Civic Intelligence

Winterhaven Apartments Inc

990 • Fiscal year 2019 • EIN 04-3757307

Apr 01, 2018 to Mar 31, 2019 • Filed on Aug 09, 2019

Organization Profile
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

2.27x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

98th percentile

3.34x

Higher debt load relative to revenue than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

25th percentile

-9.1%

Higher net margin than 25% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

37th percentile

-3.9%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

53rd percentile

2.8%

Faster revenue growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$173,975

Down $7,006 (-3.9%) from 2018

Net Assets

Down

-$221,701

Down $10,822 (-5.1%) from 2018

Liabilities

Up

$395,676

Up $3,816 (+1.0%) from 2018

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin25th percentile

Revenue

Up

$118,371

Up $3,169 (+2.8%) from 2018

Expenses

Up

$129,193

Up $5,088 (+4.1%) from 2018

Net Income

Down

-$10,822

Down $1,919 (-22%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

2019

Assets$173,975
Liabilities$395,676
Net Assets-$221,701
Open 2019 Filing

Operations Trend

Revenue Growth53rd percentile

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

2019

Revenue$118,371
Expenses$129,193
Net Income-$10,822
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Aug 9, 2019
Return Version
2018v3.0
Gross Receipts
$118,371
Mission and Program Overview

Mission

Creating homes by bringing safe and affordable housing opportunities to seniors and persons with disabilities.

Subsidized housing for low income senior citizens

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$118,830$98,737▼ $20,093
Savings and Temporary Cash Investments$44,782$49,098▲ $4,316
Cash and Non-Interest-Bearing Accounts$13,665$22,626▲ $8,961
Prepaid Expenses and Deferred Charges$2,242$2,365▲ $123
Intangible Assets$1,410$1,149▼ $261
Accounts Receivable$52--
Total Assets$180,981$173,975▼ $7,006
Liabilities
Mortgage Notes Payable Secured by Investment Property$372,955$364,452▼ $8,503
Accounts Payable and Accrued Expenses$18,905$31,224▲ $12,319
Total Liabilities$391,860$395,676▲ $3,816
Net Assets / Fund Balance
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Unrestricted Net Assets$-210,879$-221,701▼ $10,822
Total Net Assets Fund Balance$-210,879$-221,701▼ $10,822
Total Liabilities and Net Assets / Fund Balance$180,981$173,975▼ $7,006

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$88,737$313,114$401,851
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
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Joanne GilbertsonPresident
Richard MoranVice President
James EricksonBoard Director
Mary Ann RotondiBoard Director
Sarah PetersonSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$68,722
Program Service Revenue
$49,627
Investment Income
$22
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-10,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,671
Salaries, Compensation, and Employee Benefits$21,522
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$59,655--$59,655
Depreciation Depletion$20,353--$20,353
Other Salaries and Wages$10,141$7,720-$17,861
Interest$10,167--$10,167
Payments to Affiliates-$8,394-$8,394
Office Expenses$1,885$1,885-$3,770
Travel$2,004--$2,004
Other Employee Benefits$1,065$810-$1,875
Payroll Taxes$1,014$772-$1,786
Insurance$1,648--$1,648
Advertising$1,640--$1,640
Other Expenses$0$40$0$40
Total Functional Expenses$109,572$19,621$0$129,193
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 has been 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 Directors of Winterhaven Apartments, Inc.”

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

“The Winterhaven Apartments, Inc. corporate entity cannot be dissolved without the approval of Catholic Charities Bureau, Inc.”

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

“Form 990 is reviewed by the Board of Directors at a regularly scheduled 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 Directors are reminded annually that they are required to reveal any circumstances 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
2019-08-09

Organization Details

Principal Officer
Alan Rock
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 the organization.”

