Nonprofit · EIN 94-3101464
ON LOK INC HCSR
Tax-exempt · SAN FRANCISCO, CA 94109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $34,826,344 | $27,713,033 | $7,113,311 | $20,012,093 | $3,978,116 | $16,033,977 |
| June 30, 2024 | 990 | $22,790,333 | $28,392,602 | -$5,602,269 | $12,205,717 | $3,613,617 | $8,592,100 |
| June 30, 2023 | 990 | $22,577,169 | $25,961,453 | -$3,384,284 | $17,010,352 | $3,232,466 | $13,777,886 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $11,576,314
- Program service revenue
- $22,805,991
- Investment income
- $570,460
- Net gain from sales of assets
- $224,794
- Net income from fundraising events
- -$127,876
- Other revenue
- -$126,421
Expenses
- Grants and similar amounts paid
- $2,004,107
- Compensation of officers, directors and key employees
- $1,812,851
- Other salaries and wages
- $11,002,504
- Salaries, compensation and benefits (total)
- $15,746,304
- Professional fundraising fees
- $0
- Legal fees
- $245,026
- Accounting fees
- $137,303
- Occupancy
- $313,933
- Travel
- $178,769
- Depreciation
- $105,108
- Program services (functional)
- $23,653,137
- Management and general (functional)
- $2,053,647
- Fundraising (functional)
- $2,006,249
Balance sheet and other
- Total assets, start of year
- $12,205,717
- Total assets, end of year
- $20,012,093
- Total liabilities, end of year
- $3,978,116
- Net assets, end of year
- $16,033,977
- Land, buildings and equipment
- $702,971
- Publicly traded securities
- $11,408,491
- Net assets without donor restrictions
- $15,007,119
- Net assets with donor restrictions
- $1,026,858
- Gross receipts
- $36,667,329
- Employees
- 102
- Volunteers
- 111
- Year formed
- 1989
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GRACE LI | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 40 | $667,125 | $36,664 |
| JOY A MOORE | CHIEF PEOPLE OFFICER Key employee | 40 | $312,935 | $41,519 |
| CARL GERLACH | CFO (THRU 9/2024) Officer | 15 | $350,580 | $2,856 |
| JOHN V BLAZEK | CHIEF DEVELOPMENT OFFICER & ED, OLDS Key employee | 28 | $310,810 | $41,330 |
| DENISE ALTOMARE | DIRECTOR, TALENT MANAGEMENT Highest-paid employee | 40 | $214,575 | $41,538 |
| LINDA M CADOGAN | CONTROLLER Highest-paid employee | 40 | $210,894 | $40,888 |
| HELEN HUCKLEBERRY | DIRECTOR, MARKETING Highest-paid employee | 40 | $208,830 | $40,679 |
| KALLE J HOUSEMAN | DIRECTOR, FP&A (THRU 11/2024) Highest-paid employee | 40 | $201,171 | $16,610 |
| ROBERT JENKINS | CFO (START 9/2024) Officer | 15 | $191,763 | $23,539 |
| AMAN DHILLON | DIRECTOR, ENTERPRISE PROJECT MGMT Highest-paid employee | 40 | $192,870 | $17,944 |
| KEVIN GERBER | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MICHELE LEW | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LYZ FERGUSON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| BARBARA SOLOMON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MAYA ALTMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREGORY CHUN | DIRECTOR Trustee or director | 1 | $0 |
| STEPHEN HESTER | DIRECTOR Trustee or director | 0.4 | $0 |
| STEVEN KIM | DIRECTOR Trustee or director | 1 | $0 |
| ALINA LAGUNA | DIRECTOR Trustee or director | 1 | $0 |
| IRENE RILEY | DIRECTOR (THRU 1/2025) Trustee or director | 0.6 | $0 |
| CANDY RUPP | DIRECTOR Trustee or director | 1 | $0 |
| DAVID SAYEN | DIRECTOR (THRU 1/2025) Trustee or director | 0.6 | $0 |
| SHARON YOW | DIRECTOR (THRU 1/2025) Trustee or director | 0.6 | $0 |
| ALBERT YU MD | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GRACE LI | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 40 | $661,573 | $32,512 |
| MICHAEL WEBB | CHIEF TECH/INFO SEC OFF (THRU 12/2023) Key employee | 40 | $512,177 | $53,207 |
| JOHN V BLAZEK | CHIEF DEVELOPMENT OFFICER & ED, OLDS Key employee | 28 | $302,589 | $39,386 |
| JOY A MOORE | CHIEF PEOPLE OFFICER Key employee | 40 | $313,278 | $24,606 |
| DENISE ALTOMARE | DIRECTOR, TALENT MANAGEMENT Highest-paid employee | 40 | $215,869 | $39,486 |
| LINDA M CADOGAN | CONTROLLER Highest-paid employee | 40 | $202,668 | $39,221 |
| HELEN HUCKLEBERRY | DIRECTOR, MARKETING Highest-paid employee | 40 | $199,041 | $37,186 |
| KALLE J HOUSEMAN | DIR., FINANCIAL PLANNING & ANALYSIS Highest-paid employee | 40 | $190,703 | $16,475 |
| MARIA ANGELITA REYES | DIRECTOR, PEOPLE OPERATIONS Highest-paid employee | 40 | $189,036 | $15,113 |
| CARL GERLACH | CHIEF FINANCIAL OFFICER Officer | 15 | $164,616 | $0 |
| MIN CHANG | CHIEF STRATEGY OFFICER (THRU 3/2024) Key employee | 40 | $153,078 | $0 |
| KEVIN GERBER | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| IRENE RILEY | VICE CHAIR (THRU 1/2024) / DIR (START 1/2024) Trustee or director, Officer | 1.6 | $0 | $0 |
| MICHELE LEW | VICE CHAIR (START 1/2024) Trustee or director, Officer | 0.8 | $0 | $0 |
| LYZ FERGUSON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| BARBARA SOLOMON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MAYA ALTMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREGORY CHUN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVEN KIM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALINA LAGUNA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIANE LEE | DIRECTOR (THRU 1/2024) Trustee or director | 1 | $0 | $0 |
