MIDWEST AFFORDABLE HOUSING CORPORATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: MIDWEST AFFORDABLE HOUSING CORPORATION (EIN 39-2010184)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-08-01
IRS object ID: 201132139349300958
Schema version: 2010v3.2
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 D
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-08-01T16:00:58-04:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SVA CERTIFIED PUBLIC ACCOUNTANTS	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1221 JOHN Q HAMMONS DRIVE	AddressLine1
City	MADISON	City
State	WI	State
ZIP Code	53717	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	392010184	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MIDWEST AFFORDABLE HOUSING CORP	BusinessNameLine1
Business Name Line2	c/o PHILIP J SCHULTZ	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	MIDW	NameControl
Phone	4145882221	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1560 EAST BLACKTHORNE PLACE	AddressLine1
City	WHITEFISH BAY	City
State	WI	State
ZIP Code	53211	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	PHILIP J SCHULTZ	Name
Title	PRESIDENT	Title
Phone	4145882221	Phone
Date Signed	2011-07-22	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DOUGLAS K BERRY	Name
Phone	6088318181	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	PHILIP J SCHULTZ	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1560 EAST BLACKTHORNE PLACE	AddressLine1
City	MILWAUKEE	City
State	WI	State
ZIP Code	53211	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	600111	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	N/A	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2000	YearFormation
State Legal Domicile	WI	StateLegalDomicile
Activity Or Mission Description	THE MISSION OF MIDWEST AFFORDABLE HOUSING CORPORATION IS TO FOSTER, DEVELOP AND PRESERVE AFFORDABLE HOUSING WITH RESPECT FOR THE RESIDENTS TO BE SERVED.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	3	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	2	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	28100	ContributionsGrantsPriorYear
Contributions Grants Current Year	3000	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	547268	ProgramServiceRevenuePriorYear
Program Service Revenue CY	510024	ProgramServiceRevenueCY
Investment Income Prior Year	44032	InvestmentIncomePriorYear
Investment Income Current Year	43243	InvestmentIncomeCurrentYear
Other Revenue Prior Year	0	OtherRevenuePriorYear
Other Revenue Current Year	43844	OtherRevenueCurrentYear
Total Revenue Prior Year	619400	TotalRevenuePriorYear
Total Revenue Current Year	600111	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	0	SalariesEtcPriorYear
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	621121	OtherExpensePriorYear
Other Expenses Current Year	673372	OtherExpensesCurrentYear
Total Expenses Prior Year	621121	TotalExpensesPriorYear
Total Expenses Current Year	673372	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-1721	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-73261	RevenuesLessExpensesCY
Total Assets BOY	5193721	TotalAssetsBOY
Total Assets EOY	5312404	TotalAssetsEOY
Total Liabilities BOY	3963995	TotalLiabilitiesBOY
Total Liabilities EOY	4155939	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1229726	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1156465	NetAssetsOrFundBalancesEOY
Mission Description	THE MISSION OF MIDWEST AFFORDABLE HOUSING CORPORATION IS TO FOSTER, DEVELOP AND PRESERVE AFFORDABLE HOUSING WITH RESPECT FOR THE RESIDENTS TO BE SERVED.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	668237	Expense
Revenue	561801	Revenue
Description	OPERATION OF A 61-UNIT ELDERLY HOUSING APARTMENT COMPLEX (GREENTREE GLEN APARTMENTS) IN MADISON, WISCONSIN. 20% OF THE APARTMENT UNITS HAVE BEEN SET ASIDE FOR TENANTS WHOSE INCOME IS AT OR BELOW 50% OF COUNTY MEDIAN INCOME, ADJUSTED FOR FAMILY SIZE, FOR DANE COUNTY, WISCONSIN. THE COMPLEX IS OWNED BY GREENTREE GLEN, LLC, A WHOLLY-OWNED SUBSIDIARY.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	5135	Expense
Revenue	-7933	Revenue
Description	OPERATION OF A 24-UNIT AFFORDABLE HOUSING APARTMENT COMPLEX (TEUTONIA GARDENS) IN MILWAUKEE, WISCONSIN WITH RENTS AT LESS THAN 60% OF THE COUNTY MEDIAN INCOME.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	673372	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	true	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	true	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	true	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	true	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	3	NbrVotingGoverningBodyMembers
Number Independent Voting Members	2	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	false	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	WI	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	PHILIP J SCHULTZ	NamePerson
Telephone Number	4145882221	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	3900 S PRAIRIE HILL LANE	AddressLine1
City	GREENFIELD	City
State	WI	State
ZIP Code	53228	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (3 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
PHILIP J SCHULTZ
PRESIDENT	2.0	X	X	0	0	0
JOHN MCCARTY
VICE PRESIDENT	0.5	X	X	0	0	0
ROBERT J CISEK
SECRETARY/TREASURER	0.5	X	X	0	0	0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	0	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	0	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
All Other Contributions	3000	AllOtherContributions
Total Contributions	3000	TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
RENTAL INCOME	531110	513426	513426
MISC INCOME FROM TENANTS	531110	4531	4531
LOSS FROM INVSTMNT IN TG MANAGING MEMBER	531390	-7928	-7928
LOSS FROM INVSTMNT IN HORIZON SENIOR HSG XVII	531390	-5	-5

Field	Value	IRS element (for citing)
Total Program Service Revenue	510024	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	43243	TotalRevenueColumn
Exclusion	$43,243	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MISCELLANEOUS INCOME	531390	16344	16344
REAL ESTATE TAX REIMBURSEMENT	531390	27500	27500

Field	Value	IRS element (for citing)
Total Other Revenue	43844	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	600111	TotalRevenueColumn
Related Or Exempt Function Income	553868	RelatedOrExemptFunctionIncome
Exclusion	$43,243	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	0	Total

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	0	Total

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	0	Total

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	0	Total

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	29190	Total
Program Services	29190	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	8227	Total
Program Services	8227	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	8000	Total
Program Services	8000	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	0	Total

Advertising Advertising

Field	Value	IRS element (for citing)
Total	7156	Total
Program Services	7156	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	5853	Total
Program Services	5853	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	0	Total

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	329176	Total
Program Services	329176	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	0	Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	0	Total

Interest Interest

Field	Value	IRS element (for citing)
Total	0	Total

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	233128	Total
Program Services	233128	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	12649	Total
Program Services	12649	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
ADMINISTRATIVE EXPENSES	20103	20103
MISC. TAXES/LICENSES	959	959
PAYROLL REIMBURSEMENTS	18931	18931

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	673372	Total
Program Services	673372	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	102140	BOY
EOY	322862	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	43553	BOY
EOY	32634	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	65744	BOY
EOY	51988	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	712580	BOY
EOY	744600	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	8410	BOY
EOY	7710	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	5698817	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	1820762	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	3998801	BOY
EOY	3878055	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	639	BOY
EOY	-7294	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	261854	BOY
EOY	281849	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	5193721	BOY
EOY	5312404	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	209973	BOY
EOY	229599	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	9171	BOY
EOY	17744	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
BOY	510	BOY
EOY	10	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	3588060	BOY
EOY	3775449	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	156281	BOY
EOY	133137	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	3963995	BOY
EOY	4155939	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1229726	BOY
EOY	1156465	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1229726	BOY
EOY	1156465	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	5193721	BOY
EOY	5312404	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-73261	ReconcilationRevenueExpenses
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	true	AccountantCompileOrReview
FS Audited	false	FSAudited
Audit Committee	false	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	false	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 Minus2 Years	261900	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	28100	CurrentTaxYearMinus1Year
Current Tax Year	3000	CurrentTaxYear
Total	293000	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	539345	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	579329	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	496266	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	547268	CurrentTaxYearMinus1Year
Current Tax Year	553868	CurrentTaxYear
Total	2716076	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	539345	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	579329	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	758166	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	575368	CurrentTaxYearMinus1Year
Current Tax Year	556868	CurrentTaxYear
Total	3009076	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	161708	CurrentTaxYearMinus1Year
Current Tax Year	167195	CurrentTaxYear
Total	328903	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	161708	CurrentTaxYearMinus1Year
Current Tax Year	167195	CurrentTaxYear
Total	328903	Total

Field	Value	IRS element (for citing)
Public Support Total509	2680173	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	65802	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	71308	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	41302	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	44032	CurrentTaxYearMinus1Year
Current Tax Year	43243	CurrentTaxYear
Total	265687	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	65802	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	71308	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	41302	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	44032	CurrentTaxYearMinus1Year
Current Tax Year	43243	CurrentTaxYear
Total	265687	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	605147	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	650637	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	799468	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	619400	CurrentTaxYearMinus1Year
Current Tax Year	600111	CurrentTaxYear
Total	3274763	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.81843	PublicSupportPercentage509
Prior Year Support Percentage	0.86432	PriorYearSupportPercentage
Investment Income Percentage	0.08113	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.08610	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	533359	OtherCostOrOtherBasis
Book Value	533359	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	4732476	OtherCostOrOtherBasis
Depreciation	1556954	Depreciation
Book Value	3175522	BookValue

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovements
Equipment		Equipment

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	432982	OtherCostOrOtherBasis
Depreciation	263808	Depreciation
Book Value	169174	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	3878055	TotalOfBookValueLandBuildings

Other Assets OtherAssets (5 entries)

DescriptionDescription	Book ValueBookValue
TENANTS' SECURITY DEPOSITS	26309
RESERVE FOR REPLACEMENTS	144929
MORTGAGE ESCROW DEPOSITS	15398
INTEREST RECEIVABLE	43956
FINANCING FEES, NET OF AMORT.	51257

Field	Value	IRS element (for citing)
Total Book Value Other Assets	281849	TotalBookValueOtherAssets
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
TENANTS' SECURITY DEPOSITS	$25,517
ADVANCES FROM HORIZON DVLPMNT	$107,620

Field	Value	IRS element (for citing)
Total Of Amounts	133137	TotalOfAmounts

Schedule L IRS990ScheduleL

Loan Table LoanTable

Field	Value	IRS element (for citing)
Name Person	PHILIP SCHULTZ	NamePerson
Purpose Of Loan	ADV. FOR FEES	PurposeOfLoan
Loan To Organization	X	LoanToOrganization
Original Principal	$510	OriginalPrincipalAmount
Balance Due	10	BalanceDue
Default	false	Default
Approved By Board	true	ApprovedByBoard
Written Agreement	false	WrittenAgreement

Field	Value	IRS element (for citing)
Total Balance Due	10	TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Field	Value	IRS element (for citing)
Name Person	HORIZON DEVELOPMENT GROUP INC	NamePerson

Field	Value	IRS element (for citing)
Relationship	>5% OWNED BY PHIL SCHULTZ	Relationship
Amount Of Transaction	37445	AmountOfTransaction
Description Of Transaction	INFRAST./DEVELOPMENT SERVICES	DescriptionOfTransaction
Sharing Of Revenues	false	SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
FORM 990 PART VI SECTION C LINE 19	DESCRIBE HOW THE ORG. MAKES GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC	GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990 PART VI SECTION B LINE 11B	THE ORGANIZATION'S PROCESS FOR REVIEWING THE FORM 990	A 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 A LINE 8B	DOCUMENTATION OF MEETINGS HELD OR WRITTEN ACTIONS TAKEN DURING THE YEAR	THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990 PART VI SECTION B LINE 12C	HOW THE ORGANIZATION MONITORS/ENFORCES THEIR CONFLICT OF INTEREST POLICY	THE PRESIDENT OF THE BOARD OF DIRECTORS IS INVOLVED WITH PROPOSED OR ONGOING TRANSACTIONS AND MONITORS 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.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	GREENTREE GLEN LLC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1560 EAST BLACKTHORNE PLACE	AddressLine1
City	WHITEFISH BAY	City
State	WI	State
ZIP Code	53211	ZIPCode

Field	Value	IRS element (for citing)
EIN	392010184	EIN
Primary Activities	ELDERLY HSG	PrimaryActivities
Legal Domicile State	WI	LegalDomicileState
Total Income	562130	TotalIncome
EOY Assets	2073295	EOYAssets

Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Direct Controlling Entity NADirectControllingEntityNA	Predominant Income TypePredominantIncomeType	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Disproportionate AllocationsDisproportionateAllocations	General Or Managing PartnerGeneralOrManagingPartner	Percentage OwnershipPercentageOwnership	Business Name Line1DirectControllingEntityName/BusinessNameLine1
TG MANAGING MEMBER LLC
3900 S PRAIRIE HILL LANE	GREENFIELD	WI	53228	331176767	REAL ESTATE	WI	N/A	RELATED	-7928	292689	false	true	0.51000
HORIZON SENIOR HOUSING XVII LLC
5201 EAST TERRACE DRIVE SUITE 300	MADISON	WI	53718	201256458	REAL ESTATE	WI		RELATED	-5	-45	false	false	0.51000	NA

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	true	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg