Nonprofit · EIN 87-3475393
7 OAKS HEALTHCARE INC
Tax-exempt · TALLAHASSEE, FL 32308
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $318,464 | $1,108,323 | -$789,859 | $118,083 | $1,560,888 | -$1,442,805 |
| September 30, 2024 | 990-EZ | $130,777 | $1,454,494 | -$1,323,717 | $71,365 | $596,611 | -$525,246 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $317,629
- Investment income
- $0
- Other revenue
- $835
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $683,021
- Salaries, compensation and benefits (total)
- $820,146
- Professional fundraising fees
- $0
- Legal fees
- $30,461
- Accounting fees
- $4,864
- Occupancy
- $8,597
- Travel
- $29,867
- Depreciation
- $30,031
- Program services (functional)
- $849,103
- Management and general (functional)
- $259,220
Balance sheet and other
- Total assets, start of year
- $71,365
- Total assets, end of year
- $118,083
- Total liabilities, end of year
- $1,560,888
- Net assets, end of year
- -$1,442,805
- Net assets without donor restrictions
- -$1,442,805
- Gross receipts
- $318,464
- Employees
- 14
- Volunteers
- 14
- Year formed
- 2021
- State of legal domicile
- FL
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BILL WERTMAN | CEO Officer | 5 | $0 | $376,739 | $16,250 |
| JON WOOD | PRESIDENT/CSO Officer | 35 | $0 | $320,436 | $13,750 |
| DEBORAH MORRIS | CMO Officer | 5 | $0 | $284,602 | $16,250 |
| FABIOLA JEAN-CHARLES | DIRECTOR OF TRANSITIONS SUPPORTIVE CARE Highest-paid employee | 40 | $100,440 | $0 | $0 |
| ALLY FIELDS | FOUNDATION APPOINTEE Trustee or director | 1 | $0 | $0 | $0 |
| ALLYSON FOSTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BENNETT NAPIER | SECRETARY Trustee or director | 1 | $0 | $0 | $0 |
| BRUCE GOULD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR JAY REEVE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR JEANNINE SILBERMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FRANK MERCER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GREG JAAP | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GWYNN VIROSTEK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JAMES MCFADDIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JANA MCCONNAUGHHAY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY OSTERYOUNG | BOARD MEMBER Trustee or director | 1 | $0 |
| JIMMY FASIG | BOARD MEMBER Trustee or director | 1 | $0 |
| JING WANG | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN TROMBETTA | BOARD MEMBER Trustee or director | 1 | $0 |
| JUDY GREENWALD | BOARD MEMBER Trustee or director | 1 | $0 |
| KATIE WEBB | BOARD MEMBER Trustee or director | 1 | $0 |
| KENNETH PRATT | VICE CHAIR Trustee or director | 1 | $0 |
| LISA GARDNER | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK O'BRYANT | BOARD MEMBER Trustee or director | 1 | $0 |
| RON CAVE | BOARD MEMBER Trustee or director | 1 | $0 |
| RUDY FERGUSON | FOUNDATION CHAIR Trustee or director | 1 | $0 |
| SCOTT HARRELL | CHAIR Trustee or director | 1 | $0 |
| STAN BARNES | FOUNDATION CHAIR Trustee or director | 1 | $0 |
| STEVE BAHMER | BOARD MEMBER Trustee or director | 1 | $0 |
| WILLIAM SMITH III | TREASURER Trustee or director | 1 | $0 |
990-EZ for the year ended September 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisa Gardner APRN | Board Member | 1 | $0 |
| Bruce Gould CPA | Board Member | 1 | $0 |
| Judy Greenwald | Board Member | 1 | $0 |
| Scott Harrell | Board Member | 1 | $0 |
| Frank Mercer CPA | Board Member | 1 | $0 |
| Bennett Napier CAE | Board Member | 1 | $0 |
| Mark O'Bryant | Board Member | 1 | $0 |
| Jerry Osteryoung | Board Member | 1 | $0 |
| Kenneth Pratt Esq | Board Member | 1 | $0 |
| Jeannine Silberman MD | Board Member | 1 | $0 |
| William Smith III | Board Member | 1 | $0 |
| Katie Webb Esq | Board Member | 1 | $0 |
| Stan Barnes | Foundation Chair | 1 | $0 |
| Gwynn Virostek | Foundation Appointee | 1 | $0 |
| Bill Wertman | CEO | 5 | $0 |
| Jon Wood | President/CSO | 35 | $0 |
| Deborah Morris | CMO | 35 | $0 |
Address and contacts
- Address (IRS master file)
- 1723 MAHAN CENTER BLVD, TALLAHASSEE, FL 32308-5428
- In care of
- % WILLIAM E WERTMAN
- Mailing address (990-N for 2022)
- 1723 MAHAN CENTER BOULEVARD, TALLAHASSEE FL 32308
- Principal officer (990 for 2024)
- WILLIAM WERTMAN, 1723 MAHAN CENTER BOULEVARD, TALLAHASSEE, FL 32308
- Principal officer (990-N for 2022)
- WILLIAM WERTMAN, 1723 MAHAN CENTER BOULEVARD, TALLAHASSEE FL 32308
- Signed the 990
- WILLIAM WERTMAN, CEO
- Phone
- (850) 878-5310
- Return prepared by
- FORVIS MAZARS LLP
Mission
SEVEN OAKS HEALTH IS A NON-PROFIT ORGANIZATION MANAGING A COMPREHENSIVE NETWORK OF CARE SERVICES TO PROVIDE PASSIONATE CARE IN A SEAMLESS AND COORDINATED HEALTHCARE JOURNEY.
Program accomplishments
- TRANSITIONS SUPPORTIVE CARE (TSC) IS A PALLIATIVE PROGRAM THAT PROVIDES CLINICAL AND NAVIGATION SUPPORT SERVICES TO PATIENTS WHO ARE FACING A SERIOUS ILLNESS. CLINICIANS SERVE AS A LIAISON BETWEEN THE PATIENT AND THEIR MEDICAL PROVIDERS. NAVIGATORS IDENTIFY COMMUNITY RESOURCES TO HELP PATIENTS AND THEIR FAMILIES IN SUSTAINING OR INCREASING THEIR QUALITY OF LIFE. IN FISCAL YEAR 2025, TSC ENROLLED 487 PATIENTS INTO THE PROGRAM AND HAD 2,950 SERVICE VISITS.Expenses $849,103 · revenue $317,629
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-EZ on file |
IRS record
- EIN
- 87-3475393
- 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
- 2022
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E60)
- Assets (IRS master file)
- $118,083
- Income (IRS master file)
- $318,464
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $318,464 | $1,108,323 | $118,083 | XML |
| 990-EZ | September 2024 | $130,777 | $1,454,494 | $71,365 | XML |
| 990-N for 2022 Officer: WILLIAM WERTMAN | September 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2021 Officer: WILLIAM WERTMAN | September 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
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 87-3475393).
Questions about 7 OAKS HEALTHCARE INC
- What is the EIN of 7 OAKS HEALTHCARE INC?
- The employer identification number (EIN) of 7 OAKS HEALTHCARE INC is 87-3475393.
- Is 7 OAKS HEALTHCARE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to 7 OAKS HEALTHCARE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does 7 OAKS HEALTHCARE 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 7 OAKS HEALTHCARE INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did 7 OAKS HEALTHCARE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of 7 OAKS HEALTHCARE INC?
- The 990 for the year ended September 30, 2025 names WILLIAM WERTMAN.
- Who are the officers and directors of 7 OAKS HEALTHCARE INC?
- The 990 for the year ended September 30, 2025 lists 30 people; 1 received compensation from the organization.
- How much revenue does 7 OAKS HEALTHCARE INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $318,464, expenses of $1,108,323 and total assets of $118,083 at year end.
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