Civic Intelligence

Oakwood Residence Inc

990 • Fiscal year 2014 • EIN 90-0055647

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 27, 2015

Organization Profilewww.tasksunlimited.org
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

58.53x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

99th percentile

7.03x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

16th percentile

-27%

Faster asset growth than 16% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$10,436

Down $3,899 (-27%) from 2013

Net Assets

Down

-$600,390

Down $14,524 (-2.5%) from 2013

Liabilities

Up

$610,826

Up $10,625 (+1.8%) from 2013

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin17th percentile

Revenue

Up

$86,947

Up $8,345 (+11%) from 2013

Expenses

Up

$101,471

Up $14,413 (+17%) from 2013

Net Income

Down

-$14,524

Down $6,068 (-72%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

2014

Assets$10,436
Liabilities$610,826
Net Assets-$600,390
Open 2014 Filing

Operations Trend

Revenue Growth63rd percentile

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

2014

Revenue$86,947
Expenses$101,471
Net Income-$14,524
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 27, 2015
Return Version
2014v5.0
Gross Receipts
$86,947
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$4,239$340▼ $3,899
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$14,335$10,436▼ $3,899
Other Assets Total-$0-
Liabilities
Other Liabilities$581,035$591,661▲ $10,626
Accounts Payable and Accrued Expenses$19,166$19,165▼ $1
Total Liabilities$600,201$610,826▲ $10,625
Net Assets / Fund Balance
Unrestricted Net Assets$-585,866$-600,390▼ $14,524
Total Net Assets Fund Balance$-585,866$-600,390▼ $14,524
Total Liabilities and Net Assets / Fund Balance$14,335$10,436▼ $3,899

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$60,450$60,450
Other Land Buildings$340$2,257$2,597
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Linda KubalskyPresident
Kim HerringVice President
Dr Frank LassmanDirector
Joey BrochinDirector
Sarah PetersonDirector
Karen JohnstonExecutive Director
Heather EricksonSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$86,947
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-14,524

Audited Revenue Reconciliation

Revenue per Audited Statements
$86,947
Total Revenue per Audited Statements
$86,947
Total Revenue per Form 990
$86,947
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$89,366
Salaries, Compensation, and Employee Benefits$12,105
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$49,491--$49,491
Other Salaries and Wages$10,182--$10,182
Depreciation Depletion$3,898--$3,898
Travel$2,668--$2,668
Other Employee Benefits$1,229--$1,229
Other Expenses$819--$819
Payroll Taxes$694--$694
Office Expenses$476--$476
All Other Expenses$426--$426
Insurance$59--$59
Total Functional Expenses$101,471$0$0$101,471

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$101,471
Total Expenses per Audited Statements$101,471
Total Expenses per Form 990$101,471
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$591,661
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
Yes
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

Filer Name
Oakwood Residence Inc
EIN
90-0055647
Phone
6128713320
Address
2419 NICOLLET AVENUE South, MINNEAPOLIS, MN 55404

Signing Officer

Name
Karen Johnston
Title
Executive Director
Signed
2015-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Erickson
Formed
2003
Legal Domicile
Mn
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
4

Preparer

Firm
Carpenter Evert & Associates
Address
7760 France Ave S 940, Bloomington, MN 55435
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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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0139473
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0201533
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0241309
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0747864
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02597
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0591661
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Inter-Company Accounts Payable
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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
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IRS990ScheduleD/TotalExpensesPerForm990Amt0101471
IRS990ScheduleD/TotalLiabilityAmt0591661
IRS990ScheduleD/TotalRevenuePerForm990Amt086947
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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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd4false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1Tasks Unlimited Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2Tasks Unlimited Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3Tasks Unlimited Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4Tasks Unlimited Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5Tasks Unlimited Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt6Tasks Unlimited Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Tasks Unlimited Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Tasks Unlimited Building Services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Tasks Unlimited Mental Health Services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3Tasks Unlimited Lodges
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4Tasks Unlimited Training Center
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5Inter Lodge
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6Oakwood Lodge Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237087205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1411518696
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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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$10,436
Liabilities
$610,826
Net assets
-$600,390
Revenue
$86,947
Expenses
$101,471
Net income
-$14,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.10$6.34$6.24$0.28$0.31$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.10$6.30$6.20$0.36$0.39$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.10$6.28$6.18$0.39$0.49$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.10$6.18$6.08$0.69$0.76$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.10$6.11$6.00$0.87$1.01$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.14$6.00$5.86$0.79$0.87$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$5.97$5.77$1.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$5.82$5.67$2.26
2010Summary only. Only limited summary data is available for this year.$0.90$6.33$5.43$2.41$2.77$0.36