Senior Housing Of Middleton
- Assets
- $8.4m
- Revenue
- $1.1m
- Investments
- $0.0
- Employees
- 0
- Location
- Middleton, WI
- Founding
- 05/2000
- Data as of
- 11/2021
- EIN
- 47-0825736
Organization Overview
Senior Housing Of Middleton is located in Middleton, WI. The organization was established in 2000. According to its NTEE Classification (P75) the organization is classified as: Supportive Housing for Older Adults, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Senior Housing Of Middleton is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 11/2021, Senior Housing Of Middleton generated $1.1m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (0.1%) each year. All expenses for the organization totaled $1.1m during the year ending 11/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SENIOR HOUSING OF MIDDLETON IS AN INDEPENDENT SENIOR HOUSING COMMUNITY THAT OFFERS RESIDENCY, CARE, AND SERVICES AT THE COMMUNITY TO QUALIFIED PERSONS AGED FIFTY-FIVE (55) AND OLDER.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDE AN INDEPENDENT SENIOR HOUSING COMMUNITY THAT OFFERS RESIDENCY, CARE, AND SERVICES AT THE COMMUNITY TO QUALIFIED PERSONS AGED FIFTY-FIVE (55) AND OLDER. THE COMMUNITY HAD A 98% OCCUPANCY RATE FOR 2020/2021.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Timothy Conroy President | OfficerTrustee | 1 | $0 |
Carol Grob Vice President | OfficerTrustee | 1 | $0 |
Dave Arnold Secretary | OfficerTrustee | 1 | $0 |
Dennis Sampson Treasurer | OfficerTrustee | 1 | $0 |
Kristi Vater Director | Trustee | 1 | $0 |
Rich Bloomberg Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $3,850 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,850 |
| Total Program Service Revenue | $1,045,792 |
| Investment income | $29,407 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,079,049 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $202,743 |
| Pension plan accruals and contributions | $12,013 |
| Other employee benefits | $32,088 |
| Payroll taxes | $14,946 |
| Fees for services: Management | $50,046 |
| Fees for services: Legal | $1,834 |
| Fees for services: Accounting | $14,380 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $350 |
| Fees for services: Other | $128,054 |
| Advertising and promotion | $7,976 |
| Office expenses | $18,314 |
| Information technology | $2,970 |
| Royalties | $0 |
| Occupancy | $69,000 |
| Travel | $722 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $86,956 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $306,864 |
| Insurance | $20,841 |
| All other expenses | $10,561 |
| Total functional expenses | $1,065,461 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $331,404 |
| Savings and temporary cash investments | $986,476 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $1,827 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $3,585 |
| Net Land, buildings, and equipment | $5,723,451 |
| Investments—publicly traded securities | $1,327,813 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $8,374,556 |
| Accounts payable and accrued expenses | $53,156 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $2,119,794 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $7,498,063 |
| Total liabilities | $9,671,013 |
| Net assets without donor restrictions | -$1,296,457 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $8,374,556 |
Endowment Analysis
| Beg. Balance | $159,782 |
| Earnings | $16,159 |
| Net Contributions | $3,850 |
| Ending Balance | $179,791 |
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