Civic Intelligence

Colonial View Ltd.

990 • Fiscal year 2015 • EIN 39-1334520

Oct 01, 2014 to Sep 30, 2015 • Filed on May 13, 2016

Organization ProfileN/A
601 Thomas DrSun Prairie, WI 53590-2349

(608) 837-3174

Siviq Scores

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

Liabilities / Assets

96th percentile

1.51x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

92nd percentile

3.01x

Higher debt load relative to revenue than 92% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

73rd percentile

14%

Higher net margin than 73% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

39th percentile

-1.6%

Faster asset growth than 39% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

47th percentile

2.1%

Faster revenue growth than 47% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$1,644,288

Down $26,326 (-1.6%) from 2014

Net Assets

Up

-$837,067

Up $18,668 (+2.2%) from 2014

Liabilities

Down

$2,481,355

Down $44,994 (-1.8%) from 2014

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin73rd percentile

Revenue

Up

$823,183

Up $17,078 (+2.1%) from 2014

Expenses

Down

$710,991

Down $50,659 (-6.7%) from 2014

Net Income

Up

$112,192

Up $67,737 (+152%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$4.0M$2.0M$0-$2.0MAssets 2011: $1,361,348Liabilities 2011: $2,473,852Net Assets 2011: -$1,112,5042011Assets 2012: $1,399,000Liabilities 2012: $2,426,900Net Assets 2012: -$1,027,9002012Assets 2013: $1,461,384Liabilities 2013: $2,374,756Net Assets 2013: -$913,3722013Assets 2014: $1,670,614Liabilities 2014: $2,526,349Net Assets 2014: -$855,7352014Assets 2015: $1,644,288Liabilities 2015: $2,481,355Net Assets 2015: -$837,0672015Assets 2016: $1,778,676Liabilities 2016: $2,401,936Net Assets 2016: -$623,2602016Assets 2017: $1,821,908Liabilities 2017: $2,236,212Net Assets 2017: -$414,3042017Assets 2018: $1,989,999Liabilities 2018: $2,141,902Net Assets 2018: -$151,9032018Assets 2019: $2,125,078Liabilities 2019: $1,992,758Net Assets 2019: $132,3202019Assets 2020: $2,363,256Liabilities 2020: $1,878,005Net Assets 2020: $485,2512020Assets 2021: $2,731,823Liabilities 2021: $1,771,518Net Assets 2021: $960,3052021Assets 2022: $2,737,922Liabilities 2022: $1,654,600Net Assets 2022: $1,083,3222022Assets 2023: $2,901,751Liabilities 2023: $1,545,680Net Assets 2023: $1,356,0712023Assets 2024: $2,712,268Liabilities 2024: $1,001,461Net Assets 2024: $1,710,8072024

Highlighted filing

2015

Assets$1,644,288
Liabilities$2,481,355
Net Assets-$837,067
Open 2015 Filing

Operations Trend

Revenue Growth47th percentile

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

$1.5M$1.0M$500K$0Expenses 2011: $714,7792011Expenses 2012: $695,9102012Revenue 2013: $786,267Expenses 2013: $671,739Net Income 2013: $114,5282013Revenue 2014: $806,105Expenses 2014: $761,650Net Income 2014: $44,4552014Revenue 2015: $823,183Expenses 2015: $710,991Net Income 2015: $112,1922015Revenue 2016: $840,215Expenses 2016: $688,474Net Income 2016: $151,7412016Revenue 2017: $847,898Expenses 2017: $709,146Net Income 2017: $138,7522017Revenue 2018: $865,027Expenses 2018: $697,022Net Income 2018: $168,0052018Revenue 2019: $891,925Expenses 2019: $634,352Net Income 2019: $257,5732019Revenue 2020: $947,384Expenses 2020: $680,523Net Income 2020: $266,8612020Revenue 2021: $961,414Expenses 2021: $698,144Net Income 2021: $263,2702021Revenue 2022: $970,114Expenses 2022: $688,564Net Income 2022: $281,5502022Revenue 2023: $979,587Expenses 2023: $863,771Net Income 2023: $115,8162023Revenue 2024: $1,035,363Expenses 2024: $889,494Net Income 2024: $145,8692024

Highlighted filing

2015

Revenue$823,183
Expenses$710,991
Net Income$112,192
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$833,404
Mission and Program Overview

Mission

To provide elderly persons and handicapped persons with housing facilities and services specially designed to meet their physical, social and psychological needs, and to promote their health, security, happiness and usefulness in longer living.

Colonial view, ltd. Provides housing for low- and moderate-income elderly and disabled persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$804,931$836,563▲ $31,632
Investments in Publicly Traded Securities$564,903$543,753▼ $21,150
Savings and Temporary Cash Investments$200,358$200,349▼ $9
Cash and Non-Interest-Bearing Accounts$90,468$53,440▼ $37,028
Prepaid Expenses and Deferred Charges$5,722$7,543▲ $1,821
Accounts Receivable$3,629$2,024▼ $1,605
Inventories for Sale or Use$603$616▲ $13
Total Assets$1,670,614$1,644,288▼ $26,326
Liabilities
Tax Exempt Bond Liabilities$2,427,271$2,336,892▼ $90,379
Accounts Payable and Accrued Expenses$99,078$99,345▲ $267
Mortgage Notes Payable Secured by Investment Property-$45,118-
Total Liabilities$2,526,349$2,481,355▼ $44,994
Net Assets / Fund Balance
Unrestricted Net Assets$-855,735$-837,067▲ $18,668
Total Net Assets Fund Balance$-855,735$-837,067▲ $18,668
Total Liabilities and Net Assets / Fund Balance$1,670,614$1,644,288▼ $26,326

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$376,941$3,076,337$3,453,278
Other Land Buildings$375,203$599,274$974,477
Equipment$6,836$155,908$162,744
Land$77,583-$77,583
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kara DombroskiAdministratorFT$55,752$10,456$66,208

Board Members and Trustees

NameTitle
Ted ChasePresident
Michele MaasVice-president
Greg MotlDirector
Julie BogleDirector
Russel FassbenderDirector
Kyran ClarkSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$488,103
Program Service Revenue
$324,129
Investment Income
$11,361
Other Revenue
$-410
Change in Net Assets
$112,192

Audited Revenue Reconciliation

Revenue per Audited Statements
$820,287
Revenue Not Reported on Financial Statements
$2,896
Revenue Not Reported on Form 990
$-29,106
Total Revenue per Audited Statements
$791,181
Total Revenue per Form 990
$823,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$436,363
Salaries, Compensation, and Employee Benefits$274,628
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$283,717$4,474-$288,191
Other Salaries and Wages$54,491$105,818-$160,309
Current Officers, Directors, Trustees, and Key Employees$24,803$48,166-$72,969
Depreciation Depletion$63,437$447-$63,884
Fees for Services Management-$38,016-$38,016
Other Employee Benefits$5,022$17,836-$22,858
Payroll Taxes$4,447$14,045-$18,492
Office Expenses$6,327$10,966-$17,293
All Other Expenses$1,250$10,967-$12,217
Fees for Services Accounting-$6,443-$6,443
Advertising-$3,871-$3,871
Conferences and Meetings-$3,139-$3,139
Fees for Service Investment Mgmnt Fees-$2,896-$2,896
Insurance$410$3-$413
Total Functional Expenses$443,904$267,087$0$710,991

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$710,991
Expenses per Audited Statements$708,095
Total Expenses per Audited Statements$708,095
Expenses Not Reported on Financial Statements$2,896
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWisconsin Health and Educational Facilities Authority1920-10-31$2,500,000Refinance mortgage on senior living facility

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$2,500,000-$90,379$41,710

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
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 A, Line 8B

“The organization does not have any committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The prepared form 990 is reviewed by the organization's administrator before the return is filed with the irs.”

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

“The organization's conflict of interest policy covers all directors and officers. The president makes determinations of whether a conflict exists and actual conflicts are reviewed by the directors. Any person with a conflict is prohibited from participating in the governing body's deliberations and decisions in the transaction.”

Form 990, Part VI, Section B, Line 15A

“The directors annually conduct a performance review of the administrator and determine the administrator's compensation using data on compensation paid by comparable organizations for similar services. The directors review and approve the compensation arrangement and decisions regarding compensation arrangements are documented in the minutes of the meetings of the governing body.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Colonial View Ltd
EIN
39-1334520
Phone
6088373174
Address
601 THOMAS DR, SUN PRAIRIE, WI 53590-2349

Signing Officer

Name
Kara Dombroski
Title
Administrator
Phone
6088373174
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kara Dombroski
Formed
1980
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
12
Volunteers
40

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Glenn Miller CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Loss on disposal of property and equipment -64,418.”

