{"success":true,"data":{"_id":421363406,"filings":[{"Organization":{"value":null,"Person":["STEVE ROE","DENNIS DOMSIC","PAM EHLY","MAGGIE ELLIOTT","MITCH MEIS","VERNE NELSON","ANN PARKER","MARK PRIES","SALLY STUTSMAN","MARY WESTBROOK"],"Title":["CEO","DIRECTOR","SECRETARY","VICE PRESIDE","PRESIDENT","DIRECTOR","DIRECTOR","DIRECTOR","TREASURER","DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[32513,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[32513,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The oaknoll foundation provides financial support to oaknoll retirement residence to strengthen the oaknoll mission and build oaknoll's future. this support comes in the form of improvements to the facilities, acquisition of furniture and equipment, social events for residents, and support for staff members.","year":2023,"name":"THE OAKNOLL FOUNDATION","phone":3193511720,"website":"WWW.OAKNOLL.COM","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEVE ROE","year_formation":1990,"state_legal_domicile":"IA","total_volunteers":null,"tax_period_begin":"2023-07-01T00:00:00","tax_period_end":"2024-06-30T00:00:00","address":"1 OAKNOLL COURT, IOWA CITY, IA, 52246, USA","city":"IOWA CITY","state":"IA","country":"USA","zip_code":52246},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":465942,"Contributions":{"value":416090,"Other contributions":416090,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":49852,"Investment income total":49852,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":534044,"Grant expense":{"value":518301,"Grants to domestic orgs":462641,"Grants to domestic individuals":55660,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":15743,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":15743,"MISCELLANEOUS":15672,"BANK FEES":71},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":518301,"Management And General Expenses":15743,"Fundraising Expenses":0}},"Assets":{"value":1707399,"Non-interest bearing cash":132971,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":1574428,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1707399,"Net assets without donor restriction":1510945,"Net assets with donor restriction":196454,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.970521155560216,"percentile":0.8752058276203749},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.14615982246717402,"percentile":0.18376360059421046},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":3.1971129719648568,"percentile":0.7257114067796371},"Officer Compensation Ratio":{"score":0.06088075139876115,"percentile":0.7052770949824351},"Program Expense Growth":{"score":0.1304994099761929,"percentile":0.7290075158461732},"Revenue Growth":{"score":0.09473851555013411,"percentile":0.7516567740367669},"Asset Growth":{"score":0.06056292436658785,"percentile":0.5657855006704838},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7207349237333964,"percentile":0.8807415351984038}},"source_xml":"202511139349301336_public.xml"},{"Organization":{"value":null,"Person":["DAN COLLINS PHD","KATHRYN WALLACE","BOB DEWITT","MARY GANTZ","KENT SWAIM","TOM BENDER","JULIE WIEDNER","DAVID DIERKS","VIRGINIA CLEMONS","PATRICIA HEIDEN","STEVE ROE"],"Title":["PRESIDENT, DIRECTOR","VICE PRESIDENT, DIRECTOR","TREASURER, DIRECTOR","SECRETARY, DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","EXECUTIVE DIRECTOR","ADMINSTRATOR/CFO"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,13769,40001],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,13769,40001]},"Basic":{"value":null,"mission":"To support christian retirement services","year":2013,"name":"THE OAKNOLL FOUNDATION","phone":3193511720,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"PATRICIA HEIDEN","year_formation":1990,"state_legal_domicile":"IA","total_volunteers":9,"tax_period_begin":"2013-07-01T00:00:00","tax_period_end":"2014-06-30T00:00:00","address":"1 OAKNOLL COURT, IOWA CITY, IA, 52246, USA","city":"IOWA CITY","state":"IA","country":"USA","zip_code":52246},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":177053,"Contributions":{"value":119488,"Other contributions":119488,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":57565,"Investment income total":29,"Net investment gain":57536,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":102454,"Grant expense":{"value":93796,"Grants to domestic orgs":84736,"Grants to domestic individuals":9060,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":8658,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":8658,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":93796,"Management