Civic Intelligence

The Oaknoll Foundation

990 • Fiscal year 2012 • EIN 42-1363406

Jul 01, 2011 to Jun 30, 2012 • Filed on Feb 05, 2013

Organization ProfileWWW.OAKNOLL.COM
1 Oaknoll Court52246
Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

96th percentile

118%

Faster asset growth than 96% of similar nonprofits.

2012 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$813,352

Up $439,494 (+118%) from 2011

Net Assets

Up

$813,352

Up $439,494 (+118%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$69,437

Down $45,821 (-40%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $373,858Liabilities 2011: $0Net Assets 2011: $373,8582011Assets 2012: $813,352Liabilities 2012: $0Net Assets 2012: $813,3522012Assets 2013: $838,327Liabilities 2013: $0Net Assets 2013: $838,3272013Assets 2014: $986,780Liabilities 2014: $0Net Assets 2014: $986,7802014Assets 2015: $1,018,836Liabilities 2015: $0Net Assets 2015: $1,018,8362015Assets 2016: $1,057,671Liabilities 2016: $0Net Assets 2016: $1,057,6712016Assets 2017: $1,170,192Liabilities 2017: $0Net Assets 2017: $1,170,1922017Assets 2018: $1,384,096Liabilities 2018: $0Net Assets 2018: $1,384,0962018Assets 2019: $1,221,325Liabilities 2019: $0Net Assets 2019: $1,221,3252019Assets 2020: $1,396,571Liabilities 2020: $14,000Net Assets 2020: $1,382,5712020Assets 2021: $1,917,732Liabilities 2021: $1,665Net Assets 2021: $1,916,0672021Assets 2022: $1,581,915Liabilities 2022: $0Net Assets 2022: $1,581,9152022Assets 2023: $1,630,094Liabilities 2023: $0Net Assets 2023: $1,630,0942023Assets 2024: $1,707,399Liabilities 2024: $0Net Assets 2024: $1,707,3992024Assets 2025: $2,104,943Liabilities 2025: $0Net Assets 2025: $2,104,9432025

Highlighted filing

2012

Assets$813,352
Liabilities$0
Net Assets$813,352
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $170,044Expenses 2011: $115,258Net Income 2011: $54,7862011Expenses 2012: $69,4372012Expenses 2013: $128,8832013Revenue 2014: $177,053Expenses 2014: $102,454Net Income 2014: $74,5992014Revenue 2015: $226,146Expenses 2015: $201,451Net Income 2015: $24,6952015Revenue 2016: $189,780Expenses 2016: $140,046Net Income 2016: $49,7342016Revenue 2017: $230,628Expenses 2017: $206,453Net Income 2017: $24,1752017Revenue 2018: $418,599Expenses 2018: $264,107Net Income 2018: $154,4922018Revenue 2019: $269,619Expenses 2019: $441,894Net Income 2019: -$172,2752019Revenue 2020: $483,721Expenses 2020: $323,627Net Income 2020: $160,0942020Revenue 2021: $516,742Expenses 2021: $269,387Net Income 2021: $247,3552021Revenue 2022: $436,718Expenses 2022: $433,928Net Income 2022: $2,7902022Revenue 2023: $431,514Expenses 2023: $488,198Net Income 2023: -$56,6842023Revenue 2024: $465,942Expenses 2024: $534,044Net Income 2024: -$68,1022024Revenue 2025: $1,437,244Expenses 2025: $1,140,269Net Income 2025: $296,9752025

Highlighted filing

2012

Revenue-
Expenses$69,437
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Feb 5, 2013
Return Version
2011v1.2
Gross Receipts
$636,305
Mission and Program Overview

Mission

The oaknoll foundation provides financial support to oaknoll retirement residence to strengthen the oaknoll mission and build oaknoll's future. This support comes in the form of improvements to the facilities, acquisition of furniture and equipment, social events for residents, and support for staff members.

Major Activities

Activity 2
Employee scholarship fund - the foundation initiated an employee scholarship program this year. Employees who are enrolled in colleges or universities are encouraged to apply for scholarship support of up to $1,000 per semester. Five $1,000 scholarships were awarded.
Filing and Contact Details

