Civic Intelligence

The Oaknoll Foundation

990 • Fiscal year 2020 • EIN 42-1363406

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 08, 2021

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

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

28th percentile

0.03x

Higher debt load relative to revenue than 28% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

89th percentile

$196,936

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 40.7% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

79%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,396,571

Up $175,246 (+14%) from 2019

Net Assets

Up

$1,382,571

Up $161,246 (+13%) from 2019

Liabilities

Up

$14,000

Up $14,000 from 2019

Revenue

Up

$483,721

Up $214,102 (+79%) from 2019

Expenses

Down

$323,627

Down $118,267 (-27%) from 2019

Net Income

Up

$160,094

Up $332,369 (+193%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$1,396,571
Liabilities$14,000
Net Assets$1,382,571

Operations Trend

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

2020

Revenue$483,721
Expenses$323,627
Net Income$160,094
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 8, 2021
Return Version
2019v5.2
Gross Receipts
$817,503
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.

To support christian retirement services

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,123,726$1,144,254▲ $20,528
Cash and Non-Interest-Bearing Accounts$97,599$252,317▲ $154,718
Total Assets$1,221,325$1,396,571▲ $175,246
Liabilities
Accounts Payable and Accrued Expenses$0$14,000▲ $14,000
Total Liabilities$0$14,000▲ $14,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,184,042$1,324,148▲ $140,106
Net Assets With Donor Restrictions$37,283$58,423▲ $21,140
Total Net Assets Fund Balance$1,221,325$1,382,571▲ $161,246
Total Liabilities and Net Assets / Fund Balance$1,221,325$1,396,571▲ $175,246
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tom BenderPresident, Director
Kristin SummerwillVice President, Director
Dennis DomsicDirector
John MoyersDirector
Maggie ElliottDirector
Sally StutsmanDirector
Virginia ClemonsDirector
Stephen J RoeExecutive Director
Pete VanderhoefSecretary, Director
David DierksTreasurer, Director
Revenue and Support

Revenue Composition

Contributions and Grants
$457,251
Program Service Revenue
$0
Investment Income
$26,470
Other Revenue
$0
All Other Contributions
$457,251
Change in Net Assets
$160,094
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$302,432
Other Expenses$21,195
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$283,844--$283,844
Grants to Domestic Individuals$18,588--$18,588
Other Expenses$822$5,741-$822
Total Functional Expenses$317,886$5,741$0$323,627
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Christian Retirement Services IncIowa City, IA501(c)(3)Improvements to the Facilities, Acquisition of Furniture and Equipment, Social Events for Residents, and Support for Staff Members.$283,844
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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 7A

The oaknoll foundation board of directors is appointed by the board of directors of christian retirement services, inc., a related organization.

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

A draft of the 990 is given to each board member for their review approximately one month before it is due. Board members are asked to review the 990, ask any questions they have, and suggest changes. Any suggested changes are noted and distributed via e-mail to all board members. 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 15

There is no process for determining compensation because there is no compensation paid by the organization. Compensation review for the executive director is performed by the board of directors of the related organization, christian retirement services inc.

Form 990, Part VI, Section C, Line 19

Copies of all documents are available upon request.

Filing and Contact Details

Filer

Filer Name
The Oaknoll Foundation
EIN
42-1363406
Phone
3193511720
Address
1 OAKNOLL COURT, IOWA CITY, IA 52246

Signing Officer

Name
Darcy M Sanford
Title
Chief Financial Officer
Phone
3193511720
Signed
2021-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen J Roe
Formed
1990
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Rsm US Llp
Address
201 FIRST ST SE SUITE 800, CEDAR RAPIDS, IA 52401
Preparer
Carley Lane
Phone
3192985333
Supplemental Narrative

Additional Explanations

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

The oaknoll foundation board consists of 9 volunteers from the iowa city community. Each of the volunteer board members has previously served as a volunteer board member of christian retirement services, inc. D/b/a oaknoll retirement residence.

Financial Statement Notes

PART X, LINE 2:

The internal revenue service 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 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 has not been notified of any impending examination by tax authorities and no examinations are currently in process.

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IRS990/MissionDesc0THE 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.
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0420919489
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0317886
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHRISTIAN RETIREMENT SERVICES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0317886
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/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE 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 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 HAS NOT BEEN NOTIFIED OF ANY IMPENDING EXAMINATION BY TAX AUTHORITIES AND NO EXAMINATIONS ARE CURRENTLY IN PROCESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt018588
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt021
IRS990ScheduleI/RecipientTable/CashGrantAmt0283844
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0IMPROVEMENTS TO THE FACILITIES, ACQUISITION OF FURNITURE AND EQUIPMENT, SOCIAL EVENTS FOR RESIDENTS, AND SUPPORT FOR STAFF MEMBERS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHRISTIAN RETIREMENT SERVICES INC
IRS990ScheduleI/RecipientTable/RecipientEIN0420919489
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01 OAKNOLL COURT
IRS990ScheduleI/RecipientTable/USAddress/CityNm0IOWA CITY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052246
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ADEQUATE PROCEDURES ARE FOLLOWED TO MONITOR THE USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt06400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0159418
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt06338
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt024780
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEPHEN J ROE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0196936
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE RELATED ORGANZATION THAT SETS COMPENSATION FOR THE EXECUTIVE DIRECTOR UTILIZES A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OF THE RELATED ORGANIZATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OAKNOLL FOUNDATION BOARD CONSISTS OF 9 VOLUNTEERS FROM THE IOWA CITY COMMUNITY. EACH OF THE VOLUNTEER BOARD MEMBERS HAS PREVIOUSLY SERVED AS A VOLUNTEER BOARD MEMBER OF CHRISTIAN RETIREMENT SERVICES, INC. D/B/A OAKNOLL RETIREMENT RESIDENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OAKNOLL FOUNDATION BOARD OF DIRECTORS IS APPOINTED BY THE BOARD OF DIRECTORS OF CHRISTIAN RETIREMENT SERVICES, INC., A RELATED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A DRAFT OF THE 990 IS GIVEN TO EACH BOARD MEMBER FOR THEIR REVIEW APPROXIMATELY ONE MONTH BEFORE IT IS DUE. BOARD MEMBERS ARE ASKED TO REVIEW THE 990, ASK ANY QUESTIONS THEY HAVE, AND SUGGEST CHANGES. ANY SUGGESTED CHANGES ARE NOTED AND DISTRIBUTED VIA E-MAIL TO ALL BOARD MEMBERS. 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/SupplementalInformationDetail/ExplanationTxt3THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE IS NO PROCESS FOR DETERMINING COMPENSATION BECAUSE THERE IS NO COMPENSATION PAID BY THE ORGANIZATION. COMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR IS PERFORMED BY THE BOARD OF DIRECTORS OF THE RELATED ORGANIZATION, CHRISTIAN RETIREMENT SERVICES INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COPIES OF ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 6, NUMBER OF VOLUNTEERS:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CHRISTIAN RETIREMENT SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0420919489
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDING EXCEPTIONAL RETIREMENT LIVING & HEALTH SERVICES THROUGH LIFECARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01 OAKNOLL COURT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0IOWA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd052246
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0283844
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CHRISTIAN RETIREMENT SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01221325
IRS990/TotalAssetsEOYAmt01396571
IRS990/TotalAssetsGrp/BOYAmt01221325
IRS990/TotalAssetsGrp/EOYAmt01396571
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0457251
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05741
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0317886
IRS990/TotalFunctionalExpensesGrp/TotalAmt0323627
IRS990/TotalGrossUBIAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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