Civic Intelligence

Ole Health Foundation

990 • Fiscal year 2017 • EIN 68-0149424

Jul 01, 2016 to Jun 30, 2017 • Filed on May 08, 2018

Organization Profilewww.olehealth.org
1100 Trancas Street No 300Napa, CA 94558

(707) 603-7100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.30x

Higher debt load relative to assets than 55% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.21x

Higher debt load relative to revenue than 39% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$228,127

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

98th percentile

96%

Faster asset growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

658%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$8,686,927

Up $4,243,959 (+96%) from 2016

Net Assets

Up

$6,041,699

Up $2,200,722 (+57%) from 2016

Liabilities

Up

$2,645,228

Up $2,043,237 (+339%) from 2016

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin76th percentile

Revenue

Up

$12,822,775

Up $11,130,371 (+658%) from 2016

Expenses

Up

$10,637,694

Up $9,643,206 (+970%) from 2016

Net Income

Up

$2,185,081

Up $1,487,165 (+213%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $1,806,160Liabilities 2010: $0Net Assets 2010: $1,806,1602010Assets 2011: $1,991,088Liabilities 2011: $0Net Assets 2011: $1,991,0882011Assets 2012: $1,929,691Liabilities 2012: $0Net Assets 2012: $1,929,6912012Assets 2013: $2,351,685Liabilities 2013: $38,480Net Assets 2013: $2,313,2052013Assets 2014: $2,551,963Liabilities 2014: $187,495Net Assets 2014: $2,364,4682014Assets 2015: $3,441,349Liabilities 2015: $260,231Net Assets 2015: $3,181,1182015Assets 2016: $4,442,968Liabilities 2016: $601,991Net Assets 2016: $3,840,9772016Assets 2017: $8,686,927Liabilities 2017: $2,645,228Net Assets 2017: $6,041,6992017Assets 2018: $8,297,037Liabilities 2018: $1,867,528Net Assets 2018: $6,429,5092018Assets 2019: $7,709,512Liabilities 2019: $449,962Net Assets 2019: $7,259,5502019Assets 2020: $7,030,677Liabilities 2020: $47,291Net Assets 2020: $6,983,3862020Assets 2021: $4,734,519Liabilities 2021: $41,292Net Assets 2021: $4,693,2272021Assets 2022: $5,556,621Liabilities 2022: $1,199,998Net Assets 2022: $4,356,6232022Assets 2023: $6,453,389Liabilities 2023: $738,454Net Assets 2023: $5,714,9352023Assets 2024: $10,018,392Liabilities 2024: $365,446Net Assets 2024: $9,652,9462024

Highlighted filing

2017

Assets$8,686,927
Liabilities$2,645,228
Net Assets$6,041,699
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $477,6022010Expenses 2011: $604,3752011Expenses 2012: $610,7862012Revenue 2013: $1,005,253Expenses 2013: $721,632Net Income 2013: $283,6212013Revenue 2014: $790,686Expenses 2014: $890,064Net Income 2014: -$99,3782014Revenue 2015: $1,077,602Expenses 2015: $352,311Net Income 2015: $725,2912015Revenue 2016: $1,692,404Expenses 2016: $994,488Net Income 2016: $697,9162016Revenue 2017: $12,822,775Expenses 2017: $10,637,694Net Income 2017: $2,185,0812017Revenue 2018: $1,243,056Expenses 2018: $852,476Net Income 2018: $390,5802018Revenue 2019: $1,396,989Expenses 2019: $573,548Net Income 2019: $823,4412019Revenue 2020: $2,466,898Expenses 2020: $2,751,738Net Income 2020: -$284,8402020Revenue 2021: $1,370,386Expenses 2021: $3,726,720Net Income 2021: -$2,356,3342021Revenue 2022: $2,792,429Expenses 2022: $2,313,356Net Income 2022: $479,0732022Revenue 2023: $3,187,034Expenses 2023: $2,030,761Net Income 2023: $1,156,2732023Revenue 2024: $4,075,691Expenses 2024: $444,546Net Income 2024: $3,631,1452024

Highlighted filing

2017

Revenue$12,822,775
Expenses$10,637,694
Net Income$2,185,081
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 8, 2018
Return Version
2016v3.0
Gross Receipts
$43,755,122
Mission and Program Overview

Mission

Our mission is to inspire philanthropic contributions to ensure that ole health is always here to care for everyone in our beautiful and diverse community.

