Villa Ciera Inc
Nonprofit profile at a glance
- EIN
- 311651154
- IRS 990 coverage
- 2010–2025
- Forms available
- Form 990 2025
- Location
- Fox Point, WI, USA
- Phone
- 4145882221
- Rating
- 78
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Senior Citizens' Housing/Retirement Communities
Reported finances
- Revenue
- $911,792
- Expenses
- $645,488
- Assets
- $3,397,701
- Liabilities
- $4,249,231
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- PHILIP SCHULTZ (PRESIDENT)
- KATIE GRAND (VICE PRESIDENT)
Highest reported compensation
- PHILIP SCHULTZ (PRESIDENT): $9,120 total reported compensation
- JOHN MCCARTY (SECRETARY/TREASURER): $6,080 total reported compensation
- KATIE GRAND (VICE PRESIDENT): $6,080 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Villa ciera, inc. Was formed on february 23, 1999 as a Wisconsin non-stock corporation under chapter 181 of the Wisconsin statutes. The organization was formed for the purpose of providing a 71-unit senior housing facility in kenosha, Wisconsin, with a mortgage insured by the u.s. Department of housing and urban development pursuant to section 221(d)(3)/223(a)(7) of the national housing act. The certificate of occupancy was issued on march 5, 2001.
What it reported doing in 2025
The organization provides a 71-unit senior housing facilityin kenosha, Wisconsin.
Operating model
- Revenue model
- Other-operating. 100% of the money available for current operations came from other operating revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 73
- Transparency & Controls: 90
- Accountability: 82
- Sustainability: 63
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 70.8%; rating input score 71
- Program expense ratio: 100%; rating input score 100
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 5 of 9 controls in place; rating input score 56
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 29.2%; rating input score 81; 81st percentile among comparable filings
- Total-asset coverage ratio: 5.26; rating input score 85; 85th percentile among comparable filings
- Liabilities to assets ratio: 1.25; rating input score 3; 3rd percentile among comparable filings
- Officer compensation ratio: Limited
Growth
- Program expense growth: -0.2% per year; rating input score 0; 15th percentile among comparable filings
- Revenue growth: 1.8% per year; rating input score 100; 19th percentile among comparable filings
- Asset growth: -2.1% per year; rating input score 0; 10th percentile among comparable filings
Details
- Where the money goes: 70.8% of revenue deployed · 100% of spending went to programs
- Governance: 4 of 4 board members independent · 5 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $645K in reported program spending
- Leadership: top reported pay $9K · 4 people listed
- Consistency: 23 of 23 current checks pass
- Schedules: 4 filed schedules
- Filing history: 16 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: 4 of 9 not reported.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 3/100.