Civic Intelligence

Christian Retirement Services Inc. Oaknoll Retirement Residence

990 • Fiscal year 2014 • EIN 42-0919489

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 23, 2014

Organization ProfileWWW.OAKNOLL.COM

View Organization Page

1 Oaknoll Court52246

(319) 351-1720

Siviq Scores

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

Liabilities / Assets

92nd percentile

1.00x

Higher debt load relative to assets than 92% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

95th percentile

7.16x

Higher debt load relative to revenue than 95% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

18th percentile

-4.0%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

28th percentile

$222,584

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

87th percentile

20%

Faster asset growth than 87% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

26th percentile

-2.9%

Faster revenue growth than 26% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$73,493,494

Up $12,485,587 (+20%) from 2013

Net Assets

Down

$339,221

Down $252,676 (-43%) from 2013

Liabilities

Up

$73,154,273

Up $12,738,263 (+21%) from 2013

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin18th percentile

Revenue

Down

$10,211,530

Down $306,365 (-2.9%) from 2013

Expenses

Up

$10,622,146

Up $334,700 (+3.3%) from 2013

Net Income

Down

-$410,616

Down $641,065 (-278%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$150M$100M$50M$0-$50MAssets 2011: $43,585,472Liabilities 2011: $43,770,326Net Assets 2011: -$184,8542011Assets 2012: $44,524,894Liabilities 2012: $44,161,627Net Assets 2012: $363,2672012Assets 2013: $61,007,907Liabilities 2013: $60,416,010Net Assets 2013: $591,8972013Assets 2014: $73,493,494Liabilities 2014: $73,154,273Net Assets 2014: $339,2212014Assets 2015: $97,229,173Liabilities 2015: $96,733,158Net Assets 2015: $496,0152015Assets 2016: $96,909,091Liabilities 2016: $96,964,508Net Assets 2016: -$55,4172016Assets 2017: $94,463,056Liabilities 2017: $95,238,128Net Assets 2017: -$775,0722017Assets 2018: $98,643,127Liabilities 2018: $100,888,233Net Assets 2018: -$2,245,1062018Assets 2019: $102,289,891Liabilities 2019: $105,476,734Net Assets 2019: -$3,186,8432019Assets 2020: $116,748,408Liabilities 2020: $119,932,151Net Assets 2020: -$3,183,7432020Assets 2021: $128,045,571Liabilities 2021: $129,074,232Net Assets 2021: -$1,028,6612021Assets 2022: $126,961,425Liabilities 2022: $129,226,744Net Assets 2022: -$2,265,3192022Assets 2023: $124,001,523Liabilities 2023: $125,229,685Net Assets 2023: -$1,228,1622023Assets 2024: $121,588,546Liabilities 2024: $121,685,275Net Assets 2024: -$96,7292024Assets 2025: $123,747,327Liabilities 2025: $122,704,650Net Assets 2025: $1,042,6772025

Highlighted filing

2014

Assets$73,493,494
Liabilities$73,154,273
Net Assets$339,221
Open 2014 Filing

Operations Trend

Revenue Growth26th percentile

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

$30M$20M$10M$0-$10MExpenses 2011: $9,721,9482011Expenses 2012: $10,197,3522012Revenue 2013: $10,517,895Expenses 2013: $10,287,446Net Income 2013: $230,4492013Revenue 2014: $10,211,530Expenses 2014: $10,622,146Net Income 2014: -$410,6162014Revenue 2015: $11,247,490Expenses 2015: $11,115,491Net Income 2015: $131,9992015Revenue 2016: $14,935,239Expenses 2016: $15,537,474Net Income 2016: -$602,2352016Revenue 2017: $16,115,441Expenses 2017: $16,932,465Net Income 2017: -$817,0242017Revenue 2018: $16,790,147Expenses 2018: $17,296,401Net Income 2018: -$506,2542018Revenue 2019: $17,432,382Expenses 2019: $18,221,170Net Income 2019: -$788,7882019Revenue 2020: $18,250,221Expenses 2020: $18,428,135Net Income 2020: -$177,9142020Revenue 2021: $21,346,549Expenses 2021: $19,730,283Net Income 2021: $1,616,2662021Revenue 2022: $22,752,170Expenses 2022: $22,023,461Net Income 2022: $728,7092022Revenue 2023: $25,199,676Expenses 2023: $24,138,702Net Income 2023: $1,060,9742023Revenue 2024: $26,255,455Expenses 2024: $25,118,421Net Income 2024: $1,137,0342024Revenue 2025: $28,071,444Expenses 2025: $26,937,237Net Income 2025: $1,134,2072025

