Nonprofit · EIN 86-0575242
OAKWOOD CREATIVE CARE INC
Tax-exempt · MESA, AZ 85207
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,386,118 | $3,128,991 | $257,127 | $3,644,968 | $2,968,426 | $676,542 |
| June 30, 2024 | 990 (amended) | $3,820,766 | $3,163,874 | $656,892 | $2,058,124 | $1,638,709 | $419,415 |
| June 30, 2023 | 990 | $2,220,897 | $2,354,985 | -$134,088 | $1,479,299 | $1,684,040 | -$204,741 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,850,289
- of which government grants
- $463,361
- Program service revenue
- $1,488,628
- Investment income
- $2,742
- Net income from fundraising events
- $28,026
- Other revenue
- $44,459
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $580,042
- Other salaries and wages
- $1,345,815
- Salaries, compensation and benefits (total)
- $2,162,898
- Professional fundraising fees
- $0
- Legal fees
- $19,554
- Occupancy
- $163,223
- Depreciation
- $71,281
- Program services (functional)
- $1,775,178
- Management and general (functional)
- $1,112,725
- Fundraising (functional)
- $241,088
Balance sheet and other
- Total assets, start of year
- $2,014,196
- Total assets, end of year
- $3,644,968
- Total liabilities, end of year
- $2,968,426
- Net assets, end of year
- $676,542
- Land, buildings and equipment
- $3,339,627
- Net assets without donor restrictions
- $676,542
- Gross receipts
- $3,441,497
- Employees
- 52
- Volunteers
- 75
- Year formed
- 1975
- State of legal domicile
- AZ
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 |
|---|---|---|---|---|
| JAN TANKERSLEY | FINANCE MANAGER Highest-paid employee | 40 | $291,402 | $0 |
| SHERRI FRIEND | PRESIDENT AND CEO Officer | 40 | $133,056 | $20,977 |
| MONICA LUKASIEWICZ | OCCUPATIONAL THERAPIST Highest-paid employee | 40 | $120,651 | $9,066 |
| TARA KRANTZMAN | COO Officer | 40 | $79,624 | $26,265 |
| PHAEDRA EARHART | MEMBER Trustee or director | 2 | $0 | $0 |
| SHANNON HEINZE | MEMBER Trustee or director | 2 | $0 | $0 |
| DR AMANDA JONES | MEMBER Trustee or director | 2 | $0 | $0 |
| FOREST SMITH | MEMBER Trustee or director | 2 | $0 | $0 |
| TIM WATT | MEMBER Trustee or director | 2 | $0 | $0 |
| KRISINA WATTS | MEMBER Trustee or director | 2 | $0 | $0 |
| PEGGY MCMAHON | MEMBER Trustee or director | 2 | $0 | $0 |
| GEORGE JACOBSON | MEMBER Trustee or director | 2 | $0 | $0 |
| DAVID HRIZAK | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| SCOTT RONEY | VICE-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| TOM BETLACH | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IAN ANDERSON | SECRETARY Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHERRI FRIEND | PRESIDENT CEO Officer | 40 | $120,629 | $25,923 |
| TARA KRANTZMAN | COO Officer | 40 | $77,411 | $24,826 |
| SHANNON HEINZE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DAVE HRIZAK | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| SCOTT RONEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| IAN ANDERSON | TREASURER Trustee or director | 1 | $0 | $0 |
| TONIA HILT WAINSCOTT | MEMBER Trustee or director | 1 | $0 | $0 |
| FORREST SMITH | MEMBER Trustee or director | 1 | $0 | $0 |
| DR AMANDA JONES | MEMBER Trustee or director | 1 | $0 | $0 |
| LIEUTENANT CARLOS SANTANA | MEMBER Trustee or director | 1 | $0 | $0 |
| HARRY MITCHELL | MEMBER Trustee or director | 1 | $0 | $0 |
| TIM WATT | MEMBER Trustee or director | 1 | $0 | $0 |
| GEORGE BLISS | EMERITUS Trustee or director | 1 | $0 | $0 |
| THOMAS BETLACH | MEMBER Trustee or director | 1 | $0 | $0 |
| PHAEDRA EARHART | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Sherri Friend | President & CEO Officer | 40 | $101,658 | $23,454 |
| Tara Krantzman | COO Officer | 40 | $72,379 | $22,683 |
| Shannon Heinze | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Dave Hrizak | Chairperson Trustee or director, Officer | 1 | $0 | $0 |
| Scott Roney | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Ian Anderson | Treasurer Trustee or director | 1 | $0 | $0 |
| Phaedra Earhart | Director Trustee or director | 1 | $0 | $0 |
| Tonia Hilt | Director Trustee or director | 1 | $0 | $0 |
| Carlos Santana | Director Trustee or director | 1 | $0 | $0 |
| Harry Mitchell | Director Trustee or director | 1 | $0 | $0 |
| Forrest Smith | Director Trustee or director | 1 | $0 | $0 |
| George Bliss | Director Trustee or director | 1 | $0 | $0 |
| Thomas Betlach | Director Trustee or director | 1 | $0 | $0 |
| Amanda Jones | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6915 E MAIN ST, MESA, AZ 85207-8229
- In care of
- % SHERRI FRIEND
- Principal officer (990 for 2024)
- SHERRI FRIEND, 6915 E MAIN ST, Mesa, AZ 85207
- Signed the 990
- SHERRI FRIEND, PRESIDENT AND CEO
- Phone
- (480) 588-5289
- Website
- WWW.OAKWOODCREATIVECARE.ORG
- Return prepared by
- SNYDER & BROWN CPAS PLLC
Mission
OAKWOOD CREATIVE CARES MISSION IS TO ENHANCE THE QUALITY OF LIFE AND SPARK JOY FOR OLDER ADULTS WITH COGNITIVE AND PHYSICAL IMPAIRMENTS.
