Civic Intelligence

Marathon County Housing Association Incorporated

990 • Fiscal year 2017 • EIN 39-1225374

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 24, 2018

Organization ProfileN/A
4801 Tradewinds ParkwayMadison, WI 53718

(608) 258-2080

Siviq Scores

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

Liabilities / Assets

66th percentile

0.30x

Higher debt load relative to assets than 66% of similar nonprofits.

2017 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

4.85x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2017

Net Margin

33rd percentile

1.0%

Higher net margin than 33% of similar nonprofits.

2017 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2017 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2017

Asset Growth

32nd percentile

0.4%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-6.5%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$6,075,471

Up $23,026 (+0.4%) from 2016

Net Assets

Up

$4,272,578

Up $3,898 (+0.1%) from 2016

Liabilities

Up

$1,802,893

Up $19,128 (+1.1%) from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin33rd percentile

Revenue

Down

$372,072

Down $25,832 (-6.5%) from 2016

Expenses

Up

$368,174

Up $201,201 (+120%) from 2016

Net Income

Down

$3,898

Down $227,033 (-98%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,730,592Liabilities 2011: $175,051Net Assets 2011: $3,555,5412011Assets 2012: $3,824,412Liabilities 2012: $175,051Net Assets 2012: $3,649,3612012Assets 2013: $3,922,776Liabilities 2013: $176,551Net Assets 2013: $3,746,2252013Assets 2014: $4,021,784Liabilities 2014: $175,051Net Assets 2014: $3,846,7332014Assets 2015: $4,127,393Liabilities 2015: $175,051Net Assets 2015: $3,952,3422015Assets 2016: $6,052,445Liabilities 2016: $1,783,765Net Assets 2016: $4,268,6802016Assets 2017: $6,075,471Liabilities 2017: $1,802,893Net Assets 2017: $4,272,5782017Assets 2018: $6,060,550Liabilities 2018: $1,806,968Net Assets 2018: $4,253,5822018Assets 2019: $7,992,561Liabilities 2019: $3,991,987Net Assets 2019: $4,000,5742019Assets 2020: $7,612,109Liabilities 2020: $3,977,725Net Assets 2020: $3,634,3842020Assets 2021: $7,187,550Liabilities 2021: $3,123,414Net Assets 2021: $4,064,1362021Assets 2022: $6,851,392Liabilities 2022: $3,108,271Net Assets 2022: $3,743,1212022Assets 2023: $5,969,981Liabilities 2023: $2,574,980Net Assets 2023: $3,395,0012023Assets 2024: $5,819,793Liabilities 2024: $2,600,192Net Assets 2024: $3,219,6012024

Highlighted filing

2017

Assets$6,075,471
Liabilities$1,802,893
Net Assets$4,272,578
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $91,811Expenses 2011: $8,847Net Income 2011: $82,9642011Expenses 2012: $1,5302012Revenue 2013: $99,564Expenses 2013: $2,700Net Income 2013: $96,8642013Revenue 2014: $103,253Expenses 2014: $2,745Net Income 2014: $100,5082014Revenue 2015: $108,483Expenses 2015: $2,874Net Income 2015: $105,6092015Revenue 2016: $397,904Expenses 2016: $166,973Net Income 2016: $230,9312016Revenue 2017: $372,072Expenses 2017: $368,174Net Income 2017: $3,8982017Revenue 2018: $377,521Expenses 2018: $396,517Net Income 2018: -$18,9962018Revenue 2019: $387,886Expenses 2019: $390,640Net Income 2019: -$2,7542019Revenue 2020: $1,238,744Expenses 2020: $1,604,934Net Income 2020: -$366,1902020Revenue 2021: $1,200,737Expenses 2021: $1,610,194Net Income 2021: -$409,4572021Revenue 2022: $1,493,287Expenses 2022: $1,814,302Net Income 2022: -$321,0152022Revenue 2023: $1,627,644Expenses 2023: $1,975,764Net Income 2023: -$348,1202023Revenue 2024: $1,841,638Expenses 2024: $2,017,038Net Income 2024: -$175,4002024

Highlighted filing

2017

Revenue$372,072
Expenses$368,174
Net Income$3,898
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 24, 2018
Return Version
2017v2.3
Gross Receipts
$372,072
Mission and Program Overview

Mission

To provide safe, healthy, and affordable housing for those who are 62 years and older or disabled in Marathon County, WI and surrounding areas including the operation of 12 apartment complexes.

To provide safe, healthy, and affordable housing for those who are 62 years and older or disabled in marathon county, wi and surrounding areas including the operation of 14 apartment complexes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,951,693$3,955,591▲ $3,898
Other Notes and Loans Receivable, Net$1,916,648$1,916,648→ $0
Land, Buildings, and Equipment, Net$1,667,291$1,557,789▼ $109,502
Savings and Temporary Cash Investments$847,263$915,306▲ $68,043
Cap Stk Tr Prin Current Funds$316,987$316,987→ $0
Investments Program Related$21,731$21,699▼ $32
Accounts Receivable$12,674$19,723▲ $7,049
Prepaid Expenses and Deferred Charges$3,883$4,037▲ $154
Intangible Assets$3,641$2,427▼ $1,214
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$6,052,445$6,075,471▲ $23,026
Other Assets Total$1,579,314$1,637,842▲ $58,528
Liabilities
Mortgage Notes Payable Secured by Investment Property$975,575$953,415▼ $22,160
Other Liabilities$496,409$497,141▲ $732
Accounts Payable and Accrued Expenses$310,761$350,213▲ $39,452
Deferred Revenue$1,020$2,124▲ $1,104
Total Liabilities$1,783,765$1,802,893▲ $19,128
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,268,680$4,272,578▲ $3,898
Total Liabilities and Net Assets / Fund Balance$6,052,445$6,075,471▲ $23,026

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,483,871$1,361,313$2,845,184
Other Land Buildings$13,906$88,394$102,300
Land$60,012-$60,012
Equipment$0$39,860$39,860
Other Assets Org$10,110--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jill SchulzPresident
Richard WirkusVice President & Treasurer
Diane MaurerDirector
Jean BalzDirector
Kay FrankDirector
Kris GuentherDirector
Sue WillhiteDirector
Stephen LeitermanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$369,337
Investment Income
$2,735
Other Revenue
$0
Change in Net Assets
$3,898
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$368,174
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$110,716--$110,716
Interest$75,568--$75,568
Occupancy$37,279--$37,279
Fees for Services Management$22,087--$22,087
Fees for Services Accounting$12,881$4,000-$16,881
Insurance$15,926--$15,926
Office Expenses$5,627--$5,627
Advertising$5,297--$5,297
Fees for Services Legal$528--$528
Other Expenses$32--$32
Total Functional Expenses$364,174$4,000$0$368,174
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
N/p - Marathon Urban Housing$311,599
Due to Marathon Urban Housing$97,251
Due to Marathon Community Dev.$77,800
TENANTS' SECURITY DEPOSITS PAYABLE$10,491
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Part VI, Section A, Line 3

“Delegation of management duties to a management company: wisconsin management company (wmc) provides real estate property management services for marathon county housing redevelopment - hud, llc, a disregarded entity whose activities are consolidated and reported with those of the filing organization.”

Form 990, Part VI, Section A, Line 8B

“Documentation of the meetings held by each committee: there is no committee who has authority to act on behalf of the governing body.”

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

“Process used by the organization to review the form 990: the form 990 is reviewed by the president prior to filing with the internal revenue service.”

Form 990, Part VI, Section C, Line 19

“The process used to make governing documents available to the public: documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Marathon Housing Association Inc
EIN
39-1225374
Phone
6082582080
Address
4801 TRADEWINDS PARKWAY, MADISON, WI 53718

Signing Officer

Name
Jill Schulz
Title
President
Phone
6082582080
Signed
2018-08-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jill Schulz
Formed
1974
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Sva Certified Public Accts Sc
Address
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717
Preparer
Douglas Berry
Phone
6088318181
Raw XML AppendixShowing 400 of 453 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/BOYAmt0310761
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0350213
IRS990/AccountsReceivableGrp/BOYAmt012674
IRS990/AccountsReceivableGrp/EOYAmt019723
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SAFE, HEALTHY, AND AFFORDABLE HOUSING FOR THOSE WHO ARE 62 YEARS AND OLDER OR DISABLED IN MARATHON COUNTY, WI AND SURROUNDING AREAS INCLUDING THE OPERATION OF 14 APARTMENT COMPLEXES.
IRS990/AdvertisingGrp/ProgramServicesAmt05297
IRS990/AdvertisingGrp/TotalAmt05297
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JILL SCHULZ
IRS990/BooksInCareOfDetail/PhoneNum06082582080
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04801 TRADEWINDS PARKWAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053718
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0316987
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0316987
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02735
IRS990/CYOtherExpensesAmt0368174
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0369337
IRS990/CYRevenuesLessExpensesAmt03898
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0368174
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0372072
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt01020
IRS990/DeferredRevenueGrp/EOYAmt02124
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0110716
IRS990/DepreciationDepletionGrp/TotalAmt0110716
IRS990/Desc0TO MANAGE MARATHON COUNTY HOUSING REDEVELOPMENT - RD, LLC IN WHICHMARATHON HOUSING ASSOCIATION, INC. IS THE MANAGING MEMBER.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt032
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04000
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt012881
IRS990/FeesForServicesAccountingGrp/TotalAmt016881
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0528
IRS990/FeesForServicesLegalGrp/TotalAmt0528
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt022087
IRS990/FeesForServicesManagementGrp/TotalAmt022087
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
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/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/PersonNm0KRIS GUENTHER
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHEN LEITERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2JILL SCHULZ
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD WIRKUS
IRS990/Form990PartVIISectionAGrp/PersonNm4JEAN BALZ
IRS990/Form990PartVIISectionAGrp/PersonNm5DIANE MAURER
IRS990/Form990PartVIISectionAGrp/PersonNm6SUE WILLHITE
IRS990/Form990PartVIISectionAGrp/PersonNm7KAY FRANK
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0372072
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt015926
IRS990/InsuranceGrp/TotalAmt015926
IRS990/IntangibleAssetsGrp/BOYAmt03641
IRS990/IntangibleAssetsGrp/EOYAmt02427
IRS990/InterestGrp/ProgramServicesAmt075568
IRS990/InterestGrp/TotalAmt075568
IRS990/InvestmentIncomeGrp/ExclusionAmt02735
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02735
IRS990/InvestmentInJointVentureInd01
IRS990/InvestmentsProgramRelatedGrp/BOYAmt021731
IRS990/InvestmentsProgramRelatedGrp/EOYAmt021699
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01489567
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01667291
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01557789
IRS990/LandBldgEquipCostOrOtherBssAmt03047356
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SAFE, HEALTHY, AND AFFORDABLE HOUSING FOR THOSE WHO ARE 62 YEARS AND OLDER OR DISABLED IN MARATHON COUNTY, WI AND SURROUNDING AREAS INCLUDING THE OPERATION OF 14 APARTMENT COMPLEXES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0975575
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0953415
IRS990/NetAssetsOrFundBalancesBOYAmt04268680
IRS990/NetAssetsOrFundBalancesEOYAmt04272578
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt037279
IRS990/OccupancyGrp/TotalAmt037279
IRS990/OfficeExpensesGrp/ProgramServicesAmt05627
IRS990/OfficeExpensesGrp/TotalAmt05627
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01579314
IRS990/OtherAssetsTotalGrp/EOYAmt01637842
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PAYROLL REIMBURSEMENT
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/Desc3INT IN N/L - MAR RD
IRS990/OtherExpensesGrp/ProgramServicesAmt044218
IRS990/OtherExpensesGrp/ProgramServicesAmt133745
IRS990/OtherExpensesGrp/ProgramServicesAmt2270
IRS990/OtherExpensesGrp/ProgramServicesAmt332
IRS990/OtherExpensesGrp/TotalAmt044218
IRS990/OtherExpensesGrp/TotalAmt133745
IRS990/OtherExpensesGrp/TotalAmt2270
IRS990/OtherExpensesGrp/TotalAmt332
IRS990/OtherLiabilitiesGrp/BOYAmt0496409
IRS990/OtherLiabilitiesGrp/EOYAmt0497141
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01916648
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01916648
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03883
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04037
IRS990/PrincipalOfficerNm0JILL SCHULZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/Desc0MAR CTY HOUSING - HUD
IRS990/ProgramServiceRevenueGrp/Desc1N/R INT - MAR CTY RD
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0251775
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1117562
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0251775
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1117562
IRS990/ProgSrvcAccomActy2Grp/Desc0TO MANAGE MARATHON COUNTY HOUSING REDEVELOPMENT - HUD, LLC IN WHICHMARATHON HOUSING ASSOCIATION, INC. IS THE SOLE MEMBER.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0364142
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0251775
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0183122
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01227
IRS990/PYOtherExpensesAmt0166973
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0213555
IRS990/PYRevenuesLessExpensesAmt0230931
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0166973
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0397904
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03898
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0117562
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03951693
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03955591
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0847263
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0915306
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01483871
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01361313
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02845184
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039860
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt039860
IRS990ScheduleD/LandGrp/BookValueAmt060012
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt060012
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0184740
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11219137
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2223855
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt310110
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MORTGAGE ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED INTEREST RECEIVABLE - MAR CTY RD
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DEV FEE REC - MAR CTY RD
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3TENANTS' SECURITY DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013906
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt088394
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0102300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010491
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt177800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt297251
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3311599
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANTS' SECURITY DEPOSITS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO MARATHON COMMUNITY DEV.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO MARATHON URBAN HOUSING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3N/P - MARATHON URBAN HOUSING
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01557789
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01637842
IRS990ScheduleD/TotalLiabilityAmt0497141
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DELEGATION OF MANAGEMENT DUTIES TO A MANAGEMENT COMPANY: WISCONSIN MANAGEMENT COMPANY (WMC) PROVIDES REAL ESTATE PROPERTY MANAGEMENT SERVICES FOR MARATHON COUNTY HOUSING REDEVELOPMENT - HUD, LLC, A DISREGARDED ENTITY WHOSE ACTIVITIES ARE CONSOLIDATED AND REPORTED WITH THOSE OF THE FILING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTATION OF THE MEETINGS HELD BY EACH COMMITTEE: THERE IS NO COMMITTEE WHO HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROCESS USED BY THE ORGANIZATION TO REVIEW THE FORM 990: THE FORM 990 IS REVIEWED BY THE PRESIDENT PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS USED TO MAKE GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0FILING ORG
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0MARATHON COUNTY HOUSING REDEVELOPMENT - HUD LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0200343779
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt01826288
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0OWN/MANAGE AFFORDABLE RESIDENTIAL RENTAL REAL ESTATE
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0254510
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0312 EDGAR AVENUE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0ROTHSCHILD
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd054474
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0FILING ORG
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0200105112
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd01
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct00.00010
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0RELATED
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0OWN/MANAGE AFFORDABLE RESIDENTIAL RENTAL RE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0MARATHON COUNTY HOUSING - RD LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt0610
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt0-32
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0312 EDGAR AVE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0ROTHSCHILD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd054474
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0FILING ORG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1FILING ORG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MARATHON URBAN HOUSING AGENCY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MARATHON COMMUNITY DEVELOPMENT INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0391445965
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1391445966
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOW-INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LOW-INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0312 EDGAR AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1312 EDGAR AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ROTHSCHILD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ROTHSCHILD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd054474
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd154474
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06052445
IRS990/TotalAssetsEOYAmt06075471
IRS990/TotalAssetsGrp/BOYAmt06052445
IRS990/TotalAssetsGrp/EOYAmt06075471
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04000
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0364174
IRS990/TotalFunctionalExpensesGrp/TotalAmt0368174
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01783765
IRS990/TotalLiabilitiesEOYAmt01802893
IRS990/TotalLiabilitiesGrp/BOYAmt01783765
IRS990/TotalLiabilitiesGrp/EOYAmt01802893
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04268680
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04272578
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0364174
IRS990/TotalProgramServiceRevenueAmt0369337
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02735
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0369337

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,075,471
Liabilities
$1,802,893
Net assets
$4,272,578
Revenue
$372,072
Expenses
$368,174
Net income
$3,898
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.82$2.60$3.22$1.84$2.02$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.97$2.57$3.40$1.63$1.98$0.35
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.85$3.11$3.74$1.49$1.81$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.19$3.12$4.06$1.20$1.61$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.61$3.98$3.63$1.24$1.60$0.37
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.99$3.99$4.00$0.39$0.39$0.00
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.06$1.81$4.25$0.38$0.40$0.02
2017Detailed filing. Detailed filing data is available for this year.$6.08$1.80$4.27$0.37$0.37$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.05$1.78$4.27$0.40$0.17$0.23
2015Detailed filing. Detailed filing data is available for this year.$4.13$0.18$3.95$0.11$0.00$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$0.18$3.85$0.10$0.00$0.10
2013Detailed filing. Detailed filing data is available for this year.$3.92$0.18$3.75$0.10$0.00$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.82$0.18$3.65$0.00
2011Summary only. Only limited summary data is available for this year.$3.73$0.18$3.56$0.09$0.01$0.08