Civic Intelligence

Sheboygan Senior Community Foundation Inc.

990 • Fiscal year 2017 • EIN 39-1450846

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 13, 2018

Organization ProfileN/A
3505 Cty Rd YSheboygan, WI 53083

(920) 458-2137

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$107,239

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 83.6% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

50th percentile

3.3%

Faster asset growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

172%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,330,817

Up $74,500 (+3.3%) from 2016

Net Assets

Up

$2,330,817

Up $74,500 (+3.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin98th percentile

Revenue

Up

$128,282

Up $81,111 (+172%) from 2016

Expenses

Down

$11,376

Down $480,978 (-98%) from 2016

Net Income

Up

$116,906

Up $562,089 (+126%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $2,769,404Liabilities 2011: $0Net Assets 2011: $2,769,4042011Assets 2012: $2,743,050Liabilities 2012: $0Net Assets 2012: $2,743,0502012Assets 2013: $2,895,174Liabilities 2013: $0Net Assets 2013: $2,895,1742013Assets 2014: $2,997,819Liabilities 2014: $0Net Assets 2014: $2,997,8192014Assets 2015: $2,730,743Liabilities 2015: $0Net Assets 2015: $2,730,7432015Assets 2016: $2,256,317Liabilities 2016: $0Net Assets 2016: $2,256,3172016Assets 2017: $2,330,817Liabilities 2017: $0Net Assets 2017: $2,330,8172017Assets 2018: $2,331,688Liabilities 2018: $0Net Assets 2018: $2,331,6882018Assets 2019: $2,381,148Liabilities 2019: $0Net Assets 2019: $2,381,1482019Assets 2020: $2,380,193Liabilities 2020: $0Net Assets 2020: $2,380,1932020Assets 2021: $2,499,347Liabilities 2021: $0Net Assets 2021: $2,499,3472021Assets 2022: $2,322,410Liabilities 2022: $0Net Assets 2022: $2,322,4102022Assets 2023: $1,848,915Liabilities 2023: $0Net Assets 2023: $1,848,9152023

Highlighted filing

2017

Assets$2,330,817
Liabilities$0
Net Assets$2,330,817
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $7,9622011Expenses 2012: $7,5672012Revenue 2013: $142,938Expenses 2013: $8,365Net Income 2013: $134,5732013Revenue 2014: $77,625Expenses 2014: $9,457Net Income 2014: $68,1682014Revenue 2015: $48,432Expenses 2015: $307,438Net Income 2015: -$259,0062015Revenue 2016: $47,171Expenses 2016: $492,354Net Income 2016: -$445,1832016Revenue 2017: $128,282Expenses 2017: $11,376Net Income 2017: $116,9062017Revenue 2018: $132,959Expenses 2018: $10,897Net Income 2018: $122,0622018Revenue 2019: $50,909Expenses 2019: $13,914Net Income 2019: $36,9952019Revenue 2020: $52,668Expenses 2020: $13,710Net Income 2020: $38,9582020Revenue 2021: $43,690Expenses 2021: $14,074Net Income 2021: $29,6162021Revenue 2022: $55,574Expenses 2022: $52,353Net Income 2022: $3,2212022Revenue 2023: $48,487Expenses 2023: $525,957Net Income 2023: -$477,4702023

Highlighted filing

2017

Revenue$128,282
Expenses$11,376
Net Income$116,906
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 13, 2018
Return Version
2016v3.0
Gross Receipts
$555,885
Mission and Program Overview

Mission

To raise and maintain gifts to be used for the general support of sheboygan senior community, inc.

To raise, receive, & maintain gifts, bequests, or other transfers to be used for the general support and operations of sheboygan senior community, inc. Sheboygan senior community, inc. Is a 501(c)(3) organization providing housing and healthcare services in nursing home & residential care settings.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,364,288--
Investments in Publicly Traded Securities$676,577$480,911▼ $195,666
Savings and Temporary Cash Investments$14,878$290,384▲ $275,506
Total Assets$2,256,317$2,330,817▲ $74,500
Other Assets Total$200,574$1,559,522▲ $1,358,948
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,055,743$2,135,583▲ $79,840
Permanently Rstr Net Assets$200,574$195,234▼ $5,340
Total Net Assets Fund Balance$2,256,317$2,330,817▲ $74,500
Total Liabilities and Net Assets / Fund Balance$2,256,317$2,330,817▲ $74,500

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,364,288--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleOtherTotal
Paul TreffertExecutive Director$107,239$107,239
Tara HolzemBusiness Manager$61,542$61,542

Board Members and Trustees

NameTitle
James HouwersPresident
David VandewaterVice President
Brian GenschDirector
Cindy ThompsonDirector
James PriceDirector
Keith IskenDirector
Marcy KerpeDirector
Margaret TragerDirector
Nancy McadamsDirector
Perry FritzDirector
Roger ClappDirector
Steve HamerDirector
Doris TheuneSecretary
Lynn CoadyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,454
Program Service Revenue
$0
Investment Income
$120,828
Other Revenue
$0
All Other Contributions
$7,454
Change in Net Assets
$116,906
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,454
Other Expenses$3,922
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,454--$7,454
Fees for Service Investment Mgmnt Fees-$3,922-$3,922
Total Functional Expenses$7,454$3,922$0$11,376
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sheboygan Senior Community IncSheboygan, WI501(c)(3)New Facility$7,454
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by the board prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Each trustee shall disclose to the board of trustees duality of interest or possible conflict of interest, whenever the duality or conflict pertains to a matter being considered by the board. Any trustee having duality of interest or conflict of interest on any matter, shall abstain from voting on the matter and shall not be counted in determining the quorum for the vote on the matter. The minutes of the meeting involving any such situation shall reflect that a disclosure was made, the abstention from voting and the quorum situation. Failure to disclose duality of interest or conflict of interest while participating in the vote for board action shall be reason for removal from office. If a trustee is uncertain as to whether he or she has a duality or conflict of interest which requires abstention, or if a trustee asserts that another trustee has such duality or conflict, the board, by majority vote of those present, other than the trustee having the possible conflict, shall decide whether abstention is required. If so, the trustee shall be deemed to have abstained.”

Form 990, Part VI, Section C, Line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Sheboygan Senior Community
EIN
39-1450846
Phone
9204582137
Address
3505 CTY RD Y, SHEBOYGAN, WI 53083

Signing Officer

Name
Tara Holzem
Title
Business Manager
Phone
9204582137
Signed
2018-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tara Holzem
Formed
1983
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Firm
Cliftonlarsonallen Llp
Address
10700 W RESEARCH DRIVE STE 200, MILWAUKEE, WI 53226
Preparer
Kimberly Anderson CPA
Phone
4144761880
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C Explanation

“The board of directors is responsible for oversight of the audit and the selection of an independent accountant.”

Raw XML AppendixShowing 400 of 471 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt01364288
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO RAISE, RECEIVE, & MAINTAIN GIFTS, BEQUESTS, OR OTHER TRANSFERS TO BE USED FOR THE GENERAL SUPPORT AND OPERATIONS OF SHEBOYGAN SENIOR COMMUNITY, INC. SHEBOYGAN SENIOR COMMUNITY, INC. IS A 501(C)(3) ORGANIZATION PROVIDING HOUSING AND HEALTHCARE SERVICES IN NURSING HOME & RESIDENTIAL CARE SETTINGS.
IRS990/AllOtherContributionsAmt07454
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TARA HOLZEM
IRS990/BooksInCareOfDetail/PhoneNum09204582137
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03505 CTY RD Y
IRS990/BooksInCareOfDetail/USAddress/CityNm0SHEBOYGAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053083
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07454
IRS990/CYGrantsAndSimilarPaidAmt07454
IRS990/CYInvestmentIncomeAmt0120828
IRS990/CYOtherExpensesAmt03922
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0116906
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt011376
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0128282
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO RAISE, RECEIVE, & MAINTAIN GIFTS, BEQUESTS, OR OTHER TRANSFERS TO BE USED FOR THE GENERAL SUPPORT AND OPERATIONS OF SHEBOYGAN SENIOR COMMUNITY, INC. SHEBOYGAN SENIOR COMMUNITY, INC. IS A 501(C)(3) ORGANIZATION PROVIDING HOUSING AND HEALTHCARE SERVICES IN NURSING HOME & RESIDENTIAL CARE SETTINGS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt07454
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03922
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03922
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1439.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1539.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.25
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt141209
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt158500
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES HOUWERS
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID VANDEWATER
IRS990/Form990PartVIISectionAGrp/PersonNm2DORIS THEUNE
IRS990/Form990PartVIISectionAGrp/PersonNm3LYNN COADY
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE HAMER
IRS990/Form990PartVIISectionAGrp/PersonNm5BRIAN GENSCH
IRS990/Form990PartVIISectionAGrp/PersonNm6KEITH ISKEN
IRS990/Form990PartVIISectionAGrp/PersonNm7MARGARET TRAGER
IRS990/Form990PartVIISectionAGrp/PersonNm8ROGER CLAPP
IRS990/Form990PartVIISectionAGrp/PersonNm9MARCY KERPE
IRS990/Form990PartVIISectionAGrp/PersonNm10JAMES PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm11NANCY MCADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm12CINDY THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm13PERRY FRITZ
IRS990/Form990PartVIISectionAGrp/PersonNm14TARA HOLZEM
IRS990/Form990PartVIISectionAGrp/PersonNm15PAUL TREFFERT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1460333
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1598739
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14BUSINESS MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0106916
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt07454
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt07454
IRS990/GrantsToDomesticOrgsGrp/TotalAmt07454
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0534519
IRS990/GrossReceiptsAmt0555885
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt013912
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013912
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0676577
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0480911
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0427603
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO RAISE, RECEIVE, & MAINTAIN GIFTS, BEQUESTS, OR OTHER TRANSFERS TO BE USED FOR THE GENERAL SUPPORT AND OPERATIONS OF SHEBOYGAN SENIOR COMMUNITY, INC. SHEBOYGAN SENIOR COMMUNITY, INC. IS A 501(C)(3) ORGANIZATION PROVIDING HOUSING AND HEALTHCARE SERVICES IN NURSING HOME & RESIDENTIAL CARE SETTINGS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02256317
IRS990/NetAssetsOrFundBalancesEOYAmt02330817
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0106916
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0106916
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-42406
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0200574
IRS990/OtherAssetsTotalGrp/EOYAmt01559522
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0200574
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0195234
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TARA HOLZEM
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010677
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0483833
IRS990/PYInvestmentIncomeAmt036494
IRS990/PYOtherExpensesAmt08521
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-445183
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0492354
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt047171
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0116906
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014878
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0290384
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0396069188
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt07454
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SHEBOYGAN SENIOR COMMUNITY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt07454
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/OtherAssetsOrgGrp/BookValueAmt0195234
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11364288
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PERPETUAL TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM AFFILIATE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01559522
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt07454
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0NEW FACILITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SHEBOYGAN SENIOR COMMUNITY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0396069188
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03505 COUNTY ROAD Y
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SHEBOYGAN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053083
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SHEBOYGAN SENIOR COMMUNITY INC. IS A RELATED ORGANIZATION TO SHEBOYGAN SENIOR COMMUNITY FOUNDATION SO THEY HAVE ACCESS TO THE RECORDS TO MONITOR THE USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH TRUSTEE SHALL DISCLOSE TO THE BOARD OF TRUSTEES DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST, WHENEVER THE DUALITY OR CONFLICT PERTAINS TO A MATTER BEING CONSIDERED BY THE BOARD. ANY TRUSTEE HAVING DUALITY OF INTEREST OR CONFLICT OF INTEREST ON ANY MATTER, SHALL ABSTAIN FROM VOTING ON THE MATTER AND SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE VOTE ON THE MATTER. THE MINUTES OF THE MEETING INVOLVING ANY SUCH SITUATION SHALL REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING AND THE QUORUM SITUATION. FAILURE TO DISCLOSE DUALITY OF INTEREST OR CONFLICT OF INTEREST WHILE PARTICIPATING IN THE VOTE FOR BOARD ACTION SHALL BE REASON FOR REMOVAL FROM OFFICE. IF A TRUSTEE IS UNCERTAIN AS TO WHETHER HE OR SHE HAS A DUALITY OR CONFLICT OF INTEREST WHICH REQUIRES ABSTENTION, OR IF A TRUSTEE ASSERTS THAT ANOTHER TRUSTEE HAS SUCH DUALITY OR CONFLICT, THE BOARD, BY MAJORITY VOTE OF THOSE PRESENT, OTHER THAN THE TRUSTEE HAVING THE POSSIBLE CONFLICT, SHALL DECIDE WHETHER ABSTENTION IS REQUIRED. IF SO, THE TRUSTEE SHALL BE DEEMED TO HAVE ABSTAINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C EXPLANATION
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEBOYGAN SENIOR COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0396069188
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0NURSING HOME AND RESIDENTIAL CARE CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03505 COUNTY ROAD Y
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SHEBOYGAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053083
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02256317
IRS990/TotalAssetsEOYAmt02330817
IRS990/TotalAssetsGrp/BOYAmt02256317
IRS990/TotalAssetsGrp/EOYAmt02330817
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt07454
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,330,817
Liabilities
$0
Net assets
$2,330,817
Revenue
$128,282
Expenses
$11,376
Net income
$116,906
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.05$0.53$0.48
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.00$2.32$0.06$0.05$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$0.00$2.50$0.04$0.01$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.00$2.38$0.05$0.01$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.00$2.38$0.05$0.01$0.04
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.00$2.33$0.13$0.01$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.13$0.01$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.05$0.49$0.45
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.00$2.73$0.05$0.31$0.26
2014Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.08$0.01$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.00$2.90$0.14$0.01$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.00$2.74$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.00$2.77$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits