Civic Intelligence

Winterhaven Apartments Inc

990 • Fiscal year 2017 • EIN 04-3757307

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 08, 2017

1416 Cumming AveSuperior, WI 54880

(715) 394-6617

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

97th percentile

1.99x

Higher debt load relative to assets than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

4.10x

Higher debt load relative to revenue than 99% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-0.4%

Faster asset growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

-2.1%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$204,483

Down $874 (-0.4%) from 2016

Net Assets

Down

-$201,976

Down $11,221 (-5.9%) from 2016

Liabilities

Up

$406,459

Up $10,347 (+2.6%) from 2016

Revenue

Down

$99,222

Down $2,136 (-2.1%) from 2016

Expenses

Up

$110,443

Up $7,024 (+6.8%) from 2016

Net Income

Down

-$11,221

Down $9,160 (-444%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0-$200K-$400KAssets 2012: $283,145Liabilities 2012: $423,921Net Assets 2012: -$140,7762012Assets 2013: $264,119Liabilities 2013: $419,977Net Assets 2013: -$155,8582013Assets 2014: $247,523Liabilities 2014: $411,799Net Assets 2014: -$164,2762014Assets 2015: $220,252Liabilities 2015: $408,946Net Assets 2015: -$188,6942015Assets 2016: $205,357Liabilities 2016: $396,112Net Assets 2016: -$190,7552016Assets 2017: $204,483Liabilities 2017: $406,459Net Assets 2017: -$201,9762017Assets 2018: $180,981Liabilities 2018: $391,860Net Assets 2018: -$210,8792018Assets 2019: $173,975Liabilities 2019: $395,676Net Assets 2019: -$221,7012019Assets 2020: $149,264Liabilities 2020: $385,942Net Assets 2020: -$236,6782020Assets 2021: $125,247Liabilities 2021: $360,837Net Assets 2021: -$235,5902021Assets 2022: $120,433Liabilities 2022: $362,817Net Assets 2022: -$242,3842022Assets 2023: $122,281Liabilities 2023: $347,393Net Assets 2023: -$225,1122023Assets 2024: $111,878Liabilities 2024: $329,779Net Assets 2024: -$217,9012024Assets 2025: $135,770Liabilities 2025: $318,843Net Assets 2025: -$183,0732025

Highlighted filing

2017

Assets$204,483
Liabilities$406,459
Net Assets-$201,976

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $103,470Expenses 2012: $102,729Net Income 2012: $7412012Revenue 2013: $94,020Expenses 2013: $109,102Net Income 2013: -$15,0822013Revenue 2014: $94,001Expenses 2014: $102,419Net Income 2014: -$8,4182014Revenue 2015: $96,442Expenses 2015: $120,860Net Income 2015: -$24,4182015Revenue 2016: $101,358Expenses 2016: $103,419Net Income 2016: -$2,0612016Revenue 2017: $99,222Expenses 2017: $110,443Net Income 2017: -$11,2212017Revenue 2018: $115,202Expenses 2018: $124,105Net Income 2018: -$8,9032018Revenue 2019: $118,371Expenses 2019: $129,193Net Income 2019: -$10,8222019Revenue 2020: $110,519Expenses 2020: $125,496Net Income 2020: -$14,9772020Revenue 2021: $127,866Expenses 2021: $126,778Net Income 2021: $1,0882021Revenue 2022: $112,183Expenses 2022: $118,977Net Income 2022: -$6,7942022Revenue 2023: $123,246Expenses 2023: $105,974Net Income 2023: $17,2722023Revenue 2024: $140,402Expenses 2024: $133,191Net Income 2024: $7,2112024Revenue 2025: $145,390Expenses 2025: $110,562Net Income 2025: $34,8282025

Highlighted filing

2017

Revenue$99,222
Expenses$110,443
Net Income-$11,221
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 8, 2017
Return Version
2016v3.0
Gross Receipts
$99,222
Mission and Program Overview

Mission

Creating homes by bringing safe and affordable housing opportunities to persons with disabilities in accordance with the charitable Works and traditions of the Roman Catholic Church. Works are carried out in accordance with Catholic Social teachings.

subsidized housing for low income senior citizens

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$159,015$138,922▼ $20,093
Savings and Temporary Cash Investments$38,602$43,300▲ $4,698
Cash and Non-Interest-Bearing Accounts$3,277$18,477▲ $15,200
Prepaid Expenses and Deferred Charges$2,532$2,035▼ $497
Intangible Assets$1,931$1,671▼ $260
Accounts Receivable-$78-
Total Assets$205,357$204,483▼ $874
Liabilities
Mortgage Notes Payable Secured by Investment Property$388,805$381,067▼ $7,738
Accounts Payable and Accrued Expenses$7,307$25,392▲ $18,085
Total Liabilities$396,112$406,459▲ $10,347
Net Assets / Fund Balance
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Unrestricted Net Assets$-190,755$-201,976▼ $11,221
Total Net Assets Fund Balance$-190,755$-201,976▼ $11,221
Total Liabilities and Net Assets / Fund Balance$205,357$204,483▼ $874

