Civic Intelligence

The Oaks at Bartlett

990 • Fiscal year 2013 • EIN 01-0729134

Jul 01, 2012 to Jun 30, 2013 • Filed on May 07, 2014

Organization ProfileWWW.THEOAKSATBARTLETT.COM

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827 Carillon DriveBartlett, IL 60103
Siviq Scores

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

Liabilities / Assets

99th percentile

2.95x

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

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

96th percentile

6.60x

Higher debt load relative to revenue than 96% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Net Margin

12th percentile

-11%

Higher net margin than 12% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

56th percentile

6.3%

Faster asset growth than 56% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$42,852,763

Up $2,555,182 (+6.3%) from 2012

Net Assets

Up

-$83,437,060

Up $17,142,533 (+17%) from 2012

Liabilities

Down

$126,289,823

Down $14,587,351 (-10%) from 2012

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin12th percentile

Revenue

$19,148,056

No earlier filing loaded for comparison.

Expenses

Down

$21,212,957

Down $1,295,751 (-5.8%) from 2012

Net Income

-$2,064,901

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2013

Assets$42,852,763
Liabilities$126,289,823
Net Assets-$83,437,060
Open 2013 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

2013

Revenue$19,148,056
Expenses$21,212,957
Net Income-$2,064,901
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 7, 2014
Return Version
2012v2.1
Gross Receipts
$19,148,056
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 917 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/SavingsAndTempCashInvestments/BOY02316634
IRS990/SavingsAndTempCashInvestments/EOY081910
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years0460
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years04038347
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years0961653
IRS990ScheduleA/GiftsGrantsContribReceived509/Total05000460
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear0503
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year051544
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years0175005
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0308061
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years0374492
IRS990ScheduleA/GrossInvestmentIncome509/Total0909605
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear018439420
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year018134777
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years019190735
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years014869035
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years011302080
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total081936047
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear0503
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year051544
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0175005
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0308061
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years0374492
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0909605
IRS990ScheduleA/InvestmentIncomePercentage00.01000
IRS990ScheduleA/OtherIncome509/CurrentTaxYear0708133
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus1Year01037126
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus2Years0506178
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus3Years0458028
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus4Years0184498
IRS990ScheduleA/OtherIncome509/Total02893963
IRS990ScheduleA/PriorYearSupportPercentage00.93200
IRS990ScheduleA/PriorYrInvestIncomePercentage00.03760
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.95810
IRS990ScheduleA/PublicSupportTotal509086936507
IRS990ScheduleA/SupportFromDQPsEtc/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear018439420
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year018134777
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years019191195
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years018907382
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years012263733
IRS990ScheduleA/Total509/Total086936507
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear019148056
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year019223447
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years019872378

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$42,852,763
Liabilities
$126,289,823
Net assets
-$83,437,060
Revenue
$19,148,056
Expenses
$21,212,957
Net income
-$2,064,901
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