2026-05-15T14:34:19-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 680149424 OLE HEALTH FOUNDATION OLEH 7076037105 1141 PEAR TREE LANE 100 NAPA CA 94558 ROSE MACISAAC CFO 7076037105 2026-05-14 1 1 MICHAEL LUMSDEN P01262236 4159561500 2026-05-14 2024 2025-03-06 01:10:19Z ALICIA HARDY 1141 PEAR TREE LANE 100 NAPA CA 94558 7399734 0 X WWW.OLEHEALTH.ORG X 1987 CA FUNDRAISING AND OTHER SERVICES TO SUPPORT OLE HEALTH (DBA COMMUNICARE+OLE). 12 11 0 13 0 0 4303619 2738829 0 0 82836 404033 -310764 1296 4075691 3144158 0 1000000 0 0 327703 350251 0 0 533994 116843 297883 444546 1648134 3631145 1496024 10018392 11512769 365446 77120 9652946 11435649 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. 0 0 1000000 1000000 0 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. 1000000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X CINDY JOHNSON 7072541770 2650 NAPA VALLEY CORPORATE DRIVE NAPA CA 94558 ALICIA HARDY DIRECTOR / CEO OF COMMUNICARE+OLE 1.00 39.00 X X 0 466606 18048 NAOKO DALLA VALLE CHAIR 1.00 0.00 X X 0 0 0 WILL PHELPS VICE CHAIR 1.00 0.00 X X 0 0 0 PETE RICHMOND SECRETARY 1.00 2.00 X X 0 0 0 RICK JONES TREASURER 1.00 2.00 X X 0 0 0 DR RICHARD ANDERSON BOARD MEMBER 1.00 0.00 X 0 0 0 STEVEN FINK BOARD MEMBER 1.00 0.00 X 0 0 0 SARAH HANSEN BOARD MEMBER 1.00 0.00 X 0 0 0 DARIOUSH KHALEDI BOARD MEMBER 1.00 0.00 X 0 0 0 CARLTON MCCOY BOARD MEMBER 1.00 0.00 X 0 0 0 DR FRANK NAEYMI-RAD BOARD MEMBER (THRU 6/2025) 1.00 0.00 X 0 0 0 CLAIRE STULL BOARD MEMBER 1.00 0.00 X 0 0 0 BARRY WAITTE BOARD MEMBER 1.00 0.00 X 0 0 0 TODD ZAPOLSKI BOARD MEMBER (THRU 6/2025) 1.00 0.00 X 0 0 0 ROSE MACISAAC CHIEF FINANCIAL OFFICER 8.00 32.00 X 0 412247 25991 SONIA TOLBERT CHIEF DEVELOPMENT OFFICER 14.00 26.00 X 0 251105 14441 0 1129958 58480 0 0 1 0 0 2738829 110501 2738829 293244 293244 4366365 4255576 110789 110789 110789 MISCELLANEOUS REVENUE 900099 1296 1296 1296 3144158 0 0 405329 1000000 1000000 73721 73721 217825 217825 11003 11003 29668 29668 18034 18034 28627 28627 23694 23694 20975 19200 1775 6676 6676 2029 2029 2090 2090 EVENT LOGISTICS 158074 158074 ADMIN OVERHEAD 24000 24000 DUES & SUBSCRIPTIONS 17376 17376 STORAGE 6840 6840 7502 7302 200 1648134 1000000 114140 533994 1999931 143092 3987500 3107685 9601 9601 3951285 8182316 70075 70075 10018392 11512769 365446 77120 365446 77120 X 5347181 5924734 4305765 5510915 9652946 11435649 10018392 11512769 1496024 286679 0 X 0 1 X 1 0 X 1056773 2278644 2878216 4303619 2738829 13256081 1056773 2278644 2878216 4303619 2738829 13256081 4413250 8842831 20111 252400 82573 105185 293244 753513 242216 242216 17 1296 1313 14253123 0.62040 0.68220 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 17. 2024 AMOUNT: $ 1,296. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED ORGANIZATION 77120 77120 X PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA REVENUE AND TAXATION CODE. AS OF JUNE 30, 2025, THE ORGANIZATION HAD NO UNRECOGNIZED TAX POSITIONS OR UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 OLE HEALTH (DBA COMMUNICAREOLE) 1141 PEAR TREE LANE SUITE 100 NAPA CA 94558 237221695 501(C)(3) 1000000 0 GENERAL SUPPORT 1 0 PART I, LINE 2: DURING THE JUNE 30, 2025 TAX YEAR, THE ORGANIZATION PROVIDED GRANTS SOLELY TO OLE HEALTH (DBA COMMUNICARE+OLE), A RELATED ORGANIZATION. BOTH ORGANIZATIONS MAINTAIN AN OVERLAP OF OFFICERS, WHO MONITOR PROPER USE OF THE GRANT FUNDS. 0 0 0 0 0 0 0 0 0 ALICIA HARDY DIRECTOR / CEO OF COMMUNICARE+OLE 0 385962 0 2125 0 78519 0 14051 0 3997 0 484654 0 0 ROSE MACISAAC CHIEF FINANCIAL OFFICER 0 350389 0 625 0 61233 0 12333 0 13658 0 438238 0 0 SONIA TOLBERT CHIEF DEVELOPMENT OFFICER 0 223077 0 625 0 27403 0 10025 0 4416 0 265546 0 0 PART I, LINE 3 THE CEO IS COMPENSATED BY OLE HEALTH (DBA COMMUNICARE+OLE), A RELATED ORGANIZATION. OLE HEALTH (DBA COMMUNICARE+OLE) UTILIZES THE FOLLOWING METHODS TO DETERMINE COMPENSATION OF THE CEO: COMPENSATION SURVEYS OR STUDIES; APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. X 1 110501 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED (DEFINED AS EACH SEPARATE GIFT) IN SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 6 OLE HEALTH FOUNDATION DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS; HOWEVER, THE FORM 990 INSTRUCTIONS ALSO DEFINE A "MEMBER" AS ANY PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WHO, PURSUANT TO A PROVISION OF THE ORGANIZATION'S GOVERNING DOCUMENTS, HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE (INCLUDING ELECTING MEMBERS OF THE GOVERNING BODY). ACCORDINGLY, OLE HEALTH FOUNDATION HAS ONE SOLE MEMBER: OLE HEALTH (DBA COMMUNICARE+OLE). FORM 990, PART VI, SECTION A, LINE 7A OLE HEALTH (DBA COMMUNICARE+OLE), OLE HEALTH FOUNDATION'S SUPPORTED ORGANIZATION, HAS THE POWER TO APPOINT EACH OF THE DIRECTORS OF OLE HEALTH FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B TO PREPARE THE FORM 990, THE ORGANIZATION UTILIZED A PROFESSIONAL ACCOUNTING FIRM WHO WORKED WITH THE ORGANIZATION'S FINANCE AND ACCOUNTING TEAM TO GATHER THE REQUIRED INFORMATION. UPON REVIEW OF THE FORM 990 BY THE ORGANIZATION'S MANAGEMENT TEAM, A COPY OF THE FORM 990 WITH ALL RELATED SCHEDULES AND STATEMENTS WAS PROVIDED TO MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING IN ORDER TO ALLOW SUFFICIENT TIME FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND OFFICERS OF OLE HEALTH FOUNDATION HAVE A RESPONSIBILITY TO MAKE FULL DISCLOSURE OF INTERESTS THAT MIGHT RESULT IN OR HAVE THE APPEARANCE OF A CONFLICT IN SATISFYING THEIR FIDUCIARY OBLIGATIONS TO OLE HEALTH FOUNDATION. IN THAT REGARD, IT IS THE POLICY OF OLE HEALTH FOUNDATION TO REFRAIN FROM CONSUMMATING ANY TRANSACTION INVOLVING A POTENTIAL CONFLICT OF INTEREST UNTIL ALL RELEVANT AND PERTINENT FACTS REGARDING THE POTENTIAL CONFLICT HAVE BEEN DISCLOSED AND CONSIDERED, DURING WHICH TIME THE INTERESTED PARTY WOULD REFRAIN FROM DELIBERATIONS. DIRECTORS AND OFFICERS ARE REQUIRED TO REVIEW AND SIGN THE "STATEMENT PERTAINING TO CONFLICT OF INTEREST AND CONFIDENTIALITY" UPON APPOINTMENT, ELECTION AND HIRE, AND THEN ANNUALLY THEREAFTER. ACTIVITIES THAT MAY CAUSE A CONFLICT OF INTEREST ARE REPORTED TO AND MONITORED BY THE BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT DIRECTLY COMPENSATE ANY INDIVIDUALS; ALL EMPLOYEES PERFORMING WORK FOR OLE HEALTH FOUNDATION ARE COMPENSATED BY OLE HEALTH (DBA COMMUNICARE+OLE), A RELATED ORGANIZATION. AS SUCH, PART VI, SECTION B, LINES 15A AND 15B HAVE BEEN ANSWERED "NO" AS MANDATED BY THE FORM 990 INSTRUCTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE ALL AVAILABLE UPON REQUEST. OLE HEALTH 1141 PEAR TREE LANE SUITE 100 NAPA CA 94558 237221695 HEALTH CARE TO LOW INCOME AND UNINSURED RESIDENTS CA 501(C)(3) LINE 7 N/A 0 OLE HEALTH NMTC 1141 PEAR TREE LANE SUITE 100 NAPA CA 94558 815395044 SUPPORT THE CHARITABLE PURPOSES OF OLE HEALTH AND OLE HEALTH FOUNDATION CA 501(C)(3) LINE 12A, I OLE HEALTH 0 NAPA VALLEY VINTNERS COMMUNITY HEALTH CENTER 1141 PEAR TREE LANE SUITE 100 NAPA VA 94558 680467715 LEASE OF HEALTHCARE FACILITIES TO OLE HEALTH CA 501(C)(3) LINE 12A, I OLE HEALTH 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0