Civic Intelligence

Three Oaks Family Homes Inc

EIN 68-0333463 • 501(c)3 • San Rafael, CA

Profile

To perform the charitable functions of and carry out the charitable purposes of eah inc., a related california nonprofit public benefit corporation.

22 Pelican WaySan Rafael, CA 94901

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

100th percentile

1609.98x

Higher debt load relative to assets than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

100th percentile

980.89x

Higher debt load relative to revenue than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

43rd percentile

-0.7%

Higher net margin than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

86th percentile

50%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

-15%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,500

Up $500 (+50%) from 2023

Liabilities

Up

$2,414,963

Up $518 (+0.0%) from 2023

Net Assets

Down

-$2,413,463

Down $18 (-0.0%) from 2023

Revenue

Down

$2,462

Down $439 (-15%) from 2023

Expenses

Down

$2,480

Down $447 (-15%) from 2023

Net Income

Up

-$18

Up $8 (+31%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$2.0M$0-$2.0M-$4.0MAssets 2011: $346,628Liabilities 2011: $73,952Net Assets 2011: $272,6762011Assets 2012: $288,393Liabilities 2012: $123,952Net Assets 2012: $164,4412012Assets 2013: $257,384Liabilities 2013: $156,742Net Assets 2013: $100,6422013Assets 2014: $163,940Liabilities 2014: $145,357Net Assets 2014: $18,5832014Assets 2015: $2,469,472Liabilities 2015: $52,055Net Assets 2015: $2,417,4172015Assets 2016: $2,492,189Liabilities 2016: $518Net Assets 2016: $2,491,6712016Assets 2017: $2,480,779Liabilities 2017: $2,413,918Net Assets 2017: $66,8612017Assets 2018: $2,475,083Liabilities 2018: $2,413,836Net Assets 2018: $61,2472018Assets 2019: $500Liabilities 2019: $2,413,850Net Assets 2019: -$2,413,3502019Assets 2020: $500Liabilities 2020: $2,413,869Net Assets 2020: -$2,413,3692020Assets 2021: $500Liabilities 2021: $2,413,893Net Assets 2021: -$2,413,3932021Assets 2022: $500Liabilities 2022: $2,413,919Net Assets 2022: -$2,413,4192022Assets 2023: $1,000Liabilities 2023: $2,414,445Net Assets 2023: -$2,413,4452023Assets 2024: $1,500Liabilities 2024: $2,414,963Net Assets 2024: -$2,413,4632024

Highlighted filing

2024

Assets$1,500
Liabilities$2,414,963
Net Assets-$2,413,463

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $272,454Expenses 2011: $120,628Net Income 2011: $151,8262011Revenue 2012: $568,723Expenses 2012: $676,958Net Income 2012: -$108,2352012Revenue 2013: $565,571Expenses 2013: $629,370Net Income 2013: -$63,7992013Revenue 2014: $548,179Expenses 2014: $630,238Net Income 2014: -$82,0592014Revenue 2015: $2,923,152Expenses 2015: $524,318Net Income 2015: $2,398,8342015Revenue 2016: $82,369Expenses 2016: $8,115Net Income 2016: $74,2542016Revenue 2017: $64,240Expenses 2017: $75,675Net Income 2017: -$11,4352017Revenue 2018: $65,734Expenses 2018: $71,348Net Income 2018: -$5,6142018Revenue 2019: $52,652Expenses 2019: $2,527,249Net Income 2019: -$2,474,5972019Revenue 2020: $3,307Expenses 2020: $3,326Net Income 2020: -$192020Revenue 2021: $2,399Expenses 2021: $2,423Net Income 2021: -$242021Revenue 2022: $1,897Expenses 2022: $1,923Net Income 2022: -$262022Revenue 2023: $2,901Expenses 2023: $2,927Net Income 2023: -$262023Revenue 2024: $2,462Expenses 2024: $2,480Net Income 2024: -$182024

Highlighted filing

2024

Revenue$2,462
Expenses$2,480
Net Income-$18

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$2.41$2.41$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$2.41$2.41$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$2.41$2.41$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$2.41$2.41$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$2.41$2.41$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$2.41$2.41$0.05$2.53$2.47
2018Detailed filing. Detailed filing data is available for this year.$2.48$2.41$0.06$0.07$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.48$2.41$0.07$0.06$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.08$0.01$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.05$2.42$2.92$0.52$2.40
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.15$0.02$0.55$0.63$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.26$0.16$0.10$0.57$0.63$0.06
2012Summary only. Only limited summary data is available for this year.$0.29$0.12$0.16$0.57$0.68$0.11
2011Summary only. Only limited summary data is available for this year.$0.35$0.07$0.27$0.27$0.12$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 14, 2025
Return Version
2024v5.2
Gross Receipts
$2,462
Mission and Program Overview

Mission

To develop, foster, secure, manage, and administer affordable, decent, safe, and sanitary housing projects, consisting of apartment complexes to be leased at affordable rents to very low and low income persons.

To perform the charitable functions of and carry out the charitable purposes of eah inc., a related california nonprofit public benefit corporation.

Program Services

DescriptionGrantsExpenses
THE CORPORATION IS THE SOLE OWNER OF A LIMITED LIABILITY COMPANY WHICH SERVES AS A GENERAL PARTNER FOR A LIMITED PARTNERSHIP THAT PROVIDES 36 UNITS OF LOW-INCOME HOUSING FOR FAMILIES IN WALNUT, CREEK CALIFORNIA.$0$2,480
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE FLEMINGSecretary-$0--
LAURA HALLVice President-$0--
WELTON JORDANPresident-$0--
Filing and Contact Details

Filer

Filer Name
Three Oaks Family Homes Inc
EIN
68-0333463
Phone
4152581800
Address
22 PELICAN WAY, SAN RAFAEL, CA 94901

Signing Officer

Name
Laura Hall
Title
Vice President
Phone
4152581800
Signed
2025-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Aprio Advisory Group LLC
Address
2185 N CALIFORNIA BLVD SUITE 350, WALNUT CREEK, CA 94596
Preparer
James W Godbee Jr
Phone
9252102180
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: allocable share of ps rent. Amount: 87.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: miscellaneous taxes & licenses. Amount: 825. Description: ps management fees. Amount: 500. Description: allocable share of partnership expenses. Amount: 105. Total to form 990-ez, line 16: 1,430.

Form 990-ez, Part II, Line 24 - Other Assets

Description: partnership mgmt fee receivable . Beg. Of year amount: 1,000. End of year amount: 1,500.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: investment in ps - negative cap acct. Beg. Of year amount: 2,413,445. End of year amount: 2,413,463. Description: partnership mgmt fee payable. Beg. Of year amount: 1,000. End of year amount: 1,500.

Raw XML Appendix153 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum04152581800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt022 PELICAN WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN RAFAEL
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-2413463
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHERINE FLEMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WELTON JORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01430
IRS990EZ/OtherRevenueTotalAmt087
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PERFORM THE CHARITABLE FUNCTIONS OF AND CARRY OUT THE CHARITABLE PURPOSES OF EAH INC., A RELATED CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION.
IRS990EZ/ProgramServiceRevenueAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CORPORATION IS THE SOLE OWNER OF A LIMITED LIABILITY COMPANY WHICH SERVES AS A GENERAL PARTNER FOR A LIMITED PARTNERSHIP THAT PROVIDES 36 UNITS OF LOW-INCOME HOUSING FOR FAMILIES IN WALNUT, CREEK CALIFORNIA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02480
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02480
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IRS990EZ/TotalRevenueAmt02462
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0941699153
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0605
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EAH INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ALLOCABLE SHARE OF PS RENT. AMOUNT: 87.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS TAXES & LICENSES. AMOUNT: 825. DESCRIPTION: PS MANAGEMENT FEES. AMOUNT: 500. DESCRIPTION: ALLOCABLE SHARE OF PARTNERSHIP EXPENSES. AMOUNT: 105. TOTAL TO FORM 990-EZ, LINE 16: 1,430.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PARTNERSHIP MGMT FEE RECEIVABLE . BEG. OF YEAR AMOUNT: 1,000. END OF YEAR AMOUNT: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INVESTMENT IN PS - NEGATIVE CAP ACCT. BEG. OF YEAR AMOUNT: 2,413,445. END OF YEAR AMOUNT: 2,413,463. DESCRIPTION: PARTNERSHIP MGMT FEE PAYABLE. BEG. OF YEAR AMOUNT: 1,000. END OF YEAR AMOUNT: 1,500.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04152581800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THREE OAKS FAMILY HOMES INC
ReturnHeader/Filer/BusinessNameControlTxt0THRE
ReturnHeader/Filer/EIN0680333463
ReturnHeader/Filer/PhoneNum04152581800
ReturnHeader/Filer/USAddress/AddressLine1Txt022 PELICAN WAY
ReturnHeader/Filer/USAddress/CityNm0SAN RAFAEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582487348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0APRIO ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02185 N CALIFORNIA BLVD SUITE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094596
ReturnHeader/PreparerPersonGrp/PhoneNum09252102180
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES W GODBEE JR
ReturnHeader/ReturnTs02025-09-24T17:03:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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