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Nonprofiteer
← OAKLAND FAMILY SERVICES

Form 990 for tax year 2023

Filed by OAKLAND FAMILY SERVICES.

Totals

Total revenue
$13,518,104
Total expenses
$13,923,353
Contributions and grants received
$7,789,312
Grants paid
$1,408,806
Program service revenue
$5,148,410
Investment income
$508,990
Other revenue
$71,392
Total assets, end of year
$5,498,635
Total liabilities, end of year
$1,549,589
Net assets or fund balances, end of year
$3,949,046
Program services expenses (Part IX)
$12,156,159
Management and general expenses
$1,229,918
Fundraising expenses
$537,276
Program service expenses (Part III)
$12,156,159

Program services were 87.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JD CARLSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • BRUCE COLASANTI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • PAUL DEROCHE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • WENDY ROE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • GUY GORDON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • STEPHEN R GUIDOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • SYLVIA J HAGENLOCKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • SAMUEL KAPLUNOV

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • MICHAEL C KILLIAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • MICHAEL R KRAMER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • JEFFREY LEV

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • RENEE LOSH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • ELIZABETH W METER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • DR TIMOTHY R MEYER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • JASON MONAHAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • KATHLEEN LYND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • ANDREA PENNINGTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • STEPHEN PICKETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • ROBERT W SCHARFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • KENNETH WHIPPLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • DEE WRIGHT-MASILOTTI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • SHELLEY HULGRAVE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • KAITLYN MORTIERE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • JAIMIE CLAYTON

    PRESIDENT & CEO

    Total calculated
    $221,921
    From this org
    $206,260
    From related orgs
    $0
    Other
    $15,661
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,260
    Bonus
    $15,000
    Other
    $0
    Deferred
    $6,238
    Nontaxable benefits
    $9,423
    Filer's total
    $221,921

  • RON HILLARD

    IMMEDIATE PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.22

  • BRIAN L NEWMAN

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.22

  • JEFFREY VLASIC

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.22

  • JAY WACHOWICZ

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.22

  • TED WILLETT

    TREASURER

    Total calculated
    $0
    Hours/week
    0.22

  • EMILY STEFANIC

    PHYSICIAN ASSISTANT

    Total calculated
    $167,108
    From this org
    $157,961
    From related orgs
    $0
    Other
    $9,147
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $157,961
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $9,147
    Filer's total
    $167,108

  • JULIE MISON

    SR VP OF EMPLOYEE ENGAGEMENT AND ORG

    Total calculated
    $158,169
    From this org
    $130,935
    From related orgs
    $0
    Other
    $27,234
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $130,935
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $27,234
    Filer's total
    $158,169

  • NATALIE MARCHIONE

    VP OF QUALITY AND PLANNING

    Total calculated
    $120,797
    From this org
    $113,548
    From related orgs
    $0
    Other
    $7,249
    Hours/week
    37.5

  • DAVID M TINDALL

    VP OF DEVELOPMENT

    Total calculated
    $104,313
    From this org
    $103,944
    From related orgs
    $0
    Other
    $369
    Hours/week
    37.5

  • ELIZABETH KELLOGG

    VP OF ADMINISTRATIVE SERVICES

    Total calculated
    $109,061
    From this org
    $108,978
    From related orgs
    $0
    Other
    $83
    Hours/week
    37.5

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 · Form 990 of other organizations
  • 3 · Written employment contract
  • 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
2023
Filed
9 April 2025
IRS schema version
2023v6.0
Source object
202541009349300009

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