2026-05-26T15:26:44-04:00 2025-06-30 SNYDER & BROWN CPAS PLLC 3933 S MCCLINTOCK DRIVE SUITE 505 Tempe AZ 85282 990 2024-07-01 860575242 OAKWOOD CREATIVE CARE INC % SHERRI FRIEND OAKW 4805885289 6915 E MAIN ST Mesa AZ 85207 SHERRI FRIEND PRESIDENT AND CEO 4805885289 2026-05-21 false true ROBERT SNYDER P01230612 4803397114 2026-05-26 2024 2025-03-06 01:10:19Z SHERRI FRIEND 6915 E MAIN ST Mesa AZ 85207 3441497 false X WWW.OAKWOODCREATIVECARE.ORG X 1975 AZ OAKWOOD CREATIVE CARES MISSION IS TO ENHANCE THE QUALITY OF LIFE AND SPARK JOY FOR OLDER ADULTS WITH COGNITIVE AND PHYSICAL IMPAIRMENTS. 12 12 52 75 0 0 3125113 1850289 410959 1488628 2742 281234 44459 3817306 3386118 0 0 1902323 2162898 0 241088 1251332 966093 3153655 3128991 663651 257127 2014196 3644968 1588022 2968426 426174 676542 OAKWOOD CREATIVE CARES MISSION IS TO ENHANCE THE QUALITY OF LIFE AND SPARK JOY FOR OLDER ADULTS WITH COGNITIVE AND PHYSICAL IMPAIRMENTS. false false 1775178 1488628 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. 1775178 true true false false false false false false false false true false false false true false false false false false false false false false true false false false false true false true false false false false false false false false false false false false false false false true 13 0 true 52 true false false false false false false false false false false false false false false X 12 12 false false false true false false false true true false false true true true true true true true true false X SHERRI FRIEND 4805885289 6915 E MAIN ST Mesa AZ 85207 JAN TANKERSLEY FINANCE MANAGER 40.00 0.00 X 291402 0 0 SHERRI FRIEND PRESIDENT AND CEO 40.00 0.00 X 133056 0 20977 MONICA LUKASIEWICZ OCCUPATIONAL THERAPIST 40.00 0.00 X 120651 0 9066 TARA KRANTZMAN COO 40.00 0.00 X 79624 0 26265 PHAEDRA EARHART MEMBER 2.00 0.00 X 0 0 0 SHANNON HEINZE MEMBER 2.00 0.00 X 0 0 0 DR AMANDA JONES MEMBER 2.00 0.00 X 0 0 0 FOREST SMITH MEMBER 2.00 0.00 X 0 0 0 TIM WATT MEMBER 2.00 0.00 X 0 0 0 KRISINA WATTS MEMBER 2.00 0.00 X 0 0 0 PEGGY MCMAHON MEMBER 2.00 0.00 X 0 0 0 GEORGE JACOBSON MEMBER 2.00 0.00 X 0 0 0 DAVID HRIZAK BOARD CHAIR 2.00 0.00 X X 0 0 0 SCOTT RONEY VICE-CHAIR 2.00 0.00 X X 0 0 0 TOM BETLACH TREASURER 2.00 0.00 X X 0 0 0 IAN ANDERSON SECRETARY 2.00 0.00 X X 0 0 0 624733 0 56308 3 false true false 25500 463361 1361428 1850289 PRIVATE CLIENT FEES 624100 568986 568986 3RD PARTY CLIENT PYMTS 624100 852103 852103 OTHER CLIENT FEES 624100 67539 67539 1488628 2742 2742 83405 25500 55379 28026 28026 MISCELLANOUS 900099 16433 16433 16433 3386118 1505061 0 30768 580042 26372 553670 1345815 942257 310625 92933 9015 6541 1783 691 84944 75133 2444 7367 143082 74403 61524 7155 19554 15643 2933 978 129059 32000 450 96609 16148 9767 6381 14736 11557 2456 723 163223 132229 23245 7749 143646 102160 35100 6386 71281 57025 10692 3564 52900 42310 7948 2642 SUBSCRIPTIONS 67612 35158 26369 6085 FOOD SERVICE 91785 91785 196149 120838 73486 1825 3128991 1775178 1112725 241088 427155 62944 65 105683 159271 27752 60064 3599587 259960 1453606 3339627 22997 2014196 3644968 188545 169849 1399477 2775580 22997 1588022 2968426 X -241087 676542 667261 426174 676542 2014196 3644968 257127 -6759 0 X false false false X 815413 1338024 1577685 3406345 1850289 8987756 36000 36000 36000 36000 107840 251840 851413 1374024 1613685 3442345 1958129 9239596 624228 8615368 6744 44944 33972 4664 2742 93066 1287 513 27706 15695 16433 61634 9394296 0.91710 0.98360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 579550 579550 2614146 63190 2550956 405891 196770 209121 3339627 LEASE LIABILITIES 22997 22997 50 ANNIV 108905 25500 83405 7551 10245 6750 30833 108905 25500 83405 7551 10245 6750 30833 55379 28026 X X false false false false false false false false false SHERRI FRIEND PRESIDENT AND CEO 130316 2740 3977 17000 154033 JAN TANKERSLEY FINANCE MANAGER 80000 211402 291402 JAN TANKERSLEY FINANCE MANAGER FRAUDULENT PAYMENTS TO INDIVIDUAL IN EXCESS OF SALARY false Supplemental Information for Schedule L IN APRIL 2026 THE ORGANIZATION DISCOVERED APPARENTLY UNAUTHORIZED FINANCIAL TRANSACTIONS FOR FISCAL YEARS 2024 AND 2025 AND PRIOR. THE AMOUNT OF TRANSACTIONS UNDER REVIEW MADE IN 2024 AND 2025, EFFECTED THROUGH IMPROPER PAYROLL PAYMENTS TO AN INDIVIDUAL WITH CERTAIN FINANCIAL RESPONSIBILITIES FOR THE ORGANIZATION, ARE APPROXIMATELY $211,402 FOR CALENDAR YEAR 2024 AND $180,394 FOR FISCAL YEAR 2025. ONCE THE UNAUTHORIZED TRANSACTIONS WERE DISCOVERED THE INDIVIDUAL INVOLVED WAS TERMINATED FROM EMPLOYMENT IMMEDIATELY. THE ORGANIZATION CONTINUES TO INVESTIGATE THE FULL SCOPE OF THE ISSUE AND IMPLEMENTING ADDITIONAL CONTROLS RELATED TO VENDOR PAYMENTS AND APPROVAL PROCESSES FOR THOSE PAYMENTS. IN 2025, THE ORGANIZATION HIRED A PEO AND PAYROLL COMPANY, IMPLEMENTING THIRD-PATY EXPERTISE WITH WITH CHECKS AND BALANCES PRIOR TO PROCESSING PAYROLLS. THEY REVIEW OAKWOODS BIWEEKLY SUBMITTED PAYROLLS, MONITOR IF SOMEONE HAS TAKEN PTO AND DOESNT HAVE THE ALLOTTED BALANCE OF PAID TIME OFF. DUTIES FOR DEPOSITING CHECKS INTO OUR BANK ACCOUNTS HAVE BEEN SEGREGATED. AS THE ORGANIZATION COMPLETES ITS INVESTIGATION OF THE SITUATION IT WILL FURTHER EVALUATE APPROPRIATE REMEDIAL ACTIONS AND OTHER REPONSIVE PLANS. Asset material diversion Part VI line 5 IN APRIL 2026 THE ORGANIZATION DISCOVERED APPARENTLY UNAUTHORIZED FINANCIAL TRANSACTIONS FOR FISCAL YEARS 2024 AND 2025 AND PRIOR. THE AMOUNT OF TRANSACTIONS UNDER REVIEW MADE IN 2024 AND 2025, EFFECTED THROUGH IMPROPER PAYROLL PAYMENTS TO AN INDIVIDUAL WITH CERTAIN FINANCIAL RESPONSIBILITIES FOR THE ORGANIZATION, ARE APPROXIMATELY $211,402 FOR CALENDAR YEAR 2024 AND $180,394 FOR FISCAL YEAR 2025. ONCE THE UNAUTHORIZED TRANSACTIONS WERE DISCOVERED THE INDIVIDUAL INVOLVED WAS TERMINATED FROM EMPLOYMENT IMMEDIATELY. THE ORGANIZATION CONTINUES TO INVESTIGATE THE FULL SCOPE OF THE ISSUE AND IMPLEMENTING ADDITIONAL CONTROLS RELATED TO VENDOR PAYMENTS AND APPROVAL PROCESSES FOR THOSE PAYMENTS. IN 2025, THE ORGANIZATION HIRED A PEO AND PAYROLL COMPANY, IMPLEMENTING THIRD-PARTY EXPERTISE WITH CHECKS AND BLANANCES PRIOR TO PROCESSING PAYROLLS. THEY REVIEW OAKWOODS BIWEEKLY SUIBMITTED PAYROLLS, MONITOR IF SOMEONE HAS TAKEN PTO AND DOESNT HAVE THE ALLOTTED BALANCE OF PAID TIME OFF. DUTIES FOR DEPOSITING CHECKS INTO OUR BANK ACCOUNTS HAVE BEEN SEGREGATED. AS THE ORGANIZATION COMPLETES ITS INVESTIGATION OF THE SITUATION IT WILL FURTHER EVALUATE APPROPRIATE REMEDIAL ACTIONS AND OTHER RESPONSIVE PLANS. Form 990 governing body review Part VI line 11 THE PRESIDENT & CEO AND GOVERNANCE COMMITTEE REVIEWS THE 990 PRIOR TO FILING. Conflict of interest policy compliance Part VI line 12c OUR CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED BY REVIEWING THE POLICY ANNUALLY. BOARD TRANSACTIONS ARE DONE PUBLICLY AND VIOLATIONS WOULD BE EVIDENT. DIRECTORS WOULD BE ASKED TO RESIGN OR LEGAL ACTION TAKEN PLACE BASED ON SEVERITY OF THE TRANSGRESSION. STAFF, BY POLICY, ARE REQUIRED TO DISCUSS ANY OUTSIDE EMPLOYMENT THAT MAY LEAD TO A CONFLICT OF INTEREST, WHICH WOULD BE GROUNDS FOR DISMISSAL. WE ARE ALSO MONITORED ANNUALLY BY THE STATE OF ARIZONA OR STATE CONTRACTED ENTITIES THAT REVIEW POLICIES AND INTERVIEW STAFF. CEO executive director top management comp Part VI line 15a COMPENSATION OF OFFICERS IS BASED ON ANNUAL PERFORMANCE EVALUATIONS BY THE EXECUTIVE BOARD. COMPENSATION IS VOTED ON BY THE FULL BOARD AND IS BASED ON AVAILABILITY OF FUNDS FOR BOTH THE OFFICERS AND STAFF. Other officer or key employee compensation Part VI line 15b COMPENSATION OF OFFICERS IS BASED ON ANNUAL PERFORMANCE EVALUATIONS BY THE EXECUTIVE BOARD. COMPENSATION IS VOTED ON BY THE FULL BOARD AND IS BASED ON AVAILABILITY OF FUNDS FOR BOTH THE OFFICERS AND STAFF. Governing documents etc available to public Part VI line 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUESTS.