Civic Intelligence

Lacasa Village Inc.

990 • Fiscal year 2013 • EIN 39-1991269

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 22, 2014

410 Arcadian AvenueWaukesha, WI 53186

(262) 547-0887

Siviq Scores

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

Liabilities / Assets

97th percentile

1.67x

Higher debt load relative to assets than 97% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

96th percentile

3.61x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

51st percentile

3.4%

Higher net margin than 51% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

29th percentile

-3.3%

Faster asset growth than 29% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$887,531

Down $30,740 (-3.3%) from 2012

Net Assets

Up

-$597,782

Up $14,195 (+2.3%) from 2012

Liabilities

Down

$1,485,313

Down $44,935 (-2.9%) from 2012

Revenue

$411,889

No earlier filing loaded for comparison.

Expenses

Up

$397,694

Up $3,767 (+1.0%) from 2012

Net Income

$14,195

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0MAssets 2010: $984,994Liabilities 2010: $1,603,670Net Assets 2010: -$618,6762010Assets 2011: $962,641Liabilities 2011: $1,574,800Net Assets 2011: -$612,1592011Assets 2012: $918,271Liabilities 2012: $1,530,248Net Assets 2012: -$611,9772012Assets 2013: $887,531Liabilities 2013: $1,485,313Net Assets 2013: -$597,7822013Assets 2014: $871,188Liabilities 2014: $1,448,352Net Assets 2014: -$577,1642014Assets 2015: $866,378Liabilities 2015: $1,413,586Net Assets 2015: -$547,2082015Assets 2016: $868,562Liabilities 2016: $1,366,297Net Assets 2016: -$497,7352016Assets 2017: $855,578Liabilities 2017: $1,303,694Net Assets 2017: -$448,1162017Assets 2018: $867,549Liabilities 2018: $1,265,887Net Assets 2018: -$398,3382018Assets 2019: $956,067Liabilities 2019: $1,283,600Net Assets 2019: -$327,5332019Assets 2020: $928,153Liabilities 2020: $1,184,550Net Assets 2020: -$256,3972020Assets 2021: $962,664Liabilities 2021: $1,179,383Net Assets 2021: -$216,7192021Assets 2022: $925,847Liabilities 2022: $1,118,096Net Assets 2022: -$192,2492022Assets 2023: $958,112Liabilities 2023: $1,066,304Net Assets 2023: -$108,1922023Assets 2024: $988,061Liabilities 2024: $1,032,257Net Assets 2024: -$44,1962024

Highlighted filing

2013

Assets$887,531
Liabilities$1,485,313
Net Assets-$597,782

Operations Trend

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

$600K$400K$200K$0Expenses 2010: $363,0392010Expenses 2011: $371,7832011Expenses 2012: $393,9272012Revenue 2013: $411,889Expenses 2013: $397,694Net Income 2013: $14,1952013Revenue 2014: $418,946Expenses 2014: $398,328Net Income 2014: $20,6182014Revenue 2015: $420,609Expenses 2015: $390,653Net Income 2015: $29,9562015Revenue 2016: $430,593Expenses 2016: $381,120Net Income 2016: $49,4732016Revenue 2017: $427,857Expenses 2017: $378,238Net Income 2017: $49,6192017Revenue 2018: $431,735Expenses 2018: $381,957Net Income 2018: $49,7782018Revenue 2019: $438,103Expenses 2019: $367,298Net Income 2019: $70,8052019Revenue 2020: $427,722Expenses 2020: $356,586Net Income 2020: $71,1362020Revenue 2021: $425,945Expenses 2021: $386,267Net Income 2021: $39,6782021Revenue 2022: $436,052Expenses 2022: $411,582Net Income 2022: $24,4702022Revenue 2023: $490,756Expenses 2023: $406,699Net Income 2023: $84,0572023Revenue 2024: $510,152Expenses 2024: $446,156Net Income 2024: $63,9962024

Highlighted filing

2013

Revenue$411,889
Expenses$397,694
Net Income$14,195
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 22, 2014
Return Version
2013v3.1
Gross Receipts
$412,357
Mission and Program Overview

Mission

To provide low cost housing for the elderly and disabled

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$572,159$524,216▼ $47,943
Intangible Assets$34,690$33,229▼ $1,461
Cash and Non-Interest-Bearing Accounts$14,940$9,599▼ $5,341
Accounts Receivable$3,603$2,628▼ $975
Total Assets$918,271$887,531▼ $30,740
Other Assets Total$292,879$317,859▲ $24,980
Liabilities
Other Liabilities$1,462,776$1,427,869▼ $34,907
Accounts Payable and Accrued Expenses$67,472$57,444▼ $10,028
Total Liabilities$1,530,248$1,485,313▼ $44,935
Net Assets / Fund Balance
Temporarily Rstr Net Assets$22,572$22,572→ $0
Unrestricted Net Assets$-634,549$-620,354▲ $14,195
Total Net Assets Fund Balance$-611,977$-597,782▲ $14,195
Total Liabilities and Net Assets / Fund Balance$918,271$887,531▼ $30,740

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$362,845$1,329,260$1,692,105
Equipment$18,280$117,618$135,898
Land$129,740-$129,740
Other Land Buildings$13,351$501$13,852
Other Assets Org$6,387--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Fred StierChairperson
Elizabeth a NearyVice Chairpe
Anselmo VillarrealBoard Member
Elizabeth McdowellBoard Member
Jose VasquezBoard Member
Shari CampbellBoard Member
Xochitl DriscollBoard Member
Kerry GillisSecretary
Russ HeilTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$405,548
Investment Income
$2,248
Other Revenue
$4,093
Change in Net Assets
$14,195

Audited Revenue Reconciliation

Revenue per Audited Statements
$411,889
Total Revenue per Audited Statements
$411,889
Total Revenue per Form 990
$411,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$313,027
Salaries, Compensation, and Employee Benefits$84,667
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$159,214$880-$160,094
Depreciation Depletion$61,327$1,461-$62,788
Other Salaries and Wages$52,391$2,989-$55,380
Fees for Services Management$26,345--$26,345
Other Employee Benefits$22,751$864-$23,615
Fees for Services Accounting$16,354$773-$17,127
Office Expenses$7,100$789-$7,889
Fees for Services Other$6,900--$6,900
Payroll Taxes$5,465$207-$5,672
Fees for Services Legal$3,775--$3,775
Insurance$1,307$50-$1,357
Other Expenses$4$10-$4
Total Functional Expenses$389,671$8,023$0$397,694

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$397,694
Total Expenses per Audited Statements$397,694
Total Expenses per Form 990$397,694
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
Long Term Debt$1,414,974
Other Current Liabilities$12,895
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
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Review by the treasurer, cfo and executive director

Form 990, Page 6, Part VI, Line 12C

Policy is signed as acknowledged at hiring and updated annually. Vendor list is reviewed annually. Any conflicts are disclosed to hr for resolution.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

EIN
39-1991269
Phone
2625470887

Signing Officer

Name
Fred Stier
Title
Chairperson
Phone
2625470887
Signed
2014-04-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fred Stier
Formed
2000
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
6
Employees
4
Volunteers
20

Preparer

Preparer
Valorie a Boczkiewicz
Phone
2625480444
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04684
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05181
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt017681
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0415073
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0391706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0372782
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0371954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0358612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01910127
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02716
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02403
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02697
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04684
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05181
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt017681
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99080
IRS990ScheduleA/PublicSupportPY509Pct00.98730
IRS990ScheduleA/PublicSupportTotal509Amt01910127
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0415073
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0391706
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0372782
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0371954
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0358612
IRS990ScheduleA/Total509Grp/TotalAmt01910127
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0417789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0394109
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0375479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0376638
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0363793
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01927808
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0362845
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01329260
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01692105
IRS990ScheduleD/EquipmentGrp/BookValueAmt018280
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0117618
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0135898
IRS990ScheduleD/ExpensesSubtotalAmt0397694
IRS990ScheduleD/LandGrp/BookValueAmt0129740
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0129740
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0311472
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt16387
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESTRICTED DEPOSITS AND FUNDED RESER
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PREPAID EXPENSES AND MISC ASSETS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013351
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0501
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt013852
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01414974
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt112895
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LONG TERM DEBT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER CURRENT LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt0411889
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0524216
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0317859
IRS990ScheduleD/TotalExpensesPerForm990Amt0397694
IRS990ScheduleD/TotalLiabilityAmt01427869
IRS990ScheduleD/TotalRevenuePerForm990Amt0411889
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0411889
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0397694
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW BY THE TREASURER, CFO AND EXECUTIVE DIRECTOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POLICY IS SIGNED AS ACKNOWLEDGED AT HIRING AND UPDATED ANNUALLY. VENDOR LIST IS REVIEWED ANNUALLY. ANY CONFLICTS ARE DISCLOSED TO HR FOR RESOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10LA CASA DE ESPERANZA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11LA CASA VILLAGE II INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0391144446
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1391932103
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501 C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOW-INCOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1HOUSING CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt19
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10410 ARCADIAN AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine11410 ARCADIAN AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0WAUKESHA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1WAUKESHA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode053186
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode153186
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt022572
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt022572
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0918271

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.99$1.03$0.04$0.51$0.45$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.96$1.07$0.11$0.49$0.41$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.93$1.12$0.19$0.44$0.41$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.96$1.18$0.22$0.43$0.39$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.93$1.18$0.26$0.43$0.36$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.96$1.28$0.33$0.44$0.37$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.87$1.27$0.40$0.43$0.38$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.86$1.30$0.45$0.43$0.38$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.87$1.37$0.50$0.43$0.38$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.87$1.41$0.55$0.42$0.39$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.87$1.45$0.58$0.42$0.40$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.89$1.49$0.60$0.41$0.40$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$1.53$0.61$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$1.57$0.61$0.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$1.60$0.62$0.36