Longwood at Oakmont Inc
Public records show a registered, tax-exempt organization in good standing.
Points to look into
- It owes more than it owns.
These come from the organization's own tax return. There may be a good explanation; ask the charity.
What it says it does
Continuing care retirement community providing a full range of quality amenities & support including an accredited LifeCare model that provides priority access to future healthcare services.
- Income
- $35.1 million
- Spending
- $36.1 million
- Spent on programs
- 82%
- Reserves
- -35.6 months of spending
- Largest source of income
- fees for its services, 96%
- Employees
- 0
- Volunteers
- 50
- Highest pay
- $513,855, director, chair and presid
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Weak: 38 out of 100. Higher than 8% of charities in its peer group (human services, $10m to $100m).
Reserves
0 of 35Spendable reserves are negative: it owes or has committed more than it holds.
Debt
0 of 20It owes 143% of what it owns.
Living within its means
8 of 15Spending exceeded income by 3% of income.
Income trend
15 of 15Income rose 1% on the year before.
Spending floor
15 of 1582% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100. Higher than 35% of charities in its peer group (human services, $10m to $100m).
Independent board
25 of 258 of 11 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- $29.4 million spent. Longwood at Oakmont serves over 390 older adults on a continuing basis. Since 2017, Longwood at Oakmont has partnered Masterpiece Living, a multi-specialty group that currently partners with more than 80 organizations nationwide in order to maximize the potential of older adults. Through the partnership, Longwood accesses research and tools that provide opportunities for each of its residents, and the community as a whole, to measure progress against four key dimensions of successful living - spiritual, intellectual, physical and social. In 2019, Longwood received certification designation from Masterpiece Living as a Center for Successful Aging (CSA). CSAs fulfill the need for high quality successful aging service providers, and are regional destinations that implement innovative practices, both within their organization and for the greater community. These destinations empower residents and team members to maximize their potential by applying the latest research on successful aging and demonstrating measured results. Launched by Masterpiece Living, CSA designation distinguishes the best successful aging organizations in the country. Currently, there are only 23 locations nationwide.At Longwood, better choices for a better life include a variety of financial and monthly agreements. With a LifeCare package, residents make an upfront investment, which offers refundability options to their estate, and includes unlimited use of healthcare services if needed. Another affordable option is the month-to-month rentals available on a limited number of residences on a first-come, first-serve basis that includes access to community amenities without having to make the long-term commitment and significant upfront investment. Another option, SelectCare, offers a lower upfront investment and provides access to health care services when and where available at prevailing market rates. In 2017, Longwood implemented a Care Management model that provides a personal care manager to every resident in independent living. Care Management Services support successful living at Longwood by helping independent living residents maintain their highest level of functioning. One way we distinguish ourselves is by pursuing CARF Accreditation. CARF is an international, not-for-profit organization that promotes quality, value, and optimal outcomes by conducting surveys to assure that quality standards are being met. Participation in CARF accreditation is voluntary and requires a commitment of time and resources.In 2016, as part of Presbyterian SeniorCare Network, Longwood at Oakmont attained accreditation under CARF's Network standards. Introduced in 2016, the "Network" standards were implemented by CARF in order to "support networks' development toward continuity of services among multiple providers and to support quality when a legal entity does not own all participating providers within its network." Longwood at Oakmont achieved CARF accreditation in four additional program areas: Continuing Care Retirement Community, Person-Centered Long-Term Care Community, Dementia Care Specialty, and Assisted Living. A Person-Centered Long-Term Care Community, according to CARF, "is a place where persons served want to live, people want to work, and both choose to stay." CARF defines a Dementia Care Specialty Program as one that delivers services focused on the unique and changing physical, cognitive, communication, emotional, psychosocial, behavioral, occupational, medical, palliative, educational, environmental, and leisure/recreational needs of persons with dementia. Under CARF, the Assisted Living accreditation also encompasses personal care communities and is defined as "a residential program that provides meals, housing, and a range of hospitality and personal care services for adults of all ages in a supportive and safe home-like setting."Presbyterian SeniorCare has been instrumental in developing, and is the sole member of, numerous not-for-profit membership corporations that provide older adults with living and service options including: a regional system of housing for low income seniors and persons with disabilities, personal care, Alzheimer's and dementia care, long-term and rehabilitation healthcare, home health, and community services for older adults. Additionally, in collaboration with Jewish Association on Aging and UPMC, we are a sponsor of Community LIFE, a non-profit program that provides comprehensive health and social services to approximately 600 frail, elderly adults so that they can continue to live in their homes. Presbyterian SeniorCare strives to participate with the provider networks of all of the major insurers and health systems in the markets we serve.The Internal Revenue Service has determined that Presbyterian SeniorCare is exempt from federal income taxation under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. However, as a responsible corporate citizen, Presbyterian SeniorCare gives back to its local communities through promotion of health and wellness efforts, education and training programs, financial and in-kind donations, and special projects. Guided by its faith-based not-for-profit mission, Presbyterian SeniorCare provides approximately $3.2 million in benevolent care annually to residents in our personal care communities who no longer have the means to pay. In 2025 across its regional network, it provided a combined total of $29.8 million in benevolent (charitable) and uncompensated care. This included $338,000 of benevolent care provided to Longwood at Oakmont residents in 2025. Benevolent care is supported by the Longwood Life Care Fund, which provides assistance to Longwood LifeCare residents who have outlived their resources and no longer have the ability to meet the monthly maintenance fees. Presbyterian SeniorCare is recognized as a Dementia Care Center of Excellence and is partnering in the training of hospital emergency department staff and first responders. A
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since May 1990.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.