Civic Intelligence

Rolling Meadows Homes Cooperative

990 • Fiscal year 2018 • EIN 39-1727720

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 06, 2019

Organization ProfileN/A
PO Box 8154Madison, WI 53708

(608) 222-9580

Siviq Scores

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

Liabilities / Assets

90th percentile

0.96x

Higher debt load relative to assets than 90% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

99th percentile

34.35x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

1st percentile

-192%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

43rd percentile

0.1%

Faster asset growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-56%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$9,997,334

Up $6,901 (+0.1%) from 2017

Net Assets

Down

$439,507

Down $534,517 (-55%) from 2017

Liabilities

Up

$9,557,827

Up $541,418 (+6.0%) from 2017

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin1st percentile

Revenue

Down

$278,222

Down $351,423 (-56%) from 2017

Expenses

Down

$812,739

Down $370,168 (-31%) from 2017

Net Income

Up

-$534,517

Up $18,745 (+3.4%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2012: $9,340,298Liabilities 2012: $7,758,962Net Assets 2012: $1,581,3362012Assets 2013: $9,520,136Liabilities 2013: $7,846,923Net Assets 2013: $1,673,2132013Assets 2014: $9,951,698Liabilities 2014: $8,248,163Net Assets 2014: $1,703,5352014Assets 2015: $9,993,368Liabilities 2015: $8,247,101Net Assets 2015: $1,746,2672015Assets 2016: $9,959,784Liabilities 2016: $8,445,668Net Assets 2016: $1,514,1162016Assets 2017: $9,990,433Liabilities 2017: $9,016,409Net Assets 2017: $974,0242017Assets 2018: $9,997,334Liabilities 2018: $9,557,827Net Assets 2018: $439,5072018Assets 2019: $9,687,210Liabilities 2019: $9,930,716Net Assets 2019: -$243,5062019Assets 2020: $9,577,250Liabilities 2020: $9,295,597Net Assets 2020: $281,6532020Assets 2021: $9,520,417Liabilities 2021: $9,785,312Net Assets 2021: -$264,8952021Assets 2022: $9,529,750Liabilities 2022: $10,805,074Net Assets 2022: -$1,275,3242022Assets 2023: $9,722,087Liabilities 2023: $11,751,510Net Assets 2023: -$2,029,4232023Assets 2024: $9,798,097Liabilities 2024: $12,643,597Net Assets 2024: -$2,845,5002024

Highlighted filing

2018

Assets$9,997,334
Liabilities$9,557,827
Net Assets$439,507
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2012: $289,288Expenses 2012: $188,283Net Income 2012: $101,0052012Revenue 2013: $367,811Expenses 2013: $275,614Net Income 2013: $92,1972013Revenue 2014: $391,297Expenses 2014: $360,016Net Income 2014: $31,2812014Revenue 2015: $322,795Expenses 2015: $280,066Net Income 2015: $42,7292015Revenue 2016: $324,546Expenses 2016: $328,170Net Income 2016: -$3,6242016Revenue 2017: $629,645Expenses 2017: $1,182,907Net Income 2017: -$553,2622017Revenue 2018: $278,222Expenses 2018: $812,739Net Income 2018: -$534,5172018Revenue 2019: $284,305Expenses 2019: $967,318Net Income 2019: -$683,0132019Revenue 2020: $327,683Expenses 2020: $927,600Net Income 2020: -$599,9172020Revenue 2021: $800,544Expenses 2021: $1,347,092Net Income 2021: -$546,5482021Revenue 2022: $511,087Expenses 2022: $1,521,516Net Income 2022: -$1,010,4292022Revenue 2023: $554,420Expenses 2023: $1,276,889Net Income 2023: -$722,4692023Revenue 2024: $409,249Expenses 2024: $1,251,317Net Income 2024: -$842,0682024

Highlighted filing

2018

Revenue$278,222
Expenses$812,739
Net Income-$534,517
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 6, 2019
Return Version
2018v3.1
Gross Receipts
$278,222
Mission and Program Overview

Mission

Provide senior citizen housing

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,123,846$9,123,846→ $0
Cash and Non-Interest-Bearing Accounts$866,553$873,455▲ $6,902
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$9,990,433$9,997,334▲ $6,901
Other Assets Total$34$33▼ $1
Liabilities
Other Liabilities$9,016,409$9,557,827▲ $541,418
Total Liabilities$9,016,409$9,557,827▲ $541,418
Net Assets / Fund Balance
Unrestricted Net Assets$974,024$439,507▼ $534,517
Total Net Assets Fund Balance$974,024$439,507▼ $534,517
Total Liabilities and Net Assets / Fund Balance$9,990,433$9,997,334▲ $6,901

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,123,846--
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Maynard StoehrPresident
Kathy DanielsonVice President
Nancy AllenSecretary
Rex DachenbachTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$276,550
Investment Income
$1,672
Other Revenue
$0
Change in Net Assets
$-534,517
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$812,739
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
All Other Expenses$211,137$698-$211,835
Other Expenses$73,399--$73,399
Insurance-$26,883-$26,883
Fees for Services Management-$12,672-$12,672
Office Expenses-$756-$756
Fees for Services Accounting-$710-$710
Interest$391--$391
Advertising-$33-$33
Total Functional Expenses$770,987$41,752$0$812,739
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Equity of Home Sales$9,420,407
Deposit Payable-appel$92,160
Resident Reservation Fees$33,000
Loans From Owners Due Upon Sale$11,500
Prepaid Fees$700
Cell Memorial Fund$60
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Rolling Meadows Homes Cooperative
EIN
39-1727720
Phone
6082229580
Address
PO BOX 8154, MADISON, WI 53708

Signing Officer

Name
Maynard Stoehr
Title
President
Signed
2019-11-06
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Mary J Himsel-DeGroot CPA
Address
100 W Dean Ave, Monona, WI 53716
Preparer
Mary J Degroot CPA
Phone
6086308888
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

