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Nonprofiteer
← ON LOK SENIOR HEALTH SERVICE

Form 990 for tax year 2022

Filed by ON LOK SENIOR HEALTH SERVICE.

Totals

Total revenue
$233,282,616
Total expenses
$230,328,421
Contributions and grants received
$2,133,289
Grants paid
$0
Program services expenses (Part IX)
$208,165,941
Management and general expenses
$22,162,480
Fundraising expenses
$0
Program service expenses (Part III)
$208,165,941

Program services were 90.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEPHEN HESTER

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ROBIN FLAGG PHD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • CANDY RUPP

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 1.9 related

  • MARY LANIER

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • LINDA EDELSTEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ANNE FABINY MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • ELIZABETH FERGUSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • DEXTER LOUIE MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MIKE NEUMANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1.5 related

  • SHARON YOW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • ALBERT YU MD

    DIRECTOR (LEFT 01/23)

    Total calculated
    $0
    Hours/week
    1.2 + 0.4 related

  • GRACE LI HARPER

    CEO, OLI

    Total calculated
    $689,132
    From this org
    $0
    From related orgs
    $658,952
    Other
    $30,180
    Hours/week
    5 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $558,952 related
    Bonus
    $0 + $100,000 related
    Other
    $0
    Deferred
    $0 + $20,350 related
    Nontaxable benefits
    $0 + $9,830 related
    Filer's total
    $0 + $689,132 related

  • CARL GERLACH

    INTERIM CFO (START 10/22)

    Total calculated
    $0
    Hours/week
    0 + 40 related

  • JAY S LUXENBERG

    CHIEF MEDICAL OFFICER (LEFT 01/22)

    Total calculated
    $123,506
    From this org
    $119,130
    From related orgs
    $0
    Other
    $4,376
    Hours/week
    40

  • YEE-BUN B LUI

    CHIEF MEDICAL OFFICER

    Total calculated
    $490,527
    From this org
    $435,371
    From related orgs
    $0
    Other
    $55,156
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $400,371
    Bonus
    $35,000
    Other
    $0
    Deferred
    $29,650
    Nontaxable benefits
    $25,506
    Filer's total
    $490,527

  • KANWAR SINGH

    CHIEF FINANCIAL OFFICER (LEFT 10/22)

    Total calculated
    $480,305
    From this org
    $0
    From related orgs
    $456,736
    Other
    $23,569
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,736 related
    Bonus
    $0
    Other
    $0 + $200,000 related
    Deferred
    $0 + $4,930 related
    Nontaxable benefits
    $0 + $18,639 related
    Filer's total
    $0 + $480,305 related

  • EILEEN M KUNZ

    CHIEF OF GOVT AFF & COMPL

    Total calculated
    $327,686
    From this org
    $301,701
    From related orgs
    $0
    Other
    $25,985
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,978
    Bonus
    $25,723
    Other
    $0
    Deferred
    $15,865
    Nontaxable benefits
    $10,120
    Filer's total
    $327,686

  • NICOLE M TORRES

    CHIEF OPERATING OFFICER

    Total calculated
    $355,839
    From this org
    $330,694
    From related orgs
    $0
    Other
    $25,145
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $304,449
    Bonus
    $26,245
    Other
    $0
    Deferred
    $9,150
    Nontaxable benefits
    $15,995
    Filer's total
    $355,839

  • JESSICA AUDRY ENG

    MEDICAL DIRECTOR

    Total calculated
    $377,890
    From this org
    $359,690
    From related orgs
    $0
    Other
    $18,200
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $339,690
    Bonus
    $20,000
    Other
    $0
    Deferred
    $18,200
    Nontaxable benefits
    $0
    Filer's total
    $377,890

  • TERESA PHAM

    ASSOCIATE MED DIRECTOR

    Total calculated
    $415,768
    From this org
    $375,758
    From related orgs
    $0
    Other
    $40,010
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $375,758
    Bonus
    $0
    Other
    $0
    Deferred
    $29,650
    Nontaxable benefits
    $10,360
    Filer's total
    $415,768

  • NAMITA SAHAI

    ASSOCIATE MED DIRECTOR

    Total calculated
    $366,736
    From this org
    $338,086
    From related orgs
    $0
    Other
    $28,650
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $338,086
    Bonus
    $0
    Other
    $0
    Deferred
    $28,650
    Nontaxable benefits
    $0
    Filer's total
    $366,736

  • FAITH WELLS

    ASSOCIATE MED DIRECTOR

    Total calculated
    $331,916
    From this org
    $321,196
    From related orgs
    $0
    Other
    $10,720
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $321,196
    Bonus
    $0
    Other
    $0
    Deferred
    $360
    Nontaxable benefits
    $10,360
    Filer's total
    $331,916

  • LAI W TAM

    RN LEAD

    Total calculated
    $358,739
    From this org
    $339,469
    From related orgs
    $0
    Other
    $19,270
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $339,469
    Bonus
    $0
    Other
    $0
    Deferred
    $9,150
    Nontaxable benefits
    $10,120
    Filer's total
    $358,739

  • SUNNY K PAK

    ASSOCIATE MED DIRECTOR

    Total calculated
    $330,978
    From this org
    $320,074
    From related orgs
    $0
    Other
    $10,904
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $310,074
    Bonus
    $10,000
    Other
    $0
    Deferred
    $839
    Nontaxable benefits
    $10,065
    Filer's total
    $330,978

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
  • 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 2022, KANWAR SINGH, CFO RECEIVED A SEVERANCE PAYMENT OF $200,000.
PART I, LINE 7
OLI'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 AND FINANCIAL PLANS AND PREDEFINED FINANCIAL REWARD OPPORTUNITIES ARE 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 CEO'S AND CFO'S GOALS AND RELATED GOAL WEIGHTS AT THE BEGINNING OF THE FISCAL YEAR AND DETERMINES THE APPROVED DEGREE OF GOAL ATTAINMENT AND RELATED REWARDS 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

No itemized grants to organizations 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 INC

    501(C)(3) · SUPPORTING SERVICE FOR AFFILIATES, MAINTAIN HEALTH CARE MODEL · CA

  • ON LOK DAY SERVICES

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

    Directly controlled by ON LOK INC

  • ON LOK HOUSE INC

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

    Directly controlled by ON LOK INC

  • ON LOK COMMUNITY HOUSING INC

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

    Directly controlled by ON LOK INC

Provenance

Return type
form_990
Tax year
2022
Filed
3 May 2024
IRS schema version
2022v5.0
Source object
202441289349303154

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