Highlighted filing

2014

Revenue$10,211,530
Expenses$10,622,146
Net Income-$410,616
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 23, 2014
Return Version
2013v4.0
Gross Receipts
$10,211,530
Mission and Program Overview

Mission

Oaknoll's mission is to provide exceptional retirement living and health services through lifecare.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$49,754,410$66,605,201▲ $16,850,791
Cash and Non-Interest-Bearing Accounts$7,725,974$3,450,810▼ $4,275,164
Accounts Receivable$1,097,374$857,160▼ $240,214
Investments in Publicly Traded Securities$638,664$711,023▲ $72,359
Prepaid Expenses and Deferred Charges$77,964$44,009▼ $33,955
Inventories for Sale or Use$1,400$1,400→ $0
Total Assets$61,007,907$73,493,494▲ $12,485,587
Other Assets Total$1,712,121$1,823,891▲ $111,770
Liabilities
Tax Exempt Bond Liabilities$33,605,668$43,601,208▲ $9,995,540
Other Liabilities$23,645,741$24,266,182▲ $620,441
Accounts Payable and Accrued Expenses$2,664,601$4,826,174▲ $2,161,573
Mortgage Notes Payable Secured by Investment Property$500,000$460,709▼ $39,291
Total Liabilities$60,416,010$73,154,273▲ $12,738,263
Net Assets / Fund Balance
Unrestricted Net Assets$551,062$305,722▼ $245,340
Temporarily Rstr Net Assets$40,835$33,499▼ $7,336
Total Net Assets Fund Balance$591,897$339,221▼ $252,676
Total Liabilities and Net Assets / Fund Balance$61,007,907$73,493,494▲ $12,485,587

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$58,726,875$16,686,058$75,412,933
Land$6,527,719-$6,527,719
Equipment$1,350,607$1,979,984$3,330,591
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia HeidenExecutive DirectorFT$156,301$66,283$222,584
Steve RoeAdministrator/CFOFT$105,289$40,001$145,290

Board Members and Trustees

NameTitle
Verne NelsonPast President, Director
Karin FranklinPresident, Director
Diana LundellVice President, Director
Cheryl ReardonDirector
Father John SpiegelDirector
Gary OrtaleDirector
John LohmanDirector
Katherine MoyersDirector
Kristin SummerwillDirector
Mitch MeisDirector
Peter DensenDirector
Rev Mark PriesDirector
Rod ZeitlerDirector
Sally StutsmanDirector
Sherry MckayDirector
Dennis DomsicSecretary, Director
Deb Pullin-vanaukenTreasurer, Director

Highest Paid Contractors

ContractorServicesLocationCompensation
Mccomas LacinaConstruction-$14,251,148
Shive HatteryArchitectural/engineering Services-$601,153
Millenium Rehab & Consulting GroupPhysical Therapy-$238,017
Mechanical ServicesMechanical Sytm Rep/maint-$197,834
Revenue and Support

Revenue Composition

Contributions and Grants
$84,736
Program Service Revenue
$10,025,600
Investment Income
$13,669
Other Revenue
$87,525
Change in Net Assets
$-410,616

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,126,794
Revenue Not Reported on Financial Statements
$84,736
Revenue Not Reported on Form 990
$260,394
Other Revenue Adjustments
$84,736
Total Revenue per Audited Statements
$10,387,188
Total Revenue per Form 990
$10,211,530
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,398,454
Other Expenses$5,223,692
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,884,903$285,913-$4,170,816
Depreciation Depletion$1,704,812$46,648-$1,751,460
Occupancy$1,508,518$6,549-$1,515,067
Fees for Services Other$343,701$91,708-$435,409
Other Employee Benefits$283,265$43,658-$326,923
Current Officers, Directors, Trustees, and Key Employees-$312,846-$312,846
Payroll Taxes$260,640$40,171-$300,811
Pension Plan Contributions$248,724$38,334-$287,058
Insurance$154,492--$154,492
Office Expenses$48,186$85,387-$133,573
All Other Expenses$54,431$76,954-$131,385
Advertising-$88,024-$88,024
Fees for Services Accounting-$50,805-$50,805
Travel$23,710$19,558-$43,268
Conferences and Meetings$11,985$17,643-$29,628
Fees for Services Legal-$12,474-$12,474
Other Expenses$-38,676$38,676-$0
Total Functional Expenses$9,364,873$1,257,273$0$10,622,146

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,639,864
Total Expenses per Form 990$10,622,146
Expenses per Audited Statements$10,537,410
Expenses Not Reported on Form 990$102,454
Expenses Not Reported on Financial Statements$84,736
Other Expense Adjustments$84,736
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Gary Ortale, Trustee, Is an Officer of Midwestone BankTHE ORGANIZATION PAID MIDWESTONE INTEREST AND OTHER BANK FEES OF $1,400,723 DURING THE TAX YEAR.No$1,400,723
-Patricia Heiden, Executive Director, Is a Board Member of Midwestone BankTHE ORGANIZATION PAID MIDWESTONE INTEREST AND OTHER BANK FEES OF $1,400,723 DURING THE TAX YEAR.No$1,400,723
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Def Rev F/lifecare Entr Fee Cntrcts$24,266,182

Bond Issues

BondIssuerIssuedIssue PricePurpose
A42-09209472012-11-30$10,000,000CONSTRUCTION OF BLDG
D42-11093422012-11-30$10,000,000CONSTRUCTION OF BLDG
A42-11093422012-11-30$9,115,000CONSTRUCTION OF BLDG
B42-11093422012-11-30$8,500,000CONSTRUCTION OF BLDG
B42-11093422012-11-30$6,205,000CONSTRUCTION OF BLDG
C42-11093422012-11-30$5,995,000CONSTRUCTION OF BLDG

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$10,000,000-$485,029$50,001
D$10,000,000--$110,796
A$9,115,000---
B$8,500,000-$330,182$50,001
B$6,205,000---
C$5,995,000--$66,422

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11

“A draft of the 990 is given to each member of the audit committee for their review approximately one month before it is due. It is discussed in the regular monthly board meeting and any suggested changes are noted in the minutes of the meeting. These suggested changes are then made prior to filing the 990. The final form 990 is distributed to all board members via e-mail prior to filing with the irs.”

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

“The conflict of interest policy is reviewed in the first board meeting of the year. Board members complete a form that documents all organizations with which they are affiliated. Any potential conflicts are identified. If any conflicts are identified, the board member is recused from participating in the conversation and vote pertaining to any related business transaction.”

Form 990, Part VI, Section B, Line 15A

“In november, board president sends a letter to the president of the resident council offering the opportunity for input by the council on the executive director's work. This letter requests a reply by the end of the year. In january or february the board of directors receives evaluation forms for the executive director, along with copies of the executive director's goals and objectives. The forms are returned to the board president. In march the executive board committee reviews input from the entire board, prepares summary evaluation document and decides executive director compensation for budget preparation. In april the board president and executive director meet for a performance review discussion. The salary decision is shared with executive director. The compensation decision is documented in writing and sent to chief financial officer for budget planning and human resources director for executive director's employee file. In may or june the executive director prepares updated goals and objectives for next fiscal year. The annual review of the executive director is based upon goals and objectives formulated through the strategic planning process.”

Form 990, Part VI, Section C, Line 19

“Copies of all documents are available upone request.”

Filing and Contact Details

Filer

EIN
42-0919489
Phone
3193511720

Signing Officer

Name
Steve Roe
Title
Administrator/CFO
Phone
3193511720
Signed
2014-12-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Heiden
Formed
1964
Legal Domicile
Ia
Voting Board Members
17
Independent Board Members
16
Employees
235
Volunteers
50

Preparer

Preparer
Kay Hegarty
Phone
3192985333
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 6, ESTIMATED NUMBER OF VOLUNTEERS:

“Approximately 50 community volunteers provide recreational, spiritual, and social opportunities for our residents in assisted living and the health center.”

FORM 990, PART XI, LINE 9:

“Net income of affiliate - oaknoll foundation 148,453.”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service has deemed that christian retirement services, inc. And the oaknoll foundation are exempt from federal income taxes under the provisions of section 501(c)(3). Oaknoll west is a disregarded entity for tax purposes. The organization has been granted partial exemption from real and personal property taxes on the retirement home facilities. Real estate and facilities associated with the skilled nursing unit are tax exempt. All other property is taxed in its entirety. All personal property of the organization is exempt from taxation. The organization collects property taxes from the residents on the basis of their apartment valuations, as determined by management. The organization is subject to federal and state income taxes to the extent it has unrelated business income. In accordance with the guidance for uncertainty in income taxes, management has evaluated their material tax positions and determined that there are no income tax effects with respect to its financial statements. The organization and the foundation are no longer subject to examination by the internal revenue service (irs) for years ending before june 30, 2011 nor have we been notified of any impending examination and no examinations are currently in process.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Revenue of affiliate - oaknoll foundation 250,907.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Contribution from related organization 84,736.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expense of affiliate - oaknoll foundation 102,454.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Contribution from related organization 84,736.”

Raw XML AppendixShowing 400 of 981 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/Desc0OAKNOLL PROVIDED NURSING HOME SERVICES TO AN AVERAGE OF 47 FRAIL, DEPENDENT OLDER ADULTS IN OUR HEALTH CENTER THIS PAST YEAR. 36 INDIVIDUALS WERE ADMITTED TO THE HEALTH CENTER FOR SKILLED NURSING SERVICES, AND 902 SKILLED NURSING DAYS WERE PROVIDED THROUGHOUT THE YEAR.
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1740001
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1813769
IRS990/Form990PartVIISectionAGrp/PersonNm0KARIN FRANKLIN
IRS990/Form990PartVIISectionAGrp/PersonNm1DIANA LUNDELL
IRS990/Form990PartVIISectionAGrp/PersonNm2DEB PULLIN-VANAUKEN
IRS990/Form990PartVIISectionAGrp/PersonNm3DENNIS DOMSIC
IRS990/Form990PartVIISectionAGrp/PersonNm4VERNE NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHERINE MOYERS
IRS990/Form990PartVIISectionAGrp/PersonNm6MITCH MEIS
IRS990/Form990PartVIISectionAGrp/PersonNm7SALLY STUTSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8SHERRY MCKAY
IRS990/Form990PartVIISectionAGrp/PersonNm9KRISTIN SUMMERWILL
IRS990/Form990PartVIISectionAGrp/PersonNm10GARY ORTALE
IRS990/Form990PartVIISectionAGrp/PersonNm11JOHN LOHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12REV MARK PRIES
IRS990/Form990PartVIISectionAGrp/PersonNm13CHERYL REARDON
IRS990/Form990PartVIISectionAGrp/PersonNm14ROD ZEITLER
IRS990/Form990PartVIISectionAGrp/PersonNm15PETER DENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm16FATHER JOHN SPIEGEL
IRS990/Form990PartVIISectionAGrp/PersonNm17STEVE ROE
IRS990/Form990PartVIISectionAGrp/PersonNm18PATRICIA HEIDEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17105289
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18208815
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDENT, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17ADMINISTRATOR/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt010211530
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0154492
IRS990/InsuranceGrp/TotalAmt0154492
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01400
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01400
IRS990/InvestmentIncomeGrp/ExclusionAmt013669
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013669
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0638664
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0711023
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018666042
IRS990/LandBldgEquipBasisNetGrp/BOYAmt049754410
IRS990/LandBldgEquipBasisNetGrp/EOYAmt066605201
IRS990/LandBldgEquipCostOrOtherBssAmt085271243
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt08448
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt08448
IRS990/MissionDesc0OAKNOLL PROVIDES EXCEPTIONAL RETIREMENT LIVING AND HEALTH SERVICES THROUGH LIFECARE. OAKNOLL IS A LIFECARE CONTINUING CARE RETIREMENT COMMUNITY, AND HAS PROUDLY SERVED THE IOWA CITY COMMUNITY SINCE 1966. APPROXIMATELY 280 RESIDENTS ARE SERVED THROUGH A LICENSED NURSING HOME, A CERTIFIED ASSISTED LIVING PROGRAM, AND ABOUT 170 INDEPENDENT LIVING APARTMENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0500000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0460709
IRS990/NetAssetsOrFundBalancesBOYAmt0591897
IRS990/NetAssetsOrFundBalancesEOYAmt0339221
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt09487
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt06549
IRS990/OccupancyGrp/ProgramServicesAmt01508518
IRS990/OccupancyGrp/TotalAmt01515067
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt085387
IRS990/OfficeExpensesGrp/ProgramServicesAmt048186
IRS990/OfficeExpensesGrp/TotalAmt0133573
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd01
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01712121
IRS990/OtherAssetsTotalGrp/EOYAmt01823891
IRS990/OtherChangesInNetAssetsAmt0148453
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt043658
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0283265
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0326923
IRS990/OtherExpensesGrp/Desc0FOOD COSTS
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2LINENS/UNIFORMS
IRS990/OtherExpensesGrp/Desc3ALLOC PLANT/HOUSKPG
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01925
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt138676
IRS990/OtherExpensesGrp/ProgramServicesAmt0482379
IRS990/OtherExpensesGrp/ProgramServicesAmt1314093
IRS990/OtherExpensesGrp/ProgramServicesAmt279710
IRS990/OtherExpensesGrp/ProgramServicesAmt3-38676
IRS990/OtherExpensesGrp/TotalAmt0482379
IRS990/OtherExpensesGrp/TotalAmt1316018
IRS990/OtherExpensesGrp/TotalAmt279710
IRS990/OtherExpensesGrp/TotalAmt30
IRS990/OtherLiabilitiesGrp/BOYAmt023645741
IRS990/OtherLiabilitiesGrp/EOYAmt024266182
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0SALON REVENUE
IRS990/OtherRevenueMiscGrp/Desc1GUEST ROOM
IRS990/OtherRevenueMiscGrp/Desc2RESIDENT COMPUTER FEES
IRS990/OtherRevenueMiscGrp/ExclusionAmt043363
IRS990/OtherRevenueMiscGrp/ExclusionAmt121115
IRS990/OtherRevenueMiscGrp/ExclusionAmt214599
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt043363
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt121115
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt214599
IRS990/OtherRevenueTotalAmt087525
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0285913
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03884903
IRS990/OtherSalariesAndWagesGrp/TotalAmt04170816
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt040171
IRS990/PayrollTaxesGrp/ProgramServicesAmt0260640
IRS990/PayrollTaxesGrp/TotalAmt0300811
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt038334
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0248724
IRS990/PensionPlanContributionsGrp/TotalAmt0287058
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt077964
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt044009
IRS990/PrincipalOfficerNm0PATRICIA HEIDEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2713940
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0APARTMENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1AMORT - ENT FEE
IRS990/ProgramServiceRevenueGrp/Desc2HEALTH CENTER
IRS990/ProgramServiceRevenueGrp/Desc3MEDICARE/MEDICAID PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc4MEAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04723337
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12611228
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21111698
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3849061
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4730276
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04723337
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12611228
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21111698
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3849061
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4730276
IRS990/ProgSrvcAccomActy2Grp/Desc0OAKNOLL SERVED AN AVERAGE OF 36 FRAIL SENIOR ADULTS IN OUR CERTIFIED ASSISTED LIVING PROGRAM THIS PAST YEAR. THE AVERAGE AGE OF THOSE SERVED WAS 87.6 YEARS. RESIDENTS SERVED IN THE ASSISTED LIVING PROGRAM MAINTAIN AS MUCH INDEPENDENCE AS POSSIBLE. INDIVIDUALIZED ASSISTANCE WITH ACTIVITIES OF DAILY LIVING (MEDICATION MANAGEMENT, BATHING, MEAL PREPARATION, ETC.) IS PROVIDED BY STAFF.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01102186
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01267835
IRS990/ProgSrvcAccomActy3Grp/Desc0OAKNOLL PROVIDED SENIOR HOUSING AND RELATED SERVICES (MEALS, HOUSEKEEPING, TRANSPORTATION, RECREATIONAL PROGRAMMING, ETC.) FOR A DAILY AVERAGE OF 193 SENIOR ADULTS THIS PAST YEAR. CUSTOMER SATISFACTION SCORES INDICATE THAT OUR RESIDENTS ARE QUITE HAPPY WITH THE SERVICE PROVIDED (93% RATED US "EXCELLENT" OR "GOOD" IN RESPONSE TO QUESTION OF OVERALL SATISFACTION IN SURVEYS COMPLETED IN OCTOBER 2014.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05908944
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt06797006
IRS990/ProhibitedTaxShelterTransInd00

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,493,494
Liabilities
$73,154,273
Net assets
$339,221
Revenue
$10,211,530
Expenses
$10,622,146
Net income
-$410,616
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$124$123$1.04$28.1$26.9$1.13
2024Detailed filing. Detailed filing data is available for this year.$122$122$0.10$26.3$25.1$1.14
2023Detailed filing. Detailed filing data is available for this year.$124$125$1.23$25.2$24.1$1.06
2022Detailed filing. Detailed filing data is available for this year.$127$129$2.27$22.8$22.0$0.73
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$128$129$1.03$21.3$19.7$1.62
2020Detailed filing. Detailed filing data is available for this year.$117$120$3.18$18.3$18.4$0.18
2019Detailed filing. Detailed filing data is available for this year.$102$105$3.19$17.4$18.2$0.79
2018Detailed filing. Detailed filing data is available for this year.$98.6$101$2.25$16.8$17.3$0.51
2017Detailed filing. Detailed filing data is available for this year.$94.5$95.2$0.78$16.1$16.9$0.82
2016Detailed filing. Detailed filing data is available for this year.$96.9$97.0$0.06$14.9$15.5$0.60
2015Detailed filing. Detailed filing data is available for this year.$97.2$96.7$0.50$11.2$11.1$0.13
2014Detailed filing. Detailed filing data is available for this year.$73.5$73.2$0.34$10.2$10.6$0.41
2013Summary only. Only limited summary data is available for this year.$61.0$60.4$0.59$10.5$10.3$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.5$44.2$0.36$10.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.6$43.8$0.18$9.72