Fundraising and other services to support OLE Health.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$303,972$6,385,861▲ $6,081,889
Savings and Temporary Cash Investments$894,943$2,290,288▲ $1,395,345
Investments in Publicly Traded Securities$3,244,053$10,438▼ $3,233,615
Prepaid Expenses and Deferred Charges$0$340▲ $340
Total Assets$4,442,968$8,686,927▲ $4,243,959
Liabilities
Mortgage Notes Payable Secured by Investment Property-$2,430,526-
Accounts Payable and Accrued Expenses$601,991$214,702▼ $387,289
Total Liabilities$601,991$2,645,228▲ $2,043,237
Net Assets / Fund Balance
Unrestricted Net Assets$3,840,977$6,041,699▲ $2,200,722
Total Net Assets Fund Balance$3,840,977$6,041,699▲ $2,200,722
Total Liabilities and Net Assets / Fund Balance$4,442,968$8,686,927▲ $4,243,959
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Rachel CusickSecretary and Chief Dev OfficerFT$129,775$129,775

Board Members and Trustees

NameTitle
Peter McCreaChair
Todd ZapolskiVice Chair
Blakesley ChappelletDirector
John R ShaferDirector
Rick JonesDirector
Suzanne Besu TruchardDirector
Terry HallDirector through April 2017
Martha MayDirector through November 2016
Tanir AmiChief Executive Officer
Dan LynchTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,688,294
Program Service Revenue
$0
Investment Income
$121,206
Other Revenue
$13,275
All Other Contributions
$12,482,306
Change in Net Assets
$2,185,081

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$886,261Fair Market Value
Other Non Cash Contri Table29$32,079Cost
Total Noncash Contributions35$918,340-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,567,785
Other Expenses$69,909
Total Fundraising Expense$38,904
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,567,785--$10,567,785
Office Expenses--$17,687$17,687
All Other Expenses--$15,386$15,386
Interest-$14,177-$14,177
Fees for Services Other-$12,753-$12,753
Advertising--$2,396$2,396
Conferences and Meetings-$1,968-$1,968
Travel--$725$725
Other Expenses-$396$2,710$396
Total Functional Expenses$10,567,785$31,005$38,904$10,637,694
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ole HealthNapa, CA501(c)(3)general support$10,567,785
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$175,749
Fundraising Direct Expenses$162,474
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
April 2017 Gala$381,737$175,749$19,267$156,482
Total Events$381,737$175,749$162,474$13,275
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

“OLE Health (OLE Health Foundation's supported organization) has the power to appoint each of the Directors of OLE Health Foundation.”

Form 990, Part VI, Section B, line 11B

“The organization utilized a professional accounting firm to prepare the Form 990, who worked in conjunction with the organization's finance and accounting team to gather the required information. Upon review of the Form 990 by the organization's management team, a copy of the Form 990 and all related schedules and statements was provided to members of the Board of Directors before filing in order to allow sufficient time for review and comment.”

Form 990, Part VI, Section B, line 12C

“Directors and officers of OLE Health Foundation have a responsibility to make full disclosure of interests that might result in or have the appearance of a conflict in satisfying their fiduciary obligations to OLE Health Foundation. In that regard, it is the policy of OLE Health Foundation to refrain from consummating any transaction involving a potential conflict of interest until all relevant and pertinent facts regarding the potential conflict have been disclosed and considered, during which the interested party would refrain from deliberations. Directors and officers are required to review and sign the "Statement Pertaining to Conflict of Interest and Confidentiality" upon appointment, election and hire, and then annually thereafter.”

Form 990, Part VI, Section B, line 15

“The organization does not directly compensate any individuals; all employees performing work for OLE Health Foundation are compensated by OLE Health Clinic, a realted organization. As such, Part VI, Section B, Lines 15a and 15b have been answered "no" as mandated by the Form 990 instructions.”

Form 990, Part VI, Section C, line 19

“The audited financial statements, conflict of interest policy, and governing documents are all available upon request.”

Filing and Contact Details

Filer

Filer Name
OLE Health Foundation
EIN
68-0149424
Phone
7076037100
Address
1100 Trancas Street No 300, Napa, CA 94558

Signing Officer

Name
Tanir Ami
Title
CEO
Phone
7076037100
Signed
2018-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tanir Ami
Formed
1987
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
4
Volunteers
9

Preparer

Firm
Moss Adams LLP
Address
101 Second Street Suite 900, San Francisco, CA 94105
Preparer
Richard Croghan
Phone
4159561500
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The Organization is a nonprofit corporation under Internal Revenue Code Section 501(c)(3) and has been granted tax-exempt status by the Internal Revenue Service and the California Revenue and Taxation Code. As of June 30, 2017 and 2016, the Organization had no unrecognized tax positions or uncertain tax positions requiring accrual. Therefore, no provision for income taxes has been provided in the consolidated financial statements.”

