Nonprofit · EIN 34-1724387
OAKS FOUNDATION
Tax-exempt · SEBRING, OH 44672
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $904,607 | $934,823 | -$30,216 | $7,631,410 | $73,294 | $7,558,116 |
| June 30, 2024 | 990 | $941,017 | $867,019 | $73,998 | $7,118,897 | $48,535 | $7,070,362 |
| June 30, 2023 | 990 | $674,126 | $1,093,003 | -$418,877 | $6,425,751 | $63,293 | $6,362,458 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $440,108
- Program service revenue
- $0
- Investment income
- $453,600
- Net gain from sales of assets
- $253,866
- Net income from fundraising events
- $10,899
- Other revenue
- $10,899
Expenses
- Grants and similar amounts paid
- $879,850
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,618
- Program services (functional)
- $879,850
- Management and general (functional)
- $49,144
- Fundraising (functional)
- $5,829
Balance sheet and other
- Total assets, start of year
- $7,118,897
- Total assets, end of year
- $7,631,410
- Total liabilities, end of year
- $73,294
- Net assets, end of year
- $7,558,116
- Publicly traded securities
- $7,260,537
- Net assets without donor restrictions
- $6,393,474
- Net assets with donor restrictions
- $1,164,642
- Gross receipts
- $2,516,351
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1993
- State of legal domicile
- OH
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID DAVE MANNION | PRESIDENT Trustee or director, Officer | 4 | $0 | $211,953 | $26,868 |
| ANDREW ESTOCK | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| RUSSEL KIKO | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| LYNNE BIERY | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ASHLEY SHEFFIELD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| GREG NEW | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA GENTILE | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 20 | $0 | $111,536 | $9,984 |
| DAVID DAVE MANNION | PRESIDENT Officer | 4 | $0 | $20,130 | $2,168 |
| ASHLEY SHEFFIELD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| GREG NEW | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ANDREW ESTOCK | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| RUSSEL KIKO | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| LYNNE BIERY | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA GENTILE | ADMINISTRATOR Trustee or director, Officer | 40 | $0 | $107,215 | $9,201 |
| DAVID DAVE MANNION | PRESIDENT Trustee or director, Officer | 4 | $0 | $18,385 | $2,061 |
| ANDREW ESTOCK | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RUSSEL KIKO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ASHLEY SHEFFIELD | DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GREG NEW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LYNNE BIERY | TREASURER Trustee or director | 1 | $0 | $0 | $0 |
| RANDY ROOSE | ADMINISTRATOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 715 S JOHNSON RD, SEBRING, OH 44672-1709
- Principal officer (990 for 2024)
- DAVID MANNION, 715 S JOHNSON ROAD, SEBRING, OH 446721709
- Signed the 990
- DAVID MANNION, CEO/CFO
- Phone
- (330) 938-6126
- Return prepared by
- REA & ASSOCIATES INC
Mission
FUNDS DISTRIBUTED TO NON-PROFIT ORGANIZATIONS TO PROVIDE HOUSING, HEALTH CARE & MEDICAL SERVICES FOR A RETIREMENT COMMUNITY.
Program accomplishments
- FUNDS DISTRIBUTED TO NOT FOR PROFIT ORGANIZATIONS TO PROVIDE HOUSING, HEALTH CARE, AND MEDICAL SERVICE FOR A RETIREMENT COMMUNITY.Expenses $879,850 · grants $879,850
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 34-1724387
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $7,631,410
- Income (IRS master file)
- $2,516,351
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $904,607 | $934,823 | $7,631,410 | IRS |
| 990 | June 2024 | $941,017 | $867,019 | $7,118,897 | IRS |
| 990 | June 2023 | $674,126 | $1,093,003 | $6,425,751 | XML |
| 990 | June 2022 | $728,406 | $576,216 | $6,499,256 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 34-1724387).
Questions about OAKS FOUNDATION
- What is the EIN of OAKS FOUNDATION?
- The employer identification number (EIN) of OAKS FOUNDATION is 34-1724387.
- Is OAKS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to OAKS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does OAKS FOUNDATION 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 OAKS FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAKS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OAKS FOUNDATION?
- The 990 for the year ended June 30, 2025 names DAVID MANNION.
- Who are the officers and directors of OAKS FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does OAKS FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $904,607, expenses of $934,823 and total assets of $7,631,410 at year end.
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