2026-01-28T12:39:20-05:00 2025-06-30 871438555 RYUN GIVENS & COMPANY PC 2900 100TH ST STE 303 URBANDALE IA 503223855 990 2024-07-01 421363406 THE OAKNOLL FOUNDATION OAKN 3193511720 1 OAKNOLL COURT IOWA CITY IA 52246 DARCY M SANFORD CFO 3193511720 2026-01-26 true false KATHY A FRENCH P02443093 5152253141 2026-01-26 2024 2025-03-06 01:10:19Z STEVE ROE 1 OAKNOLL COURT IOWA CITY IA 52246 1437244 false X WWW.OAKNOLL.COM X 1990 IA 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. 9 9 0 0 416090 1349468 0 49852 87776 0 465942 1437244 518301 1135279 0 0 0 0 15743 4990 534044 1140269 -68102 296975 1707399 2104943 0 1707399 2104943 X 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. false false 1063564 1063564 SUPPORT FOR CHRISTIAN RETIREMENT SERVICES 71715 71715 SCHOLARSHIPS WERE AWARDED TO EMPLOYEES WHO WERE ENROLLED IN COLLEGES OR UNIVERSITIES 1135279 true true false false false false false false false false false false false false false true false true false false false false false false false false false true true true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false X 9 9 false false false false false true false true true false false true true true true true true false false false X DARCY M SANFORD 3193511720 1 OAKNOLL COURT IOWA CITY IA 52246 MITCH MEIS PRESIDENT 1.00 X X 0 0 0 MAGGIE ELLIOTT VICE PRESIDE 1.00 X X 0 0 0 DENNIS DOMSIC TREASURER 1.00 X X 0 0 0 PAM EHLY SECRETARY 1.00 X X 0 0 0 KATHERINE MOYERS DIRECTOR 1.00 X 0 0 0 VERNE NELSON DIRECTOR 1.00 X 0 0 0 ANN PARKER DIRECTOR 1.00 X 0 0 0 MARK PRIES DIRECTOR 1.00 X 0 0 0 MARY WESTBROOK DIRECTOR 1.00 X 0 0 0 STEVE ROE CEO 1.00 50.00 X 0 195639 32472 195639 32472 false true false 1349468 1349468 87776 87776 1437244 87776 1063564 1063564 71715 71715 MISCELLANEOUS 4822 4822 BANK FEES 168 168 1140269 1135279 4990 0 132971 358834 1574428 1746109 1707399 2104943 0 0 X 1510945 1777028 196454 327915 1707399 2104943 1707399 2104943 296975 100569 X false true X true false X X 1 CHRISTIAN RETIREMENT SERVICES INC CHRISTIAN RETIREMENT SERVICES INC 420919489 10 true 1063564 0 1 1063564 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X SCHEDULE D, PAGE 3, PART X THE INTERNAL REVENUE SERVICE HAS DEEMED THAT CHRISTIAN RETIREMENT SERVICES, INC. AND THE FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3). OAKNOLL WEST IS A DISREGARDED ENTITY FOR TAX PURPOSES. THE ORGANIZATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT HAS EVALUATED ITS MATERIAL TAX POSITIONS AND DETERMINED THAT THERE ARE NO INCOME TAX EFFECTS WITH RESPECT TO ITS FINANCIAL STATEMENTS. THE ORGANIZATION HAS NOT BEEN NOTIFIED OF ANY IMPENDING EXAMINATION BY TAX AUTHORITIES AND NO EXAMINATIONS ARE CURRENTLY IN PROCESS. false CHRISTIAN RETIREMENT SERVICES 1 OAKNOLL COURT IOWA CITY IA 52246 420919489 501C3 1063564 N/A N/A IMPROVEMENTS SCHOLARSHIPS 53 71715 FMV false false false false false false false false false STEVE ROE CEO 195639 29346 3126 228111 FORM 990 - ORGANIZATION'S 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. FORM 990, PAGE 6, PART VI, LINE 7A THE OAKNOLL FOUNDATION BOARD OF DIRECTORS IS APPOINTED BY THE BOARD OF DIRECTORS OF CHRISTIAN RETIREMENT SERVICES, INC., A RELATED ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT OF THE 990 IS GIVEN TO EACH BOARD MEMBER FOR THEIR REVIEW APPROXIMATELY ONE MONTH BEFORE IT IS DUE. BOARD MEMBERS ARE ASKED TO REVIEW THE 990, ASK ANY QUESTIONS THEY HAVE, AND SUGGEST CHANGES. ANY SUGGESTED CHANGES ARE NOTED AND DISTRIBUTED VIA E-MAIL TO ALL BOARD MEMBERS. THESE SUGGESTED CHANGES ARE THEN MADE PRIOR TO FILING THE 990. THE FINAL FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS VIA E-MAIL PRIOR TO FILING WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED IN THE FIRST BOARD MEETING OF THE YEAR. BOARD MEMBERS COMPLETE A FORM THAT DOCUMENTS ALL ORGANIZATIONS WITH WHICH THEY ARE AFFILIATED. ANY POTENTIAL CONFLICTS ARE IDENTIFIED. IF ANY CONFLICTS ARE IDENTIFIED, THE BOARD MEMBER IS RECUSED FROM PARTICIPATING IN THE CONVERSATION AND VOTE PERTAINING TO ANY RELATED BUSINESS TRANSACTION. FORM 990, PAGE 6, PART VI, LINE 19 COPIES OF ALL DOCUMENTS ARE AVAILABLE UPON REQUEST CHRISTIAN RETIREMENT SERVICES 1 OAKNOLL COURT IOWA CITY IA 52246 420919489 LTC IA 501C3 10 NA false false true false false false false false false false false false false false false false false false false false CHRISTIAN RETIREMENT SERVICES B 1063564 CASH