2017-02-09T13:54:47-06:00 2016-06-30 341310124 Rea & Associates Inc 212 N Washington Street Millersburg OH 44654 990 2015-07-01 341289433 Crandall Medical Center CRAN 3309386126 715 JOHNSON RD Sebring OH 44672 DAVID J MANNION CEO/ CFO 3309386126 2017-02-09 1 Chris Roush CPA P00100273 3306746055 2017-02-08 2015 2021-01-29 14:40:06Z X DAVID J MANNION 715 JOHNSON RD Sebring OH 44672 15292201 0 X N/A X 1979 OH Provide independent living, assisted living and skilled nursing to residents. 9 9 378 50 0 0 147640 76008 14960384 15200155 180 205 14893 15833 15123097 15292201 0 0 0 0 8742738 8922875 0 0 0 6121466 6338645 14864204 15261520 258893 30681 3676058 4036571 1596008 1922527 2080050 2114044 X Provide independent living, assisted living and skilled nursing to residents. 0 0 9860069 0 15180768 MEDICAL SERVICES AND SUPPLIES PROVIDED TO RESIDENTS. 1344924 0 0 DIETARY SERVICES PROVIDED TO RESIDENTS 848930 0 35220 HOUSEKEEPING & LAUNDRY PROVIDED TO RESIDENTS 640611 0 0 Facilities provided to the residents. 640611 0 0 12694534 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 378 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X DAVID J MANNION 3309386126 715 JOHNSON RD Sebring OH 44672 Richard Elliott DIRECTOR 1.00 2.00 X 0 0 0 J LYNN BIERY DIRECTOR 1.00 0.00 X 0 0 0 ANN MCDANIEL DIRECTOR 1.00 0.00 X 0 0 0 LEE HARDGROVE DIRECTOR 1.00 0.00 X 0 0 0 JIM STITLE DIRECTOR 1.00 0.00 X 0 0 0 Rusty Kiko Secretary 1.00 0.00 X 0 0 0 BRUCE SLAGLE Treasurer 1.00 1.00 X X 0 0 0 Bill Williams VICE PRESIDENT 1.00 1.00 X X 0 0 0 PAUL BAILEY PRESIDENT 1.00 1.00 X X 0 0 0 DAVID DAVE MANNION CEO/CFO 12.00 28.00 X 0 32910 4997 PHILIP BRAISTED Former EXEC. DIRECTOR 12.00 28.00 X 0 54271 3746 0 87181 8743 0 0 0 0 0 76008 76008 RESIDENT CARE / MEDICARE/MEDICAID 623000 7928117 7928117 MONTHLY CARE FUND 623000 7252651 7252651 LAUNDRY AND HOUSEKEEPING INCOME 623000 19387 19387 15200155 205 205 OTHER INCOME 623000 15833 15833 15833 15292201 15215988 0 205 X 7349726 6917817 431909 79575 50748 28827 862243 748621 113622 631331 591510 39821 41579 1169 40410 27501 430 27071 2014322 1425662 588660 107904 62755 45149 196473 167070 29403 284708 284221 487 37792 35064 2728 172290 172290 1144453 1144453 FOOD PRODUCTS & RELATED 1216720 1216720 SUPPLIES 724157 682172 41985 PRESCRIPTION DRUGS 288643 288643 MISCELLANEOUS EXPENSES 82103 49642 32461 15261520 12694534 2566986 0 524562 845634 2581 2581 1425053 1592336 81921 64521 9534740 8390344 1212087 1144396 377310 380623 52544 6480 3676058 4036571 1232037 1326130 363971 596397 1596008 1922527 X 1702740 1733421 362130 365443 15180 15180 2080050 2114044 3676058 4036571 X 30681 3313 X X 0 1 X 1 0 X 108534 89196 8275 147640 76008 429653 108534 89196 8275 147640 76008 429653 429653 26956 21797 779 180 205 49917 479570 72874257 0.89590 0.87840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44000 44000 7309373 6524216 785157 229034 219553 9481 998613 818553 180060 953720 828022 125698 1144396 INVESTMENT IN OAKS FOUNDATION 380623 C 380623 RELATED PARTY PAYABLES 596397 596397 X 15245118 3313 3313 15241805 50396 50396 15292201 15211124 0 15211124 50396 50396 15261520 Part X, Line 2: "Generally accepted accounting principles require the Organization to evaluate the level of uncertainty related to whether tax positions taken will be sustained upon examination. Any positions taken that do not meet the more-likely-than-not threshold must be quantified and recorded as a liability for unrecognized tax benefits in the accompanying balance sheet along with any associated interest and penalties that would be payable to the taxing authorities upon examination. Interest and penalties associated with unrecognized tax benefits are classified as additional income taxes in the statement of income. The Organization believes that none of the tax positions taken would materially impact the financial statements and no such liabilities have been recorded." Part XI, Line 2d - Other Adjustments: CHANGE IN INVESTMENT OF THE OAKS FOUNDATION REPORTED ON 990, PAGE 12, LINE 9 3,313. Part XI, Line 4b - Other Adjustments: EXPENDITURES DONATED BY THE OAKS FOUNDATION 50,396. Part XII, Line 4b - Other Adjustments: EXPENDITURES DONATED BY THE OAKS FOUNDATION 50,396. Form 990, Part VI, Section B, line 11 A DRAFT OF FORM 990 IS PROVIDED TO THE ACCOUNTING MANAGER EACH YEAR. THE ORGANIZATION MAKES A COPY OF THIS DRAFTED FORM 990 AVAILABLE TO ALL GOVERNING BODY MEMBERS FOR REVIEW BEFORE APPROVING THE DRAFT AND SUBMITTING THE RETURN EACH YEAR. Form 990, Part VI, Section B, line 12c COMPLIANCE IS MET BY THE DISCLOSURE TO THE BOARD ON AN ANNUAL BASIS. Form 990, Part VI, Section B, line 15 COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS REVIEWED AT THE ANNUAL BOARD MEETING AND A SALARY SURVEY IS DONE PERIODICALLY. Form 990, Part VI, Section C, line 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. Form 990, Part IX, line 11g THERAPY SERVICES: Program service expenses 920,174. Management and general expenses 0. Fundraising expenses 0. Total expenses 920,174. EQUIPMENT & OTHER MAINT. SERVICES: Program service expenses 330,531. Management and general expenses 11,199. Fundraising expenses 0. Total expenses 341,730. OTHER PROFESSIONAL SERVICES: Program service expenses 164,337. Management and general expenses 577,461. Fundraising expenses 0. Total expenses 741,798. INOCULATION/ PHYSICAL SERVICES: Program service expenses 10,620. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,620. Form 990, Part XI, line 9: NET ASSET CHANGE- INVESTED IN THE OAKS FOUNDATION 3,313. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S FINANCE/AUDIT COMMITTEE OVERSEES THE AUDIT ON AN ANNUAL BASIS. THIS HAS NOT CHANGED SINCE THE PRIOR RETURN WAS FILED. COPELAND OAKS 715 JOHNSON ROAD SEBRING OH 44672 340941565 PROVIDES INDEPENDENT LIVING, ASSISTED LIVING AND NURSING TO RESIDENTS OH 501(C)(3) 9 0 THE OAKS FOUNDATION 715 JOHNSON ROAD SEBRING OH 44672 341724387 PROVIDES FUNDS TO NOT FOR PROFIT ORGANIZATION OH 501(C)(3) III-FI 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 THE OAKS FOUNDATION INC C 76008 COST BASIS COPELAND OAKS P 2080875 COST BASIS