Civic Intelligence

West Wind Village

EIN 23-7625632 • 501(c)3 • Morris, MN

Profile

We are committed to express christ's message of love and hope by providing for health, residential, community, and allied services in a holistic, competent, and caring manner that recognizes the value and dignity in every human life. St francis health services controls and operates west wind village and is sponsored by the catholic diocese of st cloud. We are dedicated to promoting the ethical and religious directive for catholic health care services.

1001 Scotts AvenueMorris, MN 56267

www.sfhs.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

0.98x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

1.58x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

32nd percentile

-1.3%

Higher net margin than 32% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$351,847

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

17th percentile

-5.2%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-3.1%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$15,651,405

Up $486,618 (+3.2%) from 2022

Liabilities

Up

$15,292,680

Up $1,418,174 (+10%) from 2022

Net Assets

Down

$358,725

Down $931,556 (-72%) from 2022

Revenue

Down

$9,700,375

Down $23,328 (-0.2%) from 2022

Expenses

Down

$9,822,260

Down $1,642,459 (-14%) from 2022

Net Income

Up

-$121,885

Up $1,619,131 (+93%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0-$5.0MAssets 2010: $4,545,478Liabilities 2010: $2,437,626Net Assets 2010: $2,107,8522010Assets 2011: $5,651,897Liabilities 2011: $4,732,911Net Assets 2011: $918,9862011Assets 2012: $4,336,122Liabilities 2012: $3,431,785Net Assets 2012: $904,3372012Assets 2013: $5,244,453Liabilities 2013: $4,677,666Net Assets 2013: $566,7872013Assets 2014: $5,643,987Liabilities 2014: $5,852,199Net Assets 2014: -$208,2122014Assets 2015: $9,461,438Liabilities 2015: $9,609,754Net Assets 2015: -$148,3162015Assets 2016: $9,721,781Liabilities 2016: $9,997,841Net Assets 2016: -$276,0602016Assets 2017: $9,764,858Liabilities 2017: $10,188,068Net Assets 2017: -$423,2102017Assets 2019: $9,304,110Liabilities 2019: $9,912,643Net Assets 2019: -$608,5332019Assets 2020: $9,143,705Liabilities 2020: $9,727,337Net Assets 2020: -$583,6322020Assets 2021: $16,177,144Liabilities 2021: $13,107,848Net Assets 2021: $3,069,2962021Assets 2022: $15,164,787Liabilities 2022: $13,874,506Net Assets 2022: $1,290,2812022Assets 2024: $15,651,405Liabilities 2024: $15,292,680Net Assets 2024: $358,7252024

Highlighted filing

2024

Assets$15,651,405
Liabilities$15,292,680
Net Assets$358,725

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,756,4612010Expenses 2011: $5,599,1912011Expenses 2012: $5,756,2962012Expenses 2013: $5,918,0682013Revenue 2014: $5,835,011Expenses 2014: $5,910,010Net Income 2014: -$74,9992014Revenue 2015: $6,572,486Expenses 2015: $6,512,590Net Income 2015: $59,8962015Revenue 2016: $7,492,933Expenses 2016: $7,620,677Net Income 2016: -$127,7442016Revenue 2017: $8,214,658Expenses 2017: $8,161,808Net Income 2017: $52,8502017Revenue 2019: $10,100,933Expenses 2019: $10,604,947Net Income 2019: -$504,0142019Revenue 2020: $10,207,568Expenses 2020: $9,926,235Net Income 2020: $281,3332020Revenue 2021: $11,001,478Expenses 2021: $10,736,329Net Income 2021: $265,1492021Revenue 2022: $9,723,703Expenses 2022: $11,464,719Net Income 2022: -$1,741,0162022Revenue 2024: $9,700,375Expenses 2024: $9,822,260Net Income 2024: -$121,8852024

Highlighted filing

2024

Revenue$9,700,375
Expenses$9,822,260
Net Income-$121,885

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$15.3$0.36$9.70$9.82$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$13.9$1.29$9.72$11.5$1.74
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$13.1$3.07$11.0$10.7$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.14$9.73$0.58$10.2$9.93$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.30$9.91$0.61$10.1$10.6$0.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.76$10.2$0.42$8.21$8.16$0.05
2016Detailed filing. Detailed filing data is available for this year.$9.72$10.00$0.28$7.49$7.62$0.13
2015Detailed filing. Detailed filing data is available for this year.$9.46$9.61$0.15$6.57$6.51$0.06
2014Detailed filing. Detailed filing data is available for this year.$5.64$5.85$0.21$5.84$5.91$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$4.68$0.57$5.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$3.43$0.90$5.76
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.65$4.73$0.92$5.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.55$2.44$2.11$5.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
May 8, 2024
Return Version
2023v6.0
Gross Receipts
$9,729,950
Mission and Program Overview

Mission

We are committed to express christ's message of love and hope by providing for health, residential, community, and allied services in a holistic, competent, and caring manner that recognizes the value and dignity in every human life. St francis health services controls and operates west wind village and is sponsored by the catholic diocese of st cloud. We are dedicated to promoting the ethical and religious directive for catholic health care services.

We are committed to expressing christ's love by providing care that values every human life. St francis health services controls and operates morris health services and is sponsored by the catholic diocese of st cloud. We are dedicated to promoting the ethical and religious directive for catholic health care services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$14,418,775$13,611,079▼ $807,696
Accounts Receivable$1,861,620$1,041,174▼ $820,446
Cash and Non-Interest-Bearing Accounts$183,459$879,195▲ $695,736
Prepaid Expenses and Deferred Charges$48,992$119,957▲ $70,965
Total Assets$16,512,846$15,651,405▼ $861,441
Liabilities
Other Liabilities$13,063,527$12,671,743▼ $391,784
Tax Exempt Bond Liabilities$1,941,034$1,768,650▼ $172,384
Accounts Payable and Accrued Expenses$895,833$731,575▼ $164,258
Escrow Account Liability$104,995$120,712▲ $15,717
Total Liabilities$16,005,389$15,292,680▼ $712,709
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$507,457$358,725▼ $148,732
Total Net Assets Fund Balance$507,457$358,725▼ $148,732
Total Liabilities and Net Assets / Fund Balance$16,512,846$15,651,405▼ $861,441

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,264,182$9,076,110$21,340,292
Equipment$303,089$1,322,905$1,625,994
Other Land Buildings$763,936$286,103$1,050,039
Land$279,872-$279,872
Compensation and Service Providers

Employees

NameTitleOtherTotal
Mari B ChambersVP of Financ$208,661$208,661
Chester FishelNh Administr$207,903$207,903
Dawn BjorgeDirector of$193,955$193,955
Sheri PriebeAdministrato$188,881$188,881

Board Members and Trustees

NameTitle
Jennifer Ann GoodnoughChair
Patrick NelsonVice Chair
Daniel DrippsDirector
Doug EhlersDirector
Father Todd SchneiderDirector
Gary MiesslerDirector
Jennifer Jeanne SealesDirector
Joan ReicoskyDirector
John LuetmerDirector
Laura RentzDirector
Paul RentzDirector
Timothy GrammDirector
Dawn BjorgeDirector of Qa Pcs
Christine M BakkeRegional Director
Geoffrey RyanRegional Director
Sheri PriebeAdministrator - Tlhs
Carol RawCEO
Gerald PizingerCEO - Tlhs
Chester FishelNh Administrator
Lorraine WieseSecr. / Tres
Curtis BachVP of Financ
Mari B ChambersVP of Finance/CFO
Camilla Peterson-devriesVP of Ss

Highest Paid Contractors

ContractorServicesLocationCompensation
Big Stone TherapiesTherapy309 WASHINGTON AVE, Ortonville, MN 56278$713,887
St Francis Health ServicesParent Co Servi801 NEVADA AVE, Morris, MN 56267$676,740
Marcus ConstructionConst Contract2580 HWY 12 E, Willmar, MN 56201$338,240
Prairie Design StudioConst Contract5302 51ST AVE SOUTH SUITE D, Fargo, ND 58104$305,545
Ellingson Plumbing & HeatingCons Contractor2510 S BROADWAY ST, Alexandria, MN 56308$285,266
Revenue and Support

Revenue Composition

Contributions and Grants
$480,775
Program Service Revenue
$9,143,807
Investment Income
$-21,300
Other Revenue
$97,093
All Other Contributions
$31,049
Change in Net Assets
$-121,885
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,359,600
Other Expenses$4,455,532
Grants and Similar Amounts Paid$7,128
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,753,026$452,250-$4,205,276
Depreciation Depletion$788,934--$788,934
All Other Expenses$482,797$138,206-$621,003
Other Employee Benefits$512,553$61,764-$574,317
Payroll Taxes$418,536$50,435-$468,971
Fees for Services Management-$422,005-$422,005
Insurance$331,437$29,499-$360,936
Interest$349,391--$349,391
Occupancy$306,836--$306,836
Other Expenses$202,680--$202,680
Pension Plan Contributions$99,095$11,941-$111,036
Office Expenses-$87,069-$87,069
Fees for Services Other-$69,906-$69,906
Advertising-$61,288-$61,288
Fees for Services Accounting-$10,296-$10,296
Grants to Domestic Individuals$7,128--$7,128
Travel-$6,905-$6,905
Conferences and Meetings$856$1,789-$2,645
Fees for Services Legal-$2,200-$2,200
Total Functional Expenses$8,416,707$1,405,553$0$9,822,260
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$835
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Elizabeth Letich - Daughter ofCarol Raw, CEOEmpl -admin FhsNo$131,619
Samuel Blevins - Son of RoseanneBlevins, DonEmpl - ChsNo$2,317
Vicki Koschak-sibling of ChesterFischel, DhsEmpl - DhsNo$1,920
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$12,648,555
Operting Lease Payable-right of Use$44,730
Deferred Financing - Te Bonds$-21,542

Bond Issues

BondIssuerIssuedIssue PricePurpose
ABremer Bank2012-12-28$3,600,000Refinancing taxable indebtedness incurred to finance general remodeling, infrastructure improvements

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A--$172,384-

Bond Financing Compliance

Form 8038-T filed
Yes
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

St. Francis health services of morris, inc (a related organization with common control) manages the facility.

Form 990, Page 6, Part VI, Line 6

The organization is organized with members. The members of the corporation shall consist of the board of directors of st. Francis health services of morris, inc.

Form 990, Page 6, Part VI, Line 9

Timothy gramm 22999 460th ave morris , mn 56267 daniel dripps 505 lyndale ave morris , mn 56267 jennifer ann goodnough 901 park ave morris , mn 56267 father todd schneider box 287 morris , mn 56267 doug ehlers 18391 430th ave morris , mn 56267 gary miessler 12405 edwards way northfield , mn 55057 joan reicosky 24 e brook ave morris , mn 56267 patrick nelson 18704 county road 22 glenwood , mn 56334 paul rentz 23041 469th ave morris , mn 56267 lorraine wiese 252 south columbia ave morris , mn 56267 john luetmer 202 east 2nd street morris , mn 56267 jennifer jeanne seales 23132 469th ave morris , mn 56267 laura rentz 3 pomme de terre lane morris , mn 56267

Form 990, Page 6, Part VI, Line 11B

The cfo of st. Francis health services of morris, inc reviews the tax return as part of the management services.

Form 990, Page 6, Part VI, Line 12C

Annually the organization conducts in-service training reviewing the policy on conflicts of interest and requires the board members, management staff, and key employees to disclose conflicts.

Form 990, Page 6, Part VI, Line 15A

The ceo and officers are employees of st. Francis health services of morris, inc (a related organization and under common control). The compensation process for the ceo - annually the hr director submits the ceo's job description, performance evaluation form, st. Francis health services of morris, inc's pay grade schedule and comparable wage survey(s) to the chairman of the board. The chairman and the evaluation committee of the board reviews the performance and determines the salary of the ceo.

Form 990, Page 6, Part VI, Line 15B

The ceo and officers are employees of st. Francis health services of morris, inc (a related organization and under common control). The compensation process for officers - ceo and the hr director reviews comparable wage survey information, reviews performance (with input from the vp, if appropriate) and determines salary.

Form 990, Page 6, Part VI, Line 19

The governing documents, conflicts of interest policies, and financial statements are not available to the public.

Filing and Contact Details

Filer

Filer Name
Morris Health Services
EIN
23-7625632
Phone
3205893012
Address
1001 SCOTTS AVENUE, MORRIS, MN 56267

Signing Officer

Name
Curtis Bach
Title
VP of Finance/CFO
Phone
3205893012
Signed
2024-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol Raw
Formed
1963
Legal Domicile
Mn
Voting Board Members
13
Independent Board Members
13
Employees
182
Volunteers
13

Preparer

Firm
Conway Deuth & Schmiesing Pllp
Address
401 ATLANTIC AVE, MORRIS, MN 56267-1324
Preparer
Kelly M Demuth
Phone
3202353311
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

We are committed to expressing christ's love by providing care that values every human life. St francis health services controls and operates morris health services and is sponsored by the catholic diocese of st cloud. We are dedicated to promoting the ethical and religious directive for catholic health care services.

Form 990, Part XI, Line 9

Intercompany transfers -26,847

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 1B

The organization acted as a custodian for the funds of the residents.

Schedule D, Page 2, Part IV, Line 2B

The organization acted as a custodian for the funds of the residents.

Raw XML AppendixShowing 400 of 1,008 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0895833
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0731575
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IRS990/ActivityOrMissionDesc0WE ARE COMMITTED TO EXPRESSING CHRIST'S LOVE BY PROVIDING CARE THAT VALUES EVERY HUMAN LIFE. ST FRANCIS HEALTH SERVICES CONTROLS AND OPERATES MORRIS HEALTH SERVICES AND IS SPONSORED BY THE CATHOLIC DIOCESE OF ST CLOUD. WE ARE DEDICATED TO PROMOTING THE ETHICAL AND RELIGIOUS DIRECTIVE FOR CATHOLIC HEALTH CARE SERVICES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt061288
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IRS990/ContractorCompensationGrp/ServicesDesc1PARENT CO SERVI
IRS990/ContractorCompensationGrp/ServicesDesc2CONST CONTRACT
IRS990/ContractorCompensationGrp/ServicesDesc3CONST CONTRACT
IRS990/ContractorCompensationGrp/ServicesDesc4CONS CONTRACTOR
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IRS990/Desc0MORRIS HEALTH SERVICES IS A 56 BED SKILLED NURSING FACILITY AND 80 BED ASSISTED LIVING LOCATED IN RURAL MINNESOTA. THE FACILITY PROVIDES MEDICAL, SOCIAL, AND SPIRITUAL CARE TO ITS RESIDENTS WITHOUT REGARD TO RACE, COLOR, CREED, OR NATIONAL ORIGIN, IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT STATUS. DURING THE CURRENT REPORTING YEAR, THE ORGANIZATION HAD 21,936 PATIENT DAYS AND PROVIDED SERVICES TO MORE THAN 102 PATIENTS IN THE NURSING HOME AND SERVICED MORE THAN 106 PATIENTS AT THE ASSISTED LIVING. ALSO DURING THIS TIME PERIOD, THE ORGANIZATION EMPLOYED ABOUT 68 FULL TIME EQUIVALENT EMPLOYEES AND GROSS WAGES PAID OUT WERE MORE THAN 4,100,000.
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