Nonprofit · EIN 94-2768581
LIVE OAK SENIORS INC
Tax-exempt · CLEARLAKE OKS, CA 95423
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $457,309 | $478,351 | -$21,042 | $670,633 | $20,200 | $650,433 |
| June 30, 2025 | 990 | $443,212 | $542,218 | -$99,006 | $687,696 | $16,221 | $671,475 |
| June 30, 2024 | 990 | $446,887 | $478,703 | -$31,816 | $787,297 | $16,816 | $770,481 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $350,140
- of which government grants
- $175,447
- Program service revenue
- $0
- Investment income
- $41,494
- Net income from fundraising events
- $2,953
- Other revenue
- $65,675
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $163,417
- Salaries, compensation and benefits (total)
- $177,588
- Professional fundraising fees
- $0
- Accounting fees
- $4,238
- Travel
- $1,380
- Depreciation
- $14,414
- Program services (functional)
- $360,172
- Management and general (functional)
- $118,179
Balance sheet and other
- Total assets, start of year
- $687,696
- Total assets, end of year
- $670,633
- Total liabilities, end of year
- $20,200
- Net assets, end of year
- $650,433
- Land, buildings and equipment
- $36,035
- Net assets without donor restrictions
- $650,433
- Gross receipts
- $457,309
- Employees
- 5
- Volunteers
- 15
- Year formed
- 1981
- 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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nancy Matuska | Secretary Trustee or director | 0 | $0 |
| Karey Karkoska | Member Trustee or director | 0 | $0 |
| Susan Andrade | Vice President Trustee or director | 0 | $0 |
| Judy Noell | President Officer | 0 | $0 |
| Majella Wilhelm | Treasurer Officer | 0 | $0 |
| Richard Crowell | Member Officer | 0 | $0 |
| Danny Hobbs | Executive Director | 30 | $0 |
990 for the year ended June 30, 2025: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nancy Matuska | Secretary Trustee or director | 0 | $0 |
| Karey Karkoska | Member Trustee or director | 0 | $0 |
| Susan Andrade | Vice President Trustee or director | 0 | $0 |
| Judy Noell | President Officer | 0 | $0 |
| Majella Wilhelm | Treasurer Officer | 0 | $0 |
| Richard Crowell | Member Officer | 0 | $0 |
| Danny Hobbs | Executive Director | 30 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Majella Wilhelm | Secretary Trustee or director | 0 | $0 |
| Beverly Van Pelt | Member Trustee or director | 0 | $0 |
| Susan Andrade | Vice President Trustee or director | 0 | $0 |
| Judy Noell | President Officer | 0 | $0 |
| Margaret Medeiros | Treasurer Officer | 0 | $0 |
| Karen Graf | Member Officer | 0 | $0 |
| Ginger Frank | Member Officer | 0 | $0 |
| Danny Hobbs | Executive Director | 30 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1389, CLEARLAKE OKS, CA 95423-1389
- Principal officer (990 for 2025)
- Danny Hobbs
- Signed the 990
- Danny Hobbs, Executive Dir.
- Phone
- (707) 998-1950
- Return prepared by
- PAT ALAN TURNER A PROF CORP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2768581 or by the name LIVE OAK SENIORS INC.
- 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
To provide support, food, entertainment and information for seniors and handicapped individuals.
Program accomplishments
- To provide services and support to seniors and other members of the community who need it.Expenses $360,172 · revenue $415,815
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 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-2768581
- 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
- 1983
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $670,633
- Income (IRS master file)
- $457,309
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $457,309 | $478,351 | $670,633 | XML |
| 990 | June 2025 | $443,212 | $542,218 | $687,696 | XML |
| 990 | June 2024 | $446,887 | $478,703 | $787,297 | IRS |
| 990 | June 2023 | $472,183 | $392,644 | $874,269 | IRS |
| 990 | June 2022 | $530,918 | $406,669 | $738,087 | IRS |
| 990 | June 2021 | – | – | – | 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 94-2768581).
Questions about LIVE OAK SENIORS INC
- What is the EIN of LIVE OAK SENIORS INC?
- The employer identification number (EIN) of LIVE OAK SENIORS INC is 94-2768581.
- Is LIVE OAK SENIORS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to LIVE OAK SENIORS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIVE OAK SENIORS INC 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 SENIORS INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIVE OAK SENIORS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of LIVE OAK SENIORS INC?
- The 990 for the year ended June 30, 2026 names Danny Hobbs.
- Who are the officers and directors of LIVE OAK SENIORS INC?
- The 990 for the year ended June 30, 2026 lists 7 people; 0 received compensation from the organization.
- How much revenue does LIVE OAK SENIORS INC have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $457,309, expenses of $478,351 and total assets of $670,633 at year end.
Other nonprofits in CLEARLAKE OKS
- LAKE COUNTY SILVER FOUNDATION EIN 82-2888820 · last filed 990-N for 2025
- CITIZENS CARING FOR CLEARLAKE EIN 92-3180631 · last filed 990 for 2024
- CLEAR LAKE KEYS CLUB EIN 94-1621340 · last filed 990-EZ for 2025
- CLEARLAKE OAKS LODGE NO 2284 LOYAL ORDER OF MOOSE EIN 23-7182728 · last filed 990-EZ for 2026
- CLEARLAKE OAKS GLENHAVEN BUSINESS ASSOCIATION EIN 68-0027391 · last filed 990-EZ for 2025
- CITY OF CLEARLAKE ANIMAL ASSOCIATION EIN 83-0860030 · last filed 990-N for 2024
- NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION EIN 68-0015660 · last filed 990-N for 2025
- SPRING VALLEY LAKES PROPERTY OWNERS ASSOCIATION EIN 94-2594928 · last filed 990-N for 2024
All nonprofits in CLEARLAKE OKS · California · Human services