Civic Intelligence

Sasc Inc

990 • Fiscal year 2016 • EIN 26-2512451

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 28, 2017

Organization Profilewww.stannessc.org
3820 N 92nd StMilwaukee, WI 53222

(414) 463-7570

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.78x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

2.26x

Higher debt load relative to revenue than 88% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

62nd percentile

5.9%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

69th percentile

$167,575

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

46th percentile

0.6%

Faster asset growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-2.8%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$8,647,901

Up $50,711 (+0.6%) from 2015

Net Assets

Up

$1,917,838

Up $174,406 (+10%) from 2015

Liabilities

Down

$6,730,063

Down $123,695 (-1.8%) from 2015

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin62nd percentile

Revenue

Down

$2,979,254

Down $87,137 (-2.8%) from 2015

Expenses

Down

$2,804,848

Down $268,946 (-8.7%) from 2015

Net Income

Up

$174,406

Up $181,809 (+2456%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $7,875,362Liabilities 2010: $7,451,532Net Assets 2010: $423,8302010Assets 2011: $8,105,469Liabilities 2011: $7,328,592Net Assets 2011: $776,8772011Assets 2012: $8,346,251Liabilities 2012: $7,218,926Net Assets 2012: $1,127,3252012Assets 2013: $8,462,261Liabilities 2013: $7,286,248Net Assets 2013: $1,176,0132013Assets 2014: $8,879,771Liabilities 2014: $7,128,936Net Assets 2014: $1,750,8352014Assets 2015: $8,597,190Liabilities 2015: $6,853,758Net Assets 2015: $1,743,4322015Assets 2016: $8,647,901Liabilities 2016: $6,730,063Net Assets 2016: $1,917,8382016Assets 2017: $8,809,117Liabilities 2017: $6,329,314Net Assets 2017: $2,479,8032017Assets 2018: $9,197,555Liabilities 2018: $6,092,923Net Assets 2018: $3,104,6322018Assets 2019: $9,410,346Liabilities 2019: $5,828,801Net Assets 2019: $3,581,5452019Assets 2020: $10,131,365Liabilities 2020: $6,317,038Net Assets 2020: $3,814,3272020Assets 2021: $10,368,422Liabilities 2021: $6,080,881Net Assets 2021: $4,287,5412021Assets 2022: $7,612,089Liabilities 2022: $6,072,307Net Assets 2022: $1,539,7822022Assets 2023: $6,898,169Liabilities 2023: $5,431,552Net Assets 2023: $1,466,6172023Assets 2024: $6,176,773Liabilities 2024: $5,163,422Net Assets 2024: $1,013,3512024

Highlighted filing

2016

Assets$8,647,901
Liabilities$6,730,063
Net Assets$1,917,838
Open 2016 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,174,8562010Expenses 2011: $2,422,8132011Expenses 2012: $2,473,2382012Expenses 2013: $2,810,9262013Revenue 2014: $2,955,012Expenses 2014: $2,380,190Net Income 2014: $574,8222014Revenue 2015: $3,066,391Expenses 2015: $3,073,794Net Income 2015: -$7,4032015Revenue 2016: $2,979,254Expenses 2016: $2,804,848Net Income 2016: $174,4062016Revenue 2017: $2,984,622Expenses 2017: $2,416,243Net Income 2017: $568,3792017Revenue 2018: $3,154,422Expenses 2018: $2,515,323Net Income 2018: $639,0992018Revenue 2019: $3,003,345Expenses 2019: $2,560,117Net Income 2019: $443,2282019Revenue 2020: $2,879,418Expenses 2020: $2,699,129Net Income 2020: $180,2892020Revenue 2021: $2,827,745Expenses 2021: $2,320,045Net Income 2021: $507,7002021Revenue 2022: $4,688,364Expenses 2022: $1,909,518Net Income 2022: $2,778,8462022Revenue 2023: $2,576,677Expenses 2023: $2,449,842Net Income 2023: $126,8352023Revenue 2024: $2,399,553Expenses 2024: $2,852,819Net Income 2024: -$453,2662024

Highlighted filing

2016

Revenue$2,979,254
Expenses$2,804,848
Net Income$174,406
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 28, 2017
Return Version
2015v3.0
Gross Receipts
$2,979,254
Mission and Program Overview

Mission

The organization's mission is to provide residents with care and compassion in a respectful, home-like environment that honors individual dignity. Following the mission and philosophy of the sisters of the divine savior and the beliefs of the catholic faith, we strive to improve quality of life, promote justice, collaborate with our partners in service and be responsible stewards of our resources. We honor heritage of providing exceptional services, continue to strive for increasing excellence in care and remain committed to our tradition of offering healthcare and residential services which are inclusive of all elderly.

