Three Oaks Circle Inc.

990 • Fiscal year 2013 • EIN 39-1959616

Jul 01, 2012 to Jun 30, 2013 • Filed on Sep 20, 2013

Organization Profile WWW.CAPRICOMMUNITIES.COM

20711 Watertown RoadRoom/Suite AWaukesha, WI 53186

Siviq Scores

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

1.43x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

14.68x

Higher debt load relative to revenue than 98% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

-50%

Higher net margin than 6% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-5.0%

Faster asset growth than 20% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

No value available

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

Source year 2013

Balance Sheet

Liabilities / Assets96th percentile

Assets

Down

$2,646,504

Down $138,849 (-5.0%) from 2012

Net Assets

Down

-$1,128,306

Down $127,731 (-13%) from 2012

Liabilities

Down

$3,774,810

Down $11,118 (-0.3%) from 2012

Revenue And Expenses

Liabilities / Revenue98th percentile Net Margin6th percentile

Revenue

$257,199

No earlier filing loaded for comparison.

Expenses

$384,930

Up $13,975 (+3.8%) from 2012

Net Income

-$127,731

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

Highlighted filing

2013

Assets$2,646,504

Liabilities$3,774,810

Net Assets-$1,128,306

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2013

Revenue$257,199

Expenses$384,930

Net Income-$127,731

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Sep 20, 2013
Return Version: 2012v2.3
Gross Receipts: $257,199

Mission and Program Overview

Mission

To provide housing for low income elderly individuals.

Filing and Contact Details

Filer

EIN: 39-1959616

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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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ReturnHeader/Officer/Phone	0	2627981224
ReturnHeader/Officer/Title	0	CHAIR / DIRECTOR
ReturnHeader/Preparer/DatePrepared	0	2013-09-24
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	JANKINS & JABLONSKI SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	15400 WEST CAPITOL DRIVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	BROOKFIELD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	53005
ReturnHeader/Preparer/Name	0	JOSEPH J JABLONSKI
ReturnHeader/Preparer/Phone	0	2627812121
ReturnHeader/ReturnType	0	990
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-09-24T10:55:43-05:00

Document Assets

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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: $2,646,504
Liabilities: $3,774,810
Net assets: -$1,128,306
Revenue: $257,199
Expenses: $384,930
Net income: -$127,731

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.52	$3.77	$2.25	$0.36	$0.47	$0.11
2023Detailed filing. Detailed filing data is available for this year.	$1.69	$3.82	$2.14	$0.35	$0.47	$0.12
2022Detailed filing. Detailed filing data is available for this year.	$1.76	$3.77	$2.01	$0.33	$0.45	$0.12
2021Detailed filing. Detailed filing data is available for this year.	$1.94	$3.84	$1.89	$0.34	$0.42	$0.08
2020Detailed filing. Detailed filing data is available for this year.	$2.05	$3.86	$1.81	$0.34	$0.39	$0.06
2019Detailed filing. Detailed filing data is available for this year.	$2.06	$3.82	$1.76	$0.33	$0.40	$0.08
2018Detailed filing. Detailed filing data is available for this year.	$2.11	$3.79	$1.68	$0.32	$0.39	$0.08
2017Detailed filing. Detailed filing data is available for this year.	$2.20	$3.80	$1.60	$0.30	$0.40	$0.10
2016Detailed filing. Detailed filing data is available for this year.	$2.31	$3.81	$1.50	$0.28	$0.40	$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.41	$3.79	$1.38	$0.27	$0.39	$0.12
2014Detailed filing. Detailed filing data is available for this year.	$2.51	$3.78	$1.26	$0.26	$0.39	$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.65	$3.77	$1.13	$0.26	$0.38	$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.79	$3.79	$1.00		$0.37