MIDWEST AFFORDABLE HOUSING CORPORATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MIDWEST AFFORDABLE HOUSING CORPORATION (EIN 39-2010184)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349303193
- Schema version
- 2020v4.1
- 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 | 2021-11-15T08:38:38-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391203191 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SVA CERTIFIED PUBLIC ACCTS SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392010184 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIDWEST AFFORDABLE HOUSING CORP | BusinessNameLine1Txt |
| Business Name Line2 | C/O PHILIP J SCHULTZ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIDW | BusinessNameControlTxt |
| Phone | 4145882221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7861 NORTH FAIRCHILD ROAD | AddressLine1Txt |
| City | FOX POINT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53217 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP J SCHULTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4145882221 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHILIP | PersonFirstNm |
| Person Last | SCHULTZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNN HESLINGA | PreparerPersonNm |
| PTIN | P01273410 | PTIN |
| Phone | 6088318181 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHILIP J SCHULTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7861 NORTH FAIRCHILD ROAD | AddressLine1Txt |
| City | FOX POINT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,409,986 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO FOSTER, DEVELOP AND PRESERVE AFFORDABLE AND SENIOR HOUSING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,000,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,345,177 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,321,024 | CYProgramServiceRevenueAmt |
| PY Investment Income | $66,681 | PYInvestmentIncomeAmt |
| CY Investment Income | $88,962 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,411,858 | PYTotalRevenueAmt |
| CY Total Revenue | $2,409,986 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,000 | 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 | $26,515 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,812 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,078,744 | PYOtherExpensesAmt |
| CY Other Expenses | $1,192,730 | CYOtherExpensesAmt |
| PY Total Expenses | $1,107,259 | PYTotalExpensesAmt |
| CY Total Expenses | $1,208,542 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $304,599 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,201,444 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,948,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,246,517 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,753,498 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,399,594 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,195,479 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,846,923 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF MIDWEST AFFORDABLE HOUSING CORPORATION IS TO FOSTER, DEVELOP AND PRESERVE AFFORDABLE AND SENIOR HOUSING WITH RESPECT FOR THE RESIDENTS TO BE SERVED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $1,158,028 | ExpenseAmt |
| Revenue | $1,321,024 | RevenueAmt |
| Desc | PROVIDING HOUSING FOR THE ELDERLY AND LOW-INCOME INDIVIDUALS LOCATED IN WISCONSIN AT PROPERTIES INCLUDING GREENTREE GLEN, LLC, KENOSHA SENIORS LIMITED PARTNERSHIP, TEUTONIA GARDENS, LLC, AND MAHC FRANCIS MEADOWS, LLC. | Desc |
| Total Program Service Expenses | $1,158,028 | 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 |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | 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 | 0 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIP J SCHULTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4145882221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7861 NORTH FAIRCHILD ROAD | AddressLine1Txt |
| City | FOX POINT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53217 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PHILIP J SCHULTZ | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $7,868 | $0 | $0 |
| JOHN MCCARTY | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $5,792 | $0 | $0 |
| KATIE GRAND | ||||||
| SECRETARY/TREASURER | 3.00 | Yes (X) | Yes (X) | $5,245 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $18,905 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,000,000 | GovernmentGrantsAmt |
| Total Contributions | $1,000,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | 531110 | $1,286,249 | $1,286,249 |
| MISC INCOME FROM TENAN | 531110 | $60,411 | $60,411 |
| DEVELOPMENT FEE INCOME | 531390 | $6,000 | $6,000 |
| GAIN/LOSS FROM INVESTM | 531390 | -$31,636 | -$31,636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,321,024 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,962 | TotalRevenueColumnAmt |
| Exclusion | $88,962 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,409,986 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,321,024 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $88,962 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,812 | TotalAmt |
| Management And General | $15,812 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,711 | TotalAmt |
| Program Services | $75,711 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,951 | TotalAmt |
