Nonprofit · EIN 42-1363406
OAKNOLL FOUNDATION
Tax-exempt · IOWA CITY, IA 52246
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,437,244 | $1,140,269 | $296,975 | $2,104,943 | $0 | $2,104,943 |
| June 30, 2024 | 990 | $465,942 | $534,044 | -$68,102 | $1,707,399 | $0 | $1,707,399 |
| June 30, 2023 | 990 | $431,514 | $488,198 | -$56,684 | $1,630,094 | $0 | $1,630,094 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,349,468
- Program service revenue
- $0
- Investment income
- $87,776
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,135,279
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,135,279
- Management and general (functional)
- $4,990
Balance sheet and other
- Total assets, start of year
- $1,707,399
- Total assets, end of year
- $2,104,943
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,104,943
- Publicly traded securities
- $1,746,109
- Net assets without donor restrictions
- $1,777,028
- Net assets with donor restrictions
- $327,915
- Gross receipts
- $1,437,244
- Employees
- 0
- Year formed
- 1990
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVE ROE | CEO Officer | 1 | $0 | $195,639 | $32,472 |
| MITCH MEIS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MAGGIE ELLIOTT | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DENNIS DOMSIC | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAM EHLY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATHERINE MOYERS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| VERNE NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANN PARKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK PRIES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARY WESTBROOK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVE ROE | CEO Officer | 1 | $0 | $197,441 | $32,513 |
| DENNIS DOMSIC | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAM EHLY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MAGGIE ELLIOTT | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MITCH MEIS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| VERNE NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANN PARKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK PRIES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SALLY STUTSMAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARY WESTBROOK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVE ROE | CEO Officer | 1 | $0 | $187,635 | $30,639 |
| DENNIS DOMSIC | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAM EHLY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MAGGIE ELLIOTT | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MITCH MEIS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| VERNE NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANN PARKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK PRIES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SALLY STUTSMAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARY WESTBROOK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 OAKNOLL CT, IOWA CITY, IA 52246-5250
- Principal officer (990 for 2024)
- STEVE 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
THE OAKNOLL FOUNDATION PROVIDES FINANCIAL SUPPORT TO OAKNOLL RETIREMENT RESIDENCE TO STRENGTHEN THE OAKNOLL MISSION AND BUILD OAKNOLL'S FUTURE. THIS SUPPORT COMES IN THE FORM OF IMPROVEMENTS TO THE FACILITIES, ACQUISITION OF FURNITURE AND EQUIPMENT, SOCIAL EVENTS FOR RESIDENTS, AND SUPPORT FOR STAFF MEMBERS.
Program accomplishments
- SUPPORT FOR CHRISTIAN RETIREMENT SERVICESExpenses $1,063,564 · grants $1,063,564
- SCHOLARSHIPS WERE AWARDED TO EMPLOYEES WHO WERE ENROLLED IN COLLEGES OR UNIVERSITIESExpenses $71,715 · grants $71,715
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
- 42-1363406
- 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
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,104,943
- Income (IRS master file)
- $1,437,244
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,437,244 | $1,140,269 | $2,104,943 | XML |
| 990 | June 2024 | $465,942 | $534,044 | $1,707,399 | XML |
| 990 | June 2023 | $431,514 | $488,198 | $1,630,094 | XML |
| 990 | June 2022 | $436,718 | $433,928 | $1,581,915 | 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 42-1363406).
Questions about OAKNOLL FOUNDATION
- What is the EIN of OAKNOLL FOUNDATION?
- The employer identification number (EIN) of OAKNOLL FOUNDATION is 42-1363406.
- Is OAKNOLL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to OAKNOLL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAKNOLL 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 OAKNOLL 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 OAKNOLL 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 OAKNOLL FOUNDATION?
- The 990 for the year ended June 30, 2025 names STEVE ROE.
- Who are the officers and directors of OAKNOLL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does OAKNOLL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,437,244, expenses of $1,140,269 and total assets of $2,104,943 at year end.
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