| BETTY LEM | DIRECTOR (START 1/2024) Trustee or director | 0.4 | $0 | $0 |
| DARLENE MAR | DIRECTOR (THRU 1/2024) Trustee or director | 0.6 | $0 | $0 |
| CANDY RUPP | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID SAEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHARON YOW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALBERT YU MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GRACE LI HARPER | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 40 | $658,952 | $30,180 |
| KANWAR SINGH | CHIEF FINANCIAL OFFICER (LEFT 10/22) Officer | 40 | $456,736 | $23,569 |
| DIANA C YIN | CHIEF STRATEGY ANALYTICS (LEFT 03/23) Key employee | 40 | $342,626 | $39,291 |
| MICHAEL WEBB | CHIEF TECH INFO SEC OFCR Key employee | 40 | $308,213 | $49,761 |
| JOY A MOORE | CHIEF PEOPLE OFFICER Key employee | 40 | $304,152 | $30,010 |
| JOHN V BLAZEK | CHIEF DEV OFF & ED OLDS Key employee | 32 | $291,969 | $38,762 |
| ZACK MACDONALD | DIR DEVELOPMENT (LEFT 11/22) Highest-paid employee | 40 | $256,270 | $13,680 |
| SIU K MAN | CONTROLLER (LEFT 03/23) Highest-paid employee | 40 | $196,147 | $36,515 |
| DENISE ALTOMARE | DIR TALENT MANAGEMENT Highest-paid employee | 40 | $200,585 | $31,715 |
| HELEN HUCKLEBERRY | DIR MARKETING Highest-paid employee | 40 | $186,258 | $36,451 |
| ZIWEN ZHU | DIRIEA - DIR INFRA ENG & ARCH Highest-paid employee | 40 | $162,597 | $15,355 |
| KEVIN GERBER | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| IRENE RILEY | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LYZ FERGUSON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| BARBARA SOLOMON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MAYA ALTMAN | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| GREGORY CHUN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVEN KIM | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| ALINA LAGUNA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIANE LEE | DIRECTOR Trustee or director | 0.6 | $0 | $0 |
| WILLIAM LOCK | DIRECTOR (LEFT 01/23) Trustee or director | 0.6 | $0 | $0 |
| DARLENE MAR EX-OFFICIO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CANDY RUPP | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID SAYEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHARON YOW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALBERT YU | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| CARL GERLACH | INTERIM CFO (START 10/22) Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1333 BUSH ST, SAN FRANCISCO, CA 94109-5611
- In care of
- % ROW LAU
- Principal officer (990 for 2024)
- GRACE LI, 1333 BUSH STREET, SAN FRANCISCO, CA 94109
- Signed the 990
- ROB JENKINS, CHIEF FINANCIAL OFFICER
- Phone
- (415) 292-8888
- Website
- WWW.ONLOK.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3101464 or by the name ON LOK INC HCSR.
- 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 RELENTLESSLY PURSUE QUALITY OF LIFE AND QUALITY OF CARE FOR OLDER ADULTS AND THEIR FAMILIES.
Program accomplishments
- PROVIDE MANAGEMENT SUPPORT SERVICES (SUCH AS EXECUTIVE OVERSIGHT, STRATEGIC PLANNING, FINANCIAL MANAGEMENT AND ACCOUNTING, HUMAN RESOURCES MANAGEMENT, INFORMATION SYSTEMS, AND FUNDRAISING) TO AFFILIATED 501(C)(3) ORGANIZATIONS WHICH PROVIDE HOUSING AND COMPREHENSIVE HEALTH CARE TO THE FRAIL ELDERLY AND OTHER SERVICES TO INDIVIDUALS AGED 60 AND OLDER.Expenses $22,658,890 · grants $2,004,106 · revenue $22,161,728
- PROVIDE TECHNICAL ASSISTANCE AND ADMINISTRATIVE SUPPORT SERVICES TO ORGANIZATIONS DEVELOPING OR OPERATING A PACE PROGRAM (PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY).Expenses $994,247 · revenue $644,263
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3101464
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E60)
- Assets (IRS master file)
- $20,012,093
- Income (IRS master file)
- $36,667,329
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $34,826,344 | $27,713,033 | $20,012,093 | IRS |
| 990 | June 2024 | $22,790,333 | $28,392,602 | $12,205,717 | IRS |
| 990 | June 2023 | $22,577,169 | $25,961,453 | $17,010,352 | XML |
| 990 | June 2022 | $17,376,209 | $22,972,282 | $19,946,932 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 94-3101464).
Questions about ON LOK INC HCSR
- What is the EIN of ON LOK INC HCSR?
- The employer identification number (EIN) of ON LOK INC HCSR is 94-3101464.
- Is ON LOK INC HCSR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to ON LOK INC HCSR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ON LOK INC HCSR 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 ON LOK INC HCSR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ON LOK INC HCSR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ON LOK INC HCSR?
- The 990 for the year ended June 30, 2025 names GRACE LI.
- Who are the officers and directors of ON LOK INC HCSR?
- The 990 for the year ended June 30, 2025 lists 24 people; 10 received compensation from the organization, the highest $667,125 (GRACE LI, CHIEF EXECUTIVE OFFICER).
- How much revenue does ON LOK INC HCSR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $34,826,344, expenses of $27,713,033 and total assets of $20,012,093 at year end.
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