Civic Intelligence

H O L I E of West Allis Inc.

EIN 39-1694275 • 501(c)3 • Mequon, WI

Pub. 78 Eligible

Profile

To provide housing for low income elderly individuals.

11520 North Port Washington Rd 102Mequon, WI 53092

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

99th percentile

3.81x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

98th percentile

5.95x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

58th percentile

8.7%

Higher net margin than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

55th percentile

5.3%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

50th percentile

6.9%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$627,223

Up $31,674 (+5.3%) from 2024

Liabilities

Down

$2,387,078

Down $3,160 (-0.1%) from 2024

Net Assets

Up

-$1,759,855

Up $34,834 (+1.9%) from 2024

Operations
Liabilities / Revenue98th percentileNet Margin58th percentile

Revenue

Up

$401,041

Up $25,960 (+6.9%) from 2024

Expenses

Up

$366,207

Up $23,812 (+7.0%) from 2024

Net Income

Up

$34,834

Up $2,148 (+6.6%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$2.0M$0-$2.0MAssets 2012: $1,059,177Liabilities 2012: $2,385,099Net Assets 2012: -$1,325,9222012Assets 2013: $1,014,411Liabilities 2013: $2,388,383Net Assets 2013: -$1,373,9722013Assets 2014: $953,071Liabilities 2014: $2,390,620Net Assets 2014: -$1,437,5492014Assets 2015: $918,368Liabilities 2015: $2,390,058Net Assets 2015: -$1,471,6902015Assets 2016: $881,575Liabilities 2016: $2,385,114Net Assets 2016: -$1,503,5392016Assets 2017: $782,720Liabilities 2017: $2,382,139Net Assets 2017: -$1,599,4192017Assets 2018: $706,513Liabilities 2018: $2,382,516Net Assets 2018: -$1,676,0032018Assets 2019: $617,287Liabilities 2019: $2,385,812Net Assets 2019: -$1,768,5252019Assets 2020: $600,499Liabilities 2020: $2,384,710Net Assets 2020: -$1,784,2112020Assets 2021: $628,924Liabilities 2021: $2,390,884Net Assets 2021: -$1,761,9602021Assets 2022: $672,872Liabilities 2022: $2,385,512Net Assets 2022: -$1,712,6402022Assets 2023: $690,738Liabilities 2023: $2,390,266Net Assets 2023: -$1,699,5282023Assets 2024: $595,549Liabilities 2024: $2,390,238Net Assets 2024: -$1,794,6892024Assets 2025: $627,223Liabilities 2025: $2,387,078Net Assets 2025: -$1,759,8552025

Highlighted filing

2025

Assets$627,223
Liabilities$2,387,078
Net Assets-$1,759,855
Open 2025 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2012: $296,0772012Revenue 2013: $262,747Expenses 2013: $310,795Net Income 2013: -$48,0482013Revenue 2014: $294,728Expenses 2014: $358,304Net Income 2014: -$63,5762014Revenue 2015: $297,173Expenses 2015: $331,313Net Income 2015: -$34,1402015Revenue 2016: $297,389Expenses 2016: $329,238Net Income 2016: -$31,8492016Revenue 2017: $294,855Expenses 2017: $390,735Net Income 2017: -$95,8802017Revenue 2018: $301,830Expenses 2018: $378,414Net Income 2018: -$76,5842018Revenue 2019: $299,252Expenses 2019: $391,774Net Income 2019: -$92,5222019Revenue 2020: $343,439Expenses 2020: $359,125Net Income 2020: -$15,6862020Revenue 2021: $355,243Expenses 2021: $332,992Net Income 2021: $22,2512021Revenue 2022: $362,535Expenses 2022: $313,215Net Income 2022: $49,3202022Revenue 2023: $369,166Expenses 2023: $356,053Net Income 2023: $13,1132023Revenue 2024: $375,081Expenses 2024: $342,395Net Income 2024: $32,6862024Revenue 2025: $401,041Expenses 2025: $366,207Net Income 2025: $34,8342025

Highlighted filing

2025

Revenue$401,041
Expenses$366,207
Net Income$34,834
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$627,223
Liabilities
$2,387,078
Net assets
-$1,759,855
Revenue
$401,041
Expenses
$366,207
Net income
$34,834
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.63$2.39$1.76$0.40$0.37$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.60$2.39$1.79$0.38$0.34$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.69$2.39$1.70$0.37$0.36$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.67$2.39$1.71$0.36$0.31$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.63$2.39$1.76$0.36$0.33$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.60$2.38$1.78$0.34$0.36$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.62$2.39$1.77$0.30$0.39$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.71$2.38$1.68$0.30$0.38$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.78$2.38$1.60$0.29$0.39$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.88$2.39$1.50$0.30$0.33$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.92$2.39$1.47$0.30$0.33$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.95$2.39$1.44$0.29$0.36$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$2.39$1.37$0.26$0.31$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$2.39$1.33$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$401,041
Mission and Program Overview

Mission

To provide housing for low income elderly individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$289,117$277,858▼ $11,259
Cash and Non-Interest-Bearing Accounts$54,251$66,799▲ $12,548
Prepaid Expenses and Deferred Charges$7,884--
Accounts Receivable$3,082$1,234▼ $1,848
Total Assets$595,549$627,223▲ $31,674
Other Assets Total$241,215$281,332▲ $40,117
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,361,000$2,361,000→ $0
Other Liabilities$16,688$17,215▲ $527
Accounts Payable and Accrued Expenses$12,226$7,966▼ $4,260
Deferred Revenue$324$897▲ $573
Total Liabilities$2,390,238$2,387,078▼ $3,160
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,794,689$-1,759,855▲ $34,834
Total Net Assets Fund Balance$-1,794,689$-1,759,855▲ $34,834
Total Liabilities and Net Assets / Fund Balance$595,549$627,223▲ $31,674

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$75,358$2,171,942$2,247,300
Land$202,500-$202,500
Equipment-$55,854$55,854
Other Assets Org$17,551--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Rev Fred Thomas-breitfeldPresident/di
Mr Mike PlickaDirector
Rev Ed RuenDirector
Rev Gail Brodersen-heinsDirector
Rev Gail HuebnerDirector
Rev Mark ThompsonDirector
Rev Paul ArmstrongDirector
Rev Richard PetersenDirector
Mr Wayne LundeSecretary/tr
Mr Thomas F RaaschVice Pres./d
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$393,925
Investment Income
$506
Other Revenue
$6,610
Change in Net Assets
$34,834

Audited Revenue Reconciliation

Revenue per Audited Statements
$401,041
Total Revenue per Audited Statements
$401,041
Total Revenue per Form 990
$401,041
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$366,207
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$13,416$55,333-$68,749
All Other Expenses$31,450$29,378-$60,828
Fees for Services Management-$35,868-$35,868
Fees for Services Accounting-$21,250-$21,250
Other Expenses$20,005--$20,005
Insurance$19,933--$19,933
Depreciation Depletion$11,259--$11,259
Office Expenses-$6,284-$6,284
Advertising-$2,800-$2,800
Total Functional Expenses$215,294$150,913$0$366,207

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$366,207
Total Expenses per Audited Statements$366,207
Total Expenses per Form 990$366,207
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits Held in Trust$17,215
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Rev. Fred thomas-breitfeld pres./dir independent mr. Thomas f. Raasch v. Pres./dir independent mr. Wayne lunde sec/tres/dir independent rev. Paul armstrong director independent rev. Gail brodersen-heins director independent rev. Gail huebner director independent rev. Richard petersen director independent mr. Mike plicka director independent rev. Ed ruen director independent rev. Mark thompson director independent”

Form 990, Page 6, Part VI, Line 3

“Management company: becker property services, llc 11520 north port washington road, suite 102 mequon, wi 53092”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by management of the governing body.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Holie of West Allis Inc
EIN
39-1694275
Phone
2622409406
Address
11520 NORTH PORT WASHINGTON RD 102, MEQUON, WI 53092

Signing Officer

Name
Rev Fred Thomas-breitfeld
Title
President/director
Phone
2622409406
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rev Fred Thomas-breitfeld
Formed
1991
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Jankins Jablonski LLC
Address
6220A S 108TH ST, HALES CORNERS, WI 53130-2527
Preparer
Joseph J Jablonski CPA
Phone
4148582282
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Subcontract labor - security 1,881 0 0 subcontract labor - maint. 11,535 0 0 subcontract labor - office 0 26,550 0 subcontract labor - mgmt. 0 28,783 0 total 13,416 55,333 0”

Form 990, Part IX, Line 24E

“Other renting expenses 0 19,785 0 supplies 19,385 0 0 misc operating & maint 5,824 0 0 bad debts 0 5,026 0 misc administrative 0 4,567 0 snow removal 3,195 0 0 heating - cooling repairs 2,350 0 0 vehicle & maint equip exp 645 0 0 misctaxes,license,permits 51 0 0 total 31,450 29,378 0”

Financial Statement Notes

Schedule D, Page 3, Part X

“The corporation is an organization exempt from income tax under the provisions of section 501(c)(3) of the internal revenue code. No provision or benefit for income taxes has been included in these financial statements due to ethe exempt status of the corporation. The corporation is subject to routine examinations by tax authorites; however, there are currently no examinations in progress for any tax periods. The corporation believes it is no longer subject to income tax examinations for the years prior to the year ended june 30, 2022.”

Raw XML AppendixShowing 400 of 445 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/OtherExpensesGrp/Desc1REAL ESTATE TAXES
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3GARBAGE & TRASH REMOVAL
IRS990/OtherExpensesGrp/ProgramServicesAmt041215
IRS990/OtherExpensesGrp/ProgramServicesAmt140584
IRS990/OtherExpensesGrp/ProgramServicesAmt237432
IRS990/OtherExpensesGrp/ProgramServicesAmt320005
IRS990/OtherExpensesGrp/TotalAmt041215
IRS990/OtherExpensesGrp/TotalAmt140584
IRS990/OtherExpensesGrp/TotalAmt237432
IRS990/OtherExpensesGrp/TotalAmt320005
IRS990/OtherLiabilitiesGrp/BOYAmt016688
IRS990/OtherLiabilitiesGrp/EOYAmt017215
IRS990/OtherRevenueMiscGrp/Desc0LAUNDRY & VENDING REVENUE
IRS990/OtherRevenueMiscGrp/Desc1TENANT CHARGES
IRS990/OtherRevenueMiscGrp/ExclusionAmt03753
IRS990/OtherRevenueMiscGrp/ExclusionAmt12857
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03753
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12857
IRS990/OtherRevenueTotalAmt06610
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07884
IRS990/PrincipalOfficerNm0REV FRED THOMAS-BREITFELD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RENT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1TENANT ASSISTANCE PAYMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0198054
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1195871
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0198054
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1195871
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0521
IRS990/PYOtherExpensesAmt0342395
IRS990/PYOtherRevenueAmt07428
IRS990/PYProgramServiceRevenueAmt0367132
IRS990/PYRevenuesLessExpensesAmt032686
IRS990/PYTotalExpensesAmt0342395
IRS990/PYTotalRevenueAmt0375081
IRS990/ReconcilationRevenueExpnssAmt034834
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0393925
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0LAUNDRY & VENDING REVENUE 18,710 TENANT CHARGES 13,983
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0506
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0521
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0573
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt059
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt058
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01717
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0393925
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0367132
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0361215
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0356853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0349531
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01828656
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt03753
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt03753
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0506
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0521
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0573
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt059
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt058
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01717
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt01857
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt01857
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt06610
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt07428
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt07378
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt05623
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt05654
IRS990ScheduleA/OtherIncome509Grp/TotalAmt032693
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98060
IRS990ScheduleA/PublicSupportPY509Pct00.98010
IRS990ScheduleA/PublicSupportTotal509Amt01832409
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0397678
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0367132
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0361215
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0356853
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0349531
IRS990ScheduleA/Total509Grp/TotalAmt01832409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0406651
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0375081
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0369166
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0362535
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0355243
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01868676
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt075358
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02171942
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02247300
IRS990ScheduleD/EquipmentGrp/DepreciationAmt055854
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt055854
IRS990ScheduleD/ExpensesSubtotalAmt0366207
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0202500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0202500
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0200588
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt135522
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt227671
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt317551
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017215
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/RevenueSubtotalAmt0401041
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION IS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION OR BENEFIT FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS DUE TO ETHE EXEMPT STATUS OF THE CORPORATION. THE CORPORATION IS SUBJECT TO ROUTINE EXAMINATIONS BY TAX AUTHORITES; HOWEVER, THERE ARE CURRENTLY NO EXAMINATIONS IN PROGRESS FOR ANY TAX PERIODS. THE CORPORATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO THE YEAR ENDED JUNE 30, 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0277858
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0281332
IRS990ScheduleD/TotalExpensesPerForm990Amt0366207
IRS990ScheduleD/TotalLiabilityAmt017215
IRS990ScheduleD/TotalRevenuePerForm990Amt0401041
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0401041
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0366207
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REV. FRED THOMAS-BREITFELD PRES./DIR INDEPENDENT MR. THOMAS F. RAASCH V. PRES./DIR INDEPENDENT MR. WAYNE LUNDE SEC/TRES/DIR INDEPENDENT REV. PAUL ARMSTRONG DIRECTOR INDEPENDENT REV. GAIL BRODERSEN-HEINS DIRECTOR INDEPENDENT REV. GAIL HUEBNER DIRECTOR INDEPENDENT REV. RICHARD PETERSEN DIRECTOR INDEPENDENT MR. MIKE PLICKA DIRECTOR INDEPENDENT REV. ED RUEN DIRECTOR INDEPENDENT REV. MARK THOMPSON DIRECTOR INDEPENDENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT COMPANY: BECKER PROPERTY SERVICES, LLC 11520 NORTH PORT WASHINGTON ROAD, SUITE 102 MEQUON, WI 53092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY MANAGEMENT OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUBCONTRACT LABOR - SECURITY 1,881 0 0 SUBCONTRACT LABOR - MAINT. 11,535 0 0 SUBCONTRACT LABOR - OFFICE 0 26,550 0 SUBCONTRACT LABOR - MGMT. 0 28,783 0 TOTAL 13,416 55,333 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER RENTING EXPENSES 0 19,785 0 SUPPLIES 19,385 0 0 MISC OPERATING & MAINT 5,824 0 0 BAD DEBTS 0 5,026 0 MISC ADMINISTRATIVE 0 4,567 0 SNOW REMOVAL 3,195 0 0 HEATING - COOLING REPAIRS 2,350 0 0 VEHICLE & MAINT EQUIP EXP 645 0 0 MISCTAXES,LICENSE,PERMITS 51 0 0 TOTAL 31,450 29,378 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HOLIE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237098679
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04535 WEST OKLAHOMA AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MILWAUKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053219
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0595549
IRS990/TotalAssetsEOYAmt0627223
IRS990/TotalAssetsGrp/BOYAmt0595549
IRS990/TotalAssetsGrp/EOYAmt0627223
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0150913
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0215294
IRS990/TotalFunctionalExpensesGrp/TotalAmt0366207
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02390238
IRS990/TotalLiabilitiesEOYAmt02387078
IRS990/TotalLiabilitiesGrp/BOYAmt02390238
IRS990/TotalLiabilitiesGrp/EOYAmt02387078
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1794689
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1759855
IRS990/TotalProgramServiceExpensesAmt0215294
IRS990/TotalProgramServiceRevenueAmt0393925
IRS990/TotalRevenueGrp/ExclusionAmt07116
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0393925

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