ST COLETTA OF WISCONSIN INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ST COLETTA OF WISCONSIN INC (EIN 39-0816855)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-28
- IRS object ID
- 201530289349300128
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-28T12:58:13-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8700 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537088700 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390816855 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST COLETTA OF WISCONSIN INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STCO | BusinessNameControlTxt |
| Phone | 9206744330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N4637 COUNTY ROAD Y | AddressLine1 |
| City | JEFFERSON | City |
| State | WI | State |
| ZIP Code | 53549 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY S LODUCA | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9206744330 | PhoneNum |
| Signature | 2014-12-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA VANNATTA | PreparerPersonNm |
| PTIN | P00948755 | PTIN |
| Phone | 6082741980 | PhoneNum |
| Preparation | 2014-12-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANTHONY S LODUCA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N4637 COUNTY ROAD Y | AddressLine1 |
| City | JEFFERSON | City |
| State | WI | State |
| ZIP Code | 53549 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,752,628 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STCOLETTAWI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1913 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT PERSONS WITH DEVELOPMENTAL & OTHER CHALLENGES TO ACHIEVE A HIGH QUALITY OF LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 572 | TotalEmployeeCnt |
| Total Volunteers | 89 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,856,924 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,103,410 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,174,490 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,985,947 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$43,199 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,425 | CYInvestmentIncomeAmt |
| PY Other Revenue | $123,702 | PYOtherRevenueAmt |
| CY Other Revenue | $523,675 | CYOtherRevenueAmt |
| PY Total Revenue | $16,111,917 | PYTotalRevenueAmt |
| CY Total Revenue | $16,631,457 | 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 | $11,377,034 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,532,949 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $198,910 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,603,210 | PYOtherExpensesAmt |
| CY Other Expenses | $3,838,470 | CYOtherExpensesAmt |
| PY Total Expenses | $14,980,244 | PYTotalExpensesAmt |
| CY Total Expenses | $15,371,419 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,131,673 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,260,038 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,478,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,308,475 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,599,292 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,447,434 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,879,321 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,861,041 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INSPIRED BY THE FRANCISCAN VALUES OF COMPASSION, DIGNITY AND RESPECT, WE SUPPORT PERSONS WITH DEVELOPMENTAL AND OTHER CHALLENGES TO ACHIEVE THEIR HIGHEST QUALITY OF LIFE, PERSONAL GROWTH AND SPIRITUAL AWARENESS.THE VISION OF ST. COLETTA OF WISCONSIN, INC. IS TO BE THE PREMIER PROVIDER OF SUPPORT SERVICES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES AND OTHER CHALLENGES THROUGHOUT THEIR LIFESPAN. THROUGH DYNAMIC PARTNERSHIPS, EXCEPTIONAL CUSTOMER SERVICE, A DEMONSTRATED COMMITMENT TO QUALITY AND SPIRITUALITY, THE ORGANIZATION WILL WORK WITH PERSONS RECEIVING SERVICES TO ACHIEVE THEIR BEST LIFE POSSIBLE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,077,749 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $13,985,947 | RevenueAmt |
| Desc | ST. COLETTA OF WISCONSIN OFFERS A VARIETY OF RESIDENTIAL AND VOCATIONAL/DAY PROGRAMS FOR PEOPLE WITH DEVELOPMENTAL AND OTHER DISABILITIES. OUR RESIDENTIAL PROGRAMS ARE LOCATED IN BEAUTIFUL, COMMUNITY-BASED HOMES THAT ARE STAFFED ACCORDING TO NEED. ST. COLETTA HOMES, LOCATED IN BOTH WISCONSIN AND NORTHERN ILLINOIS, ARE BUILT TO BE ACCESSIBLE TO ENABLE THE PEOPLE THAT LIVE IN THEM TO AGE IN PLACE TO THE FULLEST EXTENT POSSIBLE. DAY AND VOCATIONAL PROGRAMS ARE PROVIDED IN OUR JEFFERSON OPERATION LOCATION ONLY. THESE PROGRAMS ARE DESIGNED TO PROVIDE A RANGE OF SUPPORTS INCLUDING PREVOCATIONAL TRAINING, WORKSHOP AND COMPETITIVE EMPLOYMENT. ADDITIONAL SUPPORTS ARE PROVIDED FOR SENIOR CITIZENS AND THOSE IN NEED OF DAYTIME CARE THROUGH A COMPREHENSIVE ADULT DAY PROGRAM. OTHER SERVICES PROVIDED BY ST. COLETTA INCLUDE TRANSPORTATION, ADULT EDUCATION AND RECREATION. AS AN ORGANIZATION WITH MORE THAN A CENTURY OF SERVICE, ST. COLETTA PROGRAMS OFFER THE STABILITY TO FOSTER LIFE-LONG RELATIONSHIPS BETWEEN CLIENTS, STAFF AND FAMILIES. WITH THE BACKGROUND OF OUR CATHOLIC/FRANCISCAN TRADITION, SPIRITUAL DEVELOPMENT PLAYS A STRONG ROLE IN THE LIVES OF THE PEOPLE WE SUPPORT. THE FRANCISCAN VALUES OF RESPECT, DIGNITY, COMPASSION AND FAITH ARE CORE COMMITMENTS FOR THE ORGANIZATION GUIDING ALL PROGRAMS AS WELL AS DAILY BUSINESS. | Desc |
| Total Program Service Expenses | $13,077,749 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| 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 |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 572 | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY S LODUCA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9206744330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N4637 COUNTY ROAD Y | AddressLine1 |
| City | JEFFERSON | City |
| State | WI | State |
| ZIP Code | 53549 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| H JAMES ANDERSON | |||||||
| DIRECTOR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTIN BAIRD | |||||||
| DIRECTOR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| SISTER JULIANNE KOCH OSF | |||||||
| DIRECTOR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| AL DI LUIGI | |||||||
| DIRECTOR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS NASH | |||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| SISTER ELEANOR SMITH OSF | |||||||
| DIRECTOR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL STINGL | |||||||
| DIRECTOR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DR MARNA BOYLE | |||||||
| BOARD CHAIR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GREGORY KSICINSKI | |||||||
| BOARD VICE-CHAIR/TREASURER | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SISTER RITA KOSEDNAR OSF | |||||||
| SECRETARY | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANTHONY S LODUCA | |||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | 40.00 | 4.00 | $162,937 | $0 | $953 | Yes (X) | |
| DONALD J BUSAKOWSKI | |||||||
| VP & CHIEF FINANCIAL OFFICER | 40.00 | 4.00 | $47,435 | $0 | $4,428 | Yes (X) | |
| TED J BEHNCKE | |||||||
| VP & CHIEF OPERATING OFFICER | 40.00 | 3.00 | $96,840 | $0 | $1,098 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $307,212 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,479 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 |
| Related Organizations | $61,383 | RelatedOrganizationsAmt |
| Government Grants | $110,382 | GovernmentGrantsAmt |
| All Other Contributions | $1,931,645 | AllOtherContributionsAmt |
| Noncash Contributions | $37,498 | NoncashContributionsAmt |
| Total Contributions | $2,103,410 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADULT PROGRAM REVENUE | 623990 | $11,723,490 | $11,723,490 |
| VOCATIONAL SERVICES REVENUE | 624100 | $1,717,291 | $1,717,291 |
| COMMUNITY SERVICES REVENUE | 624200 | $480,966 | $480,966 |
| FACILITIES OPERATIONS REVENUE | 531390 | $30,130 | $30,130 |
| TRAINING REVENUE | 541900 | $20,549 | $20,549 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,521 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,521 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,985,947 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,222 | TotalRevenueColumnAmt |
| Exclusion | $10,222 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,529 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,529 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,529 | TotalRevenueColumnAmt |
| Exclusion | $33,529 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $129,374 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $121,171 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $8,203 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,203 | TotalRevenueColumnAmt |
| Exclusion | $8,203 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| GAIN ON OBLIGATION TO PROVIDE FUT | 900099 | $258,787 | $258,787 |
| WORKERS COMPENSATION REFUND | 900099 | $168,845 | $168,845 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,514 | TotalRevenueColumnAmt |
| Exclusion | $62,514 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $490,146 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,631,457 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,985,947 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $542,100 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,769 | TotalAmt |
| Management And General | $378,769 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,023,913 | TotalAmt |
| Program Services | $8,261,926 | ProgramServicesAmt |
| Management And General | $648,506 | ManagementAndGeneralAmt |
| Fundraising | $113,481 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,411,672 | TotalAmt |
| Program Services | $1,328,139 | ProgramServicesAmt |
| Management And General | $76,102 | ManagementAndGeneralAmt |
| Fundraising | $7,431 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $718,595 | TotalAmt |
| Program Services | $632,038 | ProgramServicesAmt |
| Management And General | $77,876 | ManagementAndGeneralAmt |
| Fundraising | $8,681 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,618 | TotalAmt |
| Management And General | $32,618 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,300 | TotalAmt |
| Management And General | $34,300 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,857 | TotalAmt |
| Program Services | $50,857 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,217 | TotalAmt |
| Program Services | $76,915 | ProgramServicesAmt |
| Management And General | $147,497 | ManagementAndGeneralAmt |
| Fundraising | $10,805 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,806 | TotalAmt |
| Program Services | $61,806 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $814,537 | TotalAmt |
| Program Services | $675,745 | ProgramServicesAmt |
| Management And General | $89,180 | ManagementAndGeneralAmt |
| Fundraising | $49,612 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,485 | TotalAmt |
| Program Services | $52,404 | ProgramServicesAmt |
| Management And General | $6,081 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,338,994 | TotalAmt |
| Program Services | $1,112,648 | ProgramServicesAmt |
| Management And General | $219,486 | ManagementAndGeneralAmt |
| Fundraising | $6,860 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,434 | TotalAmt |
| Program Services | $100,938 | ProgramServicesAmt |
| Management And General | $36,067 | ManagementAndGeneralAmt |
| Fundraising | $1,429 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,415 | TotalAmt |
| Program Services | $26,188 | ProgramServicesAmt |
| Management And General | $9,227 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,764 | TotalAmt |
| Program Services | $83,764 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $646,065 | TotalAmt |
| Program Services | $432,647 | ProgramServicesAmt |
| Management And General | $213,418 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,846 | TotalAmt |
| Program Services | $138,602 | ProgramServicesAmt |
| Management And General | $125,633 | ManagementAndGeneralAmt |
| Fundraising | $611 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,132 | TotalAmt |
| Program Services | $43,132 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,371,419 | TotalAmt |
| Program Services | $13,077,749 | ProgramServicesAmt |
| Management And General | $2,094,760 | ManagementAndGeneralAmt |
| Fundraising | $198,910 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,267 | BOYAmt |
| EOY | $1,101,431 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,250,531 | BOYAmt |
| EOY | $655,837 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,308 | BOYAmt |
| EOY | $739,757 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,662 | BOYAmt |
| EOY | $258,380 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,396 | BOYAmt |
| EOY | $15,881 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,655,111 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,687,760 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,183,948 | BOYAmt |
| EOY | $10,967,351 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,039,157 | BOYAmt |
| EOY | $15,260,838 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $670,344 | BOYAmt |
| EOY | $309,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,478,613 | BOYAmt |
| EOY | $29,308,475 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $901,882 | BOYAmt |
| EOY | $1,200,994 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,315,285 | BOYAmt |
| EOY | $2,122,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $382,125 | BOYAmt |
| EOY | $124,440 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,599,292 | BOYAmt |
| EOY | $3,447,434 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,570,084 | BOYAmt |
| EOY | $24,531,063 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,784 | BOYAmt |
| EOY | $611,802 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $668,453 | BOYAmt |
| EOY | $718,176 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,879,321 | BOYAmt |
| EOY | $25,861,041 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,478,613 | BOYAmt |
| EOY | $29,308,475 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,260,038 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $1,721,682 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $2,922,816 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,773,343 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,145,136 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,856,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,103,410 | CurrentTaxYearAmt |
| Total | $13,801,629 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,575,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,437,844 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,009,753 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,174,490 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,985,947 | CurrentTaxYearAmt |
| Total | $69,183,574 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,422 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,833 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,889 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,514 | CurrentTaxYearAmt |
| Total | $188,663 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,503,778 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,222,020 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,164,894 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,131,303 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,151,871 | CurrentTaxYearAmt |
| Total | $83,173,866 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,000,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,958,852 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,153,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,000,300 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,000,000 | CurrentTaxYearAmt |
| Total | $8,113,642 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,000,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,958,852 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,153,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,000,300 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,000,000 | CurrentTaxYearAmt |
| Total | $8,113,642 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $75,060,224 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $92,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,939 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,242 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,751 | CurrentTaxYearAmt |
| Total | $260,188 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $92,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,939 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,242 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,751 | CurrentTaxYearAmt |
| Total | $260,188 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $427,632 | CurrentTaxYearAmt |
| Total | $427,632 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,574,544 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,314,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,187,833 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,161,545 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,623,254 | CurrentTaxYearAmt |
| Total | $83,861,686 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89500 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89320 | PublicSupportPY509Pct |
| Investment Income CY | 0.00310 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00330 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GAIN ON OBLIGATION TO PROVIDE FUTURE SVCS CONTRACT - 2013 AMOUNT: $ 258,787. WORKERS COMPENSATION REFUND - 2013 AMOUNT: $ 168,845. | ExplanationTxt |
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 | $1,207,731 | OtherCostOrOtherBasisAmt |
| Book Value | $1,207,731 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,458,292 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,833,085 | DepreciationAmt |
| Book Value | $8,625,207 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,855,071 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,854,675 | DepreciationAmt |
| Book Value | $1,000,396 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $134,017 | OtherCostOrOtherBasisAmt |
| Book Value | $134,017 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,967,351 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS | $14,855,032 | F |
| INTEREST IN CHARITABLE REMAINDER TRUSTS | $405,806 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,260,838 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OBLIGATION TO PROVIDE FUTURE SERVICES UNDER CONTINUING CARE AGREEMENTS | $123,940 |
| TENANT SECURITY DEPOSITS LIABILITY | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $124,440 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,353,139 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $1,721,682 | OtherRevenueAmt |
| Revenue Not Reported | $1,721,682 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,631,457 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,631,457 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,371,419 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,371,419 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,371,419 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR THE TAX YEARS ENDED 2011 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,721,682. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 | ANTHONY S LODUCA | PersonNm |
| Title | PRESIDENT & CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $151,634 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $2,327 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $8,976 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $953 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $163,890 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $8,877 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT STORE VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,621 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE OF COMPARA | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES ROBERT W. BAIRD TO SELL CONTRIBUTED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO FILING. THE BOARD OF DIRECTORS RECEIVES A COPY OF FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY DIRECTOR, OFFICER OR KEY EMPLOYEE WHO HAS AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF FOR AUTHORIZATION, APPROVAL OR RATIFICATION SHALL MAKE A PROMPT AND FULL DISCLOSURE OF HIS OR HER INTEREST TO THE BOARD OR COMMITTEE PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION. SUCH DISCLOSURE SHALL INCLUDE ANY RELEVANT AND MATERIAL FACTS KNOWN TO SUCH PERSON ABOUT THE CONTRACT OR TRANSACTION THAT MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE TO THE CORPORATION'S INTEREST. THE BOARD OR COMMITTEE TO WHICH SUCH DISCLOSURE IS MADE SHALL DETERMINE, BY MAJORITY VOTE, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, SUCH PERSON SHALL NOT VOTE ON, NOR USE HIS/HER PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. SUCH A PERSON SHALL NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT ANY MEETING WHERE THE CONTRACT OR TRANSACTION IS UNDER DISCUSSION OR BEING VOTED UPON. THE BOARD, PRIOR TO VOTING ON THE CONTRACT OR TRANSACTION, SHALL MAKE AN AFFIRMATIVE FINDING THAT THE CONTRACT OR TRANSACTION, IF APPROVED, WOULD BE FAIR AND EQUITABLE. THE MINUTES OF THE MEETING SHALL REFLECT THE GOOD FAITH DISCLOSURE, THE FACTS DISCLOSED, WHETHER A QUORUM WAS PRESENT WITHOUT THE INTERESTED DIRECTOR'S PARTICIPATION, AND THE ABSTENTION FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF OFFICERS IS DETERMINED USING SALARY SURVEYS FROM THE MANAGEMENT RESOURCE ASSOCIATION OR SALARY.COM FOR WAGE DATA. WAGE INCREASES ARE INCLUDED IN THE ANNUAL BUDGET AND APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,721,682. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ST COLETTA OF WISCONSIN CHARITABLE FOUNDATION INC | |||||||||||
| N4637 COUNTY ROAD Y | JEFFERSON | WI | 53549 | 392035446 | SUPPORT TO ST. COLETTA OF WISCONSIN, INC. | WI | 501(C)(3) | LINE 11A, I | ST COLETTA OF WISCONSIN INC | 0 | |
| ALVERNO HOUSING CORPORATION | |||||||||||
| N4637 COUNTY ROAD Y | JEFFERSON | WI | 53549 | 391441818 | HOUSING FOR DEVELOPMENTALLY DISABLED INDIVIDUALS | WI | 501(C)(3) | LINE 9 | ST COLETTA OF WISCONSIN INC | Yes (1) | |
| TAU CROSSING HOUSING CORPORATION | |||||||||||
| N4637 COUNTY ROAD Y | JEFFERSON | WI | 53549 | 753093067 | HOUSING FOR DEVELOPMENTALLY DISABLED INDIVIDUALS | WI | 501(C)(3) | LINE 11B, II | ST COLETTA OF WISCONSIN INC | Yes (1) | |
| TAU CROSSING HOUSING CORPORATION II | |||||||||||
| N4637 COUNTY ROAD Y | JEFFERSON | WI | 53549 | 200614159 | SUPPORTIVE HOUSING FOR PERSONS WITH DEVELOPMENTAL DISABILITIES | WI | 501(C)(3) | LINE 11B, II | ST COLETTA OF WISCONSIN INC | Yes (1) | |
| ILLINOIS FRIENDS FOR ST COLETTA - WISCONSIN | |||||||||||
| 1508 N LINCOLN CT | ARLINGTON HEIGHTS | IL | 60004 | 363806798 | SUPPORT TO ST. COLETTA OF WISCONSIN, INC. | IL | 501(C)(3) | LINE 11A, I | 0 | N/A | |
| 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ALVERNO HOUSING CORPORATION | ||
| K | $107,005 | BOOK VALUE |
| ALVERNO HOUSING CORPORATION | ||
| Q | $127,547 | BOOK VALUE |
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