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$128,922$272,930$401,852
Land$10,000-$10,000
Equipment$0$5,100$5,100
Other Land Buildings$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeff UrbaniakPresident
Kristin JohnsonVice President
Jim EricksonBoard Member
Joanne GilbertsonBoard Member
Joseph KoehlerSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$58,747
Program Service Revenue
$40,456
Investment Income
$19
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-11,221
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$94,204
Salaries, Compensation, and Employee Benefits$16,239
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$47,309--$47,309
Depreciation Depletion$20,353--$20,353
Other Salaries and Wages$7,556$5,752-$13,308
Interest$10,935--$10,935
Payments to Affiliates-$6,421-$6,421
Office Expenses$1,954$1,954-$3,908
Travel$2,717--$2,717
Pension Plan Contributions-$1,634-$1,634
Insurance$1,360--$1,360
Other Employee Benefits$736$561-$1,297
Advertising$1,201--$1,201
Total Functional Expenses$94,121$16,322$0$110,443
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The management function in contracted with Catholic Charities Bureau, Inc., a related party.

Form 990, Part VI, Section A, Line 7A

The Board of Directors of Catholic Charities Bureau, Inc. appoints the board members of Winterhaven Apartments, Inc.

Form 990, Part VI, Section A, Line 7B

The Winterhaven Apartments, Inc. corporate entity cannot dissolved, nor can the bylaws be changed without the approval of the board of directors of Catholic Charities Bureau, Inc.

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by board members at a regularly scheduled board meeting which may occur following the submission of Form 990 to the Internal Revenue Service.

Form 990, Part VI, Section B, Line 12C

All board members are reminded annually that they are required to reveal any circumstance that could possibly be construed to be a conflict of interest to their role of serving on the board of directors.

Form 990, Part VI, Section B, Line 15

All salaries are subject to approval by the board of directors.

Form 990, Part VI, Section C, Line 19

All requests for information are processed based on the merits of each circumstance.

Filing and Contact Details

Filer

Filer Name
Winterhaven Apartments Inc
EIN
04-3757307
Phone
7153946617
Address
1416 Cumming Ave, Superior, WI 54880

Signing Officer

Name
Gary Valley
Title
Director of Housing
Phone
7153947741
Signed
2017-08-08

Organization Details

Principal Officer
Gary Valley
Formed
2003
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2B

All wages and withheld payroll taxes were reported to the Internal Revenue Service by Catholic Charities Bureau, Inc., EIN 39-0940744. Catholic Charities Bureau is our parent organization and provides payroll services to Winterhaven Apartments.

