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Vna Apartments INC

Tax-deductible

Neenah, WI501(c)(3)Human Services EIN 39-1849352Revenue $1.3M in FY2025

On file with the IRSvalleyvna.org1535 Lyon Dr, 54956-5070 · Neenah, WITax-exempt since Jul 1996Publicly supported — 509(a)(2)

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Providing elderly housing and services to eligible clients in northeast wisconsin.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Run by 200 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
6 of 6
filings with a surplus
Average surplus $166K a year · 15% of revenue · last 6 filings
Looks good: a surplus in 6 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
4 mo
of spending, in cash
Looks good: 4.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $25K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.6M
60% of total assets
Fine: liabilities are 60% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
8
of 9 voting members
Looks good: 8 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
+17% vs prior year
Spent
$1.0M
To programs
85%
Net assets
$1.1M
By yearFY2020–FY2025
Revenue
$1.3M
FY2025▲ +17%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.0M
FY2021$1.0M
FY2022$1.0M
FY2023$987K
FY2024$1.1M
FY2025$1.3M
Expenses
$1.0M
FY2025▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$865K
FY2021$926K
FY2022$873K
FY2023$869K
FY2024$949K
FY2025$1.0M
Net assets
$1.1M
FY2025▲ +36%
Tap a bar for its year
Net assets by fiscal year
FY2020$251K
FY2021$367K
FY2022$526K
FY2023$645K
FY2024$801K
FY2025$1.1M

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1996.

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% · $855K Management & general 15% · $153K

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

10 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Denise Burkett
Vice Chair
$0Pt VII · Sec A
Joe McGrane
Treasurer/Se
$0Pt VII · Sec A
Paula McNiel
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Paul Schultz
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Vna Apartments 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

Offers housing and services for eligible seniors in Northeast Wisconsin.

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Provided by the organization

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1 program · $855K · in their own filed words · FY2025
01

Provided housing, meals, social activities, and personal services to 37 residents.

$855Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2020
Valley Vna Health Systems INCFY2020$25K
Total grants receivedfrom 1 funder$25K

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.3M
Ln 12
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$688
Other incomeLn 4–11$255
Money outPt IX
$1.0M
Ln 25
Programscol B$855K
Managementcol C$153K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$379K
Total assetsLn 16$2.7M
LiabilitiesLn 26$1.6M
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$688
Other incomeLn 4–11$255
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$379K
Cash and savings togetherLn 1–2$379K
Land, buildings, equipmentLn 10c$1.4M
Other assetsLn 15$940K
Total assetsLn 16$2.7M
LiabilitiesLn 26$1.6M
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 6200
Fiscal year endsHeaderDecember
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 FY25End FY25
Cash and savingsLn 1–2$224K$379K
Land, buildings, equipmentLn 10c$1.5M$1.4M
Total assetsLn 16$2.5M$2.7M
LiabilitiesLn 26$1.7M$1.6M
Net assetsLn 32$801K$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$76K$76K
Accounting feesLn 11c$9K$9K
Other fees for servicesLn 11g$511K$511K
Office expensesLn 13$598$598
Information technologyLn 14$5K$5K
OccupancyLn 16$263K$225K$38K
TravelLn 17$348$348
Depreciation, depletion and amortizationLn 22$121K$118K$3K
InsuranceLn 23$20K$20K
Other expenses (24a–d)Ln 24$1K$1K$154
Total functional expensesLn 25$1.0M$855K$153K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.3M$1.0M$285K$1.1M 990 PDF
FY2024 $1.1M$949K$156K$801K 990 PDF
FY2023 $987K$869K$118K$645K 990 PDF
FY2022 $1.0M$873K$159K$526K 990 PDF
FY2021 $1.0M$926K$116K$367K 990 PDF
FY2020 $1.0M$865K$160K$251K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $1,292,932 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $1,101,841$1,291,989
I-10 Investment incomePrior year $255$688
I-11 Other revenuePrior year $2,122$255
I-12 Total revenuePrior year $1,104,218$1,292,932
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $948,520$1,007,952
I-18 Total expensesPrior year $948,520$1,007,952
I-19 Revenue less expensesPrior year $155,698$284,980
Part VI · Governance 8 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,292,932 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,291,989$1,291,989
VIII-3 Investment incomeExcluded from tax $688$688
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $255$255
VIII-12 Total revenueRelated to mission $1,292,244 · Excluded from tax $688$1,292,932
Part IX · Statement of functional expenses $1,007,952 across 10 lines filed
IX-11a Management feesManagement $76,281$76,281
IX-11c Accounting feesManagement $9,000$9,000
IX-11g Other fees for servicesPrograms $510,508$510,508
IX-13 Office expensesManagement $598$598
IX-14 Information technologyManagement $5,106$5,106
IX-16 OccupancyPrograms $225,232 · Management $38,237$263,469
IX-17 TravelPrograms $348$348
IX-22 Depreciation, depletion and amortizationPrograms $117,675 · Management $3,400$121,075
IX-23 InsuranceManagement $20,324$20,324
IX-24 Other expenses (24a–d)Programs $1,089 · Management $154$1,243
IX-25 Total functional expensesPrograms $854,852 · Management $153,100 · Fundraising $0$1,007,952
Part X · Balance sheet $2,688,482 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $224,462$378,536
X-4 Accounts receivableStart of year $2,116$80
X-9 Prepaid expenses and deferred chargesStart of year $12,630$14,347
X-10c Land, buildings and equipment, netStart of year $1,473,256$1,355,581
X-15 Other assetsStart of year $775,095$939,938
X-16 Total assetsStart of year $2,487,559$2,688,482
X-17 Accounts payable and accrued expensesStart of year $61,609$62,155
X-19 Deferred revenueStart of year $16,587$31,435
X-25 Other liabilitiesStart of year $379,080$379,997
X-26 Total liabilitiesStart of year $1,686,951$1,602,894
X-27 Net assets without donor restrictionsStart of year $800,608$1,085,588
X-32 Total net assets or fund balancesStart of year $800,608$1,085,588
X-33 Total liabilities and net assetsStart of year $2,487,559$2,688,482
Part XI · Reconciliation of net assets $1,085,588 net assets at year end
XI-1 Total revenue$1,292,932
XI-2 Total expenses$1,007,952
XI-3 Revenue less expenses$284,980
XI-4 Net assets at start of year$800,608
XI-10 Net assets at end of year$1,085,588

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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