Civic Intelligence

Juniper Court Inc.

990 • Fiscal year 2020 • EIN 39-1743300

Aug 01, 2019 to Jul 31, 2020 • Filed on Nov 12, 2020

3209 South Lake DriveSt Francis, WI 53235

(414) 744-5878

Siviq Scores

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

Liabilities / Assets

98th percentile

1.87x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

4.33x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

31st percentile

-3.7%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

7th percentile

-20%

Faster asset growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-3.0%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$984,932

Down $250,870 (-20%) from 2019

Net Assets

Down

-$859,049

Down $15,717 (-1.9%) from 2019

Liabilities

Down

$1,843,981

Down $235,153 (-11%) from 2019

Revenue

Down

$425,916

Down $13,375 (-3.0%) from 2019

Expenses

Down

$441,633

Down $6,113 (-1.4%) from 2019

Net Income

Down

-$15,717

Down $7,262 (-86%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $1,604,374Liabilities 2011: $2,209,124Net Assets 2011: -$604,7502011Assets 2012: $1,479,581Liabilities 2012: $2,127,106Net Assets 2012: -$647,5252012Assets 2013: $1,351,330Liabilities 2013: $2,045,594Net Assets 2013: -$694,2642013Assets 2014: $1,271,573Liabilities 2014: $2,006,040Net Assets 2014: -$734,4672014Assets 2015: $1,256,205Liabilities 2015: $2,009,868Net Assets 2015: -$753,6632015Assets 2016: $1,129,792Liabilities 2016: $1,906,215Net Assets 2016: -$776,4232016Assets 2017: $1,002,077Liabilities 2017: $1,805,958Net Assets 2017: -$803,8812017Assets 2018: $913,213Liabilities 2018: $1,748,090Net Assets 2018: -$834,8772018Assets 2019: $1,235,802Liabilities 2019: $2,079,134Net Assets 2019: -$843,3322019Assets 2020: $984,932Liabilities 2020: $1,843,981Net Assets 2020: -$859,0492020Assets 2021: $1,049,854Liabilities 2021: $1,870,060Net Assets 2021: -$820,2062021Assets 2022: $949,241Liabilities 2022: $1,726,565Net Assets 2022: -$777,3242022Assets 2023: $947,968Liabilities 2023: $1,649,645Net Assets 2023: -$701,6772023Assets 2024: $947,724Liabilities 2024: $1,595,420Net Assets 2024: -$647,6962024

Highlighted filing

2020

Assets$984,932
Liabilities$1,843,981
Net Assets-$859,049

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $394,319Expenses 2011: $455,606Net Income 2011: -$61,2872011Expenses 2012: $445,8402012Revenue 2013: $404,606Expenses 2013: $451,347Net Income 2013: -$46,7412013Revenue 2014: $403,648Expenses 2014: $443,852Net Income 2014: -$40,2042014Revenue 2015: $400,184Expenses 2015: $419,381Net Income 2015: -$19,1972015Revenue 2016: $406,171Expenses 2016: $428,930Net Income 2016: -$22,7592016Revenue 2017: $402,695Expenses 2017: $430,154Net Income 2017: -$27,4592017Revenue 2018: $404,793Expenses 2018: $435,789Net Income 2018: -$30,9962018Revenue 2019: $439,291Expenses 2019: $447,746Net Income 2019: -$8,4552019Revenue 2020: $425,916Expenses 2020: $441,633Net Income 2020: -$15,7172020Revenue 2021: $482,429Expenses 2021: $443,587Net Income 2021: $38,8422021Revenue 2022: $442,543Expenses 2022: $399,662Net Income 2022: $42,8812022Revenue 2023: $448,077Expenses 2023: $372,431Net Income 2023: $75,6462023Revenue 2024: $480,329Expenses 2024: $426,349Net Income 2024: $53,9802024

Highlighted filing

2020

Revenue$425,916
Expenses$441,633
Net Income-$15,717
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Nov 12, 2020
Return Version
2019v5.0
Gross Receipts
$425,916
Mission and Program Overview

Mission

To provide housing for low income elderly and handicapped individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$528,676$788,918▲ $260,242
Cash and Non-Interest-Bearing Accounts$208,519$13,092▼ $195,427
Accounts Receivable$3,019$532▼ $2,487
Prepaid Expenses and Deferred Charges$1,476$383▼ $1,093
Total Assets$1,235,802$984,932▼ $250,870
Other Assets Total$494,112$182,007▼ $312,105
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,719,146$1,626,017▼ $93,129
Accounts Payable and Accrued Expenses$322,026$179,644▼ $142,382
Other Liabilities$37,016$38,320▲ $1,304
Deferred Revenue$946--
Total Liabilities$2,079,134$1,843,981▼ $235,153
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-843,332$-859,049▼ $15,717
Total Net Assets Fund Balance$-843,332$-859,049▼ $15,717
Total Liabilities and Net Assets / Fund Balance$1,235,802$984,932▼ $250,870

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$765,221$3,346,753$4,111,974
Equipment$23,697$222,216$245,913
Other Assets Org$40,909--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard MuellerChairperson/
John SchmittPresident/ce
Meg Bartness-leeVice Chair/v
Christine LamarreDirector
Jim FlemingDirector
Kim HarmanDirector
Sr Laverne SommerDirector
Tom CarrollDirector
Tom KressDirector
Tom SodemannDirector
Sr Margaret Ruddy OsfSecretary
Amy SchmidtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$406,729
Investment Income
$2,173
Other Revenue
$17,014
Change in Net Assets
$-15,717

Audited Revenue Reconciliation

Revenue per Audited Statements
$425,916
Total Revenue per Audited Statements
$425,916
Total Revenue per Form 990
$425,916
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$441,633
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
Depreciation Depletion$159,441--$159,441
Interest$54,997--$54,997
Fees for Services Other$19,043$11,483-$30,526
Fees for Services Management-$17,505-$17,505
Insurance$16,095--$16,095
Fees for Services Accounting-$13,560-$13,560
All Other Expenses$4,757$3,721-$8,478
Office Expenses-$7,563-$7,563
Other Expenses$4,630--$4,630
Advertising-$973-$973
Fees for Services Legal-$55-$55
Total Functional Expenses$386,773$54,860$0$441,633

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$441,633
Total Expenses per Audited Statements$441,633
Total Expenses per Form 990$441,633
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$33,522
Miscellaneous Current Liabilities$4,798
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 3

Management company: st. Clare management, inc. 1545 south layton blvd. Milwaukee, wi 53215

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
Juniper Court Inc
EIN
39-1743300
Phone
4147445878
Address
3209 SOUTH LAKE DRIVE, ST FRANCIS, WI 53235

Signing Officer

Name
John Schmitt
Title
President/CEO
Phone
4147445878
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Schmitt
Formed
1993
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Jankins Jablonski LLC
Address
6220A S 108TH ST, HALES CORNERS, WI 53130-2527
Preparer
Joseph J Jablonski CPA
Phone
4148582282
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0406729
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0LAUNDRY & VENDING REVENUE 18,842 MISCELLANEOUS REVENUE 41,381 TENANT CHARGES 6,016 SPECIAL PROJECTS REVENUE 11,009
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02173
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03320
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02447
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01518
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0913
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010371
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0406729
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0403745
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0397374
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0388481
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0400433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01996762
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt03154
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt03154
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02173
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03320
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02447
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01518
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0913
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010371
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt012860
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt012860
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt017014
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt032226
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt04972
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt017482
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt05554
IRS990ScheduleA/OtherIncome509Grp/TotalAmt077248
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95220
IRS990ScheduleA/PublicSupportPY509Pct00.94990
IRS990ScheduleA/PublicSupportTotal509Amt01999916
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0409883
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0403745
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0397374
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0388481
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0400433
IRS990ScheduleA/Total509Grp/TotalAmt01999916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0441930
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0439291
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0404793
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0407481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0406900
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02100395
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0765221
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03346753
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04111974
IRS990ScheduleD/EquipmentGrp/BookValueAmt023697
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0222216
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0245913
IRS990ScheduleD/ExpensesSubtotalAmt0441633
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0141098
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt140909
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1TENANT SECURITY DEP. HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt033522
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14798
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MISCELLANEOUS CURRENT LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt0425916
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0788918
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0182007
IRS990ScheduleD/TotalExpensesPerForm990Amt0441633
IRS990ScheduleD/TotalLiabilityAmt038320
IRS990ScheduleD/TotalRevenuePerForm990Amt0425916
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0425916
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0441633
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT COMPANY: ST. CLARE MANAGEMENT, INC. 1545 SOUTH LAYTON BLVD. MILWAUKEE, WI 53215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY MANAGEMENT OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SISTERS OF ST FRANCIS OF ASSISI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH ORG
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03221 SOUTH LAKE DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ST FRANCIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053235
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt194019
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SISTERS OF ST FRANCIS OF ASSISI
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SISTERS OF ST FRANCIS OF ASSISI
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1M
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01235802
IRS990/TotalAssetsEOYAmt0984932
IRS990/TotalAssetsGrp/BOYAmt01235802
IRS990/TotalAssetsGrp/EOYAmt0984932
IRS990/TotalCompGreaterThan150KInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$1.60$0.65$0.48$0.43$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.95$1.65$0.70$0.45$0.37$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.95$1.73$0.78$0.44$0.40$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.05$1.87$0.82$0.48$0.44$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.98$1.84$0.86$0.43$0.44$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.24$2.08$0.84$0.44$0.45$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.91$1.75$0.83$0.40$0.44$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.00$1.81$0.80$0.40$0.43$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.13$1.91$0.78$0.41$0.43$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.26$2.01$0.75$0.40$0.42$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.27$2.01$0.73$0.40$0.44$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$2.05$0.69$0.40$0.45$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$2.13$0.65$0.45
2011Summary only. Only limited summary data is available for this year.$1.60$2.21$0.60$0.39$0.46$0.06