Civic Intelligence

Christian Retirement Services Inc. Oaknoll Retirement Residence

990 • Fiscal year 2015 • EIN 42-0919489

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 12, 2016

Organization ProfileWWW.OAKNOLL.COM

View Organization Page

1 Oaknoll CourtIowa City, IA 52246

(319) 351-1720

Siviq Scores

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

Liabilities / Assets

91st percentile

0.99x

Higher debt load relative to assets than 91% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

96th percentile

8.60x

Higher debt load relative to revenue than 96% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

37th percentile

1.2%

Higher net margin than 37% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

25th percentile

$215,934

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Asset Growth

93rd percentile

32%

Faster asset growth than 93% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

69th percentile

10%

Faster revenue growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$97,229,173

Up $23,735,679 (+32%) from 2014

Net Assets

Up

$496,015

Up $156,794 (+46%) from 2014

Liabilities

Up

$96,733,158

Up $23,578,885 (+32%) from 2014

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin37th percentile

Revenue

Up

$11,247,490

Up $1,035,960 (+10%) from 2014

Expenses

Up

$11,115,491

Up $493,345 (+4.6%) from 2014

Net Income

Up

$131,999

Up $542,615 (+132%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2015

Assets$97,229,173
Liabilities$96,733,158
Net Assets$496,015
Open 2015 Filing

Operations Trend

Revenue Growth69th 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

2015

Revenue$11,247,490
Expenses$11,115,491
Net Income$131,999
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 12, 2016
Return Version
2014v6.0
Gross Receipts
$11,247,490
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$66,605,201$88,409,436▲ $21,804,235
Cash and Non-Interest-Bearing Accounts$3,450,810$4,782,419▲ $1,331,609
Accounts Receivable$857,160$1,440,776▲ $583,616
Investments in Publicly Traded Securities$711,023$730,650▲ $19,627
Prepaid Expenses and Deferred Charges$44,009$52,300▲ $8,291
Inventories for Sale or Use$1,400$1,400→ $0
Total Assets$73,493,494$97,229,173▲ $23,735,679
Other Assets Total$1,823,891$1,812,192▼ $11,699
Liabilities
Tax Exempt Bond Liabilities$43,601,208$65,798,354▲ $22,197,146
Other Liabilities$24,266,182$25,727,350▲ $1,461,168
Accounts Payable and Accrued Expenses$4,826,174$4,788,098▼ $38,076
Mortgage Notes Payable Secured by Investment Property$460,709$419,356▼ $41,353
Total Liabilities$73,154,273$96,733,158▲ $23,578,885
Net Assets / Fund Balance
Unrestricted Net Assets$305,722$451,450▲ $145,728
Temporarily Rstr Net Assets$33,499$44,565▲ $11,066
Total Net Assets Fund Balance$339,221$496,015▲ $156,794
Total Liabilities and Net Assets / Fund Balance$73,493,494$97,229,173▲ $23,735,679

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$80,140,660$18,038,006$98,178,666
Land$6,527,719-$6,527,719
Equipment$1,741,057$2,384,753$4,125,810
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia HeidenExecutive DirectorFT$160,818$55,116$215,934
Steve RoeAdministrator/CFOFT$105,723$40,840$146,563

Board Members and Trustees

NameTitle
Karin FranklinPast President, Director
Diana LundellPresident, Director
Dennis DomsicVice President, Director
Fr Stephen PageDirector
Gary OrtaleDirector
Jeff CanfieldDirector
John LohmanDirector
Katherine MoyersDirector
Mary WestbrookDirector
Pam EhlyDirector
Peter DensenDirector
Rev Mark PriesDirector
Rod ZeitlerDirector
Sally StutsmanDirector
Sherry MckayDirector
Cheryl ReardonSecretary, Director
Mitch MeisTreasurer, Director

Highest Paid Contractors

ContractorServicesLocationCompensation
Millenium Rehab & Consulting GroupPhysical TherapyPO BOX 367, Ankeny, IA 50021$290,444
Mechanical ServicesMechanical Sytm Rep/maintPO BOX 1787, Iowa City, IA 52244$144,521
Clifton Larson AllenTechnology Consulting600 THIRD AVENUE SE SUITE 300, Cedar Rapids, IA 52401$116,014
Revenue and Support

Revenue Composition

Contributions and Grants
$188,284
Program Service Revenue
$10,931,879
Investment Income
$12,352
Other Revenue
$114,975
Change in Net Assets
$131,999

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,059,166
Revenue Not Reported on Financial Statements
$188,324
Revenue Not Reported on Form 990
$226,246
Other Revenue Adjustments
$188,324
Total Revenue per Audited Statements
$11,285,412
Total Revenue per Form 990
$11,247,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,785,215
Other Expenses$5,330,276
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,153,569$324,630-$4,478,199
Depreciation Depletion$1,756,717$45,046-$1,801,763
Occupancy$1,456,292$6,141-$1,462,433
Fees for Services Other$402,433$125,250-$527,683
Payroll Taxes$318,712$51,369-$370,081
Current Officers, Directors, Trustees, and Key Employees-$344,825-$344,825
Other Employee Benefits$295,542$47,634-$343,176
Pension Plan Contributions$214,381$34,553-$248,934
Insurance$195,403--$195,403
All Other Expenses$60,828$81,800-$142,628
Office Expenses$42,545$91,484-$134,029
Advertising-$118,540-$118,540
Fees for Services Accounting-$48,890-$48,890
Conferences and Meetings$14,866$13,289-$28,155
Travel$19,980$5,845-$25,825
Fees for Services Legal-$6,600-$6,600
Other Expenses$-40,269$40,269-$0
Total Functional Expenses$9,721,782$1,393,709$0$11,115,491

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$11,128,618
Total Expenses per Form 990$11,115,491
Expenses per Audited Statements$10,927,207
Expenses Not Reported on Form 990$201,411
Expenses Not Reported on Financial Statements$188,284
Other Expense Adjustments$188,284
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Def Rev F/lifecare Entr Fee Cntrcts$25,727,350

Bond Issues

BondIssuerIssuedIssue PricePurpose
ASeries 2012a City of Hills Ia2012-11-30$10,000,000CONSTRUCTION OF BLDG
DSeries 2012d City of University Heights Ia2012-11-30$10,000,000CONSTRUCTION OF BLDG
ASeries 2012f City of University Heights Ia2012-11-30$9,115,000CONSTRUCTION OF BLDG
BSeries 2012b City of University Heights Ia2012-11-30$8,500,000CONSTRUCTION OF BLDG
BSeries 2012g City of University Heights Ia2012-11-30$6,205,000CONSTRUCTION OF BLDG
CSeries 2012c City of University Heights Ia2012-11-30$5,995,000CONSTRUCTION OF BLDG

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$10,000,000-$823,309$50,001
D$10,000,000--$110,796
A$9,115,000---
B$8,500,000-$560,465$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
Backup withholding compliance
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 A, Line 2

“Gary ortale and patricia heiden have a business relationship.”

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 july, the board of directors receives a copy of the executive director's goals and objectives for the upcoming year. In november, the 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 a 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 the 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 upon request.”

Filing and Contact Details

Filer

Filer Name
Christian Retirement Services Inc
EIN
42-0919489
Phone
3193511720
Address
1 OAKNOLL COURT, IOWA CITY, IA 52246
Doing Business As
Oaknoll Retirement Residence

Signing Officer

Name
Steve Roe
Title
Administrator/CFO
Phone
3193511720
Signed
2016-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Heiden
Formed
1964
Legal Domicile
Ia
Voting Board Members
17
Independent Board Members
17
Employees
248
Volunteers
50

Preparer

Firm
Rsm US Llp
Address
221 THIRD AVENUE SE STE 300, CEDAR RAPIDS, IA 52401-1512
Preparer
Carley Umstead
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 32,056.”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service (irs)has deemed that christian retirement services, inc. And the 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 irs for years ending before june 30, 2012. The organization has not been notified of any impending examination by tax authorities and no examinations are currently in process.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Revenue of affiliate - oaknoll foundation 233,507.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Contribution from related organization 188,284. Gain on equipment disposal 40.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expense of affiliate - oaknoll foundation 201,451. Gain on equipment disposal -40.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Contribution from related organization 188,284.”

