Civic Intelligence

Whitewater Manor Inc.

990 • Fiscal year 2014 • EIN 39-2011157

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 09, 2015

Organization ProfileN/A
2 E Mifflin StreetSuite 801Madison, WI 53703

(608) 663-6390

Siviq Scores

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

Liabilities / Assets

91st percentile

0.89x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

94th percentile

2.88x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

36th percentile

-1.1%

Higher net margin than 36% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

90th percentile

$114,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 57.9% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

23rd percentile

-5.6%

Faster asset growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

46th percentile

2.4%

Faster revenue growth than 46% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$637,417

Down $37,843 (-5.6%) from 2013

Net Assets

Down

$70,254

Down $2,234 (-3.1%) from 2013

Liabilities

Down

$567,163

Down $35,609 (-5.9%) from 2013

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin36th percentile

Revenue

Up

$196,976

Up $4,685 (+2.4%) from 2013

Expenses

Up

$199,210

Up $21,649 (+12%) from 2013

Net Income

Down

-$2,234

Down $16,964 (-115%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $707,011Liabilities 2010: $663,397Net Assets 2010: $43,6142010Assets 2011: $684,613Liabilities 2011: $644,513Net Assets 2011: $40,1002011Assets 2012: $672,391Liabilities 2012: $614,633Net Assets 2012: $57,7582012Assets 2013: $675,260Liabilities 2013: $602,772Net Assets 2013: $72,4882013Assets 2014: $637,417Liabilities 2014: $567,163Net Assets 2014: $70,2542014Assets 2015: $620,094Liabilities 2015: $547,081Net Assets 2015: $73,0132015Assets 2016: $610,966Liabilities 2016: $522,361Net Assets 2016: $88,6052016Assets 2017: $1,410,568Liabilities 2017: $1,270,376Net Assets 2017: $140,1922017Assets 2018: $1,378,318Liabilities 2018: $1,209,594Net Assets 2018: $168,7242018Assets 2019: $1,356,094Liabilities 2019: $1,184,807Net Assets 2019: $171,2872019Assets 2020: $1,316,918Liabilities 2020: $1,169,538Net Assets 2020: $147,3802020Assets 2021: $1,297,052Liabilities 2021: $1,193,241Net Assets 2021: $103,8112021Assets 2022: $1,272,011Liabilities 2022: $1,200,299Net Assets 2022: $71,7122022Assets 2023: $1,250,829Liabilities 2023: $1,223,154Net Assets 2023: $27,6752023Assets 2024: $1,128,826Liabilities 2024: $1,259,997Net Assets 2024: -$131,1712024

Highlighted filing

2014

Assets$637,417
Liabilities$567,163
Net Assets$70,254
Open 2014 Filing

Operations Trend

Revenue Growth46th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $186,4402010Expenses 2011: $190,9222011Revenue 2012: $188,444Expenses 2012: $170,786Net Income 2012: $17,6582012Revenue 2013: $192,291Expenses 2013: $177,561Net Income 2013: $14,7302013Revenue 2014: $196,976Expenses 2014: $199,210Net Income 2014: -$2,2342014Revenue 2015: $196,876Expenses 2015: $194,117Net Income 2015: $2,7592015Revenue 2016: $201,812Expenses 2016: $186,220Net Income 2016: $15,5922016Revenue 2017: $214,653Expenses 2017: $180,787Net Income 2017: $33,8662017Revenue 2018: $215,277Expenses 2018: $186,745Net Income 2018: $28,5322018Revenue 2019: $218,454Expenses 2019: $215,891Net Income 2019: $2,5632019Revenue 2020: $200,820Expenses 2020: $224,727Net Income 2020: -$23,9072020Revenue 2021: $212,232Expenses 2021: $255,801Net Income 2021: -$43,5692021Revenue 2022: $223,729Expenses 2022: $255,828Net Income 2022: -$32,0992022Revenue 2023: $230,100Expenses 2023: $274,137Net Income 2023: -$44,0372023Revenue 2024: $245,060Expenses 2024: $403,906Net Income 2024: -$158,8462024

Highlighted filing

2014

Revenue$196,976
Expenses$199,210
Net Income-$2,234
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 9, 2015
Return Version
2014v5.0
Gross Receipts
$196,976
Mission and Program Overview

Mission

The organization was formed to provide housing to low-income elderly or disabled persons in whitewater, wisconsin.

The organization's mission is to preserve low-income and affordable low-income and affordable housing for elderly and disabled persons in whitewater, wisconsin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$537,285$522,731▼ $14,554
Cash and Non-Interest-Bearing Accounts$22,548$11,744▼ $10,804
Prepaid Expenses and Deferred Charges$2,689$2,929▲ $240
Accounts Receivable$1,641$993▼ $648
Savings and Temporary Cash Investments$0$0→ $0
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$675,260$637,417▼ $37,843
Other Assets Total$111,097$99,020▼ $12,077
Liabilities
Mortgage Notes Payable Secured by Investment Property$576,337$552,253▼ $24,084
Accounts Payable and Accrued Expenses$20,322$8,653▼ $11,669
Other Liabilities$5,468$5,329▼ $139
Deferred Revenue$645$928▲ $283
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$602,772$567,163▼ $35,609
Net Assets / Fund Balance
Unrestricted Net Assets$72,488$70,254▼ $2,234
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$72,488$70,254▼ $2,234
Total Liabilities and Net Assets / Fund Balance$675,260$637,417▼ $37,843

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$438,449$222,151$660,600
Equipment$7,890$82,612$90,502
Land$73,362-$73,362
Other Land Buildings$3,030$4,462$7,492
Other Assets Org$3,689--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleOtherTotal
John Petersen IiiPresident$114,000$114,000
James J HoltTreasurer$8,250$8,250
Ann F WenzelDirector$3,500$3,500
Paul SentySecretary$1,250$1,250

Board Members and Trustees

NameTitle
DANIEL J O'CONNELLDirector
Erich SchwenkerDirector
Gregory C CollinsDirector
Shelly AlvaradoDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$117,932
Program Service Revenue
$78,844
Investment Income
$200
Other Revenue
$0
Change in Net Assets
$-2,234

Audited Revenue Reconciliation

Revenue per Audited Statements
$196,976
Total Revenue per Audited Statements
$196,976
Total Revenue per Form 990
$196,976
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$199,210
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$105,050--$105,050
Depreciation Depletion$19,474--$19,474
Other Expenses$14,677--$14,677
Fees for Services Management-$12,446-$12,446
Fees for Services Accounting$5,880--$5,880
Advertising$808--$808
Office Expenses$711--$711
Fees for Services Legal$190--$190
Travel$54--$54
Total Functional Expenses$186,764$12,446$0$199,210

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$199,210
Total Expenses per Audited Statements$199,210
Total Expenses per Form 990$199,210
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
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
TENANTS' SECURITY DEPOSITS$5,329
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
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes
Filing and Contact Details

Filer

Filer Name
Whitewater Manor Inc
EIN
39-2011157
In Care Of
% DANIEL J O'CONNELL
Phone
6086636390
Address
2 E MIFFLIN STREET, Suite 801, MADISON, WI 53703

Signing Officer

Name
John Petersen Iii
Title
President
Phone
6086636390
Signed
2015-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Petersen Iii
Formed
2000
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Sva Certified Public Accountants
Address
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717
Preparer
Kirsten Houghton
Phone
6086636390
Supplemental Narrative

Additional Explanations

Delegate Control Over Management Duties

“Form 990, part vi, section a, line 3 whitewater manor, inc. Executed a property management agreement for property management services to be performed by cardinal capital management, inc.”

Form 990 Review Process

“FORM 990, PART VI, SECTION B, LINE 11B The Board Members review the draft Form 990 prior to submission of the Form to the IRS. The audit firm, which was chosen by the Board, prepares the FORM 990. Accounting staff of Astar Capital Management, Inc., which provides asset management services for the organization, reviews the Form 990 prior to the submission to the Board for Review.”

Governance Policies

“FORM 990, PART VI, SECTION B, LINE 12C The President of the Board is directly involved with proposed or ongoing transactions and monitors any potential conflicts of interest. Additionally, Board Members that are also on the WHPC Board complete an annual Conflict of Interest Disclosure Form to identify any conflicts of interest with WHPC. Any Board members with a conflict of interest in a proposed transaction must abstain from voting on the transaction.”

Governing Documents and Financial Statements Available to the Public

“Form 990, part vi, section c, line 19 financial statements and other documents are available upon request.”

Financial Statement Notes

Fin 48 Footnote

“PART X, LINE 2 The organization's income tax filings are subject to audit by various taxing authorities. Open periods subject to audit for federal and Wisconsin purposes are generally the previous three and four years of tax returns filed, respectively. There were no interest or penalties recorded for the year ended December 31, 2014.”

Raw XML AppendixShowing 400 of 580 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt020322
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08653
IRS990/AccountsReceivableGrp/BOYAmt01641
IRS990/AccountsReceivableGrp/EOYAmt0993
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S MISSION IS TO PRESERVE LOW-INCOME AND AFFORDABLE LOW-INCOME AND AFFORDABLE HOUSING FOR ELDERLY AND DISABLED PERSONS IN WHITEWATER, WISCONSIN.
IRS990/AdvertisingGrp/ProgramServicesAmt0808
IRS990/AdvertisingGrp/TotalAmt0808
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0DANIEL J O'CONNELL
IRS990/BooksInCareOfDetail/PhoneNum06086636390
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02 E MIFFLIN STREET SUITE 801
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053703
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt022548
IRS990/CashNonInterestBearingGrp/EOYAmt011744
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0117932
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0200
IRS990/CYOtherExpensesAmt0199210
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt078844
IRS990/CYRevenuesLessExpensesAmt0-2234
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0199210
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0196976
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0645
IRS990/DeferredRevenueGrp/EOYAmt0928
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt019474
IRS990/DepreciationDepletionGrp/TotalAmt019474
IRS990/Desc0WHITEWATER MANOR IS A 26 UNIT BUILDING WHICH PROVIDES HOUSING TO LOW-INCOME ELDERLY OR DISABLED PERSONS IN WHITEWATER, WISCONSIN.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0186764
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05880
IRS990/FeesForServicesAccountingGrp/TotalAmt05880
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0190
IRS990/FeesForServicesLegalGrp/TotalAmt0190
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt012446
IRS990/FeesForServicesManagementGrp/TotalAmt012446
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt015.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt14.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt72.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.1
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0110000
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN PETERSEN III
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES J HOLT
IRS990/Form990PartVIISectionAGrp/PersonNm2ANN F WENZEL
IRS990/Form990PartVIISectionAGrp/PersonNm3DANIEL J O'CONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm4ERICH SCHWENKER
IRS990/Form990PartVIISectionAGrp/PersonNm5GREGORY C COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm6SHELLY ALVARADO
IRS990/Form990PartVIISectionAGrp/PersonNm7PAUL SENTY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt04000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt23500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt71250
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt0117932
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0196976
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0200
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0200
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0309225
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0537285
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0522731
IRS990/LandBldgEquipCostOrOtherBssAmt0831956
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION WAS FORMED TO PROVIDE HOUSING TO LOW-INCOME ELDERLY OR DISABLED PERSONS IN WHITEWATER, WISCONSIN.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0576337
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0552253
IRS990/NetAssetsOrFundBalancesBOYAmt072488
IRS990/NetAssetsOrFundBalancesEOYAmt070254
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0105050
IRS990/OccupancyGrp/TotalAmt0105050
IRS990/OfficeExpensesGrp/ProgramServicesAmt0711
IRS990/OfficeExpensesGrp/TotalAmt0711
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0111097
IRS990/OtherAssetsTotalGrp/EOYAmt099020
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACTED MAINTENANCE WAGES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS ADMIN.
IRS990/OtherExpensesGrp/Desc2BAD DEBTS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS FINANCIAL EXP.
IRS990/OtherExpensesGrp/ProgramServicesAmt026444
IRS990/OtherExpensesGrp/ProgramServicesAmt16744
IRS990/OtherExpensesGrp/ProgramServicesAmt26732
IRS990/OtherExpensesGrp/ProgramServicesAmt314677
IRS990/OtherExpensesGrp/TotalAmt026444
IRS990/OtherExpensesGrp/TotalAmt16744
IRS990/OtherExpensesGrp/TotalAmt26732
IRS990/OtherExpensesGrp/TotalAmt314677
IRS990/OtherLiabilitiesGrp/BOYAmt05468
IRS990/OtherLiabilitiesGrp/EOYAmt05329
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02689
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02929
IRS990/PrincipalOfficerNm0JOHN PETERSEN III
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1LAUNDRY RECEIPTS
IRS990/ProgramServiceRevenueGrp/Desc2OTHER INCOME (LATE FEES & DAMAGE FEES)
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt074671
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12009
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22164
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt074671
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12009
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22164
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0132837
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0186
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0177561
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt059268
IRS990/PYRevenuesLessExpensesAmt014730
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0177561
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0192291
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2234
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt078844
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0117932
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0132837
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0129461
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0122850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0120395
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0623475
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0200
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0186
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0231
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0328
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0317
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt078844
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059268
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058752
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064230
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt068121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0329215
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0186
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0231
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0328
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0317
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01262
IRS990ScheduleA/InvestmentIncomeCYPct00.00132
IRS990ScheduleA/InvestmentIncomePYPct00.00139
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99868
IRS990ScheduleA/PublicSupportPY509Pct00.99861
IRS990ScheduleA/PublicSupportTotal509Amt0952690
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0196776
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0192105
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0188213
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0187080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0188516
IRS990ScheduleA/Total509Grp/TotalAmt0952690
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0196976
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0192291
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0188444
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0187408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0188833
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0953952
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0438449
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0222151
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0660600
IRS990ScheduleD/EquipmentGrp/BookValueAmt07890
IRS990ScheduleD/EquipmentGrp/DepreciationAmt082612
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt090502
IRS990ScheduleD/ExpensesSubtotalAmt0199210
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt073362
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt073362
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt05580
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt187231
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt22520
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt30
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt43689
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TENANTS' SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1REPLACEMENT RESERVES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESIDUAL RECEIPTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3PILOT ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4INSURANCE ESCROW

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$637,417
Liabilities
$567,163
Net assets
$70,254
Revenue
$196,976
Expenses
$199,210
Net income
-$2,234
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$1.26$0.13$0.25$0.40$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$1.22$0.03$0.23$0.27$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$1.20$0.07$0.22$0.26$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$1.19$0.10$0.21$0.26$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$1.17$0.15$0.20$0.22$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$1.18$0.17$0.22$0.22$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$1.21$0.17$0.22$0.19$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$1.27$0.14$0.21$0.18$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.52$0.09$0.20$0.19$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.55$0.07$0.20$0.19$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.57$0.07$0.20$0.20$0.00
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.68$0.60$0.07$0.19$0.18$0.01
2012Summary only. Only limited summary data is available for this year.$0.67$0.61$0.06$0.19$0.17$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.64$0.04$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.66$0.04$0.19