2026-05-13T20:02:14-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 943305198 OVER 60-CEI INC OVER 5109814100 PO BOX 11247 BERKELEY CA 94712 JOHN L JENKINS PRESIDENT 5109814100 2026-05-13 1 1 MICHAEL LUMSDEN P01262236 4159561500 2026-05-13 2024 2025-03-06 01:10:19Z JOHN L JENKINS PO BOX 11247 BERKELEY CA 94712 136244 0 X N/A X 1998 CA TO HOLD TITLE TO PROPERTY WHICH IT LEASES TO ITS SUPPORTED ORGANIZATIONS FOR THE PROVISION OF HEALTHCARE SERVICES. 9 7 0 7 0 0 0 0 116598 136244 0 0 0 0 116598 136244 0 0 0 0 0 0 0 0 0 224815 233647 224815 233647 -108217 -97403 753451 708486 1184865 1237303 -431414 -528817 TO HOLD TITLE TO PROPERTY WHICH IT LEASES TO ITS SUPPORTED ORGANIZATIONS FOR THE PROVISION OF HEALTHCARE SERVICES. 0 0 226906 0 136244 THE ORGANIZATION HOLDS TITLE TO PROPERTY WHICH IT LEASES TO ITS SUPPORTED ORGANIZATIONS, LIFELONG MEDICAL CARE AND CENTERS FOR ELDERS' INDEPENDENCE INC., TO SUPPORT THEIR MISSIONS IN PROVIDING HEALTHCARE SERVICES TO THE COMMUNITIES THEY SERVE. 226906 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X JOHN L JENKINS 5109814100 PO BOX 11247 BERKELEY CA 94712 MARIA ELENA ZAMORA MBA VICE PRESIDENT 1.00 40.00 X X 0 512092 43706 DAVID VLIET MBA PRESIDENT (THRU 8/2024) 1.00 40.00 X X 0 537779 10286 CECILIA AVILES PRESIDENT (START 8/2024) 1.00 40.00 X X 0 193162 2277 JUDY S TURIEL EDD SECRETARY 1.00 1.00 X X 0 0 0 PHIL KAMLARZ TRESURER 1.00 1.00 X X 0 0 0 WILLIE PHILLIPS DIRECTOR 1.00 0.00 X 0 0 0 FLORENCE RASKIN DIRECTOR 1.00 1.00 X 0 0 0 ANCEL ROMERO DIRECTOR 1.00 1.00 X 0 0 0 DAN SAWISLAK DIRECTOR 1.00 0.00 X 0 0 0 DICK SHAPIRO DIRECTOR 1.00 0.00 X 0 0 0 0 1243033 56269 0 0 1 0 0 RENTAL INCOME - SUPPOR 531120 136244 136244 136244 136244 136244 0 0 6150 6150 516 516 123259 123259 103647 103647 REGISTRATION FEES 75 75 233647 226906 6741 0 140821 199503 4730258 4221275 612630 508983 753451 708486 1015 60901 1183850 1176402 1184865 1237303 X -431414 -528817 -431414 -528817 753451 708486 -97403 0 X 0 0 0 X X 2 LIFELONG MEDICAL CARE 942502308 7 1 0 73250 CENTERS FOR ELDERS' INDEPENDENCE INC 943123446 10 1 0 62994 2 0 136244 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART I, LINE 12G, COLUMN (VI) THE ORGANIZATION HOLDS TITLE TO, AND LEASES TO ITS SUPPORTED ORGANIZATIONS, PROPERTY FOR USE WITHIN THEIR CHARITABLE OPERATIONS TO SUPPORT THE PROVISION OF HEALTHCARE SERVICES TO THE COMMUNITIES THEY SERVE. 197215 197215 4304789 3996385 308404 228254 224890 3364 508983 DUE TO LIFELONG MEDICAL CARE 379308 DUE TO CENTERS FOR ELDERS' INDEPENDENCE 784194 SECURITY DEPOSITS 12900 1176402 0 0 0 0 0 0 0 0 0 MARIA ELENA ZAMORA MBA VICE PRESIDENT 0 427372 0 84720 0 0 0 39554 0 4152 0 555798 0 0 DAVID VLIET MBA PRESIDENT (THRU 8/2024) 0 323521 0 186333 0 27925 0 549 0 9737 0 548065 0 0 CECILIA AVILES PRESIDENT (START 8/2024) 0 164662 0 28500 0 0 0 1507 0 770 0 195439 0 0 PART I, LINE 3 THE ORGANIZATION'S PRESIDENT IS COMPENSATED BY LIFELONG MEDICAL CARE, OVER 60-CEI INC'S SUPPORTED ORGANIZATION AND A RELATED ORGANIZATION. LIFELONG MEDICAL CARE UTILIZES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE PRESIDENT: COMPENSATION SURVEY OR STUDY; APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO MEMBERS (AS DEFINED BY THE BYLAWS): LIFELONG MEDICAL CARE AND CENTERS FOR ELDERS' INDEPENDENCE, BOTH CALIFORNIA NONPROFIT CORPORATIONS. THE FORM 990 INSTRUCTIONS FURTHER DEFINE A "MEMBER" AS ANY PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WITH THE POWER TO ELECT MEMBERS OF THE GOVERNING BODY; ACCORDINGLY, RESOURCES FOR COMMUNITY DEVELOPMENT, A CALIFORNIA NONPROFIT CORPORATION, IS ALSO CONSIDERED A MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS OF OVER 60-CEI INC. SHALL, AT ALL TIMES, BE LIMITED TO INDIVIDUALS WHO ARE OFFICERS, DIRECTORS, OR EMPLOYEES OF LIFELONG MEDICAL CARE, CENTERS FOR ELDERS' INDEPENDENCE, OR RESOURCES FOR COMMUNITY DEVELOPMENT (OR HAVE THE APPROVAL OF AT LEAST ONE OF THE BOARD OF DIRECTORS OF LIFELONG MEDICAL CARE, CENTERS FOR ELDERS' INDEPENDENCE, OR RESOURCES FOR COMMUNITY DEVELOPMENT). LIFELONG MEDICAL CARE HAS THE POWER TO ELECT FIVE (5) OF THE MAXIMUM THIRTEEN (13) DIRECTORS HOLDING OFFICE AT ANY ONE TIME; CENTERS FOR ELDERS' INDEPENDENCE HAS THE POWER TO ELECT FIVE (5) OF THE MAXIMUM THIRTEEN (13) DIRECTORS HOLDING OFFICE AT ANY ONE TIME; AND RESOURCES FOR COMMUNITY DEVELOPMENT HAS THE POWER TO ELECT THREE (3) OF THE MAXIMUM THIRTEEN (13) DIRECTORS HOLDING OFFICE AT ANY ONE TIME. DURING THE 6/30/2024 TAX YEAR, LIFELONG MEDICAL CARE AND CENTERS FOR ELDERS' INDEPENDENCE EACH ELECTED THREE (3) OF THE NINE (9) DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ACCOUNTING AND FINANCE DEPARTMENT OF LIFELONG MEDICAL CARE (WHO IS THE FISCAL AGENT FOR THE ORGANIZATION) AND REVIEWED BY MANAGEMENT OF LIFELONG MEDICAL CARE; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION IS COVERED BY THE CONFLICT OF INTEREST POLICY OF LIFELONG MEDICAL CARE, WHICH COVERS ALL MEMBERS OF THE BOARD OF DIRECTORS. UNDER THE POLICY, EACH MEMBER OF THE BOARD OF DIRECTORS IS REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST DISCLOSURE FORM DISCLOSING ANY CONFLICTS. UPON WRITTEN DISCLOSURE OF A CONFLICT, THE CONFLICT WILL BE REVIEWED BY INDEPENDENT PERSONS; DURING THIS TIME, THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION, SELECTION, APPROVAL, AWARD OR ADMINISTRATION OF SUCH TRANSACTION. IN MAKING A DETERMINATION OF WHETHER TO PROCEED WITH A PROPOSED TRANSACTION, THE BOARD OR DESIGNATED BODY THEREOF MAY INVESTIGATE ALTERNATIVE COMPETITIVE BIDS OR CONDUCT A COMPARABLE VALUATION TO DETERMINE THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ANY COMPENSATED EMPLOYEES; ACCORDINGLY, FORM 990, PART VI, SECTION B, LINES 15A AND 15B HAVE BEEN ANSWERED "NO". FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. LIFELONG MEDICAL CARE 2344 SIXTH STREET BERKELEY CA 94710 942502308 HEALTHCARE SERVICES CA 501(C)(3) LINE 7 N/A 0 CENTER FOR ELDERS' INDEPENDENCE INC 510 17TH STREET 3RD FLOOR OAKLAND CA 94612 943123446 HEALTHCARE SERVICES CA 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0