Civic Intelligence

Felician Village Inc

990 • Fiscal year 2016 • EIN 39-1601952

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 30, 2017

Organization ProfileWWW.FELICIANVILLAGE.ORG
1635 South 21st StreetManitowoc, WI 54220-5652

(920) 684-7171

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.06x

Higher debt load relative to assets than 32% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.19x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

49th percentile

2.0%

Higher net margin than 49% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$240,682

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

43rd percentile

0.2%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

1.0%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$8,341,796

Up $14,854 (+0.2%) from 2015

Net Assets

Up

$7,845,334

Up $52,349 (+0.7%) from 2015

Liabilities

Down

$496,462

Down $37,495 (-7.0%) from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin49th percentile

Revenue

Up

$2,637,641

Up $26,953 (+1.0%) from 2015

Expenses

Up

$2,585,292

Up $29,642 (+1.2%) from 2015

Net Income

Down

$52,349

Down $2,689 (-4.9%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$10M$5.0M$0Assets 2011: $8,248,054Liabilities 2011: $689,280Net Assets 2011: $7,558,7742011Assets 2012: $8,020,657Liabilities 2012: $665,392Net Assets 2012: $7,355,2652012Assets 2013: $8,421,113Liabilities 2013: $666,114Net Assets 2013: $7,754,9992013Assets 2014: $8,433,431Liabilities 2014: $695,484Net Assets 2014: $7,737,9472014Assets 2015: $8,326,942Liabilities 2015: $533,957Net Assets 2015: $7,792,9852015Assets 2016: $8,341,796Liabilities 2016: $496,462Net Assets 2016: $7,845,3342016Assets 2017: $8,376,097Liabilities 2017: $468,557Net Assets 2017: $7,907,5402017

Highlighted filing

2016

Assets$8,341,796
Liabilities$496,462
Net Assets$7,845,334
Open 2016 Filing

Operations Trend

Revenue Growth44th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,120,155Expenses 2011: $2,170,100Net Income 2011: -$49,9452011Revenue 2012: $2,093,654Expenses 2012: $2,337,163Net Income 2012: -$243,5092012Revenue 2013: $2,830,865Expenses 2013: $2,431,131Net Income 2013: $399,7342013Revenue 2014: $2,570,775Expenses 2014: $2,587,827Net Income 2014: -$17,0522014Revenue 2015: $2,610,688Expenses 2015: $2,555,650Net Income 2015: $55,0382015Revenue 2016: $2,637,641Expenses 2016: $2,585,292Net Income 2016: $52,3492016Revenue 2017: $2,744,130Expenses 2017: $2,681,924Net Income 2017: $62,2062017

Highlighted filing

2016

Revenue$2,637,641
Expenses$2,585,292
Net Income$52,349
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 30, 2017
Return Version
2015v3.0
Gross Receipts
$2,681,735
Mission and Program Overview

Mission

Independent living housing and support services for seniors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,321,410$7,196,456▼ $124,954
Cash and Non-Interest-Bearing Accounts$726,470$917,750▲ $191,280
Pledges and Grants Receivable$216,850$181,300▼ $35,550
Prepaid Expenses and Deferred Charges$50,712$37,901▼ $12,811
Accounts Receivable$11,500$8,389▼ $3,111
Total Assets$8,326,942$8,341,796▲ $14,854
Liabilities
Accounts Payable and Accrued Expenses$317,107$315,162▼ $1,945
Other Liabilities$216,850$181,300▼ $35,550
Total Liabilities$533,957$496,462▼ $37,495
Net Assets / Fund Balance
Unrestricted Net Assets$7,576,135$7,664,034▲ $87,899
Temporarily Rstr Net Assets$216,850$181,300▼ $35,550
Total Net Assets Fund Balance$7,792,985$7,845,334▲ $52,349
Total Liabilities and Net Assets / Fund Balance$8,326,942$8,341,796▲ $14,854

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,628,741$9,788,280$16,417,021
Equipment$373,944$217,842$591,786
Land$193,771-$193,771
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Joanne BartzTreasurerPT$84,388$84,388

Board Members and Trustees

NameTitle
Betsy BenzChairperson
Frank SoltysPresident/CEO
Jill HennesseySecretary/vice Chair
David WardDirector
Ed HansenDirector
Faye MalekDirector
Fr Gerald FoleyDirector
Jerilyn DietzDirector
Jon DanforthDirector
Karen SzymanDirector
Mary MaurerDirector
Matt SauerDirector
Michael EtheridgeDirector
Robert VollendorfDirector
Sr Elaine FrigoDirector
Stephen ShellmanDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Sysco Eastern WisconsinFood ServiceONE SYSCO DRIVE, Jackson, WI 53037$305,025
SchausHeating And Cooling2901 CALUMET AVENUE, Manitowoc, WI 54220$192,081
Chris Schmidt ConstructionConstruction3329 SOUTH 10TH STREET, Manitowoc, WI 54220$152,998
Revenue and Support

Revenue Composition

Contributions and Grants
$100
Program Service Revenue
$2,681,635
Investment Income
$-44,094
Other Revenue
$0
All Other Contributions
$100
Change in Net Assets
$52,349
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,555,032
Salaries, Compensation, and Employee Benefits$1,030,260
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$660,038$42,139-$702,177
Depreciation Depletion$546,773$16,910-$563,683
Occupancy$342,791$10,401-$353,192
Other Employee Benefits$164,593$35,001-$199,594
Current Officers, Directors, Trustees, and Key Employees-$98,218-$98,218
Advertising$87,358$2,178-$89,536
Insurance$38,248$1,183-$39,431
Payroll Taxes$24,963$5,308-$30,271
Other Expenses$15,000$21,406-$15,000
Office Expenses$1,831$10,949-$12,780
Fees for Services Accounting-$12,282-$12,282
All Other Expenses$1,908$10,220-$12,128
Travel$3,999$383-$4,382
Fees for Services Legal-$2,818-$2,818
Conferences and Meetings-$303-$303
Total Functional Expenses$2,314,518$270,774$0$2,585,292
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
Deposits - Membership Fees$181,300
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has a corporate member.”

Form 990, Part VI, Section A, Line 7A

“The corporate member (felician services, inc.) holds reserved powers in electing members of the governing body.”

Form 990, Part VI, Section A, Line 7B

“The corporate member (felician services, inc.) holds reserved powers regarding specified decisions of the governing body.”

Form 990, Part VI, Section B, Line 11

“Prior to filing, form 990 was distributed via email to each director for review and comment.”

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

“Officers, directors or trustees and key employees must provide written disclosure regarding interests that could give rise to conflict during the annual board meeting.”

Form 990, Part VI, Section B, Line 15

“The corporate member (felician services, inc.) obtained comparability data in determining compensation of the ceo and top management official.”

Form 990, Part VI, Section C, Line 19

“The organization's 990 is available upon written notice to the contact listed in part vi, section c, line 20. Please allow twenty-four hours, from the time the request is received, for the copy to be ready for pick-up at the organization's front desk.”

Filing and Contact Details

Filer

Filer Name
Felician Village Inc
EIN
39-1601952
Phone
9206847171
Address
1635 SOUTH 21ST STREET, MANITOWOC, WI 54220-5652

Signing Officer

Name
Frank Soltys
Title
President/CEO
Phone
9206847171
Signed
2017-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Soltys
Formed
1987
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
14
Employees
57
Volunteers
114

Preparer

Firm
Kerber Eck & Braeckel Llp
Address
125 SOUTH 84TH STREET SUITE 100, MILWAUKEE, WI 53214-1498
Preparer
Timothy F Harris
Phone
4144561099
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:

“Felician village provided to the public and its residents, at no charge, educational seminars to include dementia education, wellness seminars, a community education radio program, and exercise classes for better balance to help reduce falls. Additionally, in the summer a farmers market and outdoor concerts at the bistro were open to residents as well as the public. Estimated costs to provide these opportunities was $25,000.”

Financial Statement Notes

PART X, LINE 2:

“Felician village, inc., is a not for profit organization under section 501(c)(3) of the internal revenue code and is exempt from income taxes on related income under section 501(a) of the code. The village follows the accounting standards for uncertainty in income taxes. These standards require entities to disclose in their financial statements the nature of any uncertainties in their tax position. Areas that the internal revenue service and state tax authorities consider when examining tax and information returns of a tax-exempt entity include, but are not limited to, tax-exempt status and the existence and amount of unrelated business income. The village does not believe that it has any uncertain tax positions with respect to these or other matters, and has not recorded any unrecognized tax benefits or liability for penalties or interest.”

Raw XML AppendixShowing 400 of 616 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,341,796
Liabilities
$496,462
Net assets
$7,845,334
Revenue
$2,637,641
Expenses
$2,585,292
Net income
$52,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$8.38$0.47$7.91$2.74$2.68$0.06
2016Detailed filing. Detailed filing data is available for this year.$8.34$0.50$7.85$2.64$2.59$0.05
2015Detailed filing. Detailed filing data is available for this year.$8.33$0.53$7.79$2.61$2.56$0.06
2014Detailed filing. Detailed filing data is available for this year.$8.43$0.70$7.74$2.57$2.59$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.42$0.67$7.75$2.83$2.43$0.40
2012Summary only. Only limited summary data is available for this year.$8.02$0.67$7.36$2.09$2.34$0.24
2011Summary only. Only limited summary data is available for this year.$8.25$0.69$7.56$2.12$2.17$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $5M-$10M nonprofits