Civic Intelligence

Colonial View Ltd.

990 • Fiscal year 2024 • EIN 39-1334520

Oct 01, 2023 to Sep 30, 2024 • Filed on Aug 06, 2025

Organization ProfileCOLONIALVIEWAPARTMENTS.COM
601 Thomas DrSun Prairie, WI 53590

(608) 837-3174

Siviq Scores

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

Liabilities / Assets

79th percentile

0.37x

Higher debt load relative to assets than 79% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.97x

Higher debt load relative to revenue than 88% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$92,983

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

19th percentile

-6.5%

Faster asset growth than 19% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

5.7%

Faster revenue growth than 46% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$2,712,268

Down $189,483 (-6.5%) from 2023

Net Assets

Up

$1,710,807

Up $354,736 (+26%) from 2023

Liabilities

Down

$1,001,461

Down $544,219 (-35%) from 2023

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin66th percentile

Revenue

Up

$1,035,363

Up $55,776 (+5.7%) from 2023

Expenses

Up

$889,494

Up $25,723 (+3.0%) from 2023

Net Income

Up

$145,869

Up $30,053 (+26%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2024

Assets$2,712,268
Liabilities$1,001,461
Net Assets$1,710,807
Open 2024 Filing

Operations Trend

Revenue Growth46th 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

2024

Revenue$1,035,363
Expenses$889,494
Net Income$145,869
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 6, 2025
Return Version
2023v6.0
Gross Receipts
$1,052,512
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$1,350,111$1,413,750▲ $63,639
Investments in Publicly Traded Securities$982,038$979,105▼ $2,933
Savings and Temporary Cash Investments$215,410$229,535▲ $14,125
Investments Other Securities$294,816$30,060▼ $264,756
Prepaid Expenses and Deferred Charges$5,022$5,020▼ $2
Cash and Non-Interest-Bearing Accounts$1,945$2,798▲ $853
Inventories for Sale or Use$3,523$2,016▼ $1,507
Accounts Receivable$2,832$1,715▼ $1,117
Total Assets$2,901,751$2,712,268▼ $189,483
Other Assets Total$46,054$48,269▲ $2,215
Liabilities
Tax Exempt Bond Liabilities$1,467,075$891,900▼ $575,175
Accounts Payable and Accrued Expenses$32,551$61,292▲ $28,741
Other Liabilities$46,054$48,269▲ $2,215
Total Liabilities$1,545,680$1,001,461▼ $544,219
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,356,071$1,710,807▲ $354,736
Total Net Assets Fund Balance$1,356,071$1,710,807▲ $354,736
Total Liabilities and Net Assets / Fund Balance$2,901,751$2,712,268▼ $189,483

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$532,826$3,051,330$3,584,156
Other Land Buildings$359,191$866,037$1,225,228
Equipment$94,150$419,678$513,828
Land$427,583-$427,583
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karalee PremusAdministratorFT$81,913$11,070$92,983

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
$572,155
Program Service Revenue
$435,140
Investment Income
$28,722
Other Revenue
$-654
Change in Net Assets
$145,869

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,035,363
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$204,325
Total Revenue per Audited Statements
$1,239,688
Total Revenue per Form 990
$1,035,363
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$465,702
Other Expenses$423,792
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$146,675$137,902-$284,577
Occupancy$249,141$22,131-$271,272
Current Officers, Directors, Trustees, and Key Employees-$109,649-$109,649
Depreciation Depletion$90,933$619-$91,552
Other Employee Benefits$8,007$33,618-$41,625
Payroll Taxes$9,670$20,181-$29,851
Office Expenses-$14,616-$14,616
Fees for Services Legal-$11,500-$11,500
Fees for Services Accounting-$10,206-$10,206
All Other Expenses$1,376$8,192-$9,568
Fees for Service Investment Mgmnt Fees-$4,542-$4,542
Conferences and Meetings-$4,327-$4,327
Advertising-$2,425-$2,425
Insurance$2,323$16-$2,339
Fees for Services Management-$1,445-$1,445
Total Functional Expenses$508,125$381,369$0$889,494

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$889,494
Expenses per Audited Statements$884,952
Total Expenses per Audited Statements$884,952
Expenses Not Reported on Financial Statements$4,542
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$48,269

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWisconsin Health and Educational Facilities Authority2023-11-01$977,659Reissuance/refunding of bonds to refinance taxable mortgage loan on property

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$977,659-$1,522,341-

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

Signing Officer

Name
Karalee Premus
Title
Administrator
Phone
6088373174
Signed
2025-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karalee Premus
Formed
1977
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
8
Volunteers
13

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 -4,542.”

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IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1LAUNDRY AND VENDING REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0424521
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110619
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0424521
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110619
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0561261
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt023302
IRS990/PYOtherExpensesAmt0451524
IRS990/PYOtherRevenueAmt0862
IRS990/PYProgramServiceRevenueAmt0394162
IRS990/PYRevenuesLessExpensesAmt0115816
IRS990/PYSalariesCompEmpBnftPaidAmt0412247
IRS990/PYTotalExpensesAmt0863771
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0979587
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0145869
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0435140
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0215410
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0229535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0572155
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0561261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0553524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0539196
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0531067
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02757203
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt028722
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt023302
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt036451
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt050767
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt051145
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0190387
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02018267
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93540
IRS990ScheduleA/PublicSupportPY170Pct00.93720
IRS990ScheduleA/PublicSupportTotal170Amt02757203
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0572155
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0561261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0553524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0539196
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0531067
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02757203
IRS990ScheduleA/TotalSupportAmt02947590
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/BookValueAmt0532826
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03051330
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03584156
IRS990ScheduleD/EquipmentGrp/BookValueAmt094150
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0419678
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0513828
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04542
IRS990ScheduleD/ExpensesSubtotalAmt0884952
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt04542
IRS990ScheduleD/LandGrp/BookValueAmt0427583
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0427583
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0208867
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0359191
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0866037
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01225228
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt048269
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherRevenueAmt0-4542
IRS990ScheduleD/RevenueNotReportedAmt0204325
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01035363
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT FEE -4,542.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01413750
IRS990ScheduleD/TotalExpensesPerForm990Amt0889494
IRS990ScheduleD/TotalLiabilityAmt048269
IRS990ScheduleD/TotalRevenuePerForm990Amt01035363
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01239688
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0884952
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd01
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0(D) BONDS ORIGINALLY ISSUED 10/31/2013; BOND REISSUED FOR TAX PURPOSES 11/1/2023. (E) ISSUE PRICE OF REISSUED BONDS ON REISSUANCE DATE.
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt13. ISSUE PRICE OF REISSUED BONDS. 14. DEEMED CURRENT REFUNDING AS RESULT OF TAX REISSUANCE.
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE K, PART I, BOND ISSUES:
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE K, PART II, PROCEEDS:
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02023-11-01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0391337855
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt0977659
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0REISSUANCE/REFUNDING OF BONDS TO REFINANCE TAXABLE MORTGAGE LOAN ON 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/ProcsNonqualifiedBondRemdtdInd01
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/TotalPrivateBusinessUsePct00.00400
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt01522341
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02013
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt0977659
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/BOYAmt01467075
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt0891900
IRS990/TaxExemptBondsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02901751
IRS990/TotalAssetsEOYAmt02712268
IRS990/TotalAssetsGrp/BOYAmt02901751
IRS990/TotalAssetsGrp/EOYAmt02712268
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0572155
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0381369
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0508125
IRS990/TotalFunctionalExpensesGrp/TotalAmt0889494
IRS990/TotalGrossUBIAmt00

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,712,268
Liabilities
$1,001,461
Net assets
$1,710,807
Revenue
$1,035,363
Expenses
$889,494
Net income
$145,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.71$1.00$1.71$1.04$0.89$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$1.55$1.36$0.98$0.86$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$1.65$1.08$0.97$0.69$0.28
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$1.77$0.96$0.96$0.70$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$1.88$0.49$0.95$0.68$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$1.99$0.13$0.89$0.63$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$2.14$0.15$0.87$0.70$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$2.24$0.41$0.85$0.71$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$2.40$0.62$0.84$0.69$0.15
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