Civic Intelligence

On Lok Inc. Hcsr

990 • Fiscal year 2015 • EIN 94-3101464

Jul 01, 2014 to Jun 30, 2015 • Filed on May 09, 2016

Organization ProfileWWW.ONLOK.ORG

View Organization Page

1333 Bush StreetSan Francisco, CA 94109

(415) 292-8888

Siviq Scores

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

Liabilities / Assets

39th percentile

0.14x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

52nd percentile

0.27x

Higher debt load relative to revenue than 52% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

14th percentile

-11%

Higher net margin than 14% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

91st percentile

$531,041

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

98th percentile

155%

Faster asset growth than 98% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

14%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$14,639,434

Up $8,901,082 (+155%) from 2014

Net Assets

Up

$12,574,329

Up $8,892,270 (+242%) from 2014

Liabilities

Up

$2,065,105

Up $8,812 (+0.4%) from 2014

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin14th percentile

Revenue

Up

$7,731,903

Up $957,894 (+14%) from 2014

Expenses

Up

$8,587,955

Up $1,265,583 (+17%) from 2014

Net Income

Down

-$856,052

Down $307,689 (-56%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$30M$20M$10M$0Assets 2011: $8,483,146Liabilities 2011: $600,800Net Assets 2011: $7,882,3462011Assets 2012: $9,151,958Liabilities 2012: $785,724Net Assets 2012: $8,366,2342012Assets 2013: $6,561,041Liabilities 2013: $2,556,384Net Assets 2013: $4,004,6572013Assets 2014: $5,738,352Liabilities 2014: $2,056,293Net Assets 2014: $3,682,0592014Assets 2015: $14,639,434Liabilities 2015: $2,065,105Net Assets 2015: $12,574,3292015Assets 2016: $14,175,878Liabilities 2016: $1,284,733Net Assets 2016: $12,891,1452016Assets 2017: $16,521,682Liabilities 2017: $1,172,936Net Assets 2017: $15,348,7462017Assets 2018: $17,682,926Liabilities 2018: $1,752,919Net Assets 2018: $15,930,0072018Assets 2019: $14,882,484Liabilities 2019: $1,477,029Net Assets 2019: $13,405,4552019Assets 2020: $13,329,530Liabilities 2020: $2,046,909Net Assets 2020: $11,282,6212020Assets 2021: $25,722,793Liabilities 2021: $3,642,945Net Assets 2021: $22,079,8482021Assets 2022: $19,946,932Liabilities 2022: $3,297,594Net Assets 2022: $16,649,3382022Assets 2023: $17,010,352Liabilities 2023: $3,232,466Net Assets 2023: $13,777,8862023Assets 2024: $12,205,717Liabilities 2024: $3,613,617Net Assets 2024: $8,592,1002024

Highlighted filing

2015

Assets$14,639,434
Liabilities$2,065,105
Net Assets$12,574,329
Open 2015 Filing

Operations Trend

Revenue Growth74th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $5,929,503Expenses 2011: $4,970,664Net Income 2011: $958,8392011Expenses 2012: $5,615,0062012Expenses 2013: $11,337,3762013Revenue 2014: $6,774,009Expenses 2014: $7,322,372Net Income 2014: -$548,3632014Revenue 2015: $7,731,903Expenses 2015: $8,587,955Net Income 2015: -$856,0522015Revenue 2016: $7,779,553Expenses 2016: $11,101,747Net Income 2016: -$3,322,1942016Revenue 2017: $8,777,849Expenses 2017: $10,679,349Net Income 2017: -$1,901,5002017Revenue 2018: $10,944,579Expenses 2018: $13,954,275Net Income 2018: -$3,009,6962018Revenue 2019: $7,830,862Expenses 2019: $14,552,596Net Income 2019: -$6,721,7342019Revenue 2020: $14,944,344Expenses 2020: $18,382,740Net Income 2020: -$3,438,3962020Revenue 2021: $16,654,774Expenses 2021: $20,640,314Net Income 2021: -$3,985,5402021Revenue 2022: $17,376,209Expenses 2022: $22,972,282Net Income 2022: -$5,596,0732022Revenue 2023: $22,577,169Expenses 2023: $25,961,453Net Income 2023: -$3,384,2842023Revenue 2024: $22,790,333Expenses 2024: $28,392,602Net Income 2024: -$5,602,2692024

Highlighted filing

2015

Revenue$7,731,903
Expenses$8,587,955
Net Income-$856,052
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 9, 2016
Return Version
2014v6.0
Gross Receipts
$12,484,160
Mission and Program Overview

Mission

Develop & support health care models for the well-being and dignity of elderly & chronically ill.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,822,616$9,840,115▲ $6,017,499
Investments Program Related-$1,553,340-
Accounts Receivable$525,341$1,133,546▲ $608,205
Savings and Temporary Cash Investments$586,082$1,008,126▲ $422,044
Land, Buildings, and Equipment, Net$475,859$606,572▲ $130,713
Prepaid Expenses and Deferred Charges$292,253$488,322▲ $196,069
Pledges and Grants Receivable$36,201$9,413▼ $26,788
Total Assets$5,738,352$14,639,434▲ $8,901,082
Liabilities
Accounts Payable and Accrued Expenses$2,056,293$2,042,655▼ $13,638
Deferred Revenue-$22,450-
Total Liabilities$2,056,293$2,065,105▲ $8,812
Net Assets / Fund Balance
Unrestricted Net Assets$3,637,600$12,551,626▲ $8,914,026
Permanently Rstr Net Assets$20,000$20,000→ $0
Temporarily Rstr Net Assets$24,459$2,703▼ $21,756
Total Net Assets Fund Balance$3,682,059$12,574,329▲ $8,892,270
Total Liabilities and Net Assets / Fund Balance$5,738,352$14,639,434▲ $8,901,082

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$483,488$692,357$1,175,845
Other Land Buildings$112,282$880$113,162
Leasehold Improvements$10,802$75,469$86,271
Investment Program Related Org$1,553,340--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014-$20,000▲ $16-$20,016
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert EdmondsonCEO, on LokPT$472,063$58,978$531,041
Kelly WalshCFO (joined 8/14)FT$224,242-$224,242
Sue WongCFO (left 8/14)FT$185,928$37,660$223,588
Keith MinardChief Information Officer (left 4/15)FT$211,247$10,580$221,827
Keith MinardChief Information Officer (left 4/15-$211,247$10,580$221,827
Susan PoorDirector of Innovation & Bus Dev (left 8/14)FT$154,990$31,770$186,760
Susan PoorDirector of Innovation & Bus Dev (le-$154,990$31,770$186,760
Robert NovelliChief of Strategy & Bus Dev (joined 4/15)FT$148,620-$148,620

Board Members and Trustees

NameTitle
Wellman Tsang MdChair, Oli
Irene RileyVice Chair, Oli
Candy RuppDirector
Elizabeth FergusonDirector
Eric HarrisonDirector
Gregory ChunDirector
Joseph Barbaccia MdDirector
Marlene Luke Ex-officioDirector
Sharon YowDirector
Tom MaravillaDirector
Tom Rundall PhdDirector
William LockDirector
Kevin GerberSecretary, Oli
John JenksTreasurer, Oli

Highest Paid Contractors

ContractorServicesLocationCompensation
Resources Global ProfessionalsConsultant ServicesFILE 55221, Los Angeles, CA 90074-5221$354,504
Reed Smith LLPConsultant Services101 SECOND STREET SUITE 1800, San Francisco, CA 94105-3659$117,070
Revenue and Support

Revenue Composition

Contributions and Grants
$382,366
Program Service Revenue
$6,756,601
Investment Income
$672,286
Other Revenue
$-79,350
All Other Contributions
$382,366
Change in Net Assets
$-856,052

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,811,253
Revenue Not Reported on Financial Statements
$-79,350
Revenue Not Reported on Form 990
$-331,033
Other Revenue Adjustments
$-79,350
Total Revenue per Audited Statements
$7,480,220
Total Revenue per Form 990
$7,731,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,298,893
Other Expenses$3,289,062
Total Fundraising Expense$732,864
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,790,427-$374,957$2,165,384
Fees for Services Management-$1,725,984$62,576$1,788,560
Current Officers, Directors, Trustees, and Key Employees$1,198,896$211,235-$1,410,131
Payroll Taxes$643,854$45,497-$689,351
Other Employee Benefits$505,886$35,747-$541,633
Pension Plan Contributions$459,896$32,498-$492,394
Depreciation Depletion$153,369$2,042-$155,411
Office Expenses$70,015$18,065$58,411$146,491
Fees for Services Legal$143,576--$143,576
Fees for Services Accounting$127,662--$127,662
Travel$118,321$2,842$201$121,364
Occupancy$118,098-$895$118,993
Insurance$68,434$14,161-$82,595
Other Expenses$10,929$42,108$235,824$53,037
Interest$2,582--$2,582
Total Functional Expenses$5,675,703$2,179,388$732,864$8,587,955

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,587,955
Total Expenses per Audited Statements$8,587,955
Total Expenses per Form 990$8,587,955
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11

“Review of the form 990 has been delegated to the chief financial officer of on lok, inc. Upon review and approval, the 990 will be provided to all members of the board and directors after filing.”

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

“The conflict of interest policy is distributed annually to directors, officers and senior management, along with annual disclosure of conflict of interest forms which are required to be completed, signed and returned to the compliance officer each year. These forms are reviewed carefully by the compliance officer and the chief executive officer so that any potential conflicts are handled appropriately.”

Form 990, Part VI, Section B, Line 15

“The executive committee determines the compensation of the ceo and cfo of the organization, based on comparability data provided by a firm specializing in compensation. In addition to the base compensation, the executive committee may also establish incentive compensation at a pre-determined level based on specific goals to be achieved by year-end.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
On Lok Inc
EIN
94-3101464
Phone
4152928888
Address
1333 BUSH STREET, SAN FRANCISCO, CA 94109

Signing Officer

Name
Gary Campanella
Title
Interim CFO
Phone
4152928888
Signed
2016-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Edmondson
Formed
1989
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
14
Employees
59
Volunteers
220

Preparer

Firm
Armanino Llp
Address
12657 ALCOSTA BLVD STE 500, SAN RAMON, CA 94583-4600
Preparer
John Panetta
Phone
9257902600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Related entity transfer 10,000,000. S-corp passthrough income 79,350.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from prior year.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are intended to generate investment income to be used for operating support, according to the board's discretion.”

PART X, LINE 2:

“The organization is exempt from income taxes under section 501(a) subsection (c)(3) of the internal revenue code and section 23701(d) of the california revenue and taxation code whereby only unrelated business income, as defined by section 512(a)(1) of the internal revenue code and similar code sections of the california revenue and taxation code is subject to income tax. Accordingly, no provision for income taxes has been provided for in the accompanying financial statements. The organization is required to file annual informational returns with the internal revenue service and the california franchise tax board. Management has evaluated its current tax position and has concluded as of june 30, 2015, the organization does not have any significant uncertain tax positions for which a reserve would be necessary. The tax returns are subject to examination by the taxing authorities generally for three years and four years for federal and state, respectively, starting with the date of filing or the due date of the tax return, whichever is later.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“S-corp passthrough income -79,350.”

