Civic Intelligence

Oakview Inc

EIN 95-2078722 • 501(c)3 • Atascadero, CA

Profile

Oakview Village's mission is to offer a total ministry to the senior population on California's central coast by meeting their spiritual, physical, emotional, and social need. Our goal is to provide an attractive and comfortable living environment, promote spiritual growth, physical well-being, heartfelt satisfaction, social awareness, and a feeling of security. Our aim is to produce am atmosphere of caring and sharing in all activities conducive to self-worth supporting the highest quality of life.

8455 Santa Rosa RdAtascadero, CA 93422

www.oakview.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

98th percentile

2.30x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

6.19x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-301%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-19%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-59%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,256,907

Down $258,203 (-17%) from 2023

Liabilities

Up

$5,037,750

Up $1,549,611 (+44%) from 2023

Net Assets

Down

-$3,780,843

Down $1,807,814 (-92%) from 2023

Revenue

Down

$326,756

Down $236,860 (-42%) from 2023

Expenses

Down

$2,134,570

Down $124,003 (-5.5%) from 2023

Net Income

Down

-$1,807,814

Down $112,857 (-6.7%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0-$5.0MAssets 2011: $3,909,662Liabilities 2011: $4,383,287Net Assets 2011: -$473,6252011Assets 2012: $4,009,401Liabilities 2012: $4,803,676Net Assets 2012: -$794,2752012Assets 2013: $3,656,620Liabilities 2013: $5,119,566Net Assets 2013: -$1,462,9462013Assets 2014: $3,735,758Liabilities 2014: $5,224,768Net Assets 2014: -$1,489,0102014Assets 2015: $4,105,635Liabilities 2015: $5,163,745Net Assets 2015: -$1,058,1102015Assets 2016: $3,546,893Liabilities 2016: $5,085,578Net Assets 2016: -$1,538,6852016Assets 2017: $2,659,220Liabilities 2017: $5,622,627Net Assets 2017: -$2,963,4072017Assets 2018: $2,203,679Liabilities 2018: $5,721,416Net Assets 2018: -$3,517,7372018Assets 2019: $2,033,008Liabilities 2019: $5,929,190Net Assets 2019: -$3,896,1822019Assets 2020: $3,607,233Liabilities 2020: $2,156,944Net Assets 2020: $1,450,2892020Assets 2021: $3,062,839Liabilities 2021: $1,661,935Net Assets 2021: $1,400,9042021Assets 2022: $1,864,311Liabilities 2022: $2,142,383Net Assets 2022: -$278,0722022Assets 2023: $1,515,110Liabilities 2023: $3,488,139Net Assets 2023: -$1,973,0292023Assets 2024: $1,256,907Liabilities 2024: $5,037,750Net Assets 2024: -$3,780,8432024

Highlighted filing

2024

Assets$1,256,907
Liabilities$5,037,750
Net Assets-$3,780,843

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $6,401,8442011Revenue 2012: $5,999,434Expenses 2012: $6,320,084Net Income 2012: -$320,6502012Expenses 2013: $7,047,6992013Revenue 2014: $7,254,513Expenses 2014: $7,160,751Net Income 2014: $93,7622014Revenue 2015: $7,437,537Expenses 2015: $7,006,636Net Income 2015: $430,9012015Revenue 2016: $7,250,955Expenses 2016: $7,731,530Net Income 2016: -$480,5752016Revenue 2017: $6,019,116Expenses 2017: $7,443,838Net Income 2017: -$1,424,7222017Revenue 2018: $3,097,008Expenses 2018: $3,651,338Net Income 2018: -$554,3302018Revenue 2019: $2,840,927Expenses 2019: $3,219,372Net Income 2019: -$378,4452019Revenue 2020: $8,487,650Expenses 2020: $3,141,179Net Income 2020: $5,346,4712020Revenue 2021: $3,060,021Expenses 2021: $3,109,406Net Income 2021: -$49,3852021Revenue 2022: $1,366,807Expenses 2022: $3,045,783Net Income 2022: -$1,678,9762022Revenue 2023: $563,616Expenses 2023: $2,258,573Net Income 2023: -$1,694,9572023Revenue 2024: $326,756Expenses 2024: $2,134,570Net Income 2024: -$1,807,8142024

Highlighted filing

2024

Revenue$326,756
Expenses$2,134,570
Net Income-$1,807,814

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.26$5.04$3.78$0.33$2.13$1.81
2023Detailed filing. Detailed filing data is available for this year.$1.52$3.49$1.97$0.56$2.26$1.69
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$2.14$0.28$1.37$3.05$1.68
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$1.66$1.40$3.06$3.11$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.61$2.16$1.45$8.49$3.14$5.35
2019Detailed filing. Detailed filing data is available for this year.$2.03$5.93$3.90$2.84$3.22$0.38
2018Detailed filing. Detailed filing data is available for this year.$2.20$5.72$3.52$3.10$3.65$0.55
2017Detailed filing. Detailed filing data is available for this year.$2.66$5.62$2.96$6.02$7.44$1.42
2016Detailed filing. Detailed filing data is available for this year.$3.55$5.09$1.54$7.25$7.73$0.48
2015Detailed filing. Detailed filing data is available for this year.$4.11$5.16$1.06$7.44$7.01$0.43
2014Summary only. Only limited summary data is available for this year.$3.74$5.22$1.49$7.25$7.16$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.66$5.12$1.46$7.05
2012Summary only. Only limited summary data is available for this year.$4.01$4.80$0.79$6.00$6.32$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.91$4.38$0.47$6.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Apr 21, 2025
Return Version
2023v6.0
Gross Receipts
$331,143
Mission and Program Overview

Mission

Our purpose at atascadero christian home is to offer a total ministry to the senior population on california's central coast by meeting their spiritual, physical, emotional, and social needs. Our goal is to provide an attractive and comfortable living environment, promote spiritual growth, physical well-being, heart-felt satisfaction, social awareness and a feeling of security. Our aim is to produce an atmosphere of caring and sharing in all activities conductive to self-worth supporting the highest quality of life.

Oakview Village's mission is to offer a total ministry to the senior population on California's central coast by meeting their spiritual, physical, emotional, and social needs. Our goal is to provide an attractive and comfortable living environment, promote spiritual growth, physical well-being, heartfelt satisfaction, social awareness, and a feeling of security. Our aim is to produce an atmosphere of caring and sharing in all activities conducive to self-worth supporting the highest quality of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$290,964$273,306▼ $17,658
Cash and Non-Interest-Bearing Accounts$133,419$60,318▼ $73,101
Prepaid Expenses and Deferred Charges$22,805$12,000▼ $10,805
Investments in Publicly Traded Securities$5,720$5,720→ $0
Accounts Receivable-$4,763-
Savings and Temporary Cash Investments$1,564$1,609▲ $45
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,515,110$1,256,907▼ $258,203
Other Assets Total$1,060,638$899,191▼ $161,447
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,350,838$3,865,851▲ $1,515,013
Other Liabilities$1,063,993$902,546▼ $161,447
Accounts Payable and Accrued Expenses$73,308$269,353▲ $196,045
Total Liabilities$3,488,139$5,037,750▲ $1,549,611
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,973,029$-3,780,843▼ $1,807,814
Total Net Assets Fund Balance$-1,973,029$-3,780,843▼ $1,807,814
Total Liabilities and Net Assets / Fund Balance$1,515,110$1,256,907▼ $258,203

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$182,426$13,498$195,924
Equipment$42,881$68,194$111,075
Other Land Buildings$47,999$19,828$67,827
Other Assets Org$899,191--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Gary TaylorExecutive DirectorFT$160,214$160,214
Christopher FunkeCEOFT$140,205$140,205

Board Members and Trustees

NameTitle
Ted MortPresident
Brian SchmidtTrustee
Kevin RelyeaTrustee
Scott BaileyTrustee
Julian StricklandSecretary
Tim MortTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24,649
Program Service Revenue
$284,027
Investment Income
$392
Other Revenue
$17,688
All Other Contributions
$24,649
Change in Net Assets
$-1,807,814
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,115,216
Salaries, Compensation, and Employee Benefits$1,019,354
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$595,331$72,194-$667,525
Occupancy$248,563$2,978-$251,541
Interest-$230,035-$230,035
Current Officers, Directors, Trustees, and Key Employees-$210,896-$210,896
Insurance-$173,320-$173,320
Other Employee Benefits$51,917$24,533-$76,450
Payroll Taxes$44,303$20,180-$64,483
Fees for Services Accounting-$55,598-$55,598
Depreciation Depletion$28,086--$28,086
All Other Expenses$11,231$15,832-$27,063
Fees for Services Other$845$18,972-$19,817
Other Expenses$15,161--$15,161
Travel-$13,924-$13,924
Information Technology-$11,494-$11,494
Office Expenses-$6,923-$6,923
Advertising$5,602--$5,602
Fees for Services Legal-$2,815-$2,815
Total Functional Expenses$1,274,876$859,694$0$2,134,570
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,075
Fundraising Direct Expenses$4,387
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Grand Opening$22,075$22,075$3,122$18,953
Total Events$22,075$22,075$4,387$17,688
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
Lease Liability$899,191
Resident Trust Liability$3,355
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

President Ted Mort and Treasurer Tim Mort have a family relationship and are father and son.

Form 990, Part VI, Section A, Line 6

The corporation includes two classes of membership, churches and indiviudals. Membership applications are approved and accepted by the board

Form 990, Part VI, Section A, Line 7A

Members vote in the slection of the board and other business coming before membership meetings. Membership may remove board members by a two third vote and also must approve any amendments to the bylaws

Form 990, Part VI, Section A, Line 7B

The officers of the corporation shall be members of the corporation and elected by the board of trustees from among the trustees.

Form 990, Part VI, Section A, Line 8B

There are no separate committees therefore no meetings to document.

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

CEO will review the 990 prior to filing and present to the board after filing.

Form 990, Part VI, Section B, Line 12C

Officers, directors, trustees, and/or key employees must sign a document certifying no conflict of interests exists.

Form 990, Part VI, Section B, Line 15A

Compensation process is performed by the board using a compensation study of comparable roles in the area and across the state

Form 990, Part VI, Section B, Line 15B

Compensation process is performed by the board using a compensation study of comparable roles in the area and across the state

Form 990, Part VI, Section C, Line 19

Governing documents, financial information and policies are available to the public upon request

Filing and Contact Details

Filer

Filer Name
Oakview Inc
EIN
95-2078722
Phone
8054660281
Address
8455 Santa Rosa Rd, Atascadero, CA 93422

Signing Officer

Name
Christopher Funke
Title
CEO
Phone
8054642246
Signed
2025-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Funke
Formed
1957
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
18
Volunteers
1

Preparer

Firm
Mosaic Bookkeeping LLC
Address
104 Bristol Dr, Dayton, OH 45458
Preparer
Rosemary Siens
Phone
2026564553
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IRS990/MissionDesc0Oakview Village's mission is to offer a total ministry to the senior population on California's central coast by meeting their spiritual, physical, emotional, and social needs. Our goal is to provide an attractive and comfortable living environment, promote spiritual growth, physical well-being, heartfelt satisfaction, social awareness, and a feeling of security. Our aim is to produce an atmosphere of caring and sharing in all activities conducive to self-worth supporting the highest quality of life.
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