Totals
- Total revenue
- $5,029,287
- Total expenses
- $5,615,915
- Contributions and grants received
- $3,266,325
- Grants paid
- $0
- Program service revenue
- $1,426,940
- Investment income
- $52,532
- Other revenue
- $283,490
- Total assets, end of year
- $2,050,274
- Total liabilities, end of year
- $636,340
- Net assets or fund balances, end of year
- $1,413,934
- Program services expenses (Part IX)
- $4,453,887
- Management and general expenses
- $1,162,028
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,453,887
Program services were 79.3% 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.
-
1b · Membership dues
$3,266,325
-
2a · Program service revenue: Contracted Service Fees
total $1,410,000 · related or exempt $1,410,000
-
2b · Program service revenue: Late Fees
total $14,664 · related or exempt $14,664
-
2c · Program service revenue: Magazine Revenue
total $2,276 · related or exempt $2,276
-
2d · Program service revenue: Recovery Bad Debts
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $51,753 · excluded $51,753
-
5 · Royalties
total $257,818 · excluded $257,818
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $1,226
-
7b · Less cost or other basis and sales expenses
securities $447
-
7c · Gain or loss
securities $779 · other assets $0
-
7d · Net gain or loss
total $779 · excluded $779
-
10a · Gross sales of inventory
$26,094
-
10b · Cost of goods sold
$3,880
-
10c · Net income from sales of inventory
total $22,214 · related or exempt $22,214
-
11a · Other revenue: MISCELLANEOUS
total $3,458 · related or exempt $3,458
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$3,458
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $741,657 · program services $341,271 · management and general $400,386
-
7 · Other salaries and wages
total $2,184,014 · program services $2,184,014
-
8 · Pension plan contributions
total $10,958 · program services $10,958
-
9 · Other employee benefits
total $149,304 · program services $149,304
-
10 · Payroll taxes
total $200,556 · program services $200,556
-
11g · Fees: other
total $45,269 · program services $0 · management and general $45,269 · fundraising $0
-
12 · Advertising and promotion
total $156,029 · management and general $156,029
-
13 · Office expenses
total $652,973 · program services $251,651 · management and general $401,322
-
14 · Information technology
total $15,971 · management and general $15,971
-
16 · Occupancy
total $170,634 · program services $94,131 · management and general $76,503
-
17 · Travel
total $15,602 · program services $15,602
-
19 · Conferences, conventions and meetings
total $586,275 · program services $575,864 · management and general $10,411
-
21 · Payments to affiliates
total $190,778 · program services $155,378 · management and general $35,400
-
22 · Depreciation, depletion and amortization
total $17,534 · management and general $17,534
-
23 · Insurance
total $3,203 · management and general $3,203
-
24a · Other expenses: Recruitment and Development
total $229,309 · program services $229,309
-
24b · Other expenses: Shield and Diamond
total $104,722 · program services $104,722
-
24c · Other expenses: bad debt expense
total $73,553 · program services $73,553
-
24d · Other expenses: Health & Safety: Curriculum Development
total $33,212 · program services $33,212
-
24e · All other expenses
total $34,362 · program services $34,362 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,273,883 · end of year $842,147
-
4 · Accounts receivable
beginning of year $295,782 · end of year $7,217
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
8 · Inventories for sale or use
beginning of year $100,371 · end of year $312,320
-
9 · Prepaid expenses and deferred charges
beginning of year $500 · end of year $500
-
10a · Land, buildings and equipment: cost or other basis
$93,969
-
10b · Land, buildings and equipment: accumulated depreciation
$71,772
-
10c · Land, buildings and equipment, net
beginning of year $18,968 · end of year $22,197
-
11 · Investments: publicly traded securities
beginning of year $121,390 · end of year $134,252
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $703,350 · end of year $731,641
-
17 · Accounts payable and accrued expenses
beginning of year $263,313 · end of year $387,155
-
22 · Loans and payables to officers and key people
end of year $0
-
25 · Other liabilities
beginning of year $231,485 · end of year $249,185
-
27 · Net assets without donor restrictions
beginning of year $2,019,446 · end of year $1,413,934
Mission and programs · 2023
Mission
OAK SERVICE CORPORATION PERFORMS CONTRACTED EDUCATIONAL, ADVISORY, AND ADMINISTRATIVE SERVICES AND FUNCTIONS FOR VARIOUS NONPROFIT ORGANIZATIONS. OAK SERVICE CORPORATION IS CONTRACTED BY VARIOUS NON-PROFIT ORGANIZATIONS TO ASSIST IN CARRYING OUT THEIR MISSIONS.
Activities or mission (Part I)
OAK SERVICE CORPORATION PERFORMS ADMINISTRATIVE DUTIES FOR NONPROFIT ORGANIZATIONS BY AGREEMENT.
-
PROVIDE ADMINISTRATIVE SERVICES TO NON-PROFIT ORGANIZATIONS VIA WRITTEN AGREEMENT.
Expenses $4,453,887 · Revenue $1,452,612
As filed on the 2023 return.
Listed in Part VII
-
Michael W RileyMICHAEL W RILEY
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Christopher E PetersonCHRISTOPHER E PETERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steven S HeckSTEVEN S HECK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Justin A BuckJUSTIN A BUCK
CEO/SECRETARY/TREASURER
- Total calculated
- $289,479
- From this org
- $265,711
- From related orgs
- $0
- Other
- $23,768
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $210,000
- Bonus
- $55,531
- Other
- $180
- Deferred
- $0
- Nontaxable benefits
- $23,768
- Filer's total
- $289,479
-
Lance A HornerLANCE A HORNER
CHIEF OPERATING OFFICER
- Total calculated
- $171,250
- From this org
- $159,983
- From related orgs
- $0
- Other
- $11,267
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,500
- Bonus
- $23,375
- Other
- $108
- Deferred
- $0
- Nontaxable benefits
- $11,267
- Filer's total
- $171,250
-
Robert R Parsons JrROBERT R PARSONS JR
CHIEF FINANCIAL OFFICER
- Total calculated
- $280,928
- From this org
- $257,020
- From related orgs
- $0
- Other
- $23,908
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $213,500
- Bonus
- $43,400
- Other
- $120
- Deferred
- $0
- Nontaxable benefits
- $23,908
- Filer's total
- $280,928
-
Kimberly NovakKIMBERLY NOVAK
HEALTH & SAFETY OFFICER
- Total calculated
- $123,566
- From this org
- $114,792
- From related orgs
- $0
- Other
- $8,774
- Hours/week
- 40
-
Russell KeeneRUSSELL KEENE
CHIEF ALUMNI & MARKETING OFFICER
- Total calculated
- $191,414
- From this org
- $181,209
- From related orgs
- $0
- Other
- $10,205
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $162,917
- Bonus
- $17,500
- Other
- $792
- Deferred
- $0
- Nontaxable benefits
- $10,205
- Filer's total
- $191,414
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
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
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
The filer's explanations (Part III)
- Schedule J, Part I, Line 1a Health or social club dues or initiation fees
- GOLF MEMBERSHIPS ARE PAID FOR CEO AND PAST CEO, PER CONTRACTS.
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
- 2023
- Filed
- 14 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521349349307007
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