Civic Intelligence

St Clare Terrace Inc

990 • Fiscal year 2015 • EIN 39-1974121

Jan 01, 2015 to Dec 31, 2015 • Filed on May 20, 2016

Organization ProfileSTCLARETERRACE.ORG
7732 South 51st StreetFranklin, WI 53132

(414) 423-5277

Siviq Scores

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

Liabilities / Assets

96th percentile

1.42x

Higher debt load relative to assets than 96% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

92nd percentile

3.20x

Higher debt load relative to revenue than 92% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

27th percentile

-5.1%

Higher net margin than 27% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

27th percentile

-3.8%

Faster asset growth than 27% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

-2.3%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$3,505,034

Down $137,187 (-3.8%) from 2014

Net Assets

Down

-$1,457,472

Down $79,041 (-5.7%) from 2014

Liabilities

Down

$4,962,506

Down $58,146 (-1.2%) from 2014

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin27th percentile

Revenue

Down

$1,548,956

Down $36,653 (-2.3%) from 2014

Expenses

Down

$1,627,997

Down $17,504 (-1.1%) from 2014

Net Income

Down

-$79,041

Down $19,149 (-32%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $4,208,188Liabilities 2010: $5,273,740Net Assets 2010: -$1,065,5522010Assets 2011: $4,049,475Liabilities 2011: $5,179,088Net Assets 2011: -$1,129,6132011Assets 2012: $3,950,274Liabilities 2012: $5,113,284Net Assets 2012: -$1,163,0102012Assets 2013: $3,742,095Liabilities 2013: $5,060,634Net Assets 2013: -$1,318,5392013Assets 2014: $3,642,221Liabilities 2014: $5,020,652Net Assets 2014: -$1,378,4312014Assets 2015: $3,505,034Liabilities 2015: $4,962,506Net Assets 2015: -$1,457,4722015Assets 2016: $3,459,621Liabilities 2016: $4,899,701Net Assets 2016: -$1,440,0802016Assets 2017: $3,470,685Liabilities 2017: $5,085,610Net Assets 2017: -$1,614,9252017Assets 2018: $3,440,980Liabilities 2018: $4,469,258Net Assets 2018: -$1,028,2782018

Highlighted filing

2015

Assets$3,505,034
Liabilities$4,962,506
Net Assets-$1,457,472
Open 2015 Filing

Operations Trend

Revenue Growth34th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,442,4712010Expenses 2011: $1,481,4152011Expenses 2012: $1,513,7862012Revenue 2013: $1,415,325Expenses 2013: $1,570,854Net Income 2013: -$155,5292013Revenue 2014: $1,585,609Expenses 2014: $1,645,501Net Income 2014: -$59,8922014Revenue 2015: $1,548,956Expenses 2015: $1,627,997Net Income 2015: -$79,0412015Revenue 2016: $1,548,195Expenses 2016: $1,530,803Net Income 2016: $17,3922016Revenue 2017: $1,386,236Expenses 2017: $1,561,081Net Income 2017: -$174,8452017Revenue 2018: $1,303,686Expenses 2018: $1,329,928Net Income 2018: -$26,2422018

Highlighted filing

2015

Revenue$1,548,956
Expenses$1,627,997
Net Income-$79,041
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 20, 2016
Return Version
2015v2.1
Gross Receipts
$1,548,956
Mission and Program Overview

Mission

St. Clare terrace, inc. (the organization), was formed on august 20, 1999, as a wisconsin non-profit, nonstock corporation under chapter 181 of the wisconsin statutes. The organization was formed for the purpose of providing a 59-unit assisted living facility in milwaukee, wisconsin, known as st. Clare terrace (the project), financed with mortgage bonds from the wisconsin health and educational facilities authority (whefa). The project is designed to be operated as a residential care apartment complex (rcac) in accordance with section 50.034 of the wisconsin statutes and chapter 89 of the wisconsin administrative code. The certificate of occupancy was issued on january 31, 2001.

The organization was formed for the purpose of providing a 59-unit assisted living facility in milwaukee, wisconsin, known as st. Clare terrace.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,760,188$2,642,727▼ $117,461
Cash and Non-Interest-Bearing Accounts$173,114$218,610▲ $45,496
Accounts Receivable$109,558$105,606▼ $3,952
Intangible Assets$106,155$98,468▼ $7,687
Prepaid Expenses and Deferred Charges$6,216$7,547▲ $1,331
Total Assets$3,642,221$3,505,034▼ $137,187
Other Assets Total$486,990$432,076▼ $54,914
Liabilities
Tax Exempt Bond Liabilities$3,695,000$3,605,000▼ $90,000
Mortgage Notes Payable Secured by Investment Property$690,000$690,000→ $0
Accounts Payable and Accrued Expenses$310,569$341,523▲ $30,954
Other Liabilities$248,083$248,983▲ $900
Unsecured Notes Loans Payable$77,000$77,000→ $0
Total Liabilities$5,020,652$4,962,506▼ $58,146
Net Assets / Fund Balance
Unrestricted Net Assets$-1,378,431$-1,457,472▼ $79,041
Total Net Assets Fund Balance$-1,378,431$-1,457,472▼ $79,041
Total Liabilities and Net Assets / Fund Balance$3,642,221$3,505,034▼ $137,187

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,318,722$1,450,877$3,769,599
Other Land Buildings$24,005$282,774$306,779
Land$300,000-$300,000
Other Assets Org$420,819--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Sister Mary Celine SteinChairperson
Sister Mary Patricia ReillyVice Chair
Chuck HeathBoard Member
John FaustBoard Member
Kenneth SmitsBoard Member
Mark a BojarskiBoard Member
Mary Horton-carstensenBoard Member
Philip SchultzBoard Member
Linda I NelezenTreasurer/secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Clement ManorMgmt And Consulting3939 SOUTH 92ND STREET, Greenfield, WI 53228$125,924
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,548,956
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-79,041

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,548,956
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,548,956
Total Revenue per Form 990
$1,548,956
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,627,997
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
Occupancy$620,826--$620,826
Depreciation Depletion$128,407--$128,407
Fees for Services Management$46,550--$46,550
Office Expenses$11,317--$11,317
Fees for Services Accounting$7,150--$7,150
Travel$5,086--$5,086
Advertising$4,839--$4,839
Other Expenses$3,622--$3,622
Total Functional Expenses$1,627,997$0$0$1,627,997

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,627,997
Total Expenses per Audited Statements$1,627,997
Total Expenses per Form 990$1,627,997
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Franciscan Sisters of St. Clare Loan Payable$232,000
TENANTS' SECURITY DEPOSITS PAYABLE$16,983

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWi Health and Educational Facilities Authority2006-12-20$4,155,000To refund 3/30/2000 bond issue

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,155,000$3,780,286$550,000$72,614

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“The organization pays a fee to a property management company to operate the assisted living facility and maintain the financial records of the organization.”

Form 990, Part VI, Section A, line 8B

“There are no separate committees appointed by the board of directors.”

Form 990, Part VI, Section B, line 11

“The form 990 is reviewed at a board meeting prior to submission of the 990 to the irs and is supplied by copy or email format.”

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

“The conflict of interest policy is called to the attention of the board of directors at a regular meeting once a year. Employees are reminded of the policy annually by immediate supervisors. Each director, officer, agent, and employee sign a conflict of interest statement and are to report any conflict of interest promptly to the board president. Directors are to refrain from discussing or voting on particular transactions in which he/she has an interest.”

Form 990, Part VI, Section C, line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
St Clare Terrace Inc
EIN
39-1974121
Phone
4144235277
Address
7732 South 51st Street, Franklin, WI 53132

Signing Officer

Name
Sister Mary Celine Stein
Title
Chair Person
Phone
4144235277
Signed
2016-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sister Mary Celine Stein
Formed
1999
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Firm
Sva Certified Public Accts Sc
Address
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717
Preparer
Douglas Berry
Phone
6088318181
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IRS990/MissionDesc0ST. CLARE TERRACE, INC. (THE ORGANIZATION), WAS FORMED ON AUGUST 20, 1999, AS A WISCONSIN NON-PROFIT, NONSTOCK CORPORATION UNDER CHAPTER 181 OF THE WISCONSIN STATUTES. THE ORGANIZATION WAS FORMED FOR THE PURPOSE OF PROVIDING A 59-UNIT ASSISTED LIVING FACILITY IN MILWAUKEE, WISCONSIN, KNOWN AS ST. CLARE TERRACE (THE PROJECT), FINANCED WITH MORTGAGE BONDS FROM THE WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY (WHEFA). THE PROJECT IS DESIGNED TO BE OPERATED AS A RESIDENTIAL CARE APARTMENT COMPLEX (RCAC) IN ACCORDANCE WITH SECTION 50.034 OF THE WISCONSIN STATUTES AND CHAPTER 89 OF THE WISCONSIN ADMINISTRATIVE CODE. THE CERTIFICATE OF OCCUPANCY WAS ISSUED ON JANUARY 31, 2001.
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IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL AND SERVICE INC
IRS990/ProgramServiceRevenueGrp/Desc1OTHER PROGRAM SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01543207
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15749
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01543207
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15749
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt021
IRS990/PYOtherExpensesAmt01645501
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01585588
IRS990/PYRevenuesLessExpensesAmt0-59892
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01645501
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01585609
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-79041
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01548956
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd01
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FRANCISCAN SISTERS OF ST. CLARE, INC. IS NOT REQUIRED TO OBTAIN RECOGNITION OF ITS PUBLIC CHARITY STATUS BECAUSE IT IS A CHURCH, CONVENTION OF CHURCHES, OR ASSOCIATION OF CHURCHES DESCRIBED IN SECTION 170(B)(1)(A)(I).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0990, SCHEDULE A, PART IV, SECTION A, LINE 2
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391273051
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FRANCISCAN SISTERS OF ST CLARE INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02318722
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01450877
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03769599
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01627997
IRS990ScheduleD/LandGrp/BookValueAmt0300000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0300000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt011257
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1420819
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TENANTS' SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1MORTGAGE BOND RESERVES
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt024005
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0282774
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0306779
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016983
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1232000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANTS' SECURITY DEPOSITS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FRANCISCAN SISTERS OF ST. CLARE LOAN PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01548956
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02642727
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0432076
IRS990ScheduleD/TotalExpensesPerForm990Amt01627997
IRS990ScheduleD/TotalLiabilityAmt0248983
IRS990ScheduleD/TotalRevenuePerForm990Amt01548956
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01548956
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01627997
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd00
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0THE OTHER SPENT PROCEEDS WERE USED TO REFUND A PRIOR ISSUE OF BONDS (CURRENT REFUNDING). THE PRIOR BONDS WERE ISSUED ON MARCH 30, 2000. THE REFUNDING OCCURRED IN 2007.
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt1THE DATE THE REBATE COMPUTATION WAS PERFORMED WAS FOR THE PERIOD ENDED DECEMBER 1, 2011. THERE WAS NO REBATE DUE FOR THIS TIME PERIOD.
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE K, PART II, LINE 11
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE K, PART IV, LINE 2C
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02006-12-20
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0391337855
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum097710VW95
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt04155000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0WI HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0TO REFUND 3/30/2000 BOND ISSUE
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdvanceRefundingInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CurrentRefundingInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0302100
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt072614
IRS990ScheduleK/TaxExemptBondsProceedsGrp/OtherSpentProceedsAmt03780286
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt0550000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt04155000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PAYS A FEE TO A PROPERTY MANAGEMENT COMPANY TO OPERATE THE ASSISTED LIVING FACILITY AND MAINTAIN THE FINANCIAL RECORDS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO SEPARATE COMMITTEES APPOINTED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED AT A BOARD MEETING PRIOR TO SUBMISSION OF THE 990 TO THE IRS AND IS SUPPLIED BY COPY OR EMAIL FORMAT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS CALLED TO THE ATTENTION OF THE BOARD OF DIRECTORS AT A REGULAR MEETING ONCE A YEAR. EMPLOYEES ARE REMINDED OF THE POLICY ANNUALLY BY IMMEDIATE SUPERVISORS. EACH DIRECTOR, OFFICER, AGENT, AND EMPLOYEE SIGN A CONFLICT OF INTEREST STATEMENT AND ARE TO REPORT ANY CONFLICT OF INTEREST PROMPTLY TO THE BOARD PRESIDENT. DIRECTORS ARE TO REFRAIN FROM DISCUSSING OR VOTING ON PARTICULAR TRANSACTIONS IN WHICH HE/SHE HAS AN INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FRANCISCAN SISTERS OF ST CLARE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0391273051
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 1
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,505,034
Liabilities
$4,962,506
Net assets
-$1,457,472
Revenue
$1,548,956
Expenses
$1,627,997
Net income
-$79,041
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$3.44$4.47$1.03$1.30$1.33$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.47$5.09$1.61$1.39$1.56$0.17
2016Detailed filing. Detailed filing data is available for this year.$3.46$4.90$1.44$1.55$1.53$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.51$4.96$1.46$1.55$1.63$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.64$5.02$1.38$1.59$1.65$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.74$5.06$1.32$1.42$1.57$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$5.11$1.16$1.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$5.18$1.13$1.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.21$5.27$1.07$1.44