Civic Intelligence

Blue Valley Inc

990 • Fiscal year 2020 • EIN 39-1809155

Apr 01, 2019 to Mar 31, 2020 • Filed on Feb 02, 2021

Organization Profileccbsuperior.org
1416 Cumming AveSuperior, WI 54880

(715) 394-6617

Siviq Scores

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

Liabilities / Assets

66th percentile

0.03x

Higher debt load relative to assets than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

77th percentile

0.11x

Higher debt load relative to revenue than 77% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

45th percentile

2.2%

Higher net margin than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

44th percentile

0.0%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

69th percentile

4.9%

Faster revenue growth than 69% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$233,829

Up $47 (+0.0%) from 2019

Net Assets

Up

$227,577

Up $1,265 (+0.6%) from 2019

Liabilities

Down

$6,252

Down $1,218 (-16%) from 2019

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin45th percentile

Revenue

Up

$56,866

Up $2,651 (+4.9%) from 2019

Expenses

Down

$55,601

Down $10,752 (-16%) from 2019

Net Income

Up

$1,265

Up $13,403 (+110%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$300K$200K$100K$0Assets 2012: $282,425Liabilities 2012: $7,283Net Assets 2012: $275,1422012Assets 2013: $281,196Liabilities 2013: $4,628Net Assets 2013: $276,5682013Assets 2014: $273,102Liabilities 2014: $9,827Net Assets 2014: $263,2752014Assets 2015: $267,778Liabilities 2015: $4,941Net Assets 2015: $262,8372015Assets 2016: $255,679Liabilities 2016: $3,897Net Assets 2016: $251,7822016Assets 2017: $256,296Liabilities 2017: $10,585Net Assets 2017: $245,7112017Assets 2018: $243,721Liabilities 2018: $5,271Net Assets 2018: $238,4502018Assets 2019: $233,782Liabilities 2019: $7,470Net Assets 2019: $226,3122019Assets 2020: $233,829Liabilities 2020: $6,252Net Assets 2020: $227,5772020Assets 2021: $231,155Liabilities 2021: $10,162Net Assets 2021: $220,9932021Assets 2022: $224,305Liabilities 2022: $7,258Net Assets 2022: $217,0472022Assets 2023: $219,298Liabilities 2023: $30,255Net Assets 2023: $189,0432023Assets 2024: $210,996Liabilities 2024: $23,348Net Assets 2024: $187,6482024Assets 2025: $200,955Liabilities 2025: $17,650Net Assets 2025: $183,3052025

Highlighted filing

2020

Assets$233,829
Liabilities$6,252
Net Assets$227,577
Open 2020 Filing

Operations Trend

Revenue Growth69th percentile

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

$100K$50K$0-$50KRevenue 2012: $40,218Expenses 2012: $49,824Net Income 2012: -$9,6062012Revenue 2013: $48,962Expenses 2013: $47,536Net Income 2013: $1,4262013Revenue 2014: $47,992Expenses 2014: $61,285Net Income 2014: -$13,2932014Revenue 2015: $51,448Expenses 2015: $51,886Net Income 2015: -$4382015Revenue 2016: $50,394Expenses 2016: $61,449Net Income 2016: -$11,0552016Revenue 2017: $53,193Expenses 2017: $59,264Net Income 2017: -$6,0712017Revenue 2018: $55,159Expenses 2018: $62,420Net Income 2018: -$7,2612018Revenue 2019: $54,215Expenses 2019: $66,353Net Income 2019: -$12,1382019Revenue 2020: $56,866Expenses 2020: $55,601Net Income 2020: $1,2652020Revenue 2021: $58,582Expenses 2021: $65,166Net Income 2021: -$6,5842021Revenue 2022: $57,356Expenses 2022: $61,602Net Income 2022: -$4,2462022Revenue 2023: $56,538Expenses 2023: $84,543Net Income 2023: -$28,0052023Revenue 2024: $56,867Expenses 2024: $58,262Net Income 2024: -$1,3952024Revenue 2025: $63,125Expenses 2025: $67,468Net Income 2025: -$4,3432025

Highlighted filing

2020

Revenue$56,866
Expenses$55,601
Net Income$1,265
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Feb 2, 2021
Return Version
2019v5.0
Gross Receipts
$56,866
Mission and Program Overview

Mission

Creating homes by bringing safe and affordable housing opportunities to persons with disabilities in accordance with the charitable Works and traditions of the Roman Catholic Church. Works are carried out in accordance with Catholic Social teachings.

Subsidized housing for low income persons with chronic mental illness

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$198,757$188,771▼ $9,986
Savings and Temporary Cash Investments$32,921$38,638▲ $5,717
Cash and Non-Interest-Bearing Accounts-$3,942-
Prepaid Expenses and Deferred Charges$2,104$2,317▲ $213
Accounts Receivable-$161-
Total Assets$233,782$233,829▲ $47
Liabilities
Accounts Payable and Accrued Expenses$7,470$6,252▼ $1,218
Total Liabilities$7,470$6,252▼ $1,218
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$226,312$227,577▲ $1,265
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$226,312$227,577▲ $1,265
Total Liabilities and Net Assets / Fund Balance$233,782$233,829▲ $47

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$174,761$224,686$399,447
Equipment$0$21,375$21,375
Other Land Buildings$0$20,541$20,541
Land$14,010-$14,010
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Joanne GilbertsonPresident
Richard MoranVice President
James EricksonBoard Director
Mary Ann RotondiBoard Director
Michael WelchBoard Director
Sarah JardineSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$27,646
Program Service Revenue
$29,203
Investment Income
$17
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$1,265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$40,715
Salaries, Compensation, and Employee Benefits$14,886
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$19,922--$19,922
Other Salaries and Wages$8,907$2,969-$11,876
Depreciation Depletion$9,986--$9,986
Payments to Affiliates-$5,297-$5,297
Office Expenses$1,761$587-$2,348
Other Employee Benefits$1,496$499-$1,995
Travel$1,783--$1,783
Insurance$1,345--$1,345
Payroll Taxes$761$254-$1,015
Other Expenses$25$0$0$25
Advertising$9--$9
Total Functional Expenses$45,995$9,606$0$55,601
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The management function has been contracted with Catholic Charities Bureau, Inc., a related party.”

Form 990, Part VI, Section A, Line 7A

“The Board of Directors of Catholic Charities Bureau, Inc. appoints the Board Directors of Blue Valley, Inc.”

Form 990, Part VI, Section A, Line 7B

“The Blue Valley, Inc. corporate entity cannot be dissolved without the approval of Catholic Charities Bureau, Inc.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the Board of Directors at a regularly scheduled meeting which may occur following the submission of Form 990 to the Internal Revenue Service.”

Form 990, Part VI, Section B, Line 12C

“All Board Directors are reminded annually that they are required to reveal any circumstances that could possibly be construed to be a conflict of interest to their role of serving on the Board of Directors.”

Form 990, Part VI, Section B, Line 15

“All salaries are subject to approval by the Board of Directors.”

Form 990, Part VI, Section C, Line 19

“All requests for information are processed based on the merits of each circumstance.”

Filing and Contact Details

Filer

Filer Name
Blue Valley Inc
EIN
39-1809155
Phone
7153946617
Address
1416 Cumming Ave, Superior, WI 54880

Signing Officer

Name
Gary Valley
Title
Director of Housing
Phone
7153946617
Signed
2021-02-02

Organization Details

Principal Officer
Alan Rock
Formed
1997
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2B

“All wages and withheld payroll taxes were reported to the Internal Revenue Service by Catholic Charities Bureau, Inc., EIN 39-0940744. Catholic Charities Bureau is our parent organization and provides payroll services to the organization.”

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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt075
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0126641
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt029203
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt027448
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt025941
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt023792
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt024520
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0130904
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51458
IRS990ScheduleA/PublicSupportPY170Pct00.51230
IRS990ScheduleA/PublicSupportTotal170Amt0138848
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027646
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt026750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt029204
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt029388
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt025860
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0138848
IRS990ScheduleA/TotalSupportAmt0269827
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0174761
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0224686
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0399447
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021375
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021375
IRS990ScheduleD/LandGrp/BookValueAmt014010
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt014010
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt020541
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt020541
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0188771
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All wages and withheld payroll taxes were reported to the Internal Revenue Service by Catholic Charities Bureau, Inc., EIN 39-0940744. Catholic Charities Bureau is our parent organization and provides payroll services to the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The management function has been contracted with Catholic Charities Bureau, Inc., a related party.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board of Directors of Catholic Charities Bureau, Inc. appoints the Board Directors of Blue Valley, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Blue Valley, Inc. corporate entity cannot be dissolved without the approval of Catholic Charities Bureau, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990 is reviewed by the Board of Directors at a regularly scheduled meeting which may occur following the submission of Form 990 to the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All Board Directors are reminded annually that they are required to reveal any circumstances that could possibly be construed to be a conflict of interest to their role of serving on the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6All salaries are subject to approval by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7All requests for information are processed based on the merits of each circumstance.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part V, Line 2b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Catholic Diocese of Superior
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Catholic Charities Bureau Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0390940744
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Social Services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(vi)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01416 Cumming Ave
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Superior
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd054880
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0233782
IRS990/TotalAssetsEOYAmt0233829
IRS990/TotalAssetsGrp/BOYAmt0233782
IRS990/TotalAssetsGrp/EOYAmt0233829
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt027646
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09606
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045995
IRS990/TotalFunctionalExpensesGrp/TotalAmt055601
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07470
IRS990/TotalLiabilitiesEOYAmt06252
IRS990/TotalLiabilitiesGrp/BOYAmt07470
IRS990/TotalLiabilitiesGrp/EOYAmt06252
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0226312

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$233,829
Liabilities
$6,252
Net assets
$227,577
Revenue
$56,866
Expenses
$55,601
Net income
$1,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.18$1.83$0.63$0.67$0.04
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.23$1.88$0.57$0.58$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.30$1.89$0.57$0.85$0.28
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.24$0.07$2.17$0.57$0.62$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.10$2.21$0.59$0.65$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.34$0.06$2.28$0.57$0.56$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.07$2.26$0.54$0.66$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.05$2.38$0.55$0.62$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.11$2.46$0.53$0.59$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.04$2.52$0.50$0.61$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.05$2.63$0.51$0.52$0.00
2014Summary only. Only limited summary data is available for this year.$2.73$0.10$2.63$0.48$0.61$0.13
2013Summary only. Only limited summary data is available for this year.$2.81$0.05$2.77$0.49$0.48$0.01
2012Summary only. Only limited summary data is available for this year.$2.82$0.07$2.75$0.40$0.50$0.10