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Longwood At Oakmont Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Human Services — Multipurpose and Other / Senior Continuing Care Communities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$33.7M (2023)

Expenses
$32.7M (2023)

Total Assets
$98.3M (2023)

Total Liabilities
$144M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,676,811
Expenses
$32,681,704
Net Income
$995,107
Net Assets
-$45,193,546
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,210
0.1%
Program Services $32,886,995
97.7%
Investment Income $825,807
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$54,201
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $8,128,196
24.9%
Assets/Debt
Total Assets $98,326,812
Total Liabilities $143,520,358
Net Assets -$45,193,546
Compensation
Key Employees and Officers Compensation Related Other
Danielle Larson (Director) $0 $0 $0
Douglass E Harrison (Director) $0 $0 $0
James B Pieffer (Director, Chair And Presid) $0 $398,715 $34,143
Barbara M Sullivan (Director) $0 $0 $0
James Williams (Director (Resident Represe) $0 $0 $0
Annemarie Marschik (Director (Resident Represe) $0 $0 $0
Michael Gregory (Director) $0 $0 $0
Rosanne C Saunders (Director And Vice Chair) $0 $0 $0
Ralph W Gilbert Jr (Director) $0 $0 $0
John Donovan (Director) $0 $0 $0
James E Noland (Director) $0 $0 $0
Todd R Boslau (Director And Treasurer) $0 $267,370 $31,462
Bobbi Jo Haden (Director And Secretary) $0 $238,971 $18,907
Ann Truxell (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,368,337
Expenses
$30,960,695
Net Income
-$592,358
Net Assets
-$48,172,290
Notable Sources of Revenue Percent of Total Revenue
Contributions $41,033
0.1%
Program Services $29,278,550
96.4%
Investment Income $771,399
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $277,355
0.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $7,681,328
24.8%
Assets/Debt
Total Assets $94,781,276
Total Liabilities $142,953,566
Net Assets -$48,172,290
Compensation
Key Employees and Officers Compensation Related Other
Paul Peterson Resigned (Executive Director) $159,014 $0 $6,345
Danielle Larson (Director) $0 $0 $0
Douglass E Harrison (Director) $0 $0 $0
James B Pieffer (Director, Chair And Presid) $0 $378,555 $32,702
Barbara M Sullivan (Director) $0 $0 $0
Kathie Logan (Director (Resident Represe) $0 $0 $0
Charles Klingensmith (Director (Resident Represe) $0 $0 $0
Michael Gregory (Director) $0 $0 $0
Rosanne C Saunders (Director) $0 $0 $0
Ralph W Gilbert Jr (Director) $0 $0 $0
John Donovan (Director) $0 $0 $0
James E Noland (Director) $0 $0 $0
Todd R Boslau (Director And Treasurer) $0 $259,908 $30,568
Bobbi Jo Haden (Director And Secretary) $0 $219,817 $17,632

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,412,016
Expenses
$28,644,702
Net Income
$4,767,314
Net Assets
-$43,713,968
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,564,939
7.7%
Program Services $28,399,718
85.0%
Investment Income $1,243,251
3.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,204,108
3.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $8,238,173
28.8%
Assets/Debt
Total Assets $102,076,541
Total Liabilities $145,790,509
Net Assets -$43,713,968
Compensation
Key Employees and Officers Compensation Related Other
Danielle Larson (Director) $0 $0 $0
Douglass E Harrison (Director) $0 $0 $0
James B Pieffer (Director, Chair And President) $0 $358,679 $28,606
Barbara M Sullivan (Director) $0 $0 $0
Patricia Hauser (Director (Resident Represe) $0 $0 $0
Thomas Medsger (Director (Resident Represe) $0 $0 $0
Michael Gregory (Director) $0 $0 $0
Rosanne C Saunders (Director) $0 $0 $0
Ralph W Gilbert Jr (Director) $0 $0 $0
Timothy P Miller (Director) $0 $0 $0
James E Noland (Director) $0 $0 $0
Todd R Boslau (Director And Treasurer) $0 $273,389 $19,836
Bobbi Jo Haden (Director And Secretary) $0 $244,859 $16,942
Paul Peterson (Executive Director) $0 $160,495 $22,182

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,892,963
Expenses
$27,753,910
Net Income
$3,139,053
Net Assets
-$48,660,904
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,056,051
3.4%
Program Services $28,777,426
93.2%
Investment Income $596,714
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $462,772
1.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $8,448,099
30.4%
Assets/Debt
Total Assets $98,398,300
Total Liabilities $147,059,204
Net Assets -$48,660,904
Compensation
Key Employees and Officers Compensation Related Other
Paul Peterson (Executive Director) $151,661 $0 $21,386
Paul M Winkler (Director, Chair, And President) $0 $409,012 $20,650
Danielle Larson (Director) $0 $0 $0
Douglass E Harrison (Director) $0 $0 $0
James B Pieffer (Director, Secretary, And Vice Chair) $0 $301,713 $29,160
Andrew E Mangene (Director And Treasurer) $0 $0 $0
Barbara M Sullivan (Director) $0 $0 $0
Patricia Hauser (Director (Resident Represe) $0 $0 $0
Thomas Medsger (Director (Resident Represe) $0 $0 $0
Michael Gregory (Director) $0 $0 $0
Rosanne C Saunders (Director) $0 $0 $0
Ralph W Gilbert Jr (Director) $0 $0 $0
Timothy P Miller (Director) $0 $0 $0
James E Noland (Director) $0 $0 $0
Todd R Boslau Cpa (Director And Assistant Treasurer) $0 $66,886 $3,876

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,255,826
Expenses
$28,021,913
Net Income
$233,913
Net Assets
-$51,681,257
Notable Sources of Revenue Percent of Total Revenue
Contributions $69,126
0.2%
Program Services $27,439,741
97.1%
Investment Income $777,071
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$30,112
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $8,337,347
29.8%
Assets/Debt
Total Assets $97,731,798
Total Liabilities $149,413,055
Net Assets -$51,681,257
Compensation
Key Employees and Officers Compensation Related Other
Paul Peterson (Executive Director) $147,245 $0 $23,206
Paul M Winkler (Director And President) $0 $397,091 $23,731
Frederick R Favo (Director) $0 $0 $0
Douglass E Harrison (Director) $0 $0 $0
James B Pieffer (Director And Vice Chair) $0 $278,561 $30,958
Joseph A Wenger (Director, Secretary And Asst. Treasurer) $0 $249,494 $18,839
Andrew E Mangene (Director And Treasurer) $0 $0 $0
Barbara M Sullivan (Director) $0 $0 $0
Margot Woodwell (Director (Resident Represe) $0 $0 $0
Thomas Medsger (Director (Resident Represe) $0 $0 $0
Jill Gordon (Director) $0 $0 $0
Dean Richardson Esq (Director) $0 $0 $0
Ralph W Gilbert Jr (Director) $0 $0 $0
Timothy P Miller (Director) $0 $0 $0
James E Noland (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,411,661
Expenses
$27,651,320
Net Income
-$1,239,659
Net Assets
-$53,080,328
Notable Sources of Revenue Percent of Total Revenue
Contributions $52,114
0.2%
Program Services $25,695,544
97.3%
Investment Income $623,994
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $40,009
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $8,253,464
29.8%
Assets/Debt
Total Assets $93,155,483
Total Liabilities $146,235,811
Net Assets -$53,080,328

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,907,755
Expenses
$26,116,187
Net Income
-$1,208,432
Net Assets
-$50,638,656
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,914
0.1%
Program Services $24,467,687
98.2%
Investment Income $511,554
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$98,400
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $7,793,442
29.8%
Assets/Debt
Total Assets $99,638,125
Total Liabilities $150,276,781
Net Assets -$50,638,656
Compensation
Key Employees and Officers Compensation Related Other
Paul M Winkler (Director And President) $0 $375,326 $97,019
Roger Beck (Director) $0 $0 $0
Frederick R Favo (Director) $0 $0 $0
Douglass E Harrison (Director) $0 $0 $0
James B Pieffer (Director And Secretary) $0 $263,310 $77,673
Joseph A Wenger (Director) $0 $245,927 $62,139
Andrew E Mangene (Director And Treasurer) $0 $0 $0
Richard T Space Jd (Director) $0 $0 $0
Barbara M Sullivan (Director) $0 $0 $0
Margot Woodwell (Director (Resident Represe) $0 $0 $0
Verne Koch (Director (Resident Represe) $0 $0 $0
Bobbi Jo Haden (Director) $0 $191,237 $22,818
Jill Gordon (Director) $0 $0 $0
Dean Richardson Esq (Director) $0 $0 $0
Paul Peterson (Executive Director) $0 $141,356 $18,099

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,450,350
Expenses
$25,344,277
Net Income
$106,073
Net Assets
-$50,303,428
Notable Sources of Revenue Percent of Total Revenue
Contributions $143,538
0.6%
Program Services $25,059,410
98.5%
Investment Income $374,654
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$127,252
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $8,156,404
32.2%
Assets/Debt
Total Assets $98,808,277
Total Liabilities $149,111,705
Net Assets -$50,303,428
Compensation
Key Employees and Officers Compensation Related Other
Paul M Winkler (Director And President) $0 $365,428 $97,485
Roger Beck (Director And Vice Presiden) $0 $0 $0
Frederick R Favo (Director) $0 $0 $0
Douglass E Harrison (Director) $0 $0 $0
James B Pieffer (Director And Secretary) $0 $271,254 $79,676
Joseph A Wenger (Director) $0 $228,931 $0
Andrew E Mangene (Director And Treasurer) $0 $0 $0
Richard T Space Jd (Director) $0 $0 $0
Barbara M Sullivan (Director) $0 $0 $0
Dorothy Armistead (Director (Resident Representative)) $0 $0 $0
Verne Koch (Director (Resident Representative)) $0 $0 $0
Bobbi Jo Haden (Director) $0 $200,844 $17,757

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,788,387
Expenses
$24,037,159
Net Income
-$248,772
Net Assets
-$51,018,812
Notable Sources of Revenue Percent of Total Revenue
Contributions $132,559
0.6%
Program Services $23,370,985
98.2%
Investment Income $392,315
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$107,472
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $7,691,342
32.0%
Assets/Debt
Total Assets $103,619,866
Total Liabilities $154,638,678
Net Assets -$51,018,812
Compensation
Key Employees and Officers Compensation Related Other
Paul M Winkler (Director And President) $0 $354,924 $100,608
Roger Beck (Director And Vice Presiden) $0 $0 $0
Frederick R Favo (Director) $0 $0 $0
Douglass E Harrison (Director) $0 $0 $0
James B Pieffer (Director And Secretary) $0 $245,671 $41,927
Joseph A Wenger (Director) $0 $218,678 $28,130
Andrew E Mangene (Director And Treasurer) $0 $0 $0
Richard T Space Jd (Director) $0 $0 $0
Barbara M Sullivan (Director) $0 $0 $0
Dorothy Armistead (Vice President, Residents') $0 $0 $0
Stanley E Yoder (President, Residents Counc) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,931,015
Expenses
$23,872,836
Net Income
-$941,821
Net Assets
-$50,881,032
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,555
0.2%
Program Services $22,431,145
97.8%
Investment Income $486,509
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$33,194
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $7,385,741
30.9%
Assets/Debt
Total Assets $104,578,514
Total Liabilities $155,459,546
Net Assets -$50,881,032
Compensation
Key Employees and Officers Compensation Related Other
Roger Beck (Director And Vice Presiden) $0 $0 $0
Frederick R Favo (Director) $0 $0 $0
Douglass E Harrison (Director) $0 $0 $0
Joseph A Wenger (Director) $0 $215,987 $27,888
Richard T Space Jd (Director) $0 $0 $0
Barbara M Sullivan (Director) $0 $0 $0
Dorothy Armistead (Vice President, Residents' Council) $0 $0 $0
Stanley E Yoder (President, Residents Council) $0 $0 $0
Paul M Winkler (Director And President) $0 $320,742 $45,532
James B Pieffer (Director And Secretary) $0 $236,179 $40,922
Andrew E Mangene (Director And Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,549,157
Expenses
$23,669,505
Net Income
-$1,120,348
Net Assets
-$50,158,717
Notable Sources of Revenue Percent of Total Revenue
Contributions $99,503
0.4%
Program Services $21,746,854
96.4%
Investment Income $426,671
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $276,129
1.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $7,145,254
30.2%
Assets/Debt
Total Assets $106,121,924
Total Liabilities $156,280,641
Net Assets -$50,158,717
Compensation
Key Employees and Officers Compensation Related Other
Roger Beck (Director And Vice Presiden) $0 $0 $0
Frederick R Favo (Director) $0 $0 $0
Douglass E Harrison (Director) $0 $0 $0
Joseph A Wenger (Director) $0 $190,892 $24,408
Richard T Space Jd (Director) $0 $0 $0
Barbara M Sullivan (Director) $0 $0 $0
Wilbert H Ferguson (President, Residents Council) $0 $0 $0
Stanley E Yoder (Vice President, Resident Council) $0 $0 $0
Paul M Winkler (Director And President) $0 $303,924 $41,930
James B Pieffer (Director And Secretary) $0 $210,000 $33,758
Andrew E Mangene (Director And Treasurer) $0 $70,756 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,003,395
Expenses
$23,357,010
Net Income
-$353,615
Net Assets
-$27,550,311
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,643
0.0%
Program Services $22,822,229
99.2%
Investment Income $390,833
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$219,310
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $7,054,816
30.2%
Assets/Debt
Total Assets $108,483,257
Total Liabilities $136,033,568
Net Assets -$27,550,311

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,680,809
Expenses
$24,584,634
Net Income
-$2,903,825
Net Assets
-$27,545,040
Notable Sources of Revenue Percent of Total Revenue
Contributions $59,354
0.3%
Program Services $21,552,841
99.4%
Investment Income $679,939
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$611,325
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $6,704,285
27.3%
Assets/Debt
Total Assets $111,725,668
Total Liabilities $139,270,708
Net Assets -$27,545,040

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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