Civic Intelligence

Beloit Assisted Living Inc.

990 • Fiscal year 2022 • EIN 39-2021602

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 01, 2023

Organization ProfileN/A
20 Eclipse CenterBeloit, WI 53511

(608) 313-1300

Siviq Scores

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

Liabilities / Assets

39th percentile

0.03x

Higher debt load relative to assets than 39% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

63rd percentile

0.17x

Higher debt load relative to revenue than 63% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

16th percentile

-17%

Higher net margin than 16% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

79th percentile

$130,989

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 65.1% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

40th percentile

-1.8%

Faster asset growth than 40% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

50th percentile

5.9%

Faster revenue growth than 50% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$1,350,467

Down $25,025 (-1.8%) from 2021

Net Assets

Down

$1,315,350

Down $33,820 (-2.5%) from 2021

Liabilities

Up

$35,117

Up $8,795 (+33%) from 2021

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin16th percentile

Revenue

Up

$201,168

Up $11,162 (+5.9%) from 2021

Expenses

Down

$234,988

Down $7,077 (-2.9%) from 2021

Net Income

Up

-$33,820

Up $18,239 (+35%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $1,925,897Liabilities 2010: $2,272,597Net Assets 2010: -$346,7002010Assets 2011: $1,889,813Liabilities 2011: $2,271,298Net Assets 2011: -$381,4852011Assets 2012: $1,860,193Liabilities 2012: $2,280,839Net Assets 2012: -$420,6462012Assets 2013: $1,822,658Liabilities 2013: $2,271,767Net Assets 2013: -$449,1092013Assets 2014: $1,757,484Liabilities 2014: $2,273,189Net Assets 2014: -$515,7052014Assets 2015: $1,686,686Liabilities 2015: $2,272,429Net Assets 2015: -$585,7432015Assets 2016: $1,629,953Liabilities 2016: $2,271,264Net Assets 2016: -$641,3112016Assets 2017: $1,582,668Liabilities 2017: $19,063Net Assets 2017: $1,563,6052017Assets 2018: $1,540,534Liabilities 2018: $25,245Net Assets 2018: $1,515,2892018Assets 2019: $1,499,465Liabilities 2019: $25,842Net Assets 2019: $1,473,6232019Assets 2020: $1,427,352Liabilities 2020: $26,123Net Assets 2020: $1,401,2292020Assets 2021: $1,375,492Liabilities 2021: $26,322Net Assets 2021: $1,349,1702021Assets 2022: $1,350,467Liabilities 2022: $35,117Net Assets 2022: $1,315,3502022Assets 2023: $1,281,318Liabilities 2023: $23,487Net Assets 2023: $1,257,8312023Assets 2024: $1,274,540Liabilities 2024: $42,870Net Assets 2024: $1,231,6702024

Highlighted filing

2022

Assets$1,350,467
Liabilities$35,117
Net Assets$1,315,350
Open 2022 Filing

Operations Trend

Revenue Growth50th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $167,6912010Expenses 2011: $176,2832011Expenses 2012: $181,0322012Revenue 2013: $146,539Expenses 2013: $175,002Net Income 2013: -$28,4632013Revenue 2014: $145,208Expenses 2014: $211,804Net Income 2014: -$66,5962014Revenue 2015: $150,472Expenses 2015: $220,510Net Income 2015: -$70,0382015Revenue 2016: $153,614Expenses 2016: $209,182Net Income 2016: -$55,5682016Revenue 2017: $152,983Expenses 2017: $199,567Net Income 2017: -$46,5842017Revenue 2018: $152,807Expenses 2018: $201,123Net Income 2018: -$48,3162018Revenue 2019: $156,977Expenses 2019: $198,643Net Income 2019: -$41,6662019Revenue 2020: $165,682Expenses 2020: $238,076Net Income 2020: -$72,3942020Revenue 2021: $190,006Expenses 2021: $242,065Net Income 2021: -$52,0592021Revenue 2022: $201,168Expenses 2022: $234,988Net Income 2022: -$33,8202022Revenue 2023: $212,689Expenses 2023: $270,208Net Income 2023: -$57,5192023Revenue 2024: $233,461Expenses 2024: $259,622Net Income 2024: -$26,1612024

Highlighted filing

2022

Revenue$201,168
Expenses$234,988
Net Income-$33,820
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 1, 2023
Return Version
2022v5.0
Gross Receipts
$201,168
Mission and Program Overview

Mission

The benevolent purpose of beloit assisted living, inc. Is to provide elderly persons (age 62 and over) and handicapped persons with housing facilities and services specially designed to meet their physical, social and psychological needs and to promote their health, security, happiness, and usefulness in longer living.

The benevolent purpose of beloit assisted living, inc. Is to provide elderly persons & handicapped persons with housing facilities & services specially designed to meet their physical, social & psychological needs & to promote their health, security, happiness, & usefulness in longer living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,309,499$1,257,148▼ $52,351
Pledges and Grants Receivable$14,523$32,263▲ $17,740
Savings and Temporary Cash Investments$27,098$27,851▲ $753
Accounts Receivable$780$3,437▲ $2,657
Prepaid Expenses and Deferred Charges$1,450$1,446▼ $4
Cash and Non-Interest-Bearing Accounts$50$0▼ $50
Total Assets$1,375,492$1,350,467▼ $25,025
Other Assets Total$22,092$28,322▲ $6,230
Liabilities
Accounts Payable and Accrued Expenses$14,615$22,582▲ $7,967
Other Liabilities$9,401$8,716▼ $685
Deferred Revenue$2,306$3,819▲ $1,513
Total Liabilities$26,322$35,117▲ $8,795
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,349,170$1,315,350▼ $33,820
Total Net Assets Fund Balance$1,349,170$1,315,350▼ $33,820
Total Liabilities and Net Assets / Fund Balance$1,375,492$1,350,467▼ $25,025

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,244,747$1,013,274$2,258,021
Equipment$8,260$22,580$30,840
Land$4,141-$4,141
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleOtherTotal
J Marcellus PerryPresident$130,989$130,989
Debbie SheldonSecretary/treasurer$94,252$94,252
Laura LauxVice President$93,621$93,621

Board Members and Trustees

NameTitle
Erin DavisChair
Amanda SookrajChair Through 7/1/2022
Alan KupsikSecond Vice Chair
JEN O'CONNELLVice-chair
Renee JohnsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$199,950
Investment Income
$242
Other Revenue
$976
Change in Net Assets
$-33,820

Audited Revenue Reconciliation

Revenue per Audited Statements
$201,168
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$201,168
Total Revenue per Form 990
$201,168
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$234,988
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
Depreciation Depletion$61,856--$61,856
Other Expenses$47,390--$47,390
Occupancy$39,600--$39,600
Fees for Services Other$8,783$30,091-$38,874
Fees for Services Management-$19,445-$19,445
Office Expenses$5,891$8,021-$13,912
Insurance$6,996--$6,996
Fees for Services Accounting-$6,900-$6,900
Interest-$15-$15
Total Functional Expenses$170,516$64,472$0$234,988

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$234,988
Total Expenses per Audited Statements$234,988
Total Expenses per Form 990$234,988
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
Tenant Security Deposits$8,716
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board of directors review the final draft of the form 990 prior to filing with the internal revenue service.”

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

“Officers and directors are asked to self disclose annually. Any director or officer having material or financial interest in a contract or transaction presented to the board of directors is to disclose all relevant material facts in the conflict of interest disclosure. The minutes of the meeting must reflect the disclosure made, the vote, and, where applicable, the abstention from voting and participation, as well as whether a quorum was present.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Beloit Assisted Living Inc
EIN
39-2021602
Phone
6083131300
Address
20 ECLIPSE CENTER, BELOIT, WI 53511

Signing Officer

Name
J Marcellus Perry
Title
Executive Director
Phone
6087552470
Signed
2023-06-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Marcellus Perry
Formed
2001
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
4
Employees
0
Volunteers
18

Preparer

Firm
Wipfli Llp
Address
PO BOX 8700, MADISON, WI 53708-8700
Preparer
Mike Webber
Phone
6082741980
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Cleaning service: program service expenses 2,600. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,600. Other contract services: program service expenses 6,183. Management and general expenses 30,091. Fundraising expenses 0. Total expenses 36,274.”

Financial Statement Notes

PART X, LINE 2:

“Beloit assisted living, inc. Is required to assess whether it is more likely than not that a tax position will be sustained upon examination on the technical merits of the position assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more likely than not recognition threshold, the benefit of the position is not recognized in the financial statements. Beloit assisted living, inc. Has determined there are no amounts to record as assets or liabilities related to uncertain tax positions.”

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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt014523
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt032263
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01450
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01446
IRS990/PrincipalOfficerNm0J MARCELLUS PERRY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0199950
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0199950
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt017
IRS990/PYOtherExpensesAmt0242065
IRS990/PYOtherRevenueAmt01139
IRS990/PYProgramServiceRevenueAmt0188850
IRS990/PYRevenuesLessExpensesAmt0-52059
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0242065
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0190006
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-33820
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0199950
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027098
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027851
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0242
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt054
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0574
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0598
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01485
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0199950
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0188850
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0164387
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0153820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0148889
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0855896
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0976
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt01139
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt01241
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt02583
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt03320
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt09259
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0242
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0574
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0598
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01485
IRS990ScheduleA/InvestmentIncomeCYPct00.00170
IRS990ScheduleA/InvestmentIncomePYPct00.00180
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99830
IRS990ScheduleA/PublicSupportPY509Pct00.99820
IRS990ScheduleA/PublicSupportTotal509Amt0865155
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0200926
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0189989
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0165628
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0156403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0152209
IRS990ScheduleA/Total509Grp/TotalAmt0865155
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0201168
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0190006
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0165682
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0156977
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0152807
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0866640
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01244747
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01013274
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02258021
IRS990ScheduleD/EquipmentGrp/BookValueAmt08260
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022580
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt030840
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0234988
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt04141
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt04141
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08716
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0201168
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BELOIT ASSISTED LIVING, INC. IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. BELOIT ASSISTED LIVING, INC. HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01257148
IRS990ScheduleD/TotalExpensesPerForm990Amt0234988
IRS990ScheduleD/TotalLiabilityAmt08716
IRS990ScheduleD/TotalRevenuePerForm990Amt0201168
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0201168
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0234988
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEW THE FINAL DRAFT OF THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS AND DIRECTORS ARE ASKED TO SELF DISCLOSE ANNUALLY. ANY DIRECTOR OR OFFICER HAVING MATERIAL OR FINANCIAL INTEREST IN A CONTRACT OR TRANSACTION PRESENTED TO THE BOARD OF DIRECTORS IS TO DISCLOSE ALL RELEVANT MATERIAL FACTS IN THE CONFLICT OF INTEREST DISCLOSURE. THE MINUTES OF THE MEETING MUST REFLECT THE DISCLOSURE MADE, THE VOTE, AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION, AS WELL AS WHETHER A QUORUM WAS PRESENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLEANING SERVICE: PROGRAM SERVICE EXPENSES 2,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,600. OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 6,183. MANAGEMENT AND GENERAL EXPENSES 30,091. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,274.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0391052077
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO FIGHT POVERTY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt020 ECLIPSE CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BELOIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053511
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01375492
IRS990/TotalAssetsEOYAmt01350467
IRS990/TotalAssetsGrp/BOYAmt01375492
IRS990/TotalAssetsGrp/EOYAmt01350467
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt064472
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0170516
IRS990/TotalFunctionalExpensesGrp/TotalAmt0234988
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026322
IRS990/TotalLiabilitiesEOYAmt035117
IRS990/TotalLiabilitiesGrp/BOYAmt026322
IRS990/TotalLiabilitiesGrp/EOYAmt035117

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,350,467
Liabilities
$35,117
Net assets
$1,315,350
Revenue
$201,168
Expenses
$234,988
Net income
-$33,820
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.04$1.23$0.23$0.26$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.02$1.26$0.21$0.27$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.04$1.32$0.20$0.23$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.03$1.35$0.19$0.24$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.03$1.40$0.17$0.24$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.03$1.47$0.16$0.20$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.03$1.52$0.15$0.20$0.05
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.58$0.02$1.56$0.15$0.20$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$2.27$0.64$0.15$0.21$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$2.27$0.59$0.15$0.22$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$2.27$0.52$0.15$0.21$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.82$2.27$0.45$0.15$0.18$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$2.28$0.42$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$2.27$0.38$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$2.27$0.35$0.17
Peer Organizations

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