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Apple River INC FY2021 filing

Tax-deductible

Superior, WI501(c)(3)Since 1997EIN 39-1809152

Creating homes by bringing safe and affordable housing opportunities to persons with disabilities in accordance with the charitable Works and traditions of the Roman Catholic Church. Works are carried out in accordance with Catholic Social teachings.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 6
filings with a surplus
Average deficit $9K a year · 16% of revenue · last 6 filings
Concern: a surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
14 mo
of spending, in cash
Looks good: 13.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$23K
9% of total assets
Looks good: liabilities are 9% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$46K
-11% vs prior year
Spent
$54K
To programs
82%
Net assets
$226K
By yearFY2020–FY2025
Revenue
$46K
FY2021▼ -11%
Revenue by fiscal year
FY2020$52K
FY2021$46K
FY2022$68K
FY2023$49K
FY2024$54K
FY2025$58K
FY2025$52K
Expenses
$54K
FY2021▼ -17%
Expenses by fiscal year
FY2020$65K
FY2021$54K
FY2022$79K
FY2023$56K
FY2024$67K
FY2025$59K
FY2025$61K
Net assets
$226K
FY2021▼ -3%
Net assets by fiscal year
FY2020$234K
FY2021$226K
FY2022$214K
FY2023$207K
FY2024$194K
FY2025$193K
FY2025$183K

From the FY2021 Form 990 (year ending March 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Yes — filed FY2025
Legal name (IRS)Hdr · item CApple River INC
EINHdr · item D39-1809152
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFMar 1946
Year of formationHdr · item L1997
Latest filingForm 990FY2025 · Form 990
Principal addressHdr · item CSuperior, WI
NTEE classificationIRS BMFNonprofit
WebsiteHdr · item Jccbsuperior.org

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.82 Management & general $0.18
Program services82%$44K
Management & general18%$10K
Total functional expensesLn 25$54K

Finances

Money in and out, what it owns and owes

Spent on programs
82%
of spending reaches programs
Months of spending covered by cash
13.8mo
months of spending covered by cash and easy-to-sell investments
Surplus or deficit
-17%
as % of revenue, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Total assets
$249K
FY2021▼ -3%
Total assets by fiscal year
FY2020$257K
FY2021$249K
FY2022$250K
FY2023$244K
FY2024$234K
FY2025$225K
FY2025$219K
Total liabilities
$23K
FY2021▼ -1%
Total liabilities by fiscal year
FY2020$23K
FY2021$23K
FY2022$35K
FY2023$36K
FY2024$40K
FY2025$32K
FY2025$36K
Revenue less expensesPt I · Ln 19−$8K
Total assetsPt X · Ln 16$249K
Spent on programsPt IX · col B82%
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 45

Balance Sheet

Part X · end of year
CashLn 1$62K
Total assetsLn 16$249K
Total liabilitiesLn 26$23K
Total net assetsLn 32$226K
Months of cash on handcomputed13.8

Statement of Revenue

Part VIII
Program service revenue$24K · 53%
Contributions & grants$22K · 47%
Program service revenue53%$24K
Contributions & grants47%$22K
Investment income$28
— government grantsLn 1e$22K
Total revenueLn 12$46K

Money in detail

Form 990 · FY2021 · each figure shown with the dollars behind it
Cash and giving out
Months of spending covered by cash
Cash and easy-to-sell investments $62K · Operating expenses/yr $54K
13.8 months
Where the money goes
Program services
Program services $44K · Total expenses $54K
82%
Management & General
Management & general $10K · Total expenses $54K
18%
Fundraising
Fundraising $0 · Total expenses $54K
0%
Cost to raise $1
Fundraising expense (2-yr avg) $0 · Solicited contributions (2-yr avg) $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $22K · Total revenue $46K
47%
Government reliance
Government grants $22K · Total revenue $46K
47%
Earned-income share
Program service revenue $24K · Total revenue $46K
53%
Investment reliance
Investment income $28 · Total revenue $46K
+0.06%
Program self-sufficiency
Program service revenue $24K · Total expenses $54K
45%
Growth & trend
Revenue change from last year
This year $46K · Prior year $52K
-11%
Net assets change over the year
End of year $226K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus or deficit, as % of revenue
Revenue $46K · Expenses $54K
-17%
Debts compared to what it owns
Total liabilities — · Total assets $249K
—
Net assets compared to what it owns
Net assets $226K · Total assets $249K
91%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $249K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Richard Moran · Reported title President · Highest reported compensation $0 · Total expenses $54K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $15K · Total expenses $54K
28%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Spent on programs 82%——
Spent on management, % of spending 18%——
Fundraising cost, % of gifts 0%——
Revenue growth -11%——

Straight from the Form 990 — descriptive, not an evaluation. A share is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Richard Moran
President
$0Pt VII · Sec A
Michael Welch
Vice President
$0Pt VII · Sec A
Sarah Peterson
Secretary/Treasurer
$0Pt VII · Sec A
James Erickson
Board Director
$0Pt VII · Sec A
Mary Ann Rotondi
Board Director
$0Pt VII · Sec A
See Apple River INC executive salaries →

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Governance & Policies

Part VI
  • 5Voting board membersPt VI · Ln 1a
  • 5Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aYes
  • Whistleblower policyPt VI · Ln 13Yes
  • Document retention policyPt VI · Ln 14Yes
  • Top official’s pay independently reviewedPt VI · Ln 15aYes
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Provides affordable housing for low-income individuals with chronic mental illness.

Provided by the organization

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Mission & Programs · Part III

Where the work happens

1 program service account for $44K of program spending, described in the organization's own filed words · FY2020.
01

8 units of housing for low income chronically mentally ill people whose rents are subsidized by the U. S. Department of Housing and Urban Development thereby removing the income barrier to achieve affordable housing.

$44Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2025 $58K$59K+8% 990 PDF
FY2024 $54K$67K+10% 990 PDF
FY2023 $49K$56K-28% 990 PDF
FY2022 $68K$79K+45% 990 PDF
FY2021 Viewing $46K$54K-11% 990 PDF
FY2020 $52K$65K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Full filing: Form 990 for FY2021

Every line we hold from the return, cited to its Part and line.
Part VIII · Statement of revenue $46,438 across 12 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$21,996
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$21,996
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $24,414 · Unrelated business $0 · Excluded from tax $0$24,414
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $28$28
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $24,414 · Unrelated business $0 · Excluded from tax $28$46,438
Part IX · Statement of functional expenses $54,179 across 10 lines filed
IX-7 Other salaries and wagesPrograms $9,326 · Management $3,996$13,322
IX-9 Other employee benefitsPrograms $320 · Management $137$457
IX-10 Payroll taxesPrograms $859 · Management $368$1,227
IX-12 Advertising and promotionPrograms $158$158
IX-13 Office expensesPrograms $2,558 · Management $1,096$3,654
IX-16 OccupancyPrograms $19,486$19,486
IX-17 TravelPrograms $401$401
IX-21 Payments to affiliatesManagement $4,412$4,412
IX-22 Depreciation, depletion and amortizationPrograms $9,874$9,874
IX-23 InsurancePrograms $1,188$1,188
IX-25 Total functional expensesPrograms $44,170 · Management $10,009 · Fundraising $0$54,179
Part X · Balance sheet $248,566 assets, 12 lines filed
X-2 Savings and temporary cash investmentsStart of year $57,374$62,451
X-4 Accounts receivable$2,293
X-9 Prepaid expenses and deferred chargesStart of year $892$924
X-10c Land, buildings and equipment, netStart of year $192,772$182,898
X-16 Total assetsStart of year $256,620$248,566
X-17 Accounts payable and accrued expensesStart of year $9,275$8,962
X-25 Other liabilitiesStart of year $13,707$13,707
X-26 Total liabilitiesStart of year $22,982$22,669
X-27 Net assets without donor restrictionsStart of year $233,638$225,897
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $233,638$225,897
X-33 Total liabilities and net assetsStart of year $256,620$248,566
Part XI · Reconciliation of net assets $225,897 net assets at year end
XI-1 Total revenue$46,438
XI-2 Total expenses$54,179
XI-3 Revenue less expenses−$7,741
XI-4 Net assets at start of year$233,638
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$225,897

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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