Nonprofit · EIN 68-0201024
OCONNOR WOODS HOUSING CORPORATION
Tax-exempt · STOCKTON, CA 95209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $37,838,530 | $39,489,902 | -$1,651,372 | $75,366,404 | $60,232,334 | $15,134,070 |
| December 31, 2023 | 990 | $35,988,173 | $39,886,398 | -$3,898,225 | $77,656,346 | $60,449,934 | $17,206,412 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $84,046
- Program service revenue
- $34,936,175
- Investment income
- $2,692,637
- Net gain from sales of assets
- $1,884,733
- Net income from fundraising events
- $1,884
- Net income from gaming
- $4,310
- Other revenue
- $125,672
Expenses
- Grants and similar amounts paid
- $68,600
- Compensation of officers, directors and key employees
- $421,460
- Other salaries and wages
- $14,960,318
- Salaries, compensation and benefits (total)
- $18,952,302
- Professional fundraising fees
- $0
- Legal fees
- $61,090
- Accounting fees
- $79,492
- Occupancy
- $2,718,995
- Travel
- $19,300
- Depreciation
- $5,033,371
- Program services (functional)
- $33,796,584
- Management and general (functional)
- $5,609,658
- Fundraising (functional)
- $83,660
Balance sheet and other
- Total assets, start of year
- $77,656,346
- Total assets, end of year
- $75,366,404
- Total liabilities, end of year
- $60,232,334
- Net assets, end of year
- $15,134,070
- Land, buildings and equipment
- $42,523,012
- Publicly traded securities
- $17,317,741
- Net assets without donor restrictions
- $11,410,808
- Net assets with donor restrictions
- $3,723,262
- Gross receipts
- $49,748,410
- Employees
- 535
- Volunteers
- 12
- Year formed
- 1988
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PENNY MALLETTE | EXECUTIVE DIRECTOR Officer | 40 | $214,529 | $28,798 |
| TAMMY NGUYEN - COORDINATOR | OF RESIDENT ASSESSMENT Highest-paid employee | 40 | $169,227 | $11,509 |
| MICHELLE SMITH | SNF ADMINISTRATOR Key employee | 40 | $164,793 | $13,340 |
| MARY ANN PIANA-CHAPMAN | SENIOR RESIDENTIAL LIVING ADVISOR Highest-paid employee | 40 | $136,716 | $22,570 |
| LEAH ELEMEN | LICENSED VOCATIONAL NURSE Highest-paid employee | 40 | $118,193 | $21,678 |
| SUSAN MACFARLANE | RESIDENTIAL LIVING ADVISOR Highest-paid employee | 40 | $138,907 | $23 |
| ALISHA MERCER | IP QA NURSE LVN Highest-paid employee | 40 | $126,021 | $9,690 |
| MARK ORNELLAS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LOU MEYER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RUDY CROCE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BROOKE MCCOLLOUGH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BETSY DONOVAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KRISTIN FLETCHER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SISTER KATHERINE HAMILTON | BOARD MEMBER (THRU 11/24) Trustee or director | 1 | $0 | $0 |
| DALE NIEMI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERILYN RATTO | BOARD MEMBER Trustee or director | 1 | $0 |
| GARY SPAUGH | BOARD MEMBER (AS OF 11/24) Trustee or director | 1 | $0 |
| MARGARET STEPHENS | BOARD MEMBER Trustee or director | 1 | $0 |
| ANITRA WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PENNY MALLETTE | EXECUTIVE DIRECTOR Officer | 40 | $203,570 | $29,784 |
| MICHELLE SMITH | SNF ADMINISTRATOR Key employee | 40 | $160,684 | $12,583 |
| EDEN MARQUISES | DIRECTOR OF NURSING Highest-paid employee | 40 | $159,208 | $7,826 |
| TAMMY NGUYEN - COORDINATOR | OF RESIDENT ASSESSMENT Highest-paid employee | 40 | $148,243 | $10,541 |
| MARY ANN PIANA-CHAPMAN | SENIOR RESIDENTIAL LIVING ADVISOR Highest-paid employee | 40 | $118,399 | $20,410 |
| LEAH ELEMEN | LICENSED VOCATIONAL NURSE Highest-paid employee | 40 | $119,367 | $17,299 |
| ROSEMARIE ARCEO | DIR. OF STAFF DEVELOPMENT Highest-paid employee | 40 | $120,794 | $10,276 |
| MARGARET STEPHENS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARK ORNELLAS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RUDY CROCE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LOU MEYER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| GREG DOE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BOB FAY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KRISTIN FLETCHER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SISTER KATHERINE HAMILTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BROOKE MCCOLLOUGH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JERILYN RATTO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANITRA WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3400 WAGNER HEIGHTS RD, STOCKTON, CA 95209-4842
- In care of
- % GREG TRAVERSO
- Principal officer (990 for 2024)
- MARK ORNELLAS, 3400 WAGNER HEIGHTS ROAD, STOCKTON, CA 95209
- Signed the 990
- MARK ORNELLAS, BOARD CHAIR
- Phone
- (209) 956-3400
- Website
- WWW.OCONNORWOODS.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0201024 or by the name OCONNOR WOODS HOUSING CORPORATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE EXCEPTIONAL LIVING AND A NETWORK OF SERVICES FOR SENIORS IN OUR REGION TO SUPPORT AND INSPIRE THE HUMAN SPIRIT BY NURTURING WELL-BEING, INDEPENDENCE AND A SENSE OF COMMUNITY.
Program accomplishments
- SKILLED NURSING - LICENSED BY THE CALIFORNIA DEPT OF PUBLIC HEALTH AND CERTIFIED BY THE FEDERAL GOVERNMENT FOR PARTICIPATION IN MEDICARE. EXTENSIVE IN-PATIENT AND OUT-PATIENT THERAPIES ARE PROVIDED IN ORDER TO RETURN RESIDENTS TO THEIR HOME OR ALLOW THEM TO BE AS INDEPENDENT AS POSSIBLE.Expenses $13,800,517 · revenue $12,535,404
- INDEPENDENT LIVING - PROVIDES PHYSICAL, CIVIC, CULTURAL, SOCIAL AND RECREATIONAL ACTIVITIES AND AN OVERALL ENVIRONMENT CONDUCIVE TO DIGNITY AND INDEPENDENCE. SERVICES PROVIDED INCLUDE: HOUSING, MEALS, HOUSEKEEPING, AND VARIOUS WELLNESS, FITNESS, HEALTH, SOCIAL, SPIRITUAL AND RECREATIONAL PROGRAMS AND ACTIVITIES. THE COMMUNITY IS SPECIALLY DESIGNED TO ENHANCE THE OLDER ADULT'S ABILITY TO REMAIN AS INDEPENDENT AS POSSIBLE.Expenses $11,089,767 · grants $58,400 · revenue $12,387,394
- ASSISTED LIVING - LICENSED BY THE STATE OF CALIFORNIA AS A RESIDENTIAL CARE FACILITY FOR THE ELDERLY, THE ASSISTED LIVING FACILITIES PROVIDE 24 HOUR CARE AND SUPERVISION IN A RESIDENTIAL ENVIRONMENT.MEMORY CARE - LICENSED BY THE STATE OF CALIFORNIA AS A RESIDENTIAL CARE FACILITY FOR THE ELDERLY TO PROVIDE 24 HOUR MEMORY SUPPORT SERVICES FOR THOSE WHO HAVE AGE-RELATED DEMENTIA OR ALZHEIMER'S DISEASES; A-DAY-AWAY - LICENSED BY THE STATE OF CALIFORNIA TO PROVIDE A SAFE, ENGAGING PLACE FOR LOVED ONES FOR A FEW HOURS OR EVEN A FULL DAY.Expenses $8,896,100 · revenue $9,363,288
- ANCILLARY AND OTHER PROGRAMSExpenses $10,200 · grants $10,200 · revenue $650,089
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 68-0201024
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $75,366,404
- Income (IRS master file)
- $49,748,410
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $37,838,530 | $39,489,902 | $75,366,404 | XML |
| 990 | December 2023 | $35,988,173 | $39,886,398 | $77,656,346 | XML |
| 990 | December 2022 | $33,415,034 | $38,401,365 | $79,616,783 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 68-0201024).
Questions about OCONNOR WOODS HOUSING CORPORATION
- What is the EIN of OCONNOR WOODS HOUSING CORPORATION?
- The employer identification number (EIN) of OCONNOR WOODS HOUSING CORPORATION is 68-0201024.
- Is OCONNOR WOODS HOUSING CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to OCONNOR WOODS HOUSING CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OCONNOR WOODS HOUSING CORPORATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OCONNOR WOODS HOUSING CORPORATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OCONNOR WOODS HOUSING CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of OCONNOR WOODS HOUSING CORPORATION?
- The 990 for the year ended December 31, 2024 names MARK ORNELLAS.
- Who are the officers and directors of OCONNOR WOODS HOUSING CORPORATION?
- The 990 for the year ended December 31, 2024 lists 19 people; 7 received compensation from the organization, the highest $214,529 (PENNY MALLETTE, EXECUTIVE DIRECTOR).
- How much revenue does OCONNOR WOODS HOUSING CORPORATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $37,838,530, expenses of $39,489,902 and total assets of $75,366,404 at year end.
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