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Twelve Oaks Foundation

  • Altadena, CA
  • Tax-exempt since Dec. 1958
  • EIN: 95-1750019

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Housing, Shelter / Senior Citizens' Housing/Retirement Communities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.92M (2023)

Expenses
$2.46M (2023)

Total Assets
$7.72M (2023)

Total Liabilities
$4.75M (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,924,649
Expenses
$2,455,867
Net Income
-$531,218
Net Assets
$2,965,678
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,663
0.3%
Program Services $1,913,756
99.4%
Investment Income $3,230
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,000
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $151,101
6.2%
Professional Fundraising Fees $0
Other Salaries and Wages $906,428
36.9%
Assets/Debt
Total Assets $7,720,014
Total Liabilities $4,754,336
Net Assets $2,965,678
Compensation
Key Employees and Officers Compensation Related Other
Denise Gotto (Executive Director) $148,528 $0 $13,329
James S Rothrock (President & Ceo) $0 $622,406 $48,657
Catherine May (Chair) $0 $0 $0
Gwen Whitson (Vice Chair) $0 $0 $0
Tim Hartley (Secretary Treasurer) $0 $0 $0
Jonathan Cullen (Director) $0 $0 $0
Gerty Garner (Director) $0 $0 $0
Joyce Huyett Turner (Director) $0 $0 $0
Jack Lantz (Director) $0 $0 $0
Robert Long (Director) $0 $0 $0
Gabriel Mendham (Director) $0 $0 $0
Michael Ryan (Director) $0 $0 $0
Jane Schlegel (Director) $0 $0 $0
Jim White (Director) $0 $0 $0
Evelyn Danowitz (Director (Thru Jan 2023)) $0 $0 $0
Bill Horsfall (Director (Thru Aug 2022)) $0 $0 $0
Rose Chan Loui (Director (Thru Oct 2022)) $0 $0 $0
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Document Links

990
Filed on May 2, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,631,318
Expenses
$2,194,316
Net Income
-$562,998
Net Assets
$2,991,640
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,629,992
99.9%
Investment Income $426
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $900
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $29,207
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,017,319
46.4%
Assets/Debt
Total Assets $7,762,840
Total Liabilities $4,771,200
Net Assets $2,991,640
Compensation
Key Employees and Officers Compensation Related Other
Denise Grotto (Executive Director) $120,310 $0 $10,086
James S Rothrock (President & Ceo) $0 $623,954 $45,038
Cathy May (Chair) $0 $0 $0
Jim White (Secretary Treasurer) $0 $0 $0
Evelyn Danowitz (Director) $0 $0 $0
Rose Chan Loui (Director) $0 $0 $0
Gabriel Mendham Chuck (Director) $0 $0 $0
Bill Horsfall (Director) $0 $0 $0
Bruce Farrar (Director) $0 $0 $0
Jack Lantz (Director) $0 $0 $0
Jonathan Cullen (Director) $0 $0 $0
Richard Flores (Director) $0 $0 $0
Tim Hartley (Director) $0 $0 $0
Joyce Huyett (Director) $0 $0 $0
Gwen Whitson (Director) $0 $0 $0
Robert A Long (Director) $0 $0 $0
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Document Links

990
Filed on June 5, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,055,694
Expenses
$1,342,924
Net Income
-$287,230
Net Assets
$3,050,213
Notable Sources of Revenue Percent of Total Revenue
Contributions $159,831
15.1%
Program Services $893,583
84.6%
Investment Income $280
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,000
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $577,332
43.0%
Assets/Debt
Total Assets $8,072,518
Total Liabilities $5,022,305
Net Assets $3,050,213
Compensation
Key Employees and Officers Compensation Related Other
James S Rothrock (President & Ceo) $0 $0 $0
Cathy May (Chair) $0 $0 $0
Jim White (Secretary Treasurer) $0 $0 $0
Evelyn Danowitz (Director/Vice Chair) $0 $0 $0
Rose Chan Loui (Director) $0 $0 $0
Gabriel Mendham Chuck (Director) $0 $0 $0
John Taylor (Director) $0 $0 $0
Amber Christ (Director) $0 $0 $0
Bill Horsfall (Director) $0 $0 $0
Bruce Farrar (Director) $0 $0 $0
Jack Lantz (Director) $0 $0 $0
John Tuite (Director) $0 $0 $0
Jonathan Cullen (Director) $0 $0 $0
Mike Babcock (Director) $0 $0 $0
Charlie Rahilly (Vp Finance & Cfo) $0 $0 $0
Krista Nay (Vp Sales & Marketing) $0 $0 $0
Sharon Pewtress (Vp Strategic Growth) $0 $0 $0
Stacie Ocampo (Vp Human Resources) $0 $0 $0
Terry Quigley (Vp Operations & Coo) $0 $0 $0
+ View more people

Document Links

990
Filed on May 11, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,456,375
Expenses
$1,556,313
Net Income
-$99,938
Net Assets
-$1,964,828
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,518
0.2%
Program Services $1,446,318
99.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,539
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,824,274
Total Liabilities $4,789,102
Net Assets -$1,964,828
Compensation
Key Employees and Officers Compensation Related Other
Rose Chan Loui (Director, President) $0 $0 $0
Gabriel Mendham Chuck (Director, Vp Operations) $0 $0 $0
Eric Amend Thru 62420 (Director, Vp Development) $0 $0 $0
Karen Gee Mcauley (Director, Secretary) $0 $0 $0
James Kambe (Director, Treasurer) $0 $0 $0
Fernando Aenlle Rocha (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 3, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,343,944
Expenses
$2,065,531
Net Income
-$721,587
Net Assets
-$1,864,890
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,500
0.1%
Program Services $1,340,084
99.7%
Investment Income $2,273
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $87
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,730,659
Total Liabilities $4,595,549
Net Assets -$1,864,890
Compensation
Key Employees and Officers Compensation Related Other
Rose Chan Loui (Director, President) $0 $0 $0
Gabriel Mendham Chuck (Director, Vp Operations) $0 $0 $0
Eric Amend (Director, Vp Development) $0 $0 $0
Karen Gee Mcauley (Director, Secretary) $0 $0 $0
James Kambe (Director, Treasurer) $0 $0 $0
Cindy Kenyon (Director (Thru 10/1/19)) $0 $0 $0
Fernando Aenlle Rocha (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 29, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$882,494
Expenses
$1,670,217
Net Income
-$787,723
Net Assets
-$1,145,646
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,178
0.7%
Program Services $876,316
99.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,218,538
Total Liabilities $4,364,184
Net Assets -$1,145,646
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Paris Cohen (See Sch O) $0 $0 $0
Rose Chan Loui (Director, Secretary) $0 $0 $0
Fernando Aenlle Rocha (Director) $0 $0 $0
Gabriel Mendham Chuck (Director, President) $0 $0 $0
Eric Amend (Director, Treasurer) $0 $0 $0
Karen Gee Mcauley (Director, Vp Publicity) $0 $0 $0
Cindy Kenyon (Director, Vp Community Relations) $0 $0 $0
James Kambe (Director (Start July 2018)) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 13, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,276
Expenses
$594,340
Net Income
-$565,064
Net Assets
-$9,732
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,000
34.2%
Program Services $19,163
65.5%
Investment Income $113
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,264,609
Total Liabilities $2,274,341
Net Assets -$9,732
Compensation
Key Employees and Officers Compensation Related Other
Paris Cohen (Vp Facilities) $0 $0 $0
Rose Chan Loui (Secretary) $0 $0 $0
Fernando Aenlle Rocha (Treasurer) $0 $0 $0
Gabriel Mendham (President) $0 $0 $0
Eric Amend (Vp Development) $0 $0 $0
Karen Gee Mcauley (Vp Publicity (Start Sept 2017)) $0 $0 $0
Cindy Kenyon (Vp Community Relations (Start Sept 2017)) $0 $0 $0
+ View more people

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990
Filed on Nov. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$0
Expenses
$99,831
Net Income
-$99,831
Net Assets
$555,332
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,559,722
Total Liabilities $2,004,390
Net Assets $555,332

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,672
Expenses
$150,448
Net Income
-$146,776
Net Assets
$655,163
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,413
38.5%
Program Services $0
Investment Income $1,735
47.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $524
14.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $995,227
Total Liabilities $340,064
Net Assets $655,163

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,333,478
Expenses
$1,792,445
Net Income
-$458,967
Net Assets
-$643,227
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,757
1.1%
Program Services $1,339,439
> 100%
Investment Income $1,747
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$22,465
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $561,408
31.3%
Assets/Debt
Total Assets $941,823
Total Liabilities $1,585,050
Net Assets -$643,227
Compensation
Key Employees and Officers Compensation Related Other
Jack W Anderson (Director) $0 $0 $0
James R Anderson (Director) $0 $0 $0
Judy Baker (Director) $0 $0 $0
William J Battison (Director) $0 $0 $0
Donna Benton (Director) $0 $0 $0
James D Cashion (Director) $0 $0 $0
David R Decker (Director/Secretary) $0 $21,563 $0
Carolyn Downey (Director) $0 $0 $0
Rand M Ferris (Director) $0 $0 $0
Eldon F Holl (Director) $0 $0 $0
Albert W Kelley (Director/Chair) $0 $0 $0
Phoebe S Liebig (Director) $0 $0 $0
Phyllis Manley (Director) $0 $0 $0
Ned Newman (Director) $0 $0 $0
Kay Rustand (Director) $0 $0 $0
Jack D Samulson (Director) $0 $0 $0
David W Steinman (Director) $0 $0 $0
John H Cochrane Iii (Ex Officio/Ceo) $0 $550,847 $39,468
Daniel S Ogus (Vp Operations) $0 $438,381 $29,277
David L Pierce (Vp Finance/Cfo) $0 $378,459 $21,912
Benjamin F Beckler Iii (Vp Project Development) $0 $290,472 $12,727
Marc Herrera (Vp Skilled Nursing/Risk) $0 $250,070 $20,215
Daniel Hutson (Vp Communications/Mktg) $0 $221,037 $17,466
Polly Ahadzadeh (Controller) $0 $194,302 $17,673
Melinda Forney (Executive Director) $0 $166,642 $13,254
See filing for compensation of 1 other people →
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Document Links

990
Filed on Nov. 18, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,770,328
Expenses
$1,908,808
Net Income
-$138,480
Net Assets
-$187,608
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,739
1.3%
Program Services $1,738,929
98.2%
Investment Income $2,781
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,879
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $573,970
30.1%
Assets/Debt
Total Assets $1,021,399
Total Liabilities $1,209,007
Net Assets -$187,608

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,832,417
Expenses
$1,897,931
Net Income
-$65,514
Net Assets
-$48,076
Notable Sources of Revenue Percent of Total Revenue
Contributions $30,113
1.6%
Program Services $1,791,737
97.8%
Investment Income $3,078
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,489
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $101,364
5.3%
Professional Fundraising Fees $0
Other Salaries and Wages $484,729
25.5%
Assets/Debt
Total Assets $934,822
Total Liabilities $982,898
Net Assets -$48,076

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated