Nonprofit · EIN 39-1805261
HOLIE III INC
Also known as BURNHAM VILLAGE APARTMENTS
Tax-exempt · MEQUON, WI 53092
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $377,939 | $390,686 | -$12,747 | $556,607 | $2,117,916 | -$1,561,309 |
| April 30, 2024 | 990 | $379,761 | $523,930 | -$144,169 | $546,849 | $2,095,410 | -$1,548,561 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $368,823
- Investment income
- $404
- Other revenue
- $8,712
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,104
- Accounting fees
- $18,345
- Depreciation
- $44,649
- Program services (functional)
- $265,193
- Management and general (functional)
- $125,493
Balance sheet and other
- Total assets, start of year
- $546,849
- Total assets, end of year
- $556,607
- Total liabilities, end of year
- $2,117,916
- Net assets, end of year
- -$1,561,309
- Land, buildings and equipment
- $244,689
- Net assets without donor restrictions
- -$1,561,309
- Gross receipts
- $377,939
- Employees
- 0
- Year formed
- 1997
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REV PAUL ARMSTRONG | DIRECTOR Trustee or director | – | $0 |
| REV GAIL BRODERSEN-HEINS | DIRECTOR Trustee or director | – | $0 |
| REV GAIL HUEBNER | DIRECTOR Trustee or director | – | $0 |
| MR WAYNE LUNDE | SEC./TREAS./ Trustee or director, Officer | – | $0 |
| REV RICHARD PETERSON | DIRECTOR Trustee or director | – | $0 |
| MIKE PLICKA | DIRECTOR Trustee or director | – | $0 |
| MR THOMAS F RAASCH | V-PRESIDENT/ Trustee or director, Officer | – | $0 |
| REV ED RUEN | DIRECTOR Trustee or director | – | $0 |
| REV FRED THOMAS-BREITFELD | PRESIDENT/DI Trustee or director, Officer | – | $0 |
| REV MARK THOMPSON | DIRECTOR Trustee or director | – | $0 |
990 for the year ended April 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REV PAUL ARMSTRONG | DIRECTOR Trustee or director | – | $0 |
| REV GAIL BRODERSEN-HEINS | DIRECTOR Trustee or director | – | $0 |
| REV GAIL HUEBNER | DIRECTOR Trustee or director | – | $0 |
| MR WAYNE LUNDE | SEC./TREAS./ Trustee or director, Officer | – | $0 |
| REV RICHARD PETERSON | DIRECTOR Trustee or director | – | $0 |
| MIKE PLICKA | DIRECTOR Trustee or director | – | $0 |
| MR THOMAS F RAASCH | V-PRESIDENT/ Trustee or director, Officer | – | $0 |
| REV ED RUEN | DIRECTOR Trustee or director | – | $0 |
| REV FRED THOMAS-BREITFELD | PRESIDENT/DI Trustee or director, Officer | – | $0 |
| REV MARK THOMPSON | DIRECTOR Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 11520 NORTH PORT WASHINGTON RD 102, MEQUON, WI 53092-3432
- Principal officer (990 for 2024)
- REV FRED THOMAS-BREITFELD, 4535 WEST OKLAHOMA AVENUE, MILWAUKEE, WI 53219
- Signed the 990
- REV FRED THOMAS-BREITFELD, PRESIDENT/DIRECTOR
- Phone
- (262) 940-9406
- Return prepared by
- JANKINS JABLONSKI LLC
Mission
TO PROVIDE HOUSING FOR LOW INCOME ELDERLY INDIVIDUALS.
Program accomplishments
- H.O.L.I.E. III, INC. BURNHAM VILLAGE APARTMENTS CONSTRUCTED AND OPERATES A 40 UNIT RENTAL HOUSING PROJECT FOR LOW INCOME ELDERLY INDIVIDUALS.Expenses $265,193 · revenue $368,823
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 39-1805261
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1995
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L200)
- Assets (IRS master file)
- $556,607
- Income (IRS master file)
- $377,939
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $377,939 | $390,686 | $556,607 | XML |
| 990 | April 2024 | $379,761 | $523,930 | $546,849 | XML |
| 990 | April 2023 | $361,508 | $351,558 | $687,888 | IRS |
| 990 | April 2022 | – | – | – | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1805261).
Questions about HOLIE III INC
- What is the EIN of HOLIE III INC?
- The employer identification number (EIN) of HOLIE III INC is 39-1805261.
- Is HOLIE III INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to HOLIE III INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HOLIE III INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HOLIE III INC due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOLIE III INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of HOLIE III INC?
- The 990 for the year ended April 30, 2025 names REV FRED THOMAS-BREITFELD.
- Who are the officers and directors of HOLIE III INC?
- The 990 for the year ended April 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does HOLIE III INC have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $377,939, expenses of $390,686 and total assets of $556,607 at year end.
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