Raw XML AppendixShowing 400 of 781 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02056293
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02042655
IRS990/AccountsReceivableGrp/BOYAmt0525341
IRS990/AccountsReceivableGrp/EOYAmt01133546
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0DEVELOP & SUPPORT HEALTH CARE MODELS FOR THE WELL-BEING AND DIGNITY OF ELDERLY & CHRONICALLY ILL.
IRS990/AllOtherContributionsAmt0382366
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GARY CAMPANELLA
IRS990/BooksInCareOfDetail/PhoneNum04152928888
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01333 BUSH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094109
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0211235
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt01198896
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01410131
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0354504
IRS990/ContractorCompensationGrp/CompensationAmt1117070
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0FILE 55221
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1101 SECOND STREET SUITE 1800
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LOS ANGELES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd0900745221
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd1941053659
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0RESOURCES GLOBAL PROFESSIONALS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1REED SMITH LLP
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTANT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1CONSULTANT SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0382366
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0672286
IRS990/CYOtherExpensesAmt03289062
IRS990/CYOtherRevenueAmt0-79350
IRS990/CYProgramServiceRevenueAmt06756601
IRS990/CYRevenuesLessExpensesAmt0-856052
IRS990/CYSalariesCompEmpBnftPaidAmt05298893
IRS990/CYTotalExpensesAmt08587955
IRS990/CYTotalFundraisingExpenseAmt0732864
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07731903
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt022450
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02042
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0153369
IRS990/DepreciationDepletionGrp/TotalAmt0155411
IRS990/Desc0PROVIDE VARIOUS MANAGEMENT SUPPORT SERVICES (SUCH AS EXECUTIVE OVERSIGHT, STRATEGIC PLANNING, FINANCIAL MANAGEMENT AND ACCOUNTING, HUMAN RESOURCES MANAGEMENT, INFORMATION SYSTEMS, FUNDRAISING) TO AFFILIATED 501(C)(3) NONPROFIT ORGANIZATIONS, WHICH PROVIDE HOUSING AND COMPREHENSIVE HEALTH CARE TO THE FRAIL ELDERLY AND OTHER SERVICES TO INDIVIDUALS AGE 60 AND OLDER. APPROXIMATELY $3.3 MILLION ($1.7 MILLION IN FOUNDATION GRANTS AND CONTRIBUTIONS AND $1.6 MILLION IN CITY GRANTS) WAS RAISED THAT WENT DIRECTLY TO THESE AFFILIATED ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt059
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04640226
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0127662
IRS990/FeesForServicesAccountingGrp/TotalAmt0127662
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0143576
IRS990/FeesForServicesLegalGrp/TotalAmt0143576
IRS990/FeesForServicesManagementGrp/FundraisingAmt062576
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt01725984
IRS990/FeesForServicesManagementGrp/TotalAmt01788560
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt08.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1332.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1358978
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1537660
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1731770
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1810580
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/PersonNm0WELLMAN TSANG MD
IRS990/Form990PartVIISectionAGrp/PersonNm1IRENE RILEY
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN JENKS
IRS990/Form990PartVIISectionAGrp/PersonNm3JOSEPH BARBACCIA MD
IRS990/Form990PartVIISectionAGrp/PersonNm4GREGORY CHUN
IRS990/Form990PartVIISectionAGrp/PersonNm5ELIZABETH FERGUSON
IRS990/Form990PartVIISectionAGrp/PersonNm6ERIC HARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm7WILLIAM LOCK
IRS990/Form990PartVIISectionAGrp/PersonNm8MARLENE LUKE EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/PersonNm9TOM MARAVILLA
IRS990/Form990PartVIISectionAGrp/PersonNm10KEVIN GERBER
IRS990/Form990PartVIISectionAGrp/PersonNm11TOM RUNDALL PHD
IRS990/Form990PartVIISectionAGrp/PersonNm12SHARON YOW
IRS990/Form990PartVIISectionAGrp/PersonNm13ROBERT EDMONDSON
IRS990/Form990PartVIISectionAGrp/PersonNm14CANDY RUPP
IRS990/Form990PartVIISectionAGrp/PersonNm15SUE WONG
IRS990/Form990PartVIISectionAGrp/PersonNm16KELLY WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm17SUSAN POOR
IRS990/Form990PartVIISectionAGrp/PersonNm18KEITH MINARD
IRS990/Form990PartVIISectionAGrp/PersonNm19ROBERT NOVELLI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13472063
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15185928
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16224242
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17154990
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18211247
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19148620
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR, OLI
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR, OLI
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER, OLI
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY, OLI
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO, ON LOK
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO (LEFT 8/14)
IRS990/Form990PartVIISectionAGrp/TitleTxt16CFO (JOINED 8/14)
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF INNOVATION & BUS DEV (LEFT 8/14)
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF INFORMATION OFFICER (LEFT 4/15)
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF OF STRATEGY & BUS DEV (JOINED 4/15)
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0448295
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05200552
IRS990/GrossReceiptsAmt012484160
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt014161
IRS990/InsuranceGrp/ProgramServicesAmt068434
IRS990/InsuranceGrp/TotalAmt082595
IRS990/InterestGrp/ProgramServicesAmt02582
IRS990/InterestGrp/TotalAmt02582
IRS990/InvestmentIncomeGrp/ExclusionAmt0223991
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0223991
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt01553340
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03822616
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09840115
IRS990/IRPDocumentCnt063
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0768706
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0475859
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0606572
IRS990/LandBldgEquipCostOrOtherBssAmt01375278
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04752257
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0DEVELOP & SUPPORT HEALTH CARE MODELS FOR THE WELL-BEING AND DIGNITY OF ELDERLY & CHRONICALLY ILL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03682059
IRS990/NetAssetsOrFundBalancesEOYAmt012574329
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0448295
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0448295
IRS990/NetUnrelatedBusTxblIncmAmt0-79350
IRS990/NetUnrlzdGainsLossesInvstAmt0-331028
IRS990/NoncashContributionsAmt08600
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0895
IRS990/OccupancyGrp/ProgramServicesAmt0118098
IRS990/OccupancyGrp/TotalAmt0118993
IRS990/OfficeExpensesGrp/FundraisingAmt058411
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018065
IRS990/OfficeExpensesGrp/ProgramServicesAmt070015
IRS990/OfficeExpensesGrp/TotalAmt0146491
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt010079350
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt035747
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0505886
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0541633
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1MAINTENANCE & REPAIRS
IRS990/OtherExpensesGrp/FundraisingAmt0235824
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt049209
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt142108
IRS990/OtherExpensesGrp/ProgramServicesAmt0263758
IRS990/OtherExpensesGrp/ProgramServicesAmt110929
IRS990/OtherExpensesGrp/TotalAmt0548791
IRS990/OtherExpensesGrp/TotalAmt153037
IRS990/OtherRevenueMiscGrp/BusinessCd0621610
IRS990/OtherRevenueMiscGrp/Desc0S-CORP PASSTHROUGH INC
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-79350
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-79350
IRS990/OtherRevenueTotalAmt0-79350
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0374957
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01790427
IRS990/OtherSalariesAndWagesGrp/TotalAmt02165384
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt045497
IRS990/PayrollTaxesGrp/ProgramServicesAmt0643854
IRS990/PayrollTaxesGrp/TotalAmt0689351
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt032498
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0459896
IRS990/PensionPlanContributionsGrp/TotalAmt0492394
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt020000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt020000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt036201
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt09413
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0292253
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0488322
IRS990/PrincipalOfficerNm0ROBERT EDMONDSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/Desc0MGMT SUPPORT CONTRACT
IRS990/ProgramServiceRevenueGrp/Desc1OTHER PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2TECHNICAL ASSISTANCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05884988
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1489092
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2382521
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05884988
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1489092
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2382521
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE TECHNICAL ASSISTANCE AND ADMINISTRATIVE SUPPORT SERVICES TO ORGANIZATIONS DEVELOPING OR OPERATING A PACE (PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY) PROGRAM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01035477
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01001863
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0363544
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0400545
IRS990/PYInvestmentIncomeAmt0151850
IRS990/PYOtherExpensesAmt02288818
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06258615
IRS990/PYRevenuesLessExpensesAmt0-548363
IRS990/PYSalariesCompEmpBnftPaidAmt04633009
IRS990/PYTotalExpensesAmt07322372
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06774009
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-856052
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt05754738
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0586082
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01008126
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0382366
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0363544
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0237840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0522528
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0299035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01805313
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0223991
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt078718
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0176161
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0183954

