Nonprofit · EIN 93-0751741
SUNNY OAKS INC
Tax-exempt · SALEM, OR 97304
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,044,809 | $6,339,003 | -$294,194 | $5,035,357 | $1,948,733 | $3,086,624 |
| June 30, 2024 | 990 | $6,534,117 | $6,086,762 | $447,355 | $5,139,614 | $1,758,796 | $3,380,818 |
| June 30, 2023 | 990 | $7,007,001 | $6,261,712 | $745,289 | $4,931,859 | $1,998,396 | $2,933,463 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,007,628
- Investment income
- $30,181
- Net gain from sales of assets
- -$19,130
- Other revenue
- $7,000
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $112,244
- Other salaries and wages
- $4,033,612
- Salaries, compensation and benefits (total)
- $5,235,472
- Professional fundraising fees
- $0
- Legal fees
- $9,978
- Accounting fees
- $29,876
- Occupancy
- $239,445
- Travel
- $26,259
- Depreciation
- $130,956
- Program services (functional)
- $5,579,217
- Management and general (functional)
- $759,786
Balance sheet and other
- Total assets, start of year
- $5,139,614
- Total assets, end of year
- $5,035,357
- Total liabilities, end of year
- $1,948,733
- Net assets, end of year
- $3,086,624
- Land, buildings and equipment
- $3,113,395
- Net assets without donor restrictions
- $3,086,624
- Gross receipts
- $6,063,939
- Employees
- 171
- Year formed
- 1979
- State of legal domicile
- OR
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 | Other / benefits |
|---|---|---|---|---|
| Jared Weekly | Executive Director | 40 | $98,351 | $13,893 |
| Char Herrold | Director Trustee or director, Officer | 0 | $0 | $0 |
| Suzanne D'Anna | President Trustee or director, Officer | 0 | $0 | $0 |
| Carol Dronen | Director Trustee or director | 0 | $0 | $0 |
| Aaron Brown | Treasurer Trustee or director, Officer | 0 | $0 | $0 |
| Karla Kappel | Director Trustee or director | 0 | $0 | $0 |
| Lorie Fontaine | Director Trustee or director, Officer | 0 | $0 | $0 |
| Carole Shavere | Secretary Trustee or director, Officer | 0 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jared Weekly | Executive Director | 40 | $88,398 | $24,194 |
| Char Herrold | Director Trustee or director | 0 | $0 | $0 |
| Suzanne D'Anna | President Trustee or director, Officer | 0 | $0 | $0 |
| Carol Dronen | Director Trustee or director | 0 | $0 | $0 |
| Aaron Brown | Treasurer Trustee or director, Officer | 0 | $0 | $0 |
| Karla Kappel | Director Trustee or director | 0 | $0 | $0 |
| Lorie Fontaine | Director Trustee or director | 0 | $0 | $0 |
| Carole Shavere | Secretary Trustee or director, Officer | 0 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jared Weekly | Executive Director | 40 | $90,011 | $7,268 |
| Char Herrold | Director Trustee or director | 0 | $0 | $0 |
| Suzanne D'anna | President Trustee or director, Officer | 0 | $0 | $0 |
| Carol Dronen | Director Trustee or director | 0 | $0 | $0 |
| Aaron Brown | Treasurer Trustee or director, Officer | 0 | $0 | $0 |
| Karla Kappel | Director Trustee or director | 0 | $0 | $0 |
| Lorie Fontaine | Director Trustee or director | 0 | $0 | $0 |
| Carole Shavere | Secretary Trustee or director, Officer | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5150, SALEM, OR 97304-0150
- Signed the 990
- Jared Weekly, Executive Director
- Phone
- (503) 370-7973
- Return prepared by
- Abhishek Patel CPA PLLC
Mission
Sunny Oaks provides 24 hour residential services, supported living, nutritional, community and training services for individuals with I/DD (Intellectual and/or Developmental Disabilities) referred by state and county governments. Services are provided in group homes owned and/or operated by Sunny Oaks, or to individuals living in their own residence.
Program accomplishments
- Provides 24 hour residential services, supported living, nutritional, community and training services for individuals with I/DD (Intellectual and/or Developmental Disabilities) referred by state and county governments. Services are provided in group homes owned and/or operated by Sunny Oaks, or to individuals living in their own residence.Expenses $5,579,217 · revenue $6,044,809
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
- 93-0751741
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1981
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,035,357
- Income (IRS master file)
- $6,063,939
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,044,809 | $6,339,003 | $5,035,357 | XML |
| 990 | June 2024 | $6,534,117 | $6,086,762 | $5,139,614 | XML |
| 990 | June 2023 | $7,007,001 | $6,261,712 | $4,931,859 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 93-0751741).
Questions about SUNNY OAKS INC
- What is the EIN of SUNNY OAKS INC?
- The employer identification number (EIN) of SUNNY OAKS INC is 93-0751741.
- Is SUNNY OAKS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to SUNNY OAKS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUNNY OAKS 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 SUNNY OAKS 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 SUNNY OAKS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of SUNNY OAKS INC?
- The 990 for the year ended June 30, 2025 lists 8 people; 1 received compensation from the organization, the highest $98,351 (Jared Weekly, Executive Director).
- How much revenue does SUNNY OAKS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,044,809, expenses of $6,339,003 and total assets of $5,035,357 at year end.
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