Raw XML AppendixShowing 400 of 536 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Storage
IRS990/OtherExpensesGrp/Desc1Staff Appreciation
IRS990/OtherExpensesGrp/Desc2Board/Staff Training
IRS990/OtherExpensesGrp/Desc3Recruitment
IRS990/OtherExpensesGrp/FundraisingAmt02710
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01055
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1656
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2396
IRS990/OtherExpensesGrp/TotalAmt02710
IRS990/OtherExpensesGrp/TotalAmt11055
IRS990/OtherExpensesGrp/TotalAmt2656
IRS990/OtherExpensesGrp/TotalAmt3396
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0303972
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06385861
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0340
IRS990/PrincipalOfficerNm0Tanir Ami
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01614328
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0894432
IRS990/PYInvestmentIncomeAmt078076
IRS990/PYOtherExpensesAmt015856
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0697916
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0994488
IRS990/PYTotalProfFndrsngExpnsAmt084200
IRS990/PYTotalRevenueAmt01692404
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02185081
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0894943
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02290288
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237221695
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt010567785
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Ole Health
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt010567785
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization is a nonprofit corporation under Internal Revenue Code Section 501(c)(3) and has been granted tax-exempt status by the Internal Revenue Service and the California Revenue and Taxation Code. As of June 30, 2017 and 2016, the Organization had no unrecognized tax positions or uncertain tax positions requiring accrual. Therefore, no provision for income taxes has been provided in the consolidated financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0205988
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0205988
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0162474
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0April 2017 Gala
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0381737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0381737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0175749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0175749
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013275
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019267
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019267
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0143207
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0143207
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt010567785
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0general support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Ole Health
IRS990ScheduleI/RecipientTable/RecipientEIN0237221695
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01100 TRANCAS STREET SUITE 300
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Napa
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094558
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization provides grants solely to OLE Health, its supported organization. Separate records are not maintained to substantiate the amount of grants or assistance, the grantees' eligiblity for grants or assistance, and the selection criteria used to award the grants or assistance; rather, both organizations maintain an overlap of officers, who grant funds from OLE Health Foundation to OLE Health in accomplishment of its exempt purpose.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 1:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0184010
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt07254
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt07254
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt029609
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Tanir Ami
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0228127
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Compensation for the organization's CEO is established by OLE Health, a related organization. OLE Health utilizes the following methods to determine the compensation of OLE Health Foundation's CEO: compensation survey and approval by the Board of Directors.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt029
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Wine/Food/Prizes for Fundraising Event
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Cost
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt032079
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt06
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0Fair Market Value
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0886261
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0The organization is reporting the number of contributions, rather than the number of items contributed, in Schedule M, Part I, Column (b).
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Column (b):
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OLE Health (OLE Health Foundation's supported organization) has the power to appoint each of the Directors of OLE Health Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization utilized a professional accounting firm to prepare the Form 990, who worked in conjunction with the organization's finance and accounting team to gather the required information. Upon review of the Form 990 by the organization's management team, a copy of the Form 990 and all related schedules and statements was provided to members of the Board of Directors before filing in order to allow sufficient time for review and comment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Directors and officers of OLE Health Foundation have a responsibility to make full disclosure of interests that might result in or have the appearance of a conflict in satisfying their fiduciary obligations to OLE Health Foundation. In that regard, it is the policy of OLE Health Foundation to refrain from consummating any transaction involving a potential conflict of interest until all relevant and pertinent facts regarding the potential conflict have been disclosed and considered, during which the interested party would refrain from deliberations. Directors and officers are required to review and sign the "Statement Pertaining to Conflict of Interest and Confidentiality" upon appointment, election and hire, and then annually thereafter.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization does not directly compensate any individuals; all employees performing work for OLE Health Foundation are compensated by OLE Health Clinic, a realted organization. As such, Part VI, Section B, Lines 15a and 15b have been answered "no" as mandated by the Form 990 instructions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The audited financial statements, conflict of interest policy, and governing documents are all available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,686,927
Liabilities
$2,645,228
Net assets
$6,041,699
Revenue
$12,822,775
Expenses
$10,637,694
Net income
$2,185,081
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.0$0.37$9.65$4.08$0.44$3.63
2023Detailed filing. Detailed filing data is available for this year.$6.45$0.74$5.71$3.19$2.03$1.16
2022Detailed filing. Detailed filing data is available for this year.$5.56$1.20$4.36$2.79$2.31$0.48
2021Detailed filing. Detailed filing data is available for this year.$4.73$0.04$4.69$1.37$3.73$2.36
2020Detailed filing. Detailed filing data is available for this year.$7.03$0.05$6.98$2.47$2.75$0.28
2019Detailed filing. Detailed filing data is available for this year.$7.71$0.45$7.26$1.40$0.57$0.82
2018Detailed filing. Detailed filing data is available for this year.$8.30$1.87$6.43$1.24$0.85$0.39
2017Detailed filing. Detailed filing data is available for this year.$8.69$2.65$6.04$12.8$10.6$2.19
2016Summary only. Only limited summary data is available for this year.$4.44$0.60$3.84$1.69$0.99$0.70
2015Detailed filing. Detailed filing data is available for this year.$3.44$0.26$3.18$1.08$0.35$0.73
2014Detailed filing. Detailed filing data is available for this year.$2.55$0.19$2.36$0.79$0.89$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.04$2.31$1.01$0.72$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.00$1.93$0.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.00$1.99$0.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.00$1.81$0.48