KEIRO SERVICES: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KEIRO SERVICES (EIN 95-4022185)
- Tax period
- 2018-11-01 to 2019-10-31
- Filed
- 2020-08-17
- IRS object ID
- 202002309349303710
- Schema version
- 2018v3.1
- 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 | 2020-08-17T20:18:11-05:00 | ReturnTs |
| Tax Period End | 2019-10-31 | 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 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243929 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-11-01 | 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 NO 1000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GENE S KANAMORI | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2138735700 | PhoneNum |
| Signature | 2020-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.118.155.179 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-28 | IPDt |
| IP Tm | 15:14:59 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 355A21CB78E181A41592D8580C37BE3BC152916F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | 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 | GENE S KANAMORI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 EAST THIRD STREET NO 1000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $60,581,644 | 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 | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$3,877 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $44,599,606 | PYContributionsGrantsAmt |
| CY Contributions Grants | $531,386 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,924,647 | PYInvestmentIncomeAmt |
| CY Investment Income | $481,039 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$30,770 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $46,493,483 | PYTotalRevenueAmt |
| CY Total Revenue | $1,012,425 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $242,203 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,093,229 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,401,057 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $135,642 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,204,827 | PYOtherExpensesAmt |
| CY Other Expenses | $2,716,500 | CYOtherExpensesAmt |
| PY Total Expenses | $3,298,056 | PYTotalExpensesAmt |
| CY Total Expenses | $4,359,760 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $43,195,427 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,347,335 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $78,316,496 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,453,690 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $298,498 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $299,335 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $78,017,998 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $81,154,355 | 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. IN THIS COMMITMENT TO OUR MISSION, "OUR COMMUNITY" IS DEFINED AS JAPANESE AMERICAN AND JAPANESE OLDER ADULTS AND THEIR FAMILIES, CAREGIVERS AND THE COMMUNITY ORGANIZATIONS THAT SUPPORT | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,364,477 | ExpenseAmt |
| Grant | $242,203 | GrantAmt |
| Desc | KEIRO'S KEY PROGRAMS FOR THE YEAR ENDED OCTOBER 31, 2019 INCLUDED:1) CONDUCTED OR ORGANIZED WELLNESS PROGRAMS, HEALTH SCREENINGS AND HEALTH EDUCATION FOR A TOTAL OF 4,622 HOURS OF CLASSES, SERVING 2,409 INDIVIDUALS. PROGRAMS TOPICS INCLUDED AN INTRODUCTION TO IPAD FEATURES, TIPS FOR SENIOR DRIVERS, UNDERSTANDING LONG-TERM CARE OPTIONS, HOW TO IDENTIFY AND PROTECT AGAINST SENIOR SCAMS, NEW SMART HOME DEVICES, ONLINE DATING FOR SENIORS, BENEFITS OF VOLUNTEERISM AND OTHER SUBJECTS RELEATED TO AGING.2) AWARDED $242,203 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 WORKSHOPS FOR ORGANIZATIONAL LEADERS AND COMMUNITY MEMBERS INTERESTED IN APPLYING FOR KEIRO GRANTS. 3) SUPPORTED RESIDENTS OF THE FOUR SENIOR CARE FACILITIES PREVIOUSLY OWNED BY KEIRO THROUGH CULTURALLY-SENSTIVE PROGRAMMING AND ACTIVITIES, INCLUDING ANNUAL KEIRO NO HI EVENT (RESPECT FOR THE AGED DAY), TRADITIONAL JAPANESE BREAKFASTS, SHOGATSU (NEW YEAR'S CELEBRATION), HINAMATSURI (GIRL'S DAY CELEBRATION) AND OTHER MONTHLY CULTURAL PROGRAMMING.4) PROVIDED INTERNSHIPS FOR TWO UNDERGRADUATE STUDENTS AND A RECENT COLLEGE GRADUATE. INTERNS 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.7) PARTNERED WITH LITTLE TOKYO SERVICE CENTER TO PROVIDE 4,049 HOURS OF 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 THE JAPANESE AMERICAN CULTURAL AND COMMUNITY CENTER TO HOST THE SECOND ANNUAL KEIRO NO HI FESTIVAL, AN ESTABLISHED HOLIDAY TO CELEBRATE THE ELDERLY IN JAPAN, WHICH WAS ATTENDED BY OVER 1,100 OLDER ADULTS. THIS FESTIVAL TAKES INTO CONSIDERATION THE UNIQUE NEEDS OF THE OLDER ADULT PARTICIPANTS, INCLUDING PROVIDING BUS TRANSPORTATION TO AND FROM LITTLE TOKYO, PROVIDING A SPACE FOR OLDER ADULTS TO SHOWCASE THEIR TALENTS AND CREATING INTERGENERATIONAL OPPORTUNITIES FOR LOCAL YOUTH. 9) HOSTED A CAREGIVER CONFERENCE TO PROVIDE CAREGIVING RESOURCES TO OVER 200 INFORMAL CAREGIVERS IN THE PASADENA COMMUNITY. RESOURCES INCLUDED WORKSHOPS ON CAREGIVING TIPS, CAREGIVER STRESS MANAGEMENT AND UTILZIING SMART PHONE APPLICATIONS TO ENHANCE CARE COORDINATION.10) HOSTED THE SECOND ANNUAL KEIRO SYMPOSIUM, WHICH HIGHLIGHTED 15 INDUSTRY LEADERS AND INNOVATORS WHO ARE CHANGING THE AGING PROCESS. LEADERS AND INNOVATORS INCLUDED REPRESENTATIVES FROM ORGANIZATIONS SUCH AS TOYOTA, LUMEN, AND ELLIQ. OVER 300 ATTENDEES PARTOOK IN VARIOUS LECTURES AND PANELS WHICH DISCUSSED TOPICS SUCH AS SOCIAL CONNECTIONS, AGING AT HOME AND WHOLE-PERSON CARE. | Desc |
| Total Program Service Expenses | $2,364,477 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 43 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | GENE S KANAMORI | 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 NO 1000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90013 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| LYNN MIYAMOTO ESQ | ||||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JACK KURIHARA | ||||||||
| VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS IINO | ||||||||
| CFO/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 | |
| ERNEST DOIZAKI | ||||||||
| 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 | ||
| MAKOTO NAKAYAMA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA SUGIMOTO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS SUGINO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG AIHARA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON FONG | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HIROKO MURAKAMI | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GENE S KANAMORI | ||||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | Yes (X) | Yes (X) | $135,366 | $0 | $19,889 | |
| BRADLEY K FUJIKUNI | ||||||||
| DIR. OF FINANCE & ADMINISTRATION | 40.00 | 0.00 | Yes (X) | $107,748 | $0 | $22,747 | ||
| LEONA S HIRAOKA | ||||||||
| FORMER PRESIDENT & CEO | 40.00 | 0.00 | $221,417 | $0 | $16,256 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $464,531 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $58,892 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 LLC | 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 | $180,020 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $531,386 | AllOtherContributionsAmt |
| Total Contributions | $531,386 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $351,051 | TotalRevenueColumnAmt |
| Exclusion | $351,051 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,699,207 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,569,219 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $129,988 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,988 | TotalRevenueColumnAmt |
| Exclusion | $129,988 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,012,425 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $481,039 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,203 | TotalAmt |
| Program Services | $242,203 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,659 | TotalAmt |
| Program Services | $159,253 | ProgramServicesAmt |
| Management And General | $153,598 | ManagementAndGeneralAmt |
| Fundraising | $19,808 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $845,952 | TotalAmt |
| Program Services | $426,303 | ProgramServicesAmt |
| Management And General | $366,288 | ManagementAndGeneralAmt |
| Fundraising | $53,361 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,006 | TotalAmt |
| Program Services | $5,395 | ProgramServicesAmt |
| Management And General | $11,992 | ManagementAndGeneralAmt |
| Fundraising | $619 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,951 | TotalAmt |
| Program Services | $36,836 | ProgramServicesAmt |
| Management And General | $81,882 | ManagementAndGeneralAmt |
| Fundraising | $4,233 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,489 | TotalAmt |
| Program Services | $42,150 | ProgramServicesAmt |
| Management And General | $34,391 | ManagementAndGeneralAmt |
| Fundraising | $4,948 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,924 | TotalAmt |
| Management And General | $410,924 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,500 | TotalAmt |
| Management And General | $45,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,020 | TotalAmt |
| Management And General | $180,020 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,094 | TotalAmt |
| Program Services | $122,543 | ProgramServicesAmt |
| Management And General | $106,392 | ManagementAndGeneralAmt |
| Fundraising | $14,159 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,453 | TotalAmt |
| Program Services | $6,453 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,827 | TotalAmt |
| Program Services | $23,108 | ProgramServicesAmt |
| Management And General | $25,719 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,708 | TotalAmt |
| Program Services | $19,708 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,106 | TotalAmt |
| Program Services | $134,071 | ProgramServicesAmt |
| Management And General | $66,035 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,834 | TotalAmt |
| Program Services | $15,206 | ProgramServicesAmt |
| Management And General | $7,616 | ManagementAndGeneralAmt |
| Fundraising | $1,012 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,798 | TotalAmt |
| Program Services | $15,452 | ProgramServicesAmt |
| Management And General | $16,346 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,175 | TotalAmt |
| Management And General | $84,175 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,992 | TotalAmt |
| Management And General | $112,992 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STRATEGIC PARTNERSHIPS | $866,702 | $866,702 | $0 | $0 |
| COMMUNITY DEVELOPMENT | $174,354 | $174,354 | ||
| EQUIPMENT | $36,094 | $18,454 | $13,798 | $3,842 |
| DONOR DEVELOPMENT | $31,304 | $4,589 | $26,715 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,615 | TotalAmt |
| Program Services | $51,697 | ProgramServicesAmt |
| Management And General | $115,258 | ManagementAndGeneralAmt |
| Fundraising | $33,660 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,359,760 | TotalAmt |
| Program Services | $2,364,477 | ProgramServicesAmt |
| Management And General | $1,859,641 | ManagementAndGeneralAmt |
| Fundraising | $135,642 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $807,677 | BOYAmt |
| EOY | $887,549 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,999,456 | BOYAmt |
| EOY | $3,124,746 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,291 | BOYAmt |
| EOY | $216,007 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,130 | BOYAmt |
| EOY | $45,559 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $664,647 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $416,214 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,358 | BOYAmt |
| EOY | $248,433 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,403,106 | BOYAmt |
| EOY | $3,010,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,755,301 | BOYAmt |
| EOY | $69,702,875 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,901,609 | BOYAmt |
| EOY | $4,218,521 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,316,496 | BOYAmt |
| EOY | $81,453,690 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,498 | BOYAmt |
| EOY | $299,335 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,498 | BOYAmt |
| EOY | $299,335 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,251,437 | BOYAmt |
| EOY | $57,551,911 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,127,052 | BOYAmt |
| EOY | $12,962,748 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,639,509 | BOYAmt |
| EOY | $10,639,696 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,017,998 | BOYAmt |
| EOY | $81,154,355 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,316,496 | BOYAmt |
| EOY | $81,453,690 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,347,335 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,128,772 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $354,920 | 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 | $511,954 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $989,358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,542 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,599,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $531,386 | CurrentTaxYearAmt |
| Total | $46,734,846 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,982,413 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $731,066 | CurrentTaxYearMinus3YearsAmt |
| Total | $3,713,479 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,494,367 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,720,424 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,542 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,599,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $531,386 | CurrentTaxYearAmt |
| Total | $50,448,325 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $844,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $50,100 | CurrentTaxYearAmt |
| Total | $894,622 | 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 Minus3 Years | $844,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $50,100 | CurrentTaxYearAmt |
| Total | $894,622 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $49,553,703 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $622,294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $733,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,291,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,924,647 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $351,051 | CurrentTaxYearAmt |
| Total | $4,922,869 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $622,294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $733,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,291,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,924,647 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $351,051 | CurrentTaxYearAmt |
| Total | $4,922,869 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,694 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,256 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | -$30,770 | CurrentTaxYearMinus1YearAmt |
| Total | $22,180 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,140,355 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,482,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,394,183 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,493,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $882,437 | CurrentTaxYearAmt |
| Total | $55,393,374 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89460 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89380 | PublicSupportPY509Pct |
| Investment Income CY | 0.08890 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08950 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $15,538,575 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,467,537 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $17,006,112 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,697,252 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$158,677 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $15,538,575 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,654,162 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,043,090 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $15,697,252 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,294,850 | BeginningYearBalanceAmt |
| Contributions | $700 | ContributionsAmt |
| Investment Earnings Or Losses | $358,612 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $13,654,162 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,353,499 | BeginningYearBalanceAmt |
| Contributions | $5,065 | ContributionsAmt |
| Investment Earnings Or Losses | -$63,714 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $13,294,850 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.62560 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.37440 | 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 | $23,225 | OtherCostOrOtherBasisAmt |
| Book Value | $23,225 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $236,382 | OtherCostOrOtherBasisAmt |
| Depreciation | $212,743 | DepreciationAmt |
| Book Value | $23,639 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $339,540 | OtherCostOrOtherBasisAmt |
| Depreciation | $203,471 | DepreciationAmt |
| Book Value | $136,069 | 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 | $248,433 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $69,702,875 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $69,702,875 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER ASSETS | $9,771 |
| LONG TERM RECEIVABLE FROM CHARITABLE REMAINDER UNITRUSTS | $4,179,821 |
| DEPOSITS | $28,929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,218,521 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $7,238,879 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,128,772 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$77,218 | OtherRevenueAmt |
| Revenue Not Reported | $6,051,554 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,187,325 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $180,020 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$354,920 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$174,900 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,012,425 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,102,522 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,102,522 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $180,020 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $77,218 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $257,238 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,359,760 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 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 XI, LINE 2D - OTHER ADJUSTMENTS: | DISCONTINUED OPERATIONS OTHER EXPENSES -77,218. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF CHARITABLE REMAINDER UNITRUST AGREEMENTS -354,732. CHANGE IN VALUE OF NON-CASH ASSETS -188. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DISCONTINUED OPERATIONS OTHER EXPENSES 77,218. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $6,735,887 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $6,735,887 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,735,887 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ORANGE COUNTY BUDDHIST CHURCH | |||||||
| 909 DALE AVE | ANAHEIM | CA | 92804 | 941498382 | CHURCH | $15,000 | TO SUPPORT THE CONTINUING BENTO PROGRAM THAT SERVES 60 OLDER ADULTS TWICE A MONTH |
| SAN FERNANDO VALLEY HONGWANJI BUDDHIST TEMPLE | |||||||
| 9450 REMICK AVE | PACOIMA | CA | 91331 | 953753555 | TEMPLE | $14,000 | TO SUPPORT INSTALLATION OF AN INNOVATIVE SOUND SYSTEM |
| GARDENA VALLEY JAPANESE CULTURAL INSTITUTE | |||||||
| 1964 W 162ND ST | GARDENA | CA | 90247 | 956197597 | 501(C)(3) | $13,960 | TO ALLOW GVJCI TO PARTIALLY FUND A BILINGUAL PROGRAM ASSISTANT |
| OKINAWA ASSOCIATION OF AMERICA | |||||||
| 16500 W WESTERN AVE STE 203 | GARDENA | CA | 90247 | 954490174 | 501(C)(3) | $12,000 | TO CREATE A MONTHLY LUNCH PROGRAM FOR THEIR JAPANESE MEMBERS AND ANOTHER LUNCH PROGRAM FOR THEIR JAPANESE-AMERICAN MEMBERS |
| ORANGE COUNTY JAPANESE AMERICAN ASSOCIATION | |||||||
| 17332 IRVINE BLVD STE 160 | TUSTIN | CA | 92780 | 330271323 | 501(C)(3) | $11,920 | TO ALLOW OCJAA TO SUPPORT STAFFING COSTS, SUPPORT FOR THEIR KAIGO NO KAI CAREGIVER PROGRAM |
| JAPANESE AMERICAN CHRISTIAN CHAPEL | |||||||
| 300 MISSION DR | CAMARILLO | CA | 93010 | 770348463 | CHURCH | $11,820 | TO SUPPORT BENTO, TRANSPORTATION, STAFF SUPPORT AND TRANSLATION FOR MEMBERS |
| EAST SAN GABRIEL VALLEY JAPANESE COMMUNITY CENTER | |||||||
| 1203 W PUENTE AVE | WEST COVINA | CA | 91790 | 956100417 | 501(C)(3) | $11,600 | TO ALLOW ESGVJCC TO CONTINUE THE LUNCH PROGRAM, FUND HALF OF THE STAFFING COSTS, AND TRANSPORTATION |
| VENICE JAPANESE COMMUNITY CENTER | |||||||
| 12448 BRADDOCK DR | LOS ANGELES | CA | 90066 | 956220754 | 501(C)(3) | $11,500 | DEVELOP A SENIOR WELLNESS PROGRAM THAT WILL PROVIDE PROGRAMMING CENTERED ON ENTERTAINMENT, SERVICES, AND EDUCATIONAL OPPORTUNITIES FOR ITS MEMBERS. |
| LONG BEACH JAPANESE CULTURAL CENTER | |||||||
| 1480 E MARSHALL PL | LONG BEACH | CA | 90807 | 953416426 | 501(C)(3) | $10,348 | TO HELP SUSTAIN A TWICE A MONTH SENIOR LUNCH PROGRAM |
| CENTENARY UNITED METHODIST CHURCH | |||||||
| 300 S CENTRAL AVE | LOS ANGELES | CA | 90013 | 951968766 | CHURCH | $10,000 | NEW DIGITAL SOUND SYSTEM FOR THE CHURCH |
| FIRST PRESBYTERIAN CHURCH ALTADENA | |||||||
| 2775 LINCOLN AVE | ALTADENA | CA | 91001 | 952497520 | CHURCH | $10,000 | TO CREATE A SAFE ENVIRONMENT FOR THE OLDER ADULTS IN THE CONGREGATION |
| LITTLE TOKYO NUTRITION SERVICES | |||||||
| 244 S SAN PEDRO ST STE 408 | LOS ANGELES | CA | 90012 | 760794434 | 501(C)(3) | $10,000 | TO SUPPORT LTNS'S LUNCH PROGRAM TO CONTINUE TO HELP PROVIDE MEALS TO RESIDENTS OF LITTLE TOKYO |
| SEINAN SENIOR CITIZENS' CLUB | |||||||
| 3116 W JEFFERSON BLVD | LOS ANGELES | CA | 90018 | 953194613 | 501(C)(3) | $10,000 | TO ALLOW FOR CAPITAL CONSTRUCTION COSTS |
| LOS ANGELES HOMPA HONGWANJI BUDDHIST TEMPLE | |||||||
| 815 E 1ST ST | LOS ANGELES | CA | 90012 | 956118925 | TEMPLE | $8,500 | TO HELP SUPPORT WEEKLY TAI CHI AND QIGONG CLASSES |
| MISSION VALLEY FREE METHODIST CHURCH | |||||||
| 1201 S SAN GABRIEL BLVD | SAN GABRIEL | CA | 91776 | 350877568 | CHURCH | $8,455 | TO HELP SUSTAIN A BI-MONTHLY LUNCH PROGRAM TO ENGAGE ITS OLDER MEMBERS |
| WEST COVINA CHRISTIAN CHURCH | |||||||
| 1100 E CAMERON AVE | WEST COVINA | CA | 91790 | 237158955 | CHURCH | $8,380 | TO SUPPPORT ACTIVITIES AND SPIRITUAL PROGRAMS FOR OLDER ADULT MEMBERS |
| PASADENA NIKKEI SENIORS | |||||||
| 595 N LINCOLN AVE STE 101-A | PASADENA | CA | 91103 | 954524711 | 501(C)(3) | $8,200 | TO SUPPORT MONTHLY LUNCH PROGRAMS AND EXCURSIONS FOR ITS MEMBERS. |
| CERRITOS BAPTIST CHURCH | |||||||
| 11947 DEL AMO BLVD | CERRITOS | CA | 90703 | 330052827 | CHURCH | $7,800 | TO SUPPORT FELLOWSHIP ACTIVITIES. |
| CHRIST EPISCOPAL CHURCH | |||||||
| 408 S BROADWAY | REDONDO BEACH | CA | 90277 | 311629166 | CHURCH | $6,850 | TO HELP FUND COMMUNITY-BUILDING PROGRAM |
| GRATEFUL CRANE ENSEMBLE | |||||||
| PO BOX 1600 | SIERRA MADRE | CA | 91025 | 711027765 | 501(C)(3) | $6,500 | TO SUPPORT CAREGIVER CONCERT SERIES |
| LOS ANGELES HOLINESS CHURCH | |||||||
| 3660 S GRAMERCY PL | LOS ANGELES | CA | 90018 | 952148849 | CHURCH | $6,020 | TO SUPPORT THE CHURCH'S CAREGIVER SUPPORT GROUP AND PROGRAM TO PROVIDE SUPPORT FOR OLDER ADULTS |
| UNION CHURCH OF LOS ANGELES | |||||||
| 401 E 3RD ST | LOS ANGELES | CA | 90013 | 232032710 | CHURCH | $5,200 | TO FUND PROGRAMS AND ACTIVITIES FOR ITS MEMBERS |
| ZENSHUJI SOTO MISSION | |||||||
| 123 S HEWITT ST | LOS ANGELES | CA | 90012 | 951782838 | 501(C)(3) | $5,100 | TO SUPPORT THE ZEN AEROBICS PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
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 AIMED TO REDUCE ISOLATION AND LONELINESS, 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 S KANAMORI | ||||||||||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | $130,066 | $0 | $500 | $0 | $4,800 | $0 | $4,270 | $0 | $15,619 | $0 | $155,255 | $0 | $0 | $0 |
| LEONA S HIRAOKA | ||||||||||||||
| FORMER PRESIDENT & CEO | $204,417 | $0 | $1,000 | $0 | $16,000 | $0 | $6,797 | $0 | $9,459 | $0 | $237,673 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE CEO'S HOLIDAY BONUS WAS APPROVED BY THE BOARD. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | THEM. THE ORGANIZATION EXPANDED ITS REACH FROM A FOCUS ON LONG-TERM HEALTH CARE FACILITIES TO BROADLY ENGAGING AND SUPPORTING THOUSANDS OF JAPANESE AMERICAN AND JAPANESE OLDER ADULTS THROUGHOUT LOS ANGELES, ORANGE, AND VENTURA COUNTIES. THIS STRATEGIC CHANGE WAS RESEARCHED AND DEVELOPED OVER SEVERAL YEARS. DUE TO SENIORS' INCREASING DESIRE TO AGE IN PLACE AT HOME, DECREASING UTILIZATION OF HEALTHCARE FACILITY-BASED CARE, RISING HEALTHCARE COSTS AND GREATER ACCULTURATION WITHIN OUR COMMUNITY, KEIRO MOVED FROM FACILITY-BASED SERVICES WHERE KEIRO COULD SERVE UP TO 600 PEOPLE AT ANY TIME TO ADDRESS THE NEEDS OF APPROXIMATELY 70,000 JAPANESE AMERICAN AND JAPANESE SENIORS WHO HAVE OR WILL HAVE NEEDS. IN ADDITION, FOR EACH SENIOR WHO NEEDS SUPPORT, THERE ARE MANY MORE FAMILY AND INFORMAL CAREGIVERS. KEIRO STRIVES TO SUPPORT JAPANESE AMERICAN AND JAPANESE OLDER ADULTS TO AGE WITH CONFIDENCE BY EQUIPPING THEM WITH KNOWLEDGE, RESOURCES AND ASSISTANCE SO THEY CAN EFFECTIVELY MANAGE THEIR LIVES AND WELLBEING WHEREVER THEY CALL HOME. KEIRO WORKS COOPERATIVELY WITH COMMUNITY PARTNERS AND AGENCIES TO IMPROVE THE HEALTH AND CIRCUMSTANCES OF OLDER ADULTS THROUGH THE HOLISTIC LENS OF GENKI LIVING PRINCIPLES. WE SUPPORT OLDER ADULTS WHO DESIRE TO LIVE INDEPENDENTLY AS LONG AS THEY ARE ABLE TO DO SO SAFELY. KEIRO FOSTERS A SENSE OF COMMUNITY AMONG JAPANESE AMERICAN AND JAPANESE OLDER ADULTS TO REDUCE ISOLATION AND EDUCATE OLDER ADULTS AND THEIR FAMILIES TO MAKE INFORMED DECISIONS AND THOUGHTFUL PLANS, INCLUDING END OF LIFE ISSUES. WHILE CARRYING OUT THIS MISSION, KEIRO HAS MAINTAINED OUR CORE VALUES OF RESPECT FOR THE ELDERLY, INTEGRITY, COMPASSION, COMMUNITY, STEWARDSHIP AND CULTURAL SENSITIVITY. |
| 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 SENIOR MANAGER OF POLICY & ADMINISTRATION. 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 354,732. CHANGE IN VALUE OF NON-CASH ASSETS 188. |
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