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ASSISI HOMES - SAXONY INC

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Tax-exempt status may be revoked

ASSISI HOMES - SAXONY INC

EIN 39-1790498

What they do

ASSISI HOMES - SAXONY, INC. is A NONPROFIT ORGANIZATION FORMED MAY 23, 1994 IN ACCORDANCE WITH THE NOT-FOR-PROFIT STATUTES of THE STATE of WISCONSIN for THE PURPOSE of PROVIDING HOUSING and RELATED SERVICES for VERY LOW and LOW-INCOME ELDERLY and MOBILITY-IMPAIRED PERSONS IN KENOSHA, WISCONSIN, WITH HOUSING ASSISTANCE FROM and MORTGAGES INSURED BY THE U.S. DEPARTMENT of HOUSING and URBAN DEVELOPMENT.

Before you give

Should I give to this charity?

Easy charity check
Stop and check first

This record may have an IRS status problem. Do not give until you verify it.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkThere may be a problem with its nonprofit status. Check before giving.

Money report from 2015The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders10 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

257.54%of revenue went to mission work96.2% of expenses · Program services
$267.70spent for every $100 of revenueSpending was higher than revenue this year.
10.15%of revenue went to management and office costs3.8% of expenses
$3.93in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $101,245 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $180,697 for JOHN OLIVERIO (KEY EMPLOYEE). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2015

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$60,374
Mission workProgram services$155,489257.54% of revenue96.2% of expenses
ManagementOffice and general costs$6,13010.15% of revenue3.8% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Total expenses$161,619267.70% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Money in and money out

Revenue$60,374
Expenses$161,619
Annual shortfall $101,245 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$155,489 · 96.2% of expenses
Management and office costs$6,130 · 3.8% of expenses
See all reported dollar amounts
Revenue$60,374
Expenses$161,619
Assets$635,248
Income$60,374
Mission work (program services)$155,489
Management and general$6,130
Accounting fees$6,130
People

Leadership and board

Tax year 2015

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
JOHN OLIVERIOKEY EMPLOYEE · 1 hrs/week $180,697Base · Other $180,697
SUSAN DILLBERGCHAIR - DIRECTOR · 1 hrs/week $93,565Base · Other $93,565
SARAH HERZOGKEY EMPLOYEE · 1 hrs/week $71,802Base · Other $71,802
SHARI L KOEHLERVICE CHAIR/SECRETARY/TREASURER - DIRECTOR · 1 hrs/week $42,577Base · Other $42,577
JENNIFER TRUPPADIRECTOR · 1 hrs/week $34,743Base · Other $34,743
SUSAN KARRENBAUERPRESIDENT - DIRECTOR · 1 hrs/week $31,444Base · Other $31,444
JOHN W HOLTZASST SECRETARY/ASST TREASURER · 1 hrs/week $6,816Base · Other $6,816

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (10)

JOHN OLIVERIOKEY EMPLOYEE

SUSAN DILLBERGCHAIR - DIRECTOR

SARAH HERZOGKEY EMPLOYEE

SHARI L KOEHLERVICE CHAIR/SECRETARY/TREASURER - DIRECTOR

JENNIFER TRUPPADIRECTOR

SUSAN KARRENBAUERPRESIDENT - DIRECTOR

JOHN W HOLTZASST SECRETARY/ASST TREASURER

BARBARA FRANKEDIRECTOR

FRANCES FARMERDIRECTOR

JOHN WOZNICZKADIRECTOR

About this charity

Location
26W 171 ROOSEVELT ROAD, WHEATON, IL 60187
County
DuPage
In care of
SHARI L KOEHLER

How to reach them

Filing and classification

Latest tax year
2015
Tax period began
July 1, 2015
Tax preparer
DAUBY OCONNOR & ZALESKI LLC
Revocation date
November 15, 2019

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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