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Nonprofiteer
← ON LOK INC HCSR

Form 990 for tax year 2023

Filed by ON LOK INC HCSR.

Totals

Total revenue
$22,790,333
Total expenses
$28,392,602
Contributions and grants received
$893,028
Grants paid
$2,996,703
Program services expenses (Part IX)
$24,571,013
Management and general expenses
$2,037,308
Fundraising expenses
$1,784,281
Program service expenses (Part III)
$24,571,013

Program services were 86.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • GRACE LI

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $694,085
    From this org
    $661,573
    From related orgs
    $0
    Other
    $32,512
    Hours/week
    40 + 9 related

    Schedule J breakdown matched by us

    Base
    $586,573
    Bonus
    $75,000
    Other
    $0
    Deferred
    $20,322
    Nontaxable benefits
    $12,190
    Filer's total
    $694,085

  • KEVIN GERBER

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • IRENE RILEY

    VICE CHAIR (THRU 1/2024) / DIR (START 1/2024)

    Total calculated
    $0
    Hours/week
    1.6

  • MICHELE LEW

    VICE CHAIR (START 1/2024)

    Total calculated
    $0
    Hours/week
    0.8 + 0.8 related

  • LYZ FERGUSON

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • BARBARA SOLOMON

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • MAYA ALTMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.2 related

  • GREGORY CHUN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1.5 related

  • STEVEN KIM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALINA LAGUNA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • DIANE LEE

    DIRECTOR (THRU 1/2024)

    Total calculated
    $0
    Hours/week
    1

  • BETTY LEM

    DIRECTOR (START 1/2024)

    Total calculated
    $0
    Hours/week
    0.4

  • DARLENE MAR

    DIRECTOR (THRU 1/2024)

    Total calculated
    $0
    Hours/week
    0.6

  • CANDY RUPP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DAVID SAEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHARON YOW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ALBERT YU MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARL GERLACH

    CHIEF FINANCIAL OFFICER

    Total calculated
    $164,616
    From this org
    $164,616
    From related orgs
    $0
    Other
    $0
    Hours/week
    15 + 25 related

    Schedule J breakdown matched by us

    Base
    $159,616
    Bonus
    $5,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $164,616

  • MICHAEL WEBB

    CHIEF TECH/INFO SEC OFF (THRU 12/2023)

    Total calculated
    $565,384
    From this org
    $512,177
    From related orgs
    $0
    Other
    $53,207
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $311,455
    Bonus
    $0
    Other
    $200,722
    Deferred
    $26,819
    Nontaxable benefits
    $26,388
    Filer's total
    $565,384

  • JOHN V BLAZEK

    CHIEF DEVELOPMENT OFFICER & ED, OLDS

    Total calculated
    $341,975
    From this org
    $302,589
    From related orgs
    $0
    Other
    $39,386
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $280,285
    Bonus
    $22,304
    Other
    $0
    Deferred
    $29,400
    Nontaxable benefits
    $9,986
    Filer's total
    $341,975

  • JOY A MOORE

    CHIEF PEOPLE OFFICER

    Total calculated
    $337,884
    From this org
    $313,278
    From related orgs
    $0
    Other
    $24,606
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,806
    Bonus
    $22,472
    Other
    $0
    Deferred
    $13,900
    Nontaxable benefits
    $10,706
    Filer's total
    $337,884

  • MIN CHANG

    CHIEF STRATEGY OFFICER (THRU 3/2024)

    Total calculated
    $153,078
    From this org
    $153,078
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,078
    Bonus
    $5,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $153,078

  • DENISE ALTOMARE

    DIRECTOR, TALENT MANAGEMENT

    Total calculated
    $255,355
    From this org
    $215,869
    From related orgs
    $0
    Other
    $39,486
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,869
    Bonus
    $0
    Other
    $0
    Deferred
    $28,634
    Nontaxable benefits
    $10,852
    Filer's total
    $255,355

  • LINDA M CADOGAN

    CONTROLLER

    Total calculated
    $241,889
    From this org
    $202,668
    From related orgs
    $0
    Other
    $39,221
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,668
    Bonus
    $0
    Other
    $0
    Deferred
    $28,461
    Nontaxable benefits
    $10,760
    Filer's total
    $241,889

  • HELEN HUCKLEBERRY

    DIRECTOR, MARKETING

    Total calculated
    $236,227
    From this org
    $199,041
    From related orgs
    $0
    Other
    $37,186
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,041
    Bonus
    $0
    Other
    $0
    Deferred
    $26,480
    Nontaxable benefits
    $10,706
    Filer's total
    $236,227

  • KALLE J HOUSEMAN

    DIR., FINANCIAL PLANNING & ANALYSIS

    Total calculated
    $207,178
    From this org
    $190,703
    From related orgs
    $0
    Other
    $16,475
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,703
    Bonus
    $0
    Other
    $0
    Deferred
    $5,769
    Nontaxable benefits
    $10,706
    Filer's total
    $207,178

  • MARIA ANGELITA REYES

    DIRECTOR, PEOPLE OPERATIONS

    Total calculated
    $204,149
    From this org
    $189,036
    From related orgs
    $0
    Other
    $15,113
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,036
    Bonus
    $0
    Other
    $0
    Deferred
    $4,619
    Nontaxable benefits
    $10,494
    Filer's total
    $204,149

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 — 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

  • 3 · Independent compensation consultant
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
DURING THE 2023 CALENDAR YEAR, MICHAEL WEBB WAS PAID A SEVERANCE OF $155,730, WHICH WAS TAXABLE COMPENSATION TO HIM AND REPORTED WITHIN FORM 990, PART VII, SECTION A, COLUMN (D) AND SCHEDULE J, PART II, COLUMN (B)(III).
PART I, LINE 7
ON LOK, INC.'S SENIOR LEADERS ARE ELIGIBLE FOR AN ANNUAL INCENTIVE REWARD. THE REASONABLENESS AND APPROPRIATENESS OF THE ANNUAL INCENTIVE PLAN DESIGN AND SPECIFIC GOALS AND REWARDS ARE ASSESSED BY THE EXECUTIVE COMMITTEE OF THE BOARD EACH YEAR. THE INCENTIVE PLAN, WHICH IS ALIGNED WITH THE ORGANIZATION'S FISCAL YEAR, HAS SPECIFIED ORGANIZATIONAL AND INDIVIDUAL GOALS LINKED TO THE ANNUAL BUSINESS, WITH FINANCIAL PLANS AND PREDEFINED FINANCIAL REWARD OPPORTUNITIES SET FOR EACH GOAL. A MINIMUM, TARGET, AND MAXIMUM INCENTIVE REWARD OPPORTUNITY IS ESTABLISHED FOR EACH SENIOR LEADER. FOR THE CEO AND CFO, THE EXECUTIVE COMMITTEE OF THE BOARD SETS THE GOALS AND RELATED GOAL WEIGHTS AT THE BEGINNING OF THE FISCAL YEAR, AND DETERMINES THE APPROVED DEGREE OF GOAL ATTAINMENT AND RELATED REWARD EARNED AT FISCAL YEAR-END. THE CEO FOLLOWS THE SAME PROCESS FOR HER DIRECT REPORTS AND SHARES HER FINAL DECISIONS WITH THE EXECUTIVE COMMITTEE.

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.

  • ON LOK SENIOR HEALTH SERVICES

    501(C)(3) · MEDICAL & SUPPORTIVE CARE FOR FRAIL ELDERLY · CA · controlled entity

    Directly controlled by ON LOK INC

  • ON LOK DAY SERVICES

    501(C)(3) · VARIOUS SERVICES FOR SENIORS · CA · controlled entity

    Directly controlled by ON LOK INC

  • ON LOK COMMUNITY HOUSING INC

    501(C)(3) · HOUSING FOR LOW-INCOME SENIORS · CA · controlled entity

    Directly controlled by ON LOK INC

  • ON LOK HOUSE

    501(C)(3) · HOUSING FOR LOW-INCOME FRAIL ELDERLY · CA · controlled entity

    Directly controlled by ON LOK INC

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202511279349301831

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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