Nonprofit · EIN 38-3646840
OAKLAND ESTATES APARTMENTS INC
Tax-exempt · GOSHEN, IN 46527
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $74,503 | $96,976 | -$22,473 | $650,872 | $27,720 | $623,152 |
| March 31, 2024 | 990 | $70,856 | $104,977 | -$34,121 | $678,789 | $33,164 | $645,625 |
| March 31, 2023 | 990 | $68,808 | $90,197 | -$21,389 | $700,160 | $20,414 | $679,746 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $48,333
- of which government grants
- $48,333
- Program service revenue
- $25,978
- Investment income
- $12
- Other revenue
- $180
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $9,009
- Occupancy
- $29,942
- Travel
- $349
- Depreciation
- $23,000
- Program services (functional)
- $66,840
- Management and general (functional)
- $30,136
Balance sheet and other
- Total assets, start of year
- $678,789
- Total assets, end of year
- $650,872
- Total liabilities, end of year
- $27,720
- Net assets, end of year
- $623,152
- Land, buildings and equipment
- $440,100
- Net assets without donor restrictions
- $623,152
- Gross receipts
- $74,503
- Employees
- 0
- Volunteers
- 17
- Year formed
- 2002
- 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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL KINSEY MD | PHYSICIAN Highest-paid employee | 1 | $0 | $338,234 | $69,019 |
| LAURIE N NAFZIGER | PRESIDENT & CEO Officer | 1 | $0 | $307,771 | $56,350 |
| DAVID TAYLOR MD | PHYSICIAN Highest-paid employee | 1 | $0 | $287,706 | $56,252 |
| MICHAEL PLATT MD | PHYSICIAN Highest-paid employee | 1 | $0 | $278,077 | $58,469 |
| TIMOTHY MCFADDEN MD | PHYSICIAN Highest-paid employee | 1 | $0 | $275,049 | $51,423 |
| SHARESE SWAFFORD | VP OF INTENSIVE SERVICES Highest-paid employee | 1 | $0 | $268,992 | $51,079 |
| JOSEPH BARKMAN | CFO Officer | 1 | $0 | $144,763 | $31,049 |
| SARAH PATURALSKI | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| CHRISTOPHER KARAM | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MARION FULCE | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JULIE VELDMAN HARRIS | ASSISTANT SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| KEN HOCHSTETLER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MIKE YODER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DARRYL RIEGSECKER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ESLEEN FULTZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF SIEGEL | DIRECTOR Trustee or director | 0.5 | $0 |
| KIMBERLY GREEN REEVES | DIRECTOR Trustee or director | 0.5 | $0 |
| BRAD ROGERS | DIRECTOR Trustee or director | 0.5 | $0 |
| LISA WINE | DIRECTOR Trustee or director | 0.5 | $0 |
| ANDY MARSHALL | DIRECTOR Trustee or director | 0.5 | $0 |
| BRYAN TANNER | DIRECTOR Trustee or director | 0.5 | $0 |
| JASON SCHULTZ | DIRECTOR Trustee or director | 0.5 | $0 |
| JESSICA BROOKSHIRE | DIRECTOR Trustee or director | 0.5 | $0 |
| KORY VITANGELI | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended March 31, 2024: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL KINSEY MD | PHYSICIAN Highest-paid employee | 1 | $0 | $320,345 | $65,911 |
| LAURIE N NAFZIGER | PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $289,212 | $52,409 |
| MICHAEL PLATT MD | PHYSICIAN Highest-paid employee | 1 | $0 | $276,731 | $57,388 |
| SHARESE SWAFFORD | VP OF INTENSIVE SERVICES Highest-paid employee | 1 | $0 | $277,438 | $51,563 |
| TIMOTHY MCFADDEN MD | PHYSICIAN Highest-paid employee | 1 | $0 | $268,521 | $49,847 |
| DAVID TAYLOR MD | PHYSICIAN Highest-paid employee | 1 | $0 | $235,994 | $47,209 |
| JOSEPH BARKMAN | CFO Trustee or director, Officer | 1 | $0 | $146,267 | $33,592 |
| SARAH PATURALSKI | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| KEN HOCHSTETLER | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MIKE YODER | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| CHRISTOPHER KARAM | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MARION FULCE | ASSISTANT SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ROBERT SHREINER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DARRYL RIEGSECKER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ESLEEN FULTZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JANILYN BROUWER DAUB | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JEFF SIEGEL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| KIMBERLY GREEN REEVES | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| BRAD ROGERS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| LISA WINE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ANDY MARSHALL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| BRYAN TANNER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JULIE VELDMAN HARRIS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JASON SCHULTZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended March 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL KINSEY MD | PHYSICIAN Highest-paid employee | 1 | $0 | $328,011 | $64,895 |
| MICHAEL PLATT MD | PHYSICIAN Highest-paid employee | 1 | $0 | $284,248 | $58,918 |
| LAURIE N NAFZIGER | PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $285,709 | $47,731 |
| TIMOTHY MCFADDEN MD | PHYSICIAN Highest-paid employee | 1 | $0 | $254,632 | $51,386 |
| SHARESE SWAFFORD | VP OF INTENSIVE SERVICES Highest-paid employee | 1 | $0 | $248,354 | $48,198 |
| LARISSA CHISM BUGGS MD | PHYSICIAN Highest-paid employee | 1 | $0 | $240,559 | $40,223 |
| JOSEPH BARKMAN | CFO Trustee or director, Officer | 1 | $0 | $139,412 | $33,033 |
| SARAH PATURALSKI | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| KEN HOCHSTETLER | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MIKE YODER | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| CHRISTOPHER KARAM | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MARION FULCE | ASSISTANT SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JAY CAPONIGRO | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ROBERT SHREINER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ADRIANA GARCIA BONTREGER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DARRYL RIEGSECKER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ESLEEN FULTZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JANILYN BROUWER DAUB | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JEFF SIEGEL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| KIMBERLY GREEN REEVES | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| TRISH HANKILA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| BRAD ROGERS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| LISA WINE | DIRECTOR 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 NAFZIGER, PO BOX 809, GOSHEN, IN 46527
- Signed the 990
- KIMBERLY PENDZINSKI, CFO
- Phone
- (574) 237-6000
- Return prepared by
- DAUBY O'CONNOR & ZALESKI LLC
Mission
OAKLAND ESTATES APARTMENTS, INC. IS AN INDIANA NOT-FOR-PROFIT CORPORATION AND WAS ORGANIZED TO CONSTRUCT, OWN AND OPERATE A 12 UNIT APARTMENT COMMUNITY IN ELKHART, INDIANA, KNOWN AS OAKLAND ESTATES APARTMENTS. IT WAS ORGANIZED PURSUANT TO SECTION 811 OF THE NATIONAL HOUSING ACT, AS AMENDED. THE CORPORATION HAS EXECUTED A REGULATORY AGREEMENT WITH HUD WHICH GOVERNS THE OPERATION OF THE PROJECT WITH THE FEDERAL HOUSING ADMINISTRATION (FHA) SECTION OF HUD. THE CORPORATION HAS ALSO ENTERED INTO A PROJECT RENTAL ASSITANCE CONTRACT (PRAC) WITH HUD. THE PRAC CONTRACT IS A RENT ASSISTANCE PROGRAM FOR LOW-INCOME FAMILIES OR PERSONS AS PROVIDED BY THE SECTION 8 PROGRAM OF THE NATIONAL HOUSING ACT.
Program accomplishments
- OAKLAND ESTATES APARTMENTS, INC. IS AN INDIANA NOT-FOR-PROFIT CORPORATION AND WAS ORGANIZED TO CONSTRUCT, OWN AND OPERATE A 12 UNIT APARTMENT COMMUNITY IN ELKHART, INDIANA, KNOWN AS OAKLAND ESTATES APARTMENTS. IT WAS ORGANIZED PURSUANT TO SECTION 811 OF THE NATIONAL HOUSING ACT, AS AMENDED. THE CORPORATION HAS EXECUTED A REGULATORY AGREEMENT WITH HUD WHICH GOVERNS THE OPERATION OF THE PROJECT WITH THE FEDERAL HOUSING ADMINISTRATION (FHA) SECTION OF HUD. THE CORPORATION HAS ALSO ENTERED INTO A PROJECT RENTAL ASSITANCE CONTRACT (PRAC) WITH HUD. THE PRAC CONTRACT IS A RENT ASSISTANCE PROGRAM FOR LOW-INCOME FAMILIES OR PERSONS AS PROVIDED BY THE SECTION 8 PROGRAM OF THE NATIONAL HOUSING ACT.Expenses $66,840 · revenue $25,978
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 | Not 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
- 38-3646840
- 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
- 2007
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L20)
- Assets (IRS master file)
- $650,872
- Income (IRS master file)
- $74,503
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $74,503 | $96,976 | $650,872 | XML |
| 990 | March 2024 | $70,856 | $104,977 | $678,789 | XML |
| 990 | March 2023 | $68,808 | $90,197 | $700,160 | XML |
| 990 | March 2022 | $73,282 | $109,360 | $724,653 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | 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 38-3646840).
Questions about OAKLAND ESTATES APARTMENTS INC
- What is the EIN of OAKLAND ESTATES APARTMENTS INC?
- The employer identification number (EIN) of OAKLAND ESTATES APARTMENTS INC is 38-3646840.
- Is OAKLAND ESTATES APARTMENTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to OAKLAND ESTATES APARTMENTS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAKLAND ESTATES APARTMENTS 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 OAKLAND ESTATES APARTMENTS INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAKLAND ESTATES APARTMENTS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of OAKLAND ESTATES APARTMENTS INC?
- The 990 for the year ended March 31, 2025 names LAURIE NAFZIGER.
- Who are the officers and directors of OAKLAND ESTATES APARTMENTS INC?
- The 990 for the year ended March 31, 2025 lists 24 people; 0 received compensation from the organization.
- How much revenue does OAKLAND ESTATES APARTMENTS INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $74,503, expenses of $96,976 and total assets of $650,872 at year end.
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