Raw XML AppendixShowing 400 of 455 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt07307
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt025392
IRS990/AccountsReceivableGrp/EOYAmt078
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0subsidized housing for low income senior citizens
IRS990/AdvertisingGrp/ProgramServicesAmt01201
IRS990/AdvertisingGrp/TotalAmt01201
IRS990/AllOtherContributionsAmt00
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0Clint Thursby
IRS990/BooksInCareOfDetail/PhoneNum07153946617
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0Catholic Charities Bureau
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt01416 Cumming Ave
IRS990/BooksInCareOfDetail/USAddress/CityNm0Superior
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054880
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt03277
IRS990/CashNonInterestBearingGrp/EOYAmt018477
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt058747
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt019
IRS990/CYOtherExpensesAmt094204
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt040456
IRS990/CYRevenuesLessExpensesAmt0-11221
IRS990/CYSalariesCompEmpBnftPaidAmt016239
IRS990/CYTotalExpensesAmt0110443
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt099222
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt020353
IRS990/DepreciationDepletionGrp/TotalAmt020353
IRS990/Desc013 units of housing for low income senior citizens whose rents are subsidized by the U.S. Department of Housing and Urban Development which removes the income barrier to attain affordable housing.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt094121
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0Jeff Urbaniak
IRS990/Form990PartVIISectionAGrp/PersonNm1Kristin Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm2Joseph Koehler
IRS990/Form990PartVIISectionAGrp/PersonNm3Jim Erickson
IRS990/Form990PartVIISectionAGrp/PersonNm4Joanne Gilbertson
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt058747
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt099222
IRS990/GroupExemptionNum00928
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01360
IRS990/InsuranceGrp/TotalAmt01360
IRS990/IntangibleAssetsGrp/BOYAmt01931
IRS990/IntangibleAssetsGrp/EOYAmt01671
IRS990/InterestGrp/ProgramServicesAmt010935
IRS990/InterestGrp/TotalAmt010935
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt019
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0278030
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0159015
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0138922
IRS990/LandBldgEquipCostOrOtherBssAmt0416952
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Creating homes by bringing safe and affordable housing opportunities to seniors and persons with disabilities.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0388805
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0381067
IRS990/NetAssetsOrFundBalancesBOYAmt0-190755
IRS990/NetAssetsOrFundBalancesEOYAmt0-201976
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt047309
IRS990/OccupancyGrp/TotalAmt047309
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01954
IRS990/OfficeExpensesGrp/ProgramServicesAmt01954
IRS990/OfficeExpensesGrp/TotalAmt03908
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0561
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0736
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01297
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05752
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07556
IRS990/OtherSalariesAndWagesGrp/TotalAmt013308
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt06421
IRS990/PaymentsToAffiliatesGrp/TotalAmt06421
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01634
IRS990/PensionPlanContributionsGrp/TotalAmt01634
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02532
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02035
IRS990/PrincipalOfficerNm0Gary Valley
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Tenant Fees
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt040456
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt040456
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt054263
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt017
IRS990/PYOtherExpensesAmt087401
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt047078
IRS990/PYRevenuesLessExpensesAmt0-2061
IRS990/PYSalariesCompEmpBnftPaidAmt016018
IRS990/PYTotalExpensesAmt0103419
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0101358
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-11221
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt099222
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt038602
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043300
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Represents tenants' portion of occupancy charges.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt058747
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt060599
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt053388
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt050756
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0277753
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt094
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0207196
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt040456
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt047078
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt035825
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt040597
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt043240
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0207196
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.57264
IRS990ScheduleA/PublicSupportPY170Pct00.56193
IRS990ScheduleA/PublicSupportTotal170Amt0277753
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt058747
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt060599
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt053388
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050756
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0277753
IRS990ScheduleA/TotalSupportAmt0485043
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0128922
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0272930
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0401852
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05100
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05100
IRS990ScheduleD/LandGrp/BookValueAmt010000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt010000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0138922
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All wages and withheld payroll taxes were reported to the Internal Revenue Service by Catholic Charities Bureau, Inc., EIN 39-0940744. Catholic Charities Bureau is our parent organization and provides payroll services to Winterhaven Apartments.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The management function in contracted with Catholic Charities Bureau, Inc., a related party.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board of Directors of Catholic Charities Bureau, Inc. appoints the board members of Winterhaven Apartments, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Winterhaven Apartments, Inc. corporate entity cannot dissolved, nor can the bylaws be changed without the approval of the board of directors of Catholic Charities Bureau, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990 is reviewed by board members at a regularly scheduled board meeting which may occur following the submission of Form 990 to the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All board members are reminded annually that they are required to reveal any circumstance that could possibly be construed to be a conflict of interest to their role of serving on the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6All salaries are subject to approval by the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7All requests for information are processed based on the merits of each circumstance.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part V, Line 2b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Catholic Charities Bureau Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0390940744
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Social Services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(vi)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01416 Cumming Ave
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Superior
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd054880
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt06421
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt121304
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Management contract subject to approval by the U.S. Department of Housing and Urban Development
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Actual operating costs incurred by the reporting entity.
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Catholic Charities Bureau Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Catholic Charities Bureau Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0m
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1p
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0205357
IRS990/TotalAssetsEOYAmt0204483
IRS990/TotalAssetsGrp/BOYAmt0205357
IRS990/TotalAssetsGrp/EOYAmt0204483
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt058747
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016322
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt094121
IRS990/TotalFunctionalExpensesGrp/TotalAmt0110443
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0396112
IRS990/TotalLiabilitiesEOYAmt0406459
IRS990/TotalLiabilitiesGrp/BOYAmt0396112
IRS990/TotalLiabilitiesGrp/EOYAmt0406459
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-190755

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$3.19$1.83$1.45$1.11$0.35
2024Detailed filing. Detailed filing data is available for this year.$1.12$3.30$2.18$1.40$1.33$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.22$3.47$2.25$1.23$1.06$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.20$3.63$2.42$1.12$1.19$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.25$3.61$2.36$1.28$1.27$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.49$3.86$2.37$1.11$1.25$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.74$3.96$2.22$1.18$1.29$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.81$3.92$2.11$1.15$1.24$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.04$4.06$2.02$0.99$1.10$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.05$3.96$1.91$1.01$1.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.20$4.09$1.89$0.96$1.21$0.24
2014Summary only. Only limited summary data is available for this year.$2.48$4.12$1.64$0.94$1.02$0.08
2013Summary only. Only limited summary data is available for this year.$2.64$4.20$1.56$0.94$1.09$0.15
2012Summary only. Only limited summary data is available for this year.$2.83$4.24$1.41$1.03$1.03$0.01