2024-02-14T13:31:48-06:00 2023-06-30 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 401 MADISON WI 53713 990 2022-07-01 391441818 ALVERNO HOUSING CORPORATION ALVE 9206744330 N4637 COUNTY ROAD Y JEFFERSON WI 53549 TED BEHNCKE PRESIDENT 9206744330 2024-02-13 1 TED BEHNCKE 999009999 1 QUINN DUGAN P02267768 6082741980 2024-02-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TED BEHNCKE N4637 COUNTY ROAD Y JEFFERSON WI 53549 460628 0 X WWW.STCOLETTAWI.ORG X 1983 WI TO ACQUIRE AN INTEREST IN REAL PROPERTY & TO CONSTRUCT & OPERATE GROUP HOMES. 20 20 0 20 0 0 217178 0 239275 450454 1246 111 0 10063 457699 460628 0 0 0 0 0 0 0 0 0 323569 346437 323569 346437 134130 114191 851814 902496 424678 361169 427136 541327 INSPIRED BY THE FRANCISCAN VALUES OF COMPASSION, DIGNITY AND RESPECT, WE SUPPORT PERSONS WITH DEVELOPMENTAL AND OTHER CHALLENGES TO ACHIEVE THEIR HIGHEST QUALITY OF LIFE, PERSONAL GROWTH AND SPIRITUAL AWARENESS. 0 0 217596 0 450454 ALVERNO HOUSING CORPORATION WAS ORGANIZED IN 1983 AS A NONPROFIT CORPORATION TO ACQUIRE AN INTEREST IN REAL PROPERTY AND TO CONSTRUCT AND OPERATE GROUP HOMES LOCATED IN JEFFERSON, WISCONSIN. THE PROJECT CONSISTS OF 12 UNITS IN ONE APARTMENT BUILDING AND THREE GROUP HOMES CONSISTING OF 18 UNITS DESIGNED TO PROVIDE DEVELOPMENTALLY DISABLED PERSONS WITH RENT-ASSISTED HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS. 217596 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X JENNIFER STOLLENWERK 9206744330 N4637 COUNTY ROAD Y JEFFERSON WI 53549 DUANE MCALLISTER CHAIR 1.00 3.00 X X 0 0 0 DR CONSTANTINE STAMATELAKYS CO CHAIR 1.00 3.00 X X 0 0 0 CHRIS NASH CO CHAIR 1.00 3.00 X X 0 0 0 BRIAN LANSER VICE CHAIR 1.00 3.00 X X 0 0 0 MARY BRUEGGMAN DIRECTOR 1.00 3.00 X 0 0 0 GRACIELA CHELA COLIN-DEALCA DIRECTOR 1.00 3.00 X 0 0 0 LEE DAVIS DIRECTOR (THRU JULY 2022) 1.00 3.00 X 0 0 0 JOSEPH CHIP DOERING III DIRECTOR 1.00 3.00 X 0 0 0 JACOB GIBSON DIRECTOR 1.00 3.00 X 0 0 0 CHRIS JAUCH DIRECTOR 1.00 3.00 X 0 0 0 DR NORAH JOHNSON DIRECTOR 1.00 3.00 X 0 0 0 KELLI JONES DIRECTOR 1.00 3.00 X 0 0 0 ROBERT KERN DIRECTOR 1.00 3.00 X 0 0 0 SISTER JULIANNE KOCH OSF DIRECTOR 1.00 3.00 X 0 0 0 CHRIS MCDERMOTT DIRECTOR 1.00 3.00 X 0 0 0 MARLA MICHAELIS DIRECTOR 1.00 3.00 X 0 0 0 KAREN ODWAY DIRECTOR 1.00 3.00 X 0 0 0 T ROWAND ROBINSON DIRECTOR 1.00 3.00 X 0 0 0 SISTER CHARLOTTE ROOT OSF DIRECTOR 1.00 3.00 X 0 0 0 ROBERT ROSS DIRECTOR 1.00 3.00 X 0 0 0 SISTER JOANNE SCHATZLEIN OSF DIRECTOR 1.00 3.00 X 0 0 0 TED BEHNCKE PRESIDENT 1.00 42.00 X 0 223147 1131 JAIME STEFFEN CONTROLLER (THRU JAN. 2023) 1.00 42.00 X 0 127830 14195 JENNIFER STOLLENWERK CONTROLLER 1.00 42.00 X 0 56186 995 0 407163 16321 0 0 1 0 0 RENT REVENUE 531110 450454 450454 450454 111 111 10063 10063 10063 460628 450454 0 10174 59850 44734 15116 13235 13235 7461 7461 12565 8364 4201 89221 89221 17730 17730 16377 16377 32043 32043 6473 6473 ADMINISTRATIVE RENT-FRE 88828 88828 2654 2654 346437 217596 128841 0 56372 86235 1649731 1130602 530955 519129 264487 297132 851814 902496 17183 8156 371904 349300 35591 3713 424678 361169 X 427136 541327 427136 541327 851814 902496 114191 0 X 0 1 X 1 1 1 X 188274 195803 211432 217178 812687 150699 188791 179085 239275 450454 1208304 338973 384594 390517 456453 450454 2020991 0 274378 274378 274378 274378 1746613 70 94 35 1246 111 1556 70 94 35 1246 111 1556 1 10063 10064 339043 384689 390552 457699 460628 2032611 0.85930 0.99920 0.00080 0.00080 X 92000 92000 1428940 1005716 423224 90472 87669 2803 38319 37217 1102 519129 RESERVE FOR REPLACEMENTS 76994 RESIDUAL RECEIPTS RESERVE 113192 OTHER ASSETS 30229 TENANT DEPOSITS 6007 DUE TO/FROM 14370 DUE TO/FROM RELATED PARTIES 56340 297132 TENANT SECURITY DEPOSITS 3713 3713 X PART X, LINE 2: THE ORGANIZATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 0 0 0 0 0 0 0 0 0 TED BEHNCKE PRESIDENT 0 176527 0 30000 0 16620 0 0 0 1131 0 224278 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY DOES NOT RECEIVE A COPY OF THE FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, OFFICER OR KEY EMPLOYEE WHO HAS AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF FOR AUTHORIZATION, APPROVAL OR RATIFICATION SHALL MAKE A PROMPT AND FULL DISCLOSURE OF HIS OR HER INTEREST TO THE BOARD OR COMMITTEE PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION. SUCH DISCLOSURE SHALL INCLUDE ANY RELEVANT AND MATERIAL FACTS KNOWN TO SUCH PERSON ABOUT THE CONTRACT OR TRANSACTION THAT MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE TO THE CORPORATION'S INTEREST. THE BOARD OR COMMITTEE TO WHICH SUCH DISCLOSURE IS MADE SHALL DETERMINE, BY MAJORITY VOTE, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, SUCH PERSON SHALL NOT VOTE ON, NOR USE HIS/HER PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. SUCH A PERSON SHALL NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT ANY MEETING WHERE THE CONTRACT OR TRANSACTION IS UNDER DISCUSSION OR BEING VOTED UPON. THE BOARD, PRIOR TO VOTING ON THE CONTRACT OR TRANSACTION, SHALL MAKE AN AFFIRMATIVE FINDING THAT THE CONTRACT OR TRANSACTION, IF APPROVED, WOULD BE FAIR AND EQUITABLE. THE MINUTES OF THE MEETING SHALL REFLECT THE GOOD FAITH DISCLOSURE, THE FACTS DISCLOSED, WHETHER A QUORUM WAS PRESENT WITHOUT THE INTERESTED DIRECTOR'S PARTICIPATION, AND THE ABSTENTION FROM VOTING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ST COLETTA OF WISCONSIN INC N4637 COUNTY ROAD Y JEFFERSON WI 53549 390816855 SUPPORT PERSONS WITH DEVELOPMENTAL AND OTHER CHALLENGES WI 501(C)(3) LINE 10 N/A 0 TAU CROSSING HOUSING CORPORATION N4637 COUNTY ROAD Y JEFFERSON WI 53549 753093067 HOUSING FOR DEVELOPMENTALLY DISABLED INDIVIDUALS WI 501(C)(3) LINE 12B, II ST COLETTA OF WISCONSIN INC 0 TAU CROSSING HOUSING CORPORATION II N4637 COUNTY ROAD Y JEFFERSON WI 53549 200614159 HOUSING FOR DEVELOPMENTALLY DISABLED INDIVIDUALS WI 501(C)(3) LINE 12B, II ST COLETTA OF WISCONSIN INC 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0