Civic Intelligence

Readstown Housing for the Elderly In

990EZ • Fiscal year 2019 • EIN 39-1322738

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 27, 2020

Organization Profile
520 N 4th StreetReadstown, WI 54652

(608) 629-5099

Siviq Scores

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

Liabilities / Assets

94th percentile

0.90x

Higher debt load relative to assets than 94% of similar nonprofits.

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

Liabilities / Revenue

95th percentile

0.98x

Higher debt load relative to revenue than 95% of similar nonprofits.

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

Net Margin

49th percentile

3.1%

Higher net margin than 49% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

34th percentile

-5.5%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

52nd percentile

2.4%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$137,400

Down $7,962 (-5.5%) from 2018

Net Assets

Up

$13,295

Up $3,886 (+41%) from 2018

Liabilities

Down

$124,105

Down $11,848 (-8.7%) from 2018

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin49th percentile

Revenue

Up

$126,276

Up $2,989 (+2.4%) from 2018

Expenses

Up

$122,404

Up $3,970 (+3.4%) from 2018

Net Income

Down

$3,872

Down $981 (-20%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$300K$200K$100K$0-$100KAssets 2011: $150,753Liabilities 2011: $217,7452011Assets 2012: $156,829Liabilities 2012: $206,3512012Assets 2013: $144,656Liabilities 2013: $194,7682013Assets 2014: $137,863Liabilities 2014: $181,678Net Assets 2014: -$43,8152014Assets 2015: $129,241Liabilities 2015: $171,300Net Assets 2015: -$42,0592015Assets 2016: $147,704Liabilities 2016: $136,4002016Assets 2017: $151,903Liabilities 2017: $151,296Net Assets 2017: $6072017Assets 2018: $145,362Liabilities 2018: $135,953Net Assets 2018: $9,4092018Assets 2019: $137,400Liabilities 2019: $124,105Net Assets 2019: $13,2952019Assets 2020: $131,316Liabilities 2020: $112,523Net Assets 2020: $18,7932020Assets 2021: $134,079Liabilities 2021: $99,799Net Assets 2021: $34,2802021Assets 2022: $196,309Liabilities 2022: $87,182Net Assets 2022: $109,1272022Assets 2023: $189,212Liabilities 2023: $75,0352023

Highlighted filing

2019

Assets$137,400
Liabilities$124,105
Net Assets$13,295
Open 2019 Filing

Operations Trend

Revenue Growth52nd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $101,124Expenses 2011: $90,712Net Income 2011: $10,4122011Revenue 2012: $96,994Expenses 2012: $79,524Net Income 2012: $17,4702012Revenue 2013: $119,019Expenses 2013: $119,609Net Income 2013: -$5902013Revenue 2014: $113,858Expenses 2014: $107,561Net Income 2014: $6,2972014Revenue 2015: $117,899Expenses 2015: $116,143Net Income 2015: $1,7562015Revenue 2016: $127,601Expenses 2016: $74,238Net Income 2016: $53,3632016Revenue 2017: $123,819Expenses 2017: $134,516Net Income 2017: -$10,6972017Revenue 2018: $123,287Expenses 2018: $118,434Net Income 2018: $4,8532018Revenue 2019: $126,276Expenses 2019: $122,404Net Income 2019: $3,8722019Revenue 2020: $121,953Expenses 2020: $116,455Net Income 2020: $5,4982020Revenue 2021: $129,211Expenses 2021: $113,724Net Income 2021: $15,4872021Revenue 2022: $173,123Expenses 2022: $98,276Net Income 2022: $74,8472022Revenue 2023: $121,966Expenses 2023: $116,916Net Income 2023: $5,0502023

Highlighted filing

2019

Revenue$126,276
Expenses$122,404
Net Income$3,872
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 27, 2020
Return Version
2019v5.0
Gross Receipts
$126,276
Mission and Program Overview

Mission

Provide housing for the elderly

Provide housing for elderly

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION IS ABLE TO PROVIDE HOUSING FOR ELDERLY PEOPLE WHO COULD NOT AFFORD IT ON THEIR OWN-$122,404
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID DREGNEPresident-$0--
WAVA EDGARVice Pres-$0--
JOHN SIMESec-Treasu-$0--
KAREN McCOYDirector-$0--
MARILYN RIVES STANEKDirector-$0--
CLAUDIA DULLDirector-$0--
APRIL PAULDirector-$0--
Filing and Contact Details

Filer

Filer Name
Readstown Housing for the Elderly
EIN
39-1322738
Phone
6086295099
Address
520 N 4th Street, READSTOWN, WI 54652

Signing Officer

Name
David Dregne
Title
President
Signed
2020-03-27
Discuss with paid preparer
Yes

Preparer

Firm
Engelson and Associates Ltd
Address
3317 MORMON COULEE RD, LA CROSSE, WI 54601
Preparer
William Sherry
Phone
6087882181
Supplemental Narrative

Additional Explanations

Form 990-ez Part II Line 24

“Other assets: prepayments 3,044”

Form 990-ez Part I Line 8

“Cash non project 892 laundry and vending 2,400”

Form 990-ez Part I Line 16

“SEE SCHEDULE”

Form 990-ez Part II Line 26B

“Total liabilities: tenant security deposits 6,127; accounts payable 2,793; notes payable 115,185; total 124,105”

Form 990-ez Part I Line 20

“Prior period adjustment 14”

Raw XML Appendix169 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JULIE ROBERTS - MANAGER
IRS990EZ/BooksInCareOfDetail/PhoneNum06086295099
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0520 4TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0READSTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054652
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074960
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063978
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03872
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0145362
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0137400
IRS990EZ/GrossReceiptsAmt0126276
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0405
IRS990EZ/LandAndBuildingsGrp/BOYAmt069358
IRS990EZ/LandAndBuildingsGrp/EOYAmt070378
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09409
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013295
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09409
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013295
IRS990EZ/OccupancyRentUtltsAndMaintAmt052543
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID DREGNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WAVA EDGAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN SIME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN McCOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARILYN RIVES STANEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CLAUDIA DULL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6APRIL PAUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SEC-TREASU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01044
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03044
IRS990EZ/OtherChangesInNetAssetsAmt014
IRS990EZ/OtherExpensesTotalAmt045331
IRS990EZ/OtherRevenueTotalAmt03292
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HOUSING FOR ELDERLY
IRS990EZ/ProgramServiceRevenueAmt0122579
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION IS ABLE TO PROVIDE HOUSING FOR ELDERLY PEOPLE WHO COULD NOT AFFORD IT ON THEIR OWN
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0122404
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt022530
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0135953
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0124105
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0122404
IRS990EZ/TotalProgramServiceExpensesAmt0122404
IRS990EZ/TotalRevenueAmt0126276
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0405
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0247
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0429
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0369
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0282
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01732
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0125871
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0123040
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0123390
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0127232
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0117617
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0617150
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0405
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0247
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0429
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0369
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0282
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01732
IRS990ScheduleA/InvestmentIncomeCYPct00.00280
IRS990ScheduleA/InvestmentIncomePYPct00.00260
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99720
IRS990ScheduleA/PublicSupportPY509Pct00.99740
IRS990ScheduleA/PublicSupportTotal509Amt0617150
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0125871
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0123040
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0123390
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0127232
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0117617
IRS990ScheduleA/Total509Grp/TotalAmt0617150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0126276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0123287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0123819
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0127601
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0117899
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0618882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER ASSETS: PREPAYMENTS 3,044
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH NON PROJECT 892 LAUNDRY AND VENDING 2,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SEE SCHEDULE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TOTAL LIABILITIES: TENANT SECURITY DEPOSITS 6,127; ACCOUNTS PAYABLE 2,793; NOTES PAYABLE 115,185; TOTAL 124,105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR PERIOD ADJUSTMENT 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ PART II LINE 26B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ PART I LINE 20
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID DREGNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Readstown Housing for the Elderly
ReturnHeader/Filer/BusinessNameControlTxt0READ
ReturnHeader/Filer/EIN0391322738
ReturnHeader/Filer/PhoneNum06086295099
ReturnHeader/Filer/USAddress/AddressLine1Txt0520 N 4th Street
ReturnHeader/Filer/USAddress/CityNm0READSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054652
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08F312B297AFE3064A099F5C076AA9E0FB62D7C30
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0243A0143C0733FE64ED8A2BDD486F34E2408801A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.191.110.114
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391625814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ENGELSON AND ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03317 MORMON COULEE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA CROSSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054601
ReturnHeader/PreparerPersonGrp/PhoneNum06087882181
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM SHERRY
ReturnHeader/ReturnTs02020-04-07T11:16:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$137,400
Liabilities
$124,105
Net assets
$13,295
Revenue
$126,276
Expenses
$122,404
Net income
$3,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.75$1.22$1.17$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.87$1.09$1.73$0.98$0.75
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$1.00$0.34$1.29$1.14$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$1.13$0.19$1.22$1.16$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.37$1.24$0.13$1.26$1.22$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$1.36$0.09$1.23$1.18$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.52$1.51$0.01$1.24$1.35$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$1.36$1.28$0.74$0.53
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$1.71$0.42$1.18$1.16$0.02
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.38$1.82$0.44$1.14$1.08$0.06
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$1.95$1.19$1.20$0.01
2012Summary only. Only limited summary data is available for this year.$1.57$2.06$0.97$0.80$0.17
2011Summary only. Only limited summary data is available for this year.$1.51$2.18$1.01$0.91$0.10