Nonprofit · EIN 95-2078722
OAKVIEW INC
Tax-exempt · ATASCADERO, CA 93422
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2024 | 990 | $326,756 | $2,134,570 | -$1,807,814 | $1,256,907 | $5,037,750 | -$3,780,843 |
| September 30, 2023 | 990 | $563,616 | $2,258,573 | -$1,694,957 | $1,515,110 | $3,488,139 | -$1,973,029 |
Financial details: 990 for the year ended September 30, 2024
Revenue
- Contributions, gifts and grants
- $24,649
- Program service revenue
- $284,027
- Investment income
- $392
- Net income from fundraising events
- $17,688
- Other revenue
- $17,688
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $210,896
- Other salaries and wages
- $667,525
- Salaries, compensation and benefits (total)
- $1,019,354
- Professional fundraising fees
- $0
- Legal fees
- $2,815
- Accounting fees
- $55,598
- Occupancy
- $251,541
- Travel
- $13,924
- Depreciation
- $28,086
- Program services (functional)
- $1,274,876
- Management and general (functional)
- $859,694
Balance sheet and other
- Total assets, start of year
- $1,515,110
- Total assets, end of year
- $1,256,907
- Total liabilities, end of year
- $5,037,750
- Net assets, end of year
- -$3,780,843
- Land, buildings and equipment
- $273,306
- Publicly traded securities
- $5,720
- Net assets without donor restrictions
- -$3,780,843
- Gross receipts
- $331,143
- Employees
- 18
- Volunteers
- 1
- Year formed
- 1957
- State of legal domicile
- CA
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 September 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gary Taylor | Executive Dir. Officer | 40 | $160,214 |
| Christopher Funke | CEO Officer | 40 | $140,205 |
| Ted Mort | President Trustee or director, Officer | 2 | $0 |
| Tim Mort | Treasurer Trustee or director, Officer | 1 | $0 |
| Julian Strickland | Secretary Trustee or director, Officer | 1 | $0 |
| Kevin Relyea | Trustee Trustee or director | 1 | $0 |
| Scott Bailey | Trustee Trustee or director | 1 | $0 |
| Brian Schmidt | Trustee Trustee or director | 0 | $0 |
990 for the year ended September 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Gary Taylor | Executive Dir. Trustee or director | 40 | $108,915 | $9,668 |
| Tim Mort | Trustee Trustee or director | 5 | $29,458 | $0 |
| Ted Mort | President Trustee or director, Officer | 1 | $0 | $0 |
| Roger Hillberg | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Julian Strickland | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Kevin Relyea | Trustee Trustee or director | 0 | $0 | $0 |
| Scott Bailey | Trustee Trustee or director | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8455 SANTA ROSA RD, ATASCADERO, CA 93422-4946
- Principal officer (990 for 2023)
- Christopher Funke, 8455 Santa Rosa Rd, Atascadero, CA 93422
- Signed the 990
- Christopher Funke, CEO
- Phone
- (805) 466-0281
- Website
- https://www.oakview.org/
- Return prepared by
- Mosaic Bookkeeping LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2078722 or by the name OAKVIEW INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Oakview Village's mission is to offer a total ministry to the senior population on California's central coast by meeting their spiritual, physical, emotional, and social needs. Our goal is to provide an attractive and comfortable living environment, promote spiritual growth, physical well-being, heartfelt satisfaction, social awareness, and a feeling of security. Our aim is to produce an atmosphere of caring and sharing in all activities conducive to self-worth supporting the highest quality of life.
Program accomplishments
- Provided independent living for the elderly within a Christian environment. Undergoing capital project to improve units and build additional housing.Expenses $1,274,876
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | Not on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 95-2078722
- 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
- 1965
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E90Z)
- Assets (IRS master file)
- $1,256,907
- Income (IRS master file)
- $331,143
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2024 | $326,756 | $2,134,570 | $1,256,907 | XML |
| 990 | September 2023 | $563,616 | $2,258,573 | $1,515,110 | XML |
| 990 | September 2022 | $1,366,807 | $3,045,783 | $1,864,311 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 95-2078722).
Questions about OAKVIEW INC
- What is the EIN of OAKVIEW INC?
- The employer identification number (EIN) of OAKVIEW INC is 95-2078722.
- Is OAKVIEW INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to OAKVIEW INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAKVIEW 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 OAKVIEW INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAKVIEW INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2024.
- Who is the principal officer of OAKVIEW INC?
- The 990 for the year ended September 30, 2024 names Christopher Funke.
- Who are the officers and directors of OAKVIEW INC?
- The 990 for the year ended September 30, 2024 lists 8 people; 2 received compensation from the organization, the highest $160,214 (Gary Taylor, Executive Dir.).
- How much revenue does OAKVIEW INC have?
- On its 990 for the year ended September 30, 2024 it reported revenue of $326,756, expenses of $2,134,570 and total assets of $1,256,907 at year end.
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