SASC, Inc. ("The Organization") provides long-term care for the elderly. The revenue is generated by providing housing, food and care to the elderly residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,260,509$5,086,506▼ $174,003
Savings and Temporary Cash Investments$2,133,659$2,311,645▲ $177,986
Investments in Publicly Traded Securities$531,382$530,856▼ $526
Cash and Non-Interest-Bearing Accounts$324,749$393,355▲ $68,606
Accounts Receivable$45,259$55,754▲ $10,495
Inventories for Sale or Use$2,485--
Prepaid Expenses and Deferred Charges$18,223$1,164▼ $17,059
Total Assets$8,597,190$8,647,901▲ $50,711
Other Assets Total$280,924$268,621▼ $12,303
Liabilities
Tax Exempt Bond Liabilities$6,730,296$6,540,721▼ $189,575
Other Liabilities$54,149$96,582▲ $42,433
Accounts Payable and Accrued Expenses$69,313$92,760▲ $23,447
Total Liabilities$6,853,758$6,730,063▼ $123,695
Net Assets / Fund Balance
Unrestricted Net Assets$1,743,432$1,917,838▲ $174,406
Total Net Assets Fund Balance$1,743,432$1,917,838▲ $174,406
Total Liabilities and Net Assets / Fund Balance$8,597,190$8,647,901▲ $50,711

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,783,432$1,492,626$6,276,058
Equipment$279,805$248,538$528,343
Leasehold Improvements$23,269$13,231$36,500
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Mark MadiganChairman
Emil PfenningerVice-Chair
Anthony Ziebert MDBoard Member
Karen Doerner CPABoard Member
Leslie TectorBoard Member
Mark KontosBoard Member
Sr Betty VetterBoard Member
Sr Virginia Honish SDSBoard Member
William BurkhartBoard Member
Lynn VogtAdministrator of St. Anne'
Richard BoemerSecretary/Treasurer
Frank ProbstSponsorship

Highest Paid Contractors

ContractorServicesLocationCompensation
St Anne's Home For the Elderly MilwaukeManagement and professional services3800 North 92nd St, Milwaukee, WI 53222$1,849,140
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,958,624
Investment Income
$20,630
Other Revenue
$0
Change in Net Assets
$174,406

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,979,254
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,979,254
Total Revenue per Form 990
$2,979,254
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,412,777
Grants and Similar Amounts Paid$392,071
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$392,071--$392,071
Interest$289,410--$289,410
Depreciation Depletion$269,383--$269,383
Fees for Services Management-$88,759-$88,759
Fees for Services Other-$4,734-$4,734
Other Expenses$110--$110
Total Functional Expenses$2,711,355$93,493$0$2,804,848

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,804,848
Expenses per Audited Statements$2,412,777
Total Expenses per Audited Statements$2,412,777
Expenses Not Reported on Financial Statements$392,071
Other Expense Adjustments$392,071
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Anne's Home for the elderly Milwaukee IncMilwaukee, WI501(c)(3)Capital improvements$392,071
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Entrance Fee$96,582

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWisconsin Health and Educational Facilities Authority2013-04-19$7,089,374Current refund bonds issued 05/30/2008

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$7,089,374$6,464,532$550,000$141,787

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
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
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“Management provided by St. Anne's Home for the Elderly, Milwaukee, Inc., a 501(c)(3) related organization.”

Form 990, Part VI, Section A, line 6

“The Corporation has one member: St. Anne's Home for the Elderly, Milwaukee, Inc., which is also a nonprofit 501(c)(3) organization.”

Form 990, Part VI, Section A, line 7A

“St. Anne's Home for the Elderly, Milwaukee, Inc. is the sole voting member of the corporation through its board of directors.”

Form 990, Part VI, Section A, line 7B

“Per the Bylaws, the member can amend the articles of incorporation, amend the bylaws, approve mergers, approve consolidations, approve dissolution, and create subsidiaries or affiliates.”

Form 990, Part VI, Section B, line 11

“The board of directors receives the 990 prior to filing for review and discussion with the finance committee. A detailed review of the 990 is done by St. Anne's management and the finance committee.”

Form 990, Part VI, Section B, line 12C

“Each board member is required to sign a conflict of interest statement. The policy calls for immediate notice to be given to the board if any member's interest changes. They are prohibited from taking part in the deliberations and decisions in the transaction.”

Form 990, Part VI, Section C, line 19

“The Organization believes certain governing documents, conflict of interest policy, and its financial statements are the property of the Organization and are not made available to the public.”

forM 990, PART VI, SECTION B, LINE 15

“Officer is compensated from a related party. The related party answers "yes" to this question.”

Filing and Contact Details

Filer

Filer Name
SASC Inc
EIN
26-2512451
Phone
4144637570
Address
3820 N 92nd St, Milwaukee, WI 53222
Doing Business As
Providence Court

Signing Officer

Name
Lynn Vogt
Title
Administrator
Phone
4144637570
Signed
2017-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
lYNN VOGT
Formed
2008
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Wipfli LLP
Address
PO Box 12237, Green Bay, WI 54307-2237
Preparer
Terri Rexrode CPA MST
Phone
9206620016
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The consolidated financial statements of st. Anne's home for the elderly, milwaukee, inc. And sasc, inc. Are audited by an independent accountant. The finance committee of the board of directors is responsible for the oversight of the audit and selection of the independent auditor.”

Financial Statement Notes

Part XII, Line 4B - Other Adjustments:

“Transfer to St. Anne's FOR CAPITAL IMPROVEMENTS 392,071.”

Raw XML AppendixShowing 400 of 658 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt069313
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt092760
IRS990/AccountsReceivableGrp/BOYAmt045259
IRS990/AccountsReceivableGrp/EOYAmt055754
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SASC, Inc. ("The Organization") provides long-term care for the elderly. The revenue is generated by providing housing, food and care to the elderly residents.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LYNN VOGT
IRS990/BooksInCareOfDetail/PhoneNum04144637570
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03800 North 92nd Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Milwaukee
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053222
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0324749
IRS990/CashNonInterestBearingGrp/EOYAmt0393355
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt01849140
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03800 North 92nd St
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Milwaukee
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd053222
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0St Anne's Home For the Elderly Milwauke
IRS990/ContractorCompensationGrp/ServicesDesc0Management and professional services
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0392071
IRS990/CYInvestmentIncomeAmt020630
IRS990/CYOtherExpensesAmt02412777
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02958624
IRS990/CYRevenuesLessExpensesAmt0174406
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02804848
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02979254
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0269383
IRS990/DepreciationDepletionGrp/TotalAmt0269383
IRS990/Desc0The Organization is a Wisconsin nonprofit organization, organized for the purpose of owning and operating a 55-bed facility, community-based residential facility (CBRF) for the elderly and serves the physical, mental, emotional, and spiritual needs of its residents. The organization presents a new holistic approach to residential community care - assisted living apartments with 24/7 attention. The Organization hosts spacious studio apartments featuring a private bathroom and kitchenette commplete with microwave and refrigerator. The studio apartments are centered on a household model including a shared family room, dining room, library, spa and activity room. Other amenities include a beauty shop, courtyard, and patio.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0PROVIDENCE COURT
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt02711355
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt088759
IRS990/FeesForServicesManagementGrp/TotalAmt088759
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04734
IRS990/FeesForServicesOtherGrp/TotalAmt04734
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt116184
IRS990/Form990PartVIISectionAGrp/PersonNm0William Burkhart
IRS990/Form990PartVIISectionAGrp/PersonNm1Karen Doerner CPA
IRS990/Form990PartVIISectionAGrp/PersonNm2Sr Virginia Honish SDS
IRS990/Form990PartVIISectionAGrp/PersonNm3Mark Kontos
IRS990/Form990PartVIISectionAGrp/PersonNm4Frank Probst
IRS990/Form990PartVIISectionAGrp/PersonNm5Leslie Tector
IRS990/Form990PartVIISectionAGrp/PersonNm6Sr Betty Vetter
IRS990/Form990PartVIISectionAGrp/PersonNm7Anthony Ziebert MD
IRS990/Form990PartVIISectionAGrp/PersonNm8Mark Madigan
IRS990/Form990PartVIISectionAGrp/PersonNm9Emil Pfenninger
IRS990/Form990PartVIISectionAGrp/PersonNm10Richard Boemer
IRS990/Form990PartVIISectionAGrp/PersonNm11Lynn Vogt
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11161391
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Sponsorship
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Administrator of St. Anne'
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0392071
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0392071
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0392071
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02979254
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InterestGrp/ProgramServicesAmt0289410
IRS990/InterestGrp/TotalAmt0289410
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02485
IRS990/InvestmentIncomeGrp/ExclusionAmt020630
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020630
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0531382
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0530856
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01754395
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05260509
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05086506
IRS990/LandBldgEquipCostOrOtherBssAmt06840901
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The organization's mission is to provide residents with care and compassion in a respectful, home-like environment that honors individual dignity. Following the mission and philosophy of the Sisters of the Divine Savior and the beliefs of the Catholic Faith, we strive to improve quality of life, promote justice, collaborate with our partners in service and be responsible stewards of our resources. We honor heritage of providing exceptional services, continue to strive for increasing excellence in care and remain committed to our tradition of offering healthcare and residential services which are inclusive of all elderly.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01743432
IRS990/NetAssetsOrFundBalancesEOYAmt01917838
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0280924
IRS990/OtherAssetsTotalGrp/EOYAmt0268621
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Service Agreement Expen
IRS990/OtherExpensesGrp/Desc1Bank Service Charges
IRS990/OtherExpensesGrp/ProgramServicesAmt01760381
IRS990/OtherExpensesGrp/ProgramServicesAmt1110
IRS990/OtherExpensesGrp/TotalAmt01760381
IRS990/OtherExpensesGrp/TotalAmt1110
IRS990/OtherLiabilitiesGrp/BOYAmt054149
IRS990/OtherLiabilitiesGrp/EOYAmt096582
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018223
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01164
IRS990/PrincipalOfficerNm0lYNN VOGT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0Net Resident Service R
IRS990/ProgramServiceRevenueGrp/Desc1Other Resident Revenue
IRS990/ProgramServiceRevenueGrp/ExclusionAmt053864
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02904760
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02904760
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt153864
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0607930
IRS990/PYInvestmentIncomeAmt013809
IRS990/PYOtherExpensesAmt02465864
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03052582
IRS990/PYRevenuesLessExpensesAmt0-7403
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03073794
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03066391
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0174406
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02904760
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02133659
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02311645
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt020630
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013809
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015487
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt019697
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010396
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt080019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02904760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03004260
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02865693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02787440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02752426
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014314579
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt053864
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt048322
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt051832
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt049494
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt060864
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0264376
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt020630
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013809
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015487
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt019697
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010396
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt080019
IRS990ScheduleA/InvestmentIncomeCYPct00.00550
IRS990ScheduleA/InvestmentIncomePYPct00.00490
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.73800
IRS990ScheduleA/PublicSupportPY509Pct00.80300
IRS990ScheduleA/PublicSupportTotal509Amt010817758
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0983389
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01008512
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt01055832
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0713464
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt03761197
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0983389
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt01008512
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt01055832
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0713464
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt03761197
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02958624
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03052582
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02917525
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02836934
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02813290
IRS990ScheduleA/Total509Grp/TotalAmt014578955
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02979254
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03066391
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02933012
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02856631
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02823686
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt014658974
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt04783432
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01492626
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06276058
IRS990ScheduleD/EquipmentGrp/BookValueAmt0279805
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0248538
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0528343
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0392071
IRS990ScheduleD/ExpensesSubtotalAmt02412777
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt023269
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt013231
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt036500
IRS990ScheduleD/OtherExpensesNotIncludedAmt0392071
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt096582
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Refundable Entrance Fee
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02979254
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Transfer to St. Anne's FOR CAPITAL IMPROVEMENTS 392,071.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05086506
IRS990ScheduleD/TotalExpensesPerForm990Amt02804848
IRS990ScheduleD/TotalLiabilityAmt096582
IRS990ScheduleD/TotalRevenuePerForm990Amt02979254
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02979254
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02412777
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0392071
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Capital improvements
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0St Anne's Home for the elderly Milwaukee Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0390985045
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03800 North 92nd St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Milwaukee
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053222
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0St. Anne's is a related party to SASC. The funds transferred were approved by the Board of directors.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0161391
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,647,901
Liabilities
$6,730,063
Net assets
$1,917,838
Revenue
$2,979,254
Expenses
$2,804,848
Net income
$174,406
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.18$5.16$1.01$2.40$2.85$0.45
2023Detailed filing. Detailed filing data is available for this year.$6.90$5.43$1.47$2.58$2.45$0.13
2022Detailed filing. Detailed filing data is available for this year.$7.61$6.07$1.54$4.69$1.91$2.78
2021Detailed filing. Detailed filing data is available for this year.$10.4$6.08$4.29$2.83$2.32$0.51
2020Detailed filing. Detailed filing data is available for this year.$10.1$6.32$3.81$2.88$2.70$0.18
2019Detailed filing. Detailed filing data is available for this year.$9.41$5.83$3.58$3.00$2.56$0.44
2018Detailed filing. Detailed filing data is available for this year.$9.20$6.09$3.10$3.15$2.52$0.64
2017Detailed filing. Detailed filing data is available for this year.$8.81$6.33$2.48$2.98$2.42$0.57
2016Detailed filing. Detailed filing data is available for this year.$8.65$6.73$1.92$2.98$2.80$0.17
2015Detailed filing. Detailed filing data is available for this year.$8.60$6.85$1.74$3.07$3.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$8.88$7.13$1.75$2.96$2.38$0.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.46$7.29$1.18$2.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.35$7.22$1.13$2.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.11$7.33$0.78$2.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.88$7.45$0.42$2.17