RIDGE OAK INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- RIDGE OAK INC (EIN 22-2185024)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-27
- IRS object ID
- 201220879349300547
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-27T16:20:10-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOBEL AND CO LLC CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 EISENHOWER PARKWAY | AddressLine1 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 070391711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222185024 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIDGE OAK INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RIDG | NameControl |
| Phone | 9082210266 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MANCHESTER DRIVE | AddressLine1 |
| City | BASKING RIDGE | City |
| State | NJ | State |
| ZIP Code | 07920 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BONNIE KELLY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9082210266 | Phone |
| Date Signed | 2012-03-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RON MATAN | Name |
| Phone | 9739949494 | Phone |
| Date Prepared | 2012-03-27 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FALKON S DAVIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MANCHESTER DRIVE | AddressLine1 |
| City | BASKING RIDGE | City |
| State | NJ | State |
| ZIP Code | 07920 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6252628 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.RIDGEOAK.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | TO OPERATE A RESIDENTIAL HOUSING PROJECT IN BASKING RIDGE, NJ PRIMARILY FOR ELDERLY AND HANDICAPPED PERSONS OF LOW AND MODERATE INCOME. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 36 | TotalNbrEmployees |
| Total Nbr Volunteers | 14 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 18536 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3373956 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3543403 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 293409 | InvestmentIncomePriorYear |
| Investment Income Current Year | 399378 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -19776 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3666125 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3942781 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 898282 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 891534 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2113960 | OtherExpensePriorYear |
| Other Expenses Current Year | 2155487 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3012242 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3047021 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 653883 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 895760 | RevenuesLessExpensesCY |
| Total Assets BOY | 15402853 | TotalAssetsBOY |
| Total Assets EOY | 16118163 | TotalAssetsEOY |
| Total Liabilities BOY | 300081 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 268156 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15102772 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15850007 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO OPERATE A RESIDENTIAL HOUSING PROJECT IN BASKING RIDGE, NJ PRIMARILY FOR ELDERLY AND HANDICAPPED PERSONS OF LOW AND MODERATE INCOME. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2563162 | Expense |
| Revenue | 3543403 | Revenue |
| Description | PROVISION OF 247 UNITS FOR HOUSING AND RELATED SERVICES FOR THE ELDERLY IN BASKING RIDGE, NJ PURSUANT TO SECTION 8 OF THE US HOUSING ACT OF 1937 AS AMENDED. IN CONJUNCTION, THE ORGANIZATION ALSO OPERATES A CONGREGATE HOUSING SERVICES PROGRAM WHICH PROVIDES MEALS, HOUSEKEEPING AND PERSONAL CARE SERVICES TO ITS PARTICIPANTS. | Description |
| Total Program Service Expense | 2563162 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 15 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 36 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIDGE OAK INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9082210266 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MANCHESTER DRIVE | AddressLine1 |
| City | BASKING RIDGE | City |
| State | NJ | State |
| ZIP Code | 07920 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| TERRY D MONTGOMERY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FALKON DAVIS | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| PATRICIA GIAMMARINARO | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| RON BAILEY | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| RUSSEL C ARCHER JR | ||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| JOHN WOJNAR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FRANCIS B HENRY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT B BOYE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CLAIRE O'BRIEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BONNIE KELLY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 0 | 139649 | 16482 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 139649 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 16482 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| NATIONAL CONTRACTORS INC | |||||
| PO BOX 5878 | TRENTON | NJ | 08638 | CONSTRUCTION | 433809 |
| BERNARDS TOWNSHIP | |||||
| ONE COLLYER LANE | BASKING RIDGE | NJ | 07920 | MUNICIPALITY | 229318 |
| WOODRUFF ENERGY US LLC | |||||
| 73 WATER STREET PO BOX 777 | BRIDGETON | NJ | 083020499 | POWER | 160300 |
| LEWIS CHESTER ASSOCIATES | |||||
| 119 SUMMIT AVENUE | SUMMIT | NJ | 079012898 | INSURANCE | 126352 |
| HORIZON BLUE CROSS BLUE SHIELD | |||||
| PO BOX 1738 | NEWARK | NJ | 071011738 | INSURANCE | 121377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RENT - ASSISTANCE | 531120 | 2292302 | 2292302 |
| RENT - TENANTS | 531110 | 1169936 | 1169936 |
| CONGREGATE HOUSING SER | 531110 | 47781 | 47781 |
| TENANT SERVICES | 812300 | 33384 | 33384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3543403 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 358683 | TotalRevenueColumn |
| Exclusion | $358,683 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2350542 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2309847 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 40695 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40695 | TotalRevenueColumn |
| Exclusion | $40,695 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3942781 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3543403 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $399,378 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 661752 | Total |
| Program Services | 437614 | ProgramServices |
| Management And General | 224138 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180162 | Total |
| Program Services | 113502 | ProgramServices |
| Management And General | 66660 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49620 | Total |
| Program Services | 31261 | ProgramServices |
| Management And General | 18359 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156381 | Total |
| Program Services | 156381 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1054 | Total |
| Management And General | 1054 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64376 | Total |
| Management And General | 64376 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2875 | Total |
| Management And General | 2875 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23171 | Total |
| Management And General | 23171 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 345181 | Total |
| Program Services | 345181 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12152 | Total |
| Program Services | 12152 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 772355 | Total |
| Program Services | 772355 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94535 | Total |
| Program Services | 94535 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| REAL ESTATE TAXES | 217429 | 217429 | |
| MAINTENANCE AND REPAIRS | 184994 | 184994 | |
| MAINTENANCE CONTRACTS | 154639 | 154639 | |
| MISCELLANEOUS ADMINISTR | 61617 | 61617 | |
| HOUSING PROJECT FUND EX | 28668 | 28668 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36060 | Total |
| Program Services | 14451 | ProgramServices |
| Management And General | 21609 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3047021 | Total |
| Program Services | 2563162 | ProgramServices |
| Management And General | 483859 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 495546 | BOY |
| EOY | 58416 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204370 | BOY |
| EOY | 1722736 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64396 | BOY |
| EOY | 48093 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1293583 | BOY |
| EOY | 1291962 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 276 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 21071967 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12172825 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9052177 | BOY |
| EOY | 8899142 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4169369 | BOY |
| EOY | 3972244 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123412 | BOY |
| EOY | 125294 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15402853 | BOY |
| EOY | 16118163 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158531 | BOY |
| EOY | 150089 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23747 | BOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117803 | BOY |
| EOY | 118067 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300081 | BOY |
| EOY | 268156 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15102772 | BOY |
| EOY | 15850007 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15102772 | BOY |
| EOY | 15850007 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15402853 | BOY |
| EOY | 16118163 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 895760 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -148525 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1928291 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1962775 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2063245 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18536 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19472 | CurrentTaxYear |
| Total | 5992319 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1085795 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1128810 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1157047 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3373956 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3523931 | CurrentTaxYear |
| Total | 10269539 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3014086 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3091585 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3220292 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3392492 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3543403 | CurrentTaxYear |
| Total | 16261858 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 16261858 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 200971 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 220974 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 255613 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 293409 | CurrentTaxYearMinus1Year |
| Current Tax Year | 358683 | CurrentTaxYear |
| Total | 1329650 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 200971 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 220974 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 255613 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 293409 | CurrentTaxYearMinus1Year |
| Current Tax Year | 358683 | CurrentTaxYear |
| Total | 1329650 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3215057 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3312559 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3475905 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3685901 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3902086 | CurrentTaxYear |
| Total | 17591508 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.92440 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.93800 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.07560 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.06200 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 410517 | OtherCostOrOtherBasis |
| Book Value | 410517 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17194925 | OtherCostOrOtherBasis |
| Depreciation | 9950503 | Depreciation |
| Book Value | 7244422 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3204488 | OtherCostOrOtherBasis |
| Depreciation | 1985238 | Depreciation |
| Book Value | 1219250 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 262037 | OtherCostOrOtherBasis |
| Depreciation | 237084 | Depreciation |
| Book Value | 24953 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8899142 | TotalOfBookValueLandBuildings |
| Total Revenue | 3942781 | TotalRevenue |
| Total Expenses | 3047021 | TotalExpenses |
| Excess Or Deficit For Year | 895760 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -146107 | NetUnrealizedGLOnInvestments |
| Other | -$2,418 | OtherAmount |
| Total Adjustments | -148525 | TotalAdjustments |
| Excess Or Deficit Per FS | 747235 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3796675 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -146106 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -146106 | RevenueNotRptdF990 |
| Revenue Subtotal | 3942781 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3942781 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3426649 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 379628 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 379628 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3047021 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3047021 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | TENANT SECURITY DEPOSITS ARE HELD IN A SEPARATE INTEREST-BEARING FDIC INSURED ACCOUNT IN RIDGE OAK'S NAME IN TRUST FOR THE TENANTS. UNDER CERTAIN CIRCUMSTANCES, TENANT SECURITY DEPOSITS MAY BE APPLIED TOWARDS UNPAID RENT OR OTHER TENANT OBLIGATIONS. | |
| PART X: | THE ORGANIZATION FOLLOWS ACCOUNTING STANDARDS THAT PROVIDE CLARIFICATION ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE GUIDANCE PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. TAX RETURNS FOR CERTAIN YEARS ARE SUBJECT TO AUDIT BY FEDERAL AND STATE JURISDICTIONS. AT JUNE 30, 2011, THERE ARE NO SIGNIFICANT INCOME TAX UNCERTAINTIES THAT ARE EXPECTED TO HAVE A MATERIAL IMPACT ON THE ORGANIZATION'S 2011 FINANCIAL STATEMENTS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN CARE FUND NOT REPORTED ON 990 OR AUDITED FINANCIAL STATEMENTS -2,418. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| FUNDING OF REPAIR & REPLACEMENT RESERVE CHARGED TO OPERATIONS ON F/S 379,628. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BONNIE KELLY | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 139649 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 16482 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 156131 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | RIDGE OAK MANAGEMENT, INC. IS A RELATED ORGANIZATION THAT IS A SUPPORTING ORGANIZATION TO RIDGE OAK, INC. RIDGE OAK MANAGEMENT PROVIDES MANAGMENT SERVICES RELATED TO LOW INCOME AND SENIOR HOUSING. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR PRIOR TO FILING. THE EXECUTIVE DIRECTOR MAKES THIS COPY AVAILABLE TO ALL BOARD MEMBERS WHO MAY REVIEW AND ASK QUESTIONS. ALL QUESTIONS ARE RESOLVED BEFORE FINAL FILING OF THE 990. | |
| ALL NEW BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN A HUD CONFLICT OF INTEREST POLICY AND DISCLOSURE CERTIFICATION (4571.3 REV-1). THESE CERTIFICATIONS ARE REVIEWED BY THE BOARD ANNUALLY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE ORGANIZATION HAS A COMPENSATION COMMITTEE THAT REVIEWS BOTH THE EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPARABLE SALARIES BEFORE MAKING COMPENSATION DECISIONS. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -146,107. CHANGE IN CARE FUND NOT REPORTED ON 990 OR AUDITED FINANCIAL STATEMENTS -2,418. TOTAL TO FORM 990, PART XI, LINE 5: -148,525. | FORM 990, PART XI, LINE 5: |
| THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. | FORM 990 PART XI, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| RIDGE OAK MANAGEMENT INC | |||||||||
| 150 MANCHESTER DRIVE | BASKING RIDGE | NJ | 07920 | 222177245 | TO PROVIDE MANAGEMENT, DEVELOPMENT AND SUPERIVSORY SERVICES TO BENEFICIARY. | NJ | 501(C)3 | 11C | 0 |
| RIDGE OAK II INC | |||||||||
| 150 MANCHESTER DRIVE | BASKING RIDGE | NJ | 07920 | 300407213 | TO OPERATE A RESIDENTIAL HOUSING PROJECT IN BASKING RIDGE, NJ. | NJ | 501(C)3 | 9 | 0 |
| RIDGE OAK III INC | |||||||||
| 150 MANCHESTER DRIVE | BASKING RIDGE | NJ | 07920 | 273501015 | TO OPERATE A RESIDENTIAL HOUSING PROJECT IN BASKING RIDGE, NJ. | NJ | 501(C)3 | 9 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| RIDGE OAK MANAGEMENT INC | ||
| D | 793624 | COST |
| RIDGE OAK II INC | ||
| D | 96357 | COST |