Program accomplishments
- PROVIDING ADULT DAY CARE FOR 1,500 PARTICIPANTS AND SUPPORTIVE/RESPITE SERVICES FOR THEIR FAMILY CAREGIVERS. RECEIVED THE USE OF FACILITIES (VALUE OF $107,840) FROM FUNDING SOURCES IN SUPPORT OF THIS PROGRAM. OAKWOOD CREATIVE CARE IS THE INDUSRY LEADER IN PROVIDING DIVERSE AND INNOVATIVE CARE FOR THE AGING POPULATION IN DIGNIFYING, ENGAGING, AND PERSON-CENTRIC SERVICES THAT ENHANCE THE LIVES OF ALL OUR PARTICIPATING CLUB MEMBERS AND THEIR FAMILIES.Expenses $1,775,178 · revenue $1,488,628
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
- 86-0575242
- 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
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P700)
- Assets (IRS master file)
- $3,644,968
- Income (IRS master file)
- $3,441,497
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,386,118 | $3,128,991 | $3,644,968 | XML |
| 990 | June 2024 | $3,820,766 | $3,163,874 | $2,058,124 | IRS |
| 990 | June 2023 | $2,220,897 | $2,354,985 | $1,479,299 | XML |
| 990 | June 2022 | $1,826,204 | $1,622,965 | $611,689 | IRS |
| 990 | June 2021 | – | – | – | 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 86-0575242).
Questions about OAKWOOD CREATIVE CARE INC
- What is the EIN of OAKWOOD CREATIVE CARE INC?
- The employer identification number (EIN) of OAKWOOD CREATIVE CARE INC is 86-0575242.
- Is OAKWOOD CREATIVE CARE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to OAKWOOD CREATIVE CARE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAKWOOD CREATIVE CARE 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 OAKWOOD CREATIVE CARE 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 OAKWOOD CREATIVE CARE 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 OAKWOOD CREATIVE CARE INC?
- The 990 for the year ended June 30, 2025 names SHERRI FRIEND.
- Who are the officers and directors of OAKWOOD CREATIVE CARE INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 4 received compensation from the organization, the highest $291,402 (JAN TANKERSLEY, FINANCE MANAGER).
- How much revenue does OAKWOOD CREATIVE CARE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,386,118, expenses of $3,128,991 and total assets of $3,644,968 at year end.
Other nonprofits in MESA
- RISE INC EIN 87-0454287 · last filed 990 for 2024
- MARC COMMUNITY RESOURCES INC EIN 86-0137109 · last filed 990 for 2025
- NATIONAL CENTER FOR AMERICAN INDIAN ENTERPRISE DEVELOPMENT EIN 95-2627645 · last filed 990 for 2025
- SUNSHINE ACRES CHILDRENS HOME INC EIN 86-0196532 · last filed 990 for 2025
- SUNSHINE ACRES BOUTIQUE & DONATION CENTER INC EIN 82-1201725 · last filed 990 for 2025
- MESA COMMUNITY ACTION NETWORK INCORPORATED EIN 86-0558407 · last filed 990 for 2025
- ASTER AGING INC EIN 94-2596075 · last filed 990 for 2025
- DESERT THRIFT SHOP INC EIN 47-5677410 · last filed 990 for 2025