Civic Intelligence

The Oaks at Bartlett

990 • Fiscal year 2012 • EIN 01-0729134

Jul 01, 2011 to Jun 30, 2012 • Filed on Apr 05, 2013

Organization ProfileWWW.THEOAKSATBARTLETT.COM

View Organization Page

827 Carillon Drive60103
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

99th percentile

3.50x

Higher debt load relative to assets than 99% of similar nonprofits.

2012 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

1st percentile

-62%

Faster asset growth than 1% of similar nonprofits.

2012 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$40,297,581

Down $67,094,124 (-62%) from 2011

Net Assets

Down

-$100,579,593

Down $70,781,999 (-238%) from 2011

Liabilities

Up

$140,877,174

Up $3,687,875 (+2.7%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$22,508,708

Down $5,107,898 (-18%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$100M$0-$100M-$200MAssets 2010: $113,965,034Liabilities 2010: $137,574,117Net Assets 2010: -$23,609,0832010Assets 2011: $107,391,705Liabilities 2011: $137,189,299Net Assets 2011: -$29,797,5942011Assets 2012: $40,297,581Liabilities 2012: $140,877,174Net Assets 2012: -$100,579,5932012Assets 2013: $42,852,763Liabilities 2013: $126,289,823Net Assets 2013: -$83,437,0602013Assets 2014: $42,250,053Liabilities 2014: $130,337,042Net Assets 2014: -$88,086,9892014Assets 2015: $40,292,054Liabilities 2015: $131,543,948Net Assets 2015: -$91,251,8942015Assets 2016: $36,284,408Liabilities 2016: $130,638,022Net Assets 2016: -$94,353,6142016Assets 2017: $33,626,305Liabilities 2017: $130,761,419Net Assets 2017: -$97,135,1142017Assets 2018: $32,038,684Liabilities 2018: $132,287,826Net Assets 2018: -$100,249,1422018Assets 2019: $29,798,900Liabilities 2019: $132,847,644Net Assets 2019: -$103,048,7442019Assets 2020: $29,792,189Liabilities 2020: $137,898,767Net Assets 2020: -$108,106,5782020Assets 2021: $26,201,984Liabilities 2021: $100,229,579Net Assets 2021: -$74,027,5952021Assets 2022: $25,731,646Liabilities 2022: $103,748,155Net Assets 2022: -$78,016,5092022Assets 2023: $24,070,056Liabilities 2023: $108,535,575Net Assets 2023: -$84,465,5192023Assets 2024: $25,476,098Liabilities 2024: $115,571,893Net Assets 2024: -$90,095,7952024

Highlighted filing

2012

Assets$40,297,581
Liabilities$140,877,174
Net Assets-$100,579,593
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $26,613,2472010Expenses 2011: $27,616,6062011Expenses 2012: $22,508,7082012Revenue 2013: $19,148,056Expenses 2013: $21,212,957Net Income 2013: -$2,064,9012013Revenue 2014: $19,223,332Expenses 2014: $23,873,261Net Income 2014: -$4,649,9292014Revenue 2015: $19,494,184Expenses 2015: $23,140,855Net Income 2015: -$3,646,6712015Revenue 2016: $19,785,786Expenses 2016: $22,887,506Net Income 2016: -$3,101,7202016Revenue 2017: $19,708,782Expenses 2017: $22,490,282Net Income 2017: -$2,781,5002017Revenue 2018: $18,636,692Expenses 2018: $21,750,720Net Income 2018: -$3,114,0282018Revenue 2019: $18,923,594Expenses 2019: $21,723,196Net Income 2019: -$2,799,6022019Revenue 2020: $19,437,603Expenses 2020: $24,495,437Net Income 2020: -$5,057,8342020Revenue 2021: $13,279,793Expenses 2021: $21,635,919Net Income 2021: -$8,356,1262021Revenue 2022: $13,974,172Expenses 2022: $19,630,527Net Income 2022: -$5,656,3552022Revenue 2023: $17,876,510Expenses 2023: $24,362,994Net Income 2023: -$6,486,4842023Revenue 2024: $18,609,005Expenses 2024: $24,045,101Net Income 2024: -$5,436,0962024

Highlighted filing

2012

Revenue-
Expenses$22,508,708
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Apr 5, 2013
Return Version
2011v1.5
Gross Receipts
$19,300,561
Mission and Program Overview

Mission

Clare oaks, a life plan community, exists to nourish, celebrate and enhance the mind, body and spirit.

Filing and Contact Details

Filer

EIN
01-0729134
Raw XML AppendixShowing 400 of 611 raw XML fields

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IRS990/Revenue019171903
IRS990/RevenuesLessExpensesCY0-3285261
IRS990/RevenuesLessExpensesPriorYear0-7744228
IRS990/SalariesEtcCurrentYear08220495
IRS990/SalariesEtcPriorYear07656016
IRS990/SavingsAndTempCashInvestments/BOY0141549
IRS990/SavingsAndTempCashInvestments/EOY02316634
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year0460
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years04038347
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years0961653
IRS990ScheduleA/GiftsGrantsContribReceived509/Total05000460
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear051544
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year0175005
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years0308061
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0374492
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years01895733
IRS990ScheduleA/GrossInvestmentIncome509/Total02804835
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear018134777
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year019190735
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years014869035
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years011302080
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years0976060
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total064472687
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear051544
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year0175005
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0308061
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0374492
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years01895733
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total02804835
IRS990ScheduleA/InvestmentIncomePercentage00.03760
IRS990ScheduleA/OtherIncome509/CurrentTaxYear01037126
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus1Year0506178
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus2Years0458028
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus3Years0184498
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus4Years077435
IRS990ScheduleA/OtherIncome509/Total02263265
IRS990ScheduleA/PriorYearSupportPercentage00.85100
IRS990ScheduleA/PriorYrInvestIncomePercentage00.13370
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.93200
IRS990ScheduleA/PublicSupportTotal509069473147
IRS990ScheduleA/SupportFromDQPsEtc/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear018134777
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year019191195
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years018907382
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years012263733
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years0976060
IRS990ScheduleA/Total509/Total069473147
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear019223447
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year019872378
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years019673471
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years012822723

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$40,297,581
Liabilities
$140,877,174
Net assets
-$100,579,593
Revenue
-
Expenses
$22,508,708
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.5$116$90.1$18.6$24.0$5.44
2023Detailed filing. Detailed filing data is available for this year.$24.1$109$84.5$17.9$24.4$6.49
2022Detailed filing. Detailed filing data is available for this year.$25.7$104$78.0$14.0$19.6$5.66
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$26.2$100$74.0$13.3$21.6$8.36
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.8$138$108$19.4$24.5$5.06
2019Detailed filing. Detailed filing data is available for this year.$29.8$133$103$18.9$21.7$2.80
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.0$132$100$18.6$21.8$3.11
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.6$131$97.1$19.7$22.5$2.78
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.3$131$94.4$19.8$22.9$3.10
2015Detailed filing. Detailed filing data is available for this year.$40.3$132$91.3$19.5$23.1$3.65
2014Detailed filing. Detailed filing data is available for this year.$42.3$130$88.1$19.2$23.9$4.65
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.9$126$83.4$19.1$21.2$2.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.3$141$101$22.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$107$137$29.8$27.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$114$138$23.6$26.6
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)3 • $25M-$50M nonprofits