Civic Intelligence

Colonial View Ltd.

990 • Fiscal year 2017 • EIN 39-1334520

Oct 01, 2016 to Sep 30, 2017 • Filed on Jan 08, 2018

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

94th percentile

1.23x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

2.64x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

75th percentile

16%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

48th percentile

2.4%

Faster asset growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

0.9%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$1,821,908

Up $43,232 (+2.4%) from 2016

Net Assets

Up

-$414,304

Up $208,956 (+34%) from 2016

Liabilities

Down

$2,236,212

Down $165,724 (-6.9%) from 2016

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin75th percentile

Revenue

Up

$847,898

Up $7,683 (+0.9%) from 2016

Expenses

Up

$709,146

Up $20,672 (+3.0%) from 2016

Net Income

Down

$138,752

Down $12,989 (-8.6%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2017

Assets$1,821,908
Liabilities$2,236,212
Net Assets-$414,304
Open 2017 Filing

Operations Trend

Revenue Growth40th 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

2017

Revenue$847,898
Expenses$709,146
Net Income$138,752
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jan 8, 2018
Return Version
2016v3.0
Gross Receipts
$858,920
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
Investments in Publicly Traded Securities$613,405$761,216▲ $147,811
Land, Buildings, and Equipment, Net$786,846$759,932▼ $26,914
Savings and Temporary Cash Investments$188,482$143,603▼ $44,879
Cash and Non-Interest-Bearing Accounts$176,524$142,299▼ $34,225
Prepaid Expenses and Deferred Charges$7,471$9,740▲ $2,269
Accounts Receivable$5,063$4,443▼ $620
Inventories for Sale or Use$885$675▼ $210
Total Assets$1,778,676$1,821,908▲ $43,232
Liabilities
Tax Exempt Bond Liabilities$2,243,523$2,113,284▼ $130,239
Accounts Payable and Accrued Expenses$127,921$107,577▼ $20,344
Mortgage Notes Payable Secured by Investment Property$30,492$15,351▼ $15,141
Total Liabilities$2,401,936$2,236,212▼ $165,724
Net Assets / Fund Balance
Unrestricted Net Assets$-623,260$-414,304▲ $208,956
Total Net Assets Fund Balance$-623,260$-414,304▲ $208,956
Total Liabilities and Net Assets / Fund Balance$1,778,676$1,821,908▲ $43,232

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$385,683$3,136,093$3,521,776
Other Land Buildings$293,130$639,732$932,862
Equipment$3,536$159,208$162,744
Land$77,583-$77,583
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kara DombroskiAdministratorFT$61,607$12,673$74,280

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$506,601
Program Service Revenue
$330,796
Investment Income
$10,913
Other Revenue
$-412
Change in Net Assets
$138,752

Audited Revenue Reconciliation

Revenue per Audited Statements
$847,898
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$79,502
Total Revenue per Audited Statements
$927,400
Total Revenue per Form 990
$847,898
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$420,420
Salaries, Compensation, and Employee Benefits$288,726
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$90,379$92,862-$183,241
Occupancy$144,708$22,876-$167,584
Current Officers, Directors, Trustees, and Key Employees-$80,101-$80,101
Interest$77,341$545-$77,886
Depreciation Depletion$54,784$386-$55,170
Office Expenses$24,013$15,045-$39,058
Fees for Services Management-$38,016-$38,016
Insurance$20,457$144-$20,601
Payroll Taxes$5,507$13,483-$18,990
Fees for Services Accounting-$7,574-$7,574
Conferences and Meetings-$7,243-$7,243
Other Employee Benefits$1,010$5,384-$6,394
Advertising-$3,986-$3,986
Fees for Service Investment Mgmnt Fees-$3,302-$3,302
Total Functional Expenses$418,199$290,947$0$709,146

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$709,146
Expenses per Audited Statements$705,844
Total Expenses per Audited Statements$705,844
Expenses Not Reported on Financial Statements$3,302
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 Authority2020-10-31$2,500,000Refinance mortgage on rental property

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$2,500,000-$96,947-

Bond Financing Compliance

Form 8038-T filed
Yes
Gross proceeds invested
No
Gross proceeds invested in GIC
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 11B

“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
2018-01-08
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
30

Preparer

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

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment management fees reported on form 990, part ix, line 11f -3,302.”

Raw XML AppendixShowing 400 of 486 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/MissionDesc0COLONIAL VIEW APARTMENTS ARE FOR PEOPLE WHO ARE OVER 62 YEARS OF AGE AND PREFER TO LIVE INDEPENDENTLY. WHILE MANY RESIDENTS OF COLONIAL VIEW MAY BE OVER 80, THEY ARE ABLE TO GET AROUND AND CAN LIVE INDEPENDENTLY. AMONG THE RESIDENTS ARE THOSE WHO MAY RELY ON A WHEELCHAIR OR A WALKER. AND WHILE MOST OF THE RESIDENTS ARE STRONG, HEALTHY, AND ABLE TO PROVIDE FULLY FOR THEMSELVES, WHEN THEY DO NEED HELP, SERVICES AND MEALS CAN BE ARRANGED.
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0323936
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16860
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0492085
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011047
IRS990/PYOtherExpensesAmt0412704
IRS990/PYOtherRevenueAmt0176
IRS990/PYProgramServiceRevenueAmt0336907
IRS990/PYRevenuesLessExpensesAmt0151741
IRS990/PYSalariesCompEmpBnftPaidAmt0275770
IRS990/PYTotalExpensesAmt0688474
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0840215
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0138752
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0330796
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0188482
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0143603
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0506601
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0492085
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0488103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0474302
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0469354
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02430445
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010913
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011361
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04714
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01425
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt039460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0330796
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0336907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0324129
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0326085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0315681
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01633598
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt010610
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt09916
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt09811
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt010969
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt012594
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt053900
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010913
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011361
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04714
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01425
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt039460
IRS990ScheduleA/InvestmentIncomeCYPct00.00950
IRS990ScheduleA/InvestmentIncomePYPct00.00790
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99050
IRS990ScheduleA/PublicSupportPY509Pct00.99210
IRS990ScheduleA/PublicSupportTotal509Amt04117943
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0848007
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0838908
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0822043
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0811356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0797629
IRS990ScheduleA/Total509Grp/TotalAmt04117943
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0858920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0849955
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0833404
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0816070
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0799054
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04157403
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/BookValueAmt0385683
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03136093
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03521776
IRS990ScheduleD/EquipmentGrp/BookValueAmt03536
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0159208
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0162744
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03302
IRS990ScheduleD/ExpensesSubtotalAmt0705844
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03302
IRS990ScheduleD/LandGrp/BookValueAmt077583
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt077583
IRS990ScheduleD/NetUnrealizedGainsInvstAmt082804
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0293130
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0639732
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0932862
IRS990ScheduleD/OtherRevenueAmt0-3302
IRS990ScheduleD/RevenueNotReportedAmt079502
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0847898
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -3,302.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0759932
IRS990ScheduleD/TotalExpensesPerForm990Amt0709146
IRS990ScheduleD/TotalRevenuePerForm990Amt0847898
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0927400
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0705844
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02020-10-31
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 RENTAL PROPERTY
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/CurrentRefundingInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt096947
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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,821,908
Liabilities
$2,236,212
Net assets
-$414,304
Revenue
$847,898
Expenses
$709,146
Net income
$138,752
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
2017Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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