Nonprofit · EIN 39-1836892
H O L I E OF WAUKESHA INC
Tax-exempt · MEQUON, WI 53092
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $194,313 | $204,892 | -$10,579 | $345,918 | $1,201,412 | -$855,494 |
| April 30, 2024 | 990 | $181,106 | $220,783 | -$39,677 | $364,109 | $1,209,024 | -$844,915 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $192,171
- Investment income
- $141
- Other revenue
- $2,001
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $12,095
- Depreciation
- $48,435
- Program services (functional)
- $148,499
- Management and general (functional)
- $56,393
Balance sheet and other
- Total assets, start of year
- $364,109
- Total assets, end of year
- $345,918
- Total liabilities, end of year
- $1,201,412
- Net assets, end of year
- -$855,494
- Land, buildings and equipment
- $219,149
- Net assets without donor restrictions
- -$855,494
- Gross receipts
- $194,313
- Employees
- 0
- Year formed
- 1995
- 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
- In care of
- % FRED THOMAS-BREHFELD
- 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) 240-9406
- Return prepared by
- JANKINS JABLONSKI LLC
Mission
TO PROVIDE HOUSING FOR ELDERLY INDIVIDUALS WITH LOW TO MODERATE-INCOME LEVELS.
Program accomplishments
- H.O.L.I.E. OF WAUKESHA, INC. SUNSET HEIGHTS APARTMENTS CONSTRUCTED AND OPERATES A 18 UNIT RENTAL HOUSING PROJECT FOR ELDERLY INDIVIDUALS WITH LOW TO MODERATE-INCOME LEVELS.Expenses $148,499 · revenue $192,171
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
- 39-1836892
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L80)
- Assets (IRS master file)
- $345,918
- Income (IRS master file)
- $194,313
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $194,313 | $204,892 | $345,918 | XML |
| 990 | April 2024 | $181,106 | $220,783 | $364,109 | XML |
| 990 | April 2023 | $173,053 | $208,082 | $411,466 | 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 39-1836892).
Questions about H O L I E OF WAUKESHA INC
- What is the EIN of H O L I E OF WAUKESHA INC?
- The employer identification number (EIN) of H O L I E OF WAUKESHA INC is 39-1836892.
- Is H O L I E OF WAUKESHA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to H O L I E OF WAUKESHA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does H O L I E OF WAUKESHA 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 H O L I E OF WAUKESHA 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 H O L I E OF WAUKESHA 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 H O L I E OF WAUKESHA INC?
- The 990 for the year ended April 30, 2025 names REV FRED THOMAS-BREITFELD.
- Who are the officers and directors of H O L I E OF WAUKESHA INC?
- The 990 for the year ended April 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does H O L I E OF WAUKESHA INC have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $194,313, expenses of $204,892 and total assets of $345,918 at year end.
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