Raw XML AppendixShowing 400 of 448 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/BOYAmt018905
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt031224
IRS990/AccountsReceivableGrp/BOYAmt052
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Subsidized housing for low income senior citizens
IRS990/AdvertisingGrp/ProgramServicesAmt01640
IRS990/AdvertisingGrp/TotalAmt01640
IRS990/AllOtherContributionsAmt00
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Catholic Charities Bureau
IRS990/BooksInCareOfDetail/PhoneNum07153946617
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01416 Cumming Ave
IRS990/BooksInCareOfDetail/USAddress/CityNm0Superior
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054880
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt013665
IRS990/CashNonInterestBearingGrp/EOYAmt022626
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/CYContributionsGrantsAmt068722
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt022
IRS990/CYOtherExpensesAmt0107671
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt049627
IRS990/CYRevenuesLessExpensesAmt0-10822
IRS990/CYSalariesCompEmpBnftPaidAmt021522
IRS990/CYTotalExpensesAmt0129193
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0118371
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/ExpenseAmt0109572
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
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/PersonNm0Joanne Gilbertson
IRS990/Form990PartVIISectionAGrp/PersonNm1Richard Moran
IRS990/Form990PartVIISectionAGrp/PersonNm2Sarah Peterson
IRS990/Form990PartVIISectionAGrp/PersonNm3James Erickson
IRS990/Form990PartVIISectionAGrp/PersonNm4Mary Ann Rotondi
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 Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Director
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt068722
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0118371
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/ProgramServicesAmt01648
IRS990/InsuranceGrp/TotalAmt01648
IRS990/IntangibleAssetsGrp/BOYAmt01410
IRS990/IntangibleAssetsGrp/EOYAmt01149
IRS990/InterestGrp/ProgramServicesAmt010167
IRS990/InterestGrp/TotalAmt010167
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt022
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0318214
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0118830
IRS990/LandBldgEquipBasisNetGrp/EOYAmt098737
IRS990/LandBldgEquipCostOrOtherBssAmt0416951
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 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0372955
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0364452
IRS990/NetAssetsOrFundBalancesBOYAmt0-210879
IRS990/NetAssetsOrFundBalancesEOYAmt0-221701
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt059655
IRS990/OccupancyGrp/TotalAmt059655
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01885
IRS990/OfficeExpensesGrp/ProgramServicesAmt01885
IRS990/OfficeExpensesGrp/TotalAmt03770
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0810
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01065
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01875
IRS990/OtherExpensesGrp/Desc0Miscellaneous Admin
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt040
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt040
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt07720
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt010141
IRS990/OtherSalariesAndWagesGrp/TotalAmt017861
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt08394
IRS990/PaymentsToAffiliatesGrp/TotalAmt08394
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0772
IRS990/PayrollTaxesGrp/ProgramServicesAmt01014
IRS990/PayrollTaxesGrp/TotalAmt01786
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02242
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02365
IRS990/PrincipalOfficerNm0Alan Rock
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Tenant Fees
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt049627
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt049627
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt068188
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt020
IRS990/PYOtherExpensesAmt0104327
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt046994
IRS990/PYRevenuesLessExpensesAmt0-8903
IRS990/PYSalariesCompEmpBnftPaidAmt019778
IRS990/PYTotalExpensesAmt0124105
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0115202
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-10822
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/RevenueAmt0118731
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt044782
IRS990/SavingsAndTempCashInvstGrp/EOYAmt049098
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Represents tenant portion of occupancy charges.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt068722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt068188
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058747
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt054263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt060599
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0310519
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt096
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0219980
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt049627
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt046994
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt040456
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt047078
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt035825
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0219980
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.58523
IRS990ScheduleA/PublicSupportPY170Pct00.58311
IRS990ScheduleA/PublicSupportTotal170Amt0310519
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt068722
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt068188
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058747
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt054263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt060599
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0310519
IRS990ScheduleA/TotalSupportAmt0530595
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt088737
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0313114
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0401851
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/TotalBookValueLandBuildingsAmt098737
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 the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The management function has been contracted with Catholic Charities Bureau, Inc., a related party.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board of Directors of Catholic Charities Bureau, Inc. appoints the Board Directors of Winterhaven Apartments, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Winterhaven Apartments, Inc. corporate entity cannot be dissolved without the approval of Catholic Charities Bureau, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990 is reviewed by the Board of Directors at a regularly scheduled meeting which may occur following the submission of Form 990 to the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All Board Directors are reminded annually that they are required to reveal any circumstances 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/ControlledOrganizationInd00
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/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0180981
IRS990/TotalAssetsEOYAmt0173975
IRS990/TotalAssetsGrp/BOYAmt0180981
IRS990/TotalAssetsGrp/EOYAmt0173975
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt068722
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019621
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0109572
IRS990/TotalFunctionalExpensesGrp/TotalAmt0129193
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0391860
IRS990/TotalLiabilitiesEOYAmt0395676
IRS990/TotalLiabilitiesGrp/BOYAmt0391860
IRS990/TotalLiabilitiesGrp/EOYAmt0395676
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-210879
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-221701
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$173,975
Liabilities
$395,676
Net assets
-$221,701
Revenue
$118,371
Expenses
$129,193
Net income
-$10,822
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