Totals
- Total revenue
- $3,386,118
- Total expenses
- $3,128,991
- Contributions and grants received
- $1,850,289
- Grants paid
- $0
- Program service revenue
- $1,488,628
- Investment income
- $2,742
- Other revenue
- $44,459
- Total assets, end of year
- $3,644,968
- Total liabilities, end of year
- $2,968,426
- Net assets or fund balances, end of year
- $676,542
- Program services expenses (Part IX)
- $1,775,178
- Management and general expenses
- $1,112,725
- Fundraising expenses
- $241,088
- Program service expenses (Part III)
- $1,775,178
Program services were 56.7% 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.
-
1c · Fundraising events
$25,500
-
1e · Government grants (contributions)
$463,361
-
1f · All other contributions, gifts and grants
$1,361,428
-
2a · Program service revenue: PRIVATE CLIENT FEES
total $568,986 · related or exempt $568,986
-
2b · Program service revenue: 3RD PARTY CLIENT PYMTS
total $852,103 · related or exempt $852,103
-
2c · Program service revenue: OTHER CLIENT FEES
total $67,539 · related or exempt $67,539
-
3 · Investment income
total $2,742 · excluded $2,742
-
8a · Fundraising events: gross income
$83,405
-
8a · Fundraising events: contributions included on line 1c
$25,500
-
8b · Fundraising events: direct expenses
$55,379
-
8c · Net income from fundraising events
total $28,026 · excluded $28,026
-
11a · Other revenue: MISCELLANOUS
total $16,433 · related or exempt $16,433
-
11e · Other revenue, total
$16,433
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $580,042 · program services $26,372 · management and general $553,670
-
7 · Other salaries and wages
total $1,345,815 · program services $942,257 · management and general $310,625 · fundraising $92,933
-
8 · Pension plan contributions
total $9,015 · program services $6,541 · management and general $1,783 · fundraising $691
-
9 · Other employee benefits
total $84,944 · program services $75,133 · management and general $2,444 · fundraising $7,367
-
10 · Payroll taxes
total $143,082 · program services $74,403 · management and general $61,524 · fundraising $7,155
-
11b · Fees: legal
total $19,554 · program services $15,643 · management and general $2,933 · fundraising $978
-
11g · Fees: other
total $129,059 · program services $32,000 · management and general $450 · fundraising $96,609
-
12 · Advertising and promotion
total $16,148 · program services $9,767 · fundraising $6,381
-
13 · Office expenses
total $14,736 · program services $11,557 · management and general $2,456 · fundraising $723
-
16 · Occupancy
total $163,223 · program services $132,229 · management and general $23,245 · fundraising $7,749
-
20 · Interest
total $143,646 · program services $102,160 · management and general $35,100 · fundraising $6,386
-
22 · Depreciation, depletion and amortization
total $71,281 · program services $57,025 · management and general $10,692 · fundraising $3,564
-
23 · Insurance
total $52,900 · program services $42,310 · management and general $7,948 · fundraising $2,642
-
24a · Other expenses: SUBSCRIPTIONS
total $67,612 · program services $35,158 · management and general $26,369 · fundraising $6,085
-
24b · Other expenses: FOOD SERVICE
total $91,785 · program services $91,785
-
24e · All other expenses
total $196,149 · program services $120,838 · management and general $73,486 · fundraising $1,825
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $427,155 · end of year $62,944
-
2 · Savings and temporary cash investments
end of year $65
-
4 · Accounts receivable
beginning of year $105,683 · end of year $159,271
-
9 · Prepaid expenses and deferred charges
beginning of year $27,752 · end of year $60,064
-
10a · Land, buildings and equipment: cost or other basis
$3,599,587
-
10b · Land, buildings and equipment: accumulated depreciation
$259,960
-
10c · Land, buildings and equipment, net
beginning of year $1,453,606 · end of year $3,339,627
-
15 · Other assets
end of year $22,997
-
17 · Accounts payable and accrued expenses
beginning of year $188,545 · end of year $169,849
-
24 · Unsecured notes and loans payable
beginning of year $1,399,477 · end of year $2,775,580
-
25 · Other liabilities
end of year $22,997
-
27 · Net assets without donor restrictions
beginning of year -$241,087 · end of year $676,542
-
28 · Net assets with donor restrictions
beginning of year $667,261
Mission and programs · 2024
Mission
OAKWOOD CREATIVE CARES MISSION IS TO ENHANCE THE QUALITY OF LIFE AND SPARK JOY FOR OLDER ADULTS WITH COGNITIVE AND PHYSICAL IMPAIRMENTS.
-
PROVIDING ADULT DAY CARE FOR 1,500 PARTICIPANTS AND SUPPORTIVE/RESPITE SERVICES FOR THEIR FAMILY CAREGIVERS. RECEIVED THE USE OF FACILITIES (VALUE OF $107,840) FROM FUNDING SOURCES IN SUPPORT OF THIS PROGRAM. OAKWOOD CREATIVE CARE IS THE INDUSRY LEADER IN PROVIDING DIVERSE AND INNOVATIVE CARE FOR THE AGING POPULATION IN DIGNIFYING, ENGAGING, AND PERSON-CENTRIC SERVICES THAT ENHANCE THE LIVES OF ALL OUR PARTICIPATING CLUB MEMBERS AND THEIR FAMILIES.
Expenses $1,775,178 · Revenue $1,488,628
As filed on the 2024 return.
Listed in Part VII
-
JAN TANKERSLEY
FINANCE MANAGER
- Total calculated
- $291,402
- From this org
- $291,402
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $80,000
- Bonus
- not reported
- Other
- $211,402
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $291,402
-
SHERRI FRIEND
PRESIDENT AND CEO
- Total calculated
- $154,033
- From this org
- $133,056
- From related orgs
- $0
- Other
- $20,977
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,316
- Bonus
- $2,740
- Other
- not reported
- Deferred
- $3,977
- Nontaxable benefits
- $17,000
- Filer's total
- $154,033
-
MONICA LUKASIEWICZ
OCCUPATIONAL THERAPIST
- Total calculated
- $129,717
- From this org
- $120,651
- From related orgs
- $0
- Other
- $9,066
- Hours/week
- 40
-
TARA KRANTZMAN
COO
- Total calculated
- $105,889
- From this org
- $79,624
- From related orgs
- $0
- Other
- $26,265
- Hours/week
- 40
-
PHAEDRA EARHART
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
SHANNON HEINZE
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
DR AMANDA JONES
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
FOREST SMITH
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
TIM WATT
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
KRISINA WATTS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
PEGGY MCMAHON
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
GEORGE JACOBSON
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
DAVID HRIZAK
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
SCOTT RONEY
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
TOM BETLACH
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
IAN ANDERSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 21 May 2026
- IRS schema version
- 2024v5.2
- Source object
- 202621469349301407
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