Form 990 for tax year 2022
Filed by ST COLETTA OF WISCONSIN CHARITABLE FOUNDATION INC.
Totals
- Total revenue
- $389,966
- Total expenses
- $133,597
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $108,322
- Investment income
- $281,644
- Other revenue
- $0
- Total assets, end of year
- $5,285,253
- Total liabilities, end of year
- $4,051,203
- Net assets or fund balances, end of year
- $1,234,050
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $133,597
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: HOUSING INCOME
total $108,322 · related or exempt $108,322
-
3 · Investment income
total $95,362 · excluded $95,362
-
7a · Gross sales of assets other than inventory
securities $1,479,853
-
7b · Less cost or other basis and sales expenses
securities $1,293,571
-
7c · Gain or loss
securities $186,282
-
7d · Net gain or loss
total $186,282 · excluded $186,282
Functional expenses
Part IX, the statement of functional expenses.
-
11f · Fees: investment management
total $33,359 · management and general $33,359
-
11g · Fees: other
total $84,748 · management and general $84,748
-
22 · Depreciation, depletion and amortization
total $15,465 · management and general $15,465
-
24a · Other expenses: LICENSES & FEES
total $25 · management and general $25
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $145,535 · end of year $141,717
-
10a · Land, buildings and equipment: cost or other basis
$466,214
-
10b · Land, buildings and equipment: accumulated depreciation
$65,212
-
10c · Land, buildings and equipment, net
beginning of year $416,467 · end of year $401,002
-
11 · Investments: publicly traded securities
beginning of year $5,354,662 · end of year $4,742,534
-
25 · Other liabilities
beginning of year $4,974,752 · end of year $4,051,203
-
27 · Net assets without donor restrictions
beginning of year $941,912 · end of year $1,234,050
Mission and programs · 2022
Mission
ST. COLETTA OF WISCONSIN CHARITABLE FOUNDATION, INC. WAS ESTABLISHED TO ACQUIRING, MANAGING, INVESTING, ADMINISTERING, AND DISBURSING FUNDS FOR CAPITAL IMPROVEMENTS AND ADDITIONS TO THE FACILITIES OF, TO THE GIVING, GRANTING AND LOANING OF OPERATING FUNDS TO, AND OTHERWISE TO PROVIDE FOR THE BENEFIT OF, PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF ST. COLETTA OF WISCONSIN, INC.
-
ST. COLETTA OF WISCONSIN CHARITABLE FOUNDATION, INC. TRANFERS FUNDS TO ST. COLETTA OF WISCONSIN TO BE USED BY ST. COLETTA IN FULFILLING ITS PURPOSE.
Revenue $108,322
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Ted BehnckeTED BEHNCKE
DIRECTOR
- Total calculated
- $224,278
- From this org
- $0
- From related orgs
- $223,147
- Other
- $1,131
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $176,527 related
- Bonus
- $0 + $30,000 related
- Other
- $0 + $16,620 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $1,131 related
- Filer's total
- $0 + $224,278 related
-
Ed CichurskiED CICHURSKI
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Al DiluigiAL DILUIGI
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Joe DuffeyJOE DUFFEY
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
H Jim AndersonH JIM ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sr Mary Lea SchneiderSR MARY LEA SCHNEIDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Phil MillerPHIL MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
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501(C)(3) · SUPPORT PERSONS WITH DEVELOPMENTAL AND OTHER CHALLENGES · WI
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202430459349301908
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