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Bell Oaks INC FY2023 filing

Tax-deductible

Springhill, LA501(c)(3)Since 1977Human Services EIN 72-0811669Revenue $1.1M in FY2023Latest return filed May 15, 2026

On file with the IRSSpringhill, LATax-exempt since Aug 1978Publicly supported charity — 170(b)(1)(A)(vi)

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Care of Developmentally Disabled Citizens

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $44K a year · 4% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
13 mo
of spending, in cash
Looks good: 12.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$30K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
+4% vs prior year
Spent
$948K
To programs
80%
Net assets
$1.4M
By yearFY2020–FY2025
Revenue
$1.1M
FY2023▲ +4%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$1.3M
FY2022$1.1M
FY2023$1.1M
FY2024$1.4M
FY2025$1.1M
Expenses
$948K
FY2023▼ -5%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.1M
FY2021$1.1M
FY2022$1.0M
FY2023$948K
FY2024$1.3M
FY2025$1.5M
Net assets
$1.4M
FY2023▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.1M
FY2021$1.2M
FY2022$1.3M
FY2023$1.4M
FY2024$1.6M
FY2025$1.2M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1978.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $759K Management & general 20% · $189K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Shawn Robertson
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Bell Oaks INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports citizens with developmental disabilities through various programs and services.

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1 program · $759K · in their own filed words · FY2022
01

Facility is an intermediate care facility for developmentally disabled adults. Facility provides residential training services for clients in 3 homes.

$759Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.1M
Ln 12
Gifts and grantsLn 1h$1.0M
Fees for servicesLn 2g$67K
Investment incomeLn 3$11K
Money outPt IX
$948K
Ln 25
Programscol B$759K
Managementcol C$189K
Owns and owesPt X
$1.4M
net assets · Ln 32
Cash and savingsLn 1–2$1.0M
Total assetsLn 16$1.5M
LiabilitiesLn 26$30K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.0M
Government grantsLn 1e$1.0M
Fees for servicesLn 2g$67K
Investment incomeLn 3$11K
Gains on assetsLn 7$6K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$477K
SavingsLn 2$534K
Cash and savings togetherLn 1–2$1.0M
Accounts receivableLn 4$103K
Land, buildings, equipmentLn 10c$346K
Other assetsLn 15$1K
Total assetsLn 16$1.5M
LiabilitiesLn 26$30K
Net assetsLn 32$1.4M
OperationsPt I, VI
EmployeesI 533
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$822K$1.0M
Land, buildings, equipmentLn 10c$345K$346K
Total assetsLn 16$1.3M$1.5M
LiabilitiesLn 26$48K$30K
Net assetsLn 32$1.3M$1.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$75K$0$75K$0
Other salaries and wagesLn 7$430K$368K$62K$0
Other employee benefitsLn 9$29K$20K$9K$0
Payroll taxesLn 10$39K$28K$10K$0
Accounting feesLn 11c$13K$13K$0$0
Office expensesLn 13$19K$13K$6K$0
OccupancyLn 16$30K$26K$3K$0
TravelLn 17$2K$2K$0$0
Depreciation, depletion and amortizationLn 22$44K$30K$14K$0
InsuranceLn 23$56K$51K$6K$0
Other expenses (24a–d)Ln 24$55K$55K$340$0
All other expensesLn 24e$157K$154K$4K$0
Total functional expensesLn 25$948K$759K$189K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 15, 2026 $1.1M$1.5M−$396K$1.2M 990 PDF
FY2024Filed with the IRS Apr 29, 2025 $1.4M$1.3M$130K$1.6M 990 PDF
FY2023 ViewingFiled with the IRS Oct 20, 2023 $1.1M$948K$147K$1.4M 990 PDF
FY2022Filed with the IRS Jan 26, 2023 $1.1M$1.0M$51K$1.3M 990 PDF
FY2021Filed with the IRS May 12, 2022 $1.3M$1.1M$170K$1.2M 990 PDF
FY2020Filed with the IRS Apr 6, 2021 $1.3M$1.1M$164K$1.1M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $1,095,223 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $965,460$1,016,509
I-9 Program service revenuePrior year $84,232$67,499
I-10 Investment incomePrior year $2,685$11,215
I-11 Other revenuePrior year $15$0
I-12 Total revenuePrior year $1,052,392$1,095,223
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $624,562$571,580
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $376,444$376,885
I-18 Total expensesPrior year $1,001,006$948,465
I-19 Revenue less expensesPrior year $51,386$146,758
Part VI · Governance 8 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,095,223 across 7 lines filed
VIII-1e Government grants$1,016,459
VIII-1f All other contributions, gifts and grants$50
VIII-1h Total contributions, gifts and grants$1,016,509
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$67,499
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $5,305$5,305
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $5,910$5,910
VIII-12 Total revenueRelated to mission $67,499 · Unrelated business $0 · Excluded from tax $11,215$1,095,223
Part IX · Statement of functional expenses $948,465 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $74,519 · Fundraising $0$74,519
IX-7 Other salaries and wagesPrograms $367,587 · Management $62,077 · Fundraising $0$429,664
IX-9 Other employee benefitsPrograms $20,032 · Management $8,650 · Fundraising $0$28,682
IX-10 Payroll taxesPrograms $28,233 · Management $10,482 · Fundraising $0$38,715
IX-11c Accounting feesPrograms $12,795 · Management $0 · Fundraising $0$12,795
IX-13 Office expensesPrograms $13,007 · Management $6,213 · Fundraising $0$19,220
IX-16 OccupancyPrograms $26,495 · Management $3,493 · Fundraising $0$29,988
IX-17 TravelPrograms $1,908 · Management $0 · Fundraising $0$1,908
IX-22 Depreciation, depletion and amortizationPrograms $30,132 · Management $13,973 · Fundraising $0$44,105
IX-23 InsurancePrograms $50,637 · Management $5,643 · Fundraising $0$56,280
IX-24 Other expenses (24a–d)Programs $54,873 · Management $340 · Fundraising $0$55,213
IX-24e All other expensesPrograms $153,601 · Management $3,775 · Fundraising $0$157,376
IX-25 Total functional expensesPrograms $759,300 · Management $189,165 · Fundraising $0$948,465
Part X · Balance sheet $1,461,182 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $291,945$477,038
X-2 Savings and temporary cash investmentsStart of year $530,330$534,355
X-4 Accounts receivableStart of year $164,033$102,679
X-10c Land, buildings and equipment, netStart of year $344,694$345,995
X-15 Other assetsStart of year $1,115$1,115
X-16 Total assetsStart of year $1,332,117$1,461,182
X-17 Accounts payable and accrued expensesStart of year $47,840$30,147
X-26 Total liabilitiesStart of year $47,840$30,147
X-27 Net assets without donor restrictionsStart of year $1,284,277$1,431,035
X-32 Total net assets or fund balancesStart of year $1,284,277$1,431,035
X-33 Total liabilities and net assetsStart of year $1,332,117$1,461,182
Part XI · Reconciliation of net assets $1,431,035 net assets at year end
XI-1 Total revenue$1,095,223
XI-2 Total expenses$948,465
XI-3 Revenue less expenses$146,758
XI-4 Net assets at start of year$1,284,277
XI-10 Net assets at end of year$1,431,035

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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