Circle Oaks Homes Association

  • San Francisco, CA
  • Tax-exempt since March 1968
  • EIN: 94-1657456

Organization summary

Type of Nonprofit

Designated as a Civic leagues, social welfare organizations and local associations of employees, created to promote community welfare for charitable, educational or recreational purposes.

Donations to this organization are not tax deductible.

Tax Filings 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.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$279,458
Expenses
$264,005
Net Income
$15,453
Net Assets
$69,107
Notable Sources of Revenue Percent of Total Revenue
Contributions $276,619
99.0%
Program Services $2,813
1.0%
Investment Income $26
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 $94,537
Total Liabilities $25,430
Net Assets $69,107
Compensation
Key Employees and Officers Compensation Related Other
Nancy Heliotes (President) $0 $0 $0
Alisa Sanger (Director) $0 $0 $0
Brian Witbracht (Vice President) $0 $0 $0
Cristina Evans (Treasurer) $0 $0 $0
David Nye (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on July 14, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$191,620
Expenses
$181,321
Net Income
$10,299
Net Assets
$693
Notable Sources of Revenue Percent of Total Revenue
Contributions $175,170
91.4%
Program Services $16,406
8.6%
Investment Income $44
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $54,408
Total Liabilities $53,715
Net Assets $693
Compensation
Key Employees and Officers Compensation Other
Nancy Heliotes (President) $0 $0
Brian Witbracht (Director) $0 $0
Nikki Barada (Treasurer) $0 $0
David Nye (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on June 9, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$156,668
Expenses
$202,224
Net Income
-$45,556
Net Assets
$30,020
Notable Sources of Revenue Percent of Total Revenue
Contributions $141,375
90.2%
Program Services $15,237
9.7%
Investment Income $56
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $81,672
Total Liabilities $51,652
Net Assets $30,020
Compensation
Key Employees and Officers Compensation Other
Nancy Heliotes (President) $0 $0
Jeff Roberts (Vice President) $0 $0
Brian Witbracht (Treasurer) $0 $0
Nikki Barada (Secretary) $0 $0
David Nye (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 19, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$162,254
Expenses
$153,421
Net Income
$8,833
Net Assets
$65,605
Notable Sources of Revenue Percent of Total Revenue
Contributions $134,480
82.9%
Program Services $27,693
17.1%
Investment Income $81
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $144,279
Total Liabilities $78,674
Net Assets $65,605
Compensation
Key Employees and Officers Compensation Other
Nancy Heliotes (President) $0 $0
Jeff Roberts (Vice President) $0 $0
Brandon James (Treasurer) $0 $0
Martha Hoag (Secretary) $0 $0
David Nye (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 28, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$149,146
Expenses
$117,038
Net Income
$32,108
Net Assets
$56,839
Notable Sources of Revenue Percent of Total Revenue
Contributions $134,177
90.0%
Program Services $14,956
10.0%
Investment Income $13
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $130,150
Total Liabilities $73,311
Net Assets $56,839
Compensation
Key Employees and Officers Compensation Other
Nancy Heliotes (President) $0 $0
Jeff Roberts (Vice President) $0 $0
Brandon James (Treasurer) $0 $0
Martha Hoag (Secretary) $0 $0
David Nye (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 1, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$130,942
Expenses
$133,207
Net Income
-$2,265
Net Assets
$48,733
Notable Sources of Revenue Percent of Total Revenue
Contributions $118,650
90.6%
Program Services $12,280
9.4%
Investment Income $12
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $87,208
Total Liabilities $38,475
Net Assets $48,733
Compensation
Key Employees and Officers Compensation Other
Nancy Heliotes (President) $0 $0
Jeff Roberts (Vice President) $0 $0
Brandon James (Treasurer) $0 $0
Martha Hoag (Secretary) $0 $0
David Nye (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on June 27, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$116,797
Expenses
$113,455
Net Income
$3,342
Net Assets
$61,385
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $5,705
4.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,413
6.3%
Assets/Debt
Total Assets $94,229
Total Liabilities $32,844
Net Assets $61,385
Compensation
Key Employees and Officers Compensation Other
Katie Maxim (President) $0 $0
Scott St Aubin (Director) $0 $0
Brian Witbracht (Treasurer) $0 $0
Nancy Lewis Heliotes (Secretary) $0 $0
Jeffrey Roberts (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on April 8, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$97,879
Expenses
$120,136
Net Income
-$22,257
Net Assets
$58,043
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,250
4.3%
Program Services $0
Investment Income $4,201
4.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,491
6.6%
Assets/Debt
Total Assets $97,467
Total Liabilities $39,424
Net Assets $58,043

Document Links

990-EZ

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$91,948
Expenses
$86,902
Net Income
$5,046
Net Assets
$80,300
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3,912
4.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,198
5.7%
Assets/Debt
Total Assets $110,939
Total Liabilities $30,639
Net Assets $80,300

Document Links

990-EZ

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$93,321
Expenses
$101,910
Net Income
-$8,589
Net Assets
$75,254
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $4,197
4.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,164
6.6%
Assets/Debt
Total Assets $104,880
Total Liabilities $29,626
Net Assets $75,254

Document Links

990-EZ

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$109,147
Expenses
$77,407
Net Income
$31,740
Net Assets
$83,843
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $4,079
3.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,696
5.2%
Assets/Debt
Total Assets $112,827
Total Liabilities $28,984
Net Assets $83,843

Document Links

990-EZ

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

PDF

Fiscal Year Ending Dec.
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-EZ

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

PDF

Fiscal Year Ending Dec.
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-EZ

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

PDF

Fiscal Year Ending Dec.
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-EZ

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

PDF

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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 »

See an issue with the data?

Contact Us

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