Nonprofit · EIN 77-0069106
LIVE OAK ADULT DAY SERVICES
Tax-exempt · SAN JOSE, CA 95125
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,486,494 | $1,626,764 | -$140,270 | $4,791,460 | $81,543 | $4,709,917 |
| June 30, 2024 | 990 | $1,564,244 | $1,466,700 | $97,544 | $4,892,244 | $70,524 | $4,821,720 |
| June 30, 2023 | 990 | $3,725,069 | $1,143,877 | $2,581,192 | $4,735,052 | $90,080 | $4,644,972 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $579,745
- of which government grants
- $487,644
- Program service revenue
- $790,378
- Investment income
- $108,308
- Net rental income
- $8,063
- Other revenue
- $8,063
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $191,736
- Other salaries and wages
- $723,605
- Salaries, compensation and benefits (total)
- $1,050,410
- Professional fundraising fees
- $0
- Occupancy
- $94,187
- Travel
- $854
- Depreciation
- $39,597
- Program services (functional)
- $1,142,237
- Management and general (functional)
- $416,473
- Fundraising (functional)
- $68,054
Balance sheet and other
- Total assets, start of year
- $4,892,244
- Total assets, end of year
- $4,791,460
- Total liabilities, end of year
- $81,543
- Net assets, end of year
- $4,709,917
- Land, buildings and equipment
- $1,216,756
- Publicly traded securities
- $1,354,094
- Net assets without donor restrictions
- $4,676,394
- Net assets with donor restrictions
- $33,523
- Gross receipts
- $1,548,702
- Employees
- 29
- Volunteers
- 75
- Year formed
- 1985
- 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 |
|---|---|---|---|
| HEATHER MOORE | EXECUTIVE DIRECTOR Officer | 40 | $110,299 |
| TONI ENSUNSA | CHIEF OPERATING OFFICER Officer | 40 | $100,250 |
| ANN PETERSON | FORMER EXECUTIVE DIRECTOR (THR 3/24) Officer | 40 | $32,927 |
| COLLEEN AGOSTINI | DIRECTOR Trustee or director, Officer | 1 | $0 |
| KAREN DILLON | TREASURER Trustee or director, Officer | 1 | $0 |
| MAYRA MARQUEZ | CHAIR Trustee or director, Officer | 1 | $0 |
| IZUMI YASKAWA | SECRETARY Trustee or director, Officer | 1 | $0 |
| DANIEL CANALES | DIRECTOR (THR 8/24) Trustee or director | 1 | $0 |
| NAJIB HAKIM | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTIAN LEI | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL MILLER | DIRECTOR Trustee or director | 1 | $0 |
| GUS VOGEL | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN PETERSON THROUGH 324 | EXECUTIVE DIRECTOR Officer | 40 | $103,333 |
| TONI ENSUNSA | CHIEF OPERATING OFFICER Officer | 40 | $89,583 |
| COLLEEN AGOSTINI | DIRECTOR Trustee or director, Officer | 1 | $0 |
| KAREN DILLON | TREASURER Trustee or director, Officer | 1 | $0 |
| MAYRA MARQUEZ | CHAIR Trustee or director, Officer | 1 | $0 |
| HEATHER MOORE AS OF 324 | EXECUTIVE DIRECTOR Officer | 40 | $0 |
| IZUMI YASKAWA | SECRETARY Trustee or director, Officer | 1 | $0 |
| DANIEL CANALES | DIRECTOR Trustee or director | 1 | $0 |
| NAJIB HAKIM | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTIAN LEI | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL MILLER | DIRECTOR Trustee or director | 1 | $0 |
| GUS VOGEL | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN PETERSON PHD | EXECUTIVE DIRECTOR Officer | 40 | $80,110 |
| MICHAEL MILLER | MEMBER Trustee or director | 1 | $0 |
| DANIEL CANALES | MEMBER Trustee or director | 1 | $0 |
| CHRISTIAN LEI | MEMBER Trustee or director | 1 | $0 |
| GUS VOGEL | MEMBER Trustee or director | 1 | $0 |
| PALANI KARUPPAN | MEMBER Trustee or director | 1 | $0 |
| NAJIB HAKIM | MEMBER Trustee or director | 1 | $0 |
| MAYRA MARQUEZ | CHAIR Officer | 1 | $0 |
| COLLEEN AGOSTINI | SECRETARY Officer | 1 | $0 |
| KAREN DILLON | FINANCE Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1147 MINNESOTA AVE, SAN JOSE, CA 95125-3324
- Principal officer (990 for 2024)
- IZUMI YASKAWA, 1147 MINNESOTA AVENUE, SAN JOSE, CA 95125
- Signed the 990
- IZUMI YASKAWA, CURRENT EXECUTIVE DIRECTOR
- Phone
- (408) 971-9363
- Website
- WWW.LIVEOAKADULTDAYCARE.ORG
- Return prepared by
- QUIGLEY & MIRON
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0069106 or by the name LIVE OAK ADULT DAY SERVICES.
- 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
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.
Program accomplishments
- THE ORGANIZATION PROVIDES DAY CARE SERVICES FOR ELDERLY ADULTS WITH MILD TO MODERATE DEMENTIA, AND OTHER AGE-RELATED ILLNESS, LIVING IN SANTA CLARA COUNTY, CALIFORNIA. A SUBSTANTIAL PORTION OF THE ORGANIZATIONFS SUPPORT IS FROM UNITS OF GOVERNMENT AND PRIVATE FOUNDATIONS. THE ORGANIZATIONFS MISSION IS TO ENHANCE THE LIVES OF THE ELDERLY ADULTS WHO ATTEND AND TO PROVIDE SUPPORT AND RESPITE TO THEIR CAREGIVERS. BESIDES PROVIDING RESPITE EACH DAY THAT THE SENIOR ATTENDS LIVE OAK'S PROGRAM, CAREGIVERS ARE PROVIDED REFERRAL SERVICES, EMOTIONAL SUPPORT, AND ACCESS TO TWO CAREGIVER SUPPORTGROUPS EACH MONTH.Expenses $1,142,237 · revenue $790,378
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
- 77-0069106
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P700)
- Assets (IRS master file)
- $4,791,460
- Income (IRS master file)
- $1,548,702
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,486,494 | $1,626,764 | $4,791,460 | IRS |
| 990 | June 2024 | $1,564,244 | $1,466,700 | $4,892,244 | IRS |
| 990 | June 2023 | $3,725,069 | $1,143,877 | $4,735,052 | XML |
| 990 | June 2022 | $1,041,501 | $892,467 | $2,119,608 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 77-0069106).
Questions about LIVE OAK ADULT DAY SERVICES
- What is the EIN of LIVE OAK ADULT DAY SERVICES?
- The employer identification number (EIN) of LIVE OAK ADULT DAY SERVICES is 77-0069106.
- Is LIVE OAK ADULT DAY SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to LIVE OAK ADULT DAY SERVICES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIVE OAK ADULT DAY SERVICES 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 LIVE OAK ADULT DAY SERVICES 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 LIVE OAK ADULT DAY SERVICES 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 LIVE OAK ADULT DAY SERVICES?
- The 990 for the year ended June 30, 2025 names IZUMI YASKAWA.
- Who are the officers and directors of LIVE OAK ADULT DAY SERVICES?
- The 990 for the year ended June 30, 2025 lists 12 people; 3 received compensation from the organization, the highest $110,299 (HEATHER MOORE, EXECUTIVE DIRECTOR).
- How much revenue does LIVE OAK ADULT DAY SERVICES have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,486,494, expenses of $1,626,764 and total assets of $4,791,460 at year end.
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