And General Expenses":8658,"Fundraising Expenses":0}},"Assets":{"value":986780,"Non-interest bearing cash":83366,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":903414,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":986780,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":953281,"Temporarily restricted net assets":33499,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9154937825755949,"percentile":0.7954160054135484},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.4213371137456016,"percentile":0.8931364778498858},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":9.631444355515645,"percentile":0.8884504630820659},"Officer Compensation Ratio":{"score":0.5248208952310305,"percentile":0.06457238832612877},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.8207448602058577,"percentile":0.9699227039208796}},"source_xml":"201510309349301101_public.xml"},{"Organization":{"value":null,"Person":["TOM BENDER","KRISTIN SUMMERWILL","DAVID DIERKS","JOHN MOYERS","SALLY STUTSMAN","VIRGINIA CLEMONS","PETE VANDERHOEF","MAGGIE ELLIOTT","DENNIS DOMSIC","STEPHEN J ROE"],"Title":["PRESIDENT, DIRECTOR","VICE PRESIDENT, DIRECTOR","TREASURER, DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","SECRETARY, DIRECTOR","DIRECTOR","DIRECTOR","EXECUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,16530],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,16530]},"Basic":{"value":null,"mission":"To support christian retirement services","year":2018,"name":"THE OAKNOLL FOUNDATION","phone":3193511720,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEPHEN J ROE","year_formation":1990,"state_legal_domicile":"IA","total_volunteers":9,"tax_period_begin":"2018-07-01T00:00:00","tax_period_end":"2019-06-30T00:00:00","address":"1 OAKNOLL COURT, IOWA CITY, IA, 52246, USA","city":"IOWA CITY","state":"IA","country":"USA","zip_code":52246},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":269619,"Contributions":{"value":233169,"Other contributions":233169,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":36450,"Investment income total":801,"Net investment gain":35649,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":441894,"Grant expense":{"value":415295,"Grants to domestic orgs":402887,"Grants to domestic individuals":12408,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":26599,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":26599,"RESIDENT SPECIAL EVENTS":19290,"BANK FEES":5529,"CNA AWARDS":1780},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":436365,"Management And General Expenses":5529,"Fundraising Expenses":0}},"Assets":{"value":1221325,"Non-interest bearing cash":97599,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":1123726,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1221325,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":1184042,"Temporarily restricted net assets":37283,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9874879495987725,"percentile":0.9017350341971917},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.6389571951531605,"percentile":0.06044964425021486},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":2.763841554762002,"percentile":0.6943890770470987},"Officer Compensation Ratio":{"score":0.037407160993360396,"percentile":0.8207938572350232},"Program Expense Growth":{"score":0.25888892422921383,"percentile":0.84438830815055},"Revenue Growth":{"score":0.12258074087373112,"percentile":0.8084771733199397},"Asset Growth":{"score":0.05968443546685661,"percentile":0.5626185402319764},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7299241381442559,"percentile":0.8931751827809989}},"source_xml":"202021069349300007_public.xml"},{"Organization":{"value":null,"Person":["VIRGINIA CLEMONS","TOM BENDER","KRISTIN SUMMERWILL","DAVID DIERKS","KARIN FRANKLIN","JOHN MOYERS","SALLY STUTSMAN EFFECTIVE 1116","GARY PACHA EFFECTIVE 32017","PETER VANDERHOEF","MARY GANTZ","KENT SWAIM","PATRICIA HEIDEN","STEPHEN J ROE"],"Title":["PRESIDENT, DIRECTOR","VICE PRESIDENT, DIRECTOR","TREASURER, DIRECTOR","SECRETARY, DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR (UNTIL 11/16)","DIRECTOR (UNTIL 11/16)","EXECUTIVE DIRECTOR","EXECUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,9046,34040],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,9046,34040]},"Basic":{"value":null,"mission":"To support christian retirement services","year":2016,"name":"THE OAKNOLL FOUNDATION","phone":3193511720,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEPHEN J ROE","year_formation":1990,"state_legal_domicile":"IA","total_volunteers":9,"tax_period_begin":"2016-07-01T00:00:00","tax_period_end":"2017-06-30T00:00:00","address":"1 