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,639,434
Liabilities
$2,065,105
Net assets
$12,574,329
Revenue
$7,731,903
Expenses
$8,587,955
Net income
-$856,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.2$3.61$8.59$22.8$28.4$5.60
2023Detailed filing. Detailed filing data is available for this year.$17.0$3.23$13.8$22.6$26.0$3.38
2022Detailed filing. Detailed filing data is available for this year.$19.9$3.30$16.6$17.4$23.0$5.60
2021Detailed filing. Detailed filing data is available for this year.$25.7$3.64$22.1$16.7$20.6$3.99
2020Detailed filing. Detailed filing data is available for this year.$13.3$2.05$11.3$14.9$18.4$3.44
2019Detailed filing. Detailed filing data is available for this year.$14.9$1.48$13.4$7.83$14.6$6.72
2018Detailed filing. Detailed filing data is available for this year.$17.7$1.75$15.9$10.9$14.0$3.01
2017Detailed filing. Detailed filing data is available for this year.$16.5$1.17$15.3$8.78$10.7$1.90
2016Detailed filing. Detailed filing data is available for this year.$14.2$1.28$12.9$7.78$11.1$3.32
2015Detailed filing. Detailed filing data is available for this year.$14.6$2.07$12.6$7.73$8.59$0.86
2014Detailed filing. Detailed filing data is available for this year.$5.74$2.06$3.68$6.77$7.32$0.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.56$2.56$4.00$11.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.15$0.79$8.37$5.62
2011Summary only. Only limited summary data is available for this year.$8.48$0.60$7.88$5.93$4.97$0.96