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Nonprofit · EIN 01-0729134

THE OAKS AT BARTLETT

Tax-exempt · BARTLETT, IL 60103

Financials

$17.9M$24.4M2022$18.6M$24M2023$30M$11.4M2024
Revenue Expenses · by fiscal year end
Financials of THE OAKS AT BARTLETT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$30,038,475$11,446,500$18,591,975$4,621,079$3,319,216$1,301,863
June 30, 2024990$18,609,005$24,045,101-$5,436,096$25,476,098$115,571,893-$90,095,795
June 30, 2023990$17,876,510$24,362,994-$6,486,484$24,070,056$108,535,575-$84,465,519
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,248,824
of which government grants
$1,248,824
Program service revenue
$8,057,275
Investment income
$20,732,376
Net gain from sales of assets
$20,392,495
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$4,267,214
Salaries, compensation and benefits (total)
$4,840,447
Professional fundraising fees
$0
Legal fees
$381,624
Accounting fees
$60,260
Occupancy
$459,298
Travel
$5,847
Depreciation
$794,698
Program services (functional)
$10,401,503
Management and general (functional)
$1,044,997

Balance sheet and other

Total assets, start of year
$25,476,098
Total assets, end of year
$4,621,079
Total liabilities, end of year
$3,319,216
Net assets, end of year
$1,301,863
Publicly traded securities
$2,115,738
Net assets without donor restrictions
$1,301,863
Gross receipts
$31,357,006
Employees
329
Volunteers
0
Year formed
2002
State of legal domicile
IL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOAN PETERSONEXECUTIVE DIRECTOR (THROUGH 12/13/24)
Officer
40$183,750
DALJEET S BRARDIRECTOR OF NURSING SERVICES (THROUGH 12/13/24)
Officer
40$157,180
ANGEL H AGUILARHEALTH CENTER ADMINISTRATO (THROUGH 12/13/24)
Officer
40$151,132
TAMMETTE HOLZERDIRECTOR OF SALES AND MARK (THROUGH 12/13/24)
Officer
40$137,903
BRENDA R CASTANOSREGISTERED NURSE (THROUGH 12/13/24)
Highest-paid employee
40$125,499
MA LOURDES CASTOR DOMINGOREGISTERED NURSE (THROUGH 12/13/24)
Highest-paid employee
40$114,598
JACQUES EDOUARD JEAN LOUISLPN/LVN - AL (THROUGH 12/13/24)
Highest-paid employee
40$110,838
IAN E SANTIAGOREGISTERED NURSE (THROUGH 12/13/24)
Highest-paid employee
40$109,836
NALUCHA SITALILPN/LVN - AL (THROUGH 12/13/24)
Highest-paid employee
40$108,257
JAMES NUGENTCHAIR (THROUGH AUGUST 2024)
Trustee or director, Officer
3$0
JULIE BOGGESSCHAIR (THROUGH APRIL 2024)
Trustee or director, Officer
3$0
ED CLANCYSECRETARY (THROUGH AUGUST 2024)
Trustee or director
3$0
DAVID CAMPBELLTREASURER OF THE BOARD (THROUGH AUGUST 2024)
Trustee or director, Officer
0$0
990 for the year ended June 30, 2024: 13 people
NameTitleHours / weekCompensation
JOAN PETERSONEXECUTIVE DIRECTOR
Officer
40$188,462
DALJEET S BRARDIRECTOR OF NURSING SERVICES
Officer
40$161,240
ANGEL H AGUILARHEALTH CENTER ADMINISTRATOR
Officer
40$155,036
TAMMETTE HOLZERDIRECTOR OF SALES AND MARKETING
Officer
40$133,550
BRENDA R CASTANOSREGISTERED NURSE
Highest-paid employee
40$121,247
JACQUES EDOUARD JEAN LOUISLPN/LVN - AL
Highest-paid employee
40$114,655
MA LOURDES CASTOR DOMINGOREGISTERED NURSE
Highest-paid employee
40$111,719
NALUCHA SITALILPN/LVN - AL
Highest-paid employee
40$108,688
IAN E SANTIAGOREGISTERED NURSE
Highest-paid employee
40$107,224
RICHARD NOLDEN(PARTIAL) MEMBER OF THE BO
Trustee or director
3$0
JAMES NUGENTTREASURER OF THE BOARD
Trustee or director, Officer
3$0
JULIE BOGGESSPRESIDENT OF THE BOARD
Trustee or director, Officer
3$0
ED CLANCY(PARTIAL)MEMBER OF THE BOARD
Trustee or director
3$0
990 for the year ended June 30, 2023: 11 people
NameTitleHours / weekCompensationOther / benefits
BRENDA CASTANOSREGISTERED NURSE
Highest-paid employee
48$162,550$16,309
MA LOURDES C DOMINGOREGISTERED NURSE
Highest-paid employee
46$133,442$0
TAMMETTE HOLZERDIR. OF SALES AND MARKETIN
Highest-paid employee
40$132,864$0
TIMOTHY LYNCHEXECUTIVE DIRECTOR
Former
40$130,347$0
KALSANG YOUTSOHEALTH CENTER ADMINISTRATO
Former
40$123,205$0
KATHY MEISINGER(PARTIAL) MEMBER OF THE BOARD
Trustee or director
0$0$0
RICHARD NOLDEN(PARTIAL) MEMBER OF THE BOARD
Trustee or director
3$0$0
JAMES NUGENTTREASURER OF THE BOARD
Trustee or director, Officer
3$0$0
JULIE BOGGESSPRESIDENT OF THE BOARD
Trustee or director, Officer
3$0$0
AARON REINKEMEMBER OF THE BOARD
Trustee or director, Officer
0$0$0
ED CLANCYMEMBER OF THE BOARD
Trustee or director
3$0$0

Address and contacts

Address (IRS master file)
827 CARILLON DRIVE, BARTLETT, IL 60103-4596
Principal officer (990 for 2024)
ALICE MARIE CLARK DANKS, 825 CARILLON DRIVE, BARTLETT, IL 60103
Signed the 990
ALICE MARIE CLARK DANKS, CFO
Phone
(630) 372-1983
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

THE OAKS AT BARTLETT, A LIFE PLAN COMMUNITY, EXISTED TO NOURISH, CELEBRATE AND ENHANCE THE MIND, BODY AND SPIRIT. THE ORGANIZATION CEASED SUBSTANTIALLY ALL OPERATIONS EFFECTIVE DECEMBER 2024. MANAGEMENT AND THE RECEIVER CONTINUE TO OVERSEE WIND-DOWN ACTIVITIES, INCLUDING DISPOSITION AND SETTLEMENT OF REMAINING OPERATIONAL, FINANCIAL, CONTRACTUAL, AND RESIDENT-RELATED MATTERS.

990 for the year ended June 30, 2025

Program accomplishments

  • PRIOR TO CESSATION OF OPERATIONS IN DECEMBER 2024, THE OAKS AT BARTLETT OPERATED A LIFE PLAN COMMUNITY PROVIDING HOUSING, HEALTHCARE, REHABILITATION, ASSISTED LIVING, MEMORY SUPPORT, SKILLED NURSING, DINING, WELLNESS, MAINTENANCE, HOUSEKEEPING, TRANSPORTATION, AND RELATED SUPPORTIVE SERVICES FOR SENIORS AGE 62 AND OLDER. DURING THE FISCAL YEAR ENDED JUNE 30, 2024, THE ORGANIZATION OPERATED 164 INDEPENDENT LIVING RESIDENCES, 49 ASSISTED LIVING SUITES, 16 MEMORY SUPPORT SUITES, AND 60 SKILLED NURSING ROOMS.DURING THE YEAR ENDED JUNE 30, 2025, THE ORGANIZATION CEASED SUBSTANTIALLY ALL COMMUNITY OPERATIONS AND TRANSITIONED RESIDENTS AND SERVICES IN ACCORDANCE WITH REGULATORY AND CONTRACTUAL REQUIREMENTS.
    Expenses $10,401,503 · revenue $28,449,770

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
01-0729134
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2005
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,621,079
Income (IRS master file)
$31,357,006

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$30,038,475$11,446,500$4,621,079IRS
990June 2024$18,609,005$24,045,101$25,476,098IRS
990June 2023$17,876,510$24,362,994$24,070,056XML
990June 2022$13,974,172$19,630,527$25,731,646IRS
990June 2021–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0729134).

Questions about THE OAKS AT BARTLETT

What is the EIN of THE OAKS AT BARTLETT?
The employer identification number (EIN) of THE OAKS AT BARTLETT is 01-0729134.
Is THE OAKS AT BARTLETT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to THE OAKS AT BARTLETT tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE OAKS AT BARTLETT file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THE OAKS AT BARTLETT due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE OAKS AT BARTLETT last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of THE OAKS AT BARTLETT?
The 990 for the year ended June 30, 2025 names ALICE MARIE CLARK DANKS.
Who are the officers and directors of THE OAKS AT BARTLETT?
The 990 for the year ended June 30, 2025 lists 13 people; 9 received compensation from the organization, the highest $183,750 (JOAN PETERSON, EXECUTIVE DIRECTOR (THROUGH 12/13/24)).
How much revenue does THE OAKS AT BARTLETT have?
On its 990 for the year ended June 30, 2025 it reported revenue of $30,038,475, expenses of $11,446,500 and total assets of $4,621,079 at year end.

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