2024-02-14T10:32:55-06:00 2023-06-30 210658561 BOWMAN & COMPANY LLP 601 WHITE HORSE ROAD VOORHEES NJ 080432493 990 2022-07-01 237048397 OAKS INTEGRATED CARE INC OAKS 6092675928 770 WOODLANE ROAD SUITE 63 MOUNT HOLLY NJ 08060 QINDI SHI CFO 6092675928 2024-02-14 1 QINDI SHI 999009999 0 GLEN J WALTON P01081348 8564356200 2024-02-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z QINDI SHI 770 WOODLANE ROAD MOUNT HOLLY NJ 08060 105184562 0 X WWW.OAKSINTCARE.ORG X 1962 NJ TO EMPOWER AND SUPPORT INDIVIDUALS AND FAMILIES TO ACHIEVE EMOTIONAL AND PHYSICAL WELLNESS BY PROVIDING QUALITY HEALTH AND SOCIAL SERVICES. 18 18 1805 0 0 0 33571080 36643725 66200131 65517839 1786233 1047350 812196 812674 102369640 104021588 0 0 0 0 72035410 74291545 0 0 306214 29274597 29062339 101310007 103353884 1059633 667704 98977188 103490576 56622677 58667617 42354511 44822959 X TO EMPOWER AND SUPPORT INDIVIDUALS AND FAMILIES TO ACHIEVE EMOTIONAL AND PHYSICAL WELLNESS BY PROVIDING QUALITY HEALTH AND SOCIAL SERVICES. 0 0 37404456 ADULT COMMUNITY SERVICES - THE ORGANIZATION CONTINUES TO EXPAND AND STRENGTHEN PROGRAMS FOR ADULTS LIVING WITH MENTAL ILLNESS BY FOCUSING ON EACH INDIVIDUAL'S NEEDS AND ABILITIES. A WIDE VARIETY OF SERVICES INCLUDING PARTIAL CARE, CRISIS INTERVENTION, ADULT OUTPATIENT AND RESIDENTIAL PROGRAMS HELP ADULTS ACHIEVE HIGHER LEVELS OF INDEPENDENCE AND AN IMPROVED QUALITY OF LIFE. BY IDENTIFYING AND BUILDING STRENGTHS, INDIVIDUALS ARE ABLE TO IMPROVE THEIR EMOTIONAL WELL-BEING AND STABILIZE SYMPTOMS OF ILLNESS. 22011881 ADULT DEVELOPMENTAL DISABILITIES - THE ORGANIZATION HAS DEVELOPED A FULL CONTINUUM OF SERVICES IN ORDER TO HELP CONSUMERS REACH GREATER LEVELS OF WELLNESS AND SELF-SUFFICIENCY. SERVICES INCLUDE DAY PROGRAMS, VOCATIONAL TRAINING AND GROUP HOMES, WHICH AFFORD INDIVIDUALS TO LIVE AS THEIR ABILITIES PERMIT. STAFFS PROVIDE THE SUPPORT NEEDED TO HELP INDIVIDUALS BECOME CONTRIBUTING PARTICIPANTS IN THE COMMUNITY. 7937889 CHILDREN'S RESIDENTIAL SERVICES - CHILDREN'S RESIDENTIAL SERVICES FOCUS ON STABILIZING CHILDREN, PREVENTING ABUSE AND NEGLECT, AND HELPING FORGE NEW FAMILIES THAT PROVIDE SAFE, LOVING ENVIRONMENTS FOR THE CHILDREN PLACED IN OUR CARE. 24500516 VARIOUS OTHER PROGRAMS THAT HELP FULFILL THE ORGANIZATION'S MISSION. 24500516 91854742 1 0 0 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 205 0 1 1805 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NJ X X THE ORGANIZATION 6092675928 770 WOODLANE ROAD SUITE 63 MOUNT HOLLY NJ 08060 DAVID GASKIN TRUSTEE 1.00 X 0 0 0 AARON NELSON 1ST VICE CHAIR 1.00 X X 0 0 0 CHELSEA CARTER CO-SECRETARY/TREASURER 1.00 X X 0 0 0 COLLEEN CRANDALL CO-SECRETARY/TREASURER 1.00 X X 0 0 0 MARIANNE ALEARDI CHAIR 1.00 X X 0 0 0 FRANCIS DEHEL TRUSTEE 1.00 X 0 0 0 THOMAS TRANOVICH TRUSTEE 1.00 X 0 0 0 CHRISTOPHER WARREN TRUSTEE 1.00 X 0 0 0 GALE LEWIN TRUSTEE 1.00 X 0 0 0 DAVID SALEWSKI TRUSTEE 1.00 X 0 0 0 DAVID PRENSKY TRUSTEE 1.00 X 0 0 0 MARY FOUKLEVA TRUSTEE 1.00 X 0 0 0 STEPHEN TRIMBOLI TRUSTEE 1.00 X 0 0 0 TONI BROWN TRUSTEE 1.00 X 0 0 0 JULIE HERB TRUSTEE 1.00 X 0 0 0 DIANA FENNELLY TRUSTEE 1.00 X 0 0 0 THOMAS ROSAMILLIA TRUSTEE 1.00 X 0 0 0 GRACE HANLON TRUSTEE 1.00 X 0 0 0 QINDI SHI CFO 40.00 X 265090 0 55003 DERRY HOLLAND CEO 40.00 X 530598 0 54883 KAREN TANGER COO 40.00 X 466676 0 53084 SHERI BELL CHIEF HUMAN RESOURCES OFFI 40.00 X 216086 0 69486 PAMELA BROWN VP OF DEVELOPMENT DISABILI 40.00 X 160770 0 43688 BRENDA BROWN-GOGGINS CHIEF OF QUALITY AND HEALT 40.00 X 159172 0 50496 ERNST RENONDEAU APN 40.00 X 183629 0 11643 MICHAEL D'AMICO VICE PRESIDENT 40.00 X 180402 0 37380 2162423 0 375663 26 0 1 0 DAKOTA PROPERTIES INC 770 WOODLANE ROAD MOUNT HOLLY NJ 08060 LEASING 2389391 ROWAN MEDICINE PO BOX 71356 PHILADELPHIA NJ 19176 MEDICAL 2002576 DELTA-T GROUP INC PO BOX 884 BRYN MAWR PA 19010 STAFFING 399052 TOTAL HEALTH CARE SERVICES LLC PO BOX 2332 VINELAND NJ 08362 MEDICAL 398379 KENNEDY UNIVERSITY HOSPITAL 1101 MARKET STREET 20TH FLOOR PHILADELPHIA PA 19107 MEDICAL 300574 16 207420 35522956 913349 36643725 CLIENT FEES 624100 60690290 60690290 RENTAL INCOME 531110 3201420 3201420 STATE RENTAL SUBSIDY 531110 1626129 1626129 65517839 1019419 1019419 981341 209564 1084976 77998 -103635 131566 27931 27931 0 207420 0 0 OTHER REVENUE 900099 716314 716314 REVENUE FROM DAKOTA PROPERTIES, I 900099 96360 96360 812674 104021588 66330513 0 1047350 53760588 48035039 5710014 15535 7198777 6438735 757955 2087 8603470 7695121 905855 2494 4728710 4229456 497883 1371 36930 36930 571817 22378 549439 1565040 1554990 10050 1383092 1268524 108160 6408 309178 199182 109996 514354 504299 10055 3012888 2977776 35112 2006075 1836219 169856 PROFESSIONAL FEES 6345095 5284170 1060925 0 SPACE MAINTENANCE 4521087 3978266 531290 11531 SPECIFIC ASSISTANCE TO 2479947 2443288 36659 UTILITIES 1341835 1305556 36279 4975001 4081743 663129 230129 103353884 91854742 11192928 306214 3567749 5450660 29987078 22766971 1878784 6354254 4165014 3542559 637241 771711 82517136 49788505 34621346 32728631 22082705 25848233 2037271 6027557 98977188 103490576 15527302 18222895 9373023 7951801 844787 848466 23602201 22428496 7275364 9215959 56622677 58667617 X 40841486 43427879 1513025 1395080 42354511 44822959 98977188 103490576 667704 1800744 0 X X 0 1 X 1 1 1 X 36547095 32178393 35750610 33571080 36643725 174690903 36547095 32178393 35750610 33571080 36643725 174690903 174690903 756942 1191617 581311 1786233 1047350 5363453 613071 505838 556778 812196 812674 3300557 183354913 323877856 0.95270 0.95660 X 0 1 X 6238553 6238553 63561145 38380263 25180882 12717438 11408242 1309196 32728631 INVESTMENTS 25848233 F 25848233 DUE FROM DAKOTA PROPERTIES, INC. 31428 OTHER RECEIVABLES 1649747 DEPOSITS AND FUNDED RESERVES 26180 CONSUMER AND SECURITY DEPOSITS 969376 RIGHT OF USE ASSET- OPERATING LEASES 3350826 6027557 SECURITY DEPOSITS PAYABLE 120910 REFUNDABLE ADVANCES 3863822 INCURRED BUT NOT REPORTED LIABILITY CLAIMS 1869460 LEASE LIABILITY - OPERATING 3361767 9215959 X 105785402 1800744 1800744 103984658 36930 36930 104021588 103316954 0 103316954 36930 36930 103353884 PART IV, LINE 2B: CONSUMER AND SECURITY DEPOSITS PART X, LINE 2: THE ORGANIZATION CLAIMS EXEMPTION FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, DOES NOT RECORD A PROVISION FOR INCOME TAXES ON RELATED INCOME. THE ORGANIZATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS REFLECTED IN ITS FINANCIAL STATEMENTS, WITH REGARD TO ISSUES AFFECTING ITS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME, AND RELATED MATTERS. THE ORGANIZATION BELIEVES THAT IN THE EVENT OF AN EXAMINATION BY TAXING AUTHORITIES, THE ORGANIZATION'S POSITIONS WOULD PREVAIL BASED ON THE TECHNICAL MERITS OF SUCH POSITIONS. THEREFORE, THE ORGANIZATION HAS CONCLUDED THAT NO TAX BENEFITS OR LIABILITIES ARE REQUIRED TO BE RECOGNIZED IN ACCORDANCE WITH THE NEW REQUIREMENTS. SPONSORSHIPS 154960 154960 ANNUAL GIVING EVENT 52460 52460 1 207420 207420 X 0 0 0 0 0 0 0 0 0 DERRY HOLLAND CEO 389037 0 141561 0 0 0 44400 0 10483 0 585481 0 0 0 KAREN TANGER COO 337530 0 129146 0 0 0 40500 0 12584 0 519760 0 0 0 QINDI SHI CFO 249884 0 15206 0 0 0 44550 0 10453 0 320093 0 0 0 SHERI BELL CHIEF HUMAN RESOURCES OFFI 149497 0 66589 0 0 0 40500 0 28986 0 285572 0 0 0 MICHAEL D'AMICO VICE PRESIDENT 144556 0 35846 0 0 0 37006 0 374 0 217782 0 0 0 BRENDA BROWN-GOGGINS CHIEF OF QUALITY AND HEALT 122568 0 36604 0 0 0 35482 0 15014 0 209668 0 0 0 PAMELA BROWN VP OF DEVELOPMENT DISABILI 128595 0 32175 0 0 0 43534 0 154 0 204458 0 0 0 ERNST RENONDEAU APN 169937 0 13692 0 0 0 2378 0 9265 0 195272 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE SIGNING OFFICER ALONG WITH ANY MEMBERS AS DEEMED APPROPRIATE BY THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF COMPLIANCE TAKES PLACE AS SET FORTH UNDER THE WRITTEN POLICY. FORM 990, PART VI, SECTION B, LINE 15 ALL OF THESE FACTORS ARE CONSIDERED AS DEEMED APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: PART XII, LINE 2C - THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR MARY'S FAMILY SERVICE LLC 770 WOODLANE ROAD SUITE 63 MOUNT HOLLY NJ 08060 272554520 TO PROVIDE HOUSING FACILITIES TO ELDERLY AND HANDICAPPED PERSONS NJ OAKS INTEGRATED CAREINC RIVERTON ROAD INC 770 WOODLANE ROAD SUITE 63 MOUNT HOLLY NJ 08060 223786210 TO PROVIDE HOUSING FACILITIES TO ELDERLY AND HANDICAPPED PERSONS NJ 501(C)(3) PUBLIC CHARITY 0 KINGS HIGHWAY INC 770 WOODLANE ROAD SUITE 63 MOUNT HOLLY NJ 08060 223655020 TO PROVIDE HOUSING FACILITIES TO ELDERLY AND HANDICAPPED PERSONS NJ 501(C)(3) PUBLIC CHARITY 0 INDEPENDENCE I INC 770 WOODLANE ROAD SUITE 63 MOUNT HOLLY NJ 08060 201270189 TO PROVIDE HOUSING FACILITIES TO ELDERLY AND HANDICAPPED PERSONS NJ 501(C)(3) PUBLIC CHARITY 0 INDEPENDENCE II INC 770 WOODLANE ROAD SUITE 63 MOUNT HOLLY NJ 08060 201329143 TO PROVIDE HOUSING FACILITIES TO ELDERLY AND HANDICAPPED PERSONS NJ 501(C)(3) PUBLIC CHARITY 0 INDEPENDENCE III INC 770 WOODLANE ROAD SUITE 63 MOUNT HOLLY NJ 08060 510462458 TO PROVIDE HOUSING FACILITIES TO ELDERLY AND HANDICAPPED PERSONS NJ 501(C)(3) PUBLIC CHARITY 0 INDEPENDENCE IV INC 770 WOODLANE ROAD SUITE 63 MOUNT HOLLY NJ 08060 202755049 TO PROVIDE HOUSING FACILITIES TO ELDERLY AND HANDICAPPED PERSONS NJ 501(C)(3) PUBLIC CHARITY 0 SALT & LIGHT HOUSING I INC 770 WOODLANE ROAD SUITE 63 MOUNT HOLLY NJ 08060 201260729 TO PROVIDE HOUSING FACILITIES TO ELDERLY AND HANDICAPPED PERSONS NJ 501(C)(3) PUBLIC CHARITY 0 SBCS SUPPORTING HOUSING I INC 770 WOODLANE ROAD SUITE 63 MOUNT HOLLY NJ 08060 200113439 TO PROVIDE HOUSING FACILITIES TO ELDERLY AND HANDICAPPED PERSONS NJ 501(C)(3) PUBLIC CHARITY 0 ORMOND ASSOCIATES INC 770 WOODLANE ROAD SUITE 63 MOUNT HOLLY NJ 08060 262464242 TO PROVIDE HOUSING FOR HOMELESS INDIVIDUALS WITH SERIOUS MENTAL ILLNESS NJ 501(C)(3) PUBLIC CHARITY 0 PREFERRED BEHAVIORAL HEALTH OF NJ INC 1500 ROUTE 88 BRICK NJ 08724 222196988 COMPREHENSIVE HEALTHCARE PROVIDER OF MENTAL HEALTH & SUBST. ABUSE SVCS NJ 501(C)(3) PUBLIC CHARITY 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0