Nonprofit · EIN 20-4481177
PRESBYTERIAN OAKS III INCORPORATED
Tax-exempt · TALLADEGA, AL 35160
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $183,977 | $201,231 | -$17,254 | $1,281,048 | $1,987,904 | -$706,856 |
| March 31, 2025 | 990 | $179,185 | $201,452 | -$22,267 | $1,300,467 | $1,990,069 | -$689,602 |
| March 31, 2024 | 990 | $161,289 | $201,876 | -$40,587 | $1,323,142 | $1,990,477 | -$667,335 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $183,692
- Investment income
- $285
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $22,040
- Salaries, compensation and benefits (total)
- $26,478
- Professional fundraising fees
- $0
- Legal fees
- $61
- Accounting fees
- $7,364
- Occupancy
- $24,326
- Depreciation
- $49,712
- Program services (functional)
- $173,360
- Management and general (functional)
- $27,871
Balance sheet and other
- Total assets, start of year
- $1,300,467
- Total assets, end of year
- $1,281,048
- Total liabilities, end of year
- $1,987,904
- Net assets, end of year
- -$706,856
- Land, buildings and equipment
- $1,109,423
- Net assets without donor restrictions
- -$706,856
- Gross receipts
- $183,977
- Employees
- 0
- Year formed
- 2006
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR JIMMY DAVIS | PRESIDENT Trustee or director, Officer | – | $0 |
| CATHE JACOBS | BOARD MEMBER Trustee or director | – | $0 |
| DR ANNA DAVIS | BOARD MEMBER Trustee or director | – | $0 |
| LEANN SCARBROUGH | BOARD MEMBER Trustee or director | – | $0 |
| DALE WALLER | BOARD MEMBER Trustee or director | – | $0 |
| MILLIE CHASTAIN | BOARD MEMBER Trustee or director | – | $0 |
| JACQUELINE D GRAVES | BOARD MEMBER Trustee or director | – | $0 |
| KATHRYN HIGHFIELD | BOARD MEMBER Trustee or director | – | $0 |
990 for the year ended March 31, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR JIMMY DAVIS | PRESIDENT Trustee or director, Officer | 5 | $0 |
| CATHE JACOBS | BOARD MEMBER Trustee or director | 0 | $0 |
| DEDE ELLIOT | BOARD MEMBER Trustee or director | 0 | $0 |
| LEANN SCARBROUGH | BOARD MEMBER Trustee or director | 0 | $0 |
| DALE WALLER | BOARD MEMBER Trustee or director | 0 | $0 |
| MILLIE CHASTAIN | BOARD MEMBER Trustee or director | 0 | $0 |
990 for the year ended March 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR JIMMY DAVIS | PRESIDENT Trustee or director | 0 | $0 |
| CATHE JACOBS | DIRECTOR Trustee or director | 0 | $0 |
| DEDE ELLIOT | DIRECTOR Trustee or director | 0 | $0 |
| LEANN SCARBROUGH | DIRECTOR Trustee or director | 0 | $0 |
| DALE WALLER | DIRECTOR Trustee or director | 0 | $0 |
| MILLIE CHASTAIN | DIRECTOR Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 23 IRONATON RD, TALLADEGA, AL 35160-5033
- In care of
- % JIMMY DAVIS
- Principal officer (990 for 2025)
- DR JIMMY DAVIS, 23 IRONATON RD, TALLADEGA, AL 35160
- Signed the 990
- DR JIMMY DAVIS, PRESIDENT
- Phone
- (205) 930-1020
- Return prepared by
- LENAHAN SMITH & BARGIACHI PC
Mission
TO PROVIDE LOW INCOME HOUSING OPPORTUNITIES FOR THE ELDERLY POPULATION OF TALLADEGA, ALABAMA.
Program accomplishments
- PROVIDED LOW INCOME HOUSING OPPORTUNITES FOR THE ELDERLY POPULATION OF TALLADEGA, ALABAMA.Expenses $173,360 · revenue $183,977
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 20-4481177
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2006
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $1,281,048
- Income (IRS master file)
- $183,977
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $183,977 | $201,231 | $1,281,048 | XML |
| 990 | March 2025 | $179,185 | $201,452 | $1,300,467 | XML |
| 990 | March 2024 | $161,289 | $201,876 | $1,323,142 | XML |
| 990 | March 2023 | $153,700 | $194,929 | $1,362,280 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4481177).
Questions about PRESBYTERIAN OAKS III INCORPORATED
- What is the EIN of PRESBYTERIAN OAKS III INCORPORATED?
- The employer identification number (EIN) of PRESBYTERIAN OAKS III INCORPORATED is 20-4481177.
- Is PRESBYTERIAN OAKS III INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to PRESBYTERIAN OAKS III INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PRESBYTERIAN OAKS III INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PRESBYTERIAN OAKS III INCORPORATED due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PRESBYTERIAN OAKS III INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of PRESBYTERIAN OAKS III INCORPORATED?
- The 990 for the year ended March 31, 2026 names DR JIMMY DAVIS.
- Who are the officers and directors of PRESBYTERIAN OAKS III INCORPORATED?
- The 990 for the year ended March 31, 2026 lists 8 people; 0 received compensation from the organization.
- How much revenue does PRESBYTERIAN OAKS III INCORPORATED have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $183,977, expenses of $201,231 and total assets of $1,281,048 at year end.
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