Nonprofit · EIN 39-1959616
THREE OAKS CIRCLE INC
Tax-exempt · WAUKESHA, WI 53186
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $378,217 | $507,547 | -$129,330 | $1,418,048 | $3,792,702 | -$2,374,654 |
| June 30, 2024 | 990 | $362,248 | $472,375 | -$110,127 | $1,521,718 | $3,767,040 | -$2,245,322 |
| June 30, 2023 | 990 | $352,709 | $473,956 | -$121,247 | $1,687,511 | $3,822,707 | -$2,135,196 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $363,685
- Investment income
- $2,389
- Other revenue
- $12,143
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $100
- Accounting fees
- $10,154
- Depreciation
- $176,586
- Program services (functional)
- $349,934
- Management and general (functional)
- $157,613
Balance sheet and other
- Total assets, start of year
- $1,521,718
- Total assets, end of year
- $1,418,048
- Total liabilities, end of year
- $3,792,702
- Net assets, end of year
- -$2,374,654
- Land, buildings and equipment
- $1,245,266
- Net assets without donor restrictions
- -$2,374,654
- Gross receipts
- $378,217
- Employees
- 0
- Year formed
- 1999
- State of legal domicile
- WI
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE ANDERSEN | SECRETARY/DI Trustee or director, Officer | – | $0 |
| GLEN CHOBAN | PRESIDENT/DI Trustee or director, Officer | – | $0 |
| JEROME GARRETT | DIRECTOR Trustee or director | – | $0 |
| NICOLE WILLOUGHBY | DIRECTOR Trustee or director | – | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE ANDERSEN | SECRETARY/DI Trustee or director, Officer | – | $0 |
| TREVOR ARNOLD | DIRECTOR Trustee or director | – | $0 |
| JEROME GARRETT | DIRECTOR Trustee or director | – | $0 |
| MARGIE KIDDER | DIRECTOR Trustee or director | – | $0 |
| MR JEROME NEARY | PRESIDENT/DI Trustee or director, Officer | – | $0 |
| WAYNE RAPPOLD | TREASURER/DI Trustee or director, Officer | – | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE ANDERSEN | SECRETARY/DI Trustee or director, Officer | – | $0 |
| TREVOR ARNOLD | DIRECTOR Trustee or director | – | $0 |
| JEROME GARRETT | DIRECTOR Trustee or director | – | $0 |
| MARGIE KIDDER | DIRECTOR Trustee or director | – | $0 |
| MR JEROME NEARY | PRESIDENT/DI Trustee or director, Officer | – | $0 |
| WAYNE RAPPOLD | TREASURER/DI Trustee or director, Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 20875 CROSSROADS CIR STE 400, WAUKESHA, WI 53186-4026
- Principal officer (990 for 2024)
- GLEN CHOBAN, 2318 KAYLA DRIVE, WAUKESHA, WI 531888018
- Signed the 990
- GLEN CHOBAN, PRESIDENT/DIRECTOR
- Phone
- (262) 798-1224
- Website
- WWW.CAPRICOMMUNITIES.COM
- Return prepared by
- JANKINS JABLONSKI LLC
Mission
TO PROVIDE HOUSING FOR LOW INCOME ELDERLY INDIVIDUALS.
Program accomplishments
- THREE OAKS CIRCLE, INC. CONSTRUCTED AND OPERATES A 49 UNIT RENTAL HOUSING PROJECT FOR QUALIFIED LOW INCOME ELDERLY INDIVIDUALS.Expenses $349,934 · revenue $363,685
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1959616
- 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
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L21)
- Assets (IRS master file)
- $1,418,048
- Income (IRS master file)
- $378,217
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $378,217 | $507,547 | $1,418,048 | IRS |
| 990 | June 2024 | $362,248 | $472,375 | $1,521,718 | XML |
| 990 | June 2023 | $352,709 | $473,956 | $1,687,511 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 39-1959616).
Questions about THREE OAKS CIRCLE INC
- What is the EIN of THREE OAKS CIRCLE INC?
- The employer identification number (EIN) of THREE OAKS CIRCLE INC is 39-1959616.
- Is THREE OAKS CIRCLE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to THREE OAKS CIRCLE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THREE OAKS CIRCLE INC 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 THREE OAKS CIRCLE INC 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 THREE OAKS CIRCLE INC 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 THREE OAKS CIRCLE INC?
- The 990 for the year ended June 30, 2025 names GLEN CHOBAN.
- Who are the officers and directors of THREE OAKS CIRCLE INC?
- The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THREE OAKS CIRCLE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $378,217, expenses of $507,547 and total assets of $1,418,048 at year end.
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