2026-04-07T15:24:49-05:00 2025-06-30 473535842 DAVIS FARR LLP 18201 VON KARMAN AVE SUITE 1100 IRVINE CA 92612 990 2024-07-01 330599371 IRVINE ADULT DAY HEALTH SERVICES INC IRVI 9492621123 20 LAKE IRVINE CA 92604 HOLLIS DALTON EXECUTIVE DIRECTOR 9492621123 2026-04-07 1 1 JENNIFER FARR P00743254 9494742020 2024 2025-03-06 01:10:19Z HOLLIS DALTON 20 LAKE IRVINE CA 92604 1935449 0 X WWW.IRVINEADHS.ORG X 1994 CA IRVINE ADULT DAY HEALTH SERVICES, TOGETHER WITH FAMILIES AND THE COMMUNITY, PROMOTES A LIFESTYLE OF HEALTH, INDEPENDENCE AND ACTIVE LIVING FOR DISABLED AND OLDER ADULTS. 6 6 26 16 0 0 1000086 1198409 533740 710137 19457 8611 0 17091 1553283 1934248 0 0 0 0 927707 1035986 0 0 83479 451496 362859 1379203 1398845 174080 535403 707120 1241438 83801 82716 623319 1158722 IRVINE ADULT DAY HEALTH SERVICES, TOGETHER WITH FAMILIES AND THE COMMUNITY, PROMOTES A LIFESTYLE OF HEALTH, INDEPENDENCE AND ACTIVE LIVING FOR DISABLED AND OLDER ADULTS. 0 0 1110251 710137 IADHS IS THE ONLY LICENSED ADULT DAY HEALTH CARE PROVIDER IN THE CITY OF IRVINE THAT ADMITS AND IS ABLE TO ADDRESS THE CRITICAL NEEDS OF OUR MOST VULNERABLE AND ISOLATED OLDER AND DISABLED ADULTS. OUR PROGRAM AND COMMUNITY-BASED SERVICES SPECIALIZE IN CREATING A PROGRAM THAT IS PERSONALIZED TO THE UNIQUE NEEDS OF THE PARTICIPANT WHILE HONORING THEIR DESIRE TO LIVE INDEPENDENTLY IN THE COMMUNITY OR THEIR HOME. LAST FY WE PROVIDED 6929 DAYS OF CARE TO ENROLLED DISABLED AND OLDER ADULTS. OUR PARTICIPANTS ARE PREDOMINANTLY UNDERSERVED AND UNDERINSURED OLDER ADULTS MANAGING ALZHEIMER'S DISEASE AND OTHER CHRONIC HEALTH CONDITIONS. MANY ARE CONSIDERED FRAIL AND AT-RISK OF ISOLATION, DEPRESSION, HEALTH COMPLICATIONS, AND FURTHER DETERIORATION. WE PROVIDE A CRITICAL SERVICE IN THE COMMUNITY RECEIVING 205 INTAKES AND 41 TOURS. 1110251 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 5 0 26 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X HOLLIS DALTON 9492621123 20 LAKE IRVINE CA 92604 BRIAN KING CHAIRPERSON 1.00 X X 0 0 0 ERIC MORGAN VICE-CHAIRPERSON 1.00 X X 0 0 0 BRYANT SCHULMAN TREASURER 1.00 X X 0 0 0 STEVE GREYSCHOCK SECRETARY 1.00 X X 0 0 0 JENNIFER LYNCH BOARD MEMBER 1.00 X 0 0 0 GERALDINE DATE BOARD MEMBER 1.00 X 0 0 0 HEATHER STRATMAN EXECUTIVE DIRECTOR 40.00 X 79665 0 28 HOLLIS PARMELY EXECUTIVE DIRECTOR 40.00 X 76154 0 6453 155819 0 6481 0 0 0 0 0 973413 224996 1198409 PROGRAM SERVICE INCOME 624100 710137 710137 710137 8611 8611 16477 1201 15276 15276 MISCELLANEOUS REVENUE 900099 1815 1815 1815 1934248 711952 0 23887 159420 122547 24137 12736 731144 547100 119670 64374 78268 78268 67154 48454 13047 5653 37034 7407 29627 7889 7173 716 15031 7515 7516 49926 47929 1997 2907 989 1918 177 177 551 529 22 7410 7128 282 11613 11149 464 MEDICAL SERVICES 94366 94366 FOOD 61579 61579 REPAIRS & MAINTENANCE 32769 31458 1311 CLIENT TRANSPORTATION 14097 14097 27510 22563 4947 1398845 1110251 205115 83479 217707 696240 382358 431927 76610 76695 235654 212087 27194 23567 3251 13009 707120 1241438 53090 60647 30711 22069 83801 82716 X 594318 1148383 29001 10339 623319 1158722 707120 1241438 535403 0 X X 0 1 X 1 0 X 480956 493288 670244 1000086 1198409 3842983 132720 166000 166000 166000 166000 796720 613676 659288 836244 1166086 1364409 4639703 131002 4508701 87 1100 25900 19457 8611 55155 4694858 2461748 0.96030 0.94500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 100000 17 100000 100000 301 301 100000 100000 949 949 100000 100000 939 939 100000 75982 68835 7147 159672 143252 16420 23567 DEPOSITS PAYABLE 9240 LEASE LIABILITY 12829 22069 X 2105048 170800 170800 1934248 0 1934248 1569645 170800 170800 1398845 0 1398845 PART V, LINE 4: ENDOWMENT FUNDS WILL BE USED FOR FUTURE OPERATIONS SUBJECT TO THE BOARD'S APPROVAL. PART X, LINE 2: THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION ("OTHER THAN A PRIVATE FOUNDATION") UNDER SECTION 501(C)(3) AS DESCRIBED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE (THE "CODE") AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, AND, ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME (UBTI) WOULD BE TAXABLE. THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BEFORE FILING BY AN INDEPENDENT ACCOUNTANT OF THE ORGANIZATION. SHE REPORTS TO THE BOARD REGULARLY WITH FINANCIAL REPORTS. HOWEVER, THE BOARD DOES NOT DIRECTLY REVIEW THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS MONITOR CONFLICTS OF INTEREST. THE CONDUCT AND CONFLICT OF INTEREST POLICY IS DOCUMENTED IN THE EMPLOYEE HANDBOOK. EMPLOYEES SIGN OFF AS HAVING RECEIVED, READ AND UNDERSTOOD THE HANDBOOK AT TIME OF HIRE AND AS NEEDED. THE REVIEW AND DETERMINATION THAT A CONFLICT OF INTEREST EXISTS IS MADE BY THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR MAY REFER EMPLOYEE CONFLICT OF INTEREST TO THE BOARD LEVEL AS NECESSARY. IF A CONFLICT OF INTEREST HAS OCCURRED, APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION IS TAKEN. BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY AS PART OF THEIR NEW APPLICATION PACKETS AND ANNUALLY AS PART OF THEIR BOARD COMMITMENT RENEWAL PACKETS. THE BOARD COMMITMENT RENEWAL PROCESS APPEARS AS AN AGENDA ITEM AT A SCHEDULED BOARD MEETING. IF IADHS IS CONSIDERING ENTERING INTO A TRANSACTION OR AGREEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR, COMMITTEE MEMBER OR EMPLOYEE THAT MIGHT RESULT IN A "POSSIBLE EXCESS BENEFIT TRANSACTION," THE REVIEW AND DETERMINATION OF A CONFLICT OF INTEREST IS MADE AT THE BOARD LEVEL. THE BOARD MEMBER HAVING THE POSSIBLE CONFLICT OF INTEREST MAY BE EXCUSED FROM THE BOARD MEETING DURING DISCUSSION. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST MAY EXIST, REASONABLE EFFORTS ARE MADE TO FIND AN ALTERNATIVE ARRANGEMENT. BOARD REVIEW OF CONFLICTS OF INTEREST IS PLACED ON THE AGENDA AT THE REQUEST OF THE CHAIR OR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY AND REVIEW ARE EVALUATED AND PREPARED BY THE EXECUTIVE COMMITTEE. AT THE TIME OF THE ANNUAL BUDGET PREPARATION, ALL OTHER EMPLOYEES' SALARIES ARE PRESENTED TO THE EXECUTIVE COMMITTEE FOR THEIR EVALUATION. THE BOARD HAS THE OPPORTUNITY TO REVIEW AND AMEND ALL COMPENSATION LEVELS, AND IS RESPONSIBLE FOR THE ULTIMATE APPROVAL. ALL SALARY LEVELS, INCLUDING THAT OF THE EXECUTIVE DIRECTOR, ARE BASED ON COMPETITIVE COMPARISONS WITH NONPROFIT COMPENSATION ASSOCIATES FOR SIMILAR SIZE AND BUDGET NONPROFITS IN ORANGE COUNTY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 IS AVAILABLE ON OCNONPROFITCENTRAL.ORG, WHICH IS POWERED BY THE ORANGE COUNTY COMMUNITY FOUNDATION. LINE 2C THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.