Civic Intelligence

Blue Valley Inc

990 • Fiscal year 2024 • EIN 39-1809155

Apr 01, 2023 to Mar 31, 2024 • Filed on Apr 22, 2025

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

80th percentile

0.11x

Higher debt load relative to assets than 80% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.41x

Higher debt load relative to revenue than 91% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

37th percentile

-2.5%

Higher net margin than 37% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

40th percentile

-3.8%

Faster asset growth than 40% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

0.6%

Faster revenue growth than 47% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$210,996

Down $8,302 (-3.8%) from 2023

Net Assets

Down

$187,648

Down $1,395 (-0.7%) from 2023

Liabilities

Down

$23,348

Down $6,907 (-23%) from 2023

Revenue

Up

$56,867

Up $329 (+0.6%) from 2023

Expenses

Down

$58,262

Down $26,281 (-31%) from 2023

Net Income

Up

-$1,395

Up $26,610 (+95%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$210,996
Liabilities$23,348
Net Assets$187,648

Operations Trend

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

2024

Revenue$56,867
Expenses$58,262
Net Income-$1,395
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Apr 22, 2025
Return Version
2023v6.0
Gross Receipts
$56,867
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$167,602$156,469▼ $11,133
Savings and Temporary Cash Investments$44,517$50,010▲ $5,493
Cash and Non-Interest-Bearing Accounts$6,030$2,216▼ $3,814
Prepaid Expenses and Deferred Charges$1,071$1,190▲ $119
Accounts Receivable$78$1,111▲ $1,033
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$219,298$210,996▼ $8,302
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$30,255$23,348▼ $6,907
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$30,255$23,348▼ $6,907
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$189,043$187,648▼ $1,395
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$189,043$187,648▼ $1,395
Total Liabilities and Net Assets / Fund Balance$219,298$210,996▼ $8,302

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$134,816$264,630$399,446
Equipment$7,643$25,197$32,840
Leasehold Improvements$0$20,541$20,541
Land$14,010-$14,010
Other Land Buildings$0$0$0
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael WelchPresident
Dale JohnsonVice President
Sue BlankBoard Director
Tracy AllenBoard Director
Jeff UrbaniakSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$28,025
Program Service Revenue
$28,750
Investment Income
$92
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-1,395
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$45,554
Salaries, Compensation, and Employee Benefits$12,708
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$21,538$0$0$21,538
Depreciation Depletion$11,133$0$0$11,133
Other Salaries and Wages$7,266$2,422$0$9,688
Payments to Affiliates$0$5,467$0$5,467
Office Expenses$3,436$1,146$0$4,582
Other Employee Benefits$1,555$519$0$2,074
Travel$1,491$0$0$1,491
Insurance$1,329$0$0$1,329
Payroll Taxes$709$237$0$946
Other Expenses$0$14$0$14
Total Functional Expenses$48,457$9,805$0$58,262
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
Clint Thursby
Title
Chief Financial Officer
Phone
7153946617
Signed
2025-04-22

Organization Details

Principal Officer
Alan Rock
Formed
1997
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 1C

No gaming (gambling) activities.

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.

Raw XML AppendixShowing 400 of 620 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/Form990PartVIISectionAGrp/PersonNm2Jeff Urbaniak
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary/Treasurer
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IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Creating 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0189043
IRS990/NetAssetsOrFundBalancesEOYAmt0187648
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0189043
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0187648
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt021538
IRS990/OccupancyGrp/TotalAmt021538
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01146
IRS990/OfficeExpensesGrp/ProgramServicesAmt03436
IRS990/OfficeExpensesGrp/TotalAmt04582
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0519
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01555
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02074
IRS990/OtherExpensesGrp/Desc0Bad Debt
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt014
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02422
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07266
IRS990/OtherSalariesAndWagesGrp/TotalAmt09688
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt05467
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt05467
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0237
IRS990/PayrollTaxesGrp/ProgramServicesAmt0709
IRS990/PayrollTaxesGrp/TotalAmt0946
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01071
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01190
IRS990/PrincipalOfficerNm0Alan Rock
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Tenant Fees
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt028750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028750
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt028698
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt061
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt062975
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt027779
IRS990/PYRevenuesLessExpensesAmt0-28005
IRS990/PYSalariesCompEmpBnftPaidAmt021568
IRS990/PYTotalExpensesAmt084543
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt056538
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1395
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt056867
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt044517

Document Assets

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Filings

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
2024Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits