Civic Intelligence

Assisi Homes - Saxony Inc

990 • Fiscal year 2011 • EIN 39-1790498

Jul 01, 2010 to Jun 30, 2011 • Filed on May 11, 2012

Organization ProfileN/A
26W 171 Roosevelt Road60187
Siviq Scores

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

Liabilities / Assets

95th percentile

1.16x

Higher debt load relative to assets than 95% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

48th percentile

0.3%

Faster asset growth than 48% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$6,054,749

Up $18,953 (+0.3%) from 2010

Net Assets

Up

-$964,849

Up $159,126 (+14%) from 2010

Liabilities

Down

$7,019,598

Down $140,173 (-2.0%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,696,153

Down $4,766 (-0.3%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$10M$5.0M$0-$5.0MAssets 2010: $6,035,796Liabilities 2010: $7,159,771Net Assets 2010: -$1,123,9752010Assets 2011: $6,054,749Liabilities 2011: $7,019,598Net Assets 2011: -$964,8492011Assets 2012: $6,023,157Liabilities 2012: $6,956,209Net Assets 2012: -$933,0522012Assets 2013: $5,995,787Liabilities 2013: $6,763,147Net Assets 2013: -$767,3602013Assets 2014: $6,027,204Liabilities 2014: $6,669,787Net Assets 2014: -$642,5832014Assets 2015: $815,216Liabilities 2015: $706,056Net Assets 2015: $109,1602015Assets 2016: $635,248Liabilities 2016: $627,333Net Assets 2016: $7,9152016

Highlighted filing

2011

Assets$6,054,749
Liabilities$7,019,598
Net Assets-$964,849
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,700,9192010Expenses 2011: $1,696,1532011Expenses 2012: $1,871,1802012Revenue 2013: $1,923,324Expenses 2013: $1,757,632Net Income 2013: $165,6922013Revenue 2014: $1,930,192Expenses 2014: $1,805,415Net Income 2014: $124,7772014Revenue 2015: $2,306,390Expenses 2015: $1,554,647Net Income 2015: $751,7432015Revenue 2016: $60,374Expenses 2016: $161,619Net Income 2016: -$101,2452016

Highlighted filing

2011

Revenue-
Expenses$1,696,153
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
May 11, 2012
Return Version
2010v3.4
Gross Receipts
$1,855,279
Mission and Program Overview

Mission

Assisi homes - saxony, inc. Is a nonprofit organization formed may 23, 1994 in accordance with the not-for-profit statutes of the state of wisconsin for the purpose of providing housing and related services for very low and low-income elderly and mobility-impaired persons in kenosha, wisconsin, with housing assistance from and mortgages insured by the u.s. Department of housing and urban development.

Filing and Contact Details

Filer

EIN
39-1790498
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IRS990ScheduleC/Form990ScheduleCPartIV/Explanation0WHEATON FRANCISCAN HEALTHCARE AND FRANCISCAN MINISTRIES ARE PART OF A CONTROLLED GROUP OF HEALTHCARE AND HOUSING ORGANIZATIONS THAT ARE RELATED THROUGH A COMMON PARENT ORGANIZATION. CERTAIN ENTITIES WITHIN THIS CONTROLLED GROUP ENGAGE IN LIMITED LOBBYING ACTIVITIES THAT BENEFIT EACH ORGANIZATION COLLECTIVELY. WHEATON FRANCISCAN HEALTHCARE EMPLOYS ONE FULL TIME VICE PRESIDENT OF STRATEGIC PLANNING AND GOVERNMENT RELATIONS WHOSE DUTIES INCLUDE A PORTION OF LOBBYING ACTIVITIES. THESE LOBBYING ACTIVITIES APPROXIMATE 20% OF TOTAL ANNUAL SALARY. A BENEFITS FACTOR OF 25% IS ADDED, AND THE TOTAL IS ALLOCATED AMONGST THE ORGANIZATIONS RECEIVING THE BENEFIT OF THESE SERVICES. THE LOBBYING ACTIVITIES INCLUDE SUCH THINGS AS PRESERVATION OF MEDICARE AND MEDICAID FUNDING; MONITORING FEDERAL LEGISLATION THAT MAY IMPACT THE ORGANIZATION; PARTICIPATING IN AND COORDINATING VISITS WITH ELECTED OFFICIALS; COORDINATING ADVOCACY ACTIVITIES IN CONJUNCTION WITH RELEVANT TRADE ASSOCIATIONS; AND PROVIDING AWARENESS ON SPECIFIC STATE RELATED LEGISLATIVE ISSUES WHEN THE NEED ARISES (E.G.: STATE HOSPITAL ASSESSMENT LEGISLATION IN WISCONSIN). THE PORTION OF DIRECT EXPENSES RELATED TO ANNUAL EMPLOYEE BUSINESS TRAVEL TO WASHINGTON DC OR OTHER LOCATIONS, IN ORDER TO LOBBY FOR ISSUES IMPORTANT TO HEALTHCARE PROVIDERS AND PATIENTS, HAVE BEEN INCLUDED IF APPLICABLE. FINALLY, ANY TRADE ASSOCIATION DUES CONTAINING A PERCENTAGE PORTION ALLOCABLE TO LOBBYING ACTIVITIES, HAS BEEN ADDED OR ESTIMATED, AS APPROPRIATE. LOBBYING EXPENSES INCURRED BY EACH ORGANIZATION DIRECTLY, ARE REFLECTED ON THEIR RESPECTIVE IRS FORM 990, AND CAN BE SUMMARIZED AS FOLLOWS: ORGANIZATION: WHEATON FRANCISCAN SERVICES, INC. IDENTIFICATION NUMBER: #36-3262111 AMOUNT: $72,014 ORGANIZATION: WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN, INC. IDENTIFICATION NUMBER: #39-1566865 AMOUNT: $32,020 ORGANIZATION: WHEATON FRANCISCAN SERVICES, INC. (FORMERLY WHEATON FRANCISCAN HEALTHCARE - ST. JOSEPH, INC. & WISCONSIN HEART HOSPITAL, INC.) IDENTIFICATION NUMBER: #39-0816857 AMOUNT: $10,381 ORGANIZATION: WHEATON FRANCISCAN HEALTHCARE - ST. FRANCIS, INC. IDENTIFICATION NUMBER: #39-0907740 AMOUNT: $7,924 ORGANIZATION: WHEATON FRANCISCAN HEALTHCARE - ELMBROOK MEMORIAL, INC. IDENTIFICATION NUMBER: #39-0853528 AMOUNT: $4,012 ORGANIZATION: WHEATON FRANCISCAN HEALTHCARE - ALL SAINTS, INC. IDENTIFICATION NUMBER: #39-1264986 AMOUNT: $8,234 ORGANIZATION: WHEATON FRANCISCAN HEALTHCARE - FRANKLIN, INC. IDENTIFICATION NUMBER: #56-2592868 AMOUNT: $1,516 ORGANIZATION: WHEATON FRANCISCAN HOME HEALTH AND HOSPICE, INC. IDENTIFICATION NUMBER: #39-1559428 AMOUNT: $962 ORGANIZATION: MARIANJOY, INC IDENTIFICATION NUMBER: #36-3483589 AMOUNT: $3,746 ORGANIZATION: MARIANJOY REHABILITATION HOSPITALS AND CLINICS, INC. IDENTIFICATION NUMBER: #36-2680776 AMOUNT: $11,814 ORGANIZATION: WHEATON FRANCISCAN HEALTHCARE - IOWA, INC. IDENTIFICATION NUMBER: #42-1177001 AMOUNT: $3,746 ORGANIZATION: COVENANT MEDICAL CENTER, INC. IDENTIFICATION NUMBER: #42-1264647 AMOUNT: $27,090 ORGANIZATION: SARTORI HOSPITAL, INC. IDENTIFICATION NUMBER: #42-0758901 AMOUNT: $5,146 ORGANIZATION: MERCY HOSPITAL, INC. IDENTIFICATION NUMBER: #42-1178403 AMOUNT: $2,400 TOTAL LOBBYING EXPENSES: $191,005
IRS990ScheduleC/Form990ScheduleCPartIV/Identifier0EXPLANATION OF OTHER LOBBYING ACTIVITIES:
IRS990ScheduleC/Form990ScheduleCPartIV/ReturnReference0PART II-B, LINE 1I:
IRS990ScheduleC/GrantsOtherOrganizations00
IRS990ScheduleC/MailingsMembers00
IRS990ScheduleC/MediaAdvertisements00
IRS990ScheduleC/NotDescribedIn501c300
IRS990ScheduleC/OtherActivities01
IRS990ScheduleC/OtherActivitiesAmount0191005
IRS990ScheduleC/PaidStaffOrManagement00
IRS990ScheduleC/PublicationsOrBroadcast00
IRS990ScheduleC/RalliesDemonstrations00
IRS990ScheduleC/TotalLobbyingExpendituresIIB0191005
IRS990ScheduleC/Volunteers00
IRS990ScheduleD/Buildings/BookValue04325661
IRS990ScheduleD/Buildings/Depreciation02439334
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis06764995
IRS990ScheduleD/Equipment/BookValue0216163
IRS990ScheduleD/Equipment/Depreciation0656511
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis0872674
IRS990ScheduleD/ExcessOrDeficitForYear0159126
IRS990ScheduleD/ExcessOrDeficitPerFS0159126
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal01696153
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAX. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE TAXES ON REVENUE AND INCOME HAS BEEN RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART X:
IRS990ScheduleD/InvestmentsProgramRelated/BookValue0269254
IRS990ScheduleD/InvestmentsProgramRelated/BookValue161335
IRS990ScheduleD/InvestmentsProgramRelated/Description0RESTRICTED CASH
IRS990ScheduleD/InvestmentsProgramRelated/Description1MORTGAGE ESCROW DEPOSITS
IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation0C
IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation1C
IRS990ScheduleD/Land/BookValue0448000
IRS990ScheduleD/Land/OtherCostOrOtherBasis0448000
IRS990ScheduleD/LeaseholdImprovements/BookValue0386730
IRS990ScheduleD/LeaseholdImprovements/Depreciation0150165
IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis0536895
IRS990ScheduleD/OtherLiabilities/Amount055501
IRS990ScheduleD/OtherLiabilities/Description0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotRptdF99000
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal01855279
IRS990ScheduleD/TotalAdjustments00
IRS990ScheduleD/TotalExpenses01696153
IRS990ScheduleD/TotalExpensesPerForm99001696153
IRS990ScheduleD/TotalOfAmounts055501
IRS990ScheduleD/TotalOfBookValueLandBuildings05376554
IRS990ScheduleD/TotalOfBookValueProgramRelated0330589
IRS990ScheduleD/TotalRevenue01855279

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,054,749
Liabilities
$7,019,598
Net assets
-$964,849
Revenue
-
Expenses
$1,696,153
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.63$0.01$0.06$0.16$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.71$0.11$2.31$1.55$0.75
2014Detailed filing. Detailed filing data is available for this year.$6.03$6.67$0.64$1.93$1.81$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.00$6.76$0.77$1.92$1.76$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$6.96$0.93$1.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.05$7.02$0.96$1.70
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.04$7.16$1.12$1.70