“APPLIANCE REPAIRS: Column (A) - Total = $12497; Column (B) - Program Services = $12497; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“BANK FEES: Column (A) - Total = $229; Column (B) - Program Services = $0; Column (C) - Management & General = $229; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“EXTERIOR DOORS & WINDOWS: Column (A) - Total = $14127; Column (B) - Program Services = $14127; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“EXTERIOR/INTERIOR MNTC: Column (A) - Total = $88; Column (B) - Program Services = $88; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“FURNACE & FLOOR REPLACEMENT: Column (A) - Total = $47707; Column (B) - Program Services = $47707; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“FURNACE/AIR COND SERV: Column (A) - Total = $14893; Column (B) - Program Services = $14893; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“GROUNDS/LANDSCAPING: Column (A) - Total = $62061; Column (B) - Program Services = $62061; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“MAINTENANCE SUPPLIES: Column (A) - Total = $4471; Column (B) - Program Services = $4471; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PEST CONTROL: Column (A) - Total = $1820; Column (B) - Program Services = $1820; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PILOT: Column (A) - Total = $37790; Column (B) - Program Services = $37790; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PLUMBING WORK: Column (A) - Total = $13688; Column (B) - Program Services = $13688; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“SNOW REMOVAL/SALTING: Column (A) - Total = $135; Column (B) - Program Services = $135; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“TELEPHONE: Column (A) - Total = $469; Column (B) - Program Services = $0; Column (C) - Management & General = $469; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“UTILTIES: Column (A) - Total = $1860; Column (B) - Program Services = $1860; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Raw XML AppendixShowing 400 of 433 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/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE SENIOR CITIZEN HOUSING
IRS990/AdvertisingGrp/ManagementAndGeneralAmt033
IRS990/AdvertisingGrp/TotalAmt033
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0698
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0211137
IRS990/AllOtherExpensesGrp/TotalAmt0211835
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CARRYL COMPANY
IRS990/BooksInCareOfDetail/PhoneNum06082229580
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 8154
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053708
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0866553
IRS990/CashNonInterestBearingGrp/EOYAmt0873455
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01672
IRS990/CYOtherExpensesAmt0812739
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0276550
IRS990/CYRevenuesLessExpensesAmt0-534517
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0812739
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0278222
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0SINCE ITS INCEPTION ON MARCH 1, 1992, THE ROLLING MEADOWS HOMES COOPERATIVE UNDER A TAX EXEMPT STATUS, HAS DEVELOPED AND SOLD RESIDENTIAL UNITS. THE CORPORATION RECEIVES ITS OPERATING FUNDS FROM SENIOR CITIZENS IN THE FORM OF MONTHLY DUES. THESE FUNDS ARE USED TO MANAGE AND MAINTAIN THE BUILDINGS AND GROUNDS. ANY SURPLUS REVENUES ARE USED FOR THE BENEFIT OF THE RESIDENTS OF ROLLING MEADOWS HOME COOPERATIVE HOUSING COMPLEX.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0770987
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0710
IRS990/FeesForServicesAccountingGrp/TotalAmt0710
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt012672
IRS990/FeesForServicesManagementGrp/TotalAmt012672
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0MAYNARD STOEHR
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHY DANIELSON
IRS990/Form990PartVIISectionAGrp/PersonNm2REX DACHENBACH
IRS990/Form990PartVIISectionAGrp/PersonNm3NANCY ALLEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0278222
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt026883
IRS990/InsuranceGrp/TotalAmt026883
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt0391
IRS990/InterestGrp/TotalAmt0391
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01672
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01672
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09123846
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09123846
IRS990/LandBldgEquipCostOrOtherBssAmt09123846
IRS990/LegalDomicileStateCd0WI
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0true
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0PROVIDE SENIOR CITIZEN HOUSING
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0974024
IRS990/NetAssetsOrFundBalancesEOYAmt0439507
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0756
IRS990/OfficeExpensesGrp/TotalAmt0756
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt034
IRS990/OtherAssetsTotalGrp/EOYAmt033
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PAY OUT UNIT SHARES
IRS990/OtherExpensesGrp/Desc1GENERAL MAINTENANCE
IRS990/OtherExpensesGrp/Desc2SALE OF UNIT-REPAIRS
IRS990/OtherExpensesGrp/Desc3FLOORING REPLACEMENT
IRS990/OtherExpensesGrp/ProgramServicesAmt0237223
IRS990/OtherExpensesGrp/ProgramServicesAmt1128182
IRS990/OtherExpensesGrp/ProgramServicesAmt2120655
IRS990/OtherExpensesGrp/ProgramServicesAmt373399
IRS990/OtherExpensesGrp/TotalAmt0237223
IRS990/OtherExpensesGrp/TotalAmt1128182
IRS990/OtherExpensesGrp/TotalAmt2120655
IRS990/OtherExpensesGrp/TotalAmt373399
IRS990/OtherLiabilitiesGrp/BOYAmt09016409
IRS990/OtherLiabilitiesGrp/EOYAmt09557827
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2531390
IRS990/ProgramServiceRevenueGrp/BusinessCd3531190
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2SALE OF HOMES
IRS990/ProgramServiceRevenueGrp/Desc3SALE OF SHARES OF UNIT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt050
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1276500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt050
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1276500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0945
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01182907
IRS990/PYProgramServiceRevenueAmt0628700
IRS990/PYRevenuesLessExpensesAmt0-553262
IRS990/PYTotalExpensesAmt01182907
IRS990/PYTotalRevenueAmt0629645
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-534517
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0278700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0327692
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0321457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0390515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01318364
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0944
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01696
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01338
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0782
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0944
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01696
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01338
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0782
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04760
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt01318364
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0278700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0327692
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0321457
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0390515
IRS990ScheduleA/Total509Grp/TotalAmt01318364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0279644
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0329388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0322795
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0391297
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01323124
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt09123846
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt09123846
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt060
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt192160
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt29420407
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt311500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt533000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CELL MEMORIAL FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEPOSIT PAYABLE-APPEL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2EQUITY OF HOME SALES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3LOANS FROM OWNERS DUE UPON SALE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4PREPAID FEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5RESIDENT RESERVATION FEES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09123846
IRS990ScheduleD/TotalLiabilityAmt09557827
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0CASH FLOW
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt05000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0M BRENZEL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0MEMBER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2APPLIANCE REPAIRS: Column (A) - Total = $12497; Column (B) - Program Services = $12497; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES: Column (A) - Total = $229; Column (B) - Program Services = $0; Column (C) - Management & General = $229; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXTERIOR DOORS & WINDOWS: Column (A) - Total = $14127; Column (B) - Program Services = $14127; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXTERIOR/INTERIOR MNTC: Column (A) - Total = $88; Column (B) - Program Services = $88; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FURNACE & FLOOR REPLACEMENT: Column (A) - Total = $47707; Column (B) - Program Services = $47707; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FURNACE/AIR COND SERV: Column (A) - Total = $14893; Column (B) - Program Services = $14893; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GROUNDS/LANDSCAPING: Column (A) - Total = $62061; Column (B) - Program Services = $62061; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MAINTENANCE SUPPLIES: Column (A) - Total = $4471; Column (B) - Program Services = $4471; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PEST CONTROL: Column (A) - Total = $1820; Column (B) - Program Services = $1820; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PILOT: Column (A) - Total = $37790; Column (B) - Program Services = $37790; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PLUMBING WORK: Column (A) - Total = $13688; Column (B) - Program Services = $13688; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13SNOW REMOVAL/SALTING: Column (A) - Total = $135; Column (B) - Program Services = $135; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14TELEPHONE: Column (A) - Total = $469; Column (B) - Program Services = $0; Column (C) - Management & General = $469; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15UTILTIES: Column (A) - Total = $1860; Column (B) - Program Services = $1860; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e: Other Expenses
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09990433
IRS990/TotalAssetsEOYAmt09997334
IRS990/TotalAssetsGrp/BOYAmt09990433
IRS990/TotalAssetsGrp/EOYAmt09997334
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041752
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0770987
IRS990/TotalFunctionalExpensesGrp/TotalAmt0812739
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09016409
IRS990/TotalLiabilitiesEOYAmt09557827
IRS990/TotalLiabilitiesGrp/BOYAmt09016409
IRS990/TotalLiabilitiesGrp/EOYAmt09557827
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0974024
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0439507
IRS990/TotalProgramServiceExpensesAmt0770987
IRS990/TotalProgramServiceRevenueAmt0276550
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0278222
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0278222
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09990433
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09997334
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0974024
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0439507
IRS990/USAddress/AddressLine1Txt0PO BOX 8154
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,997,334
Liabilities
$9,557,827
Net assets
$439,507
Revenue
$278,222
Expenses
$812,739
Net income
-$534,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.80$12.6$2.85$0.41$1.25$0.84
2023Detailed filing. Detailed filing data is available for this year.$9.72$11.8$2.03$0.55$1.28$0.72
2022Detailed filing. Detailed filing data is available for this year.$9.53$10.8$1.28$0.51$1.52$1.01
2021Detailed filing. Detailed filing data is available for this year.$9.52$9.79$0.26$0.80$1.35$0.55
2020Detailed filing. Detailed filing data is available for this year.$9.58$9.30$0.28$0.33$0.93$0.60
2019Detailed filing. Detailed filing data is available for this year.$9.69$9.93$0.24$0.28$0.97$0.68
2018Detailed filing. Detailed filing data is available for this year.$10.00$9.56$0.44$0.28$0.81$0.53
2017Detailed filing. Detailed filing data is available for this year.$9.99$9.02$0.97$0.63$1.18$0.55
2016Detailed filing. Detailed filing data is available for this year.$9.96$8.45$1.51$0.32$0.33$0.00
2015Detailed filing. Detailed filing data is available for this year.$9.99$8.25$1.75$0.32$0.28$0.04
2014Summary only. Only limited summary data is available for this year.$9.95$8.25$1.70$0.39$0.36$0.03
2013Summary only. Only limited summary data is available for this year.$9.52$7.85$1.67$0.37$0.28$0.09
2012Summary only. Only limited summary data is available for this year.$9.34$7.76$1.58$0.29$0.19$0.10