ST COLETTA OF WISCONSIN INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ST COLETTA OF WISCONSIN INC (EIN 39-0816855)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-14
- IRS object ID
- 201223199349302732
- Schema version
- 2011v1.2
- 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 G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T12:17:42-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390816855 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST COLETTA OF WISCONSIN INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STCO | NameControl |
| Phone | 9206748287 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTHONY S LODUCA | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 9206748287 | Phone |
| Date Signed | 2012-11-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEAN CHRISTENSEN | Name |
| PTIN | P00368719 | PTIN |
| Phone | 6082741980 | Phone |
| Date Prepared | 2012-11-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANTHONY S LODUCA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 20058782 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STCOLETTAWI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1904 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | ST. COLETTA OF WISCONSIN STRIVES TO PROVIDE CONSUMER-DRIVEN PROGRAMS AND SERVICES THAT CONSISTENTLY MEET AND EXCEED THE EXPECTATIONS OF OUR CUSTOMERS. AS ONE OF THE OLDEST ORGANIZATIONS IN THE COUNTRY, OUR RESIDENTIAL, VOCATIONAL/DAY AND PASTORAL PROGRAMS WORK TO UPHOLD THE RIGHTS OF PERSONS WITH DISABILITIES TO BE INCLUDED IN ALL ASPECTS OF LIFE, TO PARTICIPATE AS FULL CITIZENS AND TO DIRECT THE SERVICES AND SUPPORT THEY REQUIRE TO ACHIEVE PERSONAL GOALS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 613 | TotalNbrEmployees |
| Total Nbr Volunteers | 212 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2773343 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4145136 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13297847 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14009753 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 179645 | InvestmentIncomePriorYear |
| Investment Income Current Year | 608337 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 139997 | OtherRevenuePriorYear |
| Other Revenue Current Year | 17965 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16390832 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18781191 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11381690 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11914021 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 199223 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3507614 | OtherExpensePriorYear |
| Other Expenses Current Year | 3862262 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14889304 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15776283 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1501528 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3004908 | RevenuesLessExpensesCY |
| Total Assets BOY | 22022742 | TotalAssetsBOY |
| Total Assets EOY | 24487337 | TotalAssetsEOY |
| Total Liabilities BOY | 3791213 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3752940 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18231529 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20734397 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13343213 | Expense |
| Revenue | 14009753 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 13343213 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 613 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY S LODUCA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9206744330 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MIKE WALLACE | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| DR MARNA BOYLE | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| JOSEPH P DUFFEY | ||||||
| SECRETARY/TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| JAMES ANDERSON | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KRISTIN BAIRD | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| AL DI LUIGI | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GREG KSICINSKI | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RITA KOSEDNAR OSF | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARGARET RUDDY OSF | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ELEANOR SMITH OSF | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ANTHONY S LODUCA | ||||||
| PRESIDENT AND CEO | 40.00 | X | 172432 | 0 | 880 | |
| S BUD KEMPEN | ||||||
| VP OF FINANCE | 40.00 | X | 97498 | 0 | 10730 | |
| THEODORE BEHNCKE | ||||||
| CHIEF OPERATING OFFICER | 40.00 | X | 84509 | 0 | 454 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 354439 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 12064 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 20610 | FundraisingEvents |
| Related Organizations | 117520 | RelatedOrganizations |
| All Other Contributions | 4007006 | AllOtherContributions |
| Noncash Contributions | 56325 | NoncashContributions |
| Total Contributions | 4145136 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADULT PROGRAM REVENUE | 623990 | 11441315 | 11441315 |
| VOCATIONAL SERVICES RE | 624100 | 1889691 | 1889691 |
| COMMUNITY SERVICE REVE | 624100 | 528119 | 528119 |
| MISCELLANEOUS REVENUE | 900099 | 87180 | 87180 |
| TRAINING REVENUE | 541900 | 18426 | 18426 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45022 | TotalRevenueColumn |
| Related Or Exempt Function Income | 45022 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14009753 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4974 | TotalRevenueColumn |
| Exclusion | $4,974 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 17965 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 17965 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17965 | TotalRevenueColumn |
| Exclusion | $17,965 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1267586 | Securities |
| Other | 603363 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1267586 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 603363 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 603363 | TotalRevenueColumn |
| Exclusion | $603,363 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 10005 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 20610 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 10005 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18781191 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14009753 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $626,302 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 380494 | Total |
| Management And General | 380494 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9292323 | Total |
| Program Services | 8570738 | ProgramServices |
| Management And General | 609147 | ManagementAndGeneral |
| Fundraising | 112438 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1502727 | Total |
| Program Services | 1413602 | ProgramServices |
| Management And General | 80359 | ManagementAndGeneral |
| Fundraising | 8766 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 738477 | Total |
| Program Services | 655661 | ProgramServices |
| Management And General | 74214 | ManagementAndGeneral |
| Fundraising | 8602 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40774 | Total |
| Management And General | 40774 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43500 | Total |
| Management And General | 43500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350246 | Total |
| Program Services | 100048 | ProgramServices |
| Management And General | 250198 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47780 | Total |
| Program Services | 47780 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 868809 | Total |
| Program Services | 731803 | ProgramServices |
| Management And General | 79169 | ManagementAndGeneral |
| Fundraising | 57837 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1285348 | Total |
| Program Services | 1052530 | ProgramServices |
| Management And General | 225617 | ManagementAndGeneral |
| Fundraising | 7201 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114483 | Total |
| Program Services | 91516 | ProgramServices |
| Management And General | 19164 | ManagementAndGeneral |
| Fundraising | 3803 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13978 | Total |
| Program Services | 5829 | ProgramServices |
| Management And General | 8149 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97535 | Total |
| Program Services | 97535 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 709926 | Total |
| Program Services | 382087 | ProgramServices |
| Management And General | 327839 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289883 | Total |
| Program Services | 194084 | ProgramServices |
| Management And General | 95223 | ManagementAndGeneral |
| Fundraising | 576 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15776283 | Total |
| Program Services | 13343213 | ProgramServices |
| Management And General | 2233847 | ManagementAndGeneral |
| Fundraising | 199223 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1440630 | BOY |
| EOY | 283235 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 253803 | BOY |
| EOY | 770380 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 655833 | BOY |
| EOY | 1084608 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11274 | BOY |
| EOY | -27109 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 21567249 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9996065 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10471997 | BOY |
| EOY | 11571184 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5947472 | BOY |
| EOY | 9789817 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3241733 | BOY |
| EOY | 1015222 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22022742 | BOY |
| EOY | 24487337 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 743266 | BOY |
| EOY | 902972 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2667365 | BOY |
| EOY | 2475054 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 380582 | BOY |
| EOY | 374914 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3791213 | BOY |
| EOY | 3752940 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16132887 | BOY |
| EOY | 19705826 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1396172 | BOY |
| EOY | 382009 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 702470 | BOY |
| EOY | 646562 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18231529 | BOY |
| EOY | 20734397 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22022742 | BOY |
| EOY | 24487337 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3004908 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -502040 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1765707 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2664026 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2922641 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2773343 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4145136 | CurrentTaxYear |
| Total | 14270853 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14400592 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14428595 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13531222 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13279074 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14009753 | CurrentTaxYear |
| Total | 69649236 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16166299 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17092621 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16453863 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16052417 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18154889 | CurrentTaxYear |
| Total | 83920089 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 125000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1700275 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2000655 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1958852 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2153835 | CurrentTaxYear |
| Total | 7938617 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 125000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1700275 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2000655 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1958852 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2153835 | CurrentTaxYear |
| Total | 7938617 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 75981472 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30027 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 62889 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 70766 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 92490 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4974 | CurrentTaxYear |
| Total | 261146 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30027 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 62889 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 70766 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 92490 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4974 | CurrentTaxYear |
| Total | 261146 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 149611 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 764736 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 44318 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35666 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17965 | CurrentTaxYear |
| Total | 1012296 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16345937 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17920246 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16568947 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16180573 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18177828 | CurrentTaxYear |
| Total | 85193531 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.89190 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98010 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00310 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00370 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1223805 | OtherCostOrOtherBasis |
| Book Value | 1223805 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16158116 | OtherCostOrOtherBasis |
| Depreciation | 6790069 | Depreciation |
| Book Value | 9368047 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4146046 | OtherCostOrOtherBasis |
| Depreciation | 3205996 | Depreciation |
| Book Value | 940050 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 39282 | OtherCostOrOtherBasis |
| Book Value | 39282 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11571184 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS | 9625128 | F |
| INTEREST IN CHARITABLE REMAINDER TRUSTS | 164689 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9789817 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OBLIGATION TO PROVIDE FUTURE SERVICES UNDER CONTINUING CARE AGREEMENTS | Description |
| Amount | $374,914 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 374914 | TotalOfAmounts |
| Total Revenue | 18781191 | TotalRevenue |
| Total Expenses | 15776283 | TotalExpenses |
| Excess Or Deficit For Year | 3004908 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 197027 | NetUnrealizedGLOnInvestments |
| Other | -$699,067 | OtherAmount |
| Total Adjustments | -502040 | TotalAdjustments |
| Excess Or Deficit Per FS | 2502868 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 18753096 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 197024 | NetUnrealizedGainsInvestments |
| Other Revenues | 10005 | OtherRevenues |
| Revenue Not Rptd F990 | 207029 | RevenueNotRptdF990 |
| Revenue Subtotal | 18546067 | RevenueSubtotal |
| Other Revenues Not Included | 235124 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 235124 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18781191 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16308760 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 532477 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 532477 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15776283 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 15776283 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HOLDS FUNDS IN TRUST FOR RESIDENTS. | |
| PART X: | 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 2008 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| ELIMINATION ADJUSTMENTS RELATED TO CONSOLIDATED FINANCIAL STATEMENTS -699,067. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| FUNDRAISING EVENT EXPENSE 10,005. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| ELIMINATIONS RELATED TO CONSOLIDATED ENTITIES REVENUE 235,124. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| ELIMINATIONS RELATED TO CONSOLIDATED ENTITIES EXPENSES 522,472. FUNDRAISING EVENT EXPENSE 10,005. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 30615 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 20610 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 10005 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 7979 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 2026 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 30615 | GrossReceiptsTotal |
| Charitable Contributions Total | 20610 | CharitableContributionsTotal |
| Gross Revenue Total Events | 10005 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 7979 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 2026 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 10005 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ANTHONY S LODUCA | NamePerson |
| Base Compensation Filing Org | 150593 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 13553 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 8286 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 880 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 173312 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 20407 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | THRIFT STORE VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 27717 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | GAME TICKETS | 1 | 2795 | FAIR MARKET VALUE |
| X | COMPUTER EQUIPMENT | 3 | 5406 | THRIFT STORE VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | ORGANIZATION USES A THIRD PARTY TO SELL CONTRIBUTED SECURITIES | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS MONITORED AND FILED AT LEAST ANNUALLY BY THE ADMINISTRATIVE ASSISTANT TO THE PRESIDENT AND CEO. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD APPROVES THE SALARY OF THE PRESIDENT AND CEO. THE ORGANIZATION MAY LOOK AT SALARY SURVEYS FROM OTHER RESOURCES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S BY-LAWS AND ARTICLES OF INCORPORATION ARE FILED WITH THE STATE AND ARE AVAILABLE TO THE PUBLIC. THE BY-LAWS DELINEATE CONFLICT OF INTEREST EXPECTATIONS FOR OFFICERS AND THE GOVERNING BODY OF THE ORGANIZATION. FINANCIAL STATEMENTS ARE SENT TO ALL FUNDING SOURCES AND BANKS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 197,027. ELIMINATION ADJUSTMENTS RELATED TO CONSOLIDATED FINANCIAL STATEMENTS -699,067. TOTAL TO FORM 990, PART XI, LINE 5: -502,040. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 11B, II | N/A | 1 |
| ALVERNO HOUSING CORPORATION | ||||||||||
| N4637 COUNTY ROAD Y | JEFFERSON | WI | 53549 | 391441818 | HOUSING TO DEVELOPMENTALLY DISABLED INDIVIDUALS | WI | 501(C)(3) | LINE 9 | N/A | 1 |
| TAU CROSSING HOUSING CORPORATION | ||||||||||
| N4637 COUNTY ROAD Y | JEFFERSON | WI | 53549 | 753093067 | HOUSING TO DEVELOPMENTALLY DISABLED INDIVIDUALS | WI | 501(C)(3) | LINE 11B, II | N/A | 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 | N/A | 1 |
| ILLINOIS FRIENDS FOR ST COLETTA OF WISCONSIN | ||||||||||
| 474 PEBBLE BEACH LN | RIVERWOODS | IL | 60015 | 363806798 | SUPPORT TO ST. COLETTA OF WISCONSIN, INC. | IL | 501(C)(3) | LINE 11A, I | N/A | 0 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST COLETTA HOLDINGS LLC | BusinessNameLine1 |
Address US AddressUS
| 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) |
|---|---|---|
| EIN | 273417253 | EIN |
| Primary Activity | MANAGING AND SELLING ST. COLETTA CAMPUS PROPERTY | PrimaryActivity |
| Legal Domicile State | WI | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | -146287 | ShareOfTotalIncome |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 1 | GeneralOrManagingPartner |
| Percentage Ownership | 0.50000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| ST COLETTA HOLDINGS LLC | ||
| P | 80448 | BOOK VALUE |
| ST COLETTA HOLDINGS LLC | ||
| R | 647443 | BOOK VALUE |
| ALVERNO HOUSING CORPORATION | ||
| I | 112767 | BOOK VALUE |
| ALVERNO HOUSING CORPORATION | ||
| P | 126925 | BOOK VALUE |
| TAU CROSSING HOUSING CORPORATION | ||
| I | 30056 | BOOK VALUE |
| TAU CROSSING HOUSING CORPORATION | ||
| P | 36019 | BOOK VALUE |
| TAU CROSSING HOUSING CORPORATION II | ||
| I | 31650 | BOOK VALUE |
| TAU CROSSING HOUSING CORPORATION II | ||
| P | 35152 | BOOK VALUE |
| ST COLETTA HOLDINGS LLC | ||
| C | 1353713 | BOOK VALUE |
Comments