GovernmentGrantsAmt |
| All Other Contributions | $1,186,105 | AllOtherContributionsAmt |
| Noncash Contributions | $69,329 | NoncashContributionsAmt |
| Total Contributions | $8,793,707 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL REVENUE - RELATED ORGS | 531110 | $839,163 | $839,163 |
| ENHANCED CARE MGMT INCOME | 624100 | $587,900 | $587,900 |
| NUTRITION FEES | 624210 | $242,157 | $242,157 |
| MEDICALLY TAILORED MEALS INCOME | 624210 | $180,628 | $180,628 |
| SENIOR ACTIVITIES INCOME | 624100 | $29,059 | $29,059 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,618 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $96,618 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,975,525 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $265 | TotalRevenueColumnAmt |
| Exclusion | $265 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,769,497 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,975,525 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $265 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,435,606 | TotalAmt |
| Program Services | $4,435,606 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,604 | TotalAmt |
| Program Services | $85,604 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $864,073 | TotalAmt |
| Program Services | $864,073 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,660 | TotalAmt |
| Program Services | $308,660 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $845,807 | TotalAmt |
| Management And General | $845,807 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,641 | TotalAmt |
| Management And General | $45,641 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,213 | TotalAmt |
| Management And General | $27,213 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $864,269 | TotalAmt |
| Program Services | $864,269 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,141 | TotalAmt |
| Program Services | $38,141 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,118 | TotalAmt |
| Program Services | $54,118 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,000 | TotalAmt |
| Program Services | $13,000 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,139 | TotalAmt |
| Program Services | $275,139 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,432 | TotalAmt |
| Program Services | $40,432 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,764 | TotalAmt |
| Program Services | $14,764 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,769 | TotalAmt |
| Program Services | $679,769 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,991 | TotalAmt |
| Program Services | $52,263 | ProgramServicesAmt |
| Management And General | $17,728 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD & PROGRAM SUPPLIES | $1,961,383 | $1,961,383 |
| MAINTENANCE & REPAIRS | $374,510 | $374,510 |
| RECRUITING | $112,646 | $112,646 |
| SUBSCRIPTIONS & BOOKS | $5,004 | $5,004 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,883 | TotalAmt |
| Program Services | $95,883 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,211,653 | TotalAmt |
| Program Services | $10,275,264 | ProgramServicesAmt |
| Management And General | $936,389 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650 | BOYAmt |
| EOY | $700 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,806 | BOYAmt |
| EOY | $808,779 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,556,846 | BOYAmt |
| EOY | $806,282 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,056 | BOYAmt |
| EOY | $320,538 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698,288 | BOYAmt |
| EOY | $610,139 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,883,254 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,589,953 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,905,006 | BOYAmt |
| EOY | $4,293,301 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $79,329 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,840 | BOYAmt |
| EOY | $446,407 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,845,492 | BOYAmt |
| EOY | $7,365,475 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,278,447 | BOYAmt |
| EOY | $1,114,434 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,197 | BOYAmt |
| EOY | $249,636 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,302,644 | BOYAmt |
| EOY | $1,364,070 | 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 | $5,380,112 | BOYAmt |
| EOY | $4,722,043 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,162,736 | BOYAmt |
| EOY | $1,279,362 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,542,848 | BOYAmt |
| EOY | $6,001,405 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,845,492 | BOYAmt |
| EOY | $7,365,475 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$442,156 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | -$99,287 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,615,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,489,066 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,235,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,283,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,793,707 | CurrentTaxYearAmt |
| Total | $34,417,199 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,615,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,489,066 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,235,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,283,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,793,707 | CurrentTaxYearAmt |
| Total | $34,417,199 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $34,417,199 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $91 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $370 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $265 | CurrentTaxYearAmt |
| Total | $812 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,479 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,350 | CurrentTaxYearMinus3YearsAmt |
| Total | $3,829 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,421,840 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,138,614 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99990 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2019 AMOUNT: $ 1,479. 2020 AMOUNT: $ 2,350. | ExplanationTxt |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $817,100 | OtherCostOrOtherBasisAmt |
| Book Value | $817,100 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,375,423 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,678,080 | DepreciationAmt |
| Book Value | $2,697,343 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $270,207 | OtherCostOrOtherBasisAmt |
| Depreciation | $99,900 | DepreciationAmt |
| Book Value | $170,307 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $527,085 | OtherCostOrOtherBasisAmt |
| Depreciation | $443,312 | DepreciationAmt |
| Book Value | $83,773 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $893,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $368,661 | DepreciationAmt |
| Book Value | $524,778 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,293,301 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM RELATED ORGANIZATIONS | Desc |
| Book Value | $446,407 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $446,407 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED ORGANIZATIONS | Desc |
| Amt | $249,636 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $249,636 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,779,662 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $10,165 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $10,165 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,769,497 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,769,497 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,321,105 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $109,452 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $109,452 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,211,653 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,211,653 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | OLDS IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE INTERNAL REVENUE CODE AND SIMILAR CODE SECTIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE, IS SUBJECT TO INCOME TAX. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. OLDS IS REQUIRED TO FILE ANNUAL INFORMATIONAL RETURNS WITH THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD. MANAGEMENT HAS EVALUATED ITS CURRENT TAX POSITION AND HAS CONCLUDED AS OF JUNE 30, 2024, OLDS DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. THE TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES GENERALLY FOR THREE YEARS AND FOUR YEARS FOR FEDERAL AND STATE RETURNS, RESPECTIVELY, STARTING WITH THE DATE OF FILING OR THE DUE DATE OF THE TAX RETURN, WHICHEVER IS LATER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GRACE LI | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $0 | $586,573 | $0 | $75,000 | $0 | $0 | $0 | $20,322 | $0 | $12,190 | $0 | $694,085 | $0 | $0 |
| JOHN V BLAZEK | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $280,285 | $0 | $22,304 | $0 | $0 | $0 | $29,400 | $0 | $9,986 | $0 | $341,975 | $0 | $0 |
| CARL GERLACH | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $159,616 | $0 | $5,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $164,616 | $0 | $0 |
| SANDRA G RIVAS | ||||||||||||||
| DIRECTOR OF PROGRAMS & OPERATIONS | $146,490 | $0 | $0 | $0 | $0 | $0 | $4,425 | $0 | $10,852 | $0 | $161,767 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S CEO AND EXECUTIVE DIRECTOR ARE COMPENSATED BY ON LOK, INC., A RELATED ORGANIZATION. ON LOK, INC. UTILIZES THE FOLLOWING METHODS TO DETERMINE THE COMPENSATION OF THE CEO AND EXECUTIVE DIRECTOR: INDEPENDENT COMPENSATION CONSULTANT; APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $69,329 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED, DEFINED AS EACH SEPARATE GIFT, IN SCHEDULE M, PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | FROM SEPTEMBER 2022 THROUGH AUGUST 2023, THE ORGANIZATION ENGAGED WITH CARL GERLACH, A CONSULTANT WITH KORN FERRY, TO FULFILL THE DUTIES OF INTERIM CFO; COMPENSATION PAID TO KORN FERRY FROM ON LOK, INC. (A RELATED ORGANIZATION) IN EXCHANGE FOR THESE SERVICES TOTALED $607,138 FOR THE 2023 CALENDAR YEAR AND $165,700 FOR THE FISCAL YEAR-ENDING JUNE 30, 2024. EFFECTIVE AUGUST 2023, CARL GERLACH TRANSITIONED FROM INTERIM CFO TO CFO. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS ONE SOLE MEMBER: ON LOK, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S SOLE MEMBER, ON LOK, INC., HAS THE POWER TO ELECT ALL DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | ON LOK DAY SERVICES' (OLDS) SOLE MEMBER, ON LOK, INC., HAS FOLLOWING EXCLUSIVE RIGHTS WITH REGARD TO OLDS: (I) TO APPROVE THE AUTHORIZED NUMBER OF DIRECTORS AND TO ELECT AND REMOVE THE ELECTED DIRECTORS; (II) TO DETERMINE, CHANGE AND/OR MAINTAIN THE PHILOSOPHY AND PURPOSE OF OLDS; (III) TO AMEND, ALTER, REPEAL OR MODIFY OLDS' ARTICLES OF INCORPORATION AND BYLAWS; (IV) TO APPROVE ANY MERGER OR CONSOLIDATION, THE FORMATION OF ANY DIVISION OR SUBSIDIARY AND THE AFFILIATION OF OLDS WITH ANY OTHER CORPORATION OR ENTITY, THE RESULT OF WHICH AFFECTS THE AUTONOMY OR GOVERNANCE OF OLDS; (V) TO APPROVE OF CHANGES, ALTERATIONS, INCREASES TO OR REFINANCING OF THE LONG TERM DEBT OF OLDS; (VI) TO APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS FOR OLDS (THE "OPERATING AND CAPITAL BUDGETS OF THE CORPORATION"); (VII) TO APPROVE ANY EXPENDITURES OR INCURRENCE OF DEBT NOT DESCRIBED IN OR PROVIDED FOR BY THE OPERATING OR CAPITAL BUDGETS OF OLDS AND THAT ARE IN EXCESS OF THE AMOUNT(S) DESCRIBED IN THOSE BUDGETS AS REQUIRING APPROVAL BY THE MEMBER; (VIII) TO APPROVE THE DISSOLUTION OF OLDS; (IX) TO APPROVE THE PURCHASE, ACQUISITION OR SALE OF LAND OR BUILDINGS; (X) TO APPROVE THE DEMOLITION OF OLDS' BUILDINGS, CONSTRUCTION OF NEW BUILDINGS ON OLDS' PROPERTY, OR THE RENOVATION OF EXISTING BUILDINGS WHERE THE COST OF THE RENOVATION IS IN EXCESS OF THE AMOUNT(S) DESCRIBED THEREFORE IN THE OPERATING OR CAPITAL BUDGETS OF OLDS; (XI) TO APPOINT OLDS' AUDITOR AND LEGAL COUNSEL; (XII) TO APPROVE THE LONG-RANGE STRATEGIC PLAN OF OLDS; (XIII) TO APPROVE CERTAIN ORGANIZATIONAL PROCEDURE(S) DESCRIBED IN SECTION 4.1(C) OF THE BYLAWS FOR AUTHORIZING EXPENDITURES OF MORE THAN THE AMOUNT(S) SPECIFIED IN THE OPERATING OR CAPITAL BUDGETS OF THE CORPORATION; AND (XIV) TO APPROVE THE RECEIPT OF ANY GIFT OR GRANT TO OLDS THAT INCLUDES RESTRICTIONS OR CONDITIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE DEPARTMENT AND REVIEWED BY MANAGEMENT; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS THEN MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH REQUIRES DISCLOSURE AT LEAST ANNUALLY BY ALL DIRECTORS AND OFFICERS OF THE CORPORATION, AND OTHER KEY STAFF WHO ARE IN A POSITION TO INFLUENCE CORPORATE DECISIONS, OF ACTUAL AND POTENTIAL CONFLICTS OF INTEREST. THE CHAIR, WITH THE ASSISTANCE OF THE CORPORATION'S COMPLIANCE OFFICER AND/OR OUTSIDE COUNSEL, IF NECESSARY, WILL RESOLVE ANY CONFLICTS IN ACCORDANCE WITH THE ADOPTED CONFLICTS POLICY. ANY DIRECTOR WHO HAS A CONFLICT OF INTEREST MAY BE COUNTED IN ORDER TO QUALIFY A QUORUM, AND MAY PARTICIPATE IN THE DISCUSSION OF THE ISSUE, MOTION OR RESOLUTION TO THE EXTENT PERMITTED BY THE CHAIR IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY OR AS OTHERWISE DIRECTED BY THE BOARD. IF THE CHAIR IS THE DIRECTOR WITH THE REPORTED CONFLICT, THEN THE VICE CHAIR SHALL EXECUTE THE DUTIES OF THE CHAIR UNDER THIS SECTION. IF BOTH THE CHAIR AND VICE CHAIR HAVE REPORTED CONFLICTS, THEN THE REMAINING BOARD MEMBERS WITHOUT ANY CONFLICTS ON THE MATTER AT HAND SHALL VOTE TO DETERMINE HOW TO HANDLE THE CONFLICT IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, AND CFO ARE COMPENSATED BY ON LOK, INC., A RELATED ORGANIZATION; ACCORDINGLY, FORM 990, PART VI, SECTION B, LINES 15A AND 15B HAS BEEN MARKED "NO", IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS. PLEASE REFERENCE THE FORM 990 FOR ON LOK, INC. FOR A DISCUSSION ON THE PROCESSES UTILIZED BY ON LOK, INC. TO DETERMINE COMPENSATION FOR THE CEO, EXECUTIVE DIRECTOR, AND CFO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ON LOK INC | |||||||||||
| 1333 BUSH STREET | SAN FRANCISCO | CA | 94109 | 943101464 | SUPPORTING SERVICES FOR AFFILIATES, MAINTAIN HEALTH CARE MODEL | CA | 501(C)(3) | LINE 7 | N/A | 0 | |
| ON LOK SENIOR HEALTH SERVICES | |||||||||||
| 1333 BUSH STREET | SAN FRANCISCO | CA | 94109 | 942162549 | MEDICAL AND SUPPORTIVE CARE FOR FRAIL ELDERLY | CA | 501(C)(3) | LINE 10 | 0 | ON LOK INC | |
| ON LOK COMMUNITY HOUSING INC | |||||||||||
| 1333 BUSH STREET | SAN FRANCISCO | CA | 94109 | 943053383 | HOUSING FOR LOW-INCOME SENIORS | CA | 501(C)(3) | LINE 12A, I | 0 | ON LOK INC | |
| ON LOK HOUSE INC | |||||||||||
| 1333 BUSH STREET | SAN FRANCISCO | CA | 94109 | 942326678 | HOUSING FOR LOW-INCOME FRAIL ELDERLY | CA | 501(C)(3) | LINE 7 | 0 | ON LOK INC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments