ON LOK SENIOR HEALTH SERVICES (EIN 942162549) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

GRACE LI

Phone

4152928888

Tax Period

2023-07-01 to 2024-06-30

ON LOK SENIOR HEALTH SERVICES, founded in 1971, is a major nonprofit in the Health Care sector that reported $259.9M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $251.4M left a modest 3% surplus.

Mission

PROVIDE COMPREHENSIVE HEALTH AND LONG-TERM CARE SERVICES TO THE ELDERLY, ESPECIALLY THOSE WITH LANGUAGE, CULTURAL, OR FINANCIAL BARRIERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,315,449

Program Service Revenue $251,839,523

Investment Income $6,721,369

Other Revenue $44,809

TOTAL REVENUE $259,921,150

Expense Breakdown

Grants Paid $10,877

Salaries & Benefits $115,068,229

Fundraising Expenses $0

Program Expenses $227,981,120

Other Expenses $136,358,397

TOTAL EXPENSES $251,437,503

Year-over-Year Comparison

	2023	2022	Change
Revenue	$259,921,150	$233,282,616	+0.1%
Expenses	$251,437,503	$230,328,421	+0.1%
Net Income	$8,483,647	$2,954,195	+1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

1133

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,397,367

Total Directors

$694,085

Key Employees

$1,201,858

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GRACE LI	CHIEF EXECUTIVE OFFICER	5.00	Officer Director	$0	$32,512	$694,085
STEPHEN HESTER	CHAIR	2.00	Officer Director	$0	$0	$0
ROBIN FLAGG PHD	VICE CHAIR	2.00	Officer Director	$0	$0	$0
CANDY RUPP	TREASURER	2.00	Officer Director	$0	$0	$0
MARY LANIER	SECRETARY	2.00	Officer Director	$0	$0	$0
LINDA EDELSTEIN	DIRECTOR THROUGH 1/2024	1.20	Director	$0	$0	$0
ANNE FABINY MD	DIRECTOR	2.00	Director	$0	$0	$0
LYZ FERGUSON	DIRECTOR	2.00	Director	$0	$0	$0
DEXTER LOUIE MD	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN HINRICHS	DIRECTOR	0.80	Director	$0	$0	$0
MIKE NEUMANN	DIRECTOR	2.00	Director	$0	$0	$0
SHARON YOW	DIRECTOR	2.00	Director	$0	$0	$0
CARL GERLACH	CHIEF FINANCIAL OFFICER	20.00	Officer	$0	$0	$164,616
YEE-BUN B LUI MD	CHIEF MEDICAL OFFICER	40.00	Officer	$480,628	$58,038	$538,666
EILEEN M KUNZ	CHIEF OF GOVT AFFAIRS & COMPLIANCE	40.00	Key Emp	$322,284	$26,806	$349,090
NICOLE M TORRES	CHIEF OPERATING OFFICER	40.00	Key Emp	$409,538	$20,006	$429,544
JESSICA ENG MD	MEDICAL DIRECTOR	37.50	Key Emp	$365,186	$58,038	$423,224
LAI W TAM	RN LEAD	40.00	Highest	$448,382	$20,056	$468,438
RUSSELL LEMESH MD MS FACP FCP	PHYSICIAN	40.00	Highest	$314,881	$20,002	$334,883
JANETTE C LIN MD	CENTER LEAD PHYSICIAN	40.00	Highest	$309,716	$20,002	$329,718
SANI-E ZEHRA MD	CENTER LEAD PHYSICIAN	40.00	Highest	$301,905	$19,778	$321,683
BARBARA J BAUER MD	PHYSICIAN	40.00	Highest	$294,794	$8,844	$303,638

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$259,921,150	$251,437,503	$276,555,334	$8,483,647
2023	$233,282,616	$230,328,421	$209,521,113	$2,954,195
2022	$211,805,666	$201,232,280	$192,120,006	$10,573,386
2021	$202,592,143	$190,919,002	$213,494,929	$11,673,141
2020	$187,204,826	$179,249,554	$181,022,371	$7,955,272
2019	$172,959,057	$167,544,443	$176,216,071	$5,414,614
2018	$160,381,562	$150,391,031	$172,776,667	$9,990,531

ON LOK SENIOR HEALTH SERVICES