Civic Intelligence

The Oaks Foundation Inc

EIN 34-1724387 • 501(c)3 • Sebring, OH

Pub. 78 Eligible

Profile

Funds distributed to non-profit organizations to provide housing, health care & medical services for a retirement community.

715 S Johnson RdSebring, OH 44672-1709

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.02x

Higher debt load relative to assets than 25% of similar nonprofits.

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

Liabilities / Revenue

52nd percentile

0.17x

Higher debt load relative to revenue than 52% of similar nonprofits.

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

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

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

Top Officer Pay

46th percentile

$82,482

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

45th percentile

3.3%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2022

Revenue Growth

5th percentile

-47%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2022

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$7,118,897

Up $693,146 (+11%) from 2023

Liabilities

Down

$48,535

Down $14,758 (-23%) from 2023

Net Assets

Up

$7,070,362

Up $707,904 (+11%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin74th percentile

Revenue

Up

$941,017

Up $266,891 (+40%) from 2023

Expenses

Down

$867,019

Down $225,984 (-21%) from 2023

Net Income

Up

$73,998

Up $492,875 (+118%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,279,923Liabilities 2010: $547,191Net Assets 2010: $1,732,7322010Assets 2011: $2,324,220Liabilities 2011: $553,349Net Assets 2011: $1,770,8712011Assets 2012: $2,477,530Liabilities 2012: $430,310Net Assets 2012: $2,047,2202012Assets 2013: $3,482,053Liabilities 2013: $370,169Net Assets 2013: $3,111,8842013Assets 2014: $3,609,025Liabilities 2014: $442,553Net Assets 2014: $3,166,4722014Assets 2015: $3,225,561Liabilities 2015: $474,501Net Assets 2015: $2,751,0602015Assets 2016: $3,029,597Liabilities 2016: $372,318Net Assets 2016: $2,657,2792016Assets 2017: $3,244,838Liabilities 2017: $307,132Net Assets 2017: $2,937,7062017Assets 2018: $3,390,078Liabilities 2018: $259,716Net Assets 2018: $3,130,3622018Assets 2019: $5,900,293Liabilities 2019: $373,411Net Assets 2019: $5,526,8822019Assets 2020: $6,399,601Liabilities 2020: $155,844Net Assets 2020: $6,243,7572020Assets 2021: $7,010,140Liabilities 2021: $133,223Net Assets 2021: $6,876,9172021Assets 2022: $6,499,256Liabilities 2022: $123,442Net Assets 2022: $6,375,8142022Assets 2023: $6,425,751Liabilities 2023: $63,293Net Assets 2023: $6,362,4582023Assets 2024: $7,118,897Liabilities 2024: $48,535Net Assets 2024: $7,070,3622024

Highlighted filing

2024

Assets$7,118,897
Liabilities$48,535
Net Assets$7,070,362
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $787,9972010Expenses 2011: $871,6142011Expenses 2012: $624,6492012Expenses 2013: $740,9792013Revenue 2014: $1,519,763Expenses 2014: $1,721,674Net Income 2014: -$201,9112014Revenue 2015: $814,416Expenses 2015: $1,103,035Net Income 2015: -$288,6192015Revenue 2016: $972,165Expenses 2016: $1,103,676Net Income 2016: -$131,5112016Revenue 2017: $1,137,881Expenses 2017: $989,951Net Income 2017: $147,9302017Revenue 2018: $827,475Expenses 2018: $860,728Net Income 2018: -$33,2532018Revenue 2019: $4,806,928Expenses 2019: $2,324,386Net Income 2019: $2,482,5422019Revenue 2020: $5,406,364Expenses 2020: $4,348,323Net Income 2020: $1,058,0412020Revenue 2021: $983,979Expenses 2021: $1,198,637Net Income 2021: -$214,6582021Revenue 2022: $728,406Expenses 2022: $576,216Net Income 2022: $152,1902022Revenue 2023: $674,126Expenses 2023: $1,093,003Net Income 2023: -$418,8772023Revenue 2024: $941,017Expenses 2024: $867,019Net Income 2024: $73,9982024

Highlighted filing

2024

Revenue$941,017
Expenses$867,019
Net Income$73,998
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,118,897
Liabilities
$48,535
Net assets
$7,070,362
Revenue
$941,017
Expenses
$867,019
Net income
$73,998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.12$0.05$7.07$0.94$0.87$0.07
2023Detailed filing. Detailed filing data is available for this year.$6.43$0.06$6.36$0.67$1.09$0.42
2022Detailed filing. Detailed filing data is available for this year.$6.50$0.12$6.38$0.73$0.58$0.15
2021Detailed filing. Detailed filing data is available for this year.$7.01$0.13$6.88$0.98$1.20$0.21
2020Detailed filing. Detailed filing data is available for this year.$6.40$0.16$6.24$5.41$4.35$1.06
2019Detailed filing. Detailed filing data is available for this year.$5.90$0.37$5.53$4.81$2.32$2.48
2018Detailed filing. Detailed filing data is available for this year.$3.39$0.26$3.13$0.83$0.86$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.24$0.31$2.94$1.14$0.99$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.03$0.37$2.66$0.97$1.10$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.23$0.47$2.75$0.81$1.10$0.29
2014Detailed filing. Detailed filing data is available for this year.$3.61$0.44$3.17$1.52$1.72$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.37$3.11$0.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.43$2.05$0.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.55$1.77$0.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.55$1.73$0.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Gross Receipts
$2,258,757
Mission and Program Overview

Mission

Funds distributed to non-profit organizations to provide housing, health care & medical services for a retirement community.

Funds distributed to not for profit organizations to provide housing, health care & medical services for a retirement community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,201,411$4,608,260▲ $406,849
Investments Other Securities$1,687,259$2,118,603▲ $431,344
Cash and Non-Interest-Bearing Accounts$533,139$390,427▼ $142,712
Prepaid Expenses and Deferred Charges$3,942$1,607▼ $2,335
Total Assets$6,425,751$7,118,897▲ $693,146
Liabilities
Other Liabilities$53,990$39,988▼ $14,002
Accounts Payable and Accrued Expenses$9,303$8,547▼ $756
Total Liabilities$63,293$48,535▼ $14,758
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,386,515$5,982,616▲ $596,101
Net Assets With Donor Restrictions$975,943$1,087,746▲ $111,803
Total Net Assets Fund Balance$6,362,458$7,070,362▲ $707,904
Total Liabilities and Net Assets / Fund Balance$6,425,751$7,118,897▲ $693,146

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,118,603--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$975,943$166,076--$1,087,746
2022$994,724$29,872--$975,943
2021$980,868$23,023--$994,724
2020$1,079,129$48,562--$980,868
2019$1,278,591$131,212--$1,079,129
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Lisa GentileChief Development OfficerPT$121,520$121,520
David Dave MannionPresident-$22,298$22,298

Board Members and Trustees

NameTitle
Andrew EstockVice President
Ashley SheffieldDirector
Greg NewDirector
Russel KikoSecretary
Lynne BieryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$733,468
Program Service Revenue
$0
Investment Income
$206,856
Other Revenue
$693
All Other Contributions
$733,468
Change in Net Assets
$73,998

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Miscellaneous3$300,207Fair Market Value (FMV)
Total Noncash Contributions3$300,207-

Audited Revenue Reconciliation

Revenue per Audited Statements
$941,017
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$647,967
Total Revenue per Audited Statements
$1,588,984
Total Revenue per Form 990
$941,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$774,729
Other Expenses$92,290
Total Fundraising Expense$92,290
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$774,729--$774,729
Interest--$35,525$35,525
Fees for Services Accounting--$5,079$5,079
Other Expenses--$1,387$1,387
Insurance--$1,169$1,169
Advertising--$66$66
Total Functional Expenses$774,729$0$92,290$867,019

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$881,081
Expenses per Audited Statements$867,019
Total Expenses per Form 990$867,019
Expenses Not Reported on Form 990$14,062
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Copeland OaksSebring, OH501(c)(3)To Support Operations of Providing Living and Skilled Nursing Services to Its Residents.$0
Crandall Medical CenterSebring, OH501(c)(3)To Support Operations of Providing Living and Skilled Nursing Services to Its Residents.$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,755
Fundraising Direct Expenses$14,062
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Liabilities$34,992
Related Party Payables$4,996
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft of form 990 is provided to the accounting manager each year. The organization makes a copy of this drafted form 990 available to all governing body members for review before approving the draft and submitting the return each year.”

Form 990, Part VI, Section B, Line 12C

“Compliance is met by the disclosure to the board on an annual basis.”

Form 990, Part VI, Section B, Line 15

“Compensation of officers and key employees is reviewed at the annual board meeting and a salary survey is done periodically.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are all available upon request.”

Filing and Contact Details

Filer

Filer Name
The Oaks Foundation Inc
EIN
34-1724387
Phone
3309386126
Address
715 S JOHNSON RD, SEBRING, OH 44672-1709

Signing Officer

Name
David Mannion
Title
CEO/CFO
Phone
3309386126
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Mannion
Formed
1993
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
20

Preparer

Firm
Rea & Associates Inc
Address
5400 FRANTZ RD STE 200, DUBLIN, OH 43016
Preparer
Melissa Dunkle CPA
Phone
6148898725
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds are permanently restricted net assets donated by, or in honor of, individuals or organization. The principle of these funds may not be spent. Net earnings from these funds are classified as unrestricted net assets.”

PART X, LINE 2:

“Generally accepted accounting principles require the organization to evaluate the level of uncertainty related to whether tax positions taken will be sustained upon examination. Any positions taken that do not meet the more-likely-than-not threshold must be quantified and recorded as a liability for unrecognized tax benefits in the accompanying balance sheet along with any associated interest and penalties that would be payable to the taxing authorities upon examination. Interest and penalties associated with unrecognized tax benefits are classified as additional income taxes in the statement of income. The organization believes that none of the tax positions taken would materially impact the financial statements and no such liabilities have been recorded.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 14,062.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 14,062.”

Raw XML AppendixShowing 400 of 529 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/NetAssetsOrFundBalancesBOYAmt06362458
IRS990/NetAssetsOrFundBalancesEOYAmt07070362
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07299
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07299
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0693
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0693
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0633906
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05386515
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05982616
IRS990/NoncashContributionsAmt0300207
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0WAGE AND BENEFIT REIMBU
IRS990/OtherExpensesGrp/Desc1SPECIAL EVENT EXPENSE
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt037161
IRS990/OtherExpensesGrp/FundraisingAmt19104
IRS990/OtherExpensesGrp/FundraisingAmt22799
IRS990/OtherExpensesGrp/FundraisingAmt31387
IRS990/OtherExpensesGrp/TotalAmt037161
IRS990/OtherExpensesGrp/TotalAmt19104
IRS990/OtherExpensesGrp/TotalAmt22799
IRS990/OtherExpensesGrp/TotalAmt31387
IRS990/OtherLiabilitiesGrp/BOYAmt053990
IRS990/OtherLiabilitiesGrp/EOYAmt039988
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03942
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01607
IRS990/PrincipalOfficerNm0DAVID MANNION
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0487635
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01016878
IRS990/PYInvestmentIncomeAmt0180773
IRS990/PYOtherExpensesAmt076125
IRS990/PYOtherRevenueAmt05718
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-418877
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01093003
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0674126
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt073998
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FILING ORGANIZATION PROVIDES FACILITIES AND EQUIPMENT TO COPELAND OAKS ON AN ON-GOING BASIS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE GOVERNING BODY MEMBERS OF BOTH THE FILING ORGANIZATION AND BOTH SUPPORTED ENTITIES ARE RELATED THROUGH THE SHARED TOP MANAGEMENT OFFICIALS. THE TOP MANAGEMENT OFFICIALS EQUALLY REPRESENT ALL THREE ENTITIES WHEN MAKING DECISIONS REGARDING THE ORGANIZATION'S INVESTMENT POLICIES AND DIRECTING THE USE OF THE INCOME AND ASSETS. IN THIS WAY, THE TOP MANAGEMENT OFFICIALS ARE THE VOICE FOR THE SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE OAKS FOUNDATION IS OPERATED AS A CHARITABLE NOT-FOR-PROFIT CORPORATION CREATED TO SUPPORT COPELAND OAKS AND CRANDALL MEDICAL CENTER THROUGH FUND-RAISING, INVESTMENT AND OTHER ACTIVITIES. THIS SUPPORT IS USED TO HELP PROVIDE INDEPENDENT LIVING, ASSISTED LIVING AND SKILLED NURSING SERVICES TO THE RESIDENTS OF THE FACILITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART I, LINE 11G, COLUMN VI:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PART IV, SECTION E, LINE 2:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0340941565
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1341289433
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0546980
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1227749
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COPELAND OAKS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CRANDALL MEDICAL CENTER
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0774729
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.56000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0975943
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0166076
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01087746
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt054273
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0994724
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt029872
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0975943
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt048653
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0980868
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt023023
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0994724
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt09167
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01079129
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt048562
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0980868
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0146823
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01278591
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0131212
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01079129
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0330674
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt014062
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0867019
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0633905
IRS990ScheduleD/OtherExpensesIncludedAmt014062
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt034992
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14996
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RELATED PARTY PAYABLES
IRS990ScheduleD/OtherRevenueAmt014062
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02118603
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DEFEASED BONDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.44000
IRS990ScheduleD/RevenueNotReportedAmt0647967
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0941017
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE PERMANENTLY RESTRICTED NET ASSETS DONATED BY, OR IN HONOR OF, INDIVIDUALS OR ORGANIZATION. THE PRINCIPLE OF THESE FUNDS MAY NOT BE SPENT. NET EARNINGS FROM THESE FUNDS ARE CLASSIFIED AS UNRESTRICTED NET ASSETS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THE ORGANIZATION TO EVALUATE THE LEVEL OF UNCERTAINTY RELATED TO WHETHER TAX POSITIONS TAKEN WILL BE SUSTAINED UPON EXAMINATION. ANY POSITIONS TAKEN THAT DO NOT MEET THE MORE-LIKELY-THAN-NOT THRESHOLD MUST BE QUANTIFIED AND RECORDED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING BALANCE SHEET ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. INTEREST AND PENALTIES ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS ARE CLASSIFIED AS ADDITIONAL INCOME TAXES IN THE STATEMENT OF INCOME. THE ORGANIZATION BELIEVES THAT NONE OF THE TAX POSITIONS TAKEN WOULD MATERIALLY IMPACT THE FINANCIAL STATEMENTS AND NO SUCH LIABILITIES HAVE BEEN RECORDED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES 14,062.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSES 14,062.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02118603
IRS990ScheduleD/TotalExpensesPerForm990Amt0867019
IRS990ScheduleD/TotalLiabilityAmt039988
IRS990ScheduleD/TotalRevenuePerForm990Amt0941017
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01588984
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0881081
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/CashGrantAmt10
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt0546980
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt1227749
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT OPERATIONS OF PROVIDING LIVING AND SKILLED NURSING SERVICES TO ITS RESIDENTS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO SUPPORT OPERATIONS OF PROVIDING LIVING AND SKILLED NURSING SERVICES TO ITS RESIDENTS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COPELAND OAKS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CRANDALL MEDICAL CENTER
IRS990ScheduleI/RecipientTable/RecipientEIN0340941565
IRS990ScheduleI/RecipientTable/RecipientEIN1341289433
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0715 JOHNSON ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1715 JOHNSON ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SEBRING
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SEBRING
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044672
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd144672
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesMiscellaneousGrp/ContributionCnt03
IRS990ScheduleM/SecuritiesMiscellaneousGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesMiscellaneousGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesMiscellaneousGrp/NoncashContributionsRptF990Amt0300207
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0TWO INDIVIDUALS AND ONE ESTATE DONATED STOCK.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF FORM 990 IS PROVIDED TO THE ACCOUNTING MANAGER EACH YEAR. THE ORGANIZATION MAKES A COPY OF THIS DRAFTED FORM 990 AVAILABLE TO ALL GOVERNING BODY MEMBERS FOR REVIEW BEFORE APPROVING THE DRAFT AND SUBMITTING THE RETURN EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPLIANCE IS MET BY THE DISCLOSURE TO THE BOARD ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS REVIEWED AT THE ANNUAL BOARD MEETING AND A SALARY SURVEY IS DONE PERIODICALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00

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