Nonprofit · EIN 68-0149424
OLE HEALTH FOUNDATION
Tax-exempt · NAPA, CA 94558
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,144,158 | $1,648,134 | $1,496,024 | $11,512,769 | $77,120 | $11,435,649 |
| June 30, 2024 | 990 | $4,075,691 | $444,546 | $3,631,145 | $10,018,392 | $365,446 | $9,652,946 |
| June 30, 2023 | 990 | $3,187,034 | $2,030,761 | $1,156,273 | $6,453,389 | $738,454 | $5,714,935 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,738,829
- Program service revenue
- $0
- Investment income
- $404,033
- Net gain from sales of assets
- $110,789
- Other revenue
- $1,296
Expenses
- Grants and similar amounts paid
- $1,000,000
- Compensation of officers, directors and key employees
- $73,721
- Other salaries and wages
- $217,825
- Salaries, compensation and benefits (total)
- $350,251
- Professional fundraising fees
- $0
- Occupancy
- $6,676
- Travel
- $2,029
- Program services (functional)
- $1,000,000
- Management and general (functional)
- $114,140
- Fundraising (functional)
- $533,994
Balance sheet and other
- Total assets, start of year
- $10,018,392
- Total assets, end of year
- $11,512,769
- Total liabilities, end of year
- $77,120
- Net assets, end of year
- $11,435,649
- Publicly traded securities
- $8,182,316
- Net assets without donor restrictions
- $5,924,734
- Net assets with donor restrictions
- $5,510,915
- Gross receipts
- $7,399,734
- Employees
- 0
- Volunteers
- 13
- Year formed
- 1987
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ALICIA HARDY | DIRECTOR / CEO OF COMMUNICARE+OLE Trustee or director, Officer | 1 | $0 | $466,606 | $18,048 |
| ROSE MACISAAC | CHIEF FINANCIAL OFFICER Officer | 8 | $0 | $412,247 | $25,991 |
| SONIA TOLBERT | CHIEF DEVELOPMENT OFFICER Key employee | 14 | $0 | $251,105 | $14,441 |
| NAOKO DALLA VALLE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILL PHELPS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PETE RICHMOND | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICK JONES | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DR RICHARD ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN FINK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SARAH HANSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DARIOUSH KHALEDI | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CARLTON MCCOY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR FRANK NAEYMI-RAD | BOARD MEMBER (THRU 6/2025) Trustee or director | 1 | $0 | $0 | $0 |
| CLAIRE STULL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BARRY WAITTE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD ZAPOLSKI | BOARD MEMBER (THRU 6/2025) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALICIA HARDY | DIRECTOR / CEO OF OLE HEALTH Trustee or director, Officer | 1 | $402,455 | $21,785 |
| SONIA TOLBERT | CHIEF DEVELOPMENT OFFICER Key employee | 14 | $231,101 | $27,494 |
| HEMANTA MUNGUR | FORMER CFO (THROUGH 5/2023) Former | 0 | $136,243 | $10,581 |
| ROSE MACISAAC | CHIEF FINANCIAL OFFICER Officer | 8 | $137,140 | $3,494 |
| NAOKO DALLA VALLE | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| WILL PHELPS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SUZANNE BESU TRUCHARD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RICK JONES | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| STEVEN FINK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SARAH HANSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DARIOUSH KHALEDI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAN LYNCH | BOARD MEMBER THROUGH 3/2024 Trustee or director | 1 | $0 | $0 |
| CARLTON MCCOY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PETER MCCREA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR FRANK NAEYMI-RAD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PETE RICHMOND | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CLAIRE STULL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BARRY WAITTE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TODD ZAPOLSKI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ALICIA HARDY | DIRECTOR / CEO OF OLE HEALTH Trustee or director, Officer | 1 | $0 | $377,325 | $13,077 |
| SONIA TOLBERT | CHIEF DEVELOPMENT OFFICER Key employee | 14 | $0 | $251,733 | $9,665 |
| HEMANTA MUNGUR | CFO THROUGH 5/2023 Officer | 8 | $0 | $229,821 | $9,419 |
| ROSE MACISAAC | CFO THROUGH 2/2022; START 5/2023 Officer | 8 | $0 | $66,536 | $5,066 |
| DARIOUSH KHALEDI | CHAIR THRU 6/2023 / DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NAOKO DALLA VALLE | SECR THRU 6/2023 / CHAIR START 6/2023 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BLAKESLEY CHAPPELLET | VICE CHAIR THRU 6/2023 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILL PHELPS | VICE CHAIR START 6/2023 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICK JONES | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUZANNE BESU TRUCHARD | SECRETARY START 6/2023 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVEN FINK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LESLIE FRANK | DIRECTOR THRU 6/2023 Trustee or director | 1 | $0 | $0 | $0 |
| SARAH HANSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CLIFF LEDE | DIRECTOR THRU 6/2023 Trustee or director | 1 | $0 | $0 | $0 |
| DAN LYNCH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CARLTON MCCOY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PETER MCCREA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR FRANK NAEYMI-RAD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PETE RICHMOND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CLAIRE STULL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BARRY WAITTE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TODD ZAPOLSKI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1141 PEAR TREE LN STE 100, NAPA, CA 94558-6485
- Principal officer (990 for 2024)
- ALICIA HARDY, 1141 PEAR TREE LANE 100, NAPA, CA 94558
- Signed the 990
- ROSE MACISAAC, CFO
- Phone
- (707) 603-7105
- Website
- WWW.OLEHEALTH.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0149424 or by the name OLE HEALTH FOUNDATION.
- 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
OUR MISSION IS TO INSPIRE PHILANTHROPIC CONTRIBUTIONS TO ENSURE THAT OLE HEALTH (DBA COMMUNICARE+OLE) IS ALWAYS HERE TO CARE FOR EVERYONE IN OUR BEAUTIFUL AND DIVERSE COMMUNITY.
Program accomplishments
- OLE HEALTH FOUNDATION PERFORMS FUNDRAISING SERVICES IN SUPPORT OF OLE HEALTH (DBA COMMUNICARE+OLE), A HEALTH CENTER FOR LOW-INCOME INDIVIDUALS AND OTHERS WITHOUT HEALTH INSURANCE. OLE HEALTH FOUNDATION FUNDRAISES TO CREATE LASTING RESERVE FUNDS, ENSURING THAT COMMUNICARE+OLE CAN CONTINUE TO PROVIDE HIGH QUALITY PRIMARY HEALTH CARE TO OUR ENTIRE COMMUNITY.Expenses $1,000,000 · grants $1,000,000
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
- 68-0149424
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30Z)
- Assets (IRS master file)
- $11,512,769
- Income (IRS master file)
- $7,399,734
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,144,158 | $1,648,134 | $11,512,769 | IRS |
| 990 | June 2024 | $4,075,691 | $444,546 | $10,018,392 | IRS |
| 990 | June 2023 | $3,187,034 | $2,030,761 | $6,453,389 | XML |
| 990 | June 2022 | $2,792,429 | $2,313,356 | $5,556,621 | IRS |
| 990 | 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 68-0149424).
Questions about OLE HEALTH FOUNDATION
- What is the EIN of OLE HEALTH FOUNDATION?
- The employer identification number (EIN) of OLE HEALTH FOUNDATION is 68-0149424.
- Is OLE HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to OLE HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does OLE HEALTH FOUNDATION 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 OLE HEALTH FOUNDATION 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 OLE HEALTH FOUNDATION 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 OLE HEALTH FOUNDATION?
- The 990 for the year ended June 30, 2025 names ALICIA HARDY.
- Who are the officers and directors of OLE HEALTH FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does OLE HEALTH FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,144,158, expenses of $1,648,134 and total assets of $11,512,769 at year end.
Other nonprofits in NAPA
- COMMUNITY FOUNDATION OF THE NAPA VALLEY EIN 68-0349777 · last filed 990 for 2025
- DOCTORS COMPANY FOUNDATION EIN 26-1636256 · last filed 990-PF for 2025
- FIRST DOLLAR FOUNDATION EIN 46-1910598 · last filed 990-PF for 2024
- SYAR FOUNDATION EIN 94-3315815 · last filed 990-PF for 2025
- ISABEL AND MICHAEL MONDAVI FOUNDATION EIN 20-2002457 · last filed 990-PF for 2025
- BOESCHEN FAMILY FOUNDATION EIN 91-1913189 · last filed 990-PF for 2025
- WANG FAMILY FOUNDATION EIN 68-0338738 · last filed 990-PF for 2024
- CFNV CHARITABLE REAL ESTATE FUND EIN 01-0816065 · last filed 990 for 2025
All nonprofits in NAPA · California · Philanthropy, voluntarism and grantmaking foundations