SCHMITT WOODLAND HILLS INCORPORATED: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SCHMITT WOODLAND HILLS INCORPORATED (EIN 39-1027374)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-01
- IRS object ID
- 201322139349300957
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-01T14:27:43-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | 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 | 3703 OAKWOOD HILLS PARKWAY | AddressLine1 |
| City | EAU CLAIRE | City |
| State | WI | State |
| ZIP Code | 54701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391027374 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMITT WOODLAND HILLS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCHM | NameControl |
| Phone | 6086478931 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W SEMINARY STREET | AddressLine1 |
| City | RICHLAND CENTER | City |
| State | WI | State |
| ZIP Code | 53581 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES OLSON | Name |
| Title | ADMINISTRATOR | Title |
| Phone | 6086478931 | Phone |
| Date Signed | 2013-07-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HOLLY POKRANDT CPA | Name |
| PTIN | P00449155 | PTIN |
| Phone | 7158323407 | Phone |
| Date Prepared | 2013-07-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES OLSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W SEMINARY STREET | AddressLine1 |
| City | RICHLAND CENTER | City |
| State | WI | State |
| ZIP Code | 53581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4635897 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | SCHMITTWOODLANDHILLS.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | SCHMITT WOODLAND HILLS AND ITS PARTNERS OFFER PEOPLE A WIDE RANGE OF QUALITY SERVICES AND FACILITIES THROUGH GOOD STEWARDSHIP AND A CHRISTIAN PHILOSOPHY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 129 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 75608 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -67816 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 29031 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 46413 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4399898 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4225501 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 87218 | InvestmentIncomePriorYear |
| Investment Income Current Year | 88666 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 69746 | OtherRevenuePriorYear |
| Other Revenue Current Year | 79760 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4585893 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4440340 | 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 | 2838800 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2852953 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 9000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 62245 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1700677 | OtherExpensePriorYear |
| Other Expenses Current Year | 1623624 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4539477 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4485577 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 46416 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -45237 | RevenuesLessExpensesCY |
| Total Assets BOY | 5769245 | TotalAssetsBOY |
| Total Assets EOY | 5837422 | TotalAssetsEOY |
| Total Liabilities BOY | 2610226 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2519765 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3159019 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3317657 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SCHMITT WOODLAND HILLS AND ITS PARTNERS OFFER PEOPLE A WIDE RANGE OF QUALITY SERVICES AND FACILITIES THROUGH GOOD STEWARDSHIP AND A CHRISTIAN PHILOSOPHY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1719900 | Expense |
| Revenue | 2053397 | Revenue |
| Description | THE SCHMITT WOODLAND HILLS HEALTH CENTER PROVIDES RESIDENTS WITH A COMPASSIONATE, LOVING NURSING HOME SETTING IN RICHLAND CENTER, WISCONSIN. THE HEALTH CENTER, WHICH IS LICENSED THROUGH THE STATE OF WISCONSIN, OFFERS 25 BEDS IN SEMI-PRIVATE SETTINGS AND PROVIDES 24 HOUR CONTINUOUS SKILLED NURSING CARE FOR EITHER SHORT-TERM REHABILITATION OR LONG-TERM STAYS. 7,904 DAYS OF RESIDENT CARE WERE PROVIDED IN 2012. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 915250 | Expense |
| Revenue | 1134322 | Revenue |
| Description | WESTVIEW ASSISTED LIVING FACILITY, RICHLAND CENTER, WI, IS LICENSED BY THE STATE OF WISCONSIN AS A COMMUNITY BASED RESIDENTIAL FACILITY (CBRF). IT IS DESIGNED TO SUPPORT RESIDENTS WHO CAN NO LONGER LIVE ALONE BUT DO NOT REQUIRE FULL-TIME SKILLED NURSING CARE. WESTVIEW HAS 10 BEDS IN PRIVATE ROOMS AND 20 BEDS IN SEMI-PRIVATE ROOMS. OUR DEDICATED STAFF CAN PROVIDE SECURITY AND 24-HOUR ASSISTANCE WITH MEDICATIONS, DRESSING, GROOMING, AND HYGIENE. WE ENCOURAGE AN APPROPRIATE LEVEL OF INDEPENDENCE WHILE HELPING WITH DAILY LIVING ACTIVITIES. 8,382 RESIDENT DAYS WERE PROVIDED IN 2012. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 644564 | Expense |
| Revenue | 520078 | Revenue |
| Description | RESIDENTIAL APARTMENT LIVING AT SCHMITT WOODLAND HILLS COMBINES THE PLEASURE OF INDEPENDENT LIVING WITH A SENSE OF SECURITY FOUND IN A SUPPORTIVE RETIREMENT COMMUNITY COMMITTED TO SERVING SENIORS. SCHMITT WOODLAND HILLS OFFERS OLDER ADULTS A CONTINUUM OF QUALITY SERVICES AND FACILITIES. OUR INDEPENDENT LIVING APARTMENTS ARE REGISTERED AS A RESIDENTIAL CARE APARTMENT COMPLEX (RCAC) WHICH ALLOWS US TO PROVIDE PERSONAL AND SUPPORTIVE CARE AS NEEDED. APARTMENT TENANTS ARE ASSURED PRIORITY ACCESS TO ALL OTHER FACILITIES AND CARE LEVELS OFFERED AT SCHMITT WOODLAND HILLS. APARTMENTS RENTED IN 2012 TOTALLED 298 MONTHS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 558899 | Expense |
| Revenue | 517704 | Revenue |
| Description | SCHMITT WOODLAND HILLS OFFERS PERSONAL HOME CARE SERVICES TO HELP PEOPLE LIVE COMFORTABLY AND SAFELY IN THEIR OWN HOMES. SCHMITT WOODLAND HILLS ALSO OFFERS MEAL SERVICE TO RESIDENTS OF THE CBRF AND RCAC. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 558899 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 517704 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 3838613 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | 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 | 1 | 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 | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 49 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 129 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 0 | QuidProQuoContributions |
| 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEN DRONE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6086478931 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W SEMINARY STREET | AddressLine1 |
| City | RICHLAND CENTER | City |
| State | WI | State |
| ZIP Code | 53581 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| REV TOM TARVER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| REV BILL BUSCH | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| RACHEL SCHULTZ | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| BILL OSWALD | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| HARVEY BASTIAN | ||||||
| CHAIR | 0.50 | X | 0 | 0 | 0 | X |
| TOM HARVEY | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| TOM SHIELDS | ||||||
| VICE CHAIR | 0.50 | X | 0 | 0 | 0 | X |
| RUSS SHANNON | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JERRY BOWER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| CHUCK ABER | ||||||
| SECRETARY/TREASURER | 0.50 | X | 0 | 0 | 0 | X |
| JAMES OLSON | ||||||
| ADMINISTRATOR | 40.00 | 93806 | 0 | 1876 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 93806 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1876 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AEGIS THERAPIES INC | |||||
| PO BOX 8103 | FORT SMITH | AR | 72902 | PHYSICAL, OCCUPATIONAL & SPEECH THERAPY | 304356 |
| AVIANDS LLC | |||||
| PO BOX 1450 | MINNEAPOLIS | MN | 55485 | FOOD SERVICES | 247238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 6043 | FundraisingEvents |
| All Other Contributions | 40370 | AllOtherContributions |
| Noncash Contributions | 6043 | NoncashContributions |
| Total Contributions | 46413 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NURSING | 623000 | 2053397 | 2053397 |
| ASSISTED LIVING | 623000 | 1134322 | 1134322 |
| RESIDENTIAL APARTMENTS | 623990 | 520078 | 520078 |
| HOUSE CALLS | 621610 | 328283 | 328283 |
| OTHER | 623000 | 98250 | 98250 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 91171 | TotalRevenueColumn |
| Related Or Exempt Function Income | 91171 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4225501 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73835 | TotalRevenueColumn |
| Exclusion | $73,835 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 201391 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 185535 | Securities |
| Other | 1025 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15856 | Securities |
| Other | -1025 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14831 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14831 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 12065 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 6043 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 8997 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3068 | TotalRevenueColumn |
| Exclusion | $3,068 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| FOOD REVENUE-JAILS | 624200 | 66489 | 66489 | |
| MISCELLANEOUS | 623000 | 10203 | 9119 | $1,084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 76692 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4440340 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4240332 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 75608 | UnrelatedBusinessRevenue |
| Exclusion | $77,987 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95682 | Total |
| Management And General | 95682 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2132273 | Total |
| Program Services | 1917102 | ProgramServices |
| Management And General | 187036 | ManagementAndGeneral |
| Fundraising | 28135 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28070 | Total |
| Program Services | 26932 | ProgramServices |
| Management And General | 743 | ManagementAndGeneral |
| Fundraising | 395 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 417062 | Total |
| Program Services | 359174 | ProgramServices |
| Management And General | 52617 | ManagementAndGeneral |
| Fundraising | 5271 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179866 | Total |
| Program Services | 154901 | ProgramServices |
| Management And General | 22692 | ManagementAndGeneral |
| Fundraising | 2273 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12495 | Total |
| Management And General | 12495 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16900 | Total |
| Management And General | 16900 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9000 | Total |
| Fundraising | 9000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23900 | Total |
| Management And General | 23900 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 343861 | Total |
| Program Services | 324792 | ProgramServices |
| Management And General | 19069 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140395 | Total |
| Program Services | 80164 | ProgramServices |
| Management And General | 46927 | ManagementAndGeneral |
| Fundraising | 13304 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 234671 | Total |
| Program Services | 225982 | ProgramServices |
| Management And General | 8689 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9468 | Total |
| Program Services | 9468 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246441 | Total |
| Program Services | 246441 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68597 | Total |
| Management And General | 68597 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD SUPPLIES | 155622 | 155622 | |
| REPAIRS AND MAINTENANCE | 95522 | 88403 | 7119 |
| DIETARY | 92253 | 92253 | |
| MEDICAL SUPPLIES | 91416 | 91416 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92083 | Total |
| Program Services | 65963 | ProgramServices |
| Management And General | 22253 | ManagementAndGeneral |
| Fundraising | 3867 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4485577 | Total |
| Program Services | 3838613 | ProgramServices |
| Management And General | 584719 | ManagementAndGeneral |
| Fundraising | 62245 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289475 | BOY |
| EOY | 90026 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 463201 | BOY |
| EOY | 262458 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335587 | BOY |
| EOY | 328446 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31609 | BOY |
| EOY | 32438 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66585 | BOY |
| EOY | 61293 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7251538 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5337420 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1887691 | BOY |
| EOY | 1914118 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2648591 | BOY |
| EOY | 3025933 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46506 | BOY |
| EOY | 122710 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5769245 | BOY |
| EOY | 5837422 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 423232 | BOY |
| EOY | 484236 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1915869 | BOY |
| EOY | 1769035 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 271125 | BOY |
| EOY | 266494 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2610226 | BOY |
| EOY | 2519765 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2340986 | BOY |
| EOY | 2497264 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 818033 | BOY |
| EOY | 820393 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3159019 | BOY |
| EOY | 3317657 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5769245 | BOY |
| EOY | 5837422 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -45237 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 203875 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | 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 |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 | 28790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 92673 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 252307 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29031 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46413 | CurrentTaxYear |
| Total | 449214 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3998571 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4323624 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4411727 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4399898 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4225501 | CurrentTaxYear |
| Total | 21359321 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4027361 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4416297 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4664034 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4428929 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4271914 | CurrentTaxYear |
| Total | 21808535 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | 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) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 21808535 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 90200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58587 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 54272 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 87218 | CurrentTaxYearMinus1Year |
| Current Tax Year | 89691 | CurrentTaxYear |
| Total | 379968 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 90200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58587 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 54272 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 87218 | CurrentTaxYearMinus1Year |
| Current Tax Year | 89691 | CurrentTaxYear |
| Total | 379968 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 66669 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 73694 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 70674 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 70093 | CurrentTaxYearMinus1Year |
| Current Tax Year | 75608 | CurrentTaxYear |
| Total | 356738 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 907 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 600 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 600 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 600 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1084 | CurrentTaxYear |
| Total | 3791 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4185137 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4549178 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4789580 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4586840 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4438297 | CurrentTaxYear |
| Total | 22549032 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96720 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96810 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01690 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01690 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $355 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 355 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | SCHMITT WOODLAND HILLS, INC. PAYS ANNUAL ASSOCIATION DUES TO WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING AND TO AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING. THESE DUES ARE PRIMARILY FOR ACCESS TO EDUCATION MATERIALS AND STAFF TRAINING AND DEVELOPMENT. A PORTION OF THE ANNUAL DUES WERE USED IN CONJUNCTION WITH LOBBYING ACTIVITIES WITH THE GOAL OF IMPROVING THE OVERALL INDUSTRY ENVIRONMENT. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1127496 | BeginningOfYearBalance |
| Contributions | 3560 | Contributions |
| Investment Earnings Or Losses | 117991 | InvestmentEarningsOrLosses |
| Other Expenditures | 25554 | OtherExpenditures |
| End Of Year Balance | 1223493 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1118768 | BeginningOfYearBalance |
| Contributions | 3420 | Contributions |
| Investment Earnings Or Losses | 17338 | InvestmentEarningsOrLosses |
| Other Expenditures | 12030 | OtherExpenditures |
| End Of Year Balance | 1127496 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1033444 | BeginningOfYearBalance |
| Contributions | 22082 | Contributions |
| Investment Earnings Or Losses | 96454 | InvestmentEarningsOrLosses |
| Other Expenditures | 33212 | OtherExpenditures |
| End Of Year Balance | 1118768 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 882955 | BeginningOfYearBalance |
| Contributions | 17950 | Contributions |
| Investment Earnings Or Losses | 146574 | InvestmentEarningsOrLosses |
| Other Expenditures | 14035 | OtherExpenditures |
| End Of Year Balance | 1033444 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1099102 | BeginningOfYearBalance |
| Contributions | 19674 | Contributions |
| Investment Earnings Or Losses | -212412 | InvestmentEarningsOrLosses |
| Other Expenditures | 23409 | OtherExpenditures |
| End Of Year Balance | 882955 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.33000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.67000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 251400 | OtherCostOrOtherBasis |
| Book Value | 251400 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5521880 | OtherCostOrOtherBasis |
| Depreciation | 4380642 | Depreciation |
| Book Value | 1141238 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1283964 | OtherCostOrOtherBasis |
| Depreciation | 956778 | Depreciation |
| Book Value | 327186 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 194294 | OtherCostOrOtherBasis |
| Book Value | 194294 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1914118 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE ACCOMMODATION FEES | $250,750 |
| DEFERRED REVENUE FROM ACCOMMODATION FEES | $15,744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 266494 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THESE ENDOWMENTS CONSIST OF FUNDS, WHICH WERE ESTABLISHED TO PROVIDE INTEREST INCOME TO PROVIDE FOR BENEVOLENT CARE. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE CORPORATION DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF 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 THE TAX POSITION IS NOT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE CORPORATION IS ALSO ENGAGED, TO A LIMITED EXTENT, IN ACTIVITIES WHICH THE INTERNAL REVENUE SERVICE CONSIDERS UNRELATED TO THE CORPORATION'S EXEMPT PURPOSE AND, THEREFORE, TAXABLE. THESE ACTIVITIES, HOWEVER, ANNUALLY RESULT IN NET OPERATING LOSSES FOR INCOME TAX PURPOSES. THE CORPORATION DOES NOT PRESENTLY ANTICIPATE THAT A TAX BENEFIT FROM THESE NET OPERATING LOSSES WILL BE REALIZED IN THE FUTURE. ACCORDINGLY, ANY POTENTIAL DEFERRED TAX ASSET RESULTING FROM THE AVAILABILITY OF NET OPERATING LOSS CARRYFORWARDS IS OFFSET BY A VALUATION ALLOWANCE OF EQUAL AMOUNT. NO DEFERRED TAX ASSETS AND LIABILITIES HAVE BEEN RECOGNIZED SINCE NO OTHER DIFFERENCES EXIST BETWEEN THE FINANCIAL AND TAX BASES OF REPORTING THE CORPORATION'S ASSETS AND LIABILITIES. THE CORPORATION'S POLICY IS TO RECOGNIZE INTEREST AND ANY PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE WHEN INCURRED. AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2012 AND 2011, THERE WERE NO MATERIAL TAX PENALTIES, OR INTEREST RELATED TO TAX PENALTIES RECORDED BY THE CORPORATION IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE CORPORATION RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX IN 2012 AND 2011. FEDERAL RETURNS FOR THE TAX YEARS ENDED DECEMBER 31, 2009 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 18108 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 6043 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 12065 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 6043 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 1920 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 1034 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 18108 | GrossReceiptsTotal |
| Charitable Contributions Total | 6043 | CharitableContributionsTotal |
| Gross Revenue Total Events | 12065 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 6043 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 1920 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 1034 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 8997 | DirectExpenseSummaryEvents |
| Net Income Summary | 3068 | NetIncomeSummary |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSING AUTHORITY OF THE CITY OF RICHLAND CENTER WI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 391099560 | IssuerEIN |
| Date Issued | 2004-02-27 | DateIssued |
| Issue Price | 2425000 | IssuePrice |
| Description Of Purpose | REFINANCING AND BUILDING IMPROVEMENTS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 782792 | AmountRetired |
| Total Proceeds | 2425000 | TotalProceeds |
| Issuance Costs From Proceeds | 48500 | IssuanceCostsFromProceeds |
| Capital Expenditures | 491000 | CapitalExpenditures |
| Other Spent Proceeds | 1885500 | OtherSpentProceeds |
| Year Of Subst Completion | 2004 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 0 | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART II, LINE 2 | $1,885,000 WAS USED TO REFINANCE EXISTING DEBT. |
| PART IV, LINE 2 | THERE IS NO REBATE BECAUSE THERE ARE NO PROCEEDS AVAILABLE FOR INVESTMENT. ALL PROCEEDS HAVE BEEN USED FOR REFINANCING EXISTING DEBT AND CAPITAL EXPENDITURES. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE AND OPERATIONS COMMITTEE REVIEWED AND DISCUSSED THE 990 AND THEN REPORTED THEIR DISCUSSION TO THE BOARD OF DIRECTORS. THE FORM 990 WAS FILED AFTER DISCUSSION AND ACCEPTANCE BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | WHEN APPROPRIATE, BOARD MEMBERS ARE ASKED TO REFRAIN FROM VOTING IF A POTENTIAL CONFLICT OF INTEREST ARISES. THIS IS NOTED IN THE MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | SCHMITT WOODLAND HILLS UTILIZES TWO WAGE AND BENEFIT SURVEYS TO DETERMINE THE COMPENSATION OF THE ORGANIZATION'S EMPLOYEES. THE TWO SURVEYS ARE COMPILED BY THE WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING AND SHARED HEALTH. ADDITIONAL INFORMATION IS UTILIZED AS NEEDED. EXAMPLES ARE LOCAL MARKET INFORMATION AND TRADE LITERATURE. THE ADMINISTRATOR'S COMPENSATION IS RECOMMENDED BY A BOARD TASK FORCE AND THEIR RECOMMENDATION IS REVIEWED AND APPROVED BY THE ENTIRE BOARD. OTHER LEADERSHIP COMPENSATION IS APPROVED BY THE ADMINISTRATOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | SCHMITT WOODLAND HILLS' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990. PART XI, LINE 2C: OVERSIGHT OF AUDIT | THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT AND THE MANAGEMENT TEAM OVERSEES THE AUDIT PROCESS. THE PROCESS HAS NOT CHANGED IN 2012. |
| FORM 990, PART IV, LINE 12 | THE AUDITED FINANCIAL STATEMENTS INCLUDED SCHMITT WOODLAND HILLS, INC. AND WOODLAND HILLS PROPERTY, LLC, A DISREGARDED ENTITY. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODLAND HILLS PROPERTY LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W SEMINARY STREET | AddressLine1 |
| City | RICHLAND CENTER | City |
| State | WI | State |
| ZIP Code | 53581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOLDS LAND FOR FUTURE DEVELOPMENT | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| EOY Assets | 206000 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| 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 | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| 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 | 0 | 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 | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODLAND HILLS PROPERTY | BusinessNameLine1 |