Nonprofit · EIN 76-0107354
OAK HAVEN INC
Tax-exempt · CONROE, TX 77385
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $890,984 | $825,994 | $64,990 | $872,335 | $2,565,427 | -$1,693,092 |
| June 30, 2024 | 990 | $842,871 | $782,071 | $60,800 | $846,582 | $2,604,664 | -$1,758,082 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $889,558
- Investment income
- $1,426
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $140,413
- Salaries, compensation and benefits (total)
- $170,920
- Professional fundraising fees
- $0
- Accounting fees
- $22,610
- Occupancy
- $279,940
- Depreciation
- $34,229
- Program services (functional)
- $746,139
- Management and general (functional)
- $79,855
Balance sheet and other
- Total assets, start of year
- $846,582
- Total assets, end of year
- $872,335
- Total liabilities, end of year
- $2,565,427
- Net assets, end of year
- -$1,693,092
- Land, buildings and equipment
- $380,938
- Net assets without donor restrictions
- -$1,693,092
- Gross receipts
- $890,984
- Employees
- 5
- Volunteers
- 0
- Year formed
- 1984
- State of legal domicile
- TX
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KENNETH TANN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $137,940 | $15,793 |
| NANNETTE VALLIS | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $104,537 | $17,946 |
| HOMER ALLISON | PRESIDENT Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KENNETH TANN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $133,922 | $17,567 |
| NANNETTE VALLIS | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $101,492 | $17,567 |
| HOMER ALLISON | PRESIDENT Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 21059 BLAIR RD, CONROE, TX 77385-7309
- Principal officer (990 for 2024)
- HOMER ALLISON, 21059 BLAIR ROAD, CONROE, TX 77385
- Signed the 990
- NANNETTE VALLIS, SECRETARY/TREASURER
- Phone
- (281) 298-7999
- Return prepared by
- PITTSFORD SAMUELS PLLC
Mission
TO PROVIDE ELDERLY PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS.
Program accomplishments
- SECTION 202 OF THE NATIONAL HOUSING ACTS BENEFITS PROVIDED TO AT LEAST 72 ELDERLY TENANTS MEETING LOW INCOME REQUIREMENTS.Expenses $746,139 · revenue $889,558
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 76-0107354
- 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
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $872,335
- Income (IRS master file)
- $890,984
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $890,984 | $825,994 | $872,335 | IRS |
| 990 | June 2024 | $842,871 | $782,071 | $846,582 | XML |
| 990 | June 2023 | $780,895 | $744,742 | $846,252 | IRS |
| 990 | June 2022 | $754,951 | $716,285 | $879,019 | IRS |
| 990 | June 2021 | $763,964 | $737,829 | $919,823 | 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 76-0107354).
Questions about OAK HAVEN INC
- What is the EIN of OAK HAVEN INC?
- The employer identification number (EIN) of OAK HAVEN INC is 76-0107354.
- Is OAK HAVEN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to OAK HAVEN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAK HAVEN 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 OAK HAVEN INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAK HAVEN INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OAK HAVEN INC?
- The 990 for the year ended June 30, 2025 names HOMER ALLISON.
- Who are the officers and directors of OAK HAVEN INC?
- The 990 for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does OAK HAVEN INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $890,984, expenses of $825,994 and total assets of $872,335 at year end.
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