The Oaks at Bartlett
The Oaks at Bartlett reported $30.0 million in revenue and $11.4 million in expenses for the fiscal year ending June 30, 2025. Of every $100 it spent, $90.87 went to program services, $9.13 to management and general costs and $0.00 to fundraising. Its largest source of revenue was investment income: 69.0% of the total. The highest compensation it reported for one person was $183,750 (EXECUTIVE DIRECTOR (THROUGH 12/13/24)). 12 people received more than $100,000 in reportable compensation. Revenue rose 55% between FY2020 and FY2025. Source: Form 990, FY2025.
Where $100 of spending went
The fiscal year ending June 30, 2025 · Form 990, Part IX, line 25 · total expenses $11MFor context, the median across 933 covered housing & shelter charities: $89.27 programs, $10.73 management, $0.00 fundraising (medians computed separately, so they may not sum to $100).
Where $100 of revenue came from
The fiscal year ending June 30, 2025 · Form 990, Part VIII · total revenue $30MThe 990 scorecard · same measures for every charity, no grades
| Measure | FY2025 | Median |
|---|---|---|
| Program services Part IX 25(B) ÷ 25(A) | 90.9% | 87.5% |
| Management & general Part IX 25(C) ÷ 25(A) | 9.1% | 10.5% |
| Fundraising Part IX 25(D) ÷ 25(A) | 0.0% | 0.0% |
| Fundraising cost per $1 of contributions Part IX 25(D) ÷ Part VIII 1h | $0.00 | $0.01 |
| Contributions & grants share of revenue Part VIII 1h ÷ 12 | 4.2% | 17.0% |
| Government grants share of revenue Part VIII 1e ÷ 12 | 4.2% | 1.0% |
| Program service revenue share Part VIII 2g ÷ 12 | 26.8% | 66.2% |
| Highest reported compensation Part VII-A, columns D–F | $183,750 | $300,863 |
| Highest compensation as share of expenses Part VII-A ÷ Part IX 25(A) | 1.61% | 1.57% |
| People paid over $100,000 Part VII, line 2 | 12 | 5 |
| Net assets, in months of expenses Part X 33(B) ÷ monthly expenses | 1.4 | 10.0 |
| Independent voting board members Part VI 1a–1b | 4 of 4 | 100.0% |
A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.
What the money paid for, in its own words
FY2025 · Form 990, Part III · the three largest programs by expensePrior 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…
Highest reported compensation
FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here| Role | From this org | From related orgs | Other | Total |
|---|---|---|---|---|
| EXECUTIVE DIRECTOR (THROUGH 12/13/24) Officer, 40.00 hrs/week | $183,750 | $0 | $0 | $183,750 |
| DIRECTOR OF NURSING SERVICES (THROUGH 12/13/24) Officer, 40.00 hrs/week | $157,180 | $0 | $0 | $157,180 |
| HEALTH CENTER ADMINISTRATO (THROUGH 12/13/24) Officer, 40.00 hrs/week | $151,132 | $0 | $0 | $151,132 |
| DIRECTOR OF SALES AND MARK (THROUGH 12/13/24) Officer, 40.00 hrs/week | $137,903 | $0 | $0 | $137,903 |
| REGISTERED NURSE (THROUGH 12/13/24) Highest compensated employee, 40.00 hrs/week | $125,499 | $0 | $0 | $125,499 |
| REGISTERED NURSE (THROUGH 12/13/24) Highest compensated employee, 40.00 hrs/week | $114,598 | $0 | $0 | $114,598 |
| LPN/LVN - AL (THROUGH 12/13/24) Highest compensated employee, 40.00 hrs/week | $110,838 | $0 | $0 | $110,838 |
| REGISTERED NURSE (THROUGH 12/13/24) Highest compensated employee, 40.00 hrs/week | $109,836 | $0 | $0 | $109,836 |
12 people received more than $100,000 in reportable compensation from The Oaks at Bartlett (Part VII, line 2).
6 years of filings
Form 990, Parts I, VII, IX and X · each row is that year's own filing, linkedGovernance answers, as filed
FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means- Voting board members, and how many are independent Part VI, lines 1a–1b4 · 4 independent
- Audited financial statements Part XII 2bNo
- Conflict-of-interest policy Part VI 12aYes
- Whistleblower policy Part VI 13Yes
- Document retention policy Part VI 14Yes
- Independent process for top executive pay Part VI 15aYes
- Board given the 990 before filing Part VI 11aYes
- Family or business ties among insiders Part VI 2No
- Aware of a significant diversion of assets Part VI 5No
- Excess benefit transaction with an insider Part IV 25aNo
- Loans to or from insiders outstanding Part IV 26No
- Lobbying, or a 501(h) election in effect Part IV 4No
- Over $15,000 of professional fundraising services Part IV 18No
- Over $10,000 of activity outside the U.S. Part IV 14bNo
- Employees Part I, line 5329
Largest outside contractors
FY2025 · Form 990, Part VII, Section B · businesses only| SYMBRIA REHAB INC Rehab services | $1,162,180 |
| HEALTH CARE SERVICE CORPORATION Insurance services | $726,275 |
| CERTUS BARTLETT MANAGEMENT LLC Management services | $712,281 |
| TRINITY RISK SOLUTIONS Insurance services | $445,760 |
| US FOODS Food services | $420,999 |
Individuals listed as contractors are left out. 14 contractors were paid more than $100,000 in all.
Correct a figure or respond
Every number above is copied from The Oaks at Bartlett's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for The Oaks at Bartlett, you can publish a response that is linked from this page.
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Of every $100 The Oaks at Bartlett spent in FY2025, $90.87 went to programs. The full breakdown, from its IRS Form 990:
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All housing & shelter charities · Largest charities in Illinois
Questions people ask
How much of The Oaks at Bartlett's spending goes to programs?
In the fiscal year ending June 30, 2025, The Oaks at Bartlett reported that 90.9% of its $11.4 million in expenses went to program services, 9.1% to management and general and 0.0% to fundraising (Form 990, Part IX).
How much does The Oaks at Bartlett pay its top executive?
The largest total compensation The Oaks at Bartlett reported for one person in the fiscal year ending June 30, 2025 was $183,750, for the role of EXECUTIVE DIRECTOR (THROUGH 12/13/24) (Form 990, Part VII, including compensation from related organizations and other compensation).
Where does The Oaks at Bartlett get its money?
Of $30.0 million in revenue in the fiscal year ending June 30, 2025, 4.2% came from contributions and grants (including 4.2% from government grants) and 26.8% from program service revenue (Form 990, Part VIII).
Is The Oaks at Bartlett a registered charity?
The IRS lists EIN 01-0729134 as a 501(c)(3) organization (publicly supported organization (509(a)(2))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.
Sources
- FY2025: Form 990 for the fiscal year ending June 30, 2025, object 202641349349308434 · read the filing
- FY2024: Form 990 for the fiscal year ending June 30, 2024, object 202511349349313321 · read the filing
- FY2023: Form 990 for the fiscal year ending June 30, 2023, object 202411249349301741 · read the filing
- FY2022: Form 990 for the fiscal year ending June 30, 2022, object 202321319349305032 · read the filing
- FY2021: Form 990 for the fiscal year ending June 30, 2021, object 202221369349311842 · read the filing
- FY2020: Form 990 for the fiscal year ending June 30, 2020, object 202042829349300129 · read the filing
All filings for EIN 01-0729134: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.