Civic Intelligence

Atascadero Christian Home

990 • Fiscal year 2022 • EIN 95-2078722

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 23, 2023

Organization Profilewww.oakview.org

View Organization Page

8455 Santa Rosa RdAtascadero, CA 93422

(805) 466-0281

Siviq Scores

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

Liabilities / Assets

95th percentile

1.15x

Higher debt load relative to assets than 95% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

91st percentile

1.57x

Higher debt load relative to revenue than 91% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

3rd percentile

-123%

Higher net margin than 3% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

45th percentile

$39,167

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

3rd percentile

-39%

Faster asset growth than 3% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-55%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$1,864,311

Down $1,198,528 (-39%) from 2021

Net Assets

Down

-$278,072

Down $1,678,976 (-120%) from 2021

Liabilities

Up

$2,142,383

Up $480,448 (+29%) from 2021

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin3rd percentile

Revenue

Down

$1,366,807

Down $1,693,214 (-55%) from 2021

Expenses

Down

$3,045,783

Down $63,623 (-2.0%) from 2021

Net Income

Down

-$1,678,976

Down $1,629,591 (-3300%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$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

2022

Assets$1,864,311
Liabilities$2,142,383
Net Assets-$278,072
Open 2022 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$1,366,807
Expenses$3,045,783
Net Income-$1,678,976
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 23, 2023
Return Version
2021v4.1
Gross Receipts
$1,554,280
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.

To provide care and housing for the elderly within a Christian environment

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$248,243$414,548▲ $166,305
Cash and Non-Interest-Bearing Accounts$172,088$122,215▼ $49,873
Prepaid Expenses and Deferred Charges$13,680$101,226▲ $87,546
Accounts Receivable$7,637$0▼ $7,637
Investments in Publicly Traded Securities$5,720$5,720→ $0
Savings and Temporary Cash Investments$1,240,899$1,522▼ $1,239,377
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$3,062,840$1,864,311▼ $1,198,529
Other Assets Total$1,374,573$1,219,080▼ $155,493
Liabilities
Other Liabilities$1,396,465$1,222,435▼ $174,030
Mortgage Notes Payable Secured by Investment Property$27,147$771,689▲ $744,542
Accounts Payable and Accrued Expenses$238,324$148,259▼ $90,065
Total Liabilities$1,661,936$2,142,383▲ $480,447
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,400,904$-278,072▼ $1,678,976
Total Net Assets Fund Balance$1,400,904$-278,072▼ $1,678,976
Total Liabilities and Net Assets / Fund Balance$3,062,840$1,864,311▼ $1,198,529

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$322,586$643$323,229
Equipment$51,286$43,989$95,275
Other Land Buildings$40,676$5,446$46,122
Other Assets Org$1,219,080--
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gary TaylorExecutive DirectorFT$39,167$39,167
Tim MortControllerPT$19,329$19,329

Board Members and Trustees

NameTitle
Ted MortPresident
Roger HillbergVice President
Julian StricklandSecretary
Roger HillbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$225,819
Program Service Revenue
$1,313,722
Investment Income
$-172,734
Other Revenue
$0
All Other Contributions
$225,819
Change in Net Assets
$-1,678,976
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,924,331
Other Expenses$1,121,452
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,237,609$306,930-$1,544,539
All Other Expenses$139,057$104,009-$243,066
Occupancy$166,074$18,453-$184,527
Insurance$44,674$108,651-$153,325
Payroll Taxes$86,890$57,485-$144,375
Current Officers, Directors, Trustees, and Key Employees$97,254$24,314-$121,568
Other Employee Benefits$50,384$35,530-$85,914
Fees for Services Other$2,439$64,897-$67,336
Other Expenses$46,823$130,767-$46,823
Interest-$40,549-$40,549
Pension Plan Contributions$18,490$9,445-$27,935
Office Expenses$23,055$2,562-$25,617
Depreciation Depletion-$19,332-$19,332
Information Technology-$19,276-$19,276
Advertising-$10,636-$10,636
Travel$338$7,470-$7,808
Fees for Services Legal-$3,655-$3,655
Total Functional Expenses$2,081,822$963,961$0$3,045,783
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
Lease Liability$1,219,080
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
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

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

Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents

“The organization changed its name from Atascadero Christian Home to Oakview, Inc DBA Oakview Village”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The corporation includes two classes of membership, churches and indiviudals, and membership application are approved and accepted by the board”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“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, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“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, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“There are no separate committees therefore no meetings to document.”

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

“Chief executive director and COO will reivew the 990 prior to filing and present to the board after filing.”

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

“Enforcement and monitoring of the conflict of interest policy is done by the executive director through a review of all contracts and accounts payable. Any potential conflicts are to be addressed as they should arise.”

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

“Compensation process is performed by the board using a compensation study provided by the american association of homes and services for the aging.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Return available upon request or from Guidestar and IRS websites”

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

“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
Gary Taylor
Title
Executive Director
Signed
2023-08-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Taylor
Formed
1957
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
3
Employees
65

Preparer

Firm
Mosaic Bookkeeping LLC
Address
104 Bristol Dr, Dayton, OH 45458
Preparer
Rosemary Welton
Phone
2026564553
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services

“In 2021-22 began restructuring process, construction and rehabilitation of buildings and transitioning away from full nursing services to being an independent living community”

Raw XML AppendixShowing 400 of 489 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/ManagementAndGeneralAmt018453
IRS990/OccupancyGrp/ProgramServicesAmt0166074
IRS990/OccupancyGrp/TotalAmt0184527
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02562
IRS990/OfficeExpensesGrp/ProgramServicesAmt023055
IRS990/OfficeExpensesGrp/TotalAmt025617
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/BOYAmt01374573
IRS990/OtherAssetsTotalGrp/EOYAmt01219080
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt035530
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt050384
IRS990/OtherEmployeeBenefitsGrp/TotalAmt085914
IRS990/OtherExpensesGrp/Desc0Utilities
IRS990/OtherExpensesGrp/Desc1Resident Food
IRS990/OtherExpensesGrp/Desc2Repairs & Maintenance
IRS990/OtherExpensesGrp/Desc3Plant Services
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0130767
IRS990/OtherExpensesGrp/ProgramServicesAmt0110596
IRS990/OtherExpensesGrp/ProgramServicesAmt158139
IRS990/OtherExpensesGrp/ProgramServicesAmt246823
IRS990/OtherExpensesGrp/TotalAmt0130767
IRS990/OtherExpensesGrp/TotalAmt1110596
IRS990/OtherExpensesGrp/TotalAmt258139
IRS990/OtherExpensesGrp/TotalAmt346823
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt01396465
IRS990/OtherLiabilitiesGrp/EOYAmt01222435
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0306930
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01237609
IRS990/OtherSalariesAndWagesGrp/TotalAmt01544539
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt057485
IRS990/PayrollTaxesGrp/ProgramServicesAmt086890
IRS990/PayrollTaxesGrp/TotalAmt0144375
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09445
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt018490
IRS990/PensionPlanContributionsGrp/TotalAmt027935
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013680
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0101226
IRS990/PrincipalOfficerNm0Gary Taylor
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Senior Housing
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01313722
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01313722
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0568023
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt042243
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01024328
IRS990/PYProgramServiceRevenueAmt02488755
IRS990/PYRevenuesLessExpensesAmt0-10385
IRS990/PYSalariesCompEmpBnftPaidAmt02085078
IRS990/PYTotalExpensesAmt03109406
IRS990/PYTotalRevenueAmt03099021
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1678976
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01240219
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01240899
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01522
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt035836
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020098
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt031321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0140454
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014739
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt043243
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt038143
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0622
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0314
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt097061
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01313722
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02448755
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02857508
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02821801
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03065373
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012507159
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014739
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt043243
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt038143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0622
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0314
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt097061
IRS990ScheduleA/InvestmentIncomeCYPct00.00760
IRS990ScheduleA/InvestmentIncomePYPct00.37290
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01194
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt089
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01283
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99230
IRS990ScheduleA/PublicSupportPY509Pct00.61820
IRS990ScheduleA/PublicSupportTotal509Amt012647613
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02484591
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02886560
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02841899
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03096694
IRS990ScheduleA/Total509Grp/TotalAmt012647613
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01352608
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02527834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02924703
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02843715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03097097
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012745957
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt051286
IRS990ScheduleD/EquipmentGrp/DepreciationAmt043989
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt095275
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0322586
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0643
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0323229
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01219080
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Other Assets- Right of Use Lease
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt040676
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05446
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt046122
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01219080
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13355
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Lease Liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Resident Trust Liability
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0414548
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01219080
IRS990ScheduleD/TotalLiabilityAmt01222435
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0In 2021-22 began restructuring process, construction and rehabilitation of buildings and transitioning away from full nursing services to being an independent living community
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1President Ted Mort and Treasurer Tim Mort have a family relationship and are father and son.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization changed its name from Atascadero Christian Home to Oakview, Inc DBA Oakview Village
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The corporation includes two classes of membership, churches and indiviudals, and membership application are approved and accepted by the board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Members 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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The officers of the corporation shall be members of the corporation and elected by the board of trustees from among the trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6There are no separate committees therefore no meetings to document.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Chief executive director and COO will reivew the 990 prior to filing and present to the board after filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Enforcement and monitoring of the conflict of interest policy is done by the executive director through a review of all contracts and accounts payable. Any potential conflicts are to be addressed as they should arise.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Compensation process is performed by the board using a compensation study provided by the american association of homes and services for the aging.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Return available upon request or from Guidestar and IRS websites
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Governing documents, financial information and policies are available to the public upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

Document Assets

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Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,864,311
Liabilities
$2,142,383
Net assets
-$278,072
Revenue
$1,366,807
Expenses
$3,045,783
Net income
-$1,678,976
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