Sunny Oaks Inc
- Assets
- $4.9m
- Revenue
- $7.0m
- Investments
- $0.0
- Employees
- 164
- Location
- Salem, OR
- Founding
- 09/1981
- Data as of
- 06/2023
- EIN
- 93-0751741
Organization Overview
Sunny Oaks Inc is located in Salem, OR. The organization was established in 1981. According to its NTEE Classification (F99) the organization is classified as: Mental Health & Crisis Intervention N.E.C., under the broad grouping of Mental Health & Crisis Intervention and related organizations. As of 06/2023, Sunny Oaks Inc employed 164 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Sunny 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, Sunny Oaks Inc generated $7.0m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 3.6% each year. All expenses for the organization totaled $6.3m during the year ending 06/2023. While expenses have increased by 2.4% per year over the past 8 years. They've been increasing with an increasing level of total revenue. 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
SUNNY OAKS, INC. (SOI) IS A VALUES-BASED COMMUNITY PROVIDER OF HIGH QUALITY, PERSON-CENTERED, POSITIVE SUPPORTS THAT INCLUDE RESIDENTIAL, SUPPORTED LIVING, AND COMMUNITY INCLUSION SERVICES FOR ELIGIBLE PEOPLE WITH DISABILITY IN BOTH MARION AND POLK COUNTIESSUNNY OAKS, INC. (SOI) SUPPORTS OPPORTUNITIES TO HAVE "EXERCISED AUTHORITY AND RESPONSIBILITY" OVER ONE'S "CHOSEN PROGRAMS" RESULTING IN NEW LIFE SKILLS, MEANINGFUL RELATIONSHIPS OF ONE'S OWN CHOOSING, FULFILLMENT OF EXPANDED DREAMS AND GOALS, INDEPENDENCE AND INTERDEPENDENCE, AND, MOSTLY, INDIVIDUALLY DEFINED HAPPINESS.SUNNY OAKS, INC. (SOI), WHILE BEING BOTH OPERATIONALLY AND FISCALLY RESPONSIBLE, STRIVES TO BE MINDFUL AND HEARTFELT IN CREATING WARM, SAFER, CARING "INTEGRATED" ENVIRONMENTS AND ACTIVITIES THAT MEET THE NEEDS OF THE CUSTOMER(S).
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDES 24 HOUR RESIDENTIAL, SUPPORTED LIVING, NUTRITIONAL, EDUCATIONAL FACILITIES AND TRAINING ALONG WITH COMMUNITY INTEGRATION PROGRAMS FOR INDIVIDUALS WITH I/DD (INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES) REFERRED BY STATE AND COUNTY GOVERNMENTS. CURRENTLY THERE ARE 38 RESIDENTS RESIDING IN THE 24-HOUR RESIDENTIAL HOMES WITH A CAPACITY OF 45 AND 2 SUPPORTED LIVING CUSTOMERS LIVING IN THEIR OWN HOME OR APARTMENT. SUPPORTED LIVING GIVES THE OPTION TO HAVE UNLIMITED GROWTH IN THE FUTURE BASED ON ITS STRUCTURE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jared Weekly Executive Director | 40 | $90,011 | |
Char Herrold Director | Trustee | 0 | $0 |
Suzanne D'anna President | OfficerTrustee | 0 | $0 |
Carol Dronen Director | Trustee | 0 | $0 |
Aaron Brown Treasurer | OfficerTrustee | 0 | $0 |
Karla Kappel Director | Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $97,171 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,512 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $98,683 |
| Total Program Service Revenue | $6,908,318 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $7,007,001 |
| 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. | $97,279 |
| Compensation of current officers, directors, key employees. | $11,673 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $4,048,300 |
| Pension plan accruals and contributions | $51,069 |
| Other employee benefits | $556,229 |
| Payroll taxes | $338,992 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $10,657 |
| Fees for services: Accounting | $29,086 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $133,476 |
| Advertising and promotion | $23,971 |
| Office expenses | $53,796 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $262,340 |
| Travel | $32,222 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $52,560 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $124,728 |
| Insurance | $80,170 |
| All other expenses | $27,512 |
| Total functional expenses | $6,261,712 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,167,769 |
| Savings and temporary cash investments | $518,142 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $109,224 |
| 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 | $140,965 |
| Net Land, buildings, and equipment | $2,740,489 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $255,270 |
| Other assets | $0 |
| Total assets | $4,931,859 |
| Accounts payable and accrued expenses | $19,731 |
| Grants payable | $0 |
| Deferred revenue | $158,143 |
| 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 | $1,452,304 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $368,218 |
| Total liabilities | $1,998,396 |
| Net assets without donor restrictions | $2,933,463 |
| 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 | $4,931,859 |