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Blue Valley INC FY2021 filing

Tax-deductible

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

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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.
85¢ 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
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
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
7 mo
of spending, in cash
Looks good: 7.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$10K
4% of total assets
Looks good: liabilities are 4% 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
$59K
+3% vs prior year
Spent
$65K
To programs
85%
Net assets
$221K
By yearFY2020–FY2025
Revenue
$59K
FY2021▲ +3%
Revenue by fiscal year
FY2020$57K
FY2021$59K
FY2022$57K
FY2023$57K
FY2024$57K
FY2025$63K
FY2025$66K
Expenses
$65K
FY2021▲ +17%
Expenses by fiscal year
FY2020$56K
FY2021$65K
FY2022$62K
FY2023$85K
FY2024$58K
FY2025$67K
FY2025$66K
Net assets
$221K
FY2021▼ -3%
Net assets by fiscal year
FY2020$228K
FY2021$221K
FY2022$217K
FY2023$189K
FY2024$188K
FY2025$183K
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) →

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

85 cents of each dollar spent went to programs.

Program services 85% · $55K Management & general 15% · $10K

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

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Who runs it and what they're paid

5 people listed on the 990.

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 Blue Valley INC executive salaries →

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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

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1 program · $55K · in their 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 which enables them to live independently in the community.

$55Kprogram expense

Funders

Who pays for it.

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

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$59K
Ln 12
Fees for servicesLn 2g$30K
Gifts and grantsLn 1h$27K
Other incomeLn 4–11$2K
Money outPt IX
$65K
Ln 25
Programscol B$55K
Managementcol C$10K
Owns and owesPt X
$221K
net assets · Ln 32
Cash and savingsLn 1–2$40K
Total assetsLn 16$231K
LiabilitiesLn 26$10K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$27K
Government grantsLn 1e$27K
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$30K
Investment incomeLn 3$18
Other incomeLn 4–11$2K
Total revenueLn 12$59K
Assets in detailPt X, end of year
CashLn 1$7K
SavingsLn 2$33K
Cash and savings togetherLn 1–2$40K
Land, buildings, equipmentLn 10c$190K
Total assetsLn 16$231K
LiabilitiesLn 26$10K
Net assetsLn 32$221K
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 FY21End FY21
Cash and savingsLn 1–2$43K$40K
Land, buildings, equipmentLn 10c$189K$190K
Total assetsLn 16$234K$231K
LiabilitiesLn 26$6K$10K
Net assetsLn 32$228K$221K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$14K$10K$3K
Other employee benefitsLn 9$2K$1K$454
Payroll taxesLn 10$1K$1K$369
Advertising and promotionLn 12$86$86
Office expensesLn 13$2K$1K$481
OccupancyLn 16$28K$28K
TravelLn 17$2K$2K
Payments to affiliatesLn 21$5K$5K
Depreciation, depletion and amortizationLn 22$10K$10K
InsuranceLn 23$996$996
Total functional expensesLn 25$65K$55K$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 Viewing $59K$65K−$7K$221K 990 PDF
FY2020 $57K$56K$1K$228K 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
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $58,582 across 13 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$26,621
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$26,621
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $29,669 · Unrelated business $0 · Excluded from tax $0$29,669
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $18$18
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,274 · Unrelated business $0 · Excluded from tax $0$2,274
VIII-12 Total revenueRelated to mission $31,943 · Unrelated business $0 · Excluded from tax $18$58,582
Part IX · Statement of functional expenses $65,166 across 10 lines filed
IX-7 Other salaries and wagesPrograms $10,136 · Management $3,378$13,514
IX-9 Other employee benefitsPrograms $1,360 · Management $454$1,814
IX-10 Payroll taxesPrograms $1,104 · Management $369$1,473
IX-12 Advertising and promotionPrograms $86$86
IX-13 Office expensesPrograms $1,444 · Management $481$1,925
IX-16 OccupancyPrograms $27,800$27,800
IX-17 TravelPrograms $1,886$1,886
IX-21 Payments to affiliatesManagement $5,304$5,304
IX-22 Depreciation, depletion and amortizationPrograms $10,368$10,368
IX-23 InsurancePrograms $996$996
IX-25 Total functional expensesPrograms $55,180 · Management $9,986 · Fundraising $0$65,166
Part X · Balance sheet $231,155 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $3,942$7,433
X-2 Savings and temporary cash investmentsStart of year $38,638$32,840
X-9 Prepaid expenses and deferred chargesStart of year $2,317$1,015
X-10c Land, buildings and equipment, netStart of year $188,771$189,867
X-16 Total assetsStart of year $233,829$231,155
X-17 Accounts payable and accrued expensesStart of year $6,252$10,162
X-26 Total liabilitiesStart of year $6,252$10,162
X-27 Net assets without donor restrictionsStart of year $227,577$220,993
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $227,577$220,993
X-33 Total liabilities and net assetsStart of year $233,829$231,155
Part XI · Reconciliation of net assets $220,993 net assets at year end
XI-1 Total revenue$58,582
XI-2 Total expenses$65,166
XI-3 Revenue less expenses−$6,584
XI-4 Net assets at start of year$227,577
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$220,993

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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