Civic Intelligence

Partners for Community Development Inc.

990 • Fiscal year 2014 • EIN 39-1216413

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 23, 2015

Organization ProfileN/A

View Organization Page

1407 South 13th StreetSheboygan, WI 53081

(920) 459-2780

Siviq Scores

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

Liabilities / Assets

81st percentile

0.65x

Higher debt load relative to assets than 81% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

0.94x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

68th percentile

10%

Higher net margin than 68% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$113,214

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

86th percentile

24%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$6,513,783

Up $1,253,213 (+24%) from 2013

Net Assets

Up

$2,310,715

Up $448,834 (+24%) from 2013

Liabilities

Up

$4,203,068

Up $804,379 (+24%) from 2013

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin68th percentile

Revenue

Up

$4,481,088

Up $538,673 (+14%) from 2013

Expenses

Down

$4,032,254

Down $455 (-0.0%) from 2013

Net Income

Up

$448,834

Up $539,128 (+597%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$10M$5.0M$0Assets 2010: $4,992,768Liabilities 2010: $3,322,862Net Assets 2010: $1,669,9062010Assets 2011: $5,440,223Liabilities 2011: $3,575,264Net Assets 2011: $1,864,9592011Assets 2012: $5,129,387Liabilities 2012: $3,177,212Net Assets 2012: $1,952,1752012Assets 2013: $5,260,570Liabilities 2013: $3,398,689Net Assets 2013: $1,861,8812013Assets 2014: $6,513,783Liabilities 2014: $4,203,068Net Assets 2014: $2,310,7152014Assets 2015: $8,145,231Liabilities 2015: $5,384,632Net Assets 2015: $2,760,5992015Assets 2016: $7,078,461Liabilities 2016: $4,224,750Net Assets 2016: $2,853,7112016Assets 2017: $7,963,578Liabilities 2017: $5,131,161Net Assets 2017: $2,832,4172017Assets 2018: $7,467,905Liabilities 2018: $4,588,550Net Assets 2018: $2,879,3552018Assets 2019: $7,855,622Liabilities 2019: $4,931,831Net Assets 2019: $2,923,7912019Assets 2020: $9,069,487Liabilities 2020: $6,723,710Net Assets 2020: $2,345,7772020Assets 2021: $9,028,044Liabilities 2021: $5,795,816Net Assets 2021: $3,232,2282021Assets 2022: $8,253,882Liabilities 2022: $4,564,342Net Assets 2022: $3,689,5402022Assets 2023: $8,527,875Liabilities 2023: $4,725,193Net Assets 2023: $3,802,6822023Assets 2024: $9,880,981Liabilities 2024: $5,644,243Net Assets 2024: $4,236,7382024

Highlighted filing

2014

Assets$6,513,783
Liabilities$4,203,068
Net Assets$2,310,715
Open 2014 Filing

Operations Trend

Revenue Growth71st percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,203,5322010Revenue 2011: $5,892,269Expenses 2011: $5,697,216Net Income 2011: $195,0532011Expenses 2012: $4,100,8202012Revenue 2013: $3,942,415Expenses 2013: $4,032,709Net Income 2013: -$90,2942013Revenue 2014: $4,481,088Expenses 2014: $4,032,254Net Income 2014: $448,8342014Revenue 2015: $6,452,803Expenses 2015: $6,002,919Net Income 2015: $449,8842015Revenue 2016: $5,736,358Expenses 2016: $5,643,246Net Income 2016: $93,1122016Revenue 2017: $5,729,588Expenses 2017: $5,750,882Net Income 2017: -$21,2942017Revenue 2018: $5,688,710Expenses 2018: $5,641,772Net Income 2018: $46,9382018Revenue 2019: $7,321,845Expenses 2019: $7,277,409Net Income 2019: $44,4362019Revenue 2020: $6,363,600Expenses 2020: $6,941,614Net Income 2020: -$578,0142020Revenue 2021: $7,710,169Expenses 2021: $6,840,429Net Income 2021: $869,7402021Revenue 2022: $7,968,342Expenses 2022: $7,455,799Net Income 2022: $512,5432022Revenue 2023: $8,930,463Expenses 2023: $8,820,264Net Income 2023: $110,1992023Revenue 2024: $11,028,777Expenses 2024: $10,617,168Net Income 2024: $411,6092024

