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Westbay INC FY2021 filing

Tax-deductible

Superior, WI501(c)(3)Since 1999EIN 39-1842997

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.
78¢ 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 $4K a year · 9% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
23 mo
of spending, in cash
Looks good: 23.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$6K
2% of total assets
Looks good: liabilities are 2% 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
$35K
-8% vs prior year
Spent
$40K
To programs
78%
Net assets
$280K
By yearFY2020–FY2025
Revenue
$35K
FY2021▼ -8%
Revenue by fiscal year
FY2020$39K
FY2021$35K
FY2022$43K
FY2023$43K
FY2024$45K
FY2025$49K
FY2025$50K
Expenses
$40K
FY2021▼ -17%
Expenses by fiscal year
FY2020$48K
FY2021$40K
FY2022$45K
FY2023$47K
FY2024$49K
FY2025$47K
FY2025$60K
Net assets
$280K
FY2021▼ -2%
Net assets by fiscal year
FY2020$284K
FY2021$280K
FY2022$277K
FY2023$273K
FY2024$269K
FY2025$271K
FY2025$262K

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

78 cents of each dollar spent went to programs.

Program services 78% · $31K Management & general 22% · $9K

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

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 Westbay 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 housing for low-income individuals with chronic mental illness.

Provided by the organization

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1 program service account for $31K of program spending, described in the organization's own filed words · FY2020.
01

Housing Provision

6 units of housing for persons with chronic mental illness whose rents are subsidized by the U. S. Department of Housing and Urban Development. (6 tenants)

$31Kprogram expense

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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
$35K
Ln 12
Gifts and grantsLn 1h$20K
Fees for servicesLn 2g$16K
Investment incomeLn 3$76
Money outPt IX
$40K
Ln 25
Programscol B$31K
Managementcol C$9K
Owns and owesPt X
$280K
net assets · Ln 32
Cash and savingsLn 1–2$78K
Total assetsLn 16$286K
LiabilitiesLn 26$6K
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$20K
Government grantsLn 1e$20K
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$16K
Investment incomeLn 3$76
Total revenueLn 12$35K
Assets in detailPt X, end of year
SavingsLn 2$78K
Cash and savings togetherLn 1–2$78K
Land, buildings, equipmentLn 10c$204K
Total assetsLn 16$286K
LiabilitiesLn 26$6K
Net assetsLn 32$280K
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$74K$78K
Land, buildings, equipmentLn 10c$214K$204K
Total assetsLn 16$293K$286K
LiabilitiesLn 26$8K$6K
Net assetsLn 32$284K$280K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$10K$6K$3K
Other employee benefitsLn 9$1K$864$465
Payroll taxesLn 10$815$530$285
Advertising and promotionLn 12$145$145
Office expensesLn 13$2K$788$786
OccupancyLn 16$11K$11K
TravelLn 17$15$15
Payments to affiliatesLn 21$4K$4K
Depreciation, depletion and amortizationLn 22$11K$11K
InsuranceLn 23$875$875
Other expenses (24a–d)Ln 24$122$0$122$0
Total functional expensesLn 25$40K$31K$9K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 $49K$47K$2K$271K 990 PDF
FY2024 $45K$49K−$4K$269K 990 PDF
FY2023 $43K$47K−$4K$273K 990 PDF
FY2022 $43K$45K−$2K$277K 990 PDF
FY2021 Viewing $35K$40K−$5K$280K 990 PDF
FY2020 $39K$48K−$9K$284K 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 $35,396 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$19,729
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$19,729
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $15,591 · Unrelated business $0 · Excluded from tax $0$15,591
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $76$76
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $15,591 · Unrelated business $0 · Excluded from tax $76$35,396
Part IX · Statement of functional expenses $39,990 across 11 lines filed
IX-7 Other salaries and wagesPrograms $6,304 · Management $3,394$9,698
IX-9 Other employee benefitsPrograms $864 · Management $465$1,329
IX-10 Payroll taxesPrograms $530 · Management $285$815
IX-12 Advertising and promotionPrograms $145$145
IX-13 Office expensesPrograms $788 · Management $786$1,574
IX-16 OccupancyPrograms $11,013$11,013
IX-17 TravelPrograms $15$15
IX-21 Payments to affiliatesManagement $3,734$3,734
IX-22 Depreciation, depletion and amortizationPrograms $10,670$10,670
IX-23 InsurancePrograms $875$875
IX-24 Other expenses (24a–d)Programs $0 · Management $122 · Fundraising $0$122
IX-25 Total functional expensesPrograms $31,204 · Management $8,786 · Fundraising $0$39,990
Part X · Balance sheet $286,228 assets, 12 lines filed
X-2 Savings and temporary cash investmentsStart of year $73,766$77,718
X-4 Accounts receivableStart of year $171$536
X-9 Prepaid expenses and deferred chargesStart of year $783$810
X-10c Land, buildings and equipment, netStart of year $214,141$203,660
X-14 Intangible assetsStart of year $3,693$3,504
X-16 Total assetsStart of year $292,554$286,228
X-17 Accounts payable and accrued expensesStart of year $8,202$6,470
X-26 Total liabilitiesStart of year $8,202$6,470
X-27 Net assets without donor restrictionsStart of year $284,352$279,758
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $284,352$279,758
X-33 Total liabilities and net assetsStart of year $292,554$286,228
Part XI · Reconciliation of net assets $279,758 net assets at year end
XI-1 Total revenue$35,396
XI-2 Total expenses$39,990
XI-3 Revenue less expenses−$4,594
XI-4 Net assets at start of year$284,352
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$279,758

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

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