Nonprofit · EIN 94-2663536
LIVE OAK INSTITUTE
Tax-exempt · BERKELEY, CA 94705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $34,684 | $83,743 | -$49,059 | $33,466 | – | $33,466 |
| December 31, 2023 | 990-EZ | $97,981 | $78,165 | $19,816 | $67,820 | $3,058 | $64,762 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $25,784
- Program service revenue
- $8,875
- Other revenue
- $25
Expenses
- Compensation of officers, directors and key employees
- $36,000
- Salaries, compensation and benefits (total)
- $38,991
- Professional fees and payments to contractors
- $17,408
- Printing, publications and postage
- $495
- Other expenses
- $26,849
Balance sheet and other
- Total assets, start of year
- $82,525
- Total assets, end of year
- $33,466
- Total liabilities, end of year
- –
- Net assets, end of year
- $33,466
- Cash, savings and investments
- $29,819
- Gross receipts
- $34,684
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Barry Barkan | Director | 40 | $36,000 | $2,642 |
| Ahouva Steinhaus | President | 1 | $0 | $0 |
| Debora Barkan | Secretary | 10 | $0 | $0 |
| William Segesta | Treasurer | 1 | $0 | $0 |
990-EZ for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Barry Barkan | Director | 40 | $36,000 | $3,191 |
| Ahouva Steinhaus | President | 1 | $0 | – |
| Debora Barkan | Secretary | 10 | $0 | – |
| William Segesta | Treasurer | 1 | $0 | – |
Address and contacts
- Address (IRS master file)
- 2719 DERBY ST, BERKELEY, CA 94705-1358
- In care of
- % BARRY BARKAN
- Mailing address (990-N for 2020)
- 2719 Derby St, Berkeley CA 94705
- Principal officer (990-N for 2020)
- Barry Barkan, 2719 Derby St, Berkeley CA 94705
- Signed the 990-EZ
- Barry Barkan, Director
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2663536 or by the name LIVE OAK INSTITUTE.
- 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
Live Oak Institutes purpose is to develop programs and approaches to bring about cultural transformation as it relates to quality of life and meaning for elders and those who serve and relate to them.
Program accomplishments
- Played a significant development role in the design implementation and creation of a national working group and a national presence for the Live Oak Project with the purpose of reimagining redesigning and transforming the system of services and supports for elders and people living with disabilities to result in an integrated person centered system that supports the ability of each person living and providing care within the system to achieve their highest potential.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 94-2663536
- 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
- 1980
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $33,466
- Income (IRS master file)
- $34,684
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $34,684 | $83,743 | $33,466 | IRS |
| 990-EZ | December 2023 | $97,981 | $78,165 | $67,820 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: Barry Barkan | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Barry Barkan | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-EZ | December 2017 | – | – | – | 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 94-2663536).
Questions about LIVE OAK INSTITUTE
- What is the EIN of LIVE OAK INSTITUTE?
- The employer identification number (EIN) of LIVE OAK INSTITUTE is 94-2663536.
- Is LIVE OAK INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to LIVE OAK INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIVE OAK INSTITUTE file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of LIVE OAK INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIVE OAK INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who is the principal officer of LIVE OAK INSTITUTE?
- The 990-N for 2020 names Barry Barkan.
- Who are the officers and directors of LIVE OAK INSTITUTE?
- The 990-EZ for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $36,000 (Barry Barkan, Director).
- How much revenue does LIVE OAK INSTITUTE have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $34,684, expenses of $83,743 and total assets of $33,466 at year end.
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