Civic Intelligence

Holie III Inc.

EIN 39-1805261 • 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

5.60x

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

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

Net Margin

33rd percentile

-3.4%

Higher net margin than 33% 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

46th percentile

1.8%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

38th percentile

-0.5%

Faster revenue growth than 38% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$556,607

Up $9,758 (+1.8%) from 2024

Liabilities

Up

$2,117,916

Up $22,506 (+1.1%) from 2024

Net Assets

Down

-$1,561,309

Down $12,748 (-0.8%) from 2024

Operations
Liabilities / Revenue98th percentileNet Margin33rd percentile

Revenue

Down

$377,939

Down $1,822 (-0.5%) from 2024

Expenses

Down

$390,686

Down $133,244 (-25%) from 2024

Net Income

Up

-$12,747

Up $131,422 (+91%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MAssets 2012: $1,155,743Liabilities 2012: $2,088,144Net Assets 2012: -$932,4012012Assets 2013: $1,099,661Liabilities 2013: $2,088,159Net Assets 2013: -$988,4982013Assets 2014: $1,014,971Liabilities 2014: $2,092,837Net Assets 2014: -$1,077,8662014Assets 2015: $956,004Liabilities 2015: $2,096,442Net Assets 2015: -$1,140,4382015Assets 2016: $913,270Liabilities 2016: $2,088,180Net Assets 2016: -$1,174,9102016Assets 2017: $908,284Liabilities 2017: $2,098,817Net Assets 2017: -$1,190,5332017Assets 2018: $824,904Liabilities 2018: $2,087,237Net Assets 2018: -$1,262,3332018Assets 2019: $812,860Liabilities 2019: $2,089,712Net Assets 2019: -$1,276,8522019Assets 2020: $743,018Liabilities 2020: $2,090,923Net Assets 2020: -$1,347,9052020Assets 2021: $687,432Liabilities 2021: $2,088,452Net Assets 2021: -$1,401,0202021Assets 2022: $673,388Liabilities 2022: $2,087,730Net Assets 2022: -$1,414,3422022Assets 2023: $687,888Liabilities 2023: $2,092,281Net Assets 2023: -$1,404,3932023Assets 2024: $546,849Liabilities 2024: $2,095,410Net Assets 2024: -$1,548,5612024Assets 2025: $556,607Liabilities 2025: $2,117,916Net Assets 2025: -$1,561,3092025

Highlighted filing

2025

Assets$556,607
Liabilities$2,117,916
Net Assets-$1,561,309
Open 2025 Filing

Operations Trend

Revenue Growth38th percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $295,5442012Revenue 2013: $245,969Expenses 2013: $302,066Net Income 2013: -$56,0972013Revenue 2014: $256,941Expenses 2014: $346,311Net Income 2014: -$89,3702014Revenue 2015: $298,400Expenses 2015: $360,973Net Income 2015: -$62,5732015Revenue 2016: $314,854Expenses 2016: $349,325Net Income 2016: -$34,4712016Revenue 2017: $332,019Expenses 2017: $347,640Net Income 2017: -$15,6212017Revenue 2018: $315,570Expenses 2018: $387,369Net Income 2018: -$71,7992018Revenue 2019: $380,795Expenses 2019: $395,314Net Income 2019: -$14,5192019Revenue 2020: $339,168Expenses 2020: $410,221Net Income 2020: -$71,0532020Revenue 2021: $326,810Expenses 2021: $379,925Net Income 2021: -$53,1152021Revenue 2022: $352,504Expenses 2022: $365,827Net Income 2022: -$13,3232022Revenue 2023: $361,508Expenses 2023: $351,558Net Income 2023: $9,9502023Revenue 2024: $379,761Expenses 2024: $523,930Net Income 2024: -$144,1692024Revenue 2025: $377,939Expenses 2025: $390,686Net Income 2025: -$12,7472025

Highlighted filing

2025

Revenue$377,939
Expenses$390,686
Net Income-$12,747
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$556,607
Liabilities
$2,117,916
Net assets
-$1,561,309
Revenue
$377,939
Expenses
$390,686
Net income
-$12,747
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.56$2.12$1.56$0.38$0.39$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.55$2.10$1.55$0.38$0.52$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.69$2.09$1.40$0.36$0.35$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.67$2.09$1.41$0.35$0.37$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.69$2.09$1.40$0.33$0.38$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.74$2.09$1.35$0.34$0.41$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.81$2.09$1.28$0.38$0.40$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.82$2.09$1.26$0.32$0.39$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.91$2.10$1.19$0.33$0.35$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.91$2.09$1.17$0.31$0.35$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.96$2.10$1.14$0.30$0.36$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.01$2.09$1.08$0.26$0.35$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$2.09$0.99$0.25$0.30$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$2.09$0.93$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Aug 4, 2025
Return Version
2024v5.0
Gross Receipts
$377,939
Mission and Program Overview

Mission

To provide housing for low income elderly individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$269,208$244,689▼ $24,519
Cash and Non-Interest-Bearing Accounts$65,135$60,818▼ $4,317
Prepaid Expenses and Deferred Charges$16,410$41,398▲ $24,988
Accounts Receivable$295$1,445▲ $1,150
Total Assets$546,849$556,607▲ $9,758
Other Assets Total$195,801$208,257▲ $12,456
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,053,200$2,053,200→ $0
Accounts Payable and Accrued Expenses$29,244$52,040▲ $22,796
Other Liabilities$12,717$12,156▼ $561
Deferred Revenue$249$520▲ $271
Total Liabilities$2,095,410$2,117,916▲ $22,506
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,548,561$-1,561,309▼ $12,748
Total Net Assets Fund Balance$-1,548,561$-1,561,309▼ $12,748
Total Liabilities and Net Assets / Fund Balance$546,849$556,607▲ $9,758

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$74,981$1,953,347$2,028,328
Land$140,529-$140,529
Equipment$29,179$26,760$55,939
Other Assets Org$12,249--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Rev Fred Thomas-breitfeldPresident/di
Mr Thomas F RaaschV-president/
Mike PlickaDirector
Rev Ed RuenDirector
Rev Gail Brodersen-heinsDirector
Rev Gail HuebnerDirector
Rev Mark ThompsonDirector
Rev Paul ArmstrongDirector
Rev Richard PetersonDirector
Mr Wayne LundeSec./treas./
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$368,823
Investment Income
$404
Other Revenue
$8,712
Change in Net Assets
$-12,747

Audited Revenue Reconciliation

Revenue per Audited Statements
$377,939
Total Revenue per Audited Statements
$377,939
Total Revenue per Form 990
$377,939
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$390,686
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$16,607$39,782-$56,389
All Other Expenses$37,375$10,110-$47,485
Depreciation Depletion$44,649--$44,649
Fees for Services Management-$29,280-$29,280
Insurance$26,330--$26,330
Fees for Services Accounting-$18,345-$18,345
Other Expenses$26,067$15,397-$15,397
Office Expenses-$8,190-$8,190
Advertising-$3,285-$3,285
Fees for Services Legal-$1,104-$1,104
Total Functional Expenses$265,193$125,493$0$390,686

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$390,686
Total Expenses per Audited Statements$390,686
Total Expenses per Form 990$390,686
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$12,156
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/trea/dir independent rev. Paul armstrong director independent rev. Gail brodersen-heins director independent rev. Gail huebner director independent rev. Richard peterson director independent 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 prior to signing.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Holie Iii Inc
EIN
39-1805261
Phone
2629409406
Address
11520 NORTH PORT WASHINGTON RD 102, MEQUON, WI 53092

Signing Officer

Name
Rev Fred Thomas-breitfeld
Title
President/director
Phone
2629409406
Signed
2025-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rev Fred Thomas-breitfeld
Formed
1997
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-office 0 21,080 0 subcontract labor-manager 0 18,702 0 subcontract labor-maint. 16,607 0 0 total 16,607 39,782 0”

Form 990, Part IX, Line 24E

“Garbage & trash removal 13,822 0 0 supplies 10,749 0 0 misc. Operating & maint. 6,992 0 0 bad debt expense 0 6,029 0 misc. Administrative 0 4,081 0 snow removal 3,030 0 0 heating - cooling repairs 2,128 0 0 vehicle & maint equipment 563 0 0 misc taxes, licenses, etc 91 0 0 total 37,375 10,110 0”

Form 990, Part XI, Line 9

“ROUNDING -1”

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 the exempt status of the corporation. The corporation is subject to routine examinations by tax authorities, 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 april 30, 2022.”

Raw XML AppendixShowing 400 of 453 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/Desc0CONTRACTS
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2REAL ESTATE TAXES-PILOT
IRS990/OtherExpensesGrp/Desc3OTHER RENTING EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015397
IRS990/OtherExpensesGrp/ProgramServicesAmt084431
IRS990/OtherExpensesGrp/ProgramServicesAmt129734
IRS990/OtherExpensesGrp/ProgramServicesAmt226067
IRS990/OtherExpensesGrp/TotalAmt084431
IRS990/OtherExpensesGrp/TotalAmt129734
IRS990/OtherExpensesGrp/TotalAmt226067
IRS990/OtherExpensesGrp/TotalAmt315397
IRS990/OtherLiabilitiesGrp/BOYAmt012717
IRS990/OtherLiabilitiesGrp/EOYAmt012156
IRS990/OtherRevenueMiscGrp/Desc0TENANT CHARGES
IRS990/OtherRevenueMiscGrp/Desc1LAUNDRY & VENDING REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt07209
IRS990/OtherRevenueMiscGrp/ExclusionAmt11503
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07209
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IRS990/OtherRevenueTotalAmt08712
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016410
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IRS990/PrincipalOfficerNm0REV FRED THOMAS-BREITFELD
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IRS990/ProgramServiceRevenueGrp/Desc0TENANT ASSISTANCE PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc1RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0227046
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1141777
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0227046
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1141777
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0461
IRS990/PYOtherExpensesAmt0523930
IRS990/PYOtherRevenueAmt04288
IRS990/PYProgramServiceRevenueAmt0375012
IRS990/PYRevenuesLessExpensesAmt0-144169
IRS990/PYTotalExpensesAmt0523930
IRS990/PYTotalRevenueAmt0379761
IRS990/ReconcilationRevenueExpnssAmt0-12747
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0368823
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0LAUNDRY & VENDING REVENUE 5,599 TENANT CHARGES 11,985
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0404
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0461
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0345
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt051
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01295
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0368823
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0375012
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0360268
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0350605
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0324935
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01779643
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt01503
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt01503
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0404
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0461
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0345
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt051
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01295
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt06209
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt06209
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt08712
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt04288
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0895
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01865
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01824
IRS990ScheduleA/OtherIncome509Grp/TotalAmt017584
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IRS990ScheduleA/PublicSupportCY509Pct00.98610
IRS990ScheduleA/PublicSupportPY509Pct00.99070
IRS990ScheduleA/PublicSupportTotal509Amt01781146
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0370326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0375012
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0360268
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0350605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0324935
IRS990ScheduleA/Total509Grp/TotalAmt01781146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0385651
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0379761
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0361508
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0352504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0326810
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01806234
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt074981
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01953347
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02028328
IRS990ScheduleD/EquipmentGrp/BookValueAmt029179
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026760
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt055939
IRS990ScheduleD/ExpensesSubtotalAmt0390686
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0140529
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0140529
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0157512
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt125862
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt212634
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt312249
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2TENANT DEPOSIT HELD IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012156
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/RevenueSubtotalAmt0377939
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 THE EXEMPT STATUS OF THE CORPORATION. THE CORPORATION IS SUBJECT TO ROUTINE EXAMINATIONS BY TAX AUTHORITIES, 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 APRIL 30, 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0244689
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0208257
IRS990ScheduleD/TotalExpensesPerForm990Amt0390686
IRS990ScheduleD/TotalLiabilityAmt012156
IRS990ScheduleD/TotalRevenuePerForm990Amt0377939
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0377939
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0390686
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/TREA/DIR INDEPENDENT REV. PAUL ARMSTRONG DIRECTOR INDEPENDENT REV. GAIL BRODERSEN-HEINS DIRECTOR INDEPENDENT REV. GAIL HUEBNER DIRECTOR INDEPENDENT REV. RICHARD PETERSON DIRECTOR INDEPENDENT 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 PRIOR TO SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUBCONTRACT LABOR-OFFICE 0 21,080 0 SUBCONTRACT LABOR-MANAGER 0 18,702 0 SUBCONTRACT LABOR-MAINT. 16,607 0 0 TOTAL 16,607 39,782 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GARBAGE & TRASH REMOVAL 13,822 0 0 SUPPLIES 10,749 0 0 MISC. OPERATING & MAINT. 6,992 0 0 BAD DEBT EXPENSE 0 6,029 0 MISC. ADMINISTRATIVE 0 4,081 0 SNOW REMOVAL 3,030 0 0 HEATING - COOLING REPAIRS 2,128 0 0 VEHICLE & MAINT EQUIPMENT 563 0 0 MISC TAXES, LICENSES, ETC 91 0 0 TOTAL 37,375 10,110 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROUNDING -1
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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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
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0546849
IRS990/TotalAssetsEOYAmt0556607
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IRS990/TotalAssetsGrp/EOYAmt0556607
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0265193
IRS990/TotalFunctionalExpensesGrp/TotalAmt0390686
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02095410
IRS990/TotalLiabilitiesEOYAmt02117916

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