Filer

EIN
42-1363406
Raw XML AppendixShowing 400 of 440 raw XML fields

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IRS990/MissionDescription0THE OAKNOLL FOUNDATION PROVIDES FINANCIAL SUPPORT TO OAKNOLL RETIREMENT RESIDENCE. THIS SUPPORT COMES IN THE FORM OF IMPROVEMENTS TO THE FACILITIES, ACQUISITION OF FURNITURE AND EQUIPMENT, SOCIAL EVENTS FOR RESIDENTS, AND SUPPORT FOR STAFF MEMBERS.
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE 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). 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, 2009 NOR HAVE WE BEEN NOTIFIED OF ANY IMPENDING EXAMINATION AND NO EXAMINATIONS ARE CURRENTLY IN PROCESS.
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IRS990ScheduleO/GeneralExplanation/Explanation0THE FOUNDATION BOARD IS COMPRISED OF 9 INDIVIDUALS.
IRS990ScheduleO/GeneralExplanation/Explanation1EMPLOYEE SCHOLARSHIP FUND - THE FOUNDATION INITIATED AN EMPLOYEE SCHOLARSHIP PROGRAM THIS YEAR. EMPLOYEES WHO ARE ENROLLED IN COLLEGES OR UNIVERSITIES ARE ENCOURAGED TO APPLY SCHOLARSHIP SUPPORT OF UP TO $1,000 PER SEMESTER. FIVE $1,000 SCHOLARSHIPS WERE AWARDED.
IRS990ScheduleO/GeneralExplanation/Explanation2THE OAKNOLL FOUNDATION BOARD OF DIRECTORS IS APPOINTED BY THE BOARD OF DIRECTORS OF CHRISTIAN RETIREMENT SERVICES, INC., A RELATED ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation3A DRAFT OF THE 990 IS GIVEN TO EACH BOARD MEMBER 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.
IRS990ScheduleO/GeneralExplanation/Explanation4THE OAKNOLL FOUNDATION BOARD MEMBERS ARE ALL PAST BOARD MEMBERS OF THE RELATED ORGANIZATION, CHRISTIAN RETIREMENT SERVICES INC. AS SUCH, THE OAKNOLL FOUNDATION BOARD WAS AWARE OF AND ADHERED TO THE POLICIES OF THE RELATED ORGANIZATION DURING THE FILING YEAR. THE OAKNOLL FOUNDATION BOARD OF DIRECTORS FORMALLY ADOPTED A CONFLICT OF INTEREST POLICY AND A WHISTLEBLOWER POLICY SUBSEQUENT TO YEAR END ON NOVEMBER 13, 2012.
IRS990ScheduleO/GeneralExplanation/Explanation5THERE IS NO PROCESS FOR DETERMINING COMPENSATION BECAUSE THERE IS NO COMPENSATION PAID BY THE ORGANIZATION. COMPENSATION REVIEW FOR PATRICIA HEIDEN, EXECUTIVE DIRECTOR IS PERFORMED BY THE BOARD OF DIRECTORS OF THE RELATED ORGANIZATION, CHRISTIAN RETIREMENT SERVICES INC.
IRS990ScheduleO/GeneralExplanation/Explanation6A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC DURING NORMAL BUSINESS HOURS (MONDAY-FRIDAY, 8:30 - 5:00). ANYONE WHO ASKS FOR A COPY OF THESE DOCUMENTS WILL BE SUPPLIED A COPY FREE OF CHARGE.
IRS990ScheduleO/GeneralExplanation/Explanation7PATRICIA HEIDEN AND STEVE ROE EACH WORK 50.00 HOURS PER WEEK FOR CHRISTIAN RETIREMENT SERVICES INC, A RELATED ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation8NET UNREALIZED GAINS ON INVESTMENTS: 593.
IRS990ScheduleO/GeneralExplanation/Identifier0NEW PROGRAM SERVICES
IRS990ScheduleO/GeneralExplanation/Identifier1FOR RELATED ORGANIZATION:
IRS990ScheduleO/GeneralExplanation/Identifier2CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART I, LINE 6, NUMBER OF VOLUNTEERS:
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART III, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference6PART VII, SECTION A, LINE 1A, COLUMN (B), AVERAGE HOURS PER WEEK
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990, PART XI, LINE 5:
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine101 OAKNOLL COURT
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0IOWA CITY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0IA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode052246
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0420919489
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0IA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10CHRISTIAN RETIREMENT SERVICES INC
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0PROVIDING EXCEPTIONAL RETIREMENT LIVING & HEALTH SERVICES THROUGH LIFECARE
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0LINE 9
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg01
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities01
IRS990ScheduleR/SharingOfPaidEmployees01
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved062435
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0CASH
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10CHRISTIAN RETIREMENT SERVICES
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0B
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices01
IRS990/StateLegalDomicile0IA
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/EOY029194
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine101 OAKNOLL COURT
IRS990/TheBooksAreInCareOf/AddressUS/City0IOWA CITY
IRS990/TheBooksAreInCareOf/AddressUS/State0IA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode052246
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10STEVE ROE
IRS990/TheBooksAreInCareOf/TelephoneNumber03194663006
IRS990/TotalAssets/BOY0373858
IRS990/TotalAssetsBOY0373858
IRS990/TotalAssets/EOY0813352
IRS990/TotalAssetsEOY0813352
IRS990/TotalCompGT150K01
IRS990/TotalContributions0501762
IRS990/TotalExpensesCurrentYear069437
IRS990/TotalExpensesPriorYear00
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral02002
IRS990/TotalFunctionalExpenses/ProgramServices067435
IRS990/TotalFunctionalExpenses/Total069437
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0373858
IRS990/TotalLiabNetAssetsFundBalances/EOY0813352
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers09
IRS990/TotalNetAssetsFundBalances/BOY0373858
IRS990/TotalNetAssetsFundBalances/EOY0813352
IRS990/TotalOtherCompensation051241
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense067435
IRS990/TotalReportableCompFrmRltdOrgs0269104
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0508338
IRS990/TotalRevenue/ExclusionAmount06576
IRS990/TotalRevenuePriorYear00

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$813,352
Liabilities
$0
Net assets
$813,352
Revenue
-
Expenses
$69,437
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$1.44$1.14$0.30
2024Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.47$0.53$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.43$0.49$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.44$0.43$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.00$1.92$0.52$0.27$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.01$1.38$0.48$0.32$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.27$0.44$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.42$0.26$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.23$0.21$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.19$0.14$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.23$0.20$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.18$0.10$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.17$0.12$0.05