Highlighted filing

2014

Revenue$4,481,088
Expenses$4,032,254
Net Income$448,834
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 23, 2015
Return Version
2013v4.0
Gross Receipts
$4,500,136
Mission and Program Overview

Mission

To combine the resources of both public and private sectors providing services to meet the needs of minorities and the disadvantaged in order to promote self-sufficiency, community integration, and enhance the vitality of the local community.

To administer various programs which provide aid for housing and home improvements for low and moderate income families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,435,028$3,424,107▲ $989,079
Cash and Non-Interest-Bearing Accounts$525,110$393,017▼ $132,093
Inventories for Sale or Use$217,965$388,763▲ $170,798
Pledges and Grants Receivable$163,876$208,849▲ $44,973
Savings and Temporary Cash Investments$184,096$184,307▲ $211
Accounts Receivable$28,027$27,386▼ $641
Prepaid Expenses and Deferred Charges$15,373$18,697▲ $3,324
Total Assets$5,260,570$6,513,783▲ $1,253,213
Other Assets Total$1,691,095$1,868,657▲ $177,562
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,285,116$1,938,976▲ $653,860
Other Liabilities$1,711,095$1,811,826▲ $100,731
Accounts Payable and Accrued Expenses$271,017$333,203▲ $62,186
Deferred Revenue$131,461$119,063▼ $12,398
Total Liabilities$3,398,689$4,203,068▲ $804,379
Net Assets / Fund Balance
Unrestricted Net Assets$1,458,404$1,932,468▲ $474,064
Temporarily Rstr Net Assets$403,477$378,247▼ $25,230
Total Net Assets Fund Balance$1,861,881$2,310,715▲ $448,834
Total Liabilities and Net Assets / Fund Balance$5,260,570$6,513,783▲ $1,253,213

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,600,875$1,286,390$3,887,265
Equipment$194,163$548,399$742,562
Land$591,173-$591,173
Other Land Buildings$37,896$23,462$61,358
Other Assets Org$76,831--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lucio FuentezExecutive DirectorFT$106,116$7,098$113,214
Ken LeibhamFinancial DirectorFT$76,182$6,070$82,252

Board Members and Trustees

NameTitle
Edward SurekChairmain of the Board
Anthony ResimiusPersonnel Committee Chairm
Richard SeidemannVice Chairman
Alejandra BricenoBoard Member
James BaumgartBoard Member
Loretta GilbertsonBoard Member
Pete MartinezBoard Member
Rebecah WickertBoard Member
Ronaldo CordeiroBoard Member
Scott GruenkeBoard Member
Timothy DufourBoard Member
Donna WendlandtMembership/nominations COM
Ladonna Jo NeillPrograms Monitoring Commit
Joseph D BotanaSecretary
Wendi LucarelliTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,590,019
Program Service Revenue
$834,199
Investment Income
$1,321
Other Revenue
$55,549
All Other Contributions
$197,075
Change in Net Assets
$448,834

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Commercial1$190,000Appraisal
Total Noncash Contributions1$190,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,481,088
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$19,048
Total Revenue per Audited Statements
$4,500,136
Total Revenue per Form 990
$4,481,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,286,329
Other Expenses$1,745,925
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,565,076$79,536-$1,644,612
Other Employee Benefits$202,460$41,695-$244,155
Occupancy$217,932$2,605-$220,537
Current Officers, Directors, Trustees, and Key Employees-$198,338-$198,338
Payroll Taxes$140,308$24,404-$164,712
Depreciation Depletion$127,614$21,583-$149,197
Fees for Services Other$72,204--$72,204
All Other Expenses$62,609$519-$63,128
Interest$52,586$8,073-$60,659
Other Expenses$48,000--$48,000
Office Expenses$38,897$525-$39,422
Pension Plan Contributions$28,850$5,662-$34,512
Fees for Services Accounting-$27,225-$27,225
Travel$24,287$565-$24,852
Insurance$24,433--$24,433
Information Technology$20,004--$20,004
Advertising$18,991--$18,991
Conferences and Meetings$12,965--$12,965
Fees for Services Legal$1,407--$1,407
Total Functional Expenses$3,621,524$410,730$0$4,032,254

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,051,302
Expenses per Audited Statements$4,032,254
Total Expenses per Form 990$4,032,254
Expenses Not Reported on Form 990$19,048
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,894
Fundraising Direct Expenses$15,119
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$14,203$14,203$7,296$6,907
Total Events$14,203$14,203$7,296$6,907
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Granting Agencies$1,791,826
Inventory Advance$20,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The executive director reviews and approves the form 990 before it is filed.”

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

“Annually all members of the board and members of committee's of the board are ask to sign statements regarding conflict of interest activity. Conflicts if any would be reviewed by the board of directors for action.”

Form 990, Part VI, Section B, Line 15

“A mra executive compensation survey is used. We also review compensation reported on the 990 returns of other weatherization organizations. This information is presented to the personnel and/or executive commitees for their review to determine compensation of any officers and key employees.”

Form 990, Part VI, Section C, Line 19

“Documents, including governing, conflict of interest policy, forms 990 and 990-t, and financial statements, are available to the public upon request.”

Filing and Contact Details

Filer

EIN
39-1216413
Phone
9204592780

Signing Officer

Name
Lucio Fuentez
Title
Executive Director
Phone
9204592780
Signed
2015-02-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lucio Fuentez
Formed
1975
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
61
Volunteers
1,560

Preparer

Preparer
Ryan Gartman
Phone
9204589151
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization has not changed its oversight process or selection process during the tax year.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expenses included on form 990 part viii, line 8b 15,119. Rental property expenses included on form 990 part viii, line 6b 3,929.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expenses included on form 990 part viii, line 8b 15,119. Rental property expenses included on form 990 part viii, line 6b 3,929.”

Raw XML AppendixShowing 400 of 595 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/BOYAmt0271017
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0333203
IRS990/AccountsReceivableGrp/BOYAmt028027
IRS990/AccountsReceivableGrp/EOYAmt027386
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ADMINISTER VARIOUS PROGRAMS WHICH PROVIDE AID FOR HOUSING AND HOME IMPROVEMENTS FOR LOW AND MODERATE INCOME FAMILIES.
IRS990/AdvertisingGrp/ProgramServicesAmt018991
IRS990/AdvertisingGrp/TotalAmt018991
IRS990/AllOtherContributionsAmt0197075
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0519
IRS990/AllOtherExpensesGrp/ProgramServicesAmt062609
IRS990/AllOtherExpensesGrp/TotalAmt063128
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10LUCIO FUENTEZ
IRS990/BooksInCareOfDetail/PhoneNum09204592780
IRS990/BooksInCareOfDetail/USAddress/AddressLine101407 S 13TH ST
IRS990/BooksInCareOfDetail/USAddress/City0SHEBOYGAN
IRS990/BooksInCareOfDetail/USAddress/State0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0530814410
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0525110
IRS990/CashNonInterestBearingGrp/EOYAmt0393017
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0198338
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0198338
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt012965
IRS990/ConferencesMeetingsGrp/TotalAmt012965
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03590019
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01321
IRS990/CYOtherExpensesAmt01745925
IRS990/CYOtherRevenueAmt055549
IRS990/CYProgramServiceRevenueAmt0834199
IRS990/CYRevenuesLessExpensesAmt0448834
IRS990/CYSalariesCompEmpBnftPaidAmt02286329
IRS990/CYTotalExpensesAmt04032254
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04481088
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt0131461
IRS990/DeferredRevenueGrp/EOYAmt0119063
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt021583
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0127614
IRS990/DepreciationDepletionGrp/TotalAmt0149197
IRS990/Desc0WEATHERIZATION PROGRAM ASSISTS LOW INCOME INDIVIDUALS IN REDUCING THEIR HOME ENERGY COSTS AND CONSERVING ENERGY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt061
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01909566
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FederatedCampaignsAmt023474
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt027225
IRS990/FeesForServicesAccountingGrp/TotalAmt027225
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01407
IRS990/FeesForServicesLegalGrp/TotalAmt01407
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt072204
IRS990/FeesForServicesOtherGrp/TotalAmt072204
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
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/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt157098
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt166070
IRS990/Form990PartVIISectionAGrp/PersonNm0EDWARD SUREK
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD SEIDEMANN
IRS990/Form990PartVIISectionAGrp/PersonNm2WENDI LUCARELLI
IRS990/Form990PartVIISectionAGrp/PersonNm3JOSEPH D BOTANA
IRS990/Form990PartVIISectionAGrp/PersonNm4ANTHONY RESIMIUS
IRS990/Form990PartVIISectionAGrp/PersonNm5LADONNA JO NEILL
IRS990/Form990PartVIISectionAGrp/PersonNm6DONNA WENDLANDT
IRS990/Form990PartVIISectionAGrp/PersonNm7ALEJANDRA BRICENO
IRS990/Form990PartVIISectionAGrp/PersonNm8PETE MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm9TIMOTHY DUFOUR
IRS990/Form990PartVIISectionAGrp/PersonNm10SCOTT GRUENKE
IRS990/Form990PartVIISectionAGrp/PersonNm11RONALDO CORDEIRO
IRS990/Form990PartVIISectionAGrp/PersonNm12REBECAH WICKERT
IRS990/Form990PartVIISectionAGrp/PersonNm13LORETTA GILBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm14JAMES BAUMGART
IRS990/Form990PartVIISectionAGrp/PersonNm15LUCIO FUENTEZ
IRS990/Form990PartVIISectionAGrp/PersonNm16KEN LEIBHAM
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/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15106116
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1676182
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAIN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PERSONNEL COMMITTEE CHAIRM
IRS990/Form990PartVIISectionAGrp/TitleTxt5PROGRAMS MONITORING COMMIT
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBERSHIP/NOMINATIONS COM
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16FINANCIAL DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt015119
IRS990/FundraisingGrossIncomeAmt022894
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt03369470
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04500136
IRS990/GrossRentsGrp/RealAmt07650
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt020004
IRS990/InformationTechnologyGrp/TotalAmt020004
IRS990/InsuranceGrp/ProgramServicesAmt024433
IRS990/InsuranceGrp/TotalAmt024433
IRS990/InterestGrp/ManagementAndGeneralAmt08073
IRS990/InterestGrp/ProgramServicesAmt052586
IRS990/InterestGrp/TotalAmt060659
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0217965
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0388763
IRS990/InvestmentIncomeGrp/ExclusionAmt01321
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01321
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01858251
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02435028
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03424107
IRS990/LandBldgEquipCostOrOtherBssAmt05282358
IRS990/LegalDomicileStateCd0WI
IRS990/LessRentalExpensesGrp/RealAmt03929
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO COMBINE THE RESOURCES OF BOTH PUBLIC AND PRIVATE SECTORS PROVIDING SERVICES TO MEET THE NEEDS OF MINORITIES AND THE DISADVANTAGED IN ORDER TO PROMOTE SELF-SUFFICIENCY, COMMUNITY INTEGRATION, AND ENHANCE THE VITALITY OF THE LOCAL COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01285116
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01938976
IRS990/NetAssetsOrFundBalancesBOYAmt01861881
IRS990/NetAssetsOrFundBalancesEOYAmt02310715
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt07775
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt07775
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt03721
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt03721
IRS990/NetUnrelatedBusTxblIncmAmt0-18518
IRS990/NoncashContributionsAmt0190000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02605
IRS990/OccupancyGrp/ProgramServicesAmt0217932
IRS990/OccupancyGrp/TotalAmt0220537
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0525
IRS990/OfficeExpensesGrp/ProgramServicesAmt038897
IRS990/OfficeExpensesGrp/TotalAmt039422
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01691095
IRS990/OtherAssetsTotalGrp/EOYAmt01868657
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt041695
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0202460
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0244155
IRS990/OtherExpensesGrp/Desc0MATERIALS
IRS990/OtherExpensesGrp/Desc1REPAIR/CLEANING/MAINTEN
IRS990/OtherExpensesGrp/Desc2VEHICLE/LEASE EXPENSE
IRS990/OtherExpensesGrp/Desc3CLOSING COSTS AND DOWN
IRS990/OtherExpensesGrp/ProgramServicesAmt0824135
IRS990/OtherExpensesGrp/ProgramServicesAmt181082
IRS990/OtherExpensesGrp/ProgramServicesAmt257684
IRS990/OtherExpensesGrp/ProgramServicesAmt348000
IRS990/OtherExpensesGrp/TotalAmt0824135
IRS990/OtherExpensesGrp/TotalAmt181082
IRS990/OtherExpensesGrp/TotalAmt257684
IRS990/OtherExpensesGrp/TotalAmt348000
IRS990/OtherLiabilitiesGrp/BOYAmt01711095
IRS990/OtherLiabilitiesGrp/EOYAmt01811826
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/BusinessCd1531390
IRS990/OtherRevenueMiscGrp/BusinessCd2624100
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1OME BUYER'S ASSISTANCE
IRS990/OtherRevenueMiscGrp/Desc2WEATHERIZATION
IRS990/OtherRevenueMiscGrp/ExclusionAmt030642
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06790
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt16621
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt030642
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16790
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt26621
IRS990/OtherRevenueTotalAmt044053
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt079536
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01565076
IRS990/OtherSalariesAndWagesGrp/TotalAmt01644612
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024404
IRS990/PayrollTaxesGrp/ProgramServicesAmt0140308
IRS990/PayrollTaxesGrp/TotalAmt0164712
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05662
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt028850
IRS990/PensionPlanContributionsGrp/TotalAmt034512
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0163876
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0208849
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015373
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018697
IRS990/PrincipalOfficerNm0LUCIO FUENTEZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/BusinessCd3531390
IRS990/ProgramServiceRevenueGrp/BusinessCd4531390
IRS990/ProgramServiceRevenueGrp/Desc0SUNNYSIDE TOWNHOUSES
IRS990/ProgramServiceRevenueGrp/Desc1HISPANIC COMMUNITY
IRS990/ProgramServiceRevenueGrp/Desc2MEADOWVIEW TOWNHOUSES
IRS990/ProgramServiceRevenueGrp/Desc3HOME BUYER'S ASSISTANC
IRS990/ProgramServiceRevenueGrp/Desc4SOCIAL ENTERPRISE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0337927
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1178023
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2121054
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt394754
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0337927
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1178023
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2121054
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt394754
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt488830
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt088830
IRS990/ProgSrvcAccomActy2Grp/Desc0HOME BUYERS PROGRAM ASSISTS LOW AND MODERATE INCOME INDIVIDUALS TO PURCHASE A HOME.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0456243
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0101544
IRS990/ProgSrvcAccomActy3Grp/Desc0AFFORDABLE CARE ACT NAVIGATOR AND CARE FOR KIDS PROGRAMS HELP UNDERSERVED ADULTS AND KIDS ENROLL IN HEALTH INSURANCE PROGRAMS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0377436
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0HISPANIC COMMUNITY - ASSISTS THE LATINO POPULATION TO BECOME PART OF MAINSTREAM SOCIETY.EMERGENCY FURNACE - TO ACCOUNT FOR THE ACTIVITES OF THE ORGANIZATION WHEN ITS EMPLOYEES PERFORM THE SERVICES REQUIRED UNDER THE ENERGY STAR WEATHERIZATION AND EMERGENCY FURNANCE PROGRAMS. PARTNERS SUNNYSIDE TOWNHOUSES - TO PROVIDE THE CITY OF SHEBOYGAN WITH AFFORDABLE HOUSING TO MODERATE INCOME INDIVIDUALS. PARTNERS ENERGY SERVICES - PROVIDES ELIGIBLE HOMEOWNERS WITH AFFORDABLE PROFESSIONALS FOR HOME REPAIRS, WHICH INCLUDE WEATHERIZATION, SIDING, LEAD-BASED PAINT ABATEMENT, AND ROOFING. PARTNERS MEADOWVIEW TOWNHOUSES - TO PROVIDE HOUSING FOR LOW-INCOME INDIVIDUALS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1OWN AND OPERATE THE MEADOWVIEW TOWNHOUSES WHICH IS A 16-UNIT TOWNHOUSE COMPLEX RESERVED FOR FAMILIES WITH INCOMES LESS THAN 80% OF COUNTY MEDIAN INCOME PER RURAL DEVELOPMENT GUIDELINES.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2OWN AND OPERATE THE SUNNYSIDE TOWNHOUSES WHICH IS A 50 UNIT TOWNHOUSE COMPLEX RESERVED FOR MODERATE INCOME INDIVIDUALS IN THE CITY OF SHEBOYGAN.
IRS990/ProgSrvcAccomActyOtherGrp/Desc3THE SOCIAL ENTERPRISE PROGRAM PROVIDES PROFESSIONAL HOME REPAIR SERVICES AT AFFORDABLE PRICES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0878279
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0637048
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02878939
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02985
IRS990/PYOtherExpensesAmt01970462
IRS990/PYOtherRevenueAmt021003
IRS990/PYProgramServiceRevenueAmt01039488
IRS990/PYRevenuesLessExpensesAmt0-90294
IRS990/PYSalariesCompEmpBnftPaidAmt02062247
IRS990/PYTotalExpensesAmt04032709
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03942415
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0448834
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt03721
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt020188
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0184096

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,513,783
Liabilities
$4,203,068
Net assets
$2,310,715
Revenue
$4,481,088
Expenses
$4,032,254
Net income
$448,834
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.88$5.64$4.24$11.0$10.6$0.41
2023Detailed filing. Detailed filing data is available for this year.$8.53$4.73$3.80$8.93$8.82$0.11
2022Detailed filing. Detailed filing data is available for this year.$8.25$4.56$3.69$7.97$7.46$0.51
2021Detailed filing. Detailed filing data is available for this year.$9.03$5.80$3.23$7.71$6.84$0.87
2020Detailed filing. Detailed filing data is available for this year.$9.07$6.72$2.35$6.36$6.94$0.58
2019Detailed filing. Detailed filing data is available for this year.$7.86$4.93$2.92$7.32$7.28$0.04
2018Detailed filing. Detailed filing data is available for this year.$7.47$4.59$2.88$5.69$5.64$0.05
2017Detailed filing. Detailed filing data is available for this year.$7.96$5.13$2.83$5.73$5.75$0.02
2016Detailed filing. Detailed filing data is available for this year.$7.08$4.22$2.85$5.74$5.64$0.09
2015Detailed filing. Detailed filing data is available for this year.$8.15$5.38$2.76$6.45$6.00$0.45
2014Detailed filing. Detailed filing data is available for this year.$6.51$4.20$2.31$4.48$4.03$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.26$3.40$1.86$3.94$4.03$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.13$3.18$1.95$4.10
2011Summary only. Only limited summary data is available for this year.$5.44$3.58$1.86$5.89$5.70$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.99$3.32$1.67$5.20