Totals
- Total revenue
- $130,777
- Total expenses
- $1,454,494
- Contributions and grants received
- not reported
- Grants paid
- $0
- Program service revenue
- $130,777
- Membership dues (line 3)
- not reported
- Investment income (line 4)
- not reported
- Gain or loss on sale of assets (line 5c)
- $0
- Gaming and fundraising events, net (line 6d)
- $0
- Gross profit on inventory sales (line 7c)
- $0
- Other revenue (line 8)
- $0
- Total assets, end of year
- $71,365
- Total liabilities, end of year
- $596,611
- Net assets or fund balances, end of year
- -$525,246
- Program service expenses (Part III)
- $905,867
Program services were 62.3% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.
Mission and programs · 2023
Primary exempt purpose
Seven Oaks Health is a non-profit organization managing a comprehensive network of care services to provide passionate care in a seamless and coordinated healthcare journey.
-
Transitions Supportive Care (TSC) is a palliative program that provides clinical and navigation support services to patients who are facing a serious illness. Clinicians serve as a liaison between the patient and their medical providers. Navigators identify community resources to help patients and their families in sustaining or increasing their quality of life. In fiscal year 2024, TSC enrolled 287 patients into the program and had 1,385 service visits.
Expenses $905,867
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part IV
-
Lisa Gardner APRN
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Bruce Gould CPA
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Judy Greenwald
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Scott Harrell
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Frank Mercer CPA
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Bennett Napier CAE
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Mark O'Bryant
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Jerry Osteryoung
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth Pratt Esq
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Jeannine Silberman MD
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
William Smith III
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Katie Webb Esq
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Stan Barnes
Foundation Chair
- Total calculated
- $0
- Hours/week
- 1
-
Gwynn Virostek
Foundation Appointee
- Total calculated
- $0
- Hours/week
- 1
-
Bill Wertman
CEO
- Total calculated
- $0
- Hours/week
- 5
-
Jon Wood
President/CSO
- Total calculated
- $0
- Hours/week
- 35
-
Deborah Morris
CMO
- Total calculated
- $0
- Hours/week
- 35
Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, 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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990_ez
- Tax year
- 2023
- Filed
- 30 June 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521819349200837
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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