Civic Intelligence

Autumn Leaves Assisted Living Estates Inc

EIN 81-1456972 • 501(c)3 • Almena, WI

Profile

Assisted living community designed for the care and wellbeing of those living with alzheimer's and other forms of dementia.

732 10 1/2 AveAlmena, WI 54805

autumnleavesestate.com

Siviq Scores

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

Liabilities / Assets

89th percentile

0.81x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

97th percentile

7.76x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$31,442

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

98th percentile

230%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-42%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$6,276,980

Up $4,377,173 (+230%) from 2023

Liabilities

Up

$5,069,726

Up $4,077,188 (+411%) from 2023

Net Assets

Up

$1,207,254

Up $299,985 (+33%) from 2023

Operations
Liabilities / Revenue97th percentileNet Margin88th percentile

Revenue

Down

$653,555

Down $469,842 (-42%) from 2023

Expenses

Up

$353,570

Up $52,944 (+18%) from 2023

Net Income

Down

$299,985

Down $522,786 (-64%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2018: $285,523Liabilities 2018: $272,578Net Assets 2018: $12,9452018Assets 2019: $283,695Liabilities 2019: $255,879Net Assets 2019: $27,8162019Assets 2020: $282,684Liabilities 2020: $244,776Net Assets 2020: $37,9082020Assets 2021: $286,059Liabilities 2021: $235,187Net Assets 2021: $50,8722021Assets 2022: $695,221Liabilities 2022: $610,723Net Assets 2022: $84,4982022Assets 2023: $1,899,807Liabilities 2023: $992,538Net Assets 2023: $907,2692023Assets 2024: $6,276,980Liabilities 2024: $5,069,726Net Assets 2024: $1,207,2542024

Highlighted filing

2024

Assets$6,276,980
Liabilities$5,069,726
Net Assets$1,207,254
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.5M$1.0M$500K$0Revenue 2018: $195,332Expenses 2018: $159,175Net Income 2018: $36,1572018Revenue 2019: $175,501Expenses 2019: $160,630Net Income 2019: $14,8712019Revenue 2020: $213,515Expenses 2020: $197,602Net Income 2020: $15,9132020Revenue 2021: $254,966Expenses 2021: $242,002Net Income 2021: $12,9642021Revenue 2022: $305,627Expenses 2022: $272,001Net Income 2022: $33,6262022Revenue 2023: $1,123,397Expenses 2023: $300,626Net Income 2023: $822,7712023Revenue 2024: $653,555Expenses 2024: $353,570Net Income 2024: $299,9852024

Highlighted filing

2024

Revenue$653,555
Expenses$353,570
Net Income$299,985
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,276,980
Liabilities
$5,069,726
Net assets
$1,207,254
Revenue
$653,555
Expenses
$353,570
Net income
$299,985
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.28$5.07$1.21$0.65$0.35$0.30
2023Summary only. Only limited summary data is available for this year.$1.90$0.99$0.91$1.12$0.30$0.82
2022Summary only. Only limited summary data is available for this year.$0.70$0.61$0.08$0.31$0.27$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.24$0.05$0.25$0.24$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.24$0.04$0.21$0.20$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.26$0.03$0.18$0.16$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.27$0.01$0.20$0.16$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 19, 2025
Return Version
2024v5.0
Gross Receipts
$653,555
Mission and Program Overview

Mission

Assisted living community designed for the care and wellbeing of those living with alzheimer's and other forms of dementia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$741,780$1,248,632▲ $506,852
Cash and Non-Interest-Bearing Accounts$524,817$417,514▼ $107,303
Savings and Temporary Cash Investments$246,324$247,775▲ $1,451
Loans From Officers Directors$100,000$200,000▲ $100,000
Total Assets$1,899,807$6,276,980▲ $4,377,173
Other Assets Total$386,886$4,363,059▲ $3,976,173
Liabilities
Unsecured Notes Loans Payable$143,000$3,643,815▲ $3,500,815
Deferred Revenue$553,014$902,806▲ $349,792
Mortgage Notes Payable Secured by Investment Property$190,000$315,000▲ $125,000
Accounts Payable and Accrued Expenses$6,524$8,105▲ $1,581
Total Liabilities$992,538$5,069,726▲ $4,077,188
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$907,269$1,207,254▲ $299,985
Total Net Assets Fund Balance$907,269$1,207,254▲ $299,985
Total Liabilities and Net Assets / Fund Balance$1,899,807$6,276,980▲ $4,377,173

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,189,631$77,161$1,266,792
Land$59,001-$59,001
Other Assets Org$4,363,059--
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lavern WengerAdministratoPT$30,542$900$31,442

Board Members and Trustees

NameTitle
Gerald MlejnekChairman
Galen FriesenDirector
Karsten MiningerDirector
Lance LitwillerDirector
Terry HelmsDirector
Richard KoehnSecretary
Matthew JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$293,183
Program Service Revenue
$349,839
Investment Income
$10,533
Other Revenue
$0
All Other Contributions
$293,183
Change in Net Assets
$299,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$236,426
Other Expenses$117,144
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$184,945--$184,945
Occupancy$36,358--$36,358
Current Officers, Directors, Trustees, and Key Employees$31,442--$31,442
Depreciation Depletion$26,063--$26,063
Payroll Taxes$16,991--$16,991
Insurance$10,747--$10,747
Fees for Services Accounting-$7,775-$7,775
Other Expenses$3,492--$3,492
Pension Plan Contributions$3,048--$3,048
Interest$1,785--$1,785
Office Expenses-$1,350-$1,350
All Other Expenses$550--$550
Total Functional Expenses$344,445$9,125$0$353,570
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Bertha WengerSpouseEmployeeNo$9,931

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$100,000$200,000▲ $100,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
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
No
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

“All board members are provided the opportunity to review the form 990 before filing with the irs.”

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
Autumn Leaves Assisted Living
EIN
81-1456972
Phone
7154183196
Address
732 10 1/2 AVE, ALMENA, WI 54805

Signing Officer

Name
Matthew Johnson
Title
Treasurer
Phone
7154183196
Signed
2025-05-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Johnson
Formed
2016
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
6
Employees
12
Volunteers
7

Preparer

Firm
Up North Tax & Accounting LLC
Address
675 GARFIELD ST S, ALMENA, WI 54805
Preparer
Jessica Keopple
Phone
7153573013
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0813121
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt043108
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011570
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt052232
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01213214
IRS990ScheduleA/TotalSupportAmt01223754
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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
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt077161
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01266792
IRS990ScheduleD/LandGrp/BookValueAmt059001
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt059001
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04363059
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONSTRUCTION IN PROGRESS
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt04363059
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt150000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL BOARD MEMBERS ARE PROVIDED THE OPPORTUNITY TO REVIEW THE FORM 990 BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalProgramServiceRevenueAmt0349839
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IRS990/TotalRevenueGrp/ExclusionAmt010533
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0349839
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0653555
IRS990/TotalVolunteersCnt07
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06276980
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0143000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt03643815
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0732 10 1/2 AVE
IRS990/USAddress/CityNm0ALMENA
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054805
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IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0AUTUMNLEAVESESTATE.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07154183196
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AUTUMN LEAVES ASSISTED LIVING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ESTATES INC
ReturnHeader/Filer/BusinessNameControlTxt0AUTU
ReturnHeader/Filer/EIN0811456972
ReturnHeader/Filer/PhoneNum07154183196
ReturnHeader/Filer/USAddress/AddressLine1Txt0732 10 1/2 AVE
ReturnHeader/Filer/USAddress/CityNm0ALMENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054805
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0934265527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UP NORTH TAX & ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0675 GARFIELD ST S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALMENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054805
ReturnHeader/PreparerPersonGrp/PhoneNum07153573013

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