Raw XML AppendixShowing 400 of 488 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.

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IRS990/ProgramServiceRevenueGrp/Desc1LAUNDRY AND VENDING RE
IRS990/ProgramServiceRevenueGrp/Desc2TELEVISION RENTAL REVE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0314070
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16929
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23130
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0314070
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16929
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23130
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0474302
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04714
IRS990/PYOtherExpensesAmt0482784
IRS990/PYOtherRevenueAmt01004
IRS990/PYProgramServiceRevenueAmt0326085
IRS990/PYRevenuesLessExpensesAmt044455
IRS990/PYSalariesCompEmpBnftPaidAmt0278866
IRS990/PYTotalExpensesAmt0761650
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0806105
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0112192
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0324129
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0200358
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0200349
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0488103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0474302
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0469354
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0448805
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0415731
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02296295
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011361
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04714
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01425
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03727
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06039
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt027266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0324129
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0326085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0315681
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0327451
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0356645
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01649991
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt09811
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt010969
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt012594
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt013138
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt012893
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt059405
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011361
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04714
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01425
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03727
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06039
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt027266
IRS990ScheduleA/InvestmentIncomeCYPct00.00680
IRS990ScheduleA/InvestmentIncomePYPct00.00650
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99320
IRS990ScheduleA/PublicSupportPY509Pct00.99350
IRS990ScheduleA/PublicSupportTotal509Amt04005691
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0822043
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0811356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0797629
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0789394
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0785269
IRS990ScheduleA/Total509Grp/TotalAmt04005691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0833404
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0816070
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0799054
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0793121
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0791308
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04032957
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0376941
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03076337
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03453278
IRS990ScheduleD/EquipmentGrp/BookValueAmt06836
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0155908
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0162744
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02896
IRS990ScheduleD/ExpensesSubtotalAmt0708095
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt02896
IRS990ScheduleD/InvestmentExpensesNotIncldAmt02896
IRS990ScheduleD/LandGrp/BookValueAmt077583
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt077583
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-29106
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0375203
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0599274
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0974477
IRS990ScheduleD/RevenueNotReportedAmt0-29106
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02896
IRS990ScheduleD/RevenueSubtotalAmt0820287
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0836563
IRS990ScheduleD/TotalExpensesPerForm990Amt0710991
IRS990ScheduleD/TotalRevenuePerForm990Amt0823183
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0791181
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0708095
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt01920-10-31
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0391337855
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt02500000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0REFINANCE MORTGAGE ON SENIOR LIVING FACILITY
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/EngageBondCounselContractsInd01
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd01
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusConcerningUBIPct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusUseByOthersPct00.00400
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/TotalPrivateBusinessUsePct00.00400
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdvanceRefundingInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt0135441
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CurrentRefundingInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt041710
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt090379
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02013
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt02500000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S ADMINISTRATOR BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL DIRECTORS AND OFFICERS. THE PRESIDENT MAKES DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND ACTUAL CONFLICTS ARE REVIEWED BY THE DIRECTORS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DIRECTORS ANNUALLY CONDUCT A PERFORMANCE REVIEW OF THE ADMINISTRATOR AND DETERMINE THE ADMINISTRATOR'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS FOR SIMILAR SERVICES. THE DIRECTORS REVIEW AND APPROVE THE COMPENSATION ARRANGEMENT AND DECISIONS REGARDING COMPENSATION ARRANGEMENTS ARE DOCUMENTED IN THE MINUTES OF THE MEETINGS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,644,288
Liabilities
$2,481,355
Net assets
-$837,067
Revenue
$823,183
Expenses
$710,991
Net income
$112,192
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$1.00$1.71$1.04$0.89$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$1.55$1.36$0.98$0.86$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$1.65$1.08$0.97$0.69$0.28
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$1.77$0.96$0.96$0.70$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$1.88$0.49$0.95$0.68$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$1.99$0.13$0.89$0.63$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$2.14$0.15$0.87$0.70$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$2.24$0.41$0.85$0.71$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$2.40$0.62$0.84$0.69$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.64$2.48$0.84$0.82$0.71$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.67$2.53$0.86$0.81$0.76$0.04
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$2.37$0.91$0.79$0.67$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$2.43$1.03$0.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$2.47$1.11$0.71