Civic Intelligence

Oakwood Residence Inc

990 • Fiscal year 2013 • EIN 90-0055647

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 07, 2014

2419 NICOLLET AVENUE SouthMinneapolis, MN 55404

(612) 871-3320

Siviq Scores

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

Liabilities / Assets

100th percentile

41.87x

Higher debt load relative to assets than 100% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

99th percentile

7.64x

Higher debt load relative to revenue than 99% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

16th percentile

-27%

Faster asset growth than 16% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

15th percentile

-31%

Faster revenue growth than 15% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2013

Assets

Down

$14,335

Down $5,282 (-27%) from 2012

Net Assets

Down

-$585,866

Down $8,456 (-1.5%) from 2012

Liabilities

Up

$600,201

Up $3,174 (+0.5%) from 2012

Revenue

$78,602

No earlier filing loaded for comparison.

Expenses

Down

$87,058

Down $62,794 (-42%) from 2012

Net Income

-$8,456

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500K-$1.0MAssets 2010: $90,404Liabilities 2010: $633,070Net Assets 2010: -$542,6662010Assets 2011: $14,840Liabilities 2011: $581,871Net Assets 2011: -$567,0312011Assets 2012: $19,617Liabilities 2012: $597,027Net Assets 2012: -$577,4102012Assets 2013: $14,335Liabilities 2013: $600,201Net Assets 2013: -$585,8662013Assets 2014: $10,436Liabilities 2014: $610,826Net Assets 2014: -$600,3902014Assets 2015: $9,951Liabilities 2015: $617,648Net Assets 2015: -$607,6972015Assets 2016: $9,951Liabilities 2016: $627,509Net Assets 2016: -$617,5582016Assets 2017: $9,951Liabilities 2017: $630,391Net Assets 2017: -$620,4402017Assets 2018: $9,951Liabilities 2018: $634,317Net Assets 2018: -$624,3662018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2013

Assets$14,335
Liabilities$600,201
Net Assets-$585,866

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $241,309Expenses 2010: $277,418Net Income 2010: -$36,1092010Expenses 2011: $225,8982011Expenses 2012: $149,8522012Revenue 2013: $78,602Expenses 2013: $87,058Net Income 2013: -$8,4562013Revenue 2014: $86,947Expenses 2014: $101,471Net Income 2014: -$14,5242014Revenue 2015: $69,184Expenses 2015: $76,491Net Income 2015: -$7,3072015Revenue 2016: $38,852Expenses 2016: $48,713Net Income 2016: -$9,8612016Revenue 2017: $36,212Expenses 2017: $39,094Net Income 2017: -$2,8822017Revenue 2018: $27,524Expenses 2018: $31,450Net Income 2018: -$3,9262018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019

Highlighted filing

2013

Revenue$78,602
Expenses$87,058
Net Income-$8,456
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 7, 2014
Return Version
2013v3.1
Gross Receipts
$78,602
Mission and Program Overview

Mission

Provide reunification and support for mothers with serious and persistent mental illness and their children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$10,096$10,096→ $0
Land, Buildings, and Equipment, Net$9,521$4,239▼ $5,282
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$19,617$14,335▼ $5,282
Other Assets Total-$0-
Liabilities
Other Liabilities$577,861$581,035▲ $3,174
Accounts Payable and Accrued Expenses$19,166$19,166→ $0
Total Liabilities$597,027$600,201▲ $3,174
Net Assets / Fund Balance
Unrestricted Net Assets$-577,410$-585,866▼ $8,456
Total Net Assets Fund Balance$-577,410$-585,866▼ $8,456
Total Liabilities and Net Assets / Fund Balance$19,617$14,335▼ $5,282

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,528$56,922$60,450
Other Land Buildings$711$1,886$2,597
Compensation and Service Providers

Board Members and Trustees

NameTitle
Linda KubalskyPresident
Kim HerringVice President
Dorothy BergerDirector
Karen JohnstonExecutive Director
Heather EricksonSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$78,602
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-8,456

Audited Revenue Reconciliation

Revenue per Audited Statements
$78,602
Total Revenue per Audited Statements
$78,602
Total Revenue per Form 990
$78,602
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,898
Salaries, Compensation, and Employee Benefits$1,160
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$52,705--$52,705
Depreciation Depletion$5,282--$5,282
Travel$1,045--$1,045
Other Salaries and Wages$919--$919
Other Expenses$383--$383
Office Expenses$206--$206
All Other Expenses$179--$179
Payroll Taxes$149--$149
Other Employee Benefits$92--$92
Insurance$55--$55
Total Functional Expenses$87,058$0$0$87,058

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$87,058
Total Expenses per Audited Statements$87,058
Total Expenses per Form 990$87,058
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Inter-Company Accounts Payable$581,035
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The Finance Committee and board chair reviews this information with the executive director prior to the filling of the official 990.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The board of directors reviews the conflict of interest policy on an annual basis and each member is asked to disclose any areas that may cause conflict of interest concerns. If there is an apparent conflict of interest during the year, it is reviewed and discussed by the board at that time.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The executive committee of the board conducts annual performance reviews with the executive director. Based on this performance review as well as an internal and external scan of salaries the executive committee determines the salary.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The executive committee of the board conducts annual performance reviews with the executive director. Based on this performance review as well as an internal and external scan of salaries the executive committee determines the salary.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

EIN
90-0055647
Phone
6128713320

Signing Officer

Name
Karen Johnston
Title
Executive Director
Signed
2014-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Johnston
Formed
2003
Legal Domicile
Mn
Voting Board Members
4
Independent Board Members
3
Employees
0

Preparer

Preparer
Marc Colin
Phone
9528310085
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

Income TaxOakwood Residence, Inc has a tax-exempt status under Section 501(c)(3) of the Internal Revenue Code and has adopted Accounting for Uncertainty in Income Taxes, ASC 740-10. The Organization's policy is to evaluate uncertain tax positions, at least annually, for the potential for income tax exposure from unrelated business income or from loss of nonprofit status. The Organization continues to operate consistent with its original exemption application and each year takes the necessary actions to maintain its exempt status. It has been classified as an organization that is not a private foundation under the Internal Revenue Code and charitable contributions by donors are tax deductible.

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IRS990ScheduleD/EquipmentGrp/BookValueAmt03528
IRS990ScheduleD/EquipmentGrp/DepreciationAmt056922
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt060450
IRS990ScheduleD/ExpensesSubtotalAmt087058
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0711
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01886
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02597
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0581035
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Inter-Company Accounts Payable
IRS990ScheduleD/RevenueSubtotalAmt078602
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Income TaxOakwood Residence, Inc has a tax-exempt status under Section 501(c)(3) of the Internal Revenue Code and has adopted Accounting for Uncertainty in Income Taxes, ASC 740-10. The Organization's policy is to evaluate uncertain tax positions, at least annually, for the potential for income tax exposure from unrelated business income or from loss of nonprofit status. The Organization continues to operate consistent with its original exemption application and each year takes the necessary actions to maintain its exempt status. It has been classified as an organization that is not a private foundation under the Internal Revenue Code and charitable contributions by donors are tax deductible.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04239
IRS990ScheduleD/TotalExpensesPerForm990Amt087058
IRS990ScheduleD/TotalLiabilityAmt0581035
IRS990ScheduleD/TotalRevenuePerForm990Amt078602
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt078602
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt087058
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Finance Committee and board chair reviews this information with the executive director prior to the filling of the official 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board of directors reviews the conflict of interest policy on an annual basis and each member is asked to disclose any areas that may cause conflict of interest concerns. If there is an apparent conflict of interest during the year, it is reviewed and discussed by the board at that time.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The executive committee of the board conducts annual performance reviews with the executive director. Based on this performance review as well as an internal and external scan of salaries the executive committee determines the salary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The executive committee of the board conducts annual performance reviews with the executive director. Based on this performance review as well as an internal and external scan of salaries the executive committee determines the salary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine11Tasks Unlimited Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine12Tasks Unlimited Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine13Tasks Unlimited Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine14Tasks Unlimited Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine15Tasks Unlimited Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine16Tasks Unlimited Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10Tasks Unlimited Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11Tasks Unlimited Building Services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine12Tasks Unlimited Mental Health Services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine13Tasks Unlimited Lodges
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine14Tasks Unlimited Training Center
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine15Inter Lodge
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine16Oakwood Lodge Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237087205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1411518696
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2411567779
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3411518210
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4411518209
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5651309238
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6412095683
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501 (c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501 (c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501 (c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501 (c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5501 (c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt6501 (c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd6MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Administrative support to Tasks Unlimited organizations
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Training and employment for mentally ill adults
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2Mental health support to mentally ill adults
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3Residential housing for mentally ill adults
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4Treatment and skills training of mentally ill adults
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5Evaluation, training, and rehabilitation services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt6Housing for mentally ill mother and their children
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt19
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt29
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt39
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt49
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt59
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt69
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine102419 Nicollet Avenue South
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine112419 Nicollet Avenue South
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine122419 Nicollet Avenue South
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine132419 Nicollet Avenue South
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine142419 Nicollet Avenue South
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine152419 Nicollet Avenue South
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine162419 Nicollet Avenue South
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0Minneapolis
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1Minneapolis
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City2Minneapolis
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City3Minneapolis
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City4Minneapolis
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City5Minneapolis
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City6Minneapolis
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State2MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State3MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State4MN

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