Civic Intelligence

Atascadero Christian Home

990 • Fiscal year 2023 • EIN 95-2078722

Oct 01, 2022 to Sep 30, 2023 • Filed on Apr 12, 2024

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

99th percentile

2.30x

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

2023 filings • 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.

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

Net Margin

1st percentile

-301%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

75th percentile

$118,583

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 21.0% of source-year revenue.

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

Asset Growth

8th percentile

-19%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

5th percentile

-59%

Faster revenue growth than 5% of similar nonprofits.

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

Assets

Down

$1,515,110

Down $349,201 (-19%) from 2022

Net Assets

Down

-$1,973,029

Down $1,694,957 (-610%) from 2022

Liabilities

Up

$3,488,139

Up $1,345,756 (+63%) from 2022

Revenue

Down

$563,616

Down $803,191 (-59%) from 2022

Expenses

Down

$2,258,573

Down $787,210 (-26%) from 2022

Net Income

Down

-$1,694,957

Down $15,981 (-1.0%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$1,515,110
Liabilities$3,488,139
Net Assets-$1,973,029

Operations Trend

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

2023

Revenue$563,616
Expenses$2,258,573
Net Income-$1,694,957
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Apr 12, 2024
Return Version
2022v5.0
Gross Receipts
$563,616
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$414,548$290,964▼ $123,584
Cash and Non-Interest-Bearing Accounts$122,215$133,419▲ $11,204
Prepaid Expenses and Deferred Charges$101,226$22,805▼ $78,421
Investments in Publicly Traded Securities$5,720$5,720→ $0
Savings and Temporary Cash Investments$1,522$1,564▲ $42
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,864,311$1,515,110▼ $349,201
Other Assets Total$1,219,080$1,060,638▼ $158,442
Liabilities
Mortgage Notes Payable Secured by Investment Property$771,689$2,350,838▲ $1,579,149
Other Liabilities$1,222,435$1,063,993▼ $158,442
Accounts Payable and Accrued Expenses$148,259$73,308▼ $74,951
Total Liabilities$2,142,383$3,488,139▲ $1,345,756
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-278,072$-1,973,029▼ $1,694,957
Total Net Assets Fund Balance$-278,072$-1,973,029▼ $1,694,957
Total Liabilities and Net Assets / Fund Balance$1,864,311$1,515,110▼ $349,201

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$196,165$7,638$203,803
Equipment$56,308$54,767$111,075
Other Land Buildings$38,491$11,029$49,520
Other Assets Org$1,060,638--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary TaylorExecutive DirectorFT$108,915$9,668$118,583
Tim MortTrusteePT$29,458-$29,458

Board Members and Trustees

NameTitle
Ted MortPresident
Roger HillbergVice President
Kevin RelyeaTrustee
Scott BaileyTrustee
Julian StricklandSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$273,231
Program Service Revenue
$283,356
Investment Income
$7,029
Other Revenue
$0
All Other Contributions
$273,231
Change in Net Assets
$-1,694,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,131,597
Salaries, Compensation, and Employee Benefits$1,126,976
Total Fundraising Expense$7,344
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$480,341$287,423-$767,764
Insurance-$206,669-$206,669
Occupancy$188,218--$188,218
Current Officers, Directors, Trustees, and Key Employees-$171,682-$171,682
Interest-$106,708-$106,708
All Other Expenses$27,018$75,478$4,116$106,612
Payroll Taxes$33,730$70,053-$103,783
Other Employee Benefits$46,812$36,935-$83,747
Fees for Services Legal-$63,810-$63,810
Fees for Services Other$8,809$36,681-$45,490
Fees for Services Accounting-$31,392-$31,392
Travel-$22,154$3,228$25,382
Depreciation Depletion$23,357--$23,357
Other Expenses$26$21,478-$21,504
Office Expenses-$16,377-$16,377
Information Technology-$11,719-$11,719
Advertising$10,731--$10,731
Conferences and Meetings-$250-$250
Total Functional Expenses$1,092,420$1,158,809$7,344$2,258,573
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$1,060,638
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, 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 4

The organization changed its name from Atascadero Christian Home to Oakview, Inc

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

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

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

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, Section B, Line 15A

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, Section B, Line 15B

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, Section C, Line 18

Return available upon request or from Guidestar, Propublica and other websites

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
Gary Taylor
Title
Executive Director
Signed
2024-04-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Taylor
Formed
1957
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
65

Preparer

Firm
Mosaic Bookkeeping LLC
Address
104 Bristol Dr, Dayton, OH 45458
Preparer
Rosemary Siens
Phone
2026564553
Raw XML AppendixShowing 400 of 487 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0148259
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt073308
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide care and housing for the elderly within a Christian environment
IRS990/AdvertisingGrp/ProgramServicesAmt010731
IRS990/AdvertisingGrp/TotalAmt010731
IRS990/AllOtherContributionsAmt0273231
IRS990/AllOtherExpensesGrp/FundraisingAmt04116
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt075478
IRS990/AllOtherExpensesGrp/ProgramServicesAmt027018
IRS990/AllOtherExpensesGrp/TotalAmt0106612
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Mosaic Bookkeeping LLC
IRS990/BooksInCareOfDetail/PhoneNum02026564553
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0104 Bristol Dr
IRS990/BooksInCareOfDetail/USAddress/CityNm0Dayton
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045458
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0122215
IRS990/CashNonInterestBearingGrp/EOYAmt0133419
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0171682
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0171682
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0250
IRS990/ConferencesMeetingsGrp/TotalAmt0250
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0273231
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07029
IRS990/CYOtherExpensesAmt01131597
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0283356
IRS990/CYRevenuesLessExpensesAmt0-1694957
IRS990/CYSalariesCompEmpBnftPaidAmt01126976
IRS990/CYTotalExpensesAmt02258573
IRS990/CYTotalFundraisingExpenseAmt07344
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0563616
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt023357
IRS990/DepreciationDepletionGrp/TotalAmt023357
IRS990/Desc0Provided independent living for the elderly within a Christian environment. Undergoing capital project to improve units and build additional housing.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt065
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01092420
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt031392
IRS990/FeesForServicesAccountingGrp/TotalAmt031392
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt063810
IRS990/FeesForServicesLegalGrp/TotalAmt063810
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt036681
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt08809
IRS990/FeesForServicesOtherGrp/TotalAmt045490
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt09668
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Gary Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm1Tim Mort
IRS990/Form990PartVIISectionAGrp/PersonNm2Ted Mort
IRS990/Form990PartVIISectionAGrp/PersonNm3Roger Hillberg
IRS990/Form990PartVIISectionAGrp/PersonNm4Julian Strickland
IRS990/Form990PartVIISectionAGrp/PersonNm5Kevin Relyea
IRS990/Form990PartVIISectionAGrp/PersonNm6Scott Bailey
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0108915
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt129458
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0563616
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011719
IRS990/InformationTechnologyGrp/TotalAmt011719
IRS990/InsuranceGrp/ManagementAndGeneralAmt0206669
IRS990/InsuranceGrp/TotalAmt0206669
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt0106708
IRS990/InterestGrp/TotalAmt0106708
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt07029
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07029
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05720
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05720
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt073434
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0414548
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0290964
IRS990/LandBldgEquipCostOrOtherBssAmt0364398
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
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 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0771689
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02350838
IRS990/NetAssetsOrFundBalancesBOYAmt0-278072
IRS990/NetAssetsOrFundBalancesEOYAmt0-1973029
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-278072
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-1973029
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0188218
IRS990/OccupancyGrp/TotalAmt0188218
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016377
IRS990/OfficeExpensesGrp/TotalAmt016377
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01219080
IRS990/OtherAssetsTotalGrp/EOYAmt01060638
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt036935
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt046812
IRS990/OtherEmployeeBenefitsGrp/TotalAmt083747
IRS990/OtherExpensesGrp/Desc0Repairs & Maintenance
IRS990/OtherExpensesGrp/Desc1Utilities
IRS990/OtherExpensesGrp/Desc2Transition Costs
IRS990/OtherExpensesGrp/Desc3Other Misc
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021478
IRS990/OtherExpensesGrp/ProgramServicesAmt0127442
IRS990/OtherExpensesGrp/ProgramServicesAmt1110044
IRS990/OtherExpensesGrp/ProgramServicesAmt235892
IRS990/OtherExpensesGrp/ProgramServicesAmt326
IRS990/OtherExpensesGrp/TotalAmt0127442
IRS990/OtherExpensesGrp/TotalAmt1110044
IRS990/OtherExpensesGrp/TotalAmt235892
IRS990/OtherExpensesGrp/TotalAmt321504
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt01222435
IRS990/OtherLiabilitiesGrp/EOYAmt01063993
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0287423
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0480341
IRS990/OtherSalariesAndWagesGrp/TotalAmt0767764
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt070053
IRS990/PayrollTaxesGrp/ProgramServicesAmt033730
IRS990/PayrollTaxesGrp/TotalAmt0103783
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0101226
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022805
IRS990/PrincipalOfficerNm0Gary Taylor
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Senior Housing
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0283356
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0283356
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0225819
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-172734
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01121452
IRS990/PYProgramServiceRevenueAmt01313722
IRS990/PYRevenuesLessExpensesAmt0-1678976
IRS990/PYSalariesCompEmpBnftPaidAmt01924331
IRS990/PYTotalExpensesAmt03045783
IRS990/PYTotalRevenueAmt01366807
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1694957
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0283356
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01522
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01564
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0273231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035836
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020098
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0382364
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014739
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt043243
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt038143
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0622
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0103776
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0283356
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01313722
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02448755
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02857508
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02821801
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09725142
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt014739
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt043243
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt038143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0622
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0103776
IRS990ScheduleA/InvestmentIncomeCYPct00.01020
IRS990ScheduleA/InvestmentIncomePYPct00.00760
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01194
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01194
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98970
IRS990ScheduleA/PublicSupportPY509Pct00.99230
IRS990ScheduleA/PublicSupportTotal509Amt010107506
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0556587
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01337869
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02484591
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02886560
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02841899
IRS990ScheduleA/Total509Grp/TotalAmt010107506
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0563616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01352608
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02527834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02924703
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02843715
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010212476
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/BookValueAmt056308
IRS990ScheduleD/EquipmentGrp/DepreciationAmt054767
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0111075
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0196165
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt07638
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0203803
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01060638
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Other Assets- Right of Use Lease
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt038491
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt011029
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt049520
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01060638
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13355
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Lease Liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Resident Trust Liability
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0290964
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01060638
IRS990ScheduleD/TotalLiabilityAmt01063993
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0President Ted Mort and Treasurer Tim Mort have a family relationship and are father and son.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization changed its name from Atascadero Christian Home to Oakview, Inc
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The corporation includes two classes of membership, churches and indiviudals. Membership applications are approved and accepted by the board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Members 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/ExplanationTxt4The officers of the corporation shall be members of the corporation and elected by the board of trustees from among the trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5There are no separate committees therefore no meetings to document.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Chief executive director and COO will reivew the 990 prior to filing and present to the board after filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Enforcement 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/ExplanationTxt8Compensation process is performed by the board using a compensation study provided by the american association of homes and services for the aging.
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, Propublica and other websites
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Governing documents, financial information and policies are available to the public upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part VI, Section B, Line 15a

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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