Civic Intelligence

Colonial View Ltd.

990 • Fiscal year 2025 • EIN 39-1334520

Oct 01, 2024 to Sep 30, 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

76th percentile

0.31x

Higher debt load relative to assets than 76% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

87th percentile

0.83x

Higher debt load relative to revenue than 87% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

73rd percentile

$113,083

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

57th percentile

6.2%

Faster asset growth than 57% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

47th percentile

4.8%

Faster revenue growth than 47% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$2,880,064

Up $167,796 (+6.2%) from 2024

Net Assets

Up

$1,980,502

Up $269,695 (+16%) from 2024

Liabilities

Down

$899,562

Down $101,899 (-10%) from 2024

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin69th percentile

Revenue

Up

$1,085,159

Up $49,796 (+4.8%) from 2024

Expenses

Up

$919,015

Up $29,521 (+3.3%) from 2024

Net Income

Up

$166,144

Up $20,275 (+14%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth57th 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: $1,710,8072024Assets 2025: $2,880,064Liabilities 2025: $899,562Net Assets 2025: $1,980,5022025

Highlighted filing

2025

Assets$2,880,064
Liabilities$899,562
Net Assets$1,980,502
Open 2025 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: $145,8692024Revenue 2025: $1,085,159Expenses 2025: $919,015Net Income 2025: $166,1442025

Highlighted filing

2025

Revenue$1,085,159
Expenses$919,015
Net Income$166,144
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Mar 24, 2026
Return Version
2024v5.5
Gross Receipts
$1,100,843
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$1,413,750$1,389,337▼ $24,413
Investments in Publicly Traded Securities$979,105$1,137,512▲ $158,407
Savings and Temporary Cash Investments$229,535$259,858▲ $30,323
Investments Other Securities$30,060$29,767▼ $293
Prepaid Expenses and Deferred Charges$5,020$5,835▲ $815
Cash and Non-Interest-Bearing Accounts$2,798$4,180▲ $1,382
Accounts Receivable$1,715$2,814▲ $1,099
Inventories for Sale or Use$2,016$1,195▼ $821
Total Assets$2,712,268$2,880,064▲ $167,796
Other Assets Total$48,269$49,566▲ $1,297
Liabilities
Tax Exempt Bond Liabilities$891,900$816,323▼ $75,577
Other Liabilities$48,269$49,566▲ $1,297
Accounts Payable and Accrued Expenses$61,292$33,673▼ $27,619
Total Liabilities$1,001,461$899,562▼ $101,899
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,710,807$1,980,502▲ $269,695
Total Net Assets Fund Balance$1,710,807$1,980,502▲ $269,695
Total Liabilities and Net Assets / Fund Balance$2,712,268$2,880,064▲ $167,796

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$502,361$2,976,762$3,479,123
Other Land Buildings$321,682$662,578$984,260
Land$427,583-$427,583
Equipment$137,711$245,780$383,491
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karalee PremusAdministratorFT$95,179$17,904$113,083

Board Members and Trustees

NameTitle
Ted ChasePresident
Greg FumelleVice-president
Bridget Travnick OberfoellDirector
Dr Greg MotlDirector
Russ FassbenderDirector
Vicky WeierDirector (thru Mid-oct)
John AndresSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$600,031
Program Service Revenue
$457,984
Investment Income
$27,056
Other Revenue
$88
Change in Net Assets
$166,144

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,085,159
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$98,418
Total Revenue per Audited Statements
$1,183,577
Total Revenue per Form 990
$1,085,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$493,803
Other Expenses$425,212
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$145,431$147,424-$292,855
Occupancy$253,840$20,747-$274,587
Current Officers, Directors, Trustees, and Key Employees-$120,318-$120,318
Depreciation Depletion$94,212$665-$94,877
Other Employee Benefits$7,548$42,658-$50,206
Payroll Taxes$9,798$20,626-$30,424
Office Expenses-$16,177-$16,177
Fees for Services Accounting-$11,600-$11,600
Conferences and Meetings-$8,098-$8,098
Fees for Service Investment Mgmnt Fees-$5,133-$5,133
Advertising-$5,125-$5,125
All Other Expenses$447$4,018-$4,465
Insurance$2,323$16-$2,339
Fees for Services Management-$1,931-$1,931
Fees for Services Legal-$880-$880
Total Functional Expenses$513,599$405,416$0$919,015

