Civic Intelligence

Alverno Apartments Inc

EIN 42-1096027 • 501(c)3 • Dubuque, IA

Profile

Alverno apartments meets the needs of low-income elderly or handicapped individuals who are capable of living independently by providing safe and secure housing at an affordable cost.

3525 Windsor AvenueDubuque, IA 52001

www.alvernoapts.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

90th percentile

0.80x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

94th percentile

2.48x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

43rd percentile

1.4%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

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

Asset Growth

43rd percentile

1.5%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

17%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$2,874,969

Down $54,266 (-1.9%) from 2023

Liabilities

Down

$2,164,074

Down $184,014 (-7.8%) from 2023

Net Assets

Up

$710,895

Up $129,748 (+22%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin43rd percentile

Revenue

Up

$1,018,765

Up $71,187 (+7.5%) from 2023

Expenses

Down

$887,609

Down $46,345 (-5.0%) from 2023

Net Income

Up

$131,156

Up $117,532 (+863%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,172,294Liabilities 2011: $1,681,476Net Assets 2011: $1,490,8182011Assets 2012: $2,959,999Liabilities 2012: $1,566,759Net Assets 2012: $1,393,2402012Assets 2013: $2,712,208Liabilities 2013: $1,413,200Net Assets 2013: $1,299,0082013Assets 2014: $2,504,550Liabilities 2014: $1,346,510Net Assets 2014: $1,158,0402014Assets 2015: $2,199,969Liabilities 2015: $1,129,667Net Assets 2015: $1,070,3022015Assets 2016: $3,622,259Liabilities 2016: $2,649,438Net Assets 2016: $972,8212016Assets 2017: $3,597,635Liabilities 2017: $2,605,962Net Assets 2017: $991,6732017Assets 2018: $3,404,856Liabilities 2018: $2,551,030Net Assets 2018: $853,8262018Assets 2019: $3,188,290Liabilities 2019: $2,473,207Net Assets 2019: $715,0832019Assets 2020: $3,004,994Liabilities 2020: $2,407,474Net Assets 2020: $597,5202020Assets 2021: $2,906,641Liabilities 2021: $2,363,691Net Assets 2021: $542,9502021Assets 2022: $2,886,457Liabilities 2022: $2,318,934Net Assets 2022: $567,5232022Assets 2023: $2,929,235Liabilities 2023: $2,348,088Net Assets 2023: $581,1472023Assets 2024: $2,874,969Liabilities 2024: $2,164,074Net Assets 2024: $710,8952024

Highlighted filing

2024

Assets$2,874,969
Liabilities$2,164,074
Net Assets$710,895
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $595,313Expenses 2011: $691,023Net Income 2011: -$95,7102011Expenses 2012: $702,1872012Expenses 2013: $687,3862013Revenue 2014: $638,469Expenses 2014: $779,437Net Income 2014: -$140,9682014Revenue 2015: $633,988Expenses 2015: $721,726Net Income 2015: -$87,7382015Revenue 2016: $641,178Expenses 2016: $738,659Net Income 2016: -$97,4812016Revenue 2017: $828,383Expenses 2017: $809,531Net Income 2017: $18,8522017Revenue 2018: $674,054Expenses 2018: $811,901Net Income 2018: -$137,8472018Revenue 2019: $680,345Expenses 2019: $819,088Net Income 2019: -$138,7432019Revenue 2020: $695,051Expenses 2020: $812,614Net Income 2020: -$117,5632020Revenue 2021: $705,301Expenses 2021: $759,871Net Income 2021: -$54,5702021Revenue 2022: $812,252Expenses 2022: $787,679Net Income 2022: $24,5732022Revenue 2023: $947,578Expenses 2023: $933,954Net Income 2023: $13,6242023Revenue 2024: $1,018,765Expenses 2024: $887,609Net Income 2024: $131,1562024

