Bell Oaks Inc
- Assets
- $1.5m
- Revenue
- $1.1m
- Investments
- $0.0
- Employees
- 26
- Location
- Springhill, LA
- Founding
- 08/1978
- Data as of
- 06/2023
- EIN
- 72-0811669
Organization Overview
Bell Oaks Inc is located in Springhill, LA. The organization was established in 1978. According to its NTEE Classification (P73) the organization is classified as: Group Homes, under the broad grouping of Human Services and related organizations. As of 06/2023, Bell Oaks Inc employed 26 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bell Oaks Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Bell Oaks Inc generated $1.1m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (1.9%) each year. All expenses for the organization totaled $948.5k during the year ending 06/2023. As we would expect to see with falling revenues, expenses have declined by (4.1%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
CARE OF DEVELOPMENTALLY DISABLED CITIZENS
Describe the Organization's Program Activity:
Part 3 - Line 4a
FACILITY IS AN INTERMEDIATE CARE FACILITY FOR DEVELOPMENTALLY DISABLED ADULTS. FACILITY PROVIDES RESIDENTIAL TRAINING SERVICES FOR CLIENTS IN 3 HOMES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Roy Dennis Robertson Officer | Officer | 1 | $0 |
James Robertson Officer | Officer | 1 | $0 |
Cheryle Robertson Officer | Officer | 1 | $0 |
Shawn Robertson Vice President | Officer | 1 | $0 |
Scott Robertson President | Officer | 1 | $0 |
Glenn Robertson Officer | Officer | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $1,016,459 |
| All other contributions, gifts, grants, and similar amounts not included above | $50 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,016,509 |
| Total Program Service Revenue | $67,499 |
| Investment income | $5,305 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $5,910 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,095,223 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $74,519 |
| Compensation of current officers, directors, key employees. | $74,519 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $429,664 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $28,682 |
| Payroll taxes | $38,715 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $12,795 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $19,220 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $29,988 |
| Travel | $1,908 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $44,105 |
| Insurance | $56,280 |
| All other expenses | $157,376 |
| Total functional expenses | $948,465 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $477,038 |
| Savings and temporary cash investments | $534,355 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $102,679 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $345,995 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,115 |
| Total assets | $1,461,182 |
| Accounts payable and accrued expenses | $30,147 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $30,147 |
| Net assets without donor restrictions | $1,431,035 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,461,182 |