Civic Intelligence

Woodside Haven Incorporated

990 • Fiscal year 2013 • EIN 30-0071529

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 05, 2014

Organization ProfileWWW.WOODSIDESENIORCOMMUNITIES.ORG
1040 Pilgrim Way54304
Siviq Scores

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

Liabilities / Assets

40th percentile

0.06x

Higher debt load relative to assets than 40% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

22nd percentile

-4.2%

Faster asset growth than 22% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$1,565,088

Down $69,357 (-4.2%) from 2012

Net Assets

Down

$1,474,765

Down $45,720 (-3.0%) from 2012

Liabilities

Down

$90,323

Down $23,637 (-21%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$170,669

Up $5,775 (+3.5%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,690,925Liabilities 2010: $88,353Net Assets 2010: $1,602,5722010Assets 2011: $1,647,136Liabilities 2011: $87,724Net Assets 2011: $1,559,4122011Assets 2012: $1,634,445Liabilities 2012: $113,960Net Assets 2012: $1,520,4852012Assets 2013: $1,565,088Liabilities 2013: $90,323Net Assets 2013: $1,474,7652013Assets 2014: $1,527,553Liabilities 2014: $88,301Net Assets 2014: $1,439,2522014Assets 2015: $1,488,976Liabilities 2015: $89,719Net Assets 2015: $1,399,2572015Assets 2016: $1,452,260Liabilities 2016: $96,421Net Assets 2016: $1,355,8392016Assets 2017: $1,412,972Liabilities 2017: $94,837Net Assets 2017: $1,318,1352017Assets 2018: $1,379,925Liabilities 2018: $94,634Net Assets 2018: $1,285,2912018Assets 2019: $1,325,769Liabilities 2019: $85,815Net Assets 2019: $1,239,9542019Assets 2020: $1,241,307Liabilities 2020: $92,354Net Assets 2020: $1,148,9532020Assets 2021: $1,193,509Liabilities 2021: $99,086Net Assets 2021: $1,094,4232021Assets 2022: $1,147,845Liabilities 2022: $118,487Net Assets 2022: $1,029,3582022Assets 2023: $1,122,854Liabilities 2023: $143,720Net Assets 2023: $979,1342023Assets 2024: $1,070,278Liabilities 2024: $128,878Net Assets 2024: $941,4002024Assets 2025: $1,183,631Liabilities 2025: $261,680Net Assets 2025: $921,9512025

Highlighted filing

2013

Assets$1,565,088
Liabilities$90,323
Net Assets$1,474,765
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2010: $157,8192010Expenses 2011: $169,3042011Expenses 2012: $164,8942012Expenses 2013: $170,6692013Revenue 2014: $135,081Expenses 2014: $170,594Net Income 2014: -$35,5132014Revenue 2015: $131,391Expenses 2015: $171,386Net Income 2015: -$39,9952015Revenue 2016: $131,634Expenses 2016: $175,052Net Income 2016: -$43,4182016Revenue 2017: $134,244Expenses 2017: $171,948Net Income 2017: -$37,7042017Revenue 2018: $138,016Expenses 2018: $170,860Net Income 2018: -$32,8442018Revenue 2019: $137,186Expenses 2019: $182,523Net Income 2019: -$45,3372019Revenue 2020: $130,874Expenses 2020: $221,875Net Income 2020: -$91,0012020Revenue 2021: $137,875Expenses 2021: $192,405Net Income 2021: -$54,5302021Revenue 2022: $137,984Expenses 2022: $203,049Net Income 2022: -$65,0652022Revenue 2023: $151,624Expenses 2023: $201,848Net Income 2023: -$50,2242023Revenue 2024: $168,289Expenses 2024: $206,023Net Income 2024: -$37,7342024Revenue 2025: $177,080Expenses 2025: $196,529Net Income 2025: -$19,4492025

Highlighted filing

2013

Revenue-
Expenses$170,669
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 5, 2014
Return Version
2012v2.1
Gross Receipts
$124,949
Mission and Program Overview

Mission

Woodside haven is organized for the purpose of providing housing to low-income elderly adults aged 62 and over.

Filing and Contact Details

Filer

EIN
30-0071529
Raw XML AppendixShowing 400 of 515 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/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY0107868
IRS990/AccountsPayableAccruedExpenses/EOY083596
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0WOODSIDE HAVEN OFFERS 24 ONE-BEDROOM APARTMENTS FOR LOW-INCOME ADULTS MEETING THE REQUIREMENTS OF: AGE 62 AND OVER AND HAVING ADJUSTED GROSS INCOMES ACCORDING TO THE CURRENT SCHEDULE, APPLICABLE AT THE TIME APPLYING FOR RESIDENCY. OUR TENANTS ENJOY THE WARMTH OF COMMUNITY AND AS ACTIVE A SOCIAL LIFE AS THEY CHOOSE. ONE COMMENT WE HEAR OVER AND OVER FROM RESIDENTS IS THAT THEY ARE MADE TO FEEL SPECIAL HERE.-SPACIOUS APARTMENTS WITH AMPLE CLOSET SPACE, COMPLETE KITCHEN, FULL BATHROOM, LIVING AND BEDROOM.-LOUNGE AREAS WHERE TENANTS CAN BE TOGETHER TO VISIT, PLAY CARDS, OR GAMES.-COMMON AREA WITH A SERVING KITCHEN.-EMERGENCY CALL SYSTEM IN EACH APARTMENT.
IRS990/AddressPrincipalOfficerUS/AddressLine101040 PILGRIM WAY
IRS990/AddressPrincipalOfficerUS/City0GREEN BAY
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode054304
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/BOY08793
IRS990/CashNonInterestBearing/EOY05672
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/ProgramServices057999
IRS990/DepreciationDepletion/Total057999
IRS990/DescribedIn501C301
IRS990/Description0WOODSIDE HAVEN, INC. IS A NONPROFIT, NONSTOCK CORPORATION THAT OPERATES AN APARTMENT PROJECT IN GREEN BAY, WISCONSIN, CONSISTING OF 24 APARTMENTS, WHICH ARE RENTED TO LOW-INCOME AND PHYSICALLY HANDICAPPED OR ELDERLY PERSONS. WOODSIDE HAVEN, INC. BEGAN OPERATIONS MARCH 1, 2004. THE ORGANIZATION IS OPERATED UNDER SECTION 202 OF THE NATIONAL HOUSING ACT AND REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) WITH RESPECT TO RENTAL CHARGES AND OPERATING METHODS. ALL UNITS QUALIFY UNDER SECTION 8 OF THE HUD REGULATIONS.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers01
IRS990/EmploymentTaxReturnsFiled01
IRS990/ExcessBenefitTransaction00
IRS990/Expense0141007
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditPerformed01
IRS990/FederalGrantAuditRequired01
IRS990/FeesForServicesAccounting/ManagementAndGeneral010380
IRS990/FeesForServicesAccounting/Total010380
IRS990/FeesForServicesLegal/ProgramServices04601
IRS990/FeesForServicesLegal/Total04601
IRS990/FeesForServicesManagement/ProgramServices012226
IRS990/FeesForServicesManagement/Total012226
IRS990/FeesForServicesOther/ManagementAndGeneral04472
IRS990/FeesForServicesOther/Total04472
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek740.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek840.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated42.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated52.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated62.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated72.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated82.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/NamePerson0DIRK KAGERBAUER
IRS990/Form990PartVIISectionA/NamePerson1JOHN DROEGE
IRS990/Form990PartVIISectionA/NamePerson2MIKE HALLADA
IRS990/Form990PartVIISectionA/NamePerson3LORI RICHARDSON
IRS990/Form990PartVIISectionA/NamePerson4JOYCE MCCOLLUM
IRS990/Form990PartVIISectionA/NamePerson5SUE MAY
IRS990/Form990PartVIISectionA/NamePerson6PASTOR JIM GERTH
IRS990/Form990PartVIISectionA/NamePerson7SCOTT ROSS
IRS990/Form990PartVIISectionA/NamePerson8JULIE GRACEFFA
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation722552
IRS990/Form990PartVIISectionA/OtherCompensation816467
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs7133205
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs880761
IRS990/Form990PartVIISectionA/Title0MEMBER
IRS990/Form990PartVIISectionA/Title1MEMBER
IRS990/Form990PartVIISectionA/Title2MEMBER
IRS990/Form990PartVIISectionA/Title3MEMBER
IRS990/Form990PartVIISectionA/Title4PRESIDENT
IRS990/Form990PartVIISectionA/Title5VICE-PRESIDENT
IRS990/Form990PartVIISectionA/Title6TREASURER/SECRETARY
IRS990/Form990PartVIISectionA/Title7EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionA/Title8CFO
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts0124949
IRS990/GroupExemptionNumber09386
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/Insurance/ProgramServices02730
IRS990/Insurance/Total02730
IRS990/InvestmentIncomeCurrentYear0100
IRS990/InvestmentIncome/ExclusionAmount0100
IRS990/InvestmentIncomePriorYear0127
IRS990/InvestmentIncome/TotalRevenueColumn0100
IRS990/InvestmentInJointVenture00
IRS990/LandBldgEquipmentAccumDeprec0486962
IRS990/LandBuildingsEquipmentBasis01974880
IRS990/LandBuildingsEquipmentBasisNet/BOY01548402
IRS990/LandBuildingsEquipmentBasisNet/EOY01487918
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0WOODSIDE HAVEN IS ORGANIZED FOR THE PURPOSE OF PROVIDING HOUSING TO LOW-INCOME ELDERLY ADULTS AGE 62 AND OVER.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0JULIE GRACEFFA
IRS990/NbrIndependentVotingMembers07
IRS990/NbrVotingGoverningBodyMembers07
IRS990/NbrVotingMembersGoverningBody07
IRS990/NetAssetsOrFundBalancesBOY01520485
IRS990/NetAssetsOrFundBalancesEOY01474765
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers07
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees03
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ProgramServices044480
IRS990/Occupancy/Total044480
IRS990/OfficeExpenses/ManagementAndGeneral0361
IRS990/OfficeExpenses/ProgramServices0510
IRS990/OfficeExpenses/Total0871
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY08276
IRS990/OtherAssetsTotal/EOY07535
IRS990/OtherEmployeeBenefits/ProgramServices057
IRS990/OtherEmployeeBenefits/Total057
IRS990/OtherExpensePriorYear0135637
IRS990/OtherExpensesCurrentYear0140937
IRS990/OtherExpenses/Description0MISC EXPENSE
IRS990/OtherExpenses/ProgramServices03178
IRS990/OtherExpenses/Total03178
IRS990/OtherLiabilities/BOY06092
IRS990/OtherLiabilities/EOY06727
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherSalariesAndWages/ManagementAndGeneral013645
IRS990/OtherSalariesAndWages/ProgramServices014890
IRS990/OtherSalariesAndWages/Total028535
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/ManagementAndGeneral0804
IRS990/PayrollTaxes/ProgramServices0336
IRS990/PayrollTaxes/Total01140
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PrepaidExpensesDeferredCharges/BOY0993
IRS990/PrepaidExpensesDeferredCharges/EOY01519
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0623000
IRS990/ProgramServiceRevenue/BusinessCode1623000
IRS990/ProgramServiceRevenue/BusinessCode2623000
IRS990/ProgramServiceRevenueCY0124849
IRS990/ProgramServiceRevenue/Description0RENTAL INCOME
IRS990/ProgramServiceRevenue/Description1HUD ASSISTANCE
IRS990/ProgramServiceRevenue/Description2OTHER OPERATING INCOME
IRS990/ProgramServiceRevenue/ExclusionAmount04911
IRS990/ProgramServiceRevenuePriorYear0125840
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome073868
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome146070
IRS990/ProgramServiceRevenue/TotalRevenueColumn073868
IRS990/ProgramServiceRevenue/TotalRevenueColumn146070
IRS990/ProgramServiceRevenue/TotalRevenueColumn24911
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0-45720
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity01
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/Revenue0119938
IRS990/RevenuesLessExpensesCY0-45720
IRS990/RevenuesLessExpensesPriorYear0-38927
IRS990/SalariesEtcCurrentYear029732
IRS990/SalariesEtcPriorYear029257
IRS990/SavingsAndTempCashInvestments/BOY067981
IRS990/SavingsAndTempCashInvestments/EOY062444
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYear03528
IRS990ScheduleA/AmtsFromSubstContributors/Total03528
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear0100
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year0127
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years0139
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years064
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years0139
IRS990ScheduleA/GrossInvestmentIncome509/Total0569
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear0119938
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year0122187
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years0118906
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years0120960
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years0117958
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0599949
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYear04911
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus1Year03653
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus2Years07099
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus3Years03046
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus4Years02897
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total021606
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear0100
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year0127
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0139
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years064
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years0139
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0569
IRS990ScheduleA/InvestmentIncomePercentage00.00090
IRS990ScheduleA/PriorYearSupportPercentage00.99880
IRS990ScheduleA/PriorYrInvestIncomePercentage00.00120
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99340
IRS990ScheduleA/PublicSupportTotal5090618027
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYear03528
IRS990ScheduleA/SupportFromDQPsEtc/Total03528
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear0124849
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year0125840
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years0126005
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years0124006
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years0120855
IRS990ScheduleA/Total509/Total0621555
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear0124949
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year0125967
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years0126144
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years0124070
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years0120994
IRS990ScheduleA/TotalSupportTotal/Total0622124
IRS990/ScheduleBRequired00
IRS990ScheduleD/Buildings/BookValue01388042
IRS990ScheduleD/Buildings/Depreciation0418911
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis01806953
IRS990ScheduleD/Equipment/BookValue07968
IRS990ScheduleD/Equipment/Depreciation031391
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis039359
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal0170669
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, ASC TOPIC 740-10, INCOME TAXES, REQUIRES AN ORGANIZATION TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. MANAGEMENT DOES NOT BELIEVE THE CORPORATION HAS ANY MATERIAL UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS. THE CORPORATION'S FEDERAL INCOME TAX RETURNS FOR TAX YEARS 2009 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/Land/BookValue050000
IRS990ScheduleD/Land/OtherCostOrOtherBasis050000
IRS990ScheduleD/LeaseholdImprovements/BookValue041908
IRS990ScheduleD/LeaseholdImprovements/Depreciation036660
IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis078568
IRS990ScheduleD/OtherLiabilities/Amount06727
IRS990ScheduleD/OtherLiabilities/Description0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/RevenueNotRptdF99000
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal0124949
IRS990ScheduleD/TotalExpensesPerForm9900170669
IRS990ScheduleD/TotalOfAmounts06727
IRS990ScheduleD/TotalOfBookValueLandBuildings01487918
IRS990ScheduleD/TotalRevenuePerForm9900124949
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0170669
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0124949
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/CompensationSurvey0X
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990OfOtherOrganizations0X
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs04550
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0128655
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs0488
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0SCOTT ROSS
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs022064
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/Title0EXECUTIVE DIRECTOR
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0155757
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleJ/WrittenEmploymentContract0X
IRS990ScheduleO/GeneralExplanation/Explanation0THE CORPORATE MEMBERSHIP OF THE ORGANIZATION CONSISTS OF CONGREGATIONS OF THE GREEN BAY CONFERENCE OF THE EAST CENTRAL SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. THE MEMBERSHIP OF THE ORGANIZATION MAY INCLUDE OTHER ORGANIZATIONS; HOWEVER, A MAJORITY OF THE CORPORATE MEMBERS SHALL CONSIST OF LUTHERAN CONGREGATIONS OF THE EVANGELICAL LUTHERAN CHURCH OF AMERICA, OR ITS SUCCESSOR.
IRS990ScheduleO/GeneralExplanation/Explanation1EACH OF THE MEMBERS HAS THE ABILITY TO NOMINATE ONE OR MORE DELEGATES BASED ON THE CONGREGATION LEVELS OF EACH RESPECTIVE CHURCH. EACH DELEGATE NOMINATED HAS THE AUTHORITY TO NOMINATE ONE BOARD MEMBER TO BAY AREA LUTHERAN HOME, INC. ("BALH"). THE BOARD OF DIRECTORS FOR BALH NOMINATES THE BOARD OF DIRECTORS FOR WOODSIDE HAVEN, INC. NO ONE CHURCH HAS THE ABILITY TO NOMINATE MORE THAN 50% OF THE DELEGATES.
IRS990ScheduleO/GeneralExplanation/Explanation2THE BOARD OF DIRECTORS HAS DELEGATED THE DETAILED REVIEW OF THE FORM 990 TO MANAGEMENT. THE FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE AND THEN BROUGHT TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND FINAL APPROVAL.
IRS990ScheduleO/GeneralExplanation/Explanation3BOARD MEMBER CONFLICT OF INTERESTS BOARD MEMBERS HAVE A DUTY TO SUBORDINATE PERSONAL INTERESTS TO THE WELFARE OF "THE CORPORATION" AND THOSE WE SERVE. CONFLICTING INTERESTS CAN BE FINANCIAL, PERSONAL RELATIONSHIPS, STATUS, OR POWER. BOARD MEMBERS AND EMPLOYEES ARE PROHIBITED FROM RECEIVING GIFTS, FEES, LOANS, OR FAVORS FROM SUPPLIERS, CONTRACTORS, CONSULTANTS, OR FINANCIAL AGENCIES, WHICH OBLIGATE OR INDUCE THE BOARD MEMBER OR EMPLOYEE TO COMPROMISE RESPONSIBILITIES TO NEGOTIATE, INSPECT OR AUDIT, PURCHASE OR AWARD CONTRACTS, WITH THE BEST INTEREST OF "THE CORPORATION" IN MIND. BOARD MEMBERS AND EMPLOYEES ARE PROHIBITED FROM KNOWINGLY DISCLOSING INFORMATION ABOUT "THE CORPORATION" TO THOSE WHO DO NOT HAVE A NEED TO KNOW OR WHOSE INTEREST MAY BE ADVERSE TO "THE CORPORATION", EITHER INSIDE OR OUTSIDE "THE CORPORATION", NOR MAY BOARD MEMBERS OR EMPLOYEES IN ANY WAY USE SUCH INFORMATION TO THE DETRIMENT OF "THE CORPORATION". BOARD MEMBERS OR EMPLOYEES MAY NOT HAVE A SIGNIFICANT FINANCIAL INTEREST IN ANY PROPERTY THAT "THE CORPORATION" PURCHASES, OR A DIRECT OR INDIRECT INTEREST IN A SUPPLIER, CONTRACTOR CONSULTANT, OR OTHER ENTITY WITH WHICH "THE CORPORATION" DOES BUSINESS. SINCE IT IS NOT POSSIBLE TO WRITE A POLICY THAT COVERS ALL POTENTIAL CONFLICTS, BOARD MEMBERS AND EMPLOYEES ARE EXPECTED TO BE ALERT FOR AN AVOID SITUATIONS THAT MIGHT BE CONSTRUED AS CONFLICTS OF INTEREST. ANY POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY BOARD MEMBER SHOULD BE DISCLOSED TO THE OTHER BOARD MEMBERS AND MADE A MATTER OF RECORD, EITHER THROUGH AN ANNUAL PROCEDURE OR WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION. ANY BOARD MEMBER HAVING A CONFLICT OF INTEREST OR POSSIBLE CONFLICTS OF INTEREST SHOULD NOT VOTE OR USE HIS/HER PERSONAL INFLUENCE ON THE MATTER, AND HE/SHE SHOULD NOT BE COUNTED AS PART OF A MAJORITY FOR THE MEETING. THE MINUTES OF THE MEETING SHOULD REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE MAJORITY SITUATION.
IRS990ScheduleO/GeneralExplanation/Explanation4ALL PERSONS WERE PAID FROM BAY AREA LUTHERAN HOME, INC., A RELATED ORGANIZATION THAT HAS ITS OWN POLICIES IN PLACE.
IRS990ScheduleO/GeneralExplanation/Explanation5THE ORGANIZATION BELIEVES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE THE PROPERTY OF THE ORGANIZATION AND DOES NOT MAKE THEM AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation6THE BOARD OF DIRECTORS SELECTS THE INDEPENDENT ACCOUNTANT AND REVIEWS THE AUDITED FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM LAST YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0SELECTION OF INDEPENDENT ACCOUNTANT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XII, LINE 2C
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine101040 PILGRIM WAY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine111040 PILGRIM WAY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0GREEN BAY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1GREEN BAY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0WI
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1WI
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode054304
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode154304
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg11
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10BAY AREA LUTHERAN HOMES INC
IRS990ScheduleR/Form990ScheduleRPartII/EIN0391034534
IRS990ScheduleR/Form990ScheduleRPartII/EIN1421552326
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection1501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0WI

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,565,088
Liabilities
$90,323
Net assets
$1,474,765
Revenue
-
Expenses
$170,669
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.18$0.26$0.92$0.18$0.20$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.13$0.94$0.17$0.21$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.14$0.98$0.15$0.20$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.12$1.03$0.14$0.20$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.10$1.09$0.14$0.19$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.09$1.15$0.13$0.22$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.33$0.09$1.24$0.14$0.18$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.09$1.29$0.14$0.17$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.09$1.32$0.13$0.17$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.10$1.36$0.13$0.18$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.09$1.40$0.13$0.17$0.04
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.09$1.44$0.14$0.17$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.09$1.47$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.11$1.52$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.09$1.56$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.09$1.60$0.16