Civic Intelligence

Saint John'S Communities Inc

990 • Fiscal year 2017 • EIN 39-0807204

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 13, 2018

1840 N Prospect AvenueMilwaukee, WI 53202-1975

(414) 272-2022

Siviq Scores

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

Liabilities / Assets

86th percentile

0.88x

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

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

5.53x

Higher debt load relative to revenue than 92% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Net Margin

51st percentile

3.9%

Higher net margin than 51% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

22nd percentile

$271,591

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Asset Growth

65th percentile

9.4%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

0.8%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Assets

Up

$136,788,055

Up $11,796,714 (+9.4%) from 2016

Net Assets

Up

$16,233,618

Up $5,955,212 (+58%) from 2016

Liabilities

Up

$120,554,437

Up $5,841,502 (+5.1%) from 2016

Revenue

Up

$21,814,746

Up $181,685 (+0.8%) from 2016

Expenses

Up

$20,966,358

Up $920,160 (+4.6%) from 2016

Net Income

Down

$848,388

Down $738,475 (-47%) from 2016

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0-$100MAssets 2010: $125,412,543Liabilities 2010: $106,627,295Net Assets 2010: $18,785,2482010Assets 2011: $124,214,127Liabilities 2011: $109,838,648Net Assets 2011: $14,375,4792011Assets 2012: $113,911,266Liabilities 2012: $101,458,606Net Assets 2012: $12,452,6602012Assets 2013: $121,881,098Liabilities 2013: $106,307,087Net Assets 2013: $15,574,0112013Assets 2014: $123,189,940Liabilities 2014: $106,903,276Net Assets 2014: $16,286,6642014Assets 2015: $120,549,948Liabilities 2015: $114,025,029Net Assets 2015: $6,524,9192015Assets 2016: $124,991,341Liabilities 2016: $114,712,935Net Assets 2016: $10,278,4062016Assets 2017: $136,788,055Liabilities 2017: $120,554,437Net Assets 2017: $16,233,6182017Assets 2018: $217,499,535Liabilities 2018: $208,890,466Net Assets 2018: $8,609,0692018Assets 2019: $223,795,580Liabilities 2019: $212,545,809Net Assets 2019: $11,249,7712019Assets 2020: $267,147,546Liabilities 2020: $254,009,484Net Assets 2020: $13,138,0622020Assets 2021: $266,896,050Liabilities 2021: $257,138,284Net Assets 2021: $9,757,7662021Assets 2022: $243,534,075Liabilities 2022: $257,105,301Net Assets 2022: -$13,571,2262022Assets 2023: $251,365,926Liabilities 2023: $259,991,684Net Assets 2023: -$8,625,7582023Assets 2024: $251,544,976Liabilities 2024: $256,995,593Net Assets 2024: -$5,450,6172024

Highlighted filing

2017

Assets$136,788,055
Liabilities$120,554,437
Net Assets$16,233,618

Operations Trend

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

$40M$20M$0-$20MExpenses 2010: $10,857,6042010Expenses 2011: $15,980,6892011Expenses 2012: $19,742,1742012Revenue 2013: $18,908,128Expenses 2013: $19,397,740Net Income 2013: -$489,6122013Revenue 2014: $21,517,153Expenses 2014: $20,124,708Net Income 2014: $1,392,4452014Revenue 2015: $21,782,893Expenses 2015: $21,069,015Net Income 2015: $713,8782015Revenue 2016: $21,633,061Expenses 2016: $20,046,198Net Income 2016: $1,586,8632016Revenue 2017: $21,814,746Expenses 2017: $20,966,358Net Income 2017: $848,3882017Revenue 2018: $22,707,826Expenses 2018: $25,712,554Net Income 2018: -$3,004,7282018Revenue 2019: $22,364,212Expenses 2019: $26,961,533Net Income 2019: -$4,597,3212019Revenue 2020: $26,978,103Expenses 2020: $30,187,895Net Income 2020: -$3,209,7922020Revenue 2021: $31,283,850Expenses 2021: $33,638,106Net Income 2021: -$2,354,2562021Revenue 2022: $31,037,528Expenses 2022: $35,920,641Net Income 2022: -$4,883,1132022Revenue 2023: $35,459,387Expenses 2023: $36,520,820Net Income 2023: -$1,061,4332023Revenue 2024: $38,880,265Expenses 2024: $37,597,661Net Income 2024: $1,282,6042024

Highlighted filing

2017

Revenue$21,814,746
Expenses$20,966,358
Net Income$848,388
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 13, 2018
Return Version
2017v2.3
Gross Receipts
$24,516,080
Mission and Program Overview

Mission

Our mission is to enrich the lives of older adults through gracious retirement living, spiritual growth, cultural and educational opportunities and health care services.

Housing and healthcare for elders

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$77,731,636$78,769,258▲ $1,037,622
Investments in Publicly Traded Securities$36,984,916$34,860,043▼ $2,124,873
Investments Other Securities-$12,054,764-
Accounts Receivable$1,092,244$665,001▼ $427,243
Savings and Temporary Cash Investments$552,299$442,003▼ $110,296
Inventories for Sale or Use$117,264$117,264→ $0
Prepaid Expenses and Deferred Charges$98,041$99,162▲ $1,121
Cash and Non-Interest-Bearing Accounts$2,828$3,327▲ $499
Pledges and Grants Receivable$50$0▼ $50
Total Assets$124,991,341$136,788,055▲ $11,796,714
Other Assets Total$8,412,063$9,777,233▲ $1,365,170
Liabilities
Deferred Revenue$56,163,952$57,822,333▲ $1,658,381
Tax Exempt Bond Liabilities$55,560,346$54,381,803▼ $1,178,543
Other Liabilities$1,411,537$6,011,988▲ $4,600,451
Accounts Payable and Accrued Expenses$1,577,100$2,338,313▲ $761,213
Total Liabilities$114,712,935$120,554,437▲ $5,841,502
Net Assets / Fund Balance
Unrestricted Net Assets$7,663,115$12,798,005▲ $5,134,890
Temporarily Rstr Net Assets$2,615,291$3,435,613▲ $820,322
Total Net Assets Fund Balance$10,278,406$16,233,618▲ $5,955,212
Total Liabilities and Net Assets / Fund Balance$124,991,341$136,788,055▲ $11,796,714

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$72,771,652$40,744,013$113,515,665
Equipment$3,796,115$9,179,974$12,976,089
Land$2,201,491-$2,201,491
Other Assets Org$74,998--
Other Securities$5,279,805--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$5,926,796$417,867▲ $937,917-$7,149,638
2016$5,240,130$418,067▲ $429,520-$5,926,796
2015$4,297,250$1,274,294▼ $97,175-$5,240,130
2014$4,318,285$130,300▲ $186,646-$4,297,250
2013$3,474,384$410,175▲ $705,933-$4,318,285
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Renee E AndersonPresidentFT$215,563$56,028$271,591
Dan a LemmingerDirector of FinanceFT$143,340$40,887$184,227
John GeorgeAdministratorFT$117,643$13,979$131,622
Donna SparsVP, Director of LifestreamFT$115,877$14,173$130,050

Board Members and Trustees

NameTitle
David C KuehlChair
J Stephen AndersonPast Chair (thru May 2017)
Stephanie Sue SteinVice Chair
Fr Seth DietrichBoard Member
John DawsonBoard Member
John MellowesBoard Member
Judy MoonBoard Member
Kathy ArmbrusterBoard Member
Kathy HousiauxBoard Member
Mary Beth PetersonBoard Member
Polly BealBoard Member
Robert MuellerBoard Member
The Rt Rev Steven a MillerEx-officio Board Member
Deorah ContaSecretary
Stuart ParsonsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Eppstein Uhen ArchitectsArchitecture Services333 E CHICAGO ST, Milwaukee, WI 53202$2,771,033
Vjs Construction Services INCGeneral ContractorW233 N2847 ROUNDY CIRCLE WEST, Pewaukee, WI 53072$1,236,319
Varsity Marketing LLCMarketing Consulting Services532 N FRONT ST STE 200, Wormleysburg, PA 17043$236,620
Lindengrove INCTherapy Services18650 W CORPORATE DR 303, Brookfield, WI 53045$226,403
Witz CompanyProject Management Services2935 S FISH HATCHERY RD SUITE 21, Madison, WI 53711$136,296
Revenue and Support

Revenue Composition

Contributions and Grants
$426,969
Program Service Revenue
$19,826,101
Investment Income
$1,561,676
Other Revenue
$0
All Other Contributions
$302,169
Change in Net Assets
$848,388
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,094,940
Salaries, Compensation, and Employee Benefits$9,639,119
Grants and Similar Amounts Paid$232,299
Total Fundraising Expense$183,616
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,917,582$975,695$154,129$7,047,406
Depreciation Depletion$4,791,247--$4,791,247
Interest$1,965,649--$1,965,649
Occupancy$1,055,089$204,397-$1,259,486
Fees for Services Other$924,524$315,763-$1,240,287
Other Employee Benefits$918,840$236,566$10,530$1,165,936
Current Officers, Directors, Trustees, and Key Employees-$585,868-$585,868
Payroll Taxes$372,331$182,439$11,251$566,021
Office Expenses$296,380$252,683-$549,063
Pension Plan Contributions$13,968$252,214$7,706$273,888
Grants to Domestic Individuals$232,299--$232,299
All Other Expenses$97,462$107,215-$204,677
Advertising$15,223$32,053-$47,276
Fees for Service Investment Mgmnt Fees-$46,737-$46,737
Fees for Services Accounting-$36,200-$36,200
Conferences and Meetings-$33,102-$33,102
Fees for Services Legal-$29,898-$29,898
Travel-$11,787-$11,787
Other Expenses$751,155$11,540-$11,540
Total Functional Expenses$17,351,749$3,430,993$183,616$20,966,358
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
Expansion Deposits$4,590,785
Resident Deposits$1,421,203

Bond Issues

BondIssuerIssuedIssue PricePurpose
BWisconsin Health & Educational Facilities Authority2015-12-08$46,895,398Advance refund series 2009 term bonds, pay issuance costs, finance captl exp
AWisconsin Health & Educational Facilities Authority2012-12-28$9,580,000Refund series 2009 term bonds cusips 97710blz3 and 97710bmb5.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$46,895,398-$1,124,897$720,853
A$9,580,000$9,446,952$805,707$130,197

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
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
Yes
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

The organization made the following change to its bylaws: - eliminated membership designation.

Form 990, Part VI, Section B, Line 11B

The vp of administration completes a detailed review of the form 990, reviews the 990 with the president noting significant changes from the prior year, and presents a summary to the full board of directors with a recommendation that form 990 be approved for submittal as prepared.

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

Procedure: directors and officers are to disclose actual or potential conflicts of interest to the board of directors on the annual disclosure statement. Administrators are to disclose actual or potential conflicts of interest to an officer of the corporation. The corporation's legal counsel will be made aware of potential conflicts. Where there is a question as to whether or not a conflict of interest in fact exists, the person who may have the conflict of interest shall leave any meeting at which such conflict is discussed and shall not vote on the matter in question. However, an individual may briefly state his/her position, or answer pertinent questions of others, as he/she may have expertise of information in the matter at hand. If a conflict interest is determined to exist, the interested person shall leave the meeting during discussion of, and voting on, the situation that results in the conflict. Where it is feasible, and as appropriate in the discretion of the board of directors, a non-interested person or committee shall investigate alternatives to any proposed arrangement or transaction which may result in a conflict of interest. Where a conflict of interest cannot be avoided, the board of directors, by a majority vote of the non-interested directors present, shall determine if the arrangement or transaction is in the best interest of saint john's and for its own benefit, if it is fair and reasonable to the organization and that the organization cannot obtain a more advantageous arrangement or transaction elsewhere with reasonable efforts under the circumstances. Appropriate disciplinary action shall be taken with respect to any interested person who violates the conflict of interest policy. Minutes of meetings of the board and of all committees with board-delegated authority will include the names of all interested persons, the nature of the financial interest and whether there is deemed to be a conflict of interest, the names of all persons who were present for the discussion and vote, the content of the discussion, including alternatives that were considered and a record of the vote. The conflict of interest policy will be distributed to all board of directors, principal officers, member of committees with board-delegated powers and executive staff. Each person will sign an annual statement indicating that he/she has received a copy of the policy, has read an understands it, agrees to comply with it and understands that the organization must comply with the policy in order to maintain its tax-exempt status. The annual statement shall also disclose the individual's actual or potential conflicts of interest already known, as well as disclosing any arrangement or transactions in which he/she is an interested person. Such statements will be shared with the board of directors. This conflict of interest policy will be reviewed annually by the board of directors.

Form 990, Part VI, Section B, Line 15

Compensation for all employees is compared annually to industry data supplied by an independent organization. President's salary is reviewed and approved by the board officers as part of annual performance evaluation. Vice president and department directors performance reviews are conducted by the president.

Form 990, Part VI, Section C, Line 19

Board, residents and staff are made aware via meetings that these documents are available upon request. The public is informed via our website.

Filing and Contact Details

Filer

Filer Name
SAINT JOHN'S COMMUNITIES INC
EIN
39-0807204
Phone
4142722022
Address
1840 N PROSPECT AVENUE, MILWAUKEE, WI 53202-1975

Signing Officer

Name
Renee E Anderson
Title
President
Phone
4142722022
Signed
2018-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Renee E Anderson
Formed
1868
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
305
Volunteers
258

Preparer

Firm
Wipfli Llp
Address
10000 INNOVATION DRIVE SUITE 250, MILWAUKEE, WI 53226-4837
Preparer
Paul Daly CPA
Phone
4144319300
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in interest in saint john's communities foundation, inc. 1,263,148.

Financial Statement Notes

PART V, LINE 4:

Saint john's communities foundation, inc. Is a separate, related entity formed to provide support to saint john's communities' charitable care, arts and episcopal chaplaincy programming.

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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt145.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
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/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1510121
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1620328
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1714173
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1813979
IRS990/Form990PartVIISectionAGrp/PersonNm0J STEPHEN ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHY ARMBRUSTER
IRS990/Form990PartVIISectionAGrp/PersonNm2POLLY BEAL
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN DAWSON
IRS990/Form990PartVIISectionAGrp/PersonNm4FR SETH DIETRICH
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHY HOUSIAUX
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN MELLOWES
IRS990/Form990PartVIISectionAGrp/PersonNm7THE RT REV STEVEN A MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm8JUDY MOON
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT MUELLER
IRS990/Form990PartVIISectionAGrp/PersonNm10MARY BETH PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID C KUEHL
IRS990/Form990PartVIISectionAGrp/PersonNm12STEPHANIE SUE STEIN
IRS990/Form990PartVIISectionAGrp/PersonNm13STUART PARSONS
IRS990/Form990PartVIISectionAGrp/PersonNm14DEORAH CONTA
IRS990/Form990PartVIISectionAGrp/PersonNm15RENEE E ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm16DAN A LEMMINGER
IRS990/Form990PartVIISectionAGrp/PersonNm17DONNA SPARS
IRS990/Form990PartVIISectionAGrp/PersonNm18JOHN GEORGE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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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/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15261470
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16163899
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17115877
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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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/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST CHAIR (THRU MAY 2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7EX-OFFICIO BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP, DIRECTOR OF LIFESTREAM
IRS990/Form990PartVIISectionAGrp/TitleTxt18ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01868
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0716743
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt097704
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0232299
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0232299
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03418077
IRS990/GrossReceiptsAmt024516080
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InterestGrp/ProgramServicesAmt01965649
IRS990/InterestGrp/TotalAmt01965649
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0117264
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0117264
IRS990/InvestmentIncomeGrp/ExclusionAmt0844933
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0844933
IRS990/InvestmentInJointVentureInd01
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt012054764
IRS990/InvestmentsPubTradedSecGrp/BOYAmt036984916
IRS990/InvestmentsPubTradedSecGrp/EOYAmt034860043
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt072
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt049923987
IRS990/LandBldgEquipBasisNetGrp/BOYAmt077731636
IRS990/LandBldgEquipBasisNetGrp/EOYAmt078769258
IRS990/LandBldgEquipCostOrOtherBssAmt0128693245
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02701334
