Liabilities / Assets
74th percentile
Higher debt load relative to assets than 74% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
74th percentile
Higher debt load relative to assets than 74% of similar nonprofits.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
$1,612,661
No earlier filing loaded for comparison.
Net Assets
$872,558
No earlier filing loaded for comparison.
Liabilities
$740,103
No earlier filing loaded for comparison.
Revenue
-
No earlier filing loaded for comparison.
Expenses
$3,228,698
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
Sunny Oaks provides 24 hour residential services, supported living, nutritional, community and training services for individuals with I/DD (Intellectual and/or Developmental Disabilities) referred by state and county governments. Services are provided in group homes owned and/or operated by Sunny Oaks, or to individuals living in their own residence.
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReview | 0 | true |
| IRS990/AccountsPayableAccruedExpenses/BOY | 0 | 189837 |
| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 184030 |
| IRS990/AccountsReceivable/BOY | 0 | 135306 |
| IRS990/AccountsReceivable/EOY | 0 | 86967 |
| IRS990/ActivitiesConductedPartnership | 0 | false |
| IRS990/ActivityOrMissionDescription | 0 | Residential services and alternative to vocational services to adults with developmental disabilities in Oregon's Marion & Polk Counties. |
| IRS990/Advertising/ManagementAndGeneral | 0 | 772 |
| IRS990/Advertising/ProgramServices | 0 | 6943 |
| IRS990/Advertising/Total | 0 | 7715 |
| IRS990/AllAffiliatesIncluded | 0 | false |
| IRS990/AllOtherExpenses/ManagementAndGeneral | 0 | 3553 |
| IRS990/AllOtherExpenses/ProgramServices | 0 | 19128 |
| IRS990/AllOtherExpenses/Total | 0 | 22681 |
| IRS990/AnnualDisclosureCoveredPersons | 0 | false |
| IRS990/AuditCommittee | 0 | true |
| IRS990/BenefitsPaidToMembersCY | 0 | 0 |
| IRS990/BenefitsToMembers/Total | 0 | 0 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | false |
| IRS990/BsnssRltnshpWithOrganization | 0 | false |
| IRS990/CashNonInterestBearing/BOY | 0 | 132258 |
| IRS990/CashNonInterestBearing/EOY | 0 | 418591 |
| IRS990/ChangesToOrganizingDocs | 0 | false |
| IRS990/CollectionsOfArt | 0 | false |
| IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral | 0 | 6948 |
| IRS990/CompCurrentOfficersDirectors/ProgramServices | 0 | 62532 |
| IRS990/CompCurrentOfficersDirectors/Total | 0 | 69480 |
| IRS990/CompDisqualPersons/Total | 0 | 0 |
| IRS990/CompensationFromOtherSources | 0 | false |
| IRS990/CompensationProcessCEO | 0 | true |
| IRS990/CompensationProcessOther | 0 | true |
| IRS990/ComplianceWithBackupWitholding | 0 | false |
| IRS990/ConferencesMeetings/Total | 0 | 0 |
| IRS990/ConflictOfInterestPolicy | 0 | true |
| IRS990/ConservationEasements | 0 | false |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | true |
| IRS990/ContributionsGrantsCurrentYear | 0 | 0 |
| IRS990/CreditCounseling | 0 | false |
| IRS990/DecisionsSubjectToApproval | 0 | false |
| IRS990/DeductibleContributionsOfArt | 0 | false |
| IRS990/DeductibleNonCashContributions | 0 | false |
| IRS990/DelegationOfManagementDuties | 0 | false |
| IRS990/DepreciationDepletion/ManagementAndGeneral | 0 | 18966 |
| IRS990/DepreciationDepletion/ProgramServices | 0 | 34403 |
| IRS990/DepreciationDepletion/Total | 0 | 53369 |
| IRS990/DescribedIn501C3 | 0 | true |
| IRS990/Description | 0 | Provides residential, nutritional, educational facilities and training for mentally handicapped individuals referred by state and county governments. Approximately 39 residents reside in the homes. |
| IRS990/DisregardedEntity | 0 | false |
| IRS990/DistributionToDonor | 0 | false |
| IRS990/DocumentRetentionPolicy | 0 | true |
| IRS990/DonorAdvisedFunds | 0 | false |
| IRS990/ElectionOfBoardMembers | 0 | false |
| IRS990/EmploymentTaxReturnsFiled | 0 | true |
| IRS990/EscrowAccount | 0 | false |
| IRS990/ExcessBenefitTransaction | 0 | false |
| IRS990/ExcessBusinessHoldings | 0 | false |
| IRS990/Expense | 0 | 2799940 |
| IRS990/FamilyOrBusinessRelationship | 0 | false |
| IRS990/FederalGrantAuditPerformed | 0 | false |
| IRS990/FederalGrantAuditRequired | 0 | false |
| IRS990/FeesForServicesAccounting/Total | 0 | 0 |
| IRS990/FeesForServicesInvstMgmntFees/Total | 0 | 0 |
| IRS990/FeesForServicesLegal/Total | 0 | 0 |
| IRS990/FeesForServicesLobbying/Total | 0 | 0 |
| IRS990/FeesForServicesManagement/Total | 0 | 0 |
| IRS990/FeesForServicesOther/ManagementAndGeneral | 0 | 21280 |
| IRS990/FeesForServicesOther/ProgramServices | 0 | 8314 |
| IRS990/FeesForServicesOther/Total | 0 | 29594 |
| IRS990/FeesForServicesProfFundraising/Total | 0 | 0 |
| IRS990/FiledLieu1041 | 0 | false |
| IRS990/FinancialStatementConsolidated | 0 | X |
| IRS990/FollowSFAS117 | 0 | X |
| IRS990/ForeignActivities | 0 | false |
| IRS990/ForeignFinancialAccount | 0 | false |
| IRS990/ForeignGrants/Total | 0 | 0 |
| IRS990/ForeignOffice | 0 | false |
| IRS990/Form1098CFiled | 0 | false |
| IRS990/Form720Filed | 0 | false |
| IRS990/Form8282PropertyDisposedOf | 0 | false |
| IRS990/Form8886TFiled | 0 | false |
| IRS990/Form8899Filed | 0 | false |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 1 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 2 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 3 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 4 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 5 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 6 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 7 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 8 | 0.00 |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 1 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 2 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 3 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 4 | X |
| IRS990/Form990PartVIISectionA/KeyEmployee | 0 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | Vickie Harbaugh |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | Marna Damian |
| IRS990/Form990PartVIISectionA/NamePerson | 2 | Lois Forsythe |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | Jennifer Brundidge |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | Deborah Day |
| IRS990/Form990PartVIISectionA/NamePerson | 5 | Dave Culver |
| IRS990/Form990PartVIISectionA/NamePerson | 6 | Carole Shavere |
| IRS990/Form990PartVIISectionA/NamePerson | 7 | Carol Dronen |
| IRS990/Form990PartVIISectionA/NamePerson | 8 | Bob Braziel |
| IRS990/Form990PartVIISectionA/Officer | 0 | X |
| IRS990/Form990PartVIISectionA/Officer | 1 | X |
| IRS990/Form990PartVIISectionA/Officer | 2 | X |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 8023 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 1 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 2 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 3 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 4 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 5 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 6 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 7 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 69480 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 1 | 0 |
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| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
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| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 8 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | Exec. Director |
| IRS990/Form990PartVIISectionA/Title | 1 | Director |
| IRS990/Form990PartVIISectionA/Title | 2 | Director |
| IRS990/Form990PartVIISectionA/Title | 3 | Director |
| IRS990/Form990PartVIISectionA/Title | 4 | President |
| IRS990/Form990PartVIISectionA/Title | 5 | Director |
| IRS990/Form990PartVIISectionA/Title | 6 | Secretary |
| IRS990/Form990PartVIISectionA/Title | 7 | Director |
| IRS990/Form990PartVIISectionA/Title | 8 | Treasurer |
| IRS990/Form990ProvidedToGoverningBody | 0 | false |
| IRS990/Form990-TFiled | 0 | false |
| IRS990/FormersListed | 0 | false |
| IRS990/FSAudited | 0 | true |
| IRS990/FundraisingActivities | 0 | false |
| IRS990/FundsToPayPremiums | 0 | false |
| IRS990/Gaming | 0 | false |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsToDomesticIndividuals/Total | 0 | 0 |
| IRS990/GrantsToDomesticOrgs/Total | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | false |
| IRS990/GrantsToOrganizations | 0 | false |
| IRS990/GrantToRelatedPerson | 0 | false |
| IRS990/GrossReceipts | 0 | 3447192 |
| IRS990/GroupReturnForAffiliates | 0 | false |
| IRS990/Hospital | 0 | false |
| IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | false |
| IRS990/IndoorTanningServices | 0 | false |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InformationTechnology/Total | 0 | 0 |
| IRS990/Insurance/ManagementAndGeneral | 0 | 15453 |
| IRS990/Insurance/ProgramServices | 0 | 18900 |
| IRS990/Insurance/Total | 0 | 34353 |
| IRS990/IntangibleAssets/EOY | 0 | 0 |
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| IRS990/Interest/ProgramServices | 0 | 22639 |
| IRS990/Interest/Total | 0 | 22969 |
| IRS990/InventoriesForSaleOrUse/EOY | 0 | 0 |
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| IRS990/InvestmentIncome/ExclusionAmount | 0 | 783 |
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| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 783 |
| IRS990/InvestmentInJointVenture | 0 | false |
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| IRS990/InvestmentsProgramRelated/EOY | 0 | 0 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 0 |
| IRS990/InvestTaxExemptBonds | 0 | false |
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| IRS990/LandBuildingsEquipmentBasis | 0 | 1351232 |
| IRS990/LandBuildingsEquipmentBasisNet/BOY | 0 | 942967 |
| IRS990/LandBuildingsEquipmentBasisNet/EOY | 0 | 892070 |
| IRS990/LicensedMoreThanOneState | 0 | false |
| IRS990/LoanToOfficerOrDQP | 0 | false |
| IRS990/LobbyingActivities | 0 | false |
| IRS990/LocalChapters | 0 | false |
| IRS990/MaterialDiversionOrMisuse | 0 | false |
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| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | true |
| IRS990/MinutesOfGoverningBody | 0 | true |
| IRS990/MissionDescription | 0 | Residential services and alternative to vocational services to adults with developmental disabilities in Oregon's Marion & Polk Counties. |
| IRS990/MoreThan5000KToIndividuals | 0 | false |
| IRS990/MoreThan5000KToOrganizations | 0 | false |
| IRS990/MortNotesPyblSecuredInvestProp/BOY | 0 | 575483 |
| IRS990/MortNotesPyblSecuredInvestProp/EOY | 0 | 549323 |
| IRS990/NbrIndependentVotingMembers | 0 | 8 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 8 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 8 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 654064 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 872558 |
| IRS990/NetGainOrLossInvestments/TotalRevenueColumn | 0 | 0 |
| IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn | 0 | 0 |
| IRS990/NetIncomeFromGaming/TotalRevenueColumn | 0 | 0 |
| IRS990/NetIncomeOrLoss/TotalRevenueColumn | 0 | 0 |
| IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn | 0 | 0 |
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| IRS990/NumberOf8282Filed | 0 | 0 |
| IRS990/NumberOfContractorsGT100K | 0 | 0 |
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| IRS990/NumberW2GIncluded | 0 | 0 |
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| IRS990/OtherEmployeeBenefits/ProgramServices | 0 | 267923 |
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| IRS990/OtherExpensesCurrentYear | 0 | 579181 |
| IRS990/OtherExpenses/Description | 0 | Training |
| IRS990/OtherExpenses/Description | 1 | Telephone |
| IRS990/OtherExpenses/Description | 2 | Supplies |
| IRS990/OtherExpenses/Description | 3 | Repairs and maintenance |
| IRS990/OtherExpenses/Description | 4 | Food Supplies |
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| IRS990/OtherSalariesAndWages/Total | 0 | 2007980 |
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| IRS990/ProgramServiceRevenue/BusinessCode | 2 | 623990 |
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| IRS990/ProgramServiceRevenue/Description | 1 | Client Services |
| IRS990/ProgramServiceRevenue/Description | 2 | Client Fees |
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| IRS990ScheduleA/PublicSupportTotal170 | 0 | 15638574 |
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| IRS990/ScheduleBRequired | 0 | false |
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| IRS990ScheduleD/Equipment/BookValue | 0 | 35965 |
| IRS990ScheduleD/Equipment/Depreciation | 0 | 166384 |
| IRS990ScheduleD/Equipment/OtherCostOrOtherBasis | 0 | 202349 |
| IRS990ScheduleD/Land/BookValue | 0 | 352086 |
| IRS990ScheduleD/Land/OtherCostOrOtherBasis | 0 | 352086 |
| IRS990ScheduleD/LeaseholdImprovements/BookValue | 0 | 3202 |
| IRS990ScheduleD/LeaseholdImprovements/Depreciation | 0 | 15229 |
| IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis | 0 | 18431 |
| IRS990ScheduleD/OtherLandBuildings/BookValue | 0 | 14484 |
| IRS990ScheduleD/OtherLandBuildings/Depreciation | 0 | 69120 |
| IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis | 0 | 83604 |
| IRS990ScheduleD/OtherLiabilities/Amount | 0 | 6750 |
| IRS990ScheduleD/OtherLiabilities/Description | 0 | Vacancy reserve funds |
| IRS990ScheduleD/TotalOfAmounts | 0 | 6750 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 892070 |
| IRS990/ScheduleJRequired | 0 | false |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | Documents are made available upon request |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | The board conducts a biannual review of the Executive Director including a salary comparison to similar nonprofit organizations statewide. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | Informally review the policy as necessary |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | No review was or will be conducted. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | Form 990, Part VI, Line 19 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | Form 990, Part VI, Line 15b |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | Form 990, Part VI, Line 12c |
| IRS990ScheduleO/GeneralExplanation/Identifier | 3 | Form 990, Part VI, Line 11 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | Form 990, Part VI, Line 11: Form 990 Review Process |
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Displayed year
2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.