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Nonprofiteer
← GOLDEN OAK MANOR INC

Form 990 for tax year 2024

Filed by GOLDEN OAK MANOR INC.

Totals

Total revenue
$2,176,702
Total expenses
$2,021,211
Contributions and grants received
$105,000
Grants paid
$16,656
Program service revenue
$2,072,479
Investment income
$592
Other revenue
-$1,369
Total assets, end of year
$7,451,979
Total liabilities, end of year
$6,758,227
Net assets or fund balances, end of year
$693,752
Program services expenses (Part IX)
$2,021,211
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$2,021,211

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

    $105,000

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

    total $1,760,525 · related or exempt $1,760,525

  • 2b · Program service revenue: INCENTIVE MGMT FEES

    total $150,628 · related or exempt $150,628

  • 2c · Program service revenue: PARTNERSHIP MGMT FEES

    total $125,523 · related or exempt $125,523

  • 2d · Program service revenue: ASSET MGMT FEES

    total $35,803 · related or exempt $35,803

  • 3 · Investment income

    total $592 · excluded $592

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

    total -$1,369 · related or exempt -$1,369

  • 11e · Other revenue, total

    -$1,369

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $16,656 · program services $16,656

  • 7 · Other salaries and wages

    total $67,973 · program services $67,973

  • 9 · Other employee benefits

    total $2,032 · program services $2,032

  • 10 · Payroll taxes

    total $5,319 · program services $5,319

  • 11c · Fees: accounting

    total $4,000 · program services $4,000

  • 20 · Interest

    total $64,142 · program services $64,142

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

    total $1,544,830 · program services $1,544,830

  • 24b · Other expenses: INCENTIVE MGMT FEES

    total $150,628 · program services $150,628

  • 24c · Other expenses: PARTNERSHIP MGMT FEES

    total $125,523 · program services $125,523

  • 24d · Other expenses: ASSET MANAGEMENT FEE

    total $35,803 · program services $35,803

  • 24e · All other expenses

    total $4,305 · program services $4,305

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $998 · end of year $21,070

  • 7 · Other notes and loans receivable

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

  • 15 · Other assets

    beginning of year $6,067,901 · end of year $6,430,909

  • 17 · Accounts payable and accrued expenses

    beginning of year $128,251 · end of year $53,914

  • 23 · Secured mortgages and notes payable

    beginning of year $1,202,134 · end of year $1,385,747

  • 25 · Other liabilities

    beginning of year $5,200,253 · end of year $5,318,566

  • 27 · Net assets without donor restrictions

    beginning of year $538,261 · end of year $693,752

Mission and programs · 2024

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 $2,004,555 · Revenue $2,071,110

  • 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 $16,656 · Grants $16,656

As filed on the 2024 return.

Listed in Part VII

  • Welton Jordan

    PRESIDENT

    Total calculated
    $492,640
    From this org
    $0
    From related orgs
    $458,093
    Other
    $34,547
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $409,189 related
    Bonus
    $0 + $48,904 related
    Other
    $0
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $17,297 related
    Filer's total
    $0 + $492,640 related

  • Laura Hall

    VICE PRESIDENT

    Total calculated
    $673,413
    From this org
    $0
    From related orgs
    $626,062
    Other
    $47,351
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $555,791 related
    Bonus
    $0 + $70,271 related
    Other
    $0
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $30,101 related
    Filer's total
    $0 + $673,413 related

  • Debbie Starr

    SECRETARY

    Total calculated
    $106,391
    From this org
    $0
    From related orgs
    $88,737
    Other
    $17,654
    Hours/week
    0.1 + 40 related

  • David Egan

    ASSISTANT SECRETARY

    Total calculated
    $302,676
    From this org
    $67,980
    From related orgs
    $202,073
    Other
    $32,623
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $60,690 + $178,704 related
    Bonus
    $7,290 + $23,369 related
    Other
    $0
    Deferred
    $0 + $13,553 related
    Nontaxable benefits
    $0 + $19,070 related
    Filer's total
    $67,980 + $234,696 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

The filer's explanations (Part III)

PART I, LINE 3
A COMPENSATION COMMITTEE IS USED TO ESTABLISH COMPENSATION OF RELATED ORGANIZATION'S CEO/CFO,OFFICERS AND KEY EMPLOYEES. BOARD OR COMPENSATION COMMITTEE'S APPROVAL IS ALSO REQUIRED.

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 · income $0 · assets $0

    Directly controlled by GOLDEN OAK MANOR INC

  • AVENA BELLA EAH LLC

    SERVES AS GP IN FEIN 80-0778783, SEE PART III · CA · income $0 · assets $0

    Directly controlled by GOLDEN OAK MANOR INC

  • CATHEDRAL GARDENS OAKLAND LLC

    SERVES AS GP IN FEIN 45-1161586, SEE PART III · CA · income $0 · assets $0

    Directly controlled by GOLDEN OAK MANOR INC

  • GOLDEN OAK MANOR EAH LLC

    SERVES AS GP IN FEIN 36-4810480, SEE PART III · CA · income $0 · assets $0

    Directly controlled by GOLDEN OAK MANOR INC

  • LA LOMA RODEO EAH LLC

    SERVES AS GP IN FEIN 93-1974371, SEE PART III · CA · income -$1,366 · assets $438,104

    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 $386,648 · share of assets $5,992,322 · 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 $33,546 · share of assets $1,053,538 · general or managing partner

    Directly controlled by 45-4523436

  • AVENA BELLA I LP

    RELATED · LOW-INCOME HOUSING · CA · 24.3% owned · share of income $23,454 · share of assets $3,534,671 · general or managing partner

    Directly controlled by 45-4359661

  • CATHEDRAL GARDENS OAKLAND LP

    RELATED · LOW-INCOME HOUSING · CA · 11.03% owned · share of income $26,756 · share of assets $2,128,539 · 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 $491 · share of assets $1,283,031 · 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 · LOW-INCOME HOUSING · CA

  • EAH KUKUI GARDENS INC

    C · LOW-INCOME HOUSING · CA

  • BELOVIDA CECILIA LLC

    C · LOW-INCOME HOUSING · CA

  • HKI HIBISCUS HILLS LLC

    C · LOW-INCOME HOUSING · HI

  • KALANI GARDENS LLC

    C · LOW-INCOME HOUSING · HI

  • ORCHARDS EAH LLC

    C · LOW-INCOME HOUSING · CA

  • AVENA BELLA II EAH LLC

    C · LOW-INCOME HOUSING · CA · 100% owned · share of income -$1,364 · share of assets $29,424 · controlled entity

    Directly controlled by GOLDEN OAK MANOR INC

  • HKI NOHONA LLC

    C · LOW-INCOME HOUSING · HI

  • KUKUI TOWER LLC

    C · LOW-INCOME HOUSING · HI

  • HKI KAWILI LLC

    C · LOW-INCOME HOUSING · HI

Provenance

Return type
form_990
Tax year
2024
Filed
11 August 2025
IRS schema version
2024v5.2
Source object
202512239349301206

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