Highlighted filing

2024

Revenue$1,018,765
Expenses$887,609
Net Income$131,156
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,874,969
Liabilities
$2,164,074
Net assets
$710,895
Revenue
$1,018,765
Expenses
$887,609
Net income
$131,156
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.87$2.16$0.71$1.02$0.89$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.93$2.35$0.58$0.95$0.93$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.89$2.32$0.57$0.81$0.79$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.91$2.36$0.54$0.71$0.76$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.00$2.41$0.60$0.70$0.81$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.19$2.47$0.72$0.68$0.82$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.40$2.55$0.85$0.67$0.81$0.14
2017Detailed filing. Detailed filing data is available for this year.$3.60$2.61$0.99$0.83$0.81$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.62$2.65$0.97$0.64$0.74$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.20$1.13$1.07$0.63$0.72$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.50$1.35$1.16$0.64$0.78$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$1.41$1.30$0.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$1.57$1.39$0.70
2011Summary only. Only limited summary data is available for this year.$3.17$1.68$1.49$0.60$0.69$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$1,018,765
Mission and Program Overview

Mission

Alverno apartments meets the needs of low-income elderly or handicapped individuals who are capable of living independently by providing safe and secure housing at an affordable cost.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,098,634$2,087,390▼ $11,244
Savings and Temporary Cash Investments$801,399$729,764▼ $71,635
Prepaid Expenses and Deferred Charges$159$53,349▲ $53,190
Accounts Receivable$29,043$4,466▼ $24,577
Total Assets$2,929,235$2,874,969▼ $54,266
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,178,208$2,107,503▼ $70,705
Escrow Account Liability$35,691$38,664▲ $2,973
Accounts Payable and Accrued Expenses$133,253$12,593▼ $120,660
Other Liabilities$0$4,674▲ $4,674
Deferred Revenue$936$640▼ $296
Total Liabilities$2,348,088$2,164,074▼ $184,014
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$581,147$710,895▲ $129,748
Total Net Assets Fund Balance$581,147$710,895▲ $129,748
Total Liabilities and Net Assets / Fund Balance$2,929,235$2,874,969▼ $54,266

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,979,975$4,698,974$6,678,949
Equipment$28,032$243,925$271,957
Land$79,383-$79,383
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Leanne GolinvauxPresident
Dan WellikDirector
David HarrisDirector
Sr Brenda WhetstoneDirector
Sr Margaret WickDirector
Steve CorneliusDirector
Susan PearceDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$567,885
Program Service Revenue
$450,864
Investment Income
$16
Other Revenue
$0
Change in Net Assets
$131,156
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$887,609
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$189,622--$189,622
Fees for Services Management-$157,880-$157,880
Interest$123,398--$123,398
Occupancy$113,622--$113,622
Insurance$48,714--$48,714
Fees for Services Accounting-$14,615-$14,615
Office Expenses-$11,926-$11,926
All Other Expenses$6,923--$6,923
Other Expenses$6,252--$6,252
Advertising-$4,606-$4,606
Fees for Services Legal-$2,558-$2,558
Travel-$215-$215
Total Functional Expenses$695,809$191,800$0$887,609
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
Accrued Interest Payable$4,674
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management is delegated to allegiant property management, llc, an organization that provides management, hud compliance and maintenance services to alverno apartments. David heyer, ceo of allegiant property management, supervises the operations of alverno apartments and all on-site staff are employees of allegiant property management.”

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

“The president of the congregation of sisters of st francis of dubuque has authority to designate members of the board.”

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

“The administrator reviews the completed form 990 and it is made available to the board before filing.”

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

“Board members and officers are required to sign a conflict of interest policy annually. The administrater reviews the completed form for any potential conflicts and if any are noted, they are discussed with the board. If a board member or officer has a conflict, that individual is required to present the situation to the board and may not be allowed to vote on the matter.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Alverno Apartments Inc
EIN
42-1096027
Phone
5635822364
Address
3525 WINDSOR AVENUE, DUBUQUE, IA 52001

Signing Officer

Name
David Heyer
Title
Management Agent
Phone
5635822364
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leanne Golinvaux
Formed
1978
Legal Domicile
Ia
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Blackman & Associates Pc
Address
17445 ARBOR STREET STE 200, OMAHA, NE 68130
Preparer
Dennis Blackman
Phone
4023301040
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“Tenant security deposits held in trust.”

Raw XML Appendix389 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/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0133253
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012593
IRS990/AccountsReceivableGrp/BOYAmt029043
IRS990/AccountsReceivableGrp/EOYAmt04466
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ALVERNO APARTMENTS MEETS THE NEEDS OF LOW-INCOME ELDERLY OR HANDICAPPED INDIVIDUALS WHO ARE CAPABLE OF LIVING INDEPENDENTLY BY PROVIDING SAFE AND SECURE HOUSING AT AN AFFORDABLE COST.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt04606
IRS990/AdvertisingGrp/TotalAmt04606
IRS990/AllOtherExpensesGrp/ProgramServicesAmt06923
IRS990/AllOtherExpensesGrp/TotalAmt06923
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ALLEGIANT PROPERTY MANAGEMENT LLC
IRS990/BooksInCareOfDetail/PhoneNum06087841381
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0412 S THIRD ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0LA CRESCENT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055947
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0567885
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt016
IRS990/CYOtherExpensesAmt0887609
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0450864
IRS990/CYRevenuesLessExpensesAmt0131156
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0887609
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01018765
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0936
IRS990/DeferredRevenueGrp/EOYAmt0640
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0189622
IRS990/DepreciationDepletionGrp/TotalAmt0189622
IRS990/Desc0ALVERNO APARTMENTS PROVIDES HOUSING FOR ELDERLY AND HANICAPPED INDIVIDUALS WHO QUALIFY FOR FEDERAL HOUSING ASSISTANCE. ALVERNO CONSISTS OF 100 ONE-BEDROOM APARTMENTS AND RENT IS BASED ON 30% OF ANNUAL ADJUSTED INCOME. HEAD OF HOUSEHOLD OR SPOUSE MUST BE AGE 62 OR OLDER. PERSONS YOUNGER THAN 62 MAY BE ELIGIBLE IF THEY ARE HANDICAPPED AND MEET HUD REQUIREMENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt035691
IRS990/EscrowAccountLiabilityGrp/EOYAmt038664
IRS990/ExpenseAmt0695809
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014615
IRS990/FeesForServicesAccountingGrp/TotalAmt014615
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02558
IRS990/FeesForServicesLegalGrp/TotalAmt02558
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0157880
IRS990/FeesForServicesManagementGrp/TotalAmt0157880
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm1DAN WELLIK
IRS990/Form990PartVIISectionAGrp/PersonNm2SR BRENDA WHETSTONE
IRS990/Form990PartVIISectionAGrp/PersonNm3SR MARGARET WICK
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE CORNELIUS
IRS990/Form990PartVIISectionAGrp/PersonNm5SUSAN PEARCE
IRS990/Form990PartVIISectionAGrp/PersonNm6LEANNE GOLINVAUX
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt0567885
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01018765
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt048714
IRS990/InsuranceGrp/TotalAmt048714
IRS990/InterestGrp/ProgramServicesAmt0123398
IRS990/InterestGrp/TotalAmt0123398
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt016
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04942899
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02098634
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02087390
IRS990/LandBldgEquipCostOrOtherBssAmt07030289
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ALVERNO APARTMENTS MEETS THE NEEDS OF LOW-INCOME ELDERLY OR HANDICAPPED INDIVIDUALS WHO ARE CAPABLE OF LIVING INDEPENDENTLY BY PROVIDING SAFE AND SECURE HOUSING AT AN AFFORDABLE COST.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02178208
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02107503
IRS990/NetAssetsOrFundBalancesBOYAmt0581147
IRS990/NetAssetsOrFundBalancesEOYAmt0710895
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0581147
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0710895
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0113622
IRS990/OccupancyGrp/TotalAmt0113622
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011926
IRS990/OfficeExpensesGrp/TotalAmt011926
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MAINTENANCE CONTRACTS
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MAINTENANCE SUPPLIES
IRS990/OtherExpensesGrp/Desc3BAD DEBT
IRS990/OtherExpensesGrp/ProgramServicesAmt0164182
IRS990/OtherExpensesGrp/ProgramServicesAmt122083
IRS990/OtherExpensesGrp/ProgramServicesAmt221013
IRS990/OtherExpensesGrp/ProgramServicesAmt36252
IRS990/OtherExpensesGrp/TotalAmt0164182
IRS990/OtherExpensesGrp/TotalAmt122083
IRS990/OtherExpensesGrp/TotalAmt221013
IRS990/OtherExpensesGrp/TotalAmt36252
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt04674
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0159
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt053349
IRS990/PrincipalOfficerNm0LEANNE GOLINVAUX
IRS990/PriorPeriodAdjustmentsAmt0-1408
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/Desc0RENT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1LAUNDRY AND VENDING
IRS990/ProgramServiceRevenueGrp/Desc2TENANT CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0440360
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19587
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2917
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0440360
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19587
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2917
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0556779
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016
IRS990/PYOtherExpensesAmt0933954
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0390783
IRS990/PYRevenuesLessExpensesAmt013624
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0933954
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0947578
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0131156
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0450880
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0801399
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0729764
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0567885
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0534779
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0452408
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0328813
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0324855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02208740
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0450880
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0412799
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0359844
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0376488
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0370196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01970207
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt04178947
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01018765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0947578
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0812252
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0705301
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0695051
IRS990ScheduleA/Total509Grp/TotalAmt04178947
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01018765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0947578
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0812252
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0705301
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0695051
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04178947
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01979975
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04698974
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06678949
IRS990ScheduleD/EquipmentGrp/BookValueAmt028032
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0243925
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0271957
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt079383
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt079383
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04674
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INTEREST PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TENANT SECURITY DEPOSITS HELD IN TRUST.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02087390
IRS990ScheduleD/TotalLiabilityAmt04674
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT IS DELEGATED TO ALLEGIANT PROPERTY MANAGEMENT, LLC, AN ORGANIZATION THAT PROVIDES MANAGEMENT, HUD COMPLIANCE AND MAINTENANCE SERVICES TO ALVERNO APARTMENTS. DAVID HEYER, CEO OF ALLEGIANT PROPERTY MANAGEMENT, SUPERVISES THE OPERATIONS OF ALVERNO APARTMENTS AND ALL ON-SITE STAFF ARE EMPLOYEES OF ALLEGIANT PROPERTY MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT OF THE CONGREGATION OF SISTERS OF ST FRANCIS OF DUBUQUE HAS AUTHORITY TO DESIGNATE MEMBERS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ADMINISTRATOR REVIEWS THE COMPLETED FORM 990 AND IT IS MADE AVAILABLE TO THE BOARD BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS AND OFFICERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. THE ADMINISTRATER REVIEWS THE COMPLETED FORM FOR ANY POTENTIAL CONFLICTS AND IF ANY ARE NOTED, THEY ARE DISCUSSED WITH THE BOARD. IF A BOARD MEMBER OR OFFICER HAS A CONFLICT, THAT INDIVIDUAL IS REQUIRED TO PRESENT THE SITUATION TO THE BOARD AND MAY NOT BE ALLOWED TO VOTE ON THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02929235
IRS990/TotalAssetsEOYAmt02874969
IRS990/TotalAssetsGrp/BOYAmt02929235
IRS990/TotalAssetsGrp/EOYAmt02874969
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0567885
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0191800
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0695809
IRS990/TotalFunctionalExpensesGrp/TotalAmt0887609
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02348088
IRS990/TotalLiabilitiesEOYAmt02164074
IRS990/TotalLiabilitiesGrp/BOYAmt02348088
IRS990/TotalLiabilitiesGrp/EOYAmt02164074
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0581147
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0710895
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0695809
IRS990/TotalProgramServiceRevenueAmt0450864
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0450880
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01018765
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02929235
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02874969
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0215
IRS990/TravelGrp/TotalAmt0215
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.ALVERNOAPTS.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGEMENT AGENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05635822364
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALVERNO APARTMENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0ALVE
ReturnHeader/Filer/EIN0421096027
ReturnHeader/Filer/PhoneNum05635822364
ReturnHeader/Filer/USAddress/AddressLine1Txt03525 WINDSOR AVENUE
ReturnHeader/Filer/USAddress/CityNm0DUBUQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470813847
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLACKMAN & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017445 ARBOR STREET STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068130
ReturnHeader/PreparerPersonGrp/PhoneNum04023301040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS BLACKMAN
ReturnHeader/ReturnTs02025-05-13T16:32:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $1M-$5M nonprofits