Civic Intelligence

Colonial View Ltd.

990 • Fiscal year 2023 • EIN 39-1334520

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 01, 2024

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

85th percentile

0.53x

Higher debt load relative to assets than 85% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

91st percentile

1.58x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

61st percentile

$85,543

Higher top officer pay than 61% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

54th percentile

6.0%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

39th percentile

1.0%

Faster revenue growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$2,901,751

Up $163,829 (+6.0%) from 2022

Net Assets

Up

$1,356,071

Up $272,749 (+25%) from 2022

Liabilities

Down

$1,545,680

Down $108,920 (-6.6%) from 2022

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin64th percentile

Revenue

Up

$979,587

Up $9,473 (+1.0%) from 2022

Expenses

Up

$863,771

Up $175,207 (+25%) from 2022

Net Income

Down

$115,816

Down $165,734 (-59%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2023

Assets$2,901,751
Liabilities$1,545,680
Net Assets$1,356,071
Open 2023 Filing

Operations Trend

Revenue Growth39th 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

2023

Revenue$979,587
Expenses$863,771
Net Income$115,816
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 1, 2024
Return Version
2022v5.0
Gross Receipts
$998,721
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,104,308$1,350,111▲ $245,803
Investments in Publicly Traded Securities$825,105$982,038▲ $156,933
Investments Other Securities$605,698$294,816▼ $310,882
Savings and Temporary Cash Investments$143,934$215,410▲ $71,476
Prepaid Expenses and Deferred Charges$4,591$5,022▲ $431
Inventories for Sale or Use$1,342$3,523▲ $2,181
Accounts Receivable$4,421$2,832▼ $1,589
Cash and Non-Interest-Bearing Accounts$3,405$1,945▼ $1,460
Total Assets$2,737,922$2,901,751▲ $163,829
Other Assets Total$45,118$46,054▲ $936
Liabilities
Tax Exempt Bond Liabilities$1,584,665$1,467,075▼ $117,590
Other Liabilities$45,118$46,054▲ $936
Accounts Payable and Accrued Expenses$24,817$32,551▲ $7,734
Total Liabilities$1,654,600$1,545,680▼ $108,920
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,083,322$1,356,071▲ $272,749
Total Net Assets Fund Balance$1,083,322$1,356,071▲ $272,749
Total Liabilities and Net Assets / Fund Balance$2,737,922$2,901,751▲ $163,829

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$436,014$3,026,736$3,462,750
Other Land Buildings$378,889$830,174$1,209,063
Equipment$107,625$393,817$501,442
Land$427,583-$427,583
Other Securities$294,816--
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kara PremusAdministratorFT$70,960$14,583$85,543

Board Members and Trustees

NameTitle
Ted ChasePresident
Russ FassbenderVice-president
Greg MotlDirector
Vicky WeierDirector
John AndresSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$561,261
Program Service Revenue
$394,162
Investment Income
$23,302
Other Revenue
$862
Change in Net Assets
$115,816

Audited Revenue Reconciliation

Revenue per Audited Statements
$979,587
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$150,681
Total Revenue per Audited Statements
$1,130,268
Total Revenue per Form 990
$979,587
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$451,524
Salaries, Compensation, and Employee Benefits$412,247
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$289,422$16,561-$305,983
Other Salaries and Wages$152,155$117,671-$269,826
Current Officers, Directors, Trustees, and Key Employees-$101,595-$101,595
Depreciation Depletion$77,839$430-$78,269
Office Expenses$19,672$21,472-$41,144
Payroll Taxes$8,244$18,383-$26,627
Other Employee Benefits$10,038$4,161-$14,199
Fees for Services Accounting-$9,133-$9,133
Fees for Service Investment Mgmnt Fees-$6,252-$6,252
Conferences and Meetings-$4,254-$4,254
Insurance$2,323$16-$2,339
Advertising-$2,075-$2,075
Fees for Services Management-$2,075-$2,075
Total Functional Expenses$559,693$304,078$0$863,771

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$863,771
Expenses per Audited Statements$857,519
Total Expenses per Audited Statements$857,519
Expenses Not Reported on Financial Statements$6,252
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 Deposits Held in Trust$46,054

Bond Issues

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

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$2,500,000-$1,012,182$41,710

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 35% controlled entity
No
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, president, and secretary/treasurer 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 Premus
Title
Administrator
Phone
6088373174
Signed
2024-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kara Premus
Formed
1977
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
8
Volunteers
14

Preparer

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

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“INVESTMENT FEE -6,252.”

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0553524
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt020631
IRS990/PYOtherExpensesAmt0360524
IRS990/PYOtherRevenueAmt015960
IRS990/PYProgramServiceRevenueAmt0379999
IRS990/PYRevenuesLessExpensesAmt0281550
IRS990/PYSalariesCompEmpBnftPaidAmt0328040
IRS990/PYTotalExpensesAmt0688564
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0970114
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0115816
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0394162
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0143934
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0215410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0561261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0553524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0539196
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0531067
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0524035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02709083
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023302
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt036451
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt050767
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt051145
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019967
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0181632
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01929849
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93720
IRS990ScheduleA/PublicSupportPY170Pct00.93930
IRS990ScheduleA/PublicSupportTotal170Amt02709083
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0561261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0553524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0539196
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0531067
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0524035
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02709083
IRS990ScheduleA/TotalSupportAmt02890715
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/BookValueAmt0436014
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03026736
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03462750
IRS990ScheduleD/EquipmentGrp/BookValueAmt0107625
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0393817
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0501442
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06252
IRS990ScheduleD/ExpensesSubtotalAmt0857519
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06252
IRS990ScheduleD/LandGrp/BookValueAmt0427583
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0427583
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0156933
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0378889
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0830174
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01209063
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt046054
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherRevenueAmt0-6252
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0294816
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MONEY MARKET
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0150681
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0979587
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT FEE -6,252.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01350111
IRS990ScheduleD/TotalBookValueSecuritiesAmt0294816
IRS990ScheduleD/TotalExpensesPerForm990Amt0863771
IRS990ScheduleD/TotalLiabilityAmt046054
IRS990ScheduleD/TotalRevenuePerForm990Amt0979587
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01130268
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0857519
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 RESIDENTIAL 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/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt041710
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt01012182
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02013
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt02500000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/WorkingCapitalExpendituresAmt02458290
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, PRESIDENT, AND SECRETARY/TREASURER 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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt01584665
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt01467075
IRS990/TaxExemptBondsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02737922
IRS990/TotalAssetsEOYAmt02901751
IRS990/TotalAssetsGrp/BOYAmt02737922
IRS990/TotalAssetsGrp/EOYAmt02901751
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0561261
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0304078
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0559693
IRS990/TotalFunctionalExpensesGrp/TotalAmt0863771
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01654600
IRS990/TotalLiabilitiesEOYAmt01545680

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,901,751
Liabilities
$1,545,680
Net assets
$1,356,071
Revenue
$979,587
Expenses
$863,771
Net income
$115,816
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
2023Detailed filing. Detailed filing data is available for this year.$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
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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