Raw XML AppendixShowing 400 of 969 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 44 FRAIL, DEPENDENT OLDER ADULTS IN OUR HEALTH CENTER THIS PAST YEAR. 47 INDIVIDUALS WERE ADMITTED TO THE HEALTH CENTER FOR SKILLED NURSING SERVICES, AND 1,034 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
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/OtherCompensationAmt1714731
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1840840
IRS990/Form990PartVIISectionAGrp/PersonNm0DIANA LUNDELL
IRS990/Form990PartVIISectionAGrp/PersonNm1DENNIS DOMSIC
IRS990/Form990PartVIISectionAGrp/PersonNm2MITCH MEIS
IRS990/Form990PartVIISectionAGrp/PersonNm3CHERYL REARDON
IRS990/Form990PartVIISectionAGrp/PersonNm4KARIN FRANKLIN
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFF CANFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm6PETER DENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm7PAM EHLY
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN LOHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9SHERRY MCKAY
IRS990/Form990PartVIISectionAGrp/PersonNm10KATHERINE MOYERS
IRS990/Form990PartVIISectionAGrp/PersonNm11GARY ORTALE
IRS990/Form990PartVIISectionAGrp/PersonNm12FR STEPHEN PAGE
IRS990/Form990PartVIISectionAGrp/PersonNm13REV MARK PRIES
IRS990/Form990PartVIISectionAGrp/PersonNm14SALLY STUTSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15MARY WESTBROOK
IRS990/Form990PartVIISectionAGrp/PersonNm16ROD ZEITLER
IRS990/Form990PartVIISectionAGrp/PersonNm17PATRICIA HEIDEN
IRS990/Form990PartVIISectionAGrp/PersonNm18STEVE ROE
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/ReportableCompFromOrgAmt17201203
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18105723
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/TitleTxt17EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18ADMINISTRATOR/CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt040
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt040
IRS990/GrossReceiptsAmt011247490
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0195403
IRS990/InsuranceGrp/TotalAmt0195403
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01400
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01400
IRS990/InvestmentIncomeGrp/ExclusionAmt012312
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012312
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0711023
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0730650
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt020422759
IRS990/LandBldgEquipBasisNetGrp/BOYAmt066605201
IRS990/LandBldgEquipBasisNetGrp/EOYAmt088409436
IRS990/LandBldgEquipCostOrOtherBssAmt0108832195
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt011364
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt011364
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/BOYAmt0460709
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0419356
IRS990/NetAssetsOrFundBalancesBOYAmt0339221
IRS990/NetAssetsOrFundBalancesEOYAmt0496015
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt040
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt040
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-7261
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt06141
IRS990/OccupancyGrp/ProgramServicesAmt01456292
IRS990/OccupancyGrp/TotalAmt01462433
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt091484
IRS990/OfficeExpensesGrp/ProgramServicesAmt042545
IRS990/OfficeExpensesGrp/TotalAmt0134029
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd01
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01823891
IRS990/OtherAssetsTotalGrp/EOYAmt01812192
IRS990/OtherChangesInNetAssetsAmt032056
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt047634
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0295542
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0343176
IRS990/OtherExpensesGrp/Desc0FOOD COSTS
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2LINENS/UNIFORMS
IRS990/OtherExpensesGrp/Desc3ALLOC PLANT/HOUSKPG
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07544
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt140269
IRS990/OtherExpensesGrp/ProgramServicesAmt0473710
IRS990/OtherExpensesGrp/ProgramServicesAmt1303058
IRS990/OtherExpensesGrp/ProgramServicesAmt254015
IRS990/OtherExpensesGrp/ProgramServicesAmt3-40269
IRS990/OtherExpensesGrp/TotalAmt0473710
IRS990/OtherExpensesGrp/TotalAmt1310602
IRS990/OtherExpensesGrp/TotalAmt254015
IRS990/OtherExpensesGrp/TotalAmt30
IRS990/OtherLiabilitiesGrp/BOYAmt024266182
IRS990/OtherLiabilitiesGrp/EOYAmt025727350
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0SALON REVENUE
IRS990/OtherRevenueMiscGrp/Desc1RESIDENT COMPUTER FEES
IRS990/OtherRevenueMiscGrp/Desc2GUEST ROOM
IRS990/OtherRevenueMiscGrp/ExclusionAmt045687
IRS990/OtherRevenueMiscGrp/ExclusionAmt134753
IRS990/OtherRevenueMiscGrp/ExclusionAmt223171
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt045687
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt134753
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt223171
IRS990/OtherRevenueTotalAmt0114975
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0324630
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04153569
IRS990/OtherSalariesAndWagesGrp/TotalAmt04478199
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt051369
IRS990/PayrollTaxesGrp/ProgramServicesAmt0318712
IRS990/PayrollTaxesGrp/TotalAmt0370081
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt034553
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0214381
IRS990/PensionPlanContributionsGrp/TotalAmt0248934
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt044009
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt052300
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/RelatedOrExemptFuncIncomeAmt04802221
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13310022
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21143267
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3922017
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4754352
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04802221
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13310022
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21143267
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3922017
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4754352
IRS990/ProgSrvcAccomActy2Grp/Desc0OAKNOLL SERVED AN AVERAGE OF 37 FRAIL SENIOR ADULTS IN OUR CERTIFIED ASSISTED LIVING PROGRAM THIS PAST YEAR. THE AVERAGE AGE OF THOSE SERVED WAS 88.8 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/ExpenseAmt01176960
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01445216
IRS990/ProgSrvcAccomActy3Grp/Desc0OAKNOLL PROVIDED SENIOR HOUSING AND RELATED SERVICES (MEALS, HOUSEKEEPING, TRANSPORTATION, RECREATIONAL PROGRAMMING, ETC.) FOR A DAILY AVERAGE OF 190 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/ExpenseAmt06043851
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt07421379
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,229,173
Liabilities
$96,733,158
Net assets
$496,015
Revenue
$11,247,490
Expenses
$11,115,491
Net income
$131,999
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