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THE OAKS AT BARTLETT IS AN ENDURING SENIOR LIVING COMMUNITY THAT SUPPORTS A FULLER AND FREER LIFE.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$18.6M
Program Spending
88%
of total expenses go to program services
Total Contributions
$6,839
Total Expenses
▼$24M
Total Assets
$25.5M
Total Liabilities
▼$115.6M
Net Assets
-$90.1M
Officer Compensation
→$174.2K
Other Salaries
$8.4M
Investment Income
$50.8K
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
1
Clean Audits
1
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2021 | Clean | Unmodified (Clean) | $800.4K | No | 2022-08-17 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$800.4K
Tax Year 2023 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $18.6M | $6,839 | $24M | $25.5M | -$90.1M |
| 2022IRS e-File | $17.9M | $0 | $24.4M | $24.1M | -$84.5M |
| 2021 | $13.3M | $0 | $21.6M | $26.2M | -$74M |
| 2020 | $19.4M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2023)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Joan Peterson | Executive Director | 40 | $188.5K | $0 | $0 | $188.5K |
| Daljeet S Brar | Director Of Nursing Services | 40 | $161.2K | $0 | $0 | $161.2K |
| Angel H Aguilar | Health Center Administrator | 40 | $155K | $0 | $0 | $155K |
| Tammette Holzer | Director Of Sales And Marketing | 40 | $133.6K | $0 | $0 | $133.6K |
| James Nugent | Treasurer Of The Board | 3 | $0 | $0 | $0 | $0 |
| Julie Boggess | President Of The Board | 3 | $0 | $0 | $0 | $0 |
Joan Peterson
Executive Director
$188.5K
Hrs/Wk
40
Compensation
$188.5K
Related Orgs
$0
Other
$0
Daljeet S Brar
Director Of Nursing Services
$161.2K
Hrs/Wk
40
Compensation
$161.2K
Related Orgs
$0
Other
$0
Angel H Aguilar
Health Center Administrator
$155K
Hrs/Wk
40
Compensation
$155K
Related Orgs
$0
Other
$0
Tammette Holzer
Director Of Sales And Marketing
$133.6K
Hrs/Wk
40
Compensation
$133.6K
Related Orgs
$0
Other
$0
James Nugent
Treasurer Of The Board
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Julie Boggess
President Of The Board
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Brenda R Castanos | Registered Nurse | 40 | $121.2K | $0 | $0 | $121.2K |
| Jacques Edouard Jean Louis | Lpn/lvn - Al | 40 | $114.7K | $0 | $0 | $114.7K |
| Ma Lourdes Castor Domingo | Registered Nurse | 40 | $111.7K | $0 | $0 | $111.7K |
| Nalucha Sitali | Lpn/lvn - Al | 40 | $108.7K | $0 | $0 | $108.7K |
| Ian E Santiago | Registered Nurse | 40 | $107.2K | $0 | $0 | $107.2K |
Brenda R Castanos
Registered Nurse
$121.2K
Hrs/Wk
40
Compensation
$121.2K
Related Orgs
$0
Other
$0
Jacques Edouard Jean Louis
Lpn/lvn - Al
$114.7K
Hrs/Wk
40
Compensation
$114.7K
Related Orgs
$0
Other
$0
Ma Lourdes Castor Domingo
Registered Nurse
$111.7K
Hrs/Wk
40
Compensation
$111.7K
Related Orgs
$0
Other
$0
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Ed Clancy | (partial)member Of The Board | 3 | $0 | $0 | $0 | $0 |
| Richard Nolden | (partial) Member Of The Bo | 3 | $0 | $0 | $0 | $0 |
Ed Clancy
(partial)member Of The Board
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Richard Nolden
(partial) Member Of The Bo
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
| $654K |
| $24.5M |
| $29.8M |
| -$108.1M |
| 2019 | $18.9M | $606 | $21.7M | $29.8M | -$103M |
| 2018 | $18.6M | $0 | $21.8M | $32M | -$100.2M |
| 2017 | $19.7M | $0 | $22.5M | $33.6M | -$97.1M |
| 2016 | $19.8M | $0 | $22.9M | $36.3M | -$94.4M |
| 2015 | $19.5M | $70.4K | $23.1M | $40.3M | -$91.3M |
| 2014 | $19.2M | $0 | $23.9M | $42.3M | -$88.1M |
| 2013 | $19.1M | $0 | $21.2M | $42.9M | -$83.4M |
| 2012 | $19.2M | $0 | $22.5M | $40.3M | -$100.6M |
| 2011 | $19.9M | $460 | $27.6M | $107.4M | -$29.8M |
| 2021 | 990 | Data | PDF not yet published by IRS |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
Nalucha Sitali
Lpn/lvn - Al
$108.7K
Hrs/Wk
40
Compensation
$108.7K
Related Orgs
$0
Other
$0
Ian E Santiago
Registered Nurse
$107.2K
Hrs/Wk
40
Compensation
$107.2K
Related Orgs
$0
Other
$0