Fill Out a Valid Wisconsin Pr 230 Template Edit Form Online

Fill Out a Valid Wisconsin Pr 230 Template

The Wisconsin Pr 230 form is a crucial document for property owners seeking a tax exemption for their property in Wisconsin. This form must be completed and submitted to the local assessor by March 1 of the assessment year to ensure eligibility. Properly filling out this form is essential, as incomplete submissions may lead to denial of the exemption.

To begin the process of securing your property tax exemption, please fill out the Wisconsin Pr 230 form by clicking the button below.

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The Wisconsin Pr 230 form is a critical document for property owners seeking tax exemptions on their properties. This form must be submitted to the local assessor by March 1 for the current assessment year, ensuring compliance with state law. It serves as a formal request for exemption and requires detailed information about the applicant, the property in question, and the specific use of that property. Applicants must provide their organization’s mission and the services offered, as well as the beneficiaries of those services. The form also mandates the disclosure of any fees charged, revenue generated, and the extent of any free or reduced-rate services provided. Furthermore, it requires comprehensive details about the property itself, including its estimated market value, ownership history, and current usage. This information is essential for the assessor to determine whether the property qualifies for exemption under Wisconsin statutes. Failure to complete the form accurately and thoroughly can result in denial of the exemption, making it imperative for applicants to pay close attention to each section and provide all necessary documentation.

Listed Questions and Answers

  1. What is the purpose of the Wisconsin Pr 230 form?

    The Wisconsin Pr 230 form is a request for property tax exemption. Property owners who wish to exempt their property from taxation for the current assessment year must complete this form. It must be filed with the local assessor by March 1 to be eligible for the exemption.

  2. Who needs to file this form?

    Any property owner seeking an exemption from property taxes must file this form. This includes individuals, corporations, and nonprofit organizations. If the property is owned by an organization, details about the organization, its purpose, and how it uses the property must be provided.

  3. What information is required on the form?

    The form requires detailed information about the applicant, the property, and how the property is used. This includes the applicant's name, contact details, the purpose of the organization, and specifics about the property itself, such as its address and estimated market value. Additionally, information about any tenants or other occupants of the property must be included.

  4. What happens if the form is not completed correctly?

    If the form is not completed in its entirety, it may lead to a denial of the exemption request. It is essential to provide all required information and any necessary attachments to avoid complications.

  5. Are there any deadlines for filing the form?

    Yes, the completed form and any attachments must be submitted to the local assessor by March 1. This deadline is crucial for the exemption to apply for the current assessment year.

  6. What kind of attachments are needed?

    Attachments may include proof of nonprofit status, organizational documents, financial statements, and any other relevant information that supports the exemption request. Specific documents are listed in the form itself, and including them can help clarify the eligibility for exemption.

  7. Can additional information be provided if needed?

    Yes, if more space is required for any questions on the form, applicants can use the “Additional Information” box on page 4 or attach extra sheets. Providing comprehensive information can strengthen the case for exemption.

Key takeaways

Filling out the Wisconsin PR 230 form is an essential step for property owners seeking a tax exemption. Here are key takeaways to ensure a smooth process:

  • Deadline Awareness: Submit the completed form by March 1 to qualify for the current assessment year.
  • Complete Information: Fill out all sections of the form thoroughly. Incomplete forms may lead to denial of the exemption.
  • Attachments Required: Include necessary documentation, such as proof of non-profit status and property surveys, to support your application.
  • Understand Eligibility: Familiarize yourself with the specific statutory references that justify the property’s exemption status.
  • Detailed Descriptions: Clearly explain how the property is used and why it qualifies for exemption. This includes detailing services provided and beneficiaries.
  • Tenant Information: If applicable, identify all tenants or occupants of the property and describe their use and any fees paid.
  • Financial Transparency: Be prepared to disclose revenue sources, including donations and any fees charged for services.
  • Affidavit Requirement: The form must be signed under penalty of perjury, confirming that all information provided is accurate and truthful.

By adhering to these guidelines, applicants can enhance their chances of successfully obtaining a property tax exemption in Wisconsin.

Document Overview

Fact Name Description
Purpose of Form The Wisconsin PR-230 form is used to request property tax exemption for properties owned by eligible organizations, ensuring compliance with state law.
Filing Deadline To qualify for the current assessment year, the completed form must be filed with the local assessor by March 1.
Governing Law This form is governed by Section 70.11 of the Wisconsin Statutes, which outlines the criteria for property tax exemptions.
Required Attachments Applicants must include various documents, such as proof of non-profit status and property deeds, to support their exemption request.
Consequences of Incompletion Failure to complete the form fully may lead to the denial of the exemption request, emphasizing the importance of thoroughness.
Additional Information Applicants can provide extra details in the “Additional Information” box or by attaching additional sheets if necessary.
Statutory References Applicants must identify the specific statutory references that justify their request for exemption, demonstrating compliance with legal requirements.

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Misconceptions

  • Misconception 1: The Wisconsin Pr 230 form can be submitted at any time during the year.
  • This is incorrect. The form must be filed by March 1 to be eligible for the current assessment year. Late submissions may result in denial of the exemption.

  • Misconception 2: Only non-profit organizations can apply for property tax exemption using the Pr 230 form.
  • While many applicants are non-profits, other entities, such as certain educational or religious organizations, may also qualify. The key is meeting specific statutory requirements.

  • Misconception 3: Completing the Pr 230 form guarantees a property tax exemption.
  • Submission of the form does not guarantee exemption. The assessor evaluates the application based on provided information and statutory criteria.

  • Misconception 4: The Pr 230 form requires no supporting documentation.
  • This is false. Applicants must attach various documents, such as proof of non-profit status and financial records, to support their claims for exemption.

  • Misconception 5: The applicant does not need to explain how the property is used.
  • In fact, applicants must provide a detailed explanation of how the property is used and why it qualifies for exemption. This is critical for the assessment process.

  • Misconception 6: Only the property owner can file the Pr 230 form.
  • While the owner typically files the form, authorized representatives or agents can also submit it on behalf of the owner, provided they have the necessary authority.

  • Misconception 7: There is no need to update the Pr 230 form once submitted.
  • Changes in property use or ownership must be reported. If the property’s status changes, a new form may be required to maintain the exemption.

  • Misconception 8: The Pr 230 form is the only requirement for property tax exemption.
  • In addition to the form, applicants must meet specific criteria outlined in Wisconsin statutes and may need to provide additional information as requested by the assessor.

  • Misconception 9: If an exemption was granted in the past, it will automatically continue.
  • This is misleading. Each year, property owners must reapply for exemption if there are changes in use, ownership, or if the property was not exempt the previous year.

Form Sample

STATE OF WISCONSIN

PROPERTY TAX EXEMPTION REQUEST

State law requires owners seeking exemption of a property for the current assessment year to file this form along with any necessary

attachments. Failure to complete this form in its entirety may result in denial of exemption. The completed form and attachments must be filed with the assessor in the taxation district where the property is located by March 1 to be eligible for the current assessment year. See sec. 70.11, Wis. Stats., and the Wisconsin Property Assessment Manual for additional property tax exemption information. If more space is needed for any questions, use the “Additional Information” box on page 4 or attach additional sheets.

SECTION 1 – APPLICANT INFORMATION

1. Applicant Name

Date

/ /

2. Applicant is

Sole proprietorship

WI Chapter 181 corporation

WI unincorporated nonprofit association

 

Other (please explain):

 

 

3.Contact person: Address:

Telephone number(s): Email:

Relationship to applicant:

4.Registered agent: Address:

Telephone number(s): Email:

5.Mailing address and phone number of Applicant if different than Contact Person:

6.Identify each organizational officer, the officer’s address, the telephone number and the position held within the requesting organization.

7a. Please identify the use of the property:

 

Rehabilitation

Fraternity

Agricultural Fair

Library

Military

Hospital

YMCA/YWCA

Fire Company

Bible Camp

Memorial

Cemetery

Lions Camp

Art Gallery

Charity

Farmer’s Temple

Archaeological Site

Disability Camps

Labor Temple

Held for Public Interest

Housing

Radio Station

Medical Research

Industrial Development Agencies

Waste Treatment

Youth Hockey

Theater

Sports/Entertainment

Humane Society

Youth Baseball Association

Benevolent

Mental/Physical Disabled Camp

Railroad Historic Society

Dependent & Development Disability

Local Exposition

Historic/Architectural

Professional Sport/Entertainment Stadium

Educational

Religious

Other (please explain in the “Additional

Women’s Club

Historical Society

information” box on page 4)

 

7b. Identify the precise statutory reference and language supporting the exemption.

8.

State the organization’s purpose, mission, and primary goal:

 

 

 

 

 

 

 

 

9.

Describe the services provided by the organization:

 

 

 

 

 

 

 

 

10.

List the primary beneficiaries of the services:

 

 

 

 

 

 

 

 

11.

Is there a fee charged, or revenue earned, for services provided?

Yes

No

N/A

 

If Yes, what is the amount of the fee charged or revenue earned?

 

 

 

12.Do you provide any free service? If Yes, explain:

Yes

No

N/A

13. What percent of recipients receive free service (on an annual basis

N/A

 

%

14.Do you provide service to anyone at below market or reduced rates?   Yes  No   N/A

If Yes, explain:

PR-230 (R. 10-20)

Wisconsin Department of Revenue

15.

What percentage of annual recipients receive services at below or reduced rates?

 

N/A

 

 

 

 

%

 

 

 

 

 

 

 

 

 

 

 

16.

Are you under any obligation to provide services to those who cannot pay?

 

 

Yes

 

No

N/A

 

If Yes, explain:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

17.

Does Applicant receive any subsidies, grants, or low or no interest loans to operate or otherwise

Yes

 

No

N/A

 

provide its services? If Yes, identify sources and amounts and how monies are applied or used.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

18.

How much of Applicant’s annual gross income or revenue is derived from donations?

$

 

 

 

 

 

 

 

What percentage is that of Applicant’s total annual income or revenue?

 

N/A

 

 

 

 

%

 

 

 

 

 

 

 

 

 

 

 

SECTION 2 – SUBJECT PROPERTY INFORMATION

*

 

N/A

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

* If N/A, explain in the “Additional information” box on page 4 of this form.

 

 

 

 

 

 

 

 

19.

Property for which exemption is being applied (“Subject Property”):

 

 

 

 

 

 

 

 

 

 

Address:

 

 

 

 

 

 

 

 

 

 

Tax parcel number:

Number of acres:

 

 

 

 

 

 

 

 

 

Legal description:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

20.

Estimated fair market value of Subject Property:

 

$

 

 

 

 

 

 

 

If based on an independent appraisal, identify the appraiser and the purpose of the appraisal below.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Appraiser:

 

 

as of

/

/

 

 

 

Purpose of Appraisal:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

21.

Owner of Subject Property:

 

 

 

 

 

 

 

 

 

 

If Owner is different from Applicant, explain and identify the relationship between Applicant and Owner.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

22.

Date Owner acquired Subject Property:

 

 

 

 

 

/

/

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

23.

Person or entity from whom Owner acquired Subject Property:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

24.

Date Owner first began using and occupying Subject Property:

 

 

 

 

 

/

/

 

 

 

 

 

 

 

 

 

 

 

 

 

25.

Date Applicant first began using and occupying the Subject Property:

 

 

 

 

/

/

 

 

 

 

 

 

 

 

 

 

 

 

 

26.

Explain precisely how Applicant actually uses the Subject Property:

 

 

 

 

 

 

 

 

 

 

 

 

 

27.

Explain in detail why Applicant feels the Subject Property qualifies for property tax exemption. Finally, describe precisely how

 

applicant and the Subject Property fit within that statutory language.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SECTION 3 – TENANT INFORMATION

 

 

N/A

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

28.

Identify all persons and entities other than Owner who have the right to use and occupy any part of the Subject Property.

 

Include all tenants, licensees, and concessionaires of the Subject Property. Use the space provided on page 4 or attach

 

additional pages as necessary. For each, include:

 

 

 

 

 

 

 

 

 

 

a. Name of tenant or occupant.

 

 

 

 

 

 

 

 

 

 

b. Their mailing address and phone number.

 

 

 

 

 

 

 

 

 

 

c. Their interest in the Subject Property.

 

 

 

 

 

 

 

 

 

 

d. A precise and detailed explanation of how they actually use the Subject Property.

 

 

 

 

 

 

 

 

 

e. The date from which they began occupancy of the Subject Property.

 

 

 

 

 

 

 

 

 

f. The monthly rate or fee they pay to use or occupy the Subject Property.

 

 

 

 

 

 

 

 

 

g. An explanation of how rent or other fees they pay to use and occupy the Subject Property are used and applied.

 

 

 

h. The portion of the Subject Property they use or occupy.

 

 

 

 

 

 

 

 

 

 

Indicate number of users other than owner, if there are no other users, enter “None”. Number of other users:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

29.

Identify the percentage of the Subject Property that is used or occupied by persons other than owner.

 

 

 

 

%

 

 

 

 

 

 

 

 

 

 

 

30.

Was the subject Property used in an unrelated trade or business for which the Owner was

Yes

 

No

 

 

 

subject to taxation under section 511 to 515 of the Internal Revenue Code? If Yes, explain:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PR-230 (R. 10-20)

2

Wisconsin Department of Revenue

SECTION 4 – ATTACHMENTS

31.ATTACH COPIES OF THE FOLLOWING DOCUMENTS:

A.Documents regarding applicant, owner, tenant(s), or occupant(s) of the Subject Property (where applicable):

1.Proof of non-profit status (e.g. Determination Letter under I.R.C. 501(c)(3)).

2.Partnership Agreement, Association Documents, Articles of Incorporation, Charter and By-laws, including any amendments thereto.

3.Latest annual report filed with State Department of Financial Institutions.

4.Curriculum of educational courses offered.

5.Part II of Form 1023 (Application for Recognition of Exemption) filed with the Internal Revenue Service.

6.Form 990 (Return of Organization Exempt from Income Tax).

7.Form 990T (Exempt Organization Business Income Tax Return).

8.Ordination papers for the occupants if the Subject Property is to be considered eligible as housing for pastors and their ordained assistants, members of religious order and communities, or ordained teachers.

9.Leases and subleases affecting the Subject Property or any part thereof, including all amendments thereto.

10.Concessionaire agreements, license agreements, and other documents regarding the use of occupancy of the Subject Property or any part thereof, including all amendments thereto.

11.Covenants, restrictions, rules and regulations (recorded or unrecorded), and all amendments thereto, affecting use or occupancy of the Subject Property or title thereto and all amendments thereto.

12.Mortgages (recorded or unrecorded) affecting the Subject Property.

13.Copy of the documents listed in 1 through 12 above as the same relate to any tenant or occupant of the property.

14.Any other information that would aid in determining exempt status.

B.Documents regarding the Subject Property:

1.Survey of the Subject Property. This includes certified survey maps and subdivision maps and plats.

2.An Appraisal of the Subject Property.

3.Deeds or instruments of conveyance by which organization acquired interest in the Subject Property.

4.Any other information that would aid in determining exempt status.

SECTION 5 – AFFIDAVIT

Under penalties of perjury, I, on behalf of the above-named organization/Applicant, hereby certify that I am authorized to sign and submit this application, and that the information and documents submitted herewith are true and correct to the best of my knowledge and belief.

Title

Signature

Telephone

Date

( )

Name (printed)

STATE OF WISCONSIN

COUNTY OF:

Subscribed and sworn to before me this

 

day of

,

 

 

 

 

 

 

 

 

Notary Public

 

 

 

 

(Seal)

My Commission expires on

 

 

 

 

 

 

 

 

 

 

PR-230 (R. 10-20)

3

Wisconsin Department of Revenue

Note: The following text is an excerpt from Stat., Sec. 70.11. Refer to current Wisconsin Statutes for the complete language or sections applicable to the exemption of property from taxation.

70.11Property exempted from taxation. The property described in this section is exempted from general property taxes if the property is exempt under sub. (1), (2), (18), (21), (27) or (30); if it was exempt for the previous year and its use, occupancy or ownership did not change in a way that makes it taxable; if the property was taxable for the previous year, the use, occupancy or ownership of the property changed in a way that makes it exempt and its owner, on or before March 1, files with the assessor of the taxation district where the property is located a form that the department of revenue prescribes or if the property did not exist in the previous year and its owner, on or before March 1, files with the assessor of the taxation district where the property is located a form that the department of revenue prescribes. Except as provided in subs. (3m)(c), (4)(b), (4a) (f), and (4d), leasing a part of the property described in this section does not render it taxable if the lessor uses all of the leasehold income for maintenance of the leased property, construction debt retirement of the leased property or both and if the lessee would be exempt from taxation under this chapter if it owned the property. Any lessor who claims that leased property is exempt from taxation under this chapter shall, upon request by the tax assessor, provide records relating to the lessor’s use of the income from the leased property.

Additional information:

PR-230 (R. 10-20)

4

Wisconsin Department of Revenue