2016-02-02T16:56:34-06:00 2015-06-30 341310124 REA & ASSOCIATES INC 212 N WASHINGTON STREET MILLERSBURG OH 44654 990 2014-07-01 341289433 CRANDALL MEDICAL CENTER CRAN 3309381050 800 SOUTH 15TH STREET SEBRING OH 44672 DAVE MANNION CFO/CONTROLLER 3309381050 2016-02-02 1 CHRIS ROUSH CPA P00100273 3306746055 2016-02-02 2014 2016-04-25 22:37:26Z DAVE MANNION 800 SOUTH 15TH STREET SEBRING OH 44672 15123097 0 X N/A X 1979 OH PROVIDE INDEPENDENT LIVING, ASSISTED LIVING AND SKILLED NURSING TO RESIDENTS. 11 11 342 50 0 0 8275 147640 14694737 14960384 779 180 0 14893 14703791 15123097 0 0 0 0 8517577 8742738 0 0 0 6280745 6121466 14798322 14864204 -94531 258893 3534651 3676058 1656730 1596008 1877921 2080050 X PROVIDE INDEPENDENT LIVING, ASSISTED LIVING AND SKILLED NURSING TO RESIDENTS. 0 0 9435917 14942940 MEDICAL SERVICES AND SUPPLIES PROVIDED TO THE RESIDENTS 1395893 0 DIETARY SERVICES PROVIDED TO RESIDENTS 785886 0 FACILITIES PROVIDED TO THE RESIDENTS 798433 32337 HOUSEKEEPING & LAUNDRY PROVIDED TO RESIDENTS 798433 32337 12416129 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 342 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X DAVE MANNION 3309381050 800 SOUTH 15TH STREET SEBRING OH 44672 REV ROBERT AMEY DIRECTOR 1.00 0.00 X 0 0 0 J LYNNE BIERY DIRECTOR 1.00 0.00 X 0 0 0 DOLORES CAMPBELL 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 PAUL BAILEY PRESIDENT 1.00 0.00 X X 0 0 0 JOHN SCARPITTI VICE PRESIDENT 1.00 0.00 X X 0 0 0 DANIEL GRIFFITH TREASURER 1.00 0.00 X X 0 0 0 BRUCE SLAGLE SECRETARY 1.00 0.00 X X 0 0 0 PHIL BRAISTED EXECUTIVE DIRECTOR 40.00 0.00 X 0 149723 15410 DAVE MANNION CONTROLLER 40.00 0.00 X 0 102443 15410 0 252166 30820 0 0 1 0 0 147640 147640 RESIDENT CARE/MEDICARE/MEDICAID 623000 8229338 8229338 MONTHLY CARE FUND 623000 6713602 6713602 LAUNDRY SERVICES 623000 17444 17444 14960384 180 180 OTHER INCOME 623000 14893 14893 14893 15123097 14975277 0 180 6830181 6438587 391594 1254974 1121866 133108 657583 629213 28370 32782 490 32292 40679 40679 1154870 1151090 3780 279151 279151 24423 22299 2124 169676 169676 1123864 1123864 PURCHASED MEALS 1256336 1256336 PURCHASED SERVICES 818380 272945 545435 SUPPLIES 640281 595429 44852 PRESCRIPTION DRUGS 284319 284319 296705 194728 101977 14864204 12416129 2448075 0 592741 524562 2581 2581 1203859 1425053 47052 81921 9430141 8218054 1254344 1212087 434074 377310 0 52544 3534651 3676058 1297215 1232037 359515 363971 1656730 1596008 X 1443847 1702740 418914 362130 15160 15180 1877921 2080050 3534651 3676058 X 258893 -56764 X X 0 1 X 1 0 X 295670 108534 89196 8275 147640 649315 295670 108534 89196 8275 147640 649315 649315 40195 26956 21797 779 180 89907 739222 72932515 0.87840 0.84680 X 0.41570 0.00200 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44000 44000 7289454 6434988 854466 229034 216702 12332 916535 774540 141995 951118 791824 159294 1212087 INVESTMENT IN NET ASSETS OF THE OAKS FOUNDATION 377310 C 377310 RELATED PARTY PAYABLES 363971 363971 X 15038335 -56764 -56764 15095099 27998 27998 15123097 14836206 0 14836206 27998 27998 14864204 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. IN GENERAL, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS JUNE 30, 2012 AND PRIOR. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INVESTMENT OF THE OAKS FOUNDATION REPORTED ON 990, PAGE 12, LINE 9 -56,764. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENDITURES DONATED BY THE OAKS FOUNDATION 27,998. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENDITURES DONATED BY THE OAKS FOUNDATION 27,998. X X 0 0 0 0 0 0 0 0 0 PHIL BRAISTED EXECUTIVE DIRECTOR 0 149723 0 0 0 0 0 0 0 15410 0 165133 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF FORM 990 IS GIVEN TO ALL BOARD MEMBERS FOR REVIEW. 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 THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES ARE 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 VI, SECTION B, LINE 11 A COPY OF FORM 990 IS GIVEN TO ALL BOARD MEMBERS FOR REVIEW. 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 THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES ARE REVIEWED AT THE ANNUAL BOARD MEETING AND A SALARY SURVEY IS DONE PERIODICALLY. FORM 990, PART XI, LINE 9: NET ASSETS CHANGE INVESTED IN OAKS -56,764. FORM 990, PART VI, SECTION B, LINE 12C THE FINANCE/AUDIT COMMITTEE OVERSEES THE AUDIT ON AN ANNUAL BASIS COPELAND OAKS 800 SOUTH 15TH STREET SEBRING OH 44672 340941565 PROVIDES INDEPENDENT LIVING, ASSISTED LIVING AND NURSING TO RESIDENTS OH 501(C)(3) 9 0 THE OAKS FOUNDATION 800 SOUTH 15TH STREET 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 147640 ACTUAL COPELAND OAKS P 2055457 ACTUAL