Nonprofit · EIN 42-0919489
CHRISTIAN RETIREMENT SERVICES INC OAKNOLL RETIREMENT RESIDENCE
Tax-exempt · IOWA CITY, IA 52246
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $28,071,444 | $26,937,237 | $1,134,207 | $123,747,327 | $122,704,650 | $1,042,677 |
| June 30, 2024 | 990 | $26,255,455 | $25,118,421 | $1,137,034 | $121,588,546 | $121,685,275 | -$96,729 |
| June 30, 2023 | 990 | $25,199,676 | $24,138,702 | $1,060,974 | $124,001,523 | $125,229,685 | -$1,228,162 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,063,564
- Program service revenue
- $26,790,476
- Investment income
- $217,404
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $316,072
- Other salaries and wages
- $9,524,452
- Salaries, compensation and benefits (total)
- $12,353,657
- Professional fundraising fees
- $0
- Legal fees
- $12,457
- Accounting fees
- $58,200
- Occupancy
- $2,249,745
- Depreciation
- $4,462,136
- Program services (functional)
- $24,164,977
- Management and general (functional)
- $2,772,260
Balance sheet and other
- Total assets, start of year
- $121,588,546
- Total assets, end of year
- $123,747,327
- Total liabilities, end of year
- $122,704,650
- Net assets, end of year
- $1,042,677
- Land, buildings and equipment
- $113,243,250
- Net assets without donor restrictions
- $1,042,677
- Gross receipts
- $28,071,444
- Employees
- 471
- Volunteers
- 70
- Year formed
- 1964
- State of legal domicile
- IA
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 | Other / benefits |
|---|---|---|---|---|
| STEPHEN J ROE | CEO Officer | 50 | $195,639 | $32,472 |
| DARCY M SANFORD | CFO Officer | 50 | $120,433 | $15,846 |
| RETHA HAAS | COO - IL Highest-paid employee | 40 | $112,532 | $19,478 |
| SARA RUHLMANN | DIRECTOR OF Highest-paid employee | 40 | $109,762 | $19,062 |
| BRUCE TITUS | DIRECTOR OF Highest-paid employee | 40 | $106,070 | $18,508 |
| TOM BENDER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ANN RICKETTS | PAST PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| MARGARET REESE | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN MIMS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JEANNETTE HALL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ROGER DYKSTRA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH RICHARDSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS GOERDT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LIZ SWANSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PETER KABOLI | DIRECTOR Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL VERVAECKE | DIRECTOR Trustee or director | 1 | $0 |
| JOHN MCKINSTRY | DIRECTOR Trustee or director | 1 | $0 |
| CHARLIE NUSSER | DIRECTOR Trustee or director | 1 | $0 |
| RYAN O'LEARY | DIRECTOR Trustee or director | 1 | $0 |
| REBECCA PORTER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHEN J ROE | CEO Officer | 50 | $197,441 | $32,513 |
| KIM BERGEN-JACKSON | ADMINISTRATO Officer | 50 | $133,681 | $24,952 |
| DARCY M SANFORD | CFO Officer | 50 | $118,940 | $13,100 |
| SARA RUHLMANN | DIRECTOR OF Highest-paid employee | 40 | $108,495 | $18,669 |
| BRUCE TITUS | DIRECTOR OF Highest-paid employee | 40 | $102,654 | $17,793 |
| TOM BENDER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SHEILA BOYD | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| JAMES CANTRELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROGER DYKSTRA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS GOERDT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEANNETTE HALL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PETER KABOLI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN MCKINSTRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSAN MIMS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RYAN O'LEARY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REBECCA PORTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARGARET REESE | SECRETARY Trustee or director | 1 | $0 | $0 |
| SARAH RICHARDSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANN RICKETTS | PAST PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| LIZ SWANSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL VERVAECKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHEN J ROE | CEO Officer | 50 | $187,635 | $30,639 |
| KIM BERGEN-JACKSON | ADMINISTRATO Officer | 50 | $123,761 | $22,652 |
| SARA RUHLMANN | DIRECTOR OF Highest-paid employee | 40 | $102,429 | $17,357 |
| DARCY M SANFORD | CFO Officer | 50 | $108,553 | $9,592 |
| TOM BENDER | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| SHEILA BOYD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JAMES CANTRELL | PAST PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| ROGER DYKSTRA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS GOERDT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEANNETTE HALL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PETER KABOLI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN MCKINSTRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSAN MIMS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REBECCA PORTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARGARET REESE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH RICHARDSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANN RICKETTS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| LIZ SWANSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL VERVAECKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 OAKNOLL CT, IOWA CITY, IA 52246-5250
- Principal officer (990 for 2024)
- STEPHEN J ROE, 1 OAKNOLL COURT, IOWA CITY, IA 52246
- Signed the 990
- DARCY M SANFORD, CFO
- Phone
- (319) 351-1720
- Website
- WWW.OAKNOLL.COM
- Return prepared by
- RYUN GIVENS & COMPANY PC
Mission
OAKNOLL'S MISSION IS TO PROVIDE EXCEPTIONAL RETIREMENT LIVING AND HEALTH SERVICES THROUGH LIFECARE.
Program accomplishments
- OAKNOLL PROVIDES SENIOR HOUSING AND RELATED SERVICES THROUGH THE OPERATION OF A LIFECARE LIFE PLAN COMMUNITY. THEY OPERATE 300 INDEPENDENT LIVING UNITS, 39 ASSISTED LIVING UNITS AND A RELATED SKILLED NURSING UNIT WITH 58 NURSING BEDS.Expenses $24,164,977 · revenue $26,790,476
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
- 42-0919489
- 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
- 1966
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $123,747,327
- Income (IRS master file)
- $28,071,444
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $28,071,444 | $26,937,237 | $123,747,327 | XML |
| 990 | June 2024 | $26,255,455 | $25,118,421 | $121,588,546 | XML |
| 990 | June 2023 | $25,199,676 | $24,138,702 | $124,001,523 | XML |
| 990 | June 2022 | $22,752,170 | $22,023,461 | $126,961,425 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 42-0919489).
Questions about CHRISTIAN RETIREMENT SERVICES INC OAKNOLL RETIREMENT RESIDENCE
- What is the EIN of CHRISTIAN RETIREMENT SERVICES INC OAKNOLL RETIREMENT RESIDENCE?
- The employer identification number (EIN) of CHRISTIAN RETIREMENT SERVICES INC OAKNOLL RETIREMENT RESIDENCE is 42-0919489.
- Is CHRISTIAN RETIREMENT SERVICES INC OAKNOLL RETIREMENT RESIDENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to CHRISTIAN RETIREMENT SERVICES INC OAKNOLL RETIREMENT RESIDENCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHRISTIAN RETIREMENT SERVICES INC OAKNOLL RETIREMENT RESIDENCE 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 CHRISTIAN RETIREMENT SERVICES INC OAKNOLL RETIREMENT RESIDENCE 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 CHRISTIAN RETIREMENT SERVICES INC OAKNOLL RETIREMENT RESIDENCE 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 CHRISTIAN RETIREMENT SERVICES INC OAKNOLL RETIREMENT RESIDENCE?
- The 990 for the year ended June 30, 2025 names STEPHEN J ROE.
- Who are the officers and directors of CHRISTIAN RETIREMENT SERVICES INC OAKNOLL RETIREMENT RESIDENCE?
- The 990 for the year ended June 30, 2025 lists 20 people; 5 received compensation from the organization, the highest $195,639 (STEPHEN J ROE, CEO).
- How much revenue does CHRISTIAN RETIREMENT SERVICES INC OAKNOLL RETIREMENT RESIDENCE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $28,071,444, expenses of $26,937,237 and total assets of $123,747,327 at year end.
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