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OUR MISSION IS TO ENRICH THE LIVES OF OLDER ADULTS THROUGH GRACIOUS RETIREMENT LIVING, SPIRITUAL GROWTH, CULTURAL AND EDUCATIONAL OPPORTUNITIES AND HEALTH CARE SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010278406
IRS990/NetAssetsOrFundBalancesEOYAmt016233618
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0716743
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0716743
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03843676
IRS990/NoncashContributionsAmt019660
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0204397
IRS990/OccupancyGrp/ProgramServicesAmt01055089
IRS990/OccupancyGrp/TotalAmt01259486
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0252683
IRS990/OfficeExpensesGrp/ProgramServicesAmt0296380
IRS990/OfficeExpensesGrp/TotalAmt0549063
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08412063
IRS990/OtherAssetsTotalGrp/EOYAmt09777233
IRS990/OtherChangesInNetAssetsAmt01263148
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010530
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0236566
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0918840
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01165936
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1WISCONSIN NURSING HOME
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3FINANCING COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0103350
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113486
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt211540
IRS990/OtherExpensesGrp/ProgramServicesAmt0751155
IRS990/OtherExpensesGrp/TotalAmt0751155
IRS990/OtherExpensesGrp/TotalAmt1103350
IRS990/OtherExpensesGrp/TotalAmt213486
IRS990/OtherExpensesGrp/TotalAmt311540
IRS990/OtherLiabilitiesGrp/BOYAmt01411537
IRS990/OtherLiabilitiesGrp/EOYAmt06011988
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0154129
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0975695
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05917582
IRS990/OtherSalariesAndWagesGrp/TotalAmt07047406
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0182439
IRS990/PayrollTaxesGrp/ProgramServicesAmt0372331
IRS990/PayrollTaxesGrp/TotalAmt0566021
IRS990/PensionPlanContributionsGrp/FundraisingAmt07706
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0252214
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013968
IRS990/PensionPlanContributionsGrp/TotalAmt0273888
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt050
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt098041
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt099162
IRS990/PrincipalOfficerNm0RENEE E ANDERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0NET RESIDENT SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018450947
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018450947
IRS990/ProgSrvcAccomActy2Grp/Desc0NURSING HOME CARE: PROVIDE CARE TO RESIDENTS REQUIRING SKILLED NURSING SERVICES IN AN INPATIENT SETTING. (16,217 DAYS OF CARE)
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05608056
IRS990/ProgSrvcAccomActy2Grp/GrantAmt052225
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt06037675
IRS990/ProgSrvcAccomActy3Grp/Desc0RESIDENTAL CARE PROGRAMS: PROVIDE ASSISTANCE WITH DAILY LIVING SKILLS FOR THE ELDERLY INCLUDING HOUSING. (8,269 DAYS OF CARE)
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01774605
IRS990/ProgSrvcAccomActy3Grp/GrantAmt082370
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01780398
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0434985
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0142832
IRS990/PYInvestmentIncomeAmt01169841
IRS990/PYOtherExpensesAmt010785294
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt020028235

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$252$257$5.45$38.9$37.6$1.28
2023Detailed filing. Detailed filing data is available for this year.$251$260$8.63$35.5$36.5$1.06
2022Detailed filing. Detailed filing data is available for this year.$244$257$13.6$31.0$35.9$4.88
2021Detailed filing. Detailed filing data is available for this year.$267$257$9.76$31.3$33.6$2.35
2020Detailed filing. Detailed filing data is available for this year.$267$254$13.1$27.0$30.2$3.21
2019Detailed filing. Detailed filing data is available for this year.$224$213$11.2$22.4$27.0$4.60
2018Detailed filing. Detailed filing data is available for this year.$217$209$8.61$22.7$25.7$3.00
2017Detailed filing. Detailed filing data is available for this year.$137$121$16.2$21.8$21.0$0.85
2016Detailed filing. Detailed filing data is available for this year.$125$115$10.3$21.6$20.0$1.59
2015Detailed filing. Detailed filing data is available for this year.$121$114$6.52$21.8$21.1$0.71
2014Detailed filing. Detailed filing data is available for this year.$123$107$16.3$21.5$20.1$1.39
2013Detailed filing. Detailed filing data is available for this year.$122$106$15.6$18.9$19.4$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$114$101$12.5$19.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$124$110$14.4$16.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$125$107$18.8$10.9
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $100M-$250M nonprofits