ATRIUM OF RACINE INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: ATRIUM OF RACINE INC (EIN 39-1615970)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-09-11
IRS object ID: 201522549349301012
Schema version: 2014v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-09-11T15:52:15-05:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	410746749	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CLIFTONLARSONALLEN LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	10700 W RESEARCH DRIVE STE 200	AddressLine1Txt
City	MILWAUKEE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53226	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	391615970	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ATRIUM OF RACINE INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ATRI	BusinessNameControlTxt
Phone	2626391100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3950 N MAIN STREET	AddressLine1Txt
City	RACINE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53402	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JULIE MARKS	PersonNm
Person Title	CURRENT CFO	PersonTitleTxt
Phone	2626391100	PhoneNum
Signature	2015-09-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KIMBERLY ANDERSON CPA	PreparerPersonNm
PTIN	P00188889	PTIN
Phone	4144761880	PhoneNum
Preparation	2015-08-25	PreparationDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Principal Officer	JULIE MARKS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3950 N MAIN STREET	AddressLine1Txt
City	RACINE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53402	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,517,309	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.THEATRIUMOFRACINE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1988	FormationYr
Legal Domicile State	WI	LegalDomicileStateCd
Activity Or Mission	ATRIUM OF RACINE PROVIDES LIVING SERVICES TO OLDER ADULTS IN THE ATRIUM WHICH IS 76 UNITS OF INDEPENDENT LIVING AND BAY POINT WHICH IS 40 UNITS OF ASSISTED LIVING.	ActivityOrMissionDesc
Voting Members Governing Body	6	VotingMembersGoverningBodyCnt
Voting Members Independent	6	VotingMembersIndependentCnt
Total Employee	52	TotalEmployeeCnt
Total Volunteers	10	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$5,463	PYContributionsGrantsAmt
CY Contributions Grants	$15,550	CYContributionsGrantsAmt
PY Program Service Revenue	$2,498,926	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,298,336	CYProgramServiceRevenueAmt
PY Investment Income	$563	PYInvestmentIncomeAmt
CY Investment Income	$9,501	CYInvestmentIncomeAmt
PY Other Revenue	$351,323	PYOtherRevenueAmt
CY Other Revenue	$193,922	CYOtherRevenueAmt
PY Total Revenue	$2,856,275	PYTotalRevenueAmt
CY Total Revenue	$2,517,309	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,082,566	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,083,783	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,744,127	PYOtherExpensesAmt
CY Other Expenses	$2,665,065	CYOtherExpensesAmt
PY Total Expenses	$2,826,693	PYTotalExpensesAmt
CY Total Expenses	$3,748,848	CYTotalExpensesAmt
PY Revenues Less Expenses	$29,582	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,231,539	CYRevenuesLessExpensesAmt
Total Assets BOY	$12,059,892	TotalAssetsBOYAmt
Total Assets EOY	$10,566,323	TotalAssetsEOYAmt
Total Liabilities BOY	$14,019,697	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$13,757,667	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$1,959,805	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$3,191,344	NetAssetsOrFundBalancesEOYAmt
Mission	ATRIUM OF RACINE PROVIDES LIVING SERVICES TO OLDER ADULTS IN THE ATRIUM, WHICH IS 76 UNITS OF INDEPENDENT LIVING AND BAY POINTE, WHICH IS 40 UNITS OF ASSISTED LIVING.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$2,216,794	ExpenseAmt
Revenue	$2,492,258	RevenueAmt
Desc	AN INDEPENDENT LIVING COMMUNITY FOR SENIORS WITH 76 UNITS AND AN ASSISTED LIVING COMMUNITY FOR SENIORS WITH 40 UNITS.	Desc
Total Program Service Expenses	$2,216,794	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	18	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	52	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	6	GoverningBodyVotingMembersCnt
Independent Voting Member	6	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	Yes (1)	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ORGANIZATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2626391100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3950 N MAIN STREET	AddressLine1Txt
City	RACINE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53402	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
MICHELLE PUTZ
INTERIM CEO	1.00	39.00	Yes (X)	Yes (X)	$0	$142,092	$11,532
DANIEL RISCH
CEO	1.00	39.00	Yes (X)	Yes (X)	$0	$109,024	$6,976
DAVID TITUS
PRESIDENT	1.00	9.00	Yes (X)	Yes (X)	$0	$0	$0
MORRIS REECE
VICE PRESIDENT	1.00	9.00	Yes (X)	Yes (X)	$0	$0	$0
RAYMOND KOUKARI JR
TREASURER	1.00	9.00	Yes (X)	Yes (X)	$0	$0	$0
REV DANA O'BRIEN
SECRETARY	1.00	9.00	Yes (X)	Yes (X)	$0	$0	$0
CHERYL THOMAS
MEMBER-AT-LARGE	1.00	9.00	Yes (X)	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$251,116	TotReportableCompRltdOrgAmt
Total Other Compensation	$18,508	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$15,550	AllOtherContributionsAmt
Total Contributions	$15,550	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MONTHLY OCCUPANCY FEES	623000	$2,204,501	$2,204,501
AMORTIZATION OF INITIA	623000	$93,835	$93,835

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,298,336	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$501	TotalRevenueColumnAmt
Exclusion	$501	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Other	$9,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Other	$9,000	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,000	TotalRevenueColumnAmt
Exclusion	$9,000	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	ANCILIARY SERVICES	Desc
Business	623000	BusinessCd
Total Revenue Column	$157,657	TotalRevenueColumnAmt
Related Or Exempt Func Income	$157,657	RelatedOrExemptFuncIncomeAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$36,265	TotalRevenueColumnAmt
Related Or Exempt Func Income	$36,265	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$193,922	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,517,309	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,492,258	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$9,501	ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$843,566	TotalAmt
Program Services	$632,942	ProgramServicesAmt
Management And General	$210,624	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$109,395	TotalAmt
Program Services	$109,395	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$130,822	TotalAmt
Program Services	$130,822	ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$174,958	TotalAmt
Management And General	$174,958	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$14,169	TotalAmt
Management And General	$14,169	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$64,552	TotalAmt
Program Services	$989	ProgramServicesAmt
Management And General	$63,563	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$27,996	TotalAmt
Management And General	$27,996	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$39,860	TotalAmt
Management And General	$39,860	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$9,958	TotalAmt
Management And General	$9,958	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$434,246	TotalAmt
Program Services	$291,394	ProgramServicesAmt
Management And General	$142,852	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$58	TotalAmt
Management And General	$58	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$389,352	TotalAmt
Program Services	$389,352	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$402,448	TotalAmt
Program Services	$402,448	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$61,504	TotalAmt
Program Services	$61,504	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	Program ServicesProgramServicesAmt
BAD DEBT	$820,044	$820,044
DIETARY EXPENSE	$186,089		$186,089
SUPPLIES	$35,728	$23,869	$11,859
RECRUITING	$2,758	$2,758

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,345	TotalAmt
Management And General	$1,345	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,748,848	TotalAmt
Program Services	$2,216,794	ProgramServicesAmt
Management And General	$1,532,054	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,192,356	BOYAmt
EOY	$898,174	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$86,085	BOYAmt
EOY	$264,671	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,084,457	BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$46,876	BOYAmt
EOY	$43,459	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$15,676,049	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$7,032,978	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$8,918,620	BOYAmt
EOY	$8,643,071	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$569,117	BOYAmt
EOY	$569,117	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$162,381	BOYAmt
EOY	$147,831	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$12,059,892	BOYAmt
EOY	$10,566,323	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$365,107	BOYAmt
EOY	$419,184	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$6,873,057	BOYAmt
EOY	$6,691,330	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$6,725,000	BOYAmt
EOY	$6,520,000	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
EOY	$44,820	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
EOY	$22,824	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$56,533	BOYAmt
EOY	$59,509	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$14,019,697	BOYAmt
EOY	$13,757,667	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$1,959,805	BOYAmt
EOY	-$3,191,344	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$1,959,805	BOYAmt
EOY	-$3,191,344	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$12,059,892	BOYAmt
EOY	$10,566,323	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,231,539	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,729	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$10,087	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,110	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,463	CurrentTaxYearMinus1YearAmt
Current Tax Year	$15,550	CurrentTaxYearAmt
Total	$40,939	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,424,533	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,376,142	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,187,259	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,498,926	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,455,993	CurrentTaxYearAmt
Total	$11,942,853	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,426,262	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,386,229	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,195,369	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,504,389	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,471,543	CurrentTaxYearAmt
Total	$11,983,792	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year	$148,349	CurrentTaxYearAmt
Total	$148,349	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year	$148,349	CurrentTaxYearAmt
Total	$148,349	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$11,835,443	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,724	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,655	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$702	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$563	CurrentTaxYearMinus1YearAmt
Current Tax Year	$501	CurrentTaxYearAmt
Total	$9,145	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,724	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,655	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$702	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$563	CurrentTaxYearMinus1YearAmt
Current Tax Year	$501	CurrentTaxYearAmt
Total	$9,145	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$322,946	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$299,640	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$267,118	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$351,323	CurrentTaxYearMinus1YearAmt
Current Tax Year	$36,265	CurrentTaxYearAmt
Total	$1,277,292	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,753,932	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,688,524	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,463,189	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,856,275	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,508,309	CurrentTaxYearAmt
Total	$13,270,229	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.89190	PublicSupportCY509Pct
Public Support PY509	0.88190	PublicSupportPY509Pct
Investment Income CY	0.00070	InvestmentIncomeCYPct
Investment Income PY	0.00170	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$986,355	OtherCostOrOtherBasisAmt
Book Value	$986,355	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$12,570,519	OtherCostOrOtherBasisAmt
Depreciation	$5,670,072	DepreciationAmt
Book Value	$6,900,447	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,088,342	OtherCostOrOtherBasisAmt
Depreciation	$459,951	DepreciationAmt
Book Value	$628,391	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$912,443	OtherCostOrOtherBasisAmt
Depreciation	$843,820	DepreciationAmt
Book Value	$68,623	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$118,390	OtherCostOrOtherBasisAmt
Depreciation	$59,135	DepreciationAmt
Book Value	$59,255	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$8,643,071	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
WAIT LIST	$56,997
RESIDENT TRUST	$2,512

Field	Value	IRS element (for citing)
Total Liability	$59,509	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$2,517,309	TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported	$0	RevenueNotReportedAmt
Revenue Subtotal	$2,517,309	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,517,309	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,748,848	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$3,748,848	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$3,748,848	TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	MICHELLE PUTZ	PersonNm
Title	INTERIM CEO	TitleTxt
Base Compensation Filing Org	$0	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$122,094	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$19,998	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$7,511	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$0	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$4,021	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$0	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$153,624	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6	THE BOARD OF DIRECTORS ELECTS OTHER MEMBERS TO THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7A	THE BOARD OF DIRECTORS ELECTS OTHER MEMBERS TO THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11	THE 990 TAX RETURN IS GIVEN TO THE BOARD OF DIRECTORS, ONCE COMPLETED.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION PERFORMS REVIEWS TO ENSURE COMPLIANCE.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION HAS THIS INFORMATION AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:	THE ORGANIZATION HAS NOT CHANGED ITS PROCESSES FROM PRIOR YEARS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
TRINITY TERRACE INC
2000 DOMANIK DRIVE	RACINE	WI	53404	391667734	LOW INCOME HOUSING	WI	501(C)(3)	LINE 9	LINCOLN LUTHERAN OF RACINE INC	0
LINCOLN LUTHERAN OF RACINE INC
2000 DOMANIK DRIVE	RACINE	WI	53404	390874802	SENIOR SERIVCES	WI	501(C)(3)	LINE 1		0	N/A
LINCOLN VILLAS NORTH INC
2000 DOMANIK DRIVE	RACINE	WI	53404	391363010	LOW INCOME HOUSING	WI	501(C)(3)	LINE 9	LINCOLN LUTHERAN OF RACINE INC	0
LINCOLN LUTHERAN COMMUNITY CARE CORPORATION
2000 DOMANIK DRIVE	RACINE	WI	53404	391674718	NURSING HOME	WI	501(C)(3)	LINE 9	LINCOLN LUTHERAN OF RACINE INC	0
SIENA ON THE LAKE INC
2000 DOMANIK DRIVE	RACINE	WI	53404	452814682	SENIOR SERIVCES	WI	501(C)(3)	LINE 9	LINCOLN LUTHERAN OF RACINE INC	0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd
LINCOLN MANOR REDEVELOPMENT LLC
2000 DOMANIK DRIVE	RACINE	WI	53404	203503259	LOW INCOME HOUSING	WI	LINCOLN LUTHERAN OF RACINE INC	0	0
LINCOLN VILLAS REDEVELOPMENT LLC
2000 DOMANIK DRIVE	RACINE	WI	53404	383781716	LOW INCOME HOUSING	WI	LINCOLN LUTHERAN OF RACINE INC	0	0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	LMR MANAGING MEMBER	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2000 DOMANIK DRIVE	AddressLine1Txt
City	RACINE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53404	ZIPCd

Field	Value	IRS element (for citing)
EIN	203502780	EIN
Primary Activities	MANAGING MEMBER	PrimaryActivitiesTxt
Legal Domicile State	WI	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	LINCOLN LUTHERAN OF RACINE INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	C	EntityTypeTxt
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (1)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd