Civic Intelligence

Colonial View Ltd.

990 • Fiscal year 2019 • EIN 39-1334520

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 12, 2020

Organization ProfileWWW.COLONIALVIEWAPARTMENTS.COM
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

91st percentile

0.94x

Higher debt load relative to assets than 91% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

92nd percentile

2.23x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

61st percentile

6.8%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

47th percentile

3.1%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$2,125,078

Up $135,079 (+6.8%) from 2018

Net Assets

Up

$132,320

Up $284,223 (+187%) from 2018

Liabilities

Down

$1,992,758

Down $149,144 (-7.0%) from 2018

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin83rd percentile

Revenue

Up

$891,925

Up $26,898 (+3.1%) from 2018

Expenses

Down

$634,352

Down $62,670 (-9.0%) from 2018

Net Income

Up

$257,573

Up $89,568 (+53%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2019

Assets$2,125,078
Liabilities$1,992,758
Net Assets$132,320
Open 2019 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

2019

Revenue$891,925
Expenses$634,352
Net Income$257,573
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 12, 2020
Return Version
2018v3.1
Gross Receipts
$907,219
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.

To provide housing for low- and moderate-income elderly and mobility impaired persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$703,661$1,024,905▲ $321,244
Investments in Publicly Traded Securities$863,728$694,532▼ $169,196
Investments Other Securities$0$184,593▲ $184,593
Savings and Temporary Cash Investments$268,754$171,462▼ $97,292
Cash and Non-Interest-Bearing Accounts$138,265$39,505▼ $98,760
Prepaid Expenses and Deferred Charges$10,316$5,276▼ $5,040
Accounts Receivable$4,509$4,088▼ $421
Inventories for Sale or Use$766$717▼ $49
Total Assets$1,989,999$2,125,078▲ $135,079
Liabilities
Tax Exempt Bond Liabilities$2,014,962$1,913,049▼ $101,913
Other Liabilities$0$44,587▲ $44,587
Accounts Payable and Accrued Expenses$126,940$35,122▼ $91,818
Total Liabilities$2,141,902$1,992,758▼ $149,144
Net Assets / Fund Balance
Unrestricted Net Assets$-151,903$132,320▲ $284,223
Total Net Assets Fund Balance$-151,903$132,320▲ $284,223
Total Liabilities and Net Assets / Fund Balance$1,989,999$2,125,078▲ $135,079

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$321,360$3,200,517$3,521,877
Other Land Buildings$274,917$681,466$956,383
Land$427,583-$427,583
Equipment$1,045$161,699$162,744
Other Securities$184,593--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kara KokAdministratorFT$70,737$9,570$80,307

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
$524,035
Program Service Revenue
$351,201
Investment Income
$15,966
Other Revenue
$723
Change in Net Assets
$257,573

Audited Revenue Reconciliation

Revenue per Audited Statements
$891,925
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$22,455
Total Revenue per Audited Statements
$914,380
Total Revenue per Form 990
$891,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$341,175
Salaries, Compensation, and Employee Benefits$293,177
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$211,007$17,306-$228,313
Other Salaries and Wages$80,651$76,410-$157,061
Current Officers, Directors, Trustees, and Key Employees-$95,699-$95,699
Depreciation Depletion$58,243$411-$58,654
Office Expenses$11,096$14,501-$25,597
Other Employee Benefits$13,118$7,343-$20,461
Payroll Taxes$5,474$14,482-$19,956
Fees for Services Accounting-$8,262-$8,262
Conferences and Meetings-$7,030-$7,030
Fees for Services Management-$6,000-$6,000
Fees for Service Investment Mgmnt Fees-$4,195-$4,195
Advertising-$2,711-$2,711
Insurance$410$3-$413
Total Functional Expenses$379,999$254,353$0$634,352

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$634,352
Expenses per Audited Statements$630,157
Total Expenses per Audited Statements$630,157
Expenses Not Reported on Financial Statements$4,195
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

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$44,587

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWisconsin Health and Educational Facilities Authority2013-10-31$2,500,000Refinance mortgage on rental property

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$2,500,000-$586,951-

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
2020-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kara Kok
Formed
1977
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
9
Volunteers
18

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Glenn Miller CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Gain from discontinuation of pilot 23,151.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Gain from discontinuation of pilot 18,956.”

Raw XML AppendixShowing 400 of 507 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/PayrollTaxesGrp/ManagementAndGeneralAmt014482
IRS990/PayrollTaxesGrp/ProgramServicesAmt05474
IRS990/PayrollTaxesGrp/TotalAmt019956
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010316
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05276
IRS990/PrincipalOfficerNm0KARA KOK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623312
IRS990/ProgramServiceRevenueGrp/BusinessCd1812310
IRS990/ProgramServiceRevenueGrp/BusinessCd2812900
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1LAUNDRY AND VENDING REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2RENT INCOME - TV
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0342161
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16890
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22150
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0342161
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16890
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22150
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0521245
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt014120
IRS990/PYOtherExpensesAmt0412893
IRS990/PYOtherRevenueAmt0297
IRS990/PYProgramServiceRevenueAmt0329365
IRS990/PYRevenuesLessExpensesAmt0168005
IRS990/PYSalariesCompEmpBnftPaidAmt0284129
IRS990/PYTotalExpensesAmt0697022
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0865027
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0257573
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0351201
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0268754
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0171462
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0524035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0521245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0506601
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0492085
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0488103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02532069
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019967
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014120
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010913
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt011361
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt067408
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0351201
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0329365
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0330796
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0336907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0324129
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01672398
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt012016
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt09728
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt010610
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt09916
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt09811
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt052081
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019967
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt014120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010913
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt011361
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt067408
IRS990ScheduleA/InvestmentIncomeCYPct00.01560
IRS990ScheduleA/InvestmentIncomePYPct00.01230
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98440
IRS990ScheduleA/PublicSupportPY509Pct00.98770
IRS990ScheduleA/PublicSupportTotal509Amt04256548
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0887252
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0860338
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0848007
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0838908
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0822043
IRS990ScheduleA/Total509Grp/TotalAmt04256548
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0907219
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0874458
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0858920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0849955
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0833404
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04323956
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/BookValueAmt0321360
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03200517
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03521877
IRS990ScheduleD/EquipmentGrp/BookValueAmt01045
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0161699
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0162744
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04195
IRS990ScheduleD/ExpensesSubtotalAmt0630157
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt04195
IRS990ScheduleD/LandGrp/BookValueAmt0427583
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0427583
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03499
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0274917
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0681466
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0956383
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt044587
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherRevenueAmt018956
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0184593
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MONEY MARKET
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedAmt022455
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0891925
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAIN FROM DISCONTINUATION OF PILOT 18,956.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01024905
IRS990ScheduleD/TotalBookValueSecuritiesAmt0184593
IRS990ScheduleD/TotalExpensesPerForm990Amt0634352
IRS990ScheduleD/TotalLiabilityAmt044587
IRS990ScheduleD/TotalRevenuePerForm990Amt0891925
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0914380
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0630157
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/BondIssuedDt02013-10-31
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/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,125,078
Liabilities
$1,992,758
Net assets
$132,320
Revenue
$891,925
Expenses
$634,352
Net income
$257,573
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
2019Detailed filing. Detailed filing data is available for this year.$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
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