| Program Services | $1,443 | ProgramServicesAmt |
| Management And General | $1,508 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,450 | TotalAmt |
| Program Services | $4,850 | ProgramServicesAmt |
| Management And General | $13,600 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,447 | TotalAmt |
| Program Services | $9,447 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,603 | TotalAmt |
| Program Services | $18,548 | ProgramServicesAmt |
| Management And General | $55 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,516 | TotalAmt |
| Program Services | $8,516 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,094 | TotalAmt |
| Program Services | $599,094 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $851 | TotalAmt |
| Program Services | $304 | ProgramServicesAmt |
| Management And General | $547 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,784 | TotalAmt |
| Program Services | $264,784 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,671 | TotalAmt |
| Program Services | $32,671 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PAYROLL REIMBURSEMENTS | $119,668 | $119,668 | |
| ADMINISTRATIVE EXPENSES | $22,892 | $3,900 | $18,992 |
| BAD DEBT EXPENSE | $11,801 | $11,801 | |
| LEASING COMMISSION | $3,800 | $3,800 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,491 | TotalAmt |
| Program Services | $3,491 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,208,542 | TotalAmt |
| Program Services | $1,158,028 | ProgramServicesAmt |
| Management And General | $50,514 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,192,098 | BOYAmt |
| EOY | $854,719 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $796,567 | BOYAmt |
| EOY | $915,859 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $400,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,671 | BOYAmt |
| EOY | $196,353 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,369,814 | BOYAmt |
| EOY | $8,125,675 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,000 | BOYAmt |
| EOY | $34,777 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,934,973 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,882,369 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,881,784 | BOYAmt |
| EOY | $9,052,604 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,271 | BOYAmt |
| EOY | $245,573 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,178 | BOYAmt |
| EOY | $217,621 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,049,594 | BOYAmt |
| EOY | $1,203,336 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,948,977 | BOYAmt |
| EOY | $21,246,517 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,350 | BOYAmt |
| EOY | $225,689 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,473 | BOYAmt |
| EOY | $68,897 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,539,869 | BOYAmt |
| EOY | $11,028,756 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,806 | BOYAmt |
| EOY | $76,252 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,753,498 | BOYAmt |
| EOY | $11,399,594 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,195,479 | BOYAmt |
| EOY | $9,846,923 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,195,479 | BOYAmt |
| EOY | $9,846,923 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,948,977 | BOYAmt |
| EOY | $21,246,517 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,201,444 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $450,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,049,914 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $765,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $347,656 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $1,000,000 | CurrentTaxYearAmt |
| Total | $3,162,570 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,245,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,107,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,127,545 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,345,177 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,321,024 | CurrentTaxYearAmt |
| Total | $6,147,130 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,295,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,872,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,475,201 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,345,177 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,321,024 | CurrentTaxYearAmt |
| Total | $9,309,700 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $233 | CurrentTaxYearMinus1YearAmt |
| Total | $233 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $233 | CurrentTaxYearMinus1YearAmt |
| Total | $233 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $9,309,467 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,939 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,681 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,962 | CurrentTaxYearAmt |
| Total | $220,351 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,939 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,681 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,962 | CurrentTaxYearAmt |
| Total | $220,351 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,319,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,890,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,497,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,411,858 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,409,986 | CurrentTaxYearAmt |
| Total | $9,530,051 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97690 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98470 | PublicSupportPY509Pct |
| Investment Income CY | 0.02310 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01530 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,183,273 | OtherCostOrOtherBasisAmt |
| Book Value | $1,183,273 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,899,519 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,316,068 | DepreciationAmt |
| Book Value | $7,583,451 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $852,181 | OtherCostOrOtherBasisAmt |
| Depreciation | $566,301 | DepreciationAmt |
| Book Value | $285,880 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,052,604 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| TENANTS' SECURITY DEPOSITS | $90,481 |
| RESERVE FOR REPLACEMENTS | $769,167 |
| MORTGAGE ESCROW DEPOSITS | $33,543 |
| INTEREST RECEIVABLE | $309,026 |
| OPERATING RESERVE | $1,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,203,336 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANTS' SECURITY DEPOSITS | Desc |
| Amt | $76,252 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $76,252 | TotalLiabilityAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | THE ORGANZIATION ACQUIRED AND IS OPERATING A 49-UNIT INDEPENDENT LIVING FACILITY IN BURLINGTON, WISCONSIN, CALLED FRANCIS MEADOWS. IT IS PART OF THE ORGANIZATION'S OVERALL PROGRAM SERVICE. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE COPY OF THE DRAFT FORM 990 IS PROVIDED TO EACH DIRECTOR ON THE BOARD FOR THEIR REVIEW AND COMMENT PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE PRESIDENT OF THE BOARD OF DIRECTORS IS INVOLVED WITH PROPOSED OR ONGOING TRANSACTIONS AND MONTIORS ANY POTENTIAL CONFLICTS OF INTEREST. IN ADDITION, BOARD MEMBERS COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT FORM TO IDENTIFY ANY CONFLICTS OF INTEREST. ANY BOARD MEMBERS WITH A CONFLICT OF INTEREST IN A PROPOSED TRANSACTION MUST ABSTAIN FROM VOTING ON THE TRANSACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST |
| FORM 990, PART XI, LINE 9: | EQUITY TRANSFER FROM VILLA CIERA, INC. 450,000. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| GREENTREE GLEN LLC | |||||||||
| 7861 NORTH FAIRCHILD ROAD | FOX POINT | WI | 53217 | 392010184 | ELDERLY HSG | WI | $710,295 | $3,885,239 | MAHC |
| KENOSHA SENIORS LIMITED PARTNERSHIP | |||||||||
| 7861 NORTH FAIRCHILD ROAD | FOX POINT | WI | 53217 | 391801541 | ELDERLY HSG | WI | $476,390 | $2,514,690 | MAHC |
| KENOSHA SENIORS GP LLC | |||||||||
| 7861 NORTH FAIRCHILD ROAD | FOX POINT | WI | 53217 | 392010184 | REAL ESTATE | WI | $0 | $0 | MAHC |
| MAHC PARKVIEW LLC | |||||||||
| 7861 NORTH FAIRCHILD ROAD | FOX POINT | WI | 53217 | 392010184 | REAL ESTATE | WI | $0 | $100 | MAHC |
| MAHC FRANCIS MEADOWS LLC | |||||||||
| 7861 NORTH FAIRCHILD ROAD | FOX POINT | WI | 53217 | 852928138 | REAL ESTATE | WI | $153,374 | $138,052 | MAHC |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TG MANAGING MEMBER LLC | |||||||||||||
| 3900 S PRAIRIE HILL LANE | GREENFIELD | WI | 53228 | 331176767 | REAL ESTATE | WI | MAHC | RELATED | -$2,413 | -$51,998 | 0 | Yes (1) | 0.51000 |
| HORIZON SENIOR HOUSING XVII LLC | |||||||||||||
| 5201 EAST TERRACE DRIVE SUITE 300 | MADISON | WI | 53718 | 201256458 | REAL ESTATE | WI | MAHC | RELATED | -$3,472 | $6,350 | 0 | 0 | 0.51000 |
| PARKVIEW INDEPENDENT MANAGEMENT III LLC | |||||||||||||
| 5201 EAST TERRACE DRIVE SUITE 300 | MADISON | WI | 53718 | 264237980 | REAL ESTATE | WI | MAHC | RELATED | $2 | $51 | 0 | 0 | 0.51000 |
| PG MANAGEMENT II LLC | |||||||||||||
| 2677 ORRINGTON AVENUE | EVANSTON | IL | 60201 | 261729404 | REAL ESTATE | WI | MAHC | RELATED | 0 | 0 | 0.51000 | ||
| CALEDONIA MANAGEMENT III LLC | |||||||||||||
| 2677 ORRINGTON AVENUE | EVANSTON | IL | 60201 | 470955645 | REAL ESTATE | WI | MAHC | RELATED | 0 | 0 | 0.51000 | ||
| UPTOWN 2 DEVELOPER LLC | |||||||||||||
| 5201 EAST TERRACE DRIVE SUITE 300 | MADISON | WI | 53578 | 825048520 | REAL ESTATE | WI | MAHC | RELATED | 0 | 0 | 0.51000 | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAHC APPLEWOOD LLC | ||||||||||||
| 7861 NORTH FAIRCHILD ROAD | FOX POINT | WI | 53217 | 813648900 | REAL ESTATE | WI | MAHC | C | $12,485 | $124,805 | 1.00000 | Yes (1) |
| MAHC FOX CROSSING LLC | ||||||||||||
| 7861 NORTH FAIRCHILD ROAD | FOX POINT | WI | 53217 | 811092057 | REAL ESTATE | WI | MAHC | C | $28 | $1,251 | 1.00000 | Yes (1) |
| MAHC LAYTON SQUARE LLC | ||||||||||||
| 7861 NORTH FAIRCHILD ROAD | FOX POINT | WI | 53217 | 810919761 | REAL ESTATE | WI | MAHC | C | $51 | 1.00000 | Yes (1) | |
| MAHC LIBRARY PARK LLC | ||||||||||||
| 7861 NORTH FAIRCHILD ROAD | FOX POINT | WI | 53217 | 822922649 | REAL ESTATE | WI | MAHC | C | -$1,775 | 1.00000 | Yes (1) | |
| MAHC SPRING HARBOR LLC | ||||||||||||
| 7861 NORTH FAIRCHILD ROAD | FOX POINT | WI | 53217 | 844208463 | REAL ESTATE | WI | MAHC | C | $100 | 1.00000 | Yes (1) | |
| MAHC UPTOWN 2 LLC | ||||||||||||
| 7861 NORTH FAIRCHILD ROAD | FOX POINT | WI | 53217 | 824689911 | REAL ESTATE | WI | MAHC | C | $51 | 1.00000 | Yes (1) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 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 | 0 | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |