named programs · 9 · from sources
what they call their work
Benevolent Care Fund
Ensures residents who outlive their financial resources can continue to live at Royal Oaks with dignity and care
Caring for Employees
Supports employee appreciation and a scholarship program for team members to aid in recruiting and retaining staff.
Employee Appreciation and Scholarship Program
Provides employee recognition, professional development, and scholarship opportunities to support recruitment and retention
Enriching Resident Lives
Supports lifelong learning, campus beautification, technology enhancements, and expanded art and music programs for residents
Enriching Resident Lives Fund
Supports lifelong learning, campus beautification, technology enhancements, and art and music programs for residents.
Evergreen Fitness Center
On-site fitness facility with modern equipment for strength training, cardio, and Wii® fitness games
Parkinson’s Smell Test Challenge
Partnership with the Michael J. Fox Foundation to conduct smell loss screening for residents aged 60+ as an early indicator of Parkinson’s disease
The Learning Tree
A catalog of senior living events and activities taking place on and off campus.
Wellness Center
On-site medical and therapeutic services supporting physical, emotional, and cognitive well-being
activities · 3 groups
what they do
-
Continuing Care Retirement Communities 5 activities
- Operates a senior living communityManages a senior living community established in 1983, providing housing and related services for elderly residents.
- Operates a senior living communityManages a senior living community established in 1983, providing housing and related services for older adults.
- Operates senior living communityManages a senior living community established in 1983, providing housing and related services for older adults.
- Operates senior living communityManages a senior living community established in 1983, providing housing and related services for older adults.
- Senior Living Community OperationOperates a senior living community that was established in 1983.
-
-
Emergency Rental and Utility Assistance 3 activities
- Financial Assistance ProgramProvides financial assistance to residents through its non-profit foundation.
- Provides financial assistance to residentsOffers financial aid to residents through its non-profit foundation, supporting individuals in need within the community.
- Provides financial assistance to residentsOffers financial aid to residents through its non-profit foundation, supporting individuals in need within the community.
-
-
Uncategorized 3 activities
- Campus Amenities and Resident Services EnhancementUses foundation resources to enhance campus amenities and resident services for the senior living community.
- Enhances campus amenities and resident servicesUses foundation resources to improve campus facilities and expand services for residents, contributing to quality of life and operational capacity.
- Enhances campus amenities and resident servicesUses foundation resources to improve campus facilities and expand services for residents, contributing to quality of life and operational capacity.
-
financials · form 990 · fy2020
revenue
Total revenue$31.45M
Contributions & grants$1.33M4%
Program service revenue$26.70M85%
Investment income$3.23M10%
Other revenue$194K
expenses
Total expenses$32.93M
Program expenses83%
Admin / overhead17%
Fundraising0%
Salaries & benefits$17.22M
Grants paid out$20K
Largest expense lineCompensation
balance sheet
Total assets$244.17M
Cash$98.10M
Investments$68.31M
Liabilities$189.02M
Net assets$55.16M
Liquid reserves60.6 mo
2 years on record · 2019–2020 · YoY revenue -5.5%
leadership · form 990 part vii · fy2020
who runs it
paid leadership · 8
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| KENDRA EBERHART | PRESIDENT & CEO | 39 | $450K |
| GRETCHEN COBB | COO | 39 | $292K |
| A CARTER SMITHERMAN | CFO | 39 | $226K |
| DINA JO CAPEK | DIRECTOR OF HEALTH SERVICE | 40 | $218K |
| JANET ADAMS | DIRECTOR OF HUMAN RESOURCE | 40 | $164K |
| VICKI ULLERY | DEVELOPMENT DIRECTOR | 40 | $140K |
| SUSAN CAREY ALTGILBERS | IT DIRECTOR | 40 | $135K |
| CHRISTINE LANG | FACILITIES DIRECTOR | 40 | $103K |
board members · 16
- ALLISON KIERMAN — TRUSTEE
- ANDREW LENICK — TRUSTEE
- CAROL BRYAN — CHAIR
- CLAUDIA RUMWELL — TRUSTEE
- DICK JORGENSON — VICE CHAIR & TRUSTEE
- DR EUGENE STEVENS — TRUSTEE
- ELLEN DEAN — TRUSTEE
- HOWARD POCH — TRUSTEE
- JANIS RYAN — TREASURER & TRUSTEE
- KAREN BOUGNEIT — TRUSTEE
- LOUIS JOHNSON — TRUSTEE
- MARK WOODFIELD — TRUSTEE
- MARY BETH JOUBLANC — SECRETARY & TRUSTEE
- REV GARY BENSON — TRUSTEE
- TERESA GIARRUSSO — TRUSTEE
- WILL RICHARD — TRUSTEE
relationships · 3
who they work with
- Michael J. Fox Foundation Partner — Collaborates with the Michael J. Fox Foundation to support Parkinson’s research through the Parkinson’s Smell Test Challenge.
- People of Faith Foundation, Inc. Network — 501(c)(3) foundation supporting Royal Oaks through financial assistance and campus improvements.
- The People of Faith Foundation Partner — Notified by donors when named in estate plans; acknowledged in gift planning communications.