Nonprofit · EIN 47-0825736
SENIOR HOUSING OF MIDDLETON
Tax-exempt · MIDDLETON, WI 53562
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990 | $1,225,261 | $1,310,617 | -$85,356 | $8,892,899 | $9,949,897 | -$1,056,998 |
| November 30, 2023 | 990 | $1,210,780 | $1,199,042 | $11,738 | $8,872,210 | $9,972,374 | -$1,100,164 |
Financial details: 990 for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $6,056
- Program service revenue
- $1,162,300
- Investment income
- $56,905
- Net gain from sales of assets
- -$51,072
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $280,750
- Salaries, compensation and benefits (total)
- $345,842
- Professional fundraising fees
- $0
- Legal fees
- $6,652
- Accounting fees
- $9,545
- Occupancy
- $69,227
- Travel
- $1,784
- Depreciation
- $392,308
- Program services (functional)
- $1,084,151
- Management and general (functional)
- $226,466
Balance sheet and other
- Total assets, start of year
- $8,872,210
- Total assets, end of year
- $8,892,899
- Total liabilities, end of year
- $9,949,897
- Net assets, end of year
- -$1,056,998
- Land, buildings and equipment
- $5,626,488
- Publicly traded securities
- $2,749,210
- Net assets without donor restrictions
- -$1,056,998
- Gross receipts
- $1,276,333
- Employees
- 0
- Volunteers
- 30
- Year formed
- 1999
- 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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TIMOTHY CONROY | PRESIDENT Trustee or director, Officer | 1 | $0 | $305,512 | $50,245 |
| CAROL GROB | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DENNIS SAMPSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVE ARNOLD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAN HANSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BILL BRUINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIM KAKUL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended November 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TIMOTHY CONROY | PRESIDENT Trustee or director, Officer | 1 | $0 | $279,824 | $50,975 |
| CAROL GROB | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DENNIS SAMPSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVE ARNOLD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICH BLOOMBERG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAN HANSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KRISTI VATER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3111 PHEASANT BRANCH ROAD, MIDDLETON, WI 53562-1191
- In care of
- % PACIFIC RETIREMENT SERVICES INC
- Principal officer (990 for 2023)
- TIMOTHY CONROY, 3111 PHEASANT BRANCH ROAD, MIDDLETON, WI 53562
- Signed the 990
- TIMOTHY CONROY, PRESIDENT
- Phone
- (608) 836-7998
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
SENIOR HOUSING OF MIDDLETON, A NOT-FOR-PROFIT RETIREMENT COMMUNITY, PROVIDES A UNIQUE INDEPENDENT LIFESTYLE WITH VALUE AND AMENITIES IN A DESIRABLE NEIGHBORHOOD.
Program accomplishments
- PROVIDE AN INDEPENDENT SENIOR HOUSING COMMUNITY THAT OFFERS RESIDENCY, CARE, AND SERVICES AT THE COMMUNITY TO QUALIFIED PERSONS AGED FIFTY-FIVE (55) AND OLDER. THE COMMUNITY HAD A 97% OCCUPANCY RATE FOR 2023/2024.Expenses $1,084,151 · revenue $1,162,300
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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990 on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990 on file |
IRS record
- EIN
- 47-0825736
- 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
- 2000
- Accounting year ends
- November
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $8,892,899
- Income (IRS master file)
- $1,276,333
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | November 2024 | $1,225,261 | $1,310,617 | $8,892,899 | XML |
| 990 | November 2023 | $1,210,780 | $1,199,042 | $8,872,210 | XML |
| 990 | November 2022 | $1,164,382 | $1,115,720 | $8,670,770 | IRS |
| 990 | November 2021 | – | – | – | IRS |
| 990 | November 2020 | – | – | – | IRS |
| 990 | November 2018 | – | – | – | 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 47-0825736).
Questions about SENIOR HOUSING OF MIDDLETON
- What is the EIN of SENIOR HOUSING OF MIDDLETON?
- The employer identification number (EIN) of SENIOR HOUSING OF MIDDLETON is 47-0825736.
- Is SENIOR HOUSING OF MIDDLETON tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to SENIOR HOUSING OF MIDDLETON tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SENIOR HOUSING OF MIDDLETON 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 SENIOR HOUSING OF MIDDLETON due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SENIOR HOUSING OF MIDDLETON last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended November 2024.
- Who is the principal officer of SENIOR HOUSING OF MIDDLETON?
- The 990 for the year ended November 30, 2024 names TIMOTHY CONROY.
- Who are the officers and directors of SENIOR HOUSING OF MIDDLETON?
- The 990 for the year ended November 30, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does SENIOR HOUSING OF MIDDLETON have?
- On its 990 for the year ended November 30, 2024 it reported revenue of $1,225,261, expenses of $1,310,617 and total assets of $8,892,899 at year end.
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- ATTIC ANGEL ASSOCIATION EIN 39-0854841 · last filed 990 for 2025
- GILDAS CLUB MADISON WISCONSIN INC EIN 06-1662883 · last filed 990 for 2024
- EMNDE FOUNDATION EIN 41-3146660 · last filed 990-PF for 2025
- GIOS GARDEN INC EIN 27-1566020 · last filed 990 for 2024