Nonprofit · EIN 39-1694275
H O L I E OF WEST ALLIS INC
Tax-exempt · MEQUON, WI 53092
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $401,041 | $366,207 | $34,834 | $627,223 | $2,387,078 | -$1,759,855 |
| June 30, 2024 | 990 | $375,081 | $342,395 | $32,686 | $595,549 | $2,390,238 | -$1,794,689 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $393,925
- Investment income
- $506
- Other revenue
- $6,610
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $21,250
- Depreciation
- $11,259
- Program services (functional)
- $215,294
- Management and general (functional)
- $150,913
Balance sheet and other
- Total assets, start of year
- $595,549
- Total assets, end of year
- $627,223
- Total liabilities, end of year
- $2,387,078
- Net assets, end of year
- -$1,759,855
- Land, buildings and equipment
- $277,858
- Net assets without donor restrictions
- -$1,759,855
- Gross receipts
- $401,041
- Employees
- 0
- Year formed
- 1991
- 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 June 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 | SECRETARY/TR Trustee or director, Officer | – | $0 |
| REV RICHARD PETERSEN | DIRECTOR Trustee or director | – | $0 |
| MR MIKE PLICKA | DIRECTOR Trustee or director | – | $0 |
| MR THOMAS F RAASCH | VICE PRES./D 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 June 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 INGRID HUEBNER | DIRECTOR Trustee or director | – | $0 |
| MR WAYNE LUNDE | SECRETARY/TR Trustee or director, Officer | – | $0 |
| REV RICHARD PETERSEN | DIRECTOR Trustee or director | – | $0 |
| MR MIKE PLICKA | DIRECTOR Trustee or director | – | $0 |
| MR THOMAS F RAASCH | VICE PRES./D 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
- % JOSEPH LEWANDOWSKI
- 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 LOW INCOME ELDERLY INDIVIDUALS.
Program accomplishments
- H.O.L.I.E. OF WEST ALLIS, INC. OAK WEST APARTMENTS CONSTRUCTED AND OPERATES A 50 UNIT RENTAL HOUSING PROJECT FOR LOW INCOME ELDERLY INDIVIDUALS.Expenses $215,294 · revenue $393,925
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1694275
- 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
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $627,223
- Income (IRS master file)
- $401,041
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $401,041 | $366,207 | $627,223 | XML |
| 990 | June 2024 | $375,081 | $342,395 | $595,549 | XML |
| 990 | June 2023 | $369,166 | $356,053 | $690,738 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 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 39-1694275).
Questions about H O L I E OF WEST ALLIS INC
- What is the EIN of H O L I E OF WEST ALLIS INC?
- The employer identification number (EIN) of H O L I E OF WEST ALLIS INC is 39-1694275.
- Is H O L I E OF WEST ALLIS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to H O L I E OF WEST ALLIS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does H O L I E OF WEST ALLIS 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 WEST ALLIS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did H O L I E OF WEST ALLIS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of H O L I E OF WEST ALLIS INC?
- The 990 for the year ended June 30, 2025 names REV FRED THOMAS-BREITFELD.
- Who are the officers and directors of H O L I E OF WEST ALLIS INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does H O L I E OF WEST ALLIS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $401,041, expenses of $366,207 and total assets of $627,223 at year end.
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