Civic Intelligence

Colonial View Ltd.

990 • Fiscal year 2018 • EIN 39-1334520

Oct 01, 2017 to Sep 30, 2018 • Filed on Jan 18, 2019

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

93rd percentile

1.08x

Higher debt load relative to assets than 93% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

2.48x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

56th percentile

$75,283

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

71st percentile

9.2%

Faster asset growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

2.0%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$1,989,999

Up $168,091 (+9.2%) from 2017

Net Assets

Up

-$151,903

Up $262,401 (+63%) from 2017

Liabilities

Down

$2,141,902

Down $94,310 (-4.2%) from 2017

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin77th percentile

Revenue

Up

$865,027

Up $17,129 (+2.0%) from 2017

Expenses

Down

$697,022

Down $12,124 (-1.7%) from 2017

Net Income

Up

$168,005

Up $29,253 (+21%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2018

Assets$1,989,999
Liabilities$2,141,902
Net Assets-$151,903
Open 2018 Filing

Operations Trend

Revenue Growth45th 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

2018

Revenue$865,027
Expenses$697,022
Net Income$168,005
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jan 18, 2019
Return Version
2017v2.3
Gross Receipts
$874,458
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 mobility impaired persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$761,216$863,728▲ $102,512
Land, Buildings, and Equipment, Net$759,932$703,661▼ $56,271
Savings and Temporary Cash Investments$143,603$268,754▲ $125,151
Cash and Non-Interest-Bearing Accounts$142,299$138,265▼ $4,034
Prepaid Expenses and Deferred Charges$9,740$10,316▲ $576
Accounts Receivable$4,443$4,509▲ $66
Inventories for Sale or Use$675$766▲ $91
Total Assets$1,821,908$1,989,999▲ $168,091
Liabilities
Tax Exempt Bond Liabilities$2,113,284$2,014,962▼ $98,322
Accounts Payable and Accrued Expenses$107,577$126,940▲ $19,363
Mortgage Notes Payable Secured by Investment Property$15,351$0▼ $15,351
Total Liabilities$2,236,212$2,141,902▼ $94,310
Net Assets / Fund Balance
Unrestricted Net Assets$-414,304$-151,903▲ $262,401
Total Net Assets Fund Balance$-414,304$-151,903▲ $262,401
Total Liabilities and Net Assets / Fund Balance$1,821,908$1,989,999▲ $168,091

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$351,623$3,170,153$3,521,776
Other Land Buildings$272,263$660,599$932,862
Equipment$2,192$160,552$162,744
Land$77,583-$77,583
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kara KokAdministratorFT$63,933$11,350$75,283

Board Members and Trustees

NameTitle
Ted ChasePresident
Julie BogleVice-president
Greg MotlDirector
Russ FassbenderDirector
Trish KienitzDirector
John AndresSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$521,245
Program Service Revenue
$329,365
Investment Income
$14,120
Other Revenue
$297
Change in Net Assets
$168,005

Audited Revenue Reconciliation

Revenue per Audited Statements
$865,027
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$90,393
Total Revenue per Audited Statements
$955,420
Total Revenue per Form 990
$865,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$412,893
Salaries, Compensation, and Employee Benefits$284,129
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$74,729$91,837-$166,566
Occupancy$145,336$18,359-$163,695
Current Officers, Directors, Trustees, and Key Employees-$82,752-$82,752
Interest$73,693$519-$74,212
Depreciation Depletion$57,947$408-$58,355
Office Expenses$25,516$13,601-$39,117
Fees for Services Management-$28,512-$28,512
Insurance$21,080$149-$21,229
Payroll Taxes$5,107$15,095-$20,202
Other Employee Benefits$7,633$6,976-$14,609
Conferences and Meetings-$11,790-$11,790
Fees for Services Accounting-$8,004-$8,004
Fees for Service Investment Mgmnt Fees-$4,003-$4,003
Advertising-$3,976-$3,976
Total Functional Expenses$411,041$285,981$0$697,022

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$697,022
Expenses per Audited Statements$693,019
Total Expenses per Audited Statements$693,019
Expenses Not Reported on Financial Statements$4,003
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---

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 Kok
Title
Administrator
Phone
6088373174
Signed
2019-01-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kara Kok
Formed
1980
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
10
Volunteers
20

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL SUITE 300, MADISON, WI 53713
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 -4,003.”

Raw XML AppendixShowing 400 of 476 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/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
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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/RelatedOrExemptFuncIncomeAmt17073
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22175
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0320117
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17073
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22175
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0506601
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010913
IRS990/PYOtherExpensesAmt0420420
IRS990/PYOtherRevenueAmt0-412
IRS990/PYProgramServiceRevenueAmt0330796
IRS990/PYRevenuesLessExpensesAmt0138752
IRS990/PYSalariesCompEmpBnftPaidAmt0288726
IRS990/PYTotalExpensesAmt0709146
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0847898
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0168005
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0329365
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0143603
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0268754
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0521245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0506601
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0492085
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0488103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0474302
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02482336
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014120
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010913
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011361
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04714
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt052155
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0329365
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0330796
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0336907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0324129
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0326085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01647282
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt010610
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt09916
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt09811
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt010969
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt041306
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010913
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011361
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04714
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt052155
IRS990ScheduleA/InvestmentIncomeCYPct00.01230
IRS990ScheduleA/InvestmentIncomePYPct00.00950
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98770
IRS990ScheduleA/PublicSupportPY509Pct00.99050
IRS990ScheduleA/PublicSupportTotal509Amt04170924
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0850610
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0848007
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0838908
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0822043
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0811356
IRS990ScheduleA/Total509Grp/TotalAmt04170924
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0864730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0858920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0849955
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0833404
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0816070
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04223079
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0351623
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03170153
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03521776
IRS990ScheduleD/EquipmentGrp/BookValueAmt02192
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0160552
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0162744
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04003
IRS990ScheduleD/ExpensesSubtotalAmt0693019
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt04003
IRS990ScheduleD/LandGrp/BookValueAmt077583
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt077583
IRS990ScheduleD/NetUnrealizedGainsInvstAmt094396
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0272263
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0660599
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0932862
IRS990ScheduleD/OtherRevenueAmt0-4003
IRS990ScheduleD/RevenueNotReportedAmt090393
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0865027
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -4,003.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0703661
IRS990ScheduleD/TotalExpensesPerForm990Amt0697022
IRS990ScheduleD/TotalRevenuePerForm990Amt0865027
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0955420
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0693019
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/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/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
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt02113284
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt02014962
IRS990/TaxExemptBondsInd01
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01821908
IRS990/TotalAssetsEOYAmt01989999

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,989,999
Liabilities
$2,141,902
Net assets
-$151,903
Revenue
$865,027
Expenses
$697,022
Net income
$168,005
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
2018Detailed filing. Detailed filing data is available for this year.$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
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
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