Civic Intelligence

Sumac Trail Apartments Inc

990 • Fiscal year 2017 • EIN 39-1915496

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 07, 2017

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

77th percentile

0.10x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

94th percentile

0.78x

Higher debt load relative to revenue than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

46th percentile

0.1%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

2.2%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$354,375

Up $461 (+0.1%) from 2016

Net Assets

Down

$320,275

Down $6,327 (-1.9%) from 2016

Liabilities

Up

$34,100

Up $6,788 (+25%) from 2016

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin19th percentile

Revenue

Up

$43,535

Up $918 (+2.2%) from 2016

Expenses

Up

$49,862

Up $4,624 (+10%) from 2016

Net Income

Down

-$6,327

Down $3,706 (-141%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$400K$300K$200K$100K$0Assets 2012: $376,224Liabilities 2012: $28,767Net Assets 2012: $347,4572012Assets 2013: $363,786Liabilities 2013: $28,171Net Assets 2013: $335,6152013Assets 2014: $356,126Liabilities 2014: $27,995Net Assets 2014: $328,1312014Assets 2015: $357,005Liabilities 2015: $27,782Net Assets 2015: $329,2232015Assets 2016: $353,914Liabilities 2016: $27,312Net Assets 2016: $326,6022016Assets 2017: $354,375Liabilities 2017: $34,100Net Assets 2017: $320,2752017Assets 2018: $342,622Liabilities 2018: $40,670Net Assets 2018: $301,9522018Assets 2019: $319,803Liabilities 2019: $28,999Net Assets 2019: $290,8042019Assets 2020: $318,182Liabilities 2020: $30,292Net Assets 2020: $287,8902020Assets 2021: $316,175Liabilities 2021: $34,255Net Assets 2021: $281,9202021Assets 2022: $327,076Liabilities 2022: $40,834Net Assets 2022: $286,2422022Assets 2023: $313,528Liabilities 2023: $33,103Net Assets 2023: $280,4252023Assets 2024: $306,905Liabilities 2024: $34,625Net Assets 2024: $272,2802024Assets 2025: $306,416Liabilities 2025: $41,769Net Assets 2025: $264,6472025

Highlighted filing

2017

Assets$354,375
Liabilities$34,100
Net Assets$320,275
Open 2017 Filing

Operations Trend

Revenue Growth52nd percentile

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

$100K$50K$0-$50KRevenue 2012: $41,538Expenses 2012: $51,840Net Income 2012: -$10,3022012Revenue 2013: $43,513Expenses 2013: $55,355Net Income 2013: -$11,8422013Revenue 2014: $43,359Expenses 2014: $50,843Net Income 2014: -$7,4842014Revenue 2015: $43,200Expenses 2015: $42,108Net Income 2015: $1,0922015Revenue 2016: $42,617Expenses 2016: $45,238Net Income 2016: -$2,6212016Revenue 2017: $43,535Expenses 2017: $49,862Net Income 2017: -$6,3272017Revenue 2018: $43,879Expenses 2018: $62,202Net Income 2018: -$18,3232018Revenue 2019: $37,932Expenses 2019: $49,080Net Income 2019: -$11,1482019Revenue 2020: $42,960Expenses 2020: $45,874Net Income 2020: -$2,9142020Revenue 2021: $44,122Expenses 2021: $50,092Net Income 2021: -$5,9702021Revenue 2022: $44,334Expenses 2022: $40,012Net Income 2022: $4,3222022Revenue 2023: $45,176Expenses 2023: $50,993Net Income 2023: -$5,8172023Revenue 2024: $50,319Expenses 2024: $58,464Net Income 2024: -$8,1452024Revenue 2025: $50,742Expenses 2025: $58,375Net Income 2025: -$7,6332025

Highlighted filing

2017

Revenue$43,535
Expenses$49,862
Net Income-$6,327
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 7, 2017
Return Version
2016v3.0
Gross Receipts
$43,535
Mission and Program Overview

Mission

Creating homes by bringing safe and affordable housing opportunities to persons with disabilities

Subsidized housing for low income persons with chronic mental illness

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$292,190$282,039▼ $10,151
Savings and Temporary Cash Investments$39,307$47,298▲ $7,991
Intangible Assets$16,159$15,579▼ $580
Cash and Non-Interest-Bearing Accounts$5,235$8,181▲ $2,946
Prepaid Expenses and Deferred Charges$1,023$1,278▲ $255
Total Assets$353,914$354,375▲ $461
Liabilities
Other Liabilities$22,851$22,851→ $0
Accounts Payable and Accrued Expenses$4,461$11,249▲ $6,788
Total Liabilities$27,312$34,100▲ $6,788
Net Assets / Fund Balance
Unrestricted Net Assets$326,602$320,275▼ $6,327
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$326,602$320,275▼ $6,327
Total Liabilities and Net Assets / Fund Balance$353,914$354,375▲ $461

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$262,239$143,806$406,045
Land$19,800-$19,800
Equipment$0$4,608$4,608
Other Land Buildings$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Jeff UrbaniakPresident
Kristin JohnsonVice President
James EricksonBoard Member
Joanne GilbertsonBoard member
Joseph KoehlerSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24,212
Program Service Revenue
$19,280
Investment Income
$43
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-6,327
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$40,429
Salaries, Compensation, and Employee Benefits$9,433
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$23,669--$23,669
Depreciation Depletion$10,732--$10,732
Other Salaries and Wages$4,595$2,815-$7,410
Payments to Affiliates-$3,770-$3,770
Other Employee Benefits$837$512-$1,349
Office Expenses$654$653-$1,307
Insurance$823--$823
Payroll Taxes$418$256-$674
Travel$68--$68
Advertising$60--$60
Total Functional Expenses$41,856$8,006$0$49,862
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
Loan payable to Catholic Charities Bureau$22,851
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 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
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 members of Sumac Trail Apartments, Inc.”

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

“The Sumac Trail Apartments, 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 board members at a regularly scheduled board 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 members 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 C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Sumac Trail Apartments Inc
EIN
39-1915496
Phone
7153946617
Address
1416 Cumming Ave, Superior, WI 54880

Signing Officer

Name
Gary Valley
Title
Director of Housing
Phone
7153947741
Signed
2017-08-07

Organization Details

Principal Officer
Gary Valley
Formed
2003
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5
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.”

Raw XML AppendixShowing 400 of 464 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04461
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011249
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Subsidized housing for low income persons with chronic mental illness
IRS990/AdvertisingGrp/ProgramServicesAmt060
IRS990/AdvertisingGrp/TotalAmt060
IRS990/AllOtherContributionsAmt00
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0Clint Thursby
IRS990/BooksInCareOfDetail/PhoneNum07153946617
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0Catholic Charities Bureau
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt01416 Cumming Ave
IRS990/BooksInCareOfDetail/USAddress/CityNm0Superior
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054880
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt05235
IRS990/CashNonInterestBearingGrp/EOYAmt08181
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt024212
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt043
IRS990/CYOtherExpensesAmt040429
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt019280
IRS990/CYRevenuesLessExpensesAmt0-6327
IRS990/CYSalariesCompEmpBnftPaidAmt09433
IRS990/CYTotalExpensesAmt049862
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt043535
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt010732
IRS990/DepreciationDepletionGrp/TotalAmt010732
IRS990/Desc06 units of subsidized housing for low income chronically mentally ill people, which enables them to live independently in the community.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt041856
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd01
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0Jeff Urbaniak
IRS990/Form990PartVIISectionAGrp/PersonNm1Kristin Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm2Joseph Koehler
IRS990/Form990PartVIISectionAGrp/PersonNm3James Erickson
IRS990/Form990PartVIISectionAGrp/PersonNm4Joanne Gilbertson
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board member
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt024212
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt043535
IRS990/GroupExemptionNum00928
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0823
IRS990/InsuranceGrp/TotalAmt0823
IRS990/IntangibleAssetsGrp/BOYAmt016159
IRS990/IntangibleAssetsGrp/EOYAmt015579
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt043
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt043
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0148414
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0292190
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0282039
IRS990/LandBldgEquipCostOrOtherBssAmt0430453
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
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
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0326602
IRS990/NetAssetsOrFundBalancesEOYAmt0320275
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt023669
IRS990/OccupancyGrp/TotalAmt023669
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0653
IRS990/OfficeExpensesGrp/ProgramServicesAmt0654
IRS990/OfficeExpensesGrp/TotalAmt01307
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0512
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0837
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01349
IRS990/OtherLiabilitiesGrp/BOYAmt022851
IRS990/OtherLiabilitiesGrp/EOYAmt022851
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02815
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04595
IRS990/OtherSalariesAndWagesGrp/TotalAmt07410
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt03770
IRS990/PaymentsToAffiliatesGrp/TotalAmt03770
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0256
IRS990/PayrollTaxesGrp/ProgramServicesAmt0418
IRS990/PayrollTaxesGrp/TotalAmt0674
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01023
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01278
IRS990/PrincipalOfficerNm0Gary Valley
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Tenant Fees
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019280
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019280
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt023898
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt036
IRS990/PYOtherExpensesAmt035659
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt018683
IRS990/PYRevenuesLessExpensesAmt0-2621
IRS990/PYSalariesCompEmpBnftPaidAmt09579
IRS990/PYTotalExpensesAmt045238
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt042617
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-6327
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt043535
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt039307
IRS990/SavingsAndTempCashInvstGrp/EOYAmt047298
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Represents tenants' portion of occupancy charges
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024212
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023898
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt022518
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021984
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023808
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0116420
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0117
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt099689
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt019280
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt018683
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt020667
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt021364
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt019693
IRS990ScheduleA/OtherIncome170Grp/TotalAmt099687
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53842
IRS990ScheduleA/PublicSupportPY170Pct00.53524
IRS990ScheduleA/PublicSupportTotal170Amt0116420
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024212
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt023898
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt022518
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021984
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023808
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0116420
IRS990ScheduleA/TotalSupportAmt0216224
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/BookValueAmt0262239
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0143806
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0406045
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04608
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04608
IRS990ScheduleD/LandGrp/BookValueAmt019800
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt019800
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022851
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Loan payable to Catholic Charities Bureau
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0282039
IRS990ScheduleD/TotalLiabilityAmt022851
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 members of Sumac Trail Apartments, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Sumac Trail Apartments, Inc. corporate entity cannot be dissolved without the approval of Catholic Charities Bureau, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990 is reviewed by board members at a regularly scheduled board meeting which may occur following the submission of Form 990 to the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All board members 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 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 C, Line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
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/TransactionsRelatedOrgGrp/InvolvedAmt03770
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt110517
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Management contract subject to approval by the U.S. Department of Housing and Urban Development
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Actual costs incurred that were directly attributable to the reporting entity
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Catholic Charities Bureau Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Catholic Charities Bureau Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0m
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1p
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0353914
IRS990/TotalAssetsEOYAmt0354375
IRS990/TotalAssetsGrp/BOYAmt0353914
IRS990/TotalAssetsGrp/EOYAmt0354375
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt024212
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$354,375
Liabilities
$34,100
Net assets
$320,275
Revenue
$43,535
Expenses
$49,862
Net income
-$6,327
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.42$2.65$0.51$0.58$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.35$2.72$0.50$0.58$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.33$2.80$0.45$0.51$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$0.41$2.86$0.44$0.40$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.34$2.82$0.44$0.50$0.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.30$2.88$0.43$0.46$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.29$2.91$0.38$0.49$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$0.41$3.02$0.44$0.62$0.18
2017Detailed filing. Detailed filing data is available for this year.$3.54$0.34$3.20$0.44$0.50$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.54$0.27$3.27$0.43$0.45$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.28$3.29$0.43$0.42$0.01
2014Summary only. Only limited summary data is available for this year.$3.56$0.28$3.28$0.43$0.51$0.07
2013Summary only. Only limited summary data is available for this year.$3.64$0.28$3.36$0.44$0.55$0.12
2012Summary only. Only limited summary data is available for this year.$3.76$0.29$3.47$0.42$0.52$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits