philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Blue Valley INC FY2020 filing

Tax-deductible

Superior, WI501(c)(3)Since 1997EIN 39-1809155

This page gets seen. Tell your story. Claim this org.

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.
83¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · 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
1 of 6
filings with a surplus
Average deficit $7K a year · 12% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
9 mo
of spending, in cash
Looks good: 9.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$6K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$57K
Spent
$56K
To programs
83%
Net assets
$228K
By yearFY2020–FY2025
Revenue
$57K
FY2020
Revenue by fiscal year
FY2020$57K
FY2021$59K
FY2022$57K
FY2023$57K
FY2024$57K
FY2025$63K
FY2025$66K
Expenses
$56K
FY2020
Expenses by fiscal year
FY2020$56K
FY2021$65K
FY2022$62K
FY2023$85K
FY2024$58K
FY2025$67K
FY2025$66K
Net assets
$228K
FY2020
Net assets by fiscal year
FY2020$228K
FY2021$221K
FY2022$217K
FY2023$189K
FY2024$188K
FY2025$183K
FY2025$183K

From the FY2020 Form 990 (year ending March 2020) · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1946.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $46K Management & general 17% · $10K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
Richard Moran
Vice President
$0Pt VII · Sec A
Sarah Jardine
Secretary/Treasurer
$0Pt VII · Sec A
James Erickson
Board Director
$0Pt VII · Sec A
Mary Ann Rotondi
Board Director
$0Pt VII · Sec A
Michael Welch
Board Director
$0Pt VII · Sec A
See Blue Valley INC executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

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

Provided by the organization

Know this organization? Claim it to add your story

1 program · $46K · in their own filed words · FY2019
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 which enables them to live independently in the community.

$46Kprogram expense

Funders

Who pays for it.

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

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$57K
Ln 12
Fees for servicesLn 2g$29K
Gifts and grantsLn 1h$28K
Investment incomeLn 3$17
Money outPt IX
$56K
Ln 25
Programscol B$46K
Managementcol C$10K
Owns and owesPt X
$228K
net assets · Ln 32
Cash and savingsLn 1–2$43K
Total assetsLn 16$234K
LiabilitiesLn 26$6K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$28K
Government grantsLn 1e$28K
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$29K
Investment incomeLn 3$17
Total revenueLn 12$57K
Assets in detailPt X, end of year
CashLn 1$4K
SavingsLn 2$39K
Cash and savings togetherLn 1–2$43K
Land, buildings, equipmentLn 10c$189K
Total assetsLn 16$234K
LiabilitiesLn 26$6K
Net assetsLn 32$228K
OperationsPt I, VI
EmployeesI 50
VolunteersI 65
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$33K$43K
Land, buildings, equipmentLn 10c$199K$189K
Total assetsLn 16$234K$234K
LiabilitiesLn 26$7K$6K
Net assetsLn 32$226K$228K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$12K$9K$3K
Other employee benefitsLn 9$2K$1K$499
Payroll taxesLn 10$1K$761$254
Advertising and promotionLn 12$9$9
Office expensesLn 13$2K$2K$587
OccupancyLn 16$20K$20K
TravelLn 17$2K$2K
Payments to affiliatesLn 21$5K$5K
Depreciation, depletion and amortizationLn 22$10K$10K
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$25$25$0$0
Total functional expensesLn 25$56K$46K$10K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 $63K$67K−$4K$183K 990 PDF
FY2024 $57K$58K−$1K$188K 990 PDF
FY2023 $57K$85K−$28K$189K 990 PDF
FY2022 $57K$62K−$4K$217K 990 PDF
FY2021 $59K$65K−$7K$221K 990 PDF
FY2020 Viewing $57K$56K$1K$228K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $56,866 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$27,646
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$27,646
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $29,203 · Unrelated business $0 · Excluded from tax $0$29,203
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $17$17
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $29,203 · Unrelated business $0 · Excluded from tax $17$56,866
Part IX · Statement of functional expenses $55,601 across 11 lines filed
IX-7 Other salaries and wagesPrograms $8,907 · Management $2,969$11,876
IX-9 Other employee benefitsPrograms $1,496 · Management $499$1,995
IX-10 Payroll taxesPrograms $761 · Management $254$1,015
IX-12 Advertising and promotionPrograms $9$9
IX-13 Office expensesPrograms $1,761 · Management $587$2,348
IX-16 OccupancyPrograms $19,922$19,922
IX-17 TravelPrograms $1,783$1,783
IX-21 Payments to affiliatesManagement $5,297$5,297
IX-22 Depreciation, depletion and amortizationPrograms $9,986$9,986
IX-23 InsurancePrograms $1,345$1,345
IX-24 Other expenses (24a–d)Programs $25 · Management $0 · Fundraising $0$25
IX-25 Total functional expensesPrograms $45,995 · Management $9,606 · Fundraising $0$55,601
Part X · Balance sheet $233,829 assets, 12 lines filed
X-1 Cash, non-interest-bearing$3,942
X-2 Savings and temporary cash investmentsStart of year $32,921$38,638
X-4 Accounts receivable$161
X-9 Prepaid expenses and deferred chargesStart of year $2,104$2,317
X-10c Land, buildings and equipment, netStart of year $198,757$188,771
X-16 Total assetsStart of year $233,782$233,829
X-17 Accounts payable and accrued expensesStart of year $7,470$6,252
X-26 Total liabilitiesStart of year $7,470$6,252
X-27 Net assets without donor restrictionsStart of year $226,312$227,577
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $226,312$227,577
X-33 Total liabilities and net assetsStart of year $233,782$233,829
Part XI · Reconciliation of net assets $227,577 net assets at year end
XI-1 Total revenue$56,866
XI-2 Total expenses$55,601
XI-3 Revenue less expenses$1,265
XI-4 Net assets at start of year$226,312
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$227,577

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Export with similar orgs (CSV)
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.