Civic Intelligence

Holie VII Inc Gonzaga Village Apartments

990 • Fiscal year 2019 • EIN 20-3973544

May 01, 2018 to Apr 30, 2019 • Filed on Sep 29, 2019

Organization ProfileN/A
11520 North Port Washington Rd 102Mequon, WI 53092

(262) 240-9406

Siviq Scores

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

Liabilities / Assets

96th percentile

1.51x

Higher debt load relative to assets than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

99th percentile

14.85x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

6th percentile

-47%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

21st percentile

-4.6%

Faster asset growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

2.6%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$2,413,107

Down $116,613 (-4.6%) from 2018

Net Assets

Down

-$1,219,115

Down $115,325 (-10%) from 2018

Liabilities

Down

$3,632,222

Down $1,288 (-0.0%) from 2018

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin6th percentile

Revenue

Up

$244,514

Up $6,290 (+2.6%) from 2018

Expenses

Up

$359,839

Up $27,809 (+8.4%) from 2018

Net Income

Down

-$115,325

Down $21,519 (-23%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$4.0M$2.0M$0-$2.0MAssets 2012: $3,145,469Liabilities 2012: $3,634,065Net Assets 2012: -$488,5962012Assets 2013: $3,045,875Liabilities 2013: $3,628,143Net Assets 2013: -$582,2682013Assets 2014: $2,922,327Liabilities 2014: $3,631,798Net Assets 2014: -$709,4712014Assets 2015: $2,817,495Liabilities 2015: $3,630,531Net Assets 2015: -$813,0362015Assets 2016: $2,712,560Liabilities 2016: $3,634,304Net Assets 2016: -$921,7442016Assets 2017: $2,619,689Liabilities 2017: $3,629,671Net Assets 2017: -$1,009,9822017Assets 2018: $2,529,720Liabilities 2018: $3,633,510Net Assets 2018: -$1,103,7902018Assets 2019: $2,413,107Liabilities 2019: $3,632,222Net Assets 2019: -$1,219,1152019Assets 2020: $2,338,987Liabilities 2020: $3,647,555Net Assets 2020: -$1,308,5682020Assets 2021: $2,210,694Liabilities 2021: $3,628,107Net Assets 2021: -$1,417,4132021Assets 2022: $2,106,301Liabilities 2022: $3,628,437Net Assets 2022: -$1,522,1362022Assets 2023: $2,003,031Liabilities 2023: $3,629,470Net Assets 2023: -$1,626,4392023Assets 2024: $1,824,839Liabilities 2024: $3,633,966Net Assets 2024: -$1,809,1272024Assets 2025: $1,772,740Liabilities 2025: $3,682,608Net Assets 2025: -$1,909,8682025

Highlighted filing

2019

Assets$2,413,107
Liabilities$3,632,222
Net Assets-$1,219,115
Open 2019 Filing

Operations Trend

Revenue Growth46th percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $261,5382012Expenses 2013: $269,9192013Revenue 2014: $190,354Expenses 2014: $317,557Net Income 2014: -$127,2032014Revenue 2015: $202,600Expenses 2015: $306,165Net Income 2015: -$103,5652015Revenue 2016: $225,800Expenses 2016: $334,509Net Income 2016: -$108,7092016Revenue 2017: $237,321Expenses 2017: $325,558Net Income 2017: -$88,2372017Revenue 2018: $238,224Expenses 2018: $332,030Net Income 2018: -$93,8062018Revenue 2019: $244,514Expenses 2019: $359,839Net Income 2019: -$115,3252019Revenue 2020: $254,581Expenses 2020: $344,033Net Income 2020: -$89,4522020Revenue 2021: $260,836Expenses 2021: $369,682Net Income 2021: -$108,8462021Revenue 2022: $274,557Expenses 2022: $379,281Net Income 2022: -$104,7242022Revenue 2023: $284,405Expenses 2023: $388,709Net Income 2023: -$104,3042023Revenue 2024: $288,948Expenses 2024: $471,635Net Income 2024: -$182,6872024Revenue 2025: $305,581Expenses 2025: $406,322Net Income 2025: -$100,7412025

Highlighted filing

2019

Revenue$244,514
Expenses$359,839
Net Income-$115,325
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Sep 29, 2019
Return Version
2018v3.1
Gross Receipts
$244,514
Mission and Program Overview

