Nonprofit · EIN 35-6060037
OAKLAWN FOUNDATION FOR MENTAL HEALTH INC
Tax-exempt · GOSHEN, IN 46527
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $919,804 | $958,896 | -$39,092 | $5,748,206 | $385,830 | $5,362,376 |
| June 30, 2024 | 990 | $1,644,338 | $810,840 | $833,498 | $5,426,551 | $230,911 | $5,195,640 |
| June 30, 2023 | 990 | $778,888 | $1,688,125 | -$909,237 | $4,290,017 | $183,082 | $4,106,935 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $834,281
- Program service revenue
- $0
- Investment income
- $147,356
- Net gain from sales of assets
- $27,993
- Net income from fundraising events
- -$61,833
- Other revenue
- -$61,833
Expenses
- Grants and similar amounts paid
- $952,495
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $952,495
- Fundraising (functional)
- $6,401
Balance sheet and other
- Total assets, start of year
- $5,426,551
- Total assets, end of year
- $5,748,206
- Total liabilities, end of year
- $385,830
- Net assets, end of year
- $5,362,376
- Publicly traded securities
- $3,067,947
- Net assets without donor restrictions
- $2,130,717
- Net assets with donor restrictions
- $3,231,659
- Gross receipts
- $4,056,072
- Employees
- 0
- Volunteers
- 40
- Year formed
- 1966
- State of legal domicile
- IN
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 |
|---|---|---|---|---|---|
| LAURIE NAFZIGER | CEO/BOARD MEMBER Trustee or director, Officer | 0.5 | $0 | $324,570 | $56,350 |
| KARI TARMAN | EXEC. DIRECTOR Officer | 24 | $0 | $66,617 | $20,457 |
| JOHN VERMEESCH | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| LUCAS LANDIS | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| SUSAN BARTUSH | BOARD SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MINDA CLEMENS THOMAS | VICE CHAIR Trustee or director | 0.5 | $0 | $0 | $0 |
| ANGELA EGGERING | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| JASON HERTEL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| CRAIG HEATHERLY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| MICHELLE PETERS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| CHAD STOLTZFUS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| DONALD STOHLER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| PHIL TOM | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| JOSEPH THOMPSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| LYNN MORRIS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATTY YATES | BOARD MEMBER PARTIAL TERM Trustee or director | 0.5 | $0 |
| GLENN STUTZMAN | BOARD MEMBER PARTIAL TERM Trustee or director | 0.5 | $0 |
| MARISSA ODOM | BOARD MEMBER PARTIAL TERM Trustee or director | 0.5 | $0 |
| GEORGE NICKELL | BOARD MEMBER PARTIAL TERM Trustee or director | 0.5 | $0 |
| CHRISTINA CLAUSS | BOARD MEMBER PARTIAL TERM Trustee or director | 0.5 | $0 |
| BETH WEBER | BOARD MEMBER (PARTIAL TERM BEG FY25) Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LAURIE NAFZIGER | CEO/BOARD MEMBER Trustee or director, Officer | 0.5 | $0 | $289,212 | $52,409 |
| KARI TARMAN | EXEC. DIRECTOR Officer | 24 | $0 | $66,617 | $20,459 |
| LYNN MORRIS | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| LUCAS LANDIS | VICE PRES. & TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| SUSAN BARTUSH | BOARD SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| CHRISTINA CLAUSS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| MINDA CLEMENS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| ANGELA EGGERING | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| JASON HERTEL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| CRAIG HEATHERLY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| GEORGE NICKELL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| MARISSA ODOM | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| MICHELLE PETERS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| CHAD STOLTZFUS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| DON STOHLER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| GLENN STUTZMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| PHIL TOM | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| JOSEPH THOMPSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| JOHN VERMEESCH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| PATTY YATES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| LISA ANDERSON | BOARD MEMBER PARTIAL TERM Trustee or director | 0.5 | $0 | $0 | $0 |
