Civic Intelligence

River Town Heights Inc.

990 • Fiscal year 2015 • EIN 39-1524307

Oct 01, 2014 to Sep 30, 2015 • Filed on May 02, 2016

201 S Adams StreetSt Croix Falls, WI 54024-9423

(651) 465-6841

Siviq Scores

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

Liabilities / Assets

94th percentile

1.08x

Higher debt load relative to assets than 94% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

94th percentile

2.34x

Higher debt load relative to revenue than 94% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

60th percentile

6.9%

Higher net margin than 60% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

41st percentile

-1.1%

Faster asset growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

52nd percentile

4.1%

Faster revenue growth than 52% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$526,345

Down $6,100 (-1.1%) from 2014

Net Assets

Up

-$44,668

Up $16,768 (+27%) from 2014

Liabilities

Down

$571,013

Down $22,868 (-3.9%) from 2014

Revenue

Up

$243,592

Up $9,558 (+4.1%) from 2014

Expenses

Up

$226,824

Up $765 (+0.3%) from 2014

Net Income

Up

$16,768

Up $8,793 (+110%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2010: $548,509Liabilities 2010: $682,795Net Assets 2010: -$134,2862010Assets 2011: $564,033Liabilities 2011: $671,505Net Assets 2011: -$107,4722011Assets 2012: $556,844Liabilities 2012: $643,915Net Assets 2012: -$87,0712012Assets 2013: $563,523Liabilities 2013: $632,934Net Assets 2013: -$69,4112013Assets 2014: $532,445Liabilities 2014: $593,881Net Assets 2014: -$61,4362014Assets 2015: $526,345Liabilities 2015: $571,013Net Assets 2015: -$44,6682015Assets 2016: $503,493Liabilities 2016: $532,604Net Assets 2016: -$29,1112016Assets 2017: $494,519Liabilities 2017: $500,754Net Assets 2017: -$6,2352017Assets 2018: $528,848Liabilities 2018: $485,033Net Assets 2018: $43,8152018Assets 2019: $491,491Liabilities 2019: $430,596Net Assets 2019: $60,8952019Assets 2020: $490,899Liabilities 2020: $393,436Net Assets 2020: $97,4632020Assets 2021: $467,991Liabilities 2021: $345,312Net Assets 2021: $122,6792021Assets 2022: $418,236Liabilities 2022: $296,202Net Assets 2022: $122,0342022Assets 2023: $400,139Liabilities 2023: $242,145Net Assets 2023: $157,9942023Assets 2024: $372,467Liabilities 2024: $167,356Net Assets 2024: $205,1112024

Highlighted filing

2015

Assets$526,345
Liabilities$571,013
Net Assets-$44,668

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $193,331Expenses 2010: $187,342Net Income 2010: $5,9892010Expenses 2011: $191,9232011Revenue 2012: $222,568Expenses 2012: $202,167Net Income 2012: $20,4012012Expenses 2013: $208,4362013Revenue 2014: $234,034Expenses 2014: $226,059Net Income 2014: $7,9752014Revenue 2015: $243,592Expenses 2015: $226,824Net Income 2015: $16,7682015Revenue 2016: $241,204Expenses 2016: $225,647Net Income 2016: $15,5572016Revenue 2017: $236,318Expenses 2017: $213,442Net Income 2017: $22,8762017Revenue 2018: $265,930Expenses 2018: $215,880Net Income 2018: $50,0502018Revenue 2019: $264,891Expenses 2019: $247,811Net Income 2019: $17,0802019Revenue 2020: $273,575Expenses 2020: $237,007Net Income 2020: $36,5682020Revenue 2021: $275,757Expenses 2021: $250,541Net Income 2021: $25,2162021Revenue 2022: $276,756Expenses 2022: $277,401Net Income 2022: -$6452022Revenue 2023: $286,040Expenses 2023: $250,080Net Income 2023: $35,9602023Revenue 2024: $224,666Expenses 2024: $192,657Net Income 2024: $32,0092024

Highlighted filing

2015

Revenue$243,592
Expenses$226,824
Net Income$16,768
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
May 2, 2016
Return Version
2014v6.0
Gross Receipts
$243,592
Mission and Program Overview

Mission

To provide low-income housing for elderly and disabled persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$474,569$458,858▼ $15,711
Cash and Non-Interest-Bearing Accounts$14,559$19,118▲ $4,559
Pledges and Grants Receivable$222--
Prepaid Expenses and Deferred Charges-$198-
Total Assets$532,445$526,345▼ $6,100
Other Assets Total$43,095$48,171▲ $5,076
Liabilities
Mortgage Notes Payable Secured by Investment Property$554,226$529,503▼ $24,723
Other Liabilities$25,435$21,521▼ $3,914
Accounts Payable and Accrued Expenses$14,191$19,948▲ $5,757
Deferred Revenue$29$41▲ $12
Total Liabilities$593,881$571,013▼ $22,868
Net Assets / Fund Balance
Unrestricted Net Assets$-61,436$-44,668▲ $16,768
Total Net Assets Fund Balance$-61,436$-44,668▲ $16,768
Total Liabilities and Net Assets / Fund Balance$532,445$526,345▼ $6,100

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$386,054$490,076$876,130
Equipment$21,997$57,722$79,719
Land$46,455-$46,455
Other Land Buildings$4,352$343$4,695
Other Assets Org$6,775--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Iver KammerudPresident
Julie HildebrandVice President
Darlene AndersonMember
Ken StensvenMember
Michael BuchiteMember
Sally BajakMember
William YoungSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$243,576
Investment Income
$16
Other Revenue
$0
Change in Net Assets
$16,768

Audited Revenue Reconciliation

Revenue per Audited Statements
$243,592
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$243,592
Total Revenue per Form 990
$243,592
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$197,720
Salaries, Compensation, and Employee Benefits$29,104
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$50,107--$50,107
Occupancy$37,439--$37,439
Depreciation Depletion$32,106--$32,106
Fees for Services Other$3,279$24,273-$27,552
Other Salaries and Wages$21,345--$21,345
Fees for Services Management-$13,487-$13,487
Fees for Services Accounting-$11,616-$11,616
Insurance$9,627--$9,627
Other Expenses$6,290--$6,290
Office Expenses-$6,196-$6,196
Other Employee Benefits$3,751--$3,751
Payroll Taxes$3,181--$3,181
Travel-$2,259-$2,259
All Other Expenses$572$408-$980
Pension Plan Contributions$827--$827
Advertising-$61-$61
Total Functional Expenses$168,524$58,300$0$226,824

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$226,824
Total Expenses per Audited Statements$226,824
Total Expenses per Form 990$226,824
Expenses Not Reported on Financial Statements$0
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
Long-term Sponsor Loan$14,400
Tenant Security Deposits$7,121
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The management duties of the project have been delegated to the evangelical lutheran good samaritan society (telgss). Telgss is paid a management fee equal to a percentage of revenue other than investment and gift income. The fee has been approved by the us department of housing and urban development.

Form 990, Part VI, Section A, Line 8B

The organization does not have a committee with authority to act on behalf of the board.

Form 990, Part VI, Section B, Line 11

Accountants with the managing agent, the evangelical lutheran good samaritan society, the chairman of the board, and one of the board members review the 990 in detail prior to it being filed. Any questions as a result of this review are resolved prior to the 990 being filed. A copy of the 990 is provided to the board prior to it being filed.

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

Officers and directors are covered under the conflict of interest policy. Management determines whether there is a conflict of interest and the board reviews the conflict to determine what restrictions apply.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
River Town Heights Inc
EIN
39-1524307
Phone
6514656841
Address
201 S ADAMS STREET, ST CROIX FALLS, WI 54024-9423

Signing Officer

Name
Iver Kammerud
Title
Chairman of the Board
Phone
7154830556
Signed
2016-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Iver Kammerud
Formed
1986
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Eide Bailly Llp
Address
200 EAST 10TH ST PO BOX 5125, SIOUX FALLS, SD 57117-5125
Preparer
Laurie Hanson
Phone
6053391999
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

General contracts: program service expenses 3,279. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,279. Contract services-office salaries: program service expenses 0. Management and general expenses 24,273. Fundraising expenses 0. Total expenses 24,273.

Financial Statement Notes

PART X, LINE 2:

The project is organized as a wisconsin nonprofit corporation and has been recognized by the internal revenue service (irs) as exempt from federal income taxes under section 501(a) of the internal revenue code as an organization described in section 501(c)(3) and has been determined not to be a private foundation. The project is annually required to file a return of organization exempt from income tax (form 990) with the irs. In addition, the project is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purpose. The project has determined it is not subject to unrelated business income tax and has not filed an exempt organization business income tax return (form 990t) with the irs. The project believes it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The project would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.

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IRS990/ReconcilationRevenueExpnssAmt016768
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0243576
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0415
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0501
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0243576
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0234016
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0226077
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0222535
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0218322
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01144526
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0415
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0501
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00100
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.55560
IRS990ScheduleA/PublicSupportPY509Pct00.57500
IRS990ScheduleA/PublicSupportTotal509Amt0636136
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0114585
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0102243
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0107888
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt091765
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt091909
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0508390
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0114585
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0102243
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0107888
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt091765
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt091909
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0508390
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0243576
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0234016
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0226077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0222535
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0218322
IRS990ScheduleA/Total509Grp/TotalAmt01144526
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0243592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0234034
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0226096
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0222568
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0218737
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01145027
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0386054
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0490076
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0876130
IRS990ScheduleD/EquipmentGrp/BookValueAmt021997
IRS990ScheduleD/EquipmentGrp/DepreciationAmt057722
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt079719
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0226824
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt046455
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt046455
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt07530
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt133866
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt26775
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04352
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0343
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04695
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07121
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt114400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LONG-TERM SPONSOR LOAN
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0243592
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PROJECT IS ORGANIZED AS A WISCONSIN NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THE PROJECT IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE PROJECT IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. THE PROJECT HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990T) WITH THE IRS. THE PROJECT BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE PROJECT WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0458858
IRS990ScheduleD/TotalBookValueOtherAssetsAmt048171
IRS990ScheduleD/TotalExpensesPerForm990Amt0226824
IRS990ScheduleD/TotalLiabilityAmt021521
IRS990ScheduleD/TotalRevenuePerForm990Amt0243592
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0243592
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0226824
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MANAGEMENT DUTIES OF THE PROJECT HAVE BEEN DELEGATED TO THE EVANGELICAL LUTHERAN GOOD SAMARITAN SOCIETY (TELGSS). TELGSS IS PAID A MANAGEMENT FEE EQUAL TO A PERCENTAGE OF REVENUE OTHER THAN INVESTMENT AND GIFT INCOME. THE FEE HAS BEEN APPROVED BY THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTANTS WITH THE MANAGING AGENT, THE EVANGELICAL LUTHERAN GOOD SAMARITAN SOCIETY, THE CHAIRMAN OF THE BOARD, AND ONE OF THE BOARD MEMBERS REVIEW THE 990 IN DETAIL PRIOR TO IT BEING FILED. ANY QUESTIONS AS A RESULT OF THIS REVIEW ARE RESOLVED PRIOR TO THE 990 BEING FILED. A COPY OF THE 990 IS PROVIDED TO THE BOARD PRIOR TO IT BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS AND DIRECTORS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. MANAGEMENT DETERMINES WHETHER THERE IS A CONFLICT OF INTEREST AND THE BOARD REVIEWS THE CONFLICT TO DETERMINE WHAT RESTRICTIONS APPLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GENERAL CONTRACTS: PROGRAM SERVICE EXPENSES 3,279. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,279. CONTRACT SERVICES-OFFICE SALARIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 24,273. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,273.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST CROIX VALLEY SUPPORTIVE HOUSING FOR THE ELDERLY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0391924250
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOW-INCOME HOUSING FOR ELDERLY AND DISABLED PERSONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0408 TOWER ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ST CROIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd054024
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0532445
IRS990/TotalAssetsEOYAmt0526345
IRS990/TotalAssetsGrp/BOYAmt0532445
IRS990/TotalAssetsGrp/EOYAmt0526345
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt058300
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0168524

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$1.67$2.05$2.25$1.93$0.32
2023Summary only. Only limited summary data is available for this year.$4.00$2.42$1.58$2.86$2.50$0.36
2022Summary only. Only limited summary data is available for this year.$4.18$2.96$1.22$2.77$2.77$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.68$3.45$1.23$2.76$2.51$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.91$3.93$0.97$2.74$2.37$0.37
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$4.31$0.61$2.65$2.48$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.29$4.85$0.44$2.66$2.16$0.50
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.95$5.01$0.06$2.36$2.13$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.03$5.33$0.29$2.41$2.26$0.16
2015Detailed filing. Detailed filing data is available for this year.$5.26$5.71$0.45$2.44$2.27$0.17
2014Detailed filing. Detailed filing data is available for this year.$5.32$5.94$0.61$2.34$2.26$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.64$6.33$0.69$2.08
2012Summary only. Only limited summary data is available for this year.$5.57$6.44$0.87$2.23$2.02$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.64$6.72$1.07$1.92
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.49$6.83$1.34$1.93$1.87$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $500k-$1M nonprofits