Live Oak Adult Day Services
- Assets
- $2.1m
- Revenue
- $798.2k
- Investments
- $57.5k
- Employees
- 27
- Location
- San Jose, CA
- Founding
- 07/1985
- Data as of
- 06/2021
- EIN
- 77-0069106
Organization Overview
Live Oak Adult Day Services is located in San Jose, CA. The organization was established in 1985. According to its NTEE Classification (P70) the organization is classified as: Residential Care & Adult Day Programs, under the broad grouping of Human Services and related organizations. As of 06/2021, Live Oak Adult Day Services employed 27 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Live Oak Adult Day Services is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Live Oak Adult Day Services generated $798.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (6.5%) each year. All expenses for the organization totaled $622.4k during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (11.4%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDE DAY CARE SERVICES FOR FRAIL AND DISABLED ELDERY ADULTS
Describe the Organization's Program Activity:
Part 3 - Line 4a
DURING MUCH OF FY 2020-2021, LIVE OAK ADULT DAY SERVICES' PROGRAMS HAD TO BE ADAPTED TO THE COVID PANDEMIC. ON MARCH 17, 2020, ALL LIVE OAK CENTERS WERE CLOSED TO IN-PERSON PROGRAMMING. IN THE NEXT SEVERAL WEEKS, ALTERNATE RESPONSES WERE PLANNED. BY APRIL 6, 2020, THE ORGANIZATION BEGAN A REMOTE PROGRAM THAT RAN FOR 2 HOURS PER DAY. THE ORGANIZATION ALSO BEGAN REACHING OUT INDIVIDUALLY AND REMOTELY TO EACH FAMILY ENROLLED IN THE PROGRAM. THE ORGANIZATION SECURED PPP LOAN TO HELP PAYING STAFF SALARIES. BY THE BEGINNING OF THE FISCAL YEAR, THE ORGANIZATION WAS RUNNING THE DAILY 2-HOUR REMOTE PROGRAM, AND CONNECTING WITH FAMILIES THROUGH PHONE CALLS AND 1 TO 1 REMOTE VISITS. THE ORGANIZATION HAD SECURED FUNDING FOR SEVERAL COMPUTERS WITH WI-FI FOR FAMILIES WHO NEEDED THEM, FUNDING FOR THE REMOTE PROGRAM INCLUDING SUPPLIES NEEDED FOR THE PROGRAM, AND WERE PAYING SALARIES FROM THE PPP LOAN. THE PPP LOAN WAS DEPLETED BY THE END OF JULY. FOLLOWING THAT, 2 STAFF MEMBERS RETIRED, 6 STAFF FILED FOR UNEMPLOYMENT, 5 STAFF FILED FOR PARTIAL UNEMPLOYMENT AND WORKED REDUCED HOURS AND 5 EMPLOYEES TOOK PERCENTAGE CUTS IN SALARIES BUT DID NOT APPLY FOR UNEMPLOYMENT. THIS SET UP CONTINUED UNTIL MAY 2021. THE FIRST PPP LOAN WAS FORGIVEN IN APRIL 2021. ALSO IN APRIL 2021, THE ORGANIZATION RECEIVED A SECOND PPP LOAN WHICH WAS ALSO USED FOR SALARIES. AFTER ALL STAFF RECEIVED THE FULL COVID VACCINE, THE ORGANIZATION RE-OPENED WILLOW GLEN CENTER ON MAY 17, 2021 TO CLIENTS WHO WERE ALSO VACCINATED. THE GILROY AND CUPERTINO CENTERS RE-OPENED IN JUNE 2021. THE PROGRAMS HAVE BEEN OPERATING AT HALF CAPACITY DUE TO SOCIAL DISTANCING REQUIREMENTS AND DUE TO DIFFICULTY IN HIRING NEW STAFF. SOME REMOTE PROGRAMMING HAS CONTINUED: THE 2-HOUR PROGRAM HAS FUNDING UNTIL OCTOBER 1, 2022, AND THE OTHER REMOTE PROGRAM HAS ENDED.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ann Peterson PHD Executive Director | Officer | 40 | $55,500 |
Mayra Marquez Chair | Officer | 1 | $0 |
Christine Moraga Secretary | Officer | 1 | $0 |
Karen Dillon Finance | Officer | 1 | $0 |
Michael Miller Member | Trustee | 1 | $0 |
Daniel Canales Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $515,378 |
| All other contributions, gifts, grants, and similar amounts not included above | $85,965 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $601,343 |
| Total Program Service Revenue | $194,143 |
| Investment income | $2,695 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $798,181 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $46,667 |
| Compensation of current officers, directors, key employees. | $18,667 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $313,732 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $33,165 |
| Payroll taxes | $25,382 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $44,910 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $16,039 |
| Advertising and promotion | $61 |
| Office expenses | $11,394 |
| Information technology | $1,631 |
| Royalties | $0 |
| Occupancy | $56,248 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $478 |
| Interest | $1,416 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $37,380 |
| Insurance | $12,370 |
| All other expenses | $0 |
| Total functional expenses | $622,437 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $513,958 |
| Savings and temporary cash investments | $80,991 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $84,066 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $3,212 |
| Net Land, buildings, and equipment | $1,330,227 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $57,468 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $3,046 |
| Total assets | $2,072,968 |
| Accounts payable and accrued expenses | $58,360 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $67,000 |
| Other liabilities | $0 |
| Total liabilities | $125,360 |
| Net assets without donor restrictions | $1,786,570 |
| Net assets with donor restrictions | $161,038 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,072,968 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that Live Oak Adult Day Services has recieved totaling $323,505.
| Awarding Organization | Amount |
|---|---|
Sourcewise Santa Clara, CA PURPOSE: Title III-B & E | $276,144 |
San Jose Mercury News Wish Book Fund Inc San Jose, CA PURPOSE: GENERAL OPERATING SUPPORT | $30,000 |
Davidson Family Foundation San Jose, CA PURPOSE: COMMUNITY SERVICE | $10,000 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $7,222 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $139 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Home Of Guiding Hands Corporation El Cajon, CA | $31,185,720 | $29,774,572 |
Sacramento Childrens Home Sacramento, CA | $42,542,720 | $26,909,453 |
Counseling Research & Associates Inc Gardena, CA | $3,260,285 | $19,660,484 |
The Village Family Services Inc North Hollywood, CA | $7,166,025 | $19,058,945 |
Community Access Services Ii Inc Beaverton, OR | $5,671,988 | $17,110,675 |
Sierra Vista Child & Family Services Modesto, CA | $6,718,060 | $17,221,429 |
Star View Children And Family Services Inc Long Beach, CA | $12,283,820 | $17,902,778 |
Ori Anuenue Hale Inc Wahiawa, HI | $21,651,305 | $12,406,463 |
Eggleston Youth Centers Inc Irwindale, CA | $7,341,173 | $14,410,118 |
A Better Way Inc Berkeley, CA | $6,054,265 | $13,305,608 |
Maryvale Rosemead, CA | $45,638,495 | $16,300,784 |
Alvord-Taylor Inc Springfield, OR | $6,113,057 | $12,320,840 |