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Three Oaks Circle Inc

  • Waukesha, WI
  • Tax-exempt since June 1999
  • EIN: 39-1959616

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Housing, Shelter / Public Housing Facilities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$362k (2024)

Expenses
$472k (2024)

Total Assets
$1.52M (2024)

Total Liabilities
$3.77M (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings and Audits by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$362,248
Expenses
$472,375
Net Income
-$110,127
Net Assets
-$2,245,322
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $354,443
97.8%
Investment Income $2,979
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,826
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,521,718
Total Liabilities $3,767,040
Net Assets -$2,245,322
Compensation
Key Employees and Officers Compensation Related Other
Katherine Andersen (Secretary/Di) $0 $0 $0
Trevor Arnold (Director) $0 $0 $0
Jerome Garrett (Director) $0 $0 $0
Margie Kidder (Director) $0 $0 $0
Mr Jerome Neary (President/Di) $0 $0 $0
Wayne Rappold (Treasurer/Di) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 16, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$352,709
Expenses
$473,956
Net Income
-$121,247
Net Assets
-$2,135,196
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $345,577
98.0%
Investment Income $1,722
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,410
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,687,511
Total Liabilities $3,822,707
Net Assets -$2,135,196
Compensation
Key Employees and Officers Compensation Related Other
Katherine Andersen (Secretary/Di) $0 $0 $0
Trevor Arnold (Director) $0 $0 $0
Jerome Garrett (Director) $0 $0 $0
Margie Kidder (Director) $0 $0 $0
Mr Jerome Neary (President/Di) $0 $0 $0
Wayne Rappold (Treasurer/Di) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 16, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$332,173
Expenses
$452,775
Net Income
-$120,602
Net Assets
-$2,013,949
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $326,521
98.3%
Investment Income $177
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,475
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,759,799
Total Liabilities $3,773,748
Net Assets -$2,013,949
Compensation
Key Employees and Officers Compensation Related Other
Sister Marilyn Brodd (Vice Chair/D) $0 $0 $0
Ms Jennifer Dabbs (Director) $0 $0 $0
Ms Marcella Jones (Director) $0 $0 $0
Ms Margie Kidder (Director) $0 $0 $0
Ms Lisa Mecha (Treasurer/Di) $0 $0 $0
Mr Jerome Neary (Chair/Direct) $0 $0 $0
Mr Reed Pentek (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 7, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$337,288
Expenses
$418,834
Net Income
-$81,546
Net Assets
-$1,893,348
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $331,622
98.3%
Investment Income $163
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,503
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,944,562
Total Liabilities $3,837,910
Net Assets -$1,893,348
Compensation
Key Employees and Officers Compensation Related Other
Sister Marilyn Brodd (Vice Chair/D) $0 $0 $0
Ms Jennifer Dabbs (Director) $0 $0 $0
Ms Marcella Jones (Director) $0 $0 $0
Ms Margie Kidder (Director) $0 $0 $0
Ms Lisa Mecha (Treasurer/Di) $0 $0 $0
Mr Jerome Neary (Chair/Direct) $0 $0 $0
Mr Reed Pentek (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 10, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$336,649
Expenses
$392,602
Net Income
-$55,953
Net Assets
-$1,811,802
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $331,025
98.3%
Investment Income $117
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,507
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,046,568
Total Liabilities $3,858,370
Net Assets -$1,811,802
Compensation
Key Employees and Officers Compensation Related Other
Mr Michael Amidzich (Chair/Direct) $0 $0 $0
Sister Marilyn Brodd (Vice Chair/D) $0 $0 $0
Ms Jennifer Dabbs (Director) $0 $0 $0
Ms Marcella Jones (Director) $0 $0 $0
Ms Margie Kidder (Director) $0 $0 $0
Ms Lisa Mecha (Treasurer/Di) $0 $0 $0
Mr Reed Pentek (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 10, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$327,618
Expenses
$404,424
Net Income
-$76,806
Net Assets
-$1,755,849
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $323,576
98.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,042
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,062,687
Total Liabilities $3,818,536
Net Assets -$1,755,849
Compensation
Key Employees and Officers Compensation Related Other
Mr Michael Amidzich (Chair/Direct) $0 $0 $0
Sister Marilyn Brodd (Vice Chair/D) $0 $0 $0
Ms Lisa Mecha (Treasurer/Di) $0 $0 $0
Mr Reed Pentek (Director) $0 $0 $0
Ms Jennifer Dabbs (Director) $0 $0 $0
Ms Marcella Jones (Director) $0 $0 $0
Ms Margie Kidder (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$316,358
Expenses
$394,023
Net Income
-$77,665
Net Assets
-$1,679,044
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $312,156
98.7%
Investment Income $169
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,033
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,113,537
Total Liabilities $3,792,581
Net Assets -$1,679,044
Compensation
Key Employees and Officers Compensation Related Other
Ms Rebecca G Toledo (Chair/Direct) $0 $0 $0
Sister Marilyn Brodd (Vice Chair/D) $0 $0 $0
Sister Wanda Sheber Osf (Secretaryr/D) $0 $0 $0
Ms Lisa Mecha (Treasurer/Di) $0 $0 $0
Sister Mary Hau Osf (Director) $0 $0 $0
Mr Michael Amidzich (Director) $0 $0 $0
Ms Jennifer Dabbs (Director) $0 $0 $0
Ms Marcella Jones (Director) $0 $0 $0
Ms Angela Kingsawan (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 4, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$302,047
Expenses
$402,498
Net Income
-$100,451
Net Assets
-$1,601,379
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $295,962
98.0%
Investment Income $133
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,952
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,202,624
Total Liabilities $3,804,003
Net Assets -$1,601,379
Compensation
Key Employees and Officers Compensation Related Other
Rebecca G Toledo (Chair/Direct) $0 $0 $0
Sister Wanda Sheber (Vice Chair/D) $0 $0 $0
Lisa Mecha (Treasurer/Di) $0 $0 $0
Sr Mary Hau Osf (Director) $0 $0 $0
Richard J Gonzalez (Director) $0 $0 $0
Marie Nowak (Director) $0 $0 $0
Angela Kingswan (Director) $0 $0 $0
Sister Marilyn Brodd (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$283,872
Expenses
$404,033
Net Income
-$120,161
Net Assets
-$1,500,929
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $283,748
100.0%
Investment Income $124
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,308,882
Total Liabilities $3,809,811
Net Assets -$1,500,929
Compensation
Key Employees and Officers Compensation Related Other
Rebecca G Toledo (Chair/Direct) $0 $0 $0
Lisa Mecha (Treasurer/Di) $0 $0 $0
Sr Mary Hau Osf (Director) $0 $0 $0
Sr Joyce Fey Sssf (Director) $0 $0 $0
Richard J Gonzalez (Director) $0 $0 $0
Marie Nowak (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$273,631
Expenses
$391,702
Net Income
-$118,071
Net Assets
-$1,380,768
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $273,525
100.0%
Investment Income $106
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,408,062
Total Liabilities $3,788,830
Net Assets -$1,380,768
Compensation
Key Employees and Officers Compensation Related Other
Rebecca G Toledo (Chair/Direct) $0 $0 $0
Margie Kidder (Secretary/Vi) $0 $0 $0
Lisa Meccha (Treasurer/Di) $0 $0 $0
S Mary Hau Osf (Director) $0 $0 $0
S Joyce Fey Sssf (Director) $0 $0 $0
Richard J Gonzalez (Director) $0 $0 $0
Christine Mueller (Director) $0 $0 $0
S Sylvia Anne Sheldon Osf (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 13, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$257,003
Expenses
$391,395
Net Income
-$134,392
Net Assets
-$1,262,698
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $251,978
98.0%
Investment Income $104
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,921
1.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,514,478
Total Liabilities $3,777,176
Net Assets -$1,262,698
Compensation
Key Employees and Officers Compensation Related Other
Rebecca G Toledo (Chair/Direct) $0 $0 $0
Margie Kidder (Secretary/Di) $0 $0 $0
Lisa Meccha (Treasurer/Di) $0 $0 $0
S Mary Hau Osf (Director) $0 $0 $0
S Joyce Fey Sssf (Vice Chair/D) $0 $0 $0
Richard J Gonzalez (Director) $0 $0 $0
Christine Mueller (Director) $0 $0 $0
S Sylvia Anne Sheldon Osf (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 30, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$257,199
Expenses
$384,930
Net Income
-$127,731
Net Assets
-$1,128,306
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $252,570
98.2%
Investment Income $93
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,536
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,646,504
Total Liabilities $3,774,810
Net Assets -$1,128,306

Document Links

990
Filed on Nov. 12, 2013

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$257,965
Expenses
$370,955
Net Income
-$112,990
Net Assets
-$1,000,575
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $252,563
97.9%
Investment Income $37
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,365
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,785,353
Total Liabilities $3,785,928
Net Assets -$1,000,575

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated