Civic Intelligence

The Salem Green Benevolent Corporation

990 • Fiscal year 2013 • EIN 39-1644553

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 15, 2014

322 North Highland AvenuePlymouth, WI 53073

(920) 892-2912

Siviq Scores

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

Liabilities / Assets

92nd percentile

1.07x

Higher debt load relative to assets than 92% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

99th percentile

17.74x

Higher debt load relative to revenue than 99% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

4th percentile

-72%

Higher net margin than 4% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

26th percentile

-3.3%

Faster asset growth than 26% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

10th percentile

-26%

Faster revenue growth than 10% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Assets

Down

$4,042,595

Down $139,268 (-3.3%) from 2012

Net Assets

Down

-$289,293

Down $95,332 (-49%) from 2012

Liabilities

Down

$4,331,888

Down $43,936 (-1.0%) from 2012

Revenue

Down

$244,171

Down $84,331 (-26%) from 2012

Expenses

Down

$418,871

Down $37,556 (-8.2%) from 2012

Net Income

Down

-$174,700

Down $46,775 (-37%) from 2012

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,221,684Liabilities 2011: $4,356,348Net Assets 2011: -$134,6642011Assets 2012: $4,181,863Liabilities 2012: $4,375,824Net Assets 2012: -$193,9612012Assets 2013: $4,042,595Liabilities 2013: $4,331,888Net Assets 2013: -$289,2932013Assets 2014: $4,199,281Liabilities 2014: $4,484,959Net Assets 2014: -$285,6782014Assets 2015: $4,163,470Liabilities 2015: $4,567,948Net Assets 2015: -$404,4782015Assets 2016: $4,062,170Liabilities 2016: $4,529,862Net Assets 2016: -$467,6922016Assets 2017: $4,107,831Liabilities 2017: $4,623,396Net Assets 2017: -$515,5652017Assets 2018: $4,178,013Liabilities 2018: $4,677,941Net Assets 2018: -$499,9282018Assets 2019: $4,340,642Liabilities 2019: $4,665,946Net Assets 2019: -$325,3042019Assets 2020: $4,616,137Liabilities 2020: $4,757,889Net Assets 2020: -$141,7522020Assets 2021: $4,775,987Liabilities 2021: $4,789,704Net Assets 2021: -$13,7172021Assets 2022: $4,327,692Liabilities 2022: $4,806,579Net Assets 2022: -$478,8872022Assets 2023: $4,580,619Liabilities 2023: $4,866,551Net Assets 2023: -$285,9322023Assets 2024: $4,932,646Liabilities 2024: $4,914,022Net Assets 2024: $18,6242024

Highlighted filing

2013

Assets$4,042,595
Liabilities$4,331,888
Net Assets-$289,293

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $317,128Expenses 2011: $398,368Net Income 2011: -$81,2402011Revenue 2012: $328,502Expenses 2012: $456,427Net Income 2012: -$127,9252012Revenue 2013: $244,171Expenses 2013: $418,871Net Income 2013: -$174,7002013Revenue 2014: $383,681Expenses 2014: $448,737Net Income 2014: -$65,0562014Revenue 2015: $361,478Expenses 2015: $484,189Net Income 2015: -$122,7112015Revenue 2016: $264,021Expenses 2016: $429,726Net Income 2016: -$165,7052016Revenue 2017: $361,918Expenses 2017: $436,275Net Income 2017: -$74,3572017Revenue 2018: $468,896Expenses 2018: $423,075Net Income 2018: $45,8212018Revenue 2019: $435,843Expenses 2019: $468,535Net Income 2019: -$32,6922019Revenue 2020: $421,466Expenses 2020: $458,546Net Income 2020: -$37,0802020Revenue 2021: $594,712Expenses 2021: $330,382Net Income 2021: $264,3302021Revenue 2022: $300,894Expenses 2022: $292,464Net Income 2022: $8,4302022Revenue 2023: $441,853Expenses 2023: $378,599Net Income 2023: $63,2542023Revenue 2024: $551,304Expenses 2024: $349,436Net Income 2024: $201,8682024

Highlighted filing

2013

Revenue$244,171
Expenses$418,871
Net Income-$174,700
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 15, 2014
Return Version
2013v3.0
Gross Receipts
$507,643
Mission and Program Overview

Mission

Providing shelter and activities for the elderly.

Provide shelter and activities for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,769,255$2,691,584▼ $77,671
Savings and Temporary Cash Investments$1,148,382$993,906▼ $154,476
Investments Program Related$251,282$347,888▲ $96,606
Prepaid Expenses and Deferred Charges$4,185$5,076▲ $891
Cash and Non-Interest-Bearing Accounts$1,806$919▼ $887
Total Assets$4,181,863$4,042,595▼ $139,268
Other Assets Total$6,953$3,222▼ $3,731
Liabilities
Other Liabilities$4,370,948$4,328,948▼ $42,000
Accounts Payable and Accrued Expenses$4,876$2,940▼ $1,936
Total Liabilities$4,375,824$4,331,888▼ $43,936
Net Assets / Fund Balance
Unrestricted Net Assets$-193,961$-289,293▼ $95,332
Total Net Assets Fund Balance$-193,961$-289,293▼ $95,332
Total Liabilities and Net Assets / Fund Balance$4,181,863$4,042,595▼ $139,268

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,679,563$1,966,982$4,646,545
Equipment$12,021$96,381$108,402
Investment Program Related Org$347,888--
Other Land Buildings-$0$0
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard GroenePresident
Richard JaroschVice-president
Dennis FuerstDirector
Pat SchoeningDirector
Ralph GroeneDirector
Betty KlemmeSecretary
Robert BecherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$217,422
Investment Income
$18,310
Other Revenue
$8,439
Change in Net Assets
$-174,700
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$359,248
Salaries, Compensation, and Employee Benefits$59,623
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$173,323$4,370-$177,693
Occupancy$124,354--$124,354
Other Salaries and Wages$37,789$19,021-$56,810
Insurance$8,067$3,457-$11,524
Fees for Services Accounting-$3,425-$3,425
Payroll Taxes$1,743$1,070-$2,813
Fees for Service Investment Mgmnt Fees-$2,723-$2,723
Other Expenses$1,507$646-$2,153
Office Expenses$1,149$492-$1,641
All Other Expenses$605--$605
Total Functional Expenses$381,199$37,672$0$418,871
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
Acceptance Fee Deposits$4,328,948
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
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
No
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 6

Owned by salem united church of christ, plymouth, wi 53073

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

Salem united church of christ appoints or elects the governing body.

Form 990, Part VI, Section B, Line 11

Copy of return distributed to board of directors.

Form 990, Part VI, Section C, Line 19

Distributed to board members at board of directors meeting, general public and residents of facility upon request.

Form 990, Part VII

Richard jarosch - w5504 cty. Rd. J, plymouth, wi 53073. Robert becher - 414 francis ave., cascade, wi 53011. Pat schoening - n6688 county rd. P, plymouth, wi 53073. Ralph groene - 611 appleton st. Apt. 111, plymouth, wi 53073. Betty klemme - n6222 state road 57, plymouth, wi 53073. Dennis fuerst - 411 bittersweet lane, plymouth, wi 53073. Richard groene - w5747 jason court, plymouth, wi 53073.

Filing and Contact Details

Filer

EIN
39-1644553
Phone
9208922912

Signing Officer

Name
Richard Groene
Title
President
Phone
9208924420
Signed
2014-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Groene
Formed
1989
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
4
Volunteers
0

Preparer

Preparer
David R Begalke CPA
Phone
9204583591
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Tax depreciation in excess of book depreciation 79,368.

Financial Statement Notes

PART X, LINE 2:

There are no uncertain tax positions.

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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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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt030806
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt028855
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt041449
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt031875
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0170991
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0214699
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0284890
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0274870
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0271663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0238070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01284192
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt038006
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt030806
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt028855
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt041449
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt031875
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0170991
IRS990ScheduleA/InvestmentIncomeCYPct00.11620
IRS990ScheduleA/InvestmentIncomePYPct00.12820
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0340
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt06881
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt09174
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0102
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0388
IRS990ScheduleA/OtherIncome509Grp/TotalAmt016885
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87240
IRS990ScheduleA/PublicSupportPY509Pct00.86090
IRS990ScheduleA/PublicSupportTotal509Amt01284192
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0214699
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0284890
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0274870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0271663
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0238070
IRS990ScheduleA/Total509Grp/TotalAmt01284192
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0253045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0322577
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0312899
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0313214
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0270333
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01472068
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02679563
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01966982
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04646545
IRS990ScheduleD/EquipmentGrp/BookValueAmt012021
IRS990ScheduleD/EquipmentGrp/DepreciationAmt096381
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0108402
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0347888
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0LPL FINANCIAL - MUTUAL FUNDS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04328948
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCEPTANCE FEE DEPOSITS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02691584
IRS990ScheduleD/TotalBookValueProgramRltdAmt0347888
IRS990ScheduleD/TotalLiabilityAmt04328948
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OWNED BY SALEM UNITED CHURCH OF CHRIST, PLYMOUTH, WI 53073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SALEM UNITED CHURCH OF CHRIST APPOINTS OR ELECTS THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPY OF RETURN DISTRIBUTED TO BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISTRIBUTED TO BOARD MEMBERS AT BOARD OF DIRECTORS MEETING, GENERAL PUBLIC AND RESIDENTS OF FACILITY UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RICHARD JAROSCH - W5504 CTY. RD. J, PLYMOUTH, WI 53073. ROBERT BECHER - 414 FRANCIS AVE., CASCADE, WI 53011. PAT SCHOENING - N6688 COUNTY RD. P, PLYMOUTH, WI 53073. RALPH GROENE - 611 APPLETON ST. APT. 111, PLYMOUTH, WI 53073. BETTY KLEMME - N6222 STATE ROAD 57, PLYMOUTH, WI 53073. DENNIS FUERST - 411 BITTERSWEET LANE, PLYMOUTH, WI 53073. RICHARD GROENE - W5747 JASON COURT, PLYMOUTH, WI 53073.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAX DEPRECIATION IN EXCESS OF BOOK DEPRECIATION 79,368.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04181863
IRS990/TotalAssetsEOYAmt04042595
IRS990/TotalAssetsGrp/BOYAmt04181863
IRS990/TotalAssetsGrp/EOYAmt04042595
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037672
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0381199
IRS990/TotalFunctionalExpensesGrp/TotalAmt0418871
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04375824
IRS990/TotalLiabilitiesEOYAmt04331888
IRS990/TotalLiabilitiesGrp/BOYAmt04375824
IRS990/TotalLiabilitiesGrp/EOYAmt04331888
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-193961
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-289293
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0381199
IRS990/TotalProgramServiceRevenueAmt0217422
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt030015
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0214156
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0244171
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04181863
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04042595
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-193961
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-289293
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10W5747 JASON COURT
IRS990/USAddress/City0PLYMOUTH
IRS990/USAddress/State0WI
IRS990/USAddress/ZIPCode053073

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.93$4.91$0.02$0.55$0.35$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$4.87$0.29$0.44$0.38$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.33$4.81$0.48$0.30$0.29$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$4.79$0.01$0.59$0.33$0.26
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.62$4.76$0.14$0.42$0.46$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$4.67$0.33$0.44$0.47$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.18$4.68$0.50$0.47$0.42$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$4.62$0.52$0.36$0.44$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$4.53$0.47$0.26$0.43$0.17
2015Detailed filing. Detailed filing data is available for this year.$4.16$4.57$0.40$0.36$0.48$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.20$4.48$0.29$0.38$0.45$0.07
2013Detailed filing. Detailed filing data is available for this year.$4.04$4.33$0.29$0.24$0.42$0.17
2012Summary only. Only limited summary data is available for this year.$4.18$4.38$0.19$0.33$0.46$0.13
2011Summary only. Only limited summary data is available for this year.$4.22$4.36$0.13$0.32$0.40$0.08
Peer Organizations

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