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$919,015
Expenses per Audited Statements$913,882
Total Expenses per Audited Statements$913,882
Expenses Not Reported on Financial Statements$5,133
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$49,566

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-$161,336-

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
2026-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karalee Premus
Formed
1977
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
9
Volunteers
11

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 -5,133.”

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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt048269
IRS990/OtherAssetsTotalGrp/EOYAmt049566
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt042658
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07548
IRS990/OtherEmployeeBenefitsGrp/TotalAmt050206
IRS990/OtherLiabilitiesGrp/BOYAmt048269
IRS990/OtherLiabilitiesGrp/EOYAmt049566
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0147424
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0145431
IRS990/OtherSalariesAndWagesGrp/TotalAmt0292855
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020626
IRS990/PayrollTaxesGrp/ProgramServicesAmt09798
IRS990/PayrollTaxesGrp/TotalAmt030424
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05020
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05835
IRS990/PrincipalOfficerNm0KARALEE PREMUS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1LAUNDRY AND VENDING REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0446673
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111311
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0446673
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111311
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0572155
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt028722
IRS990/PYOtherExpensesAmt0423792
IRS990/PYOtherRevenueAmt0-654
IRS990/PYProgramServiceRevenueAmt0435140
IRS990/PYRevenuesLessExpensesAmt0145869
IRS990/PYSalariesCompEmpBnftPaidAmt0465702
IRS990/PYTotalExpensesAmt0889494
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01035363
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0166144
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0457984
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0229535
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0259858
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0600031
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0572155
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0561261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0553524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0539196
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02826167
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt028722
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023302
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt036451
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt050767
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0166298
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02116489
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94440
IRS990ScheduleA/PublicSupportPY170Pct00.93540
IRS990ScheduleA/PublicSupportTotal170Amt02826167
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0600031
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0572155
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0561261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0553524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0539196
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02826167
IRS990ScheduleA/TotalSupportAmt02992465
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/BookValueAmt0502361
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02976762
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03479123
IRS990ScheduleD/EquipmentGrp/BookValueAmt0137711
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0245780
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0383491
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05133
IRS990ScheduleD/ExpensesSubtotalAmt0913882
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05133
IRS990ScheduleD/LandGrp/BookValueAmt0427583
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0427583
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0103551
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0321682
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0662578
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0984260
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt049566
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherRevenueAmt0-5133
IRS990ScheduleD/RevenueNotReportedAmt098418
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01085159
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT FEE -5,133.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01389337
IRS990ScheduleD/TotalExpensesPerForm990Amt0919015
IRS990ScheduleD/TotalLiabilityAmt049566
IRS990ScheduleD/TotalRevenuePerForm990Amt01085159
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01183577
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0913882
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/FormAndLineReferenceDesc0SCHEDULE K, PART I, BOND ISSUES:
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/RetiredAmt0161336
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/BOYAmt0891900
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt0816323
IRS990/TaxExemptBondsInd01
IRS990/TerminateOperationsInd00

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,880,064
Liabilities
$899,562
Net assets
$1,980,502
Revenue
$1,085,159
Expenses
$919,015
Net income
$166,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.88$0.90$1.98$1.09$0.92$0.17
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$1.00$1.71$1.04$0.89$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$1.55$1.36$0.98$0.86$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$1.65$1.08$0.97$0.69$0.28
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$1.77$0.96$0.96$0.70$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$1.88$0.49$0.95$0.68$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$1.99$0.13$0.89$0.63$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$2.14$0.15$0.87$0.70$0.17
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