OAKNOLL COURT, IOWA CITY, IA, 52246, USA","city":"IOWA CITY","state":"IA","country":"USA","zip_code":52246},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":230628,"Contributions":{"value":212559,"Other contributions":212559,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":18069,"Investment income total":137,"Net investment gain":17932,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":206453,"Grant expense":{"value":196635,"Grants to domestic orgs":180635,"Grants to domestic individuals":16000,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":9818,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":9818,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":196635,"Management And General Expenses":9818,"Fundraising Expenses":0}},"Assets":{"value":1170192,"Non-interest bearing cash":165200,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":1004992,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1170192,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":1120450,"Temporarily restricted net assets":49742,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9524443820143084,"percentile":0.8489966406998944},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.10482248469396604,"percentile":0.6314702877445213},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":5.668079417591413,"percentile":0.8249273128185085},"Officer Compensation Ratio":{"score":0.20869641032099315,"percentile":0.2997879902146324},"Program Expense Growth":{"score":0.16119759190520205,"percentile":0.768199855869875},"Revenue Growth":{"score":0.060397252573132575,"percentile":0.6475972821934621},"Asset Growth":{"score":0.05565833679581261,"percentile":0.5480714371624976},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7651780547172701,"percentile":0.9322231917035155}},"source_xml":"201800829349300040_public.xml"},{"Organization":{"value":null,"Person":["STEPHEN J ROE","DAVID DIERKS","MAGGIE ELLIOTT","MITCH MEIS","SALLY STUTSMAN","DENNIS DOMSIC","PAM EHLY","JOHN MOYERS","MARK PRIES","MARY WESTBROOK"],"Title":["EXECUTIVE DIRECTOR","PRESIDENT, DIRECTOR","VICE PRESIDENT, DIRECTOR","SECRETARY, DIRECTOR","TREASURER, DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[9189,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[9189,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To support christian retirement services","year":2020,"name":"THE OAKNOLL FOUNDATION","phone":3193511720,"website":"HTTPS://WWW.OAKNOLL.COM/FOUNDATION","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEPHEN J ROE","year_formation":1990,"state_legal_domicile":"IA","total_volunteers":9,"tax_period_begin":"2020-07-01T00:00:00","tax_period_end":"2021-06-30T00:00:00","address":"1 OAKNOLL COURT, IOWA CITY, IA, 52246, USA","city":"IOWA CITY","state":"IA","country":"USA","zip_code":52246},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":516742,"Contributions":{"value":464352,"Other contributions":464352,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":52390,"Investment income total":286,"Net investment gain":52104,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":269387,"Grant expense":{"value":248537,"Grants to domestic orgs":229382,"Grants to domestic individuals":19155,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":20850,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":20850,"SPECIAL EVENTS":14000,"BANK FEES":6850},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":262537,"Management And General Expenses":6850,"Fundraising Expenses":0}},"Assets":{"value":1917732,"Non-interest bearing cash":243256,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":1674476,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1665,"Sum of Total Liabilities":0,"Accounts payable, accrued":1665,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1916067,"Net assets without donor restriction":1649393,"Net assets with donor restriction":266674,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9745718984212304,"percentile":0.881335140534749},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.47868181800589077,"percentile":0.9121438349645453},"Liabilities to Assets Ratio":{"score":0.0008682130766968481,"percentile":0.5710574895162995},"Operating Reserve Ratio":{"score":7.118873590782035,"percentile":0.8551694646541339},"Officer Compensation Ratio":{"score":0.034110777431724616,"percentile":0.8380618369199828},"Program Expense Growth":{"score":0.14062832633999325,"percentile":0.7432829963299089},"Revenue Growth":{"score":0.15516821244030865,"percentile":0.8545773605897894},"Asset Growth":{"score":0.08545466602298521,"percentile":0.6444573846727077},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.8498010051229309,"percentile":0.9812566357417022}},"source_xml":"202240479349301519_public.xml"},{"Organization":{"value":null,"Person":["KATHRYN WALLACE","VIRGINIA CLEMONS","TOM BENDER","MARY GANTZ","DAVID DIERKS","JOHN MOYERS","KRISTIN SUMMERWILL","KENT SWAIM","PETE VANDERHOEF","PATRICIA HEIDEN","STEVE ROE"],"Title":["PRESIDENT, DIRECTOR","VICE PRESIDENT, DIRECTOR","TREASURER, DIRECTOR","SECRETARY, DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","EXECUTIVE DIRECTOR","ADMINSTRATOR/CFO"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,14731,40840],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,14731,40840]},"Basic":{"value":null,"mission":"To support christian retirement services","year":2014,"name":"THE OAKNOLL FOUNDATION","phone":3193511720,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"PATRICIA HEIDEN","year_formation":1990,"state_legal_domicile":"IA","total_volunteers":9,"tax_period_begin":"2014-07-01T00:00:00","tax_period_end":"2015-06-30T00:00:00","address":"1 OAKNOLL COURT, IOWA CITY, IA, 52246, USA","city":"IOWA CITY","state":"IA","country":"USA","zip_code":52246},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":226146,"Contributions":{"value":211136,"Other contributions":211136,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":15010,"Investment income total":94,"Net investment gain":14916,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":201451,"Grant expense":{"value":192154,"Grants to domestic orgs":188284,"Grants to domestic individuals":3870,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":9297,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":9297,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":192154,"Management And General Expenses":9297,"Fundraising Expenses":0}},"Assets":{"value":1018836,"Non-interest bearing cash":95808,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":923028,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1018836,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":974271,"Temporarily restricted net assets":44565,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9538498195590988,"percentile":0.8510015467281061},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.10919936678075226,"percentile":0.6386590604357856},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":5.057487925103375,"percentile":0.8079423490160883},"Officer Compensation Ratio":{"score":0.2758536815404242,"percentile":0.2111682906424126},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7894451021894991,"percentile":0.952042073577164}},"source_xml":"201600209349301005_public.xml"},{"Organization":{"value":null,"Person":["MITCH MEIS","MAGGIE ELLIOTT","DENNIS DOMSIC","PAM EHLY","KATHERINE MOYERS","VERNE NELSON","ANN PARKER","MARK PRIES","MARY WESTBROOK","STEVE ROE"],"Title":["PRESIDENT","VICE PRESIDE","TREASURER","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","CEO"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,32472],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,32472]},"Basic":{"value":null,"mission":"The oaknoll foundation provides financial support to oaknoll retirement residence to strengthen the oaknoll mission and build oaknoll's future. this support comes in the form of improvements to the facilities, acquisition of furniture and equipment, social events for residents, and support for staff members.","year":2024,"name":"THE OAKNOLL FOUNDATION","phone":3193511720,"website":"WWW.OAKNOLL.COM","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEVE ROE","year_formation":1990,"state_legal_domicile":"IA","total_volunteers":null,"tax_period_begin":"2024-07-01T00:00:00","tax_period_end":"2025-06-30T00:00:00","address":"1 OAKNOLL COURT, IOWA CITY, IA, 52246, USA","city":"IOWA CITY","state":"IA","country":"USA","zip_code":52246},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1437244,"Contributions":{"value":1349468,"Other contributions":1349468,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":87776,"Investment income total":87776,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":1140269,"Grant expense":{"value":1135279,"Grants to domestic orgs":1063564,"Grants to domestic individuals":71715,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":4990,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":4990,"MISCELLANEOUS":4822,"BANK FEES":168},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":1135279,"Management And General Expenses":4990,"Fundraising Expenses":0}},"Assets":{"value":2104943,"Non-interest bearing cash":358834,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":1746109,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":2104943,"Net assets without donor restriction":1777028,"Net assets with donor restriction":327915,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9956238396378398,"percentile":0.9159645299799408},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.20662810211766408,"percentile":0.7628587482490703},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":1.846005635512322,"percentile":0.594915706716241},"Officer Compensation Ratio":{"score":0.0284774908376883,"percentile":0.867907794057963},"Program Expense Growth":{"score":0.16844054013879506,"percentile":0.775913645318213},"Revenue Growth":{"score":0.15287572352102438,"percentile":0.8518443238533746},"Asset Growth":{"score":0.06433486771956383,"percentile":0.5788797718532466},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.8451860661560606,"percentile":0.97974455156735}},"source_xml":"202600289349300335_public.xml"},{"Organization":{"value":null,"Person":["STEPHEN J ROE","TOM BENDER","KRISTIN SUMMERWILL","DAVID DIERKS","JOHN MOYERS","SALLY STUTSMAN","VIRGINIA CLEMONS","PETE VANDERHOEF","MAGGIE ELLIOTT","DENNIS DOMSIC"],"Title":["EXECUTIVE DIRECTOR","PRESIDENT, DIRECTOR","VICE PRESIDENT, DIRECTOR","TREASURER, DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","SECRETARY, DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[6338,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[6338,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To support christian retirement services","year":2019,"name":"THE OAKNOLL FOUNDATION","phone":3193511720,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEPHEN J ROE","year_formation":1990,"state_legal_domicile":"IA","total_volunteers":9,"tax_period_begin":"2019-07-01T00:00:00","tax_period_end":"2020-06-30T00:00:00","address":"1 OAKNOLL COURT, IOWA CITY, IA, 52246, USA","city":"IOWA CITY","state":"IA","country":"USA","zip_code":52246},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":483721,"Contributions":{"value":457251,"Other contributions":457251,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":26470,"Investment income total":179,"Net investment gain":26291,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":323627,"Grant expense":{"value":302432,"Grants to domestic orgs":283844,"Grants to domestic individuals":18588,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":21195,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":21195,"SPECIAL EVENTS":14632,"BANK FEES":5741,"AWARDS":822},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":317886,"Management And General Expenses":5741,"Fundraising Expenses":0}},"Assets":{"value":1396571,"Non-interest bearing cash":252317,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":1144254,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":14000,"Sum of Total Liabilities":0,"Accounts payable, accrued":14000,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1382571,"Net assets without donor restriction":1324148,"Net assets with donor restriction":58423,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9822604418049173,"percentile":0.8932709271507174},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.33096350995718604,"percentile":0.852977339662937},"Liabilities to Assets Ratio":{"score":0.010024552994441386,"percentile":0.4981814323381397},"Operating Reserve Ratio":{"score":4.315372326783612,"percentile":0.7820700169493957},"Officer Compensation Ratio":{"score":0.019584274488840547,"percentile":0.9145059918038512},"Program Expense Growth":{"score":0.19802219206661317,"percentile":0.8032898000944301},"Revenue Growth":{"score":0.15481590000932074,"percentile":0.8541478913874067},"Asset Growth":{"score":0.05952227868934272,"percentile":0.5620370710438157},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.8414429073647267,"percentile":0.9784348518903452}},"source_xml":"202110729349300426_public.xml"},{"Organization":{"value":null,"Person":["TOM BENDER","KRISTIN SUMMERWILL","DAVID DIERKS","KARIN FRANKLIN","JOHN MOYERS","SALLY STUTSMAN","GARY PACHA","PETER VANDERHOEF","VIRGINIA CLEMONS","STEPHEN J ROE"],"Title":["PRESIDENT, DIRECTOR","VICE PRESIDENT, DIRECTOR","TREASURER, DIRECTOR","SECRETARY, DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","EXECUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,18484],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,18484]},"Basic":{"value":null,"mission":"To support christian retirement services","year":2017,"name":"THE OAKNOLL FOUNDATION","phone":3193511720,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEPHEN J ROE","year_formation":1990,"state_legal_domicile":"IA","total_volunteers":9,"tax_period_begin":"2017-07-01T00:00:00","tax_period_end":"2018-06-30T00:00:00","address":"1 OAKNOLL COURT, IOWA CITY, IA, 52246, USA","city":"IOWA CITY","state":"IA","country":"USA","zip_code":52246},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":418599,"Contributions":{"value":397696,"Other contributions":397696,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":20903,"Investment income total":294,"Net investment gain":20609,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":264107,"Grant expense":{"value":257223,"Grants to domestic orgs":244423,"Grants to domestic individuals":12800,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":6884,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":6884,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":257223,"Management And General Expenses":6884,"Fundraising Expenses":0}},"Assets":{"value":1384096,"Non-interest bearing cash":311729,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":1072367,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1384096,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":1136115,"Temporarily restricted net assets":247981,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9739348067260618,"percentile":0.8803654145150765},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.3690692046564851,"percentile":0.8716877545892038},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":5.240663821860079,"percentile":0.8133761793794545},"Officer Compensation Ratio":{"score":0.06998678565884282,"percentile":0.6650621450936169},"Program Expense Growth":{"score":0.19027937619306867,"percentile":0.7969101997341904},"Revenue Growth":{"score":0.19625327844173993,"percentile":0.8936198626426466},"Asset Growth":{"score":0.08419896485583192,"percentile":0.6408710038361827},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.8637933699489868,"percentile":0.9853221243252767}},"source_xml":"201910249349300116_public.xml"},{"Organization":{"value":null,"Person":["STEVE ROE","DENNIS DOMSIC","PAM EHLY","MAGGIE ELLIOTT","MITCH MEIS","JOHN MOYERS","VERNE NELSON","MARK PRIES","SALLY STUTSMAN","MARY WESTBROOK"],"Title":["EXECUTIVE DI","DIRECTOR","DIRECTOR","VICE PRESIDE","SECRETARY","PRESIDENT","DIRECTOR","DIRECTOR","TREASURER","DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[31536,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[31536,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The oaknoll foundation provides financial support to oaknoll retirement residence to strengthen the oaknoll mission and build oaknoll's future. this support comes in the form of improvements to the facilities, acquisition of furniture and equipment, social events","year":2021,"name":"THE OAKNOLL FOUNDATION","phone":3193511720,"website":"WWW.OAKNOLL.COM","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEPHEN J ROE","year_formation":1990,"state_legal_domicile":"IA","total_volunteers":null,"tax_period_begin":"2021-07-01T00:00:00","tax_period_end":"2022-06-30T00:00:00","address":"1 OAKNOLL COURT, IOWA CITY, IA, 52246, USA","city":"IOWA CITY","state":"IA","country":"USA","zip_code":52246},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":436718,"Contributions":{"value":363107,"Other contributions":363107,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":73611,"Investment income total":73611,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":433928,"Grant expense":{"value":419459,"Grants to domestic orgs":368353,"Grants to domestic individuals":51106,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":14469,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":14469,"MISCELLANEOUS":14250,"BANK FEES":219},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":419459,"Management And General Expenses":14469,"Fundraising Expenses":0}},"Assets":{"value":1581915,"Non-interest bearing cash":22902,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":1559013,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1581915,"Net assets without donor restriction":1336892,"Net assets with donor restriction":245023,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9666557585590236,"percentile":0.8694295634521038},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.006388561955312124,"percentile":0.414645017536301},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":3.6455702328496895,"percentile":0.7516120316256687},"Officer Compensation