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Nonprofiteer
← GOLDEN OAK MANOR INC

Form 990 for tax year 2023

Filed by GOLDEN OAK MANOR INC.

Totals

Total revenue
$2,066,573
Total expenses
$1,946,552
Contributions and grants received
$82,000
Grants paid
$16,939
Program service revenue
$1,985,466
Investment income
$475
Other revenue
-$1,368
Total assets, end of year
$7,068,899
Total liabilities, end of year
$6,530,638
Net assets or fund balances, end of year
$538,261
Program services expenses (Part IX)
$1,946,552
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,946,552

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $82,000

  • 2a · Program service revenue: ALLOCABLE SHARE PS RENTS

    total $1,676,101 · related or exempt $1,676,101

  • 2b · Program service revenue: ASSET MGMT FEES

    total $34,699 · related or exempt $34,699

  • 2c · Program service revenue: INCENTIVE MGMT FEES

    total $153,169 · related or exempt $153,169

  • 2d · Program service revenue: PARTNERSHIP MGMT FEES

    total $121,497 · related or exempt $121,497

  • 3 · Investment income

    total $475 · excluded $475

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: SUBSID INC-EQUITY BASIS

    total -$1,368 · related or exempt -$1,368

  • 11e · Other revenue, total

    -$1,368

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $16,939 · program services $16,939

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $62,555 · program services $62,555

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $1,937 · program services $1,937

  • 10 · Payroll taxes

    total $4,904 · program services $4,904

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $5,100 · program services $5,100

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $62,725 · program services $62,725

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: ALLOCABLE SHARE OF PS EXPENSES

    total $1,476,905 · program services $1,476,905

  • 24b · Other expenses: INCENTIVE MGMT FEES

    total $153,169 · program services $153,169

  • 24c · Other expenses: PARTNERSHIP MGMT FEES

    total $121,497 · program services $121,497

  • 24d · Other expenses: ASSET MANAGEMENT FEE

    total $34,699 · program services $34,699

  • 24e · All other expenses

    total $6,122 · program services $6,122

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $998

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $1,000,000 · end of year $1,000,000

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $5,504,250 · end of year $6,067,901

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,086 · end of year $128,251

  • 23 · Secured mortgages and notes payable

    beginning of year $1,000,000 · end of year $1,202,134

  • 25 · Other liabilities

    beginning of year $5,084,924 · end of year $5,200,253

  • 27 · Net assets without donor restrictions

    beginning of year $418,240 · end of year $538,261

Mission and programs · 2023

Mission

TO PERFORM THE CHARITABLE FUNCTIONS OF AND CARRY OUT THE CHARITABLE PURPOSES OF EAH INC., A RELATED CALIFORNIA PUBLIC BENEFIT CORPORATION.

  • THE CORPORATION SERVES AS A GENERAL PARTNER AND/OR LIMITED PARTNER FOR A PARTNERSHIP THAT PROVIDES A TOTAL OF 83 UNITS OF LOW-INCOME HOUSING FOR LOW-INCOME ELDERLY PERSONS IN SAN JOSE, CA. THE CORPORATION IS ALSO THE SOLE OWNER OF FIVE LIMITED LIABILITY COMPANIES AND ONE C CORPORATION WHICH SERVE AS THE GENERAL PARTNER IN FIVE LIMITED PARTNERSHIPS THAT CURRENTLY PROVIDE 306 TOTAL UNITS OF LOW-INCOME HOUSING IN TURLOCK, MODESTO, OAKLAND, AND OAKLEY, CA AND ONE LIMITED PARTNERSHIP THAT IS CURRENTLY IN THE DEVELOPMENT STAGE FOR LOW-INCOME HOUSING IN RODEO, CA.

    Expenses $1,929,613 · Revenue $1,984,098

  • THE CORPORATION PROVIDED GENERAL SUPPORT TO EAH INC., A RELATED CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, IN FURTHERANCE OF EAH INC.'S EXEMPT PURPOSE OF PROVIDING AFFORDABLE HOUSING TO ELDERLY, VERY LOW, LOW AND MODERATE INCOME INDIVIDUALS AND FAMILIES.

    Expenses $16,939 · Grants $16,939

As filed on the 2023 return.

Listed in Part VII

  • Laura Hall

    ASST. SECRETARY

    Total calculated
    $655,506
    From this org
    $0
    From related orgs
    $612,298
    Other
    $43,208
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $546,172 related
    Bonus
    not reported + $66,126 related
    Other
    not reported
    Deferred
    not reported + $16,500 related
    Nontaxable benefits
    not reported + $26,708 related
    Filer's total
    not reported + $655,506 related

  • Welton Jordan

    PRESIDENT

    Total calculated
    $549,964
    From this org
    $0
    From related orgs
    $520,780
    Other
    $29,184
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $390,048 related
    Bonus
    not reported + $130,732 related
    Other
    not reported
    Deferred
    not reported + $16,500 related
    Nontaxable benefits
    not reported + $12,684 related
    Filer's total
    not reported + $549,964 related

  • Cathy Macy

    Vice President

    Total calculated
    $418,966
    From this org
    $0
    From related orgs
    $381,279
    Other
    $37,687
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $340,329 related
    Bonus
    not reported + $40,950 related
    Other
    not reported
    Deferred
    not reported + $16,500 related
    Nontaxable benefits
    not reported + $21,187 related
    Filer's total
    not reported + $418,966 related

  • David Egan

    EAH VP R.E. DEV

    Total calculated
    $272,437
    From this org
    $62,555
    From related orgs
    $182,860
    Other
    $27,022
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $55,811 + $162,627 related
    Bonus
    $6,744 + $20,233 related
    Other
    not reported
    Deferred
    $1,938 + $8,345 related
    Nontaxable benefits
    $202 + $16,537 related
    Filer's total
    $64,695 + $207,742 related

  • Debbie Starr

    Secretary

    Total calculated
    $102,222
    From this org
    $0
    From related orgs
    $86,087
    Other
    $16,135
    Hours/week
    0.1 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ARCHWAY COMMONS EAH LLC

    SERVES AS GP IN FEIN 90-0799466, SEE PART III · CA

    Directly controlled by GOLDEN OAK MANOR INC

  • AVENA BELLA EAH LLC

    SERVES AS GP IN FEIN 80-0778783, SEE PART III · CA

    Directly controlled by GOLDEN OAK MANOR INC

  • CATHEDRAL GARDENS OAKLAND LLC

    SERVES AS GP IN FEIN 45-1161586, SEE PART III · CA

    Directly controlled by GOLDEN OAK MANOR INC

  • GOLDEN OAK MANOR EAH LLC

    SERVES AS GP IN FEIN 36-4810480, SEE PART III · CA

    Directly controlled by GOLDEN OAK MANOR INC

  • LA LOMA RODEO EAH LLC

    SERVES AS GP IN FEIN 93-1974371, SEE PART III · CA · income $3 · assets $328,828

    Directly controlled by GOLDEN OAK MANOR INC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • VISTA PARK ASSOCIATES II LP

    RELATED · LOW-INCOME HOUSING · CA · 99.5% owned · share of income $336,362 · share of assets $6,024,945 · general or managing partner

    Directly controlled by GOLDEN OAK MANORINC

  • ARCHWAY COMMONS I LP

    RELATED · LOW-INCOME HOUSING · CA · 0.01% owned · share of income $32,581 · share of assets $979,354 · general or managing partner

    Directly controlled by 45-4523436

  • AVENA BELLA I LP

    RELATED · LOW-INCOME HOUSING · CA · 24.303% owned · share of income $22,774 · share of assets $3,160,494 · general or managing partner

    Directly controlled by 45-4359661

  • CATHEDRAL GARDENS OAKLAND LP

    RELATED · LOW-INCOME HOUSING · CA · 11.03% owned · share of income $25,990 · share of assets $2,120,907 · general or managing partner

    Directly controlled by 45-1163343

  • GOLDEN OAK MANOR II LP

    RELATED · LOW-INCOME HOUSING · CA · 0.01% owned · share of income $483 · share of assets $1,305,127 · general or managing partner

    Directly controlled by 47-4068691

  • LA LOMA RODEO LP

    RELATED · LOW-INCOME HOUSING · CA · 51% owned · general or managing partner

    Directly controlled by 87-4532783

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ECUMENICAL HOUSING CORPORATION

    C CORP · LOW-INCOME HOUSING · CA

    Directly controlled by NA

  • EAH KUKUI GARDENS INC

    C CORP · LOW-INCOME HOUSING · CA

    Directly controlled by NA

  • BELOVIDA CECILIA LLC

    C CORP · LOW-INCOME HOUSING · CA

  • HKI HIBISCUS HILLS LLC

    C CORP · LOW-INCOME HOUSING · HI

  • KALANI GARDENS LLC

    C CORP · LOW-INCOME HOUSING · HI

  • ORCHARDS EAH LLC

    C CORP · LOW-INCOME HOUSING · CA

  • AVENA BELLA II EAH LLC

    C CORP · LOW-INCOME HOUSING · CA · 100% owned · share of income -$1,367 · share of assets $28,566 · controlled entity

    Directly controlled by GOLDEN OAK MANOR INC

  • HKI NOHONA LLC

    C CORP · LOW-INCOME HOUSING · HI

  • KUKUI TOWER LLC

    C CORP · LOW-INCOME HOUSING · HI

  • HKI KAWILI LLC

    C CORP · LOW-INCOME HOUSING · HI

Provenance

Return type
form_990
Tax year
2023
Filed
25 June 2024
IRS schema version
2023v5.1
Source object
202421779349300532

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