Mission

To provide housing for low income elderly individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,401,023$2,285,300▼ $115,723
Cash and Non-Interest-Bearing Accounts$39,164$44,234▲ $5,070
Savings and Temporary Cash Investments$12,093$11,686▼ $407
Intangible Assets$7,994$6,471▼ $1,523
Accounts Receivable$228$104▼ $124
Total Assets$2,529,720$2,413,107▼ $116,613
Other Assets Total$69,218$65,312▼ $3,906
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,604,800$3,604,800→ $0
Accounts Payable and Accrued Expenses$16,661$15,863▼ $798
Other Liabilities$11,744$11,332▼ $412
Deferred Revenue$305$227▼ $78
Total Liabilities$3,633,510$3,632,222▼ $1,288
Net Assets / Fund Balance
Unrestricted Net Assets$-1,103,790$-1,219,115▼ $115,325
Total Net Assets Fund Balance$-1,103,790$-1,219,115▼ $115,325
Total Liabilities and Net Assets / Fund Balance$2,529,720$2,413,107▼ $116,613

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,983,252$1,255,713$3,238,965
Land$300,975-$300,975
Equipment$1,073$8,190$9,263
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Rev Fred Thomas-breitfeldPresident/di
Mr Thomas F RaaschV-president/
Mike PlickaDirector
Rev Ed RuenDirector
Rev Gail Brodersen-heinsDirector
Rev Gail HuebnerDirector
Rev Mark ThompsonDirector
Rev Paul ArmstrongDirector
Rev Richard PetersonDirector
Mr Wayne LundeSec./treas./
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$241,646
Investment Income
$79
Other Revenue
$2,789
Change in Net Assets
$-115,325

Audited Revenue Reconciliation

Revenue per Audited Statements
$244,514
Total Revenue per Audited Statements
$244,514
Total Revenue per Form 990
$244,514
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$359,839
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$123,626--$123,626
All Other Expenses$32,488$10,049-$42,537
Fees for Services Other$14,281$23,208-$37,489
Fees for Services Management-$21,060-$21,060
Fees for Services Accounting-$19,559-$19,559
Other Expenses$10,201--$10,201
Insurance$8,007--$8,007
Office Expenses-$4,770-$4,770
Advertising-$2,891-$2,891
Total Functional Expenses$278,302$81,537$0$359,839

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$359,839
Total Expenses per Audited Statements$359,839
Total Expenses per Form 990$359,839
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits Held in Trust$11,332
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Rev. Fred thomas-breitfeld pres/dir independent mr. Thomas f. Raasch v. Pres/dir independent mr. Wayne lunde sec/trea/dir independent rev. Paul armstrong director independent rev. Gail brodersen-heins director independent rev. Gail huebner director independent rev. Richard peterson director independent mike plicka director independent rev. Ed ruen director independent rev. Mark thompson director independent”

Form 990, Page 6, Part VI, Line 3

“Management company: becker property services, llc 11520 north port washington road, suite 102 mequon, wi 53092”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed prior to signing.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Holie Vii Inc
EIN
20-3973544
Phone
2622409406
Address
11520 NORTH PORT WASHINGTON RD 102, MEQUON, WI 53092

Signing Officer

Name
Rev Fred Thomas-breitfeld
Title
President/director
Phone
2622409406
Signed
2019-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rev Fred Thomas-breitfeld
Formed
2004
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Jankins Jablonski LLC
Address
6220A S 108TH ST, HALES CORNERS, WI 53130-2527
Preparer
Joseph J Jablonski CPA
Phone
4148582282
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Subcontract labor-office 0 14,958 0 subcontract labor-manager 0 8,250 0 subcontract labor-maintenance 10,556 0 0 subcontract labor-security 3,725 0 0 total 14,281 23,208 0”

Form 990, Part IX, Line 24E

“Garbage & trash removal 9,533 0 0 supplies 7,682 0 0 snow removal 7,534 0 0 misc. Operating & maint. 7,439 0 0 other renting expenses 0 6,930 0 misc. Administrative 0 3,119 0 vehicle & maint. Equipmnt 300 0 0 total 32,488 10,049 0”

Raw XML AppendixShowing 400 of 443 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt016661
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015863
IRS990/AccountsReceivableGrp/BOYAmt0228
IRS990/AccountsReceivableGrp/EOYAmt0104
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HOUSING FOR LOW INCOME ELDERLY INDIVIDUALS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02891
IRS990/AdvertisingGrp/TotalAmt02891
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt010049
IRS990/AllOtherExpensesGrp/ProgramServicesAmt032488
IRS990/AllOtherExpensesGrp/TotalAmt042537
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BECKER PROPERTY SERVICES LLC
IRS990/BooksInCareOfDetail/PhoneNum02622409406
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011520 N PORT WASHINGTON RD STE 102
IRS990/BooksInCareOfDetail/USAddress/CityNm0MEQUON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053092
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt039164
IRS990/CashNonInterestBearingGrp/EOYAmt044234
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt079
IRS990/CYOtherExpensesAmt0359839
IRS990/CYOtherRevenueAmt02789
IRS990/CYProgramServiceRevenueAmt0241646
IRS990/CYRevenuesLessExpensesAmt0-115325
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0359839
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0244514
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0305
IRS990/DeferredRevenueGrp/EOYAmt0227
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0123626
IRS990/DepreciationDepletionGrp/TotalAmt0123626
IRS990/Desc0H.O.L.I.E. VII, INC. GONZAGA VILLAGE APARTMENTS CONSTRUCTED AND OPERATES A 36 UNIT RENTAL HOUSING PROJECT FOR LOW INCOME ELDERLY INDIVIDUALS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0278302
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt019559
IRS990/FeesForServicesAccountingGrp/TotalAmt019559
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt021060
IRS990/FeesForServicesManagementGrp/TotalAmt021060
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt023208
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt014281
IRS990/FeesForServicesOtherGrp/TotalAmt037489
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
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/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0REV FRED THOMAS-BREITFELD
IRS990/Form990PartVIISectionAGrp/PersonNm1MR THOMAS F RAASCH
IRS990/Form990PartVIISectionAGrp/PersonNm2MR WAYNE LUNDE
IRS990/Form990PartVIISectionAGrp/PersonNm3REV PAUL ARMSTRONG
IRS990/Form990PartVIISectionAGrp/PersonNm4REV GAIL BRODERSEN-HEINS
IRS990/Form990PartVIISectionAGrp/PersonNm5REV GAIL HUEBNER
IRS990/Form990PartVIISectionAGrp/PersonNm6REV RICHARD PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm7MIKE PLICKA
IRS990/Form990PartVIISectionAGrp/PersonNm8REV ED RUEN
IRS990/Form990PartVIISectionAGrp/PersonNm9REV MARK THOMPSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1V-PRESIDENT/
IRS990/Form990PartVIISectionAGrp/TitleTxt2SEC./TREAS./
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0244514
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt08007
IRS990/InsuranceGrp/TotalAmt08007
IRS990/IntangibleAssetsGrp/BOYAmt07994
IRS990/IntangibleAssetsGrp/EOYAmt06471
IRS990/InvestmentIncomeGrp/ExclusionAmt079
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt079
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01263903
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02401023
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02285300
IRS990/LandBldgEquipCostOrOtherBssAmt03549203
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HOUSING FOR LOW INCOME ELDERLY INDIVIDUALS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03604800
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03604800
IRS990/NetAssetsOrFundBalancesBOYAmt0-1103790
IRS990/NetAssetsOrFundBalancesEOYAmt0-1219115
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04770
IRS990/OfficeExpensesGrp/TotalAmt04770
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt069218
IRS990/OtherAssetsTotalGrp/EOYAmt065312
IRS990/OtherExpensesGrp/Desc0CONTRACTS
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2HEATING - COOLING REPAIRS
IRS990/OtherExpensesGrp/Desc3REAL ESTATE TAXES-PILOT
IRS990/OtherExpensesGrp/ProgramServicesAmt047275
IRS990/OtherExpensesGrp/ProgramServicesAmt125606
IRS990/OtherExpensesGrp/ProgramServicesAmt216818
IRS990/OtherExpensesGrp/ProgramServicesAmt310201
IRS990/OtherExpensesGrp/TotalAmt047275
IRS990/OtherExpensesGrp/TotalAmt125606
IRS990/OtherExpensesGrp/TotalAmt216818
IRS990/OtherExpensesGrp/TotalAmt310201
IRS990/OtherLiabilitiesGrp/BOYAmt011744
IRS990/OtherLiabilitiesGrp/EOYAmt011332
IRS990/OtherRevenueMiscGrp/Desc0LAUNDRY & VENDING REVENUE
IRS990/OtherRevenueMiscGrp/Desc1TENANT CHARGES
IRS990/OtherRevenueMiscGrp/ExclusionAmt01429
IRS990/OtherRevenueMiscGrp/ExclusionAmt11360
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01429
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11360
IRS990/OtherRevenueTotalAmt02789
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0REV FRED THOMAS-BREITFELD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TENANT ASSISTANCE PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc1RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0136004
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1105642
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0136004
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1105642
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt065
IRS990/PYOtherExpensesAmt0332030
IRS990/PYOtherRevenueAmt03107
IRS990/PYProgramServiceRevenueAmt0235052
IRS990/PYRevenuesLessExpensesAmt0-93806
IRS990/PYTotalExpensesAmt0332030
IRS990/PYTotalRevenueAmt0238224
IRS990/ReconcilationRevenueExpnssAmt0-115325
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0241646
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012093
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011686
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0LAUNDRY & VENDING REVENUE 7,697 TENANT CHARGES 4,889
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt079
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt065
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0224
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0241646
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0235052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0235478
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0223666
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0199807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01135649
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt01429
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt01429
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt079
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt065
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0224
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt0360
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0360
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02789
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03107
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01812
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt02107
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02771
IRS990ScheduleA/OtherIncome509Grp/TotalAmt012586
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98860
IRS990ScheduleA/PublicSupportPY509Pct00.98730
IRS990ScheduleA/PublicSupportTotal509Amt01137078
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0243075
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0235052
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0235478
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0223666
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0199807
IRS990ScheduleA/Total509Grp/TotalAmt01137078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0246303
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0238224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0237321
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0225800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0202600
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01150248
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01983252
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01255713
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03238965
IRS990ScheduleD/EquipmentGrp/BookValueAmt01073
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08190
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09263
IRS990ScheduleD/ExpensesSubtotalAmt0359839
IRS990ScheduleD/LandGrp/BookValueAmt0300975
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0300975
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011332
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/RevenueSubtotalAmt0244514
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02285300
IRS990ScheduleD/TotalExpensesPerForm990Amt0359839
IRS990ScheduleD/TotalLiabilityAmt011332
IRS990ScheduleD/TotalRevenuePerForm990Amt0244514
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0244514
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0359839
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REV. FRED THOMAS-BREITFELD PRES/DIR INDEPENDENT MR. THOMAS F. RAASCH V. PRES/DIR INDEPENDENT MR. WAYNE LUNDE SEC/TREA/DIR INDEPENDENT REV. PAUL ARMSTRONG DIRECTOR INDEPENDENT REV. GAIL BRODERSEN-HEINS DIRECTOR INDEPENDENT REV. GAIL HUEBNER DIRECTOR INDEPENDENT REV. RICHARD PETERSON DIRECTOR INDEPENDENT MIKE PLICKA DIRECTOR INDEPENDENT REV. ED RUEN DIRECTOR INDEPENDENT REV. MARK THOMPSON DIRECTOR INDEPENDENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT COMPANY: BECKER PROPERTY SERVICES, LLC 11520 NORTH PORT WASHINGTON ROAD, SUITE 102 MEQUON, WI 53092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED PRIOR TO SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUBCONTRACT LABOR-OFFICE 0 14,958 0 SUBCONTRACT LABOR-MANAGER 0 8,250 0 SUBCONTRACT LABOR-MAINTENANCE 10,556 0 0 SUBCONTRACT LABOR-SECURITY 3,725 0 0 TOTAL 14,281 23,208 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GARBAGE & TRASH REMOVAL 9,533 0 0 SUPPLIES 7,682 0 0 SNOW REMOVAL 7,534 0 0 MISC. OPERATING & MAINT. 7,439 0 0 OTHER RENTING EXPENSES 0 6,930 0 MISC. ADMINISTRATIVE 0 3,119 0 VEHICLE & MAINT. EQUIPMNT 300 0 0 TOTAL 32,488 10,049 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HOLIE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237098679
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04535 WEST OKLAHOMA AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MILWAUKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053219
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02529720
IRS990/TotalAssetsEOYAmt02413107
IRS990/TotalAssetsGrp/BOYAmt02529720
IRS990/TotalAssetsGrp/EOYAmt02413107
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt081537
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0278302
IRS990/TotalFunctionalExpensesGrp/TotalAmt0359839
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03633510
IRS990/TotalLiabilitiesEOYAmt03632222
IRS990/TotalLiabilitiesGrp/BOYAmt03633510
IRS990/TotalLiabilitiesGrp/EOYAmt03632222
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1103790
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1219115
IRS990/TotalProgramServiceExpensesAmt0278302
IRS990/TotalProgramServiceRevenueAmt0241646
IRS990/TotalRevenueGrp/ExclusionAmt02868
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0241646
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0244514
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02529720
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02413107
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-1103790
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-1219115
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04535 WEST OKLAHOMA AVENUE

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
$2,413,107
Liabilities
$3,632,222
Net assets
-$1,219,115
Revenue
$244,514
Expenses
$359,839
Net income
-$115,325
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.77$3.68$1.91$0.31$0.41$0.10
2024Detailed filing. Detailed filing data is available for this year.$1.82$3.63$1.81$0.29$0.47$0.18
2023Detailed filing. Detailed filing data is available for this year.$2.00$3.63$1.63$0.28$0.39$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.11$3.63$1.52$0.27$0.38$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.21$3.63$1.42$0.26$0.37$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.34$3.65$1.31$0.25$0.34$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.41$3.63$1.22$0.24$0.36$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.53$3.63$1.10$0.24$0.33$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.62$3.63$1.01$0.24$0.33$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.71$3.63$0.92$0.23$0.33$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.82$3.63$0.81$0.20$0.31$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.92$3.63$0.71$0.19$0.32$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$3.63$0.58$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$3.63$0.49$0.26
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits