Civic Intelligence

Oak Manor Inc.

990 • Fiscal year 2022 • EIN 23-7305702

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 21, 2022

4 Erie Avenue STE 102Saint Marys, PA 15857

(814) 834-3963

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

13th percentile

0.01x

Higher debt load relative to revenue than 13% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

82nd percentile

35%

Higher net margin than 82% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

81st percentile

24%

Faster asset growth than 81% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

77th percentile

31%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Up

$5,153,542

Up $999,041 (+24%) from 2021

Net Assets

Up

$5,120,396

Up $1,467,934 (+40%) from 2021

Liabilities

Down

$33,146

Down $468,893 (-93%) from 2021

Revenue

Up

$4,155,751

Up $973,590 (+31%) from 2021

Expenses

Up

$2,685,290

Up $64,635 (+2.5%) from 2021

Net Income

Up

$1,470,461

Up $908,955 (+162%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,574,539Liabilities 2010: $1,205,307Net Assets 2010: $369,2322010Assets 2011: $625,406Liabilities 2011: $229,928Net Assets 2011: $395,4782011Assets 2016: $1,069,859Liabilities 2016: $170,097Net Assets 2016: $899,7622016Assets 2017: $1,493,972Liabilities 2017: $348,038Net Assets 2017: $1,145,9342017Assets 2018: $1,983,851Liabilities 2018: $332,969Net Assets 2018: $1,650,8822018Assets 2019: $2,491,640Liabilities 2019: $85,474Net Assets 2019: $2,406,1662019Assets 2020: $3,206,431Liabilities 2020: $115,475Net Assets 2020: $3,090,9562020Assets 2021: $4,154,501Liabilities 2021: $502,039Net Assets 2021: $3,652,4622021Assets 2022: $5,153,542Liabilities 2022: $33,146Net Assets 2022: $5,120,3962022Assets 2023: $6,039,555Liabilities 2023: $36,350Net Assets 2023: $6,003,2052023Assets 2024: $6,817,979Liabilities 2024: $147,663Net Assets 2024: $6,670,3162024Assets 2025: $7,376,362Liabilities 2025: $136,696Net Assets 2025: $7,239,6662025

Highlighted filing

2022

Assets$5,153,542
Liabilities$33,146
Net Assets$5,120,396

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0Expenses 2010: $1,701,8172010Expenses 2011: $1,674,4142011Revenue 2016: $2,586,029Expenses 2016: $2,160,320Net Income 2016: $425,7092016Revenue 2017: $2,473,943Expenses 2017: $2,231,873Net Income 2017: $242,0702017Revenue 2018: $2,824,348Expenses 2018: $2,319,400Net Income 2018: $504,9482018Revenue 2019: $3,227,999Expenses 2019: $2,472,591Net Income 2019: $755,4082019Revenue 2020: $3,236,831Expenses 2020: $2,552,041Net Income 2020: $684,7902020Revenue 2021: $3,182,161Expenses 2021: $2,620,655Net Income 2021: $561,5062021Revenue 2022: $4,155,751Expenses 2022: $2,685,290Net Income 2022: $1,470,4612022Revenue 2023: $3,766,600Expenses 2023: $2,885,240Net Income 2023: $881,3602023Revenue 2024: $3,731,943Expenses 2024: $3,066,677Net Income 2024: $665,2662024Revenue 2025: $3,916,918Expenses 2025: $3,349,766Net Income 2025: $567,1522025

Highlighted filing

2022

Revenue$4,155,751
Expenses$2,685,290
Net Income$1,470,461
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 21, 2022
Return Version
2021v4.2
Gross Receipts
$4,155,751
Mission and Program Overview

Mission

To assist adults with developmental disabilities to obtain a pattern of life as close to normal by providing them with knowledge and skills of everyday living.

Provide housing and support services for the mentally challenged to assist in mainstream living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,652,462$5,120,396▲ $1,467,934
Savings and Temporary Cash Investments$3,132,683$3,878,079▲ $745,396
Land, Buildings, and Equipment, Net$672,688$729,611▲ $56,923
Accounts Receivable$265,881$452,813▲ $186,932
Prepaid Expenses and Deferred Charges$83,249$93,039▲ $9,790
Total Assets$4,154,501$5,153,542▲ $999,041
Liabilities
Unsecured Notes Loans Payable$475,094--
Accounts Payable and Accrued Expenses$26,945$33,146▲ $6,201
Total Liabilities$502,039$33,146▼ $468,893
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,652,462$5,120,396▲ $1,467,934
Total Liabilities and Net Assets / Fund Balance$4,154,501$5,153,542▲ $999,041

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$407,471$474,641$882,112
Equipment$149,079$123,157$272,236
Other Land Buildings-$182,260$182,260
Land$173,061-$173,061
Compensation and Service Providers

Board Members and Trustees

NameTitle
Larry JohnsonPresident
Joe BullersVice President
Christine GavazziBoard Member
Cindy CortinovisBoard Member
Dave WolfeBoard Member
David SorgBoard Member
Tom WagnerBoard Member
Val WeisSecretary
Andrew DaghirTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$477,372
Program Service Revenue
$3,639,112
Investment Income
$37,867
Other Revenue
$1,400
Change in Net Assets
$1,470,461

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,155,751
Revenue Not Reported on Form 990
$-2,527
Total Revenue per Audited Statements
$4,153,224
Total Revenue per Form 990
$4,155,751
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,379,738
Other Expenses$305,552
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,527,187$267,424-$1,794,611
Pension Plan Contributions$479,804$105,323-$585,127
Depreciation Depletion$57,302$12,578-$69,880
Occupancy$65,543--$65,543
Fees for Services Other$22,153$4,862-$27,015
Other Expenses$25,288$669-$25,288
All Other Expenses$7,524$10,929-$18,453
Total Functional Expenses$2,278,204$407,086$0$2,685,290

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,685,290
Total Expenses per Audited Statements$2,685,290
Total Expenses per Form 990$2,685,290
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The Board of Directors compared the Federal Form 990 with the audited financial statements.

Governing documents etc available to public Part VI line 19

The Organization makes all of its documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Oak Manor Inc
EIN
23-7305702
Address
4 Erie Avenue STE 102, Saint Marys, PA 15857

Signing Officer

Name
Deborah A Fehrenbah
Title
CEO
Phone
8148343963
Signed
2022-12-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Johnson
Formed
1973
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
55

Preparer

Firm
Troxell & Associates LLC
Address
2882 Oklahoma-Salem Road, Du Bois, PA 15801
Preparer
Megan R Troxell
Phone
8143711760
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board of Directors compared the Federal Form 990 with the audited financial statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization makes all of its documents available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Deborah A Fehrenbah
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08148343963
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oak Manor Inc
ReturnHeader/Filer/BusinessNameControlTxt0OAKM
ReturnHeader/Filer/EIN0237305702
ReturnHeader/Filer/USAddress/AddressLine1Txt04 Erie Avenue STE 102
ReturnHeader/Filer/USAddress/CityNm0Saint Marys
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015857
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843494137
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Troxell & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02882 Oklahoma-Salem Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Du Bois
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015801

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