2024-05-15T15:03:49-05:00 2023-06-30 263939360 BOMAN ACCOUNTING GROUP INC 20 UNION AVENUE CAMPBELL CA 95008 990 2022-07-01 770069106 LIVE OAK ADULT DAY SERVICES LIVE 4089719363 1147 MINNESOTA AVENUE SAN JOSE CA 95125 HEATHER MOORE EXECUTIVE DIRECTOR 4089719363 2024-05-08 1 HEATHER MOORE 999009999 0 LYNDA R BOMAN CPA P00135429 4088662004 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HEATHER MOORE 1147 MINNESOTA AVENUE SAN JOSE CA 95125 3725069 0 X WWW.LIVEOAKADULTDAYCARE.ORG X 1985 CA PROVIDE DAY CARE SERVICES FOR FRAIL AND DISABLED ELDERY ADULTS 9 9 48 200 0 0 639476 3154380 398058 540565 3659 29657 308 467 1041501 3725069 0 0 0 0 562190 770941 0 0 23689 330277 372936 892467 1143877 149034 2581192 2119608 4735052 48553 90080 2071055 4644972 IMPROVE THE QUALITY OF LIFE FOR FRAIL ELDERLY PERSONS BY REMOVING THEM FROM SOCIAL ISOLATION AND TO PREVENT OR DELAY THEIR INSTITUTIONALIZATION BY HELPING CAREGIVES TO MAINTAIN THEIR SENIOR DEPENDENT RELATIVE IN THE FAMILY HOME. 0 0 845446 540565 THE ORGANIZATION HAS PROVIDED SUPPORT TO 125 FAMILIES DURING FY2022-2023.AT THE BEGINNING OF FY2022-2023, THREE OF THE ORGANIZATION'S FOUR PROGRAMS WERE BACK TO IN-PERSON OPERATIONS ALTHOUGH THEY WERE STILL RAMPING UP TO PRE-COVID LEVELS OF STAFF AND CLIENTS. IN JUNE 2023, THE ORGANIZATION'S FOURTH PROGRAM CENTER REOPENED FOLLOWING SOME FACILITY REMODELING AND CAPITAL IMPROVEMENTS.THE ORGANIZATION CELEBRATED ITS 40TH YEAR OF OPERATION IN APRIL 2023 WITH A PARTY ATTENDED BY REPRESENTATIVES FROM THE US CONGRESS AND THE SANTA CLARA COUNTY SUPERVISORS. 845446 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 48 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X X THE HEALTH TRUST 4085138700 3180 NEWBERRY DRIVE SUITE 200 SAN JOSE CA 95118 MICHAEL MILLER MEMBER 1.00 X 0 0 0 DANIEL CANALES MEMBER 1.00 X 0 0 0 CHRISTIAN LEI MEMBER 1.00 X 0 0 0 GUS VOGEL MEMBER 1.00 X 0 0 0 PALANI KARUPPAN MEMBER 1.00 X 0 0 0 NAJIB HAKIM MEMBER 1.00 X 0 0 0 MAYRA MARQUEZ CHAIR 1.00 X 0 0 0 COLLEEN AGOSTINI SECRETARY 1.00 X 0 0 0 KAREN DILLON FINANCE 1.00 X 0 0 0 ANN PETERSON PHD EXECUTIVE DIRECTOR 40.00 X 80110 0 0 80110 0 0 0 0 0 0 0 2045 500655 2651680 3154380 PROGRAM SERVICE FEES 623990 540565 540565 540565 29657 29657 0 2045 0 0 OTHER INCOME 623990 467 467 467 3725069 541032 0 29657 80110 48066 32044 617466 517026 83107 17333 22130 1962 20168 51235 36203 13733 1299 64280 64280 62307 52647 9560 100 476 476 13436 4939 6125 2372 1937 1832 105 105648 85795 18659 1194 1268 1168 100 345 345 38260 35929 2331 16551 16551 OPERATING EXPENSES 60595 58514 1493 588 OTHER EXPENSES 7833 1365 5665 803 1143877 845446 274742 23689 542086 498426 77775 2619521 133092 168857 6411 16172 2222437 925813 1300448 1296624 63839 59796 62208 0 9405 2119608 4735052 48553 85117 0 4963 48553 90080 X 1948234 4641949 122821 3023 2071055 4644972 2119608 4735052 X 2581192 -546 -6729 X 0 1 X 1 0 X 630517 631955 601343 639476 600783 3104074 630517 631955 601343 639476 600783 3104074 3104074 2154 2484 2695 3659 29656 40648 2526 308 469 3303 3148025 2201779 0.98600 0.99470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 352684 352684 1676971 791060 885911 92231 38070 54161 100551 96683 3868 1296624 LEASE LIABILITY 4963 4963 X 3724524 -545 -545 3725069 0 3725069 1150606 6729 6729 1143877 0 1143877 PART X, LINE 2: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF JUNE 30, 2022, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT WRITE-OFF 6,729. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND A COPY IS PROVIDED TO THE BOARD PRIOR TO BEING SUBMITTED FORM 990, PART VI, SECTION B, LINE 12C ANY BOARD MEMBER WITH A POTENTIAL CONFLICT OF INTEREST SHOULD NOTIFY THE BOARD CHAIR AND FULL BOARD AT FULL BOARD MEETING, IF APPLICABLE. EMPLOYEES WITH A POTENTIAL CONFLICT OF INTEREST SHOULD NOTIFY THEIR SUPERVISOR FOR FOLLOW-UP AND RESOLUTION FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS FOR TOP OFFICIAL EXECUTIVE DIRECTOR'S SALARY IS SET BY USING WAGE COMPARABILITY STUDY THAT COMPARES AND ANALYSES SALARIES FOR SIMILAR POSITIONS IN THE NON-PROFIT ARENA FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, EXEMPT RETURNS, CONFLICT OF INTEREST STATEMENT AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST FORM 990, PART XI, LINE 9: BAD DEBT -6,729.