| DAVID ZWIER | BOARD MEMBER PARTIAL TERM Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LAURIE NAFZIGER | CEO/BOARD MEMBER Trustee or director, Officer | 0.5 | $0 | $285,709 | $47,731 |
| KARI TARMAN | EXEC. DIRECTOR Officer | 24 | $0 | $70,340 | $23,700 |
| LYNN MORRIS | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| LUCAS LANDIS | VICE PRES. & TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| SUSAN BARTUSH | BOARD SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| LISA ANDERSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| CHRISTINA CLAUSS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| MINDA CLEMENS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| ANGELA EGGERING | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| JASON HERTEL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| CRAIG HEATHERLY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| GEORGE NICKELL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| MARISSA ODOM | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| MICHELLE PETERS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| CHAD STOLTZFUS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| DON STOHLER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| GLENN STUTZMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| PHIL TOM | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| JOSEPH THOMPSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| JOHN VERMEESCH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| PATTY YATES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| DAVID ZWIER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 809, GOSHEN, IN 46527-0809
- Principal officer (990 for 2024)
- LAURIE N NAFZIGER, PO BOX 809, GOSHEN, IN 46527
- Signed the 990
- LAURIE N NAFZIGER, CEO
- Phone
- (574) 533-1234
- Website
- WWW.OAKLAWN.ORG
- Return prepared by
- BLUE & CO LLC
Mission
TO PROVIDE COMMUNITY AWARENESS OF THE NEEDS OF THE MENTALLY ILL AND TO PROVIDE EDUCATIONAL AND FINANCIAL SUPPORT FOR THE PROGRAMS AND SERVICES OF ITS AFFILIATE, OAKLAWN PSYCHIATRIC CENTER, INC.
Program accomplishments
- THE FOUNDATION GRANTED A TOTAL OF $952,495 TO THE OPERATIONAL SUPPORT OF ITS AFFILIATE, OAKLAWN PSYCHIATRIC CENTER, INC. INCLUDING THE FOLLOWING:OTHER PROGRAM SUPPORT: $597,608CAMP MARIPOSA: $138,898PARTNERSHIP FOR CHILDREN: $173,784SYSTEM OF CARE: $42,205Expenses $952,495 · grants $952,495
- THE ORGANIZATION SEEKS TO BUILD AWARENESS AND BRING RESOURCES TO THE COMMUNITY BY ASSISTING IN THE FUNDING AND ORGANIZING OF COMMUNITY LEARNING EVENTS. DURING THE PAST YEAR THE EVENT INCLUDED THE FOLLOWING:SPRING EVENT OAKLAWN'S GOT TALENT
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
- 35-6060037
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1966
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,748,206
- Income (IRS master file)
- $4,056,072
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $919,804 | $958,896 | $5,748,206 | XML |
| 990 | June 2024 | $1,644,338 | $810,840 | $5,426,551 | IRS |
| 990 | June 2023 | $778,888 | $1,688,125 | $4,290,017 | XML |
| 990 | June 2022 | $1,816,783 | $658,008 | $4,944,820 | 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 35-6060037).
Questions about OAKLAWN FOUNDATION FOR MENTAL HEALTH INC
- What is the EIN of OAKLAWN FOUNDATION FOR MENTAL HEALTH INC?
- The employer identification number (EIN) of OAKLAWN FOUNDATION FOR MENTAL HEALTH INC is 35-6060037.
- Is OAKLAWN FOUNDATION FOR MENTAL HEALTH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to OAKLAWN FOUNDATION FOR MENTAL HEALTH INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAKLAWN FOUNDATION FOR MENTAL HEALTH INC 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 OAKLAWN FOUNDATION FOR MENTAL HEALTH INC 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 OAKLAWN FOUNDATION FOR MENTAL HEALTH INC 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 OAKLAWN FOUNDATION FOR MENTAL HEALTH INC?
- The 990 for the year ended June 30, 2025 names LAURIE N NAFZIGER.
- Who are the officers and directors of OAKLAWN FOUNDATION FOR MENTAL HEALTH INC?
- The 990 for the year ended June 30, 2025 lists 21 people; 0 received compensation from the organization.
- How much revenue does OAKLAWN FOUNDATION FOR MENTAL HEALTH INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $919,804, expenses of $958,896 and total assets of $5,748,206 at year end.
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