Ratio":{"score":0.07267565126011688,"percentile":0.653815028421814},"Program Expense Growth":{"score":0.1383421525241005,"percentile":0.7401638901766151},"Revenue Growth":{"score":0.1290598086270425,"percentile":0.8190235258973568},"Asset Growth":{"score":0.07421520175596019,"percentile":0.6111294436203382},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7659374227810635,"percentile":0.9329123389148392}},"source_xml":"202331079349302163_public.xml"},{"Organization":{"value":null,"Person":["STEVE ROE","DENNIS DOMSIC","PAM EHLY","MAGGIE ELLIOTT","MITCH MEIS","VERNE NELSON","ANN PARKER","MARK PRIES","SALLY STUTSMAN","MARY WESTBROOK"],"Title":["CEO","DIRECTOR","SECRETARY","VICE PRESIDE","PRESIDENT","DIRECTOR","DIRECTOR","DIRECTOR","TREASURER","DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[30639,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[30639,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The oaknoll foundation provides financial support to oaknoll retirement residence to strengthen the oaknoll mission and build oaknoll's future. this support comes in the form of improvements to the facilities, acquisition of furniture and equipment, social events","year":2022,"name":"THE OAKNOLL FOUNDATION","phone":3193511720,"website":"WWW.OAKNOLL.COM","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEVE ROE","year_formation":1990,"state_legal_domicile":"IA","total_volunteers":null,"tax_period_begin":"2022-07-01T00:00:00","tax_period_end":"2023-06-30T00:00:00","address":"1 OAKNOLL COURT, IOWA CITY, IA, 52246, USA","city":"IOWA CITY","state":"IA","country":"USA","zip_code":52246},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":431514,"Contributions":{"value":381025,"Other contributions":381025,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":50489,"Investment income total":50489,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":488198,"Grant expense":{"value":472970,"Grants to domestic orgs":415770,"Grants to domestic individuals":57200,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":15228,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":15228,"MISCELLANEOUS":15152,"BANK FEES":76},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":472970,"Management And General Expenses":15228,"Fundraising Expenses":0}},"Assets":{"value":1630094,"Non-interest bearing cash":9200,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":5000,"Land, building, equipment":0,"Investments publicly traded":1615894,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1630094,"Net assets without donor restriction":1395228,"Net assets with donor restriction":234866,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9688077378440715,"percentile":0.8726247250932467},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.13136074379973767,"percentile":0.19498035229123406},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":3.339001798450629,"percentile":0.7345070256023382},"Officer Compensation Ratio":{"score":0.06275937222192635,"percentile":0.69668535081246},"Program Expense Growth":{"score":0.1352809885673461,"percentile":0.7358601235131761},"Revenue Growth":{"score":0.10773422342411729,"percentile":0.780654624171053},"Asset Growth":{"score":0.06596977287004502,"percentile":0.5844197097308056},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7262729571621375,"percentile":0.8883039559169768}},"source_xml":"202440619349300609_public.xml"},{"Organization":{"value":null,"Person":["VIRGINIA CLEMONS","TOM BENDER","MARY GANTZ","DAVID DIERKS","KARIN FRANKLIN","JOHN MOYERS","KRISTIN SUMMERWILL","KENT SWAIM","PETE VANDERHOEF","KATHRYN WALLACE","PATRICIA HEIDEN","STEVE ROE"],"Title":["PRESIDENT, DIRECTOR","VICE PRESIDENT, DIRECTOR","TREASURER, DIRECTOR (PART-YEAR)","SECRETARY, DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR (PART-YEAR)","EXECUTIVE DIRECTOR","ADMINSTRATOR/CFO"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,13769,38487],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,13769,38487]},"Basic":{"value":null,"mission":"To support christian retirement services","year":2015,"name":"THE OAKNOLL FOUNDATION","phone":3193511720,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEVE ROE","year_formation":1990,"state_legal_domicile":"IA","total_volunteers":9,"tax_period_begin":"2015-07-01T00:00:00","tax_period_end":"2016-06-30T00:00:00","address":"1 OAKNOLL COURT, IOWA CITY, IA, 52246, USA","city":"IOWA CITY","state":"IA","country":"USA","zip_code":52246},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":189780,"Contributions":{"value":173910,"Other contributions":173910,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":15870,"Investment income total":119,"Net investment gain":15751,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":140046,"Grant expense":{"value":130846,"Grants to domestic orgs":119346,"Grants to domestic individuals":11500,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":9200,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":9200,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":130846,"Management And General Expenses":9200,"Fundraising Expenses":0}},"Assets":{"value":1057671,"Non-interest bearing cash":136066,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":921605,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1057671,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":1017570,"Temporarily restricted net assets":40101,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9343072990303186,"percentile":0.822874054441607},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.2620613341764148,"percentile":0.8099015647854689},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":7.552311383402596,"percentile":0.8622913634876428},"Officer Compensation Ratio":{"score":0.3731345415077903,"percentile":0.13059431602791047},"Program Expense Growth":{"score":0.1333386116949299,"percentile":0.7331056271588456},"Revenue Growth":{"score":0.032194226102442075,"percentile":0.5254009755726092},"Asset Growth":{"score":0.0347132018645331,"percentile":0.46556337046904717},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7609914248064338,"percentile":0.9282296976051635}},"source_xml":"201710279349301201_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["MITCH MEIS","MAGGIE ELLIOTT","DENNIS DOMSIC","PAM EHLY","KATHERINE MOYERS","VERNE NELSON","ANN PARKER","MARK PRIES","MARY WESTBROOK","STEVE ROE"],"Title":["PRESIDENT","VICE PRESIDE","TREASURER","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","CEO"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,32472],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,32472]},"Basic":{"value":null,"mission":"The oaknoll foundation provides financial support to oaknoll retirement residence to strengthen the oaknoll mission and build oaknoll's future. this support comes in the form of improvements to the facilities, acquisition of furniture and equipment, social events for residents, and support for staff members.","year":2024,"name":"THE OAKNOLL FOUNDATION","phone":3193511720,"website":"WWW.OAKNOLL.COM","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEVE ROE","year_formation":1990,"state_legal_domicile":"IA","total_volunteers":null,"tax_period_begin":"2024-07-01T00:00:00","tax_period_end":"2025-06-30T00:00:00","address":"1 OAKNOLL COURT, IOWA CITY, IA, 52246, USA","city":"IOWA CITY","state":"IA","country":"USA","zip_code":52246},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1437244,"Contributions":{"value":1349468,"Other contributions":1349468,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":87776,"Investment income total":87776,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":1140269,"Grant expense":{"value":1135279,"Grants to domestic orgs":1063564,"Grants to domestic individuals":71715,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":4990,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":4990,"MISCELLANEOUS":4822,"BANK FEES":168},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":1135279,"Management And General Expenses":4990,"Fundraising Expenses":0}},"Assets":{"value":2104943,"Non-interest bearing cash":358834,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":1746109,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":2104943,"Net assets without donor restriction":1777028,"Net assets with donor restriction":327915,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9956238396378398,"percentile":0.9159645299799408},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.20662810211766408,"percentile":0.7628587482490703},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":1.846005635512322,"percentile":0.594915706716241},"Officer Compensation Ratio":{"score":0.0284774908376883,"percentile":0.867907794057963},"Program Expense Growth":{"score":0.16844054013879506,"percentile":0.775913645318213},"Revenue Growth":{"score":0.15287572352102438,"percentile":0.8518443238533746},"Asset Growth":{"score":0.06433486771956383,"percentile":0.5788797718532466},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.8451860661560606,"percentile":0.97974455156735}},"source_xml":"202600289349300335_public.xml"},"sector":"","donation_categories":[],"zakat_policy":null},"error":null}