Nonprofit · EIN 91-1859494
MIDDLETON GLEN INC
Tax-exempt · MIDDLETON, WI 53562
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990 | $1,429,648 | $1,661,375 | -$231,727 | $12,035,093 | $13,263,934 | -$1,228,841 |
| November 30, 2023 | 990 | $1,493,169 | $1,520,457 | -$27,288 | $11,394,601 | $12,816,698 | -$1,422,097 |
Financial details: 990 for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $5,000
- Program service revenue
- $1,452,621
- Investment income
- -$27,973
- Net gain from sales of assets
- -$184,664
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $370,769
- Salaries, compensation and benefits (total)
- $466,804
- Professional fundraising fees
- $0
- Legal fees
- $8,817
- Accounting fees
- $9,545
- Occupancy
- $89,883
- Travel
- $2,396
- Depreciation
- $465,803
- Program services (functional)
- $1,373,988
- Management and general (functional)
- $287,387
Balance sheet and other
- Total assets, start of year
- $11,394,601
- Total assets, end of year
- $12,035,093
- Total liabilities, end of year
- $13,263,934
- Net assets, end of year
- -$1,228,841
- Land, buildings and equipment
- $6,049,434
- Publicly traded securities
- $4,917,683
- Net assets without donor restrictions
- -$1,228,841
- Gross receipts
- $1,614,312
- Employees
- 0
- Volunteers
- 30
- 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 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 |
| DENNIS SAMPSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHANNA DEKEYSER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BARBARA LORMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CAROL GROB | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIM KAUKL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| INGOLF WALLOW | 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 |
| DENNIS SAMPSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHANNA DEKEYSER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANN BLISS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CAROL GROB | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIM KAUKL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| INGOLF WALLOW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6720 CENTURY AVENUE, MIDDLETON, WI 53562-1781
- In care of
- % PACIFIC RETIREMENT SERVICES INC
- Principal officer (990 for 2023)
- TIMOTHY CONROY, 6720 CENTURY AVENUE, MIDDLETON, WI 53562
- Signed the 990
- TIMOTHY CONROY, PRESIDENT
- Phone
- (608) 836-7998
- Website
- WWW.MIDDLETONGLEN.COM
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
MIDDLETON GLEN, A NOT-FOR-PROFIT RETIREMENT COMMUNITY, PROVIDES A UNIQUE INDEPENDENT LIFESTYLE WITH VALUE AND AMENITIES IN A DESIRABLE NEIGHBORHOOD.
Program accomplishments
- MIDDLETON GLEN IS AN INDEPENDENT SENIOR HOUSING COMMUNITY THAT OFFERS RESIDENCY, CARE, AND SERVICES AT THE COMMUNITY TO QUALIFIED PERSONS AGE FIFTY-FIVE (55) AND OLDER. THE COMMUNITY HAD A 97% OCCUPANCY RATE FOR 2023/2024.Expenses $1,373,988 · revenue $1,452,621
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
- 91-1859494
- 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
- 1998
- Accounting year ends
- November
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22Z)
- Assets (IRS master file)
- $12,035,093
- Income (IRS master file)
- $1,614,312
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | November 2024 | $1,429,648 | $1,661,375 | $12,035,093 | XML |
| 990 | November 2023 | $1,493,169 | $1,520,457 | $11,394,601 | XML |
| 990 | November 2022 | $1,490,868 | $1,386,319 | $10,889,759 | 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 91-1859494).
Questions about MIDDLETON GLEN INC
- What is the EIN of MIDDLETON GLEN INC?
- The employer identification number (EIN) of MIDDLETON GLEN INC is 91-1859494.
- Is MIDDLETON GLEN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to MIDDLETON GLEN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MIDDLETON GLEN 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 MIDDLETON GLEN INC 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 MIDDLETON GLEN INC 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 MIDDLETON GLEN INC?
- The 990 for the year ended November 30, 2024 names TIMOTHY CONROY.
- Who are the officers and directors of MIDDLETON GLEN INC?
- The 990 for the year ended November 30, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does MIDDLETON GLEN INC have?
- On its 990 for the year ended November 30, 2024 it reported revenue of $1,429,648, expenses of $1,661,375 and total assets of $12,035,093 at year end.
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All nonprofits in MIDDLETON · Wisconsin · Housing and shelter