2021-06-09T12:47:26-05:00 2020-10-31 951777440 GREEN HASSON & JANKS LLP 700 SOUTH FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990 2019-11-01 954022185 KEIRO SERVICES KEIR 2138735700 420 EAST THIRD STREET NO 1000 LOS ANGELES CA 90013 GENE S KANAMORI PRESIDENT & CEO 2138735700 2021-06-04 1 LIZBETH G NEVAREZ P01399868 3108731600 2019 2022-09-23 18:48:47Z KEIRO SENIOR HEALTHCARE GENE S KANAMORI 420 EAST THIRD STREET NO 1000 LOS ANGELES CA 90013 32905938 0 X WWW.KEIRO.ORG X 1961 CA KEIRO'S MISSION IS TO ENHANCE THE QUALITY OF SENIOR LIFE IN OUR COMMUNITY. (SEE PART III LINE 1) 13 12 21 62 0 0 531386 743019 0 0 481039 303127 0 0 1012425 1046146 242203 238460 0 0 1401057 1425653 0 0 210813 2716500 2286014 4359760 3950127 -3347335 -2903981 81453690 85934408 299335 377114 81154355 85557294 X 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. 0 0 2372825 238460 KEIRO'S KEY PROGRAMS FOR THE YEAR ENDED OCTOBER 31, 2020 INCLUDED:1) CONDUCTED AND ORGANIZED WELLNESS PROGRAMS, HEALTH SCREENINGS, AND HEALTH EDUCATION FOR A TOTAL OF 2,523 HOURS OF CLASSES, SERVING 2,063 INDIVIDUALS VIRTUALLY. PROGRAM TOPICS INCLUDED AN INTRODUCTION TO USING ZOOM, FOOD DELIVERY APPLICATIONS, TIPS ON BEING A HEALTHY NEWS CONSUMER, SMARTPHONE APPS TO USE AT HOME, COMMUNITY CRAFT ACTIVITIES, TECHNOLOGY SUPPORT, LIFESTYLE CHANGES DURING COVID-19, AND OTHER SUBJECTS RELATED TO AGING.2) AWARDED $238,460 IN GRANTS TO 30 NONPROFIT ORGANIZATIONS IN SUPPORT OF COMBATTING SOCIAL ISOLATION AMONG JAPANESE AMERICAN AND JAPANESE OLDER ADULTS, AND CAREGIVERS IN SOUTHERN CALIFORNIA. CONDUCTED THREE EDUCATIONAL WORKSHOPS FOR ORGANIZATION LEADERS AND COMMUNITY MEMBERS INTERESTED IN APPLYING FOR KEIRO GRANTS. 3) SUPPORTED RESIDENTS AND FRONTLINE STAFF OF THE FOUR SENIOR CARE FACILITIES PREVIOUSLY OWNED BY KEIRO THROUGH CULTURALLY-SENSTIVE PROGRAMMING AND ACTIVITIES AND APPRECIATION TO THOSE CARING FOR THE RESIDENTS DURING THE PANDEMIC.4) PROVIDED AN INTERNSHIP FOR A RECENT COLLEGE GRADUATE. THE INTERN PROVIDED COMMUNITY EDUCATION ON TOPICS SUCH AS MENTAL HEALTH AND SOCIAL ISOLATION. DEVELOPED A PROGRAM TO PROVIDE TECHNOLOGY SUPPORT TO OLDER ADULTS. COORDINATED SPECIAL ACTIVITIES FOR RESIDENTS IN THE SENIOR CARE FACILITIES FORMERLY OWNED BY KEIRO.5) PROVIDED CASE MANAGEMENT/REFERRAL SERVICES TO 12 COMMUNITY MEMBERS, INCLUDING PLACEMENT IN LONG-TERM CARE FACILITIES, LOCATING IN-HOME CARE AGENCIES AND ACCESSING SERVICES.6) 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. PROVIDED EIGHT PRESENTATIONS FOR COMMUNITY EDUCATION OF THE PROGRAM AND HOW TO ACCESS RESOURCES.7) PARTNERED WITH LITTLE TOKYO SERVICE CENTER TO PROVIDE SUPPORT FOR A MULTIPURPOSE GATHERING SPACE FOR OLDER ADULTS, EXPANSION OF THE CAREGIVER SUPPORT SERVICES TO CREATE SUPPORT GROUPS FOR 45 CAREGIVERS, AND ESTABLISHMENT OF A CLIENT ASSISTANCE FUND FOR OLDER ADULTS WITH LIMITED RESOURCES.8) PARTNERED WITH LITTLE TOKYO SERVICES CENTER AND LITTLE TOKYO COMMUNITY COUNCIL TO PROVIDE OVER 8,000 HOT MEALS TO OLDER ADULTS IN LITTLE TOKYO, WHILE ALSO SUPPORTING LOCAL RESTAURANTS IMPACTED BY THE COVID-19 PANDEMIC. 9) VIRTUALLY HOSTED THE THIRD ANNUAL KEIRO NO HI FESTIVAL, AN ESTABLISHED HOLIDAY TO CELEBRATE OLDER ADULTS, WHICH WAS ATTENDED BY OVER 300 HOUSEHOLDS AND HAD OVER 2,200 VIDEO VIEWS. THIS FESTIVAL PROVIDED A VIRTUAL EXPERIENCE INCLUDING PERFORMANCES BY LOCAL OLDER ADULT GROUPS AND ARTISTS WHILE ALSO PROVIDING ACTIVITIES AND FEATURES ON COMMUNITY MEMBERS.10) HOSTED A VIRTUAL CAREGIVER CONFERENCE TO PROVIDE CAREGIVING RESOURCES TO OVER 250 FAMILY CAREGIVERS. RESOURCES INCLUDED WORKSHOPS ON A KEYNOTE PANEL DISCUSSION ON DIFFICULT CONVERSATIONS AND A BREAKOUT SESSION DISCUSSING DOWNSIZING AND DECLUTTERING WHILE CARING FOR LOVED ONES.11) HOSTED THE THIRD ANNUAL KEIRO SYMPOSIUM VIRTUALLY, WHICH HIGHLIGHTED KEY INDUSTRY LEADERS AND INNOVATORS WHO CHALLENGED HOW PEOPLE CAN CONSIDER THE AGING PROCESS. OVER 200 ATTENDEES PARTOOK IN PRESENTATIONS AND PANELS WHICH DISCUSSED TOPICS SUCH AS CONFIDENTLY NAVIGATING THE PANDEMIC PRESENTED BY UCLA HEALTH, HOW TO THINK ABOUT INVESTING AS ONE AGES, AND HOW TO EMBRACE TECHNOLOGY AS PART OF THE AGING PROCESS.12) DIRECTLY WORKED WITH 62 VOLUNTEERS TO PROVIDE HEALTH AND WELLNESS PROGRAMS THROUGHOUT THE YEAR IN VARIOUS FORUMS AND CONFERENCE EVENTS. STEWARDED THESE VOLUNTEERS TO ENHANCE KEIRO'S ACTIVITIES WHILE PROVIDING EDUCATIONAL, ENGAGING PROGRAMS. 2372825 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 44 0 1 21 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X GENE S KANAMORI 2138735700 420 EAST THIRD STREET NO 1000 LOS ANGELES CA 90013 GENE S KANAMORI PRESIDENT & CHIEF EXECUTIVE OFFICER 40.00 0.00 X X 171331 0 21947 BRADLEY K FUJIKUNI DIR. OF FINANCE & ADMINISTRATION 40.00 0.00 X 110286 0 22564 LEONA S HIRAOKA FORMER PRESIDENT & CEO 40.00 0.00 X 105793 0 2032 LYNN MIYAMOTO ESQ CHAIRMAN 1.00 0.00 X X 0 0 0 JACK KURIHARA VICE CHAIRMAN 1.00 0.00 X X 0 0 0 THOMAS IINO CFO/TREASURER 1.00 0.00 X X 0 0 0 GERALD FUKUI SECRETARY 1.00 0.00 X X 0 0 0 ERNEST DOIZAKI DIRECTOR 1.00 0.00 X 0 0 0 KIMIKO FUJITA DIRECTOR 1.00 0.00 X 0 0 0 CLAIRE KOGA DIRECTOR 1.00 0.00 X 0 0 0 MAKOTO NAKAYAMA DIRECTOR 1.00 0.00 X 0 0 0 LISA SUGIMOTO DIRECTOR 1.00 0.00 X 0 0 0 DOUG AIHARA DIRECTOR 1.00 0.00 X 0 0 0 SHARON FONG DIRECTOR 1.00 0.00 X 0 0 0 HIROKO MURAKAMI DIRECTOR 1.00 0.00 X 0 0 0 387410 0 46543 3 1 1 0 ANGELES INVESTMENT ADVISORS LLC 429 SANTA MONICA BLVD STE 650 SANTA MONICA CA 90401 INVESTMENT MANAGEMENT 185508 1 743019 743019 128368 128368 32034551 31859792 174759 174759 174759 1046146 0 0 303127 238460 238460 351335 163784 147298 40253 866754 420434 343697 102623 14678 4808 8601 1269 107409 35183 62938 9288 85477 42400 32775 10302 96860 96860 42900 42900 185508 185508 228958 96351 132207 400 19309 19309 39761 22829 16932 22481 22481 176956 118545 58411 9593 3559 5078 956 19652 4703 14798 151 57065 57065 35179 35179 STRATEGIC PARTNERSHIPS 864259 864259 COMMUNITY DEVELOPMENT 275445 275445 DONOR DEVELOPMENT 40521 12583 17064 10874 EQUIPMENT 19244 11613 7549 82 152323 16079 101629 34615 3950127 2372825 1366489 210813 887549 1271396 3124746 848194 216007 0 45559 49632 664647 473279 248433 191368 3010000 7696259 69702875 71845962 4218521 4031597 81453690 85934408 299335 201879 0 175235 299335 377114 X 57551911 60275952 23602444 25281342 81154355 85557294 81453690 85934408 X -2903981 7446712 -139792 X 0 1 X 1 0 X 989358 102542 44599606 531386 743019 46965911 731066 731066 1720424 102542 44599606 531386 743019 47696977 844522 20100 41500 906122 0 844522 20100 41500 906122 46790855 733236 1291641 1924647 351051 128368 4428943 733236 1291641 1924647 351051 128368 4428943 29256 -30770 -1514 2482916 1394183 46493483 882437 871387 52124406 0.89770 0.89460 0.08500 0.08890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17006112 1646699 18652811 15538575 1467537 17006112 15697252 -158677 15538575 13654162 2043090 15697252 13294850 700 358612 13654162 0.57010 0.42990 0 0 23225 23225 236382 236382 0 339540 236897 102643 65500 65500 191368 ALTERNATIVE INVESTMENTS 71845962 F 71845962 X 8115112 7446712 -192238 7254474 860638 185508 185508 1046146 3712173 -52446 -52446 3764619 185508 185508 3950127 PART V, LINE 4: KEIRO'S ENDOWMENT CONSISTS OF PROCEEDS GENERATED BY THE LIVING TREASURES CAMPAIGN AND OTHER FUNDRAISING EFFORTS (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, 2020, KEIRO PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE 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: DISCONTINUED OPERATIONS -52,446. CHANGE IN VALUE OF CHARITABLE REMAINDER UNITRUST AGREEMENTS -139,970. CHANGE IN VALUE OF NON-CASH ASSETS 178. PART XII, LINE 2D - OTHER ADJUSTMENTS: DISCONTINUED OPERATIONS -52,446. 1 GARDENA VALLEY JAPANESE CULTURAL INSTITUTE 1964 W 162ND ST GARDENA CA 90247 956197597 501(C)(3) 15000 TO SUPPORT GVJCI'S PLANS TO HIRE A NEW PART-TIME BILINGUAL STAFF MEMBER OXNARD BUDDHIST TEMPLE 250 SOUTH H STREET OXNARD CA 93030 941498382 TEMPLE 15000 TO SUPPORT OBT'S RESTROOM RENOVATION PROJECT LITTLE TOKYO NUTRITION SERVICES 244 S SAN PEDRO ST SUITE 408 LOS ANGELES CA 90012 760794434 501(C)(3) 15000 TO SUPPORT LTNS IN PURCHASING A VAN EAST SAN GABRIEL VALLEY JAPANESE COMMUNITY CENTER 1203 W PUENTE AVE WEST COVINA CA 91790 956100417 501(C)(3) 14300 TO SUPPORT ESGVJCC'S SENIOR WELLNESS PROGRAM IN 2020 ORANGE COUNTY BUDDHIST CHURCH 909 DALE AVE ANAHEIM CA 92804 330220817 CHURCH 13525 TO SUPPORT OCBC'S TOMODACHI BENTO PROJECT ORANGE COUNTY JAPANESE AMERICAN ASSOCIATION 17332 IRVINE BLVD SUITE 160 TUSTIN CA 92780 330271323 501(C)(3) 13460 TO SUPPORT OCJAA'S ONGOING OPERATIONS GO FOR BROKE NATIONAL EDUCATION CENTER 355 E 1ST STREET SUITE 200 LOS ANGELES CA 90012 954245623 501(C)(3) 13000 TO SUPPORT TRANSPORTATION FOR GFBNEC'S MONDAY MEETINGS IN 2020 VENICE JAPANESE COMMUNITY CENTER 12448 BRADDOCK DRIVE LOS ANGELES CA 90066 956220754 501(C)(3) 12530 TO SUPPORT VJCC'S SENIOR WELLNESS PROGRAM IN 2020 LONG BEACH JAPANESE CULTURAL CENTERLONG BEACH PIONEER PROJECT 1480 E MARSHALL PL LONG BEACH CA 90807 953416426 501(C)(3) 10710 TO SUPPORT LBJCC/LBPP'S LUNCH PROGRAM SEINAN SENIOR CITIZENS' CLUB 3116 W JEFFERSON BLVD LOS ANGELES CA 90018 953194613 501(C)(3) 10100 TO SUPPORT SEINAN'S CONTINUED FACILITY RENOVATIONS MISSION VALLEY FREE METHODIST CHURCH 1201 S SAN GABRIEL BLVD SAN GABRIEL CA 91776 350877568 CHURCH 9820 TO SUPPORT MVFMC'S MONTHLY LUNCH PROGRAM CERRITOS BAPTIST CHURCH 11947 DEL AMO BLVD CERRITOS CA 90703 330052827 CHURCH 9400 TO SUPPORT CBC'S FELLOWSHIP GATHERINGS IN 2020 ORANGE COUNTY FRIENDSHIP CHOIR C/O SHIGEO NAGAYAMA 109 LEHIGH AISLE IRVINE CA 92612 364661291 501(C)(3) 8820 TO SUPPORT OCFC'S CONCERT PERFORMANCE IN 2020 PASADENA NIKKEI SENIORS 595 NORTH LINCOLN AVE SUITE 101-A PASADENA CA 91103 954524711 501(C)(3) 8250 TO SUPPORT THE PNS ACTIVITIES, TRIPS, AND LUNCHEONS SAN FERNANDO VALLEY JAPANESE COMMUNITY CENTER 12953 BRANFORD ST PACOIMA CA 91331 237099079 501(C)(3) 8000 TO SUPPORT SFVJACC'S FIELD TRIP PROGRAM IN 2020 ZENSHUJI SOTO MISSION 123 S HEWITT ST LOS ANGELES CA 90012 951782838 TEMPLE 7740 TO SUPPORT ZENSHUJI SOTO MISSION'S ZEN AEROBICS CLASS VISUAL COMMUNICATIONS 120 JUDGE JOHN AISO STREET LOS ANGELES CA 90012 237108393 501(C)(3) 7000 TO SUPPORT VC'S DIGITAL HISTORIES PROGRAM LOS ANGELES HOLINESS CHURCH 3660 S GRAMERCY PL LOS ANGELES CA 90018 952148849 CHURCH 6900 TO SUPPORT LA HOLINESS CHURCH'S SENIOR MINISTRY AND CAREGIVER SUPPORT GROUP 18 PART I, LINE 2: 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 AIMED TO REDUCE ISOLATION AND LONELINESS, THE GRANTS REVIEW COMMITTEE PRESENTS THE DOCKET TO THE KEIRO BOARD OF DIRECTORS FOR FINAL APPROVAL. X X X X 0 0 0 0 0 0 0 1 0 GENE S KANAMORI PRESIDENT & CHIEF EXECUTIVE OFFICER 151069 0 15000 0 5262 0 5362 0 16585 0 193278 0 0 0 LEONA S HIRAOKA FORMER PRESIDENT & CEO 34716 0 0 0 71077 0 0 0 2032 0 107825 0 0 0 PART I, LINE 7 THE CEO'S HOLIDAY BONUS WAS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 1 THE GOVERNING BODY DELEGATED BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE FOLLOWING MEMBERS: 1) GENE S. KANAMORI, PRESIDENT/CEO 2) THOMAS IINO, CFO/TREASURER 3) GERALD FUKUI, SECRETARY 4) LYNN MIYAMOTO, ESQ. , CHAIR 5) JACK KURIHARA, VICE CHAIR, 6) MAKOTO NAKAYAMA, DIRECTOR. 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 DIRECTOR OF FINANCE & ADMINISTRATION 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 -139,970. CHANGE IN VALUE OF NON-CASH ASSETS 178.