Totals
- Total revenue
- $3,817,306
- Total expenses
- $3,153,655
- Contributions and grants received
- $3,125,113
- Grants paid
- $0
- Program service revenue
- $410,959
- Investment income
- $0
- Other revenue
- $281,234
- Total assets, end of year
- $2,014,196
- Total liabilities, end of year
- $1,588,022
- Net assets or fund balances, end of year
- $426,174
- Program services expenses (Part IX)
- $2,750,577
- Management and general expenses
- $355,904
- Fundraising expenses
- $47,171
- Program service expenses (Part III)
- $2,797,748
Program services were 87.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$1,377
-
1e · Government grants (contributions)
$518,554
-
1f · All other contributions, gifts and grants
$2,605,182
-
2a · Program service revenue: CLIENT FEES
total $415,624
-
8a · Fundraising events: gross income
$361,057
-
8b · Fundraising events: direct expenses
$79,823
-
8c · Net income from fundraising events
total $281,234
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $174,037 · program services $87,019 · management and general $87,018
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,417,223 · program services $1,261,328 · management and general $155,895
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $158,090 · program services $147,023 · management and general $11,067
-
10 · Payroll taxes
total $152,973 · program services $123,908 · management and general $29,065
-
11a · Fees: management
total $71,447 · program services $71,447
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $208,697 · program services $196,175 · management and general $12,521
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $7,146 · program services $7,146
-
13 · Office expenses
total $91,410 · program services $90,495 · management and general $915
-
14 · Information technology
total $115,969 · program services $57,984 · management and general $57,984
-
15 · Royalties
total $0
-
16 · Occupancy
total $113,453 · program services $113,453
-
17 · Travel
total $10,285 · program services $8,845 · management and general $1,439
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $85,390 · program services $85,390
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $50,333 · program services $50,333
-
23 · Insurance
total $58,746 · program services $58,746
-
24a · Other expenses: FOOD SERVICE
total $132,229 · program services $132,229
-
24b · Other expenses: FUNDRAISING
total $47,171 · fundraising $47,171
-
24c · Other expenses: SUBSCRIPTIONS
total $54,493 · program services $54,493
-
24d · Other expenses: PROFESSIONAL DEVELOPMENT
total $73,066 · program services $73,066
-
24e · All other expenses
total $131,497 · program services $131,497
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $30,587 · end of year $427,155
-
4 · Accounts receivable
beginning of year $125,469 · end of year $105,683
-
9 · Prepaid expenses and deferred charges
beginning of year $37,601 · end of year $27,752
-
10a · Land, buildings and equipment: cost or other basis
$1,453,606
-
10c · Land, buildings and equipment, net
beginning of year $1,285,527 · end of year $1,453,606
-
12 · Investments: other securities
beginning of year $65
-
15 · Other assets
beginning of year $50
-
17 · Accounts payable and accrued expenses
beginning of year $276,968 · end of year $188,545
-
24 · Unsecured notes and loans payable
beginning of year $1,202,331 · end of year $1,399,477
-
27 · Net assets without donor restrictions
beginning of year -$154,741 · end of year -$161,465
-
28 · Net assets with donor restrictions
beginning of year -$50,000 · end of year -$50,000
-
30 · Paid-in or capital surplus, or land, building or equipment fund
end of year $663,651
-
31 · Retained earnings, endowment or other funds
end of year -$237,477
Mission and programs · 2023
Mission
OAKWOOD CREATIVE CARES MISSION IS TO ENHANCE THE QUALITY OF LIFE AND SPARK JOY FOR OLDER ADULTS WITH COGNITIVE AND PHYSICAL IMPAIRMENTS AND THEIR FAMILY CARE PARTNERS.
Activities or mission (Part I)
OAKWOOD CREATIVE CARE IS THE INDUSTRY LEADER IN PROVIDING DIVERSE AND INNOVATIVE CARE FOR OUR MEMBERS.
-
PROVIDING ADULT DAY CARE FOR 211 PARTICIPANTS AND SUPPORTIVE/RESPITE SERVICES FOR THEIR FAMILY CAREGIVERS. RECEIVED THE USE OF FACILITIES VALUE OF 36,000 FROM FUNDING SOURCES IN SUPPORT OF THIS PROGRAM. OAKWOOD CREATIVE CARE IS THE INDUSTRY LEADER IN PROVIDING DIVERSE AND INNOVATIVE CARE FOR THE AGING POPULATION IN DIGNIFYING, ENGAGING, AND PERSON-CENTRIC SERVICES THAT ENHANCE THE LIFES OF ALL OUR PARTICIPATING CLUB MEMBERS AND THEIR FAMILIES.
Expenses $2,797,748
As filed on the 2023 return.
Listed in Part VII
-
Sherri FriendSHERRI FRIEND
PRESIDENT CEO
- Total calculated
- $146,552
- From this org
- $120,629
- From related orgs
- $0
- Other
- $25,923
- Hours/week
- 40 + 1 related
-
Tara KrantzmanTARA KRANTZMAN
COO
- Total calculated
- $102,237
- From this org
- $77,411
- From related orgs
- $0
- Other
- $24,826
- Hours/week
- 40 + 1 related
-
Shannon HeinzeSHANNON HEINZE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Dave HrizakDAVE HRIZAK
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Scott RoneySCOTT RONEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ian AndersonIAN ANDERSON
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Tonia HiltTONIA HILT
MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Forrest SmithFORREST SMITH
MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Dr Amanda JonesDR AMANDA JONES
MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lieutenant Carlos SantanaLIEUTENANT CARLOS SANTANA
MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Harry MitchellHARRY MITCHELL
MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Tim WattTIM WATT
MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
George BlissGEORGE BLISS
EMERITUS
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Thomas BetlachTHOMAS BETLACH
MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Phaedra EarhartPHAEDRA EARHART
MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521359349317597
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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