Civic Intelligence

Phoenix Villa Inc

990 • Fiscal year 2017 • EIN 93-0743822

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 10, 2017

Organization Profile
1416 Cumming AveSuperior, WI 54880

(715) 394-6617

Siviq Scores

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

Liabilities / Assets

98th percentile

1.77x

Higher debt load relative to assets than 98% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

3.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

60th percentile

6.5%

Higher net margin than 60% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

49th percentile

3.6%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

1.0%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$5,781,689

Up $198,369 (+3.6%) from 2016

Net Assets

Up

-$4,459,110

Up $220,953 (+4.7%) from 2016

Liabilities

Down

$10,240,799

Down $22,584 (-0.2%) from 2016

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin60th percentile

Revenue

Up

$3,408,934

Up $34,229 (+1.0%) from 2016

Expenses

Up

$3,187,850

Up $328,010 (+11%) from 2016

Net Income

Down

$221,084

Down $293,781 (-57%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MAssets 2012: $5,205,066Liabilities 2012: $11,036,446Net Assets 2012: -$5,831,3802012Assets 2013: $5,349,585Liabilities 2013: $10,978,758Net Assets 2013: -$5,629,1732013Assets 2014: $5,311,692Liabilities 2014: $10,786,861Net Assets 2014: -$5,475,1692014Assets 2015: $5,422,544Liabilities 2015: $10,617,472Net Assets 2015: -$5,194,9282015Assets 2016: $5,583,320Liabilities 2016: $10,263,383Net Assets 2016: -$4,680,0632016Assets 2017: $5,781,689Liabilities 2017: $10,240,799Net Assets 2017: -$4,459,1102017Assets 2018: $6,123,736Liabilities 2018: $10,198,788Net Assets 2018: -$4,075,0522018Assets 2019: $6,009,528Liabilities 2019: $9,660,546Net Assets 2019: -$3,651,0182019Assets 2020: $5,794,533Liabilities 2020: $8,975,882Net Assets 2020: -$3,181,3492020Assets 2021: $6,290,805Liabilities 2021: $8,777,639Net Assets 2021: -$2,486,8342021Assets 2022: $6,846,792Liabilities 2022: $8,751,899Net Assets 2022: -$1,905,1072022Assets 2023: $6,884,988Liabilities 2023: $8,405,488Net Assets 2023: -$1,520,5002023Assets 2024: $7,667,385Liabilities 2024: $8,478,524Net Assets 2024: -$811,1392024Assets 2025: $8,557,772Liabilities 2025: $8,558,395Net Assets 2025: -$6232025

Highlighted filing

2017

Assets$5,781,689
Liabilities$10,240,799
Net Assets-$4,459,110
Open 2017 Filing

Operations Trend

Revenue Growth39th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $3,225,552Expenses 2012: $3,567,484Net Income 2012: -$341,9322012Revenue 2013: $3,106,048Expenses 2013: $2,903,841Net Income 2013: $202,2072013Revenue 2014: $3,173,037Expenses 2014: $3,019,033Net Income 2014: $154,0042014Revenue 2015: $3,255,871Expenses 2015: $2,975,632Net Income 2015: $280,2392015Revenue 2016: $3,374,705Expenses 2016: $2,859,840Net Income 2016: $514,8652016Revenue 2017: $3,408,934Expenses 2017: $3,187,850Net Income 2017: $221,0842017Revenue 2018: $3,473,316Expenses 2018: $3,089,220Net Income 2018: $384,0962018Revenue 2019: $3,505,142Expenses 2019: $3,081,105Net Income 2019: $424,0372019Revenue 2020: $3,573,725Expenses 2020: $3,104,056Net Income 2020: $469,6692020Revenue 2021: $3,604,464Expenses 2021: $2,909,949Net Income 2021: $694,5152021Revenue 2022: $3,558,998Expenses 2022: $2,977,271Net Income 2022: $581,7272022Revenue 2023: $3,635,754Expenses 2023: $3,251,147Net Income 2023: $384,6072023Revenue 2024: $4,016,364Expenses 2024: $3,307,003Net Income 2024: $709,3612024Revenue 2025: $4,071,508Expenses 2025: $3,260,992Net Income 2025: $810,5162025

Highlighted filing

2017

Revenue$3,408,934
Expenses$3,187,850
Net Income$221,084
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 10, 2017
Return Version
2016v3.0
Gross Receipts
$3,408,934
Mission and Program Overview

Mission

Creating homes by bringing safe and affordable housing opportunities to seniors and persons with disabilities.

subsidized housing for low income senior citizens, developmentally disabled, and mentally ill people

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,226,637$3,085,738▼ $140,899
Savings and Temporary Cash Investments$1,608,326$1,754,776▲ $146,450
Intangible Assets$510,795$490,363▼ $20,432
Cash and Non-Interest-Bearing Accounts$174,686$373,999▲ $199,313
Prepaid Expenses and Deferred Charges$56,481$63,521▲ $7,040
Accounts Receivable$6,395$13,292▲ $6,897
Total Assets$5,583,320$5,781,689▲ $198,369
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,876,374$9,644,777▼ $231,597
Accounts Payable and Accrued Expenses$387,009$596,022▲ $209,013
Total Liabilities$10,263,383$10,240,799▼ $22,584
Net Assets / Fund Balance
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Unrestricted Net Assets$-4,680,063$-4,459,110▲ $220,953
Total Net Assets Fund Balance$-4,680,063$-4,459,110▲ $220,953
Total Liabilities and Net Assets / Fund Balance$5,583,320$5,781,689▲ $198,369

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,590,577$8,139,685$10,730,262
Equipment$7,699$663,022$670,721
Land$410,177-$410,177
Other Land Buildings$77,285$240,559$317,844
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Jeff UrbaniakPresident
Kristin JohnsonVice President
Jim EricksonBoard Member
Joanne GilbertsonBoard Member
Joseph KoehlerSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,046,235
Program Service Revenue
$1,361,201
Investment Income
$1,498
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$221,084

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,408,934
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$3,408,934
Total Revenue per Form 990
$3,408,934
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,383,253
Salaries, Compensation, and Employee Benefits$804,597
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$1,232,250--$1,232,250
Other Salaries and Wages$433,138$188,943-$622,081
Interest$395,919--$395,919
Depreciation Depletion$347,010--$347,010
Payments to Affiliates-$204,138-$204,138
Other Employee Benefits$91,265$32,662-$123,927
Insurance$85,259--$85,259
Office Expenses$36,719$36,719-$73,438
Payroll Taxes$43,147$15,442-$58,589
Travel$18,255--$18,255
Fees for Services Accounting$8,575$8,575-$17,150
Advertising$9,416--$9,416
Fees for Services Legal-$418-$418
Total Functional Expenses$2,700,953$486,897$0$3,187,850

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,187,892
Expenses per Audited Statements$3,187,850
Total Expenses per Form 990$3,187,850
Expenses Not Reported on Form 990$42
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The management function has been contracted with Catholic Charities Bureau, a related party.”

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

“The Board of Directors of Catholic Charities Bureau, Inc. appoints the board members of Phoenix Villa, Inc.”

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

“Dissolution of the corporate entity and/or changes to the bylaws requires the approval of the Board of Directors of Catholic Charities Bureau, Inc.”

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

“Form 990 is reviewed by board members at a regularly scheduled board meeting which may occur following submission of Form 990 to the Internal Revenue Service.”

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

“All board members are reminded annually that they are required to reveal any circumstance which could possibly be construed to be a conflict of interest to their role of serving on the board of directors.”

Form 990, Part VI, Section C, Line 19

“All request for information are processed based on the merits of each circumstance.”

Filing and Contact Details

Filer

Filer Name
Phoenix Villa Inc
EIN
93-0743822
Phone
7153946617
Address
1416 Cumming Ave, Superior, WI 54880

Signing Officer

Name
Gary Valley
Title
Director of Housing
Phone
7153947741
Signed
2017-08-10

Organization Details

Principal Officer
Gary Valley
Formed
1980
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2B

“All wages and withheld payroll taxes were reported to the Internal Revenue Service by Catholic Charities Bureau, Inc. Catholic Charities Bureau is our parent organization and provides payroll services to Phoenix Villa.”

Financial Statement Notes

Schedule D, Part XII, Line 2D

“Unreconciled audit variance”

Raw XML AppendixShowing 400 of 487 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.

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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03408934
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01608326
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01754776
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Represents tenants' portion of occupancy charges
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02046235
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01999512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01886086
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01924877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01886531
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09743241
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01341
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01030
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0853
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0666
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05388
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt06559623
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01361201
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01373852
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01368755
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01236964
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01218851
IRS990ScheduleA/OtherIncome170Grp/TotalAmt06559623
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59744
IRS990ScheduleA/PublicSupportPY170Pct00.59770
IRS990ScheduleA/PublicSupportTotal170Amt09743241
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02046235
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01999512
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01886086
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01924877
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01886531
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09743241
IRS990ScheduleA/TotalSupportAmt016308252
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02590577
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08139685
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010730262
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt07699
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0663022
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0670721
IRS990ScheduleD/ExpensesNotReportedAmt042
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03187850
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LandGrp/BookValueAmt0410177
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0410177
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt00
IRS990ScheduleD/OtherExpensesIncludedAmt042
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt077285
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0240559
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0317844
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03408934
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Unreconciled audit variance
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part XII, Line 2d
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03085738
IRS990ScheduleD/TotalExpensesPerForm990Amt03187850
IRS990ScheduleD/TotalRevenuePerForm990Amt03408934
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03408934
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03187892
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All wages and withheld payroll taxes were reported to the Internal Revenue Service by Catholic Charities Bureau, Inc. Catholic Charities Bureau is our parent organization and provides payroll services to Phoenix Villa.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The management function has been contracted with Catholic Charities Bureau, a related party.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board of Directors of Catholic Charities Bureau, Inc. appoints the board members of Phoenix Villa, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dissolution of the corporate entity and/or changes to the bylaws requires the approval of the Board of Directors of Catholic Charities Bureau, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990 is reviewed by board members at a regularly scheduled board meeting which may occur following submission of Form 990 to the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All board members are reminded annually that they are required to reveal any circumstance which could possibly be construed to be a conflict of interest to their role of serving on the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6All request for information are processed based on the merits of each circumstance.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part V, Line 2b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Catholic Charities Bureau Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0390940744
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Social services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(vi)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01416 Cumming Ave
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Superior
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd054880
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0204138
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt11334613
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Management contract approved by the U.S. Department of Housing and Urban Development.
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Administrative and operating costs incurred by Phoenix Villa and paid by Catholic Charities Bureau.
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Catholic Charities Bureau Inc

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,781,689
Liabilities
$10,240,799
Net assets
-$4,459,110
Revenue
$3,408,934
Expenses
$3,187,850
Net income
$221,084
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.56$8.56$0.00$4.07$3.26$0.81
2024Detailed filing. Detailed filing data is available for this year.$7.67$8.48$0.81$4.02$3.31$0.71
2023Detailed filing. Detailed filing data is available for this year.$6.88$8.41$1.52$3.64$3.25$0.38
2022Detailed filing. Detailed filing data is available for this year.$6.85$8.75$1.91$3.56$2.98$0.58
2021Detailed filing. Detailed filing data is available for this year.$6.29$8.78$2.49$3.60$2.91$0.69
2020Detailed filing. Detailed filing data is available for this year.$5.79$8.98$3.18$3.57$3.10$0.47
2019Detailed filing. Detailed filing data is available for this year.$6.01$9.66$3.65$3.51$3.08$0.42
2018Detailed filing. Detailed filing data is available for this year.$6.12$10.2$4.08$3.47$3.09$0.38
2017Detailed filing. Detailed filing data is available for this year.$5.78$10.2$4.46$3.41$3.19$0.22
2016Detailed filing. Detailed filing data is available for this year.$5.58$10.3$4.68$3.37$2.86$0.51
2015Detailed filing. Detailed filing data is available for this year.$5.42$10.6$5.19$3.26$2.98$0.28
2014Summary only. Only limited summary data is available for this year.$5.31$10.8$5.48$3.17$3.02$0.15
2013Summary only. Only limited summary data is available for this year.$5.35$11.0$5.63$3.11$2.90$0.20
2012Summary only. Only limited summary data is available for this year.$5.21$11.0$5.83$3.23$3.57$0.34