Civic Intelligence

United Pioneer Home Inc

EIN 39-0843803 • 501(c)3 • Luck, WI

Profile

To provide long-term care and housing to the citizens of luck and the surrounding communities.

623 S Second StreetLuck, WI 54853

www.unitedpioneerhome.org

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.63x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

81st percentile

1.05x

Higher debt load relative to revenue than 81% of similar nonprofits.

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

Net Margin

57th percentile

7.1%

Higher net margin than 57% of similar nonprofits.

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

Top Officer Pay

48th percentile

$180,724

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

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

Asset Growth

40th percentile

1.5%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

46th percentile

5.4%

Faster revenue growth than 46% of similar nonprofits.

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

Assets

Up

$10,222,229

Up $153,142 (+1.5%) from 2023

Liabilities

Down

$6,477,008

Down $297,505 (-4.4%) from 2023

Net Assets

Up

$3,745,221

Up $450,647 (+14%) from 2023

Revenue

Up

$6,172,239

Up $315,659 (+5.4%) from 2023

Expenses

Up

$5,731,365

Up $381,846 (+7.1%) from 2023

Net Income

Down

$440,874

Down $66,187 (-13%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $14,588,087Liabilities 2010: $11,845,812Net Assets 2010: $2,742,2752010Assets 2011: $13,060,720Liabilities 2011: $11,007,856Net Assets 2011: $2,052,8642011Assets 2012: $12,551,762Liabilities 2012: $10,861,559Net Assets 2012: $1,690,2032012Assets 2013: $12,251,229Liabilities 2013: $10,740,248Net Assets 2013: $1,510,9812013Assets 2014: $11,975,918Liabilities 2014: $10,634,580Net Assets 2014: $1,341,3382014Assets 2015: $11,729,869Liabilities 2015: $10,200,500Net Assets 2015: $1,529,3692015Assets 2016: $11,301,687Liabilities 2016: $10,057,145Net Assets 2016: $1,244,5422016Assets 2017: $10,588,474Liabilities 2017: $9,526,958Net Assets 2017: $1,061,5162017Assets 2018: $9,771,305Liabilities 2018: $8,780,072Net Assets 2018: $991,2332018Assets 2019: $10,000,636Liabilities 2019: $8,652,689Net Assets 2019: $1,347,9472019Assets 2020: $11,136,975Liabilities 2020: $9,335,376Net Assets 2020: $1,801,5992020Assets 2021: $9,793,072Liabilities 2021: $7,596,840Net Assets 2021: $2,196,2322021Assets 2022: $9,799,908Liabilities 2022: $7,084,092Net Assets 2022: $2,715,8162022Assets 2023: $10,069,087Liabilities 2023: $6,774,513Net Assets 2023: $3,294,5742023Assets 2024: $10,222,229Liabilities 2024: $6,477,008Net Assets 2024: $3,745,2212024

Highlighted filing

2024

Assets$10,222,229
Liabilities$6,477,008
Net Assets$3,745,221

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,994,0322010Expenses 2011: $3,763,6622011Expenses 2012: $4,404,5122012Revenue 2013: $4,409,630Expenses 2013: $4,606,869Net Income 2013: -$197,2392013Revenue 2014: $4,565,190Expenses 2014: $4,784,485Net Income 2014: -$219,2952014Revenue 2015: $4,779,048Expenses 2015: $4,731,869Net Income 2015: $47,1792015Revenue 2016: $4,763,105Expenses 2016: $4,856,203Net Income 2016: -$93,0982016Revenue 2017: $4,543,995Expenses 2017: $4,767,893Net Income 2017: -$223,8982017Revenue 2018: $4,735,680Expenses 2018: $4,749,889Net Income 2018: -$14,2092018Revenue 2019: $5,294,065Expenses 2019: $5,000,445Net Income 2019: $293,6202019Revenue 2020: $5,524,645Expenses 2020: $5,111,120Net Income 2020: $413,5252020Revenue 2021: $5,425,937Expenses 2021: $5,036,791Net Income 2021: $389,1462021Revenue 2022: $5,570,808Expenses 2022: $4,922,929Net Income 2022: $647,8792022Revenue 2023: $5,856,580Expenses 2023: $5,349,519Net Income 2023: $507,0612023Revenue 2024: $6,172,239Expenses 2024: $5,731,365Net Income 2024: $440,8742024

Highlighted filing

2024

Revenue$6,172,239
Expenses$5,731,365
Net Income$440,874

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$6.48$3.75$6.17$5.73$0.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$6.77$3.29$5.86$5.35$0.51
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.80$7.08$2.72$5.57$4.92$0.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.79$7.60$2.20$5.43$5.04$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$9.34$1.80$5.52$5.11$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$8.65$1.35$5.29$5.00$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.77$8.78$0.99$4.74$4.75$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$9.53$1.06$4.54$4.77$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$10.1$1.24$4.76$4.86$0.09
2015Detailed filing. Detailed filing data is available for this year.$11.7$10.2$1.53$4.78$4.73$0.05
2014Detailed filing. Detailed filing data is available for this year.$12.0$10.6$1.34$4.57$4.78$0.22
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$12.3$10.7$1.51$4.41$4.61$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$10.9$1.69$4.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$11.0$2.05$3.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$11.8$2.74$3.99
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 7, 2025
Return Version
2024v5.2
Gross Receipts
$6,330,304
Mission and Program Overview

Mission

To provide long-term care and housing to the citizens of luck and the surrounding communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,391,472$7,008,686▼ $382,786
Savings and Temporary Cash Investments$789,099$1,440,369▲ $651,270
Investments in Publicly Traded Securities$1,432,861$1,379,847▼ $53,014
Accounts Receivable$419,217$359,145▼ $60,072
Prepaid Expenses and Deferred Charges$36,342$34,088▼ $2,254
Cash and Non-Interest-Bearing Accounts$96$94▼ $2
Total Assets$10,069,087$10,222,229▲ $153,142
Liabilities
Tax Exempt Bond Liabilities$5,143,688$4,921,638▼ $222,050
Mortgage Notes Payable Secured by Investment Property$1,248,616$1,112,128▼ $136,488
Accounts Payable and Accrued Expenses$335,646$373,764▲ $38,118
Escrow Account Liability$40,043$40,857▲ $814
Other Liabilities$5,814$28,000▲ $22,186
Deferred Revenue$706$621▼ $85
Total Liabilities$6,774,513$6,477,008▼ $297,505
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,294,574$3,745,221▲ $450,647
Total Net Assets Fund Balance$3,294,574$3,745,221▲ $450,647
Total Liabilities and Net Assets / Fund Balance$10,069,087$10,222,229▲ $153,142

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,628,520$4,362,265$10,990,785
Equipment$332,604$904,684$1,237,288
Land$47,562-$47,562
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jay AndressAdministratorFT$155,529$25,195$180,724
Jennifer JohnsonDirector of NursingFT$112,208$12,825$125,033
Michael BrotenVice President-$1,500-$1,500
Barbara JorgensonSecretary-$1,500-$1,500
Craig AdairDirector-$1,100-$1,100
Dale JohnsonTreasurer-$1,050-$1,050
Donald ProseDirector-$1,000-$1,000
Sue GilhoiDirector-$1,000-$1,000
Jerome SpiesDirector (thru 09/2024)-$700-$700
Bruce RoweDirector-$600-$600

Board Members and Trustees

NameTitle
Steve GlaimPresident
Jeff TurnerDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Mj CareRehabilitation Services Pt, Ot, St2725 S MOORLAND ROAD SUITE 301, New Berlin, WI 53151$212,859
Revenue and Support

Revenue Composition

Contributions and Grants
$151,807
Program Service Revenue
$5,854,706
Investment Income
$108,912
Other Revenue
$56,814
All Other Contributions
$151,807
Change in Net Assets
$440,874

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,172,059
Revenue Not Reported on Financial Statements
$180
Revenue Not Reported on Form 990
$9,773
Other Revenue Adjustments
$180
Total Revenue per Audited Statements
$6,181,832
Total Revenue per Form 990
$6,172,239
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,364,998
Other Expenses$2,366,367
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,583,013$145-$2,583,158
Fees for Services Other$488,778--$488,778
Depreciation Depletion$436,004$47,845-$483,849
Current Officers, Directors, Trustees, and Key Employees-$314,207-$314,207
Interest$228,676$25,094-$253,770
Other Employee Benefits$234,676--$234,676
Payroll Taxes$184,971$20,580-$205,551
Occupancy$184,768$15,852-$200,620
All Other Expenses$12,718$141,299-$154,017
Fees for Services Management-$127,235-$127,235
Fees for Services Accounting-$42,544-$42,544
Advertising$39,407--$39,407
Office Expenses$13,744$22,789-$36,533
Pension Plan Contributions$25,423$1,983-$27,406
Fees for Service Investment Mgmnt Fees-$17,155-$17,155
Insurance$11,090--$11,090
Other Expenses$26,939$8,390-$8,390
Conferences and Meetings$1,182$3,491-$4,673
Fees for Services Legal-$4,076-$4,076
Travel$1,978$893-$2,871
Total Functional Expenses$4,937,787$793,578$0$5,731,365

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,731,365
Expenses per Audited Statements$5,731,185
Total Expenses per Audited Statements$5,731,185
Expenses Not Reported on Financial Statements$180
Other Expense Adjustments$180
Expenses Not Reported on Form 990$0
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
Third Party Settlement$28,000

Bond Issues

BondIssuerIssuedIssue PricePurpose
AVillage of Luck Health Care Facilities Revenue Refunding Bond Series 20212021-03-17$5,833,000Refunding of 2010 nursing home construction bond

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$5,833,000-$830,676-

Bond Financing Compliance

No rebate due
Yes
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
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 35% controlled entity
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

The number of directors changed from 6, to no less than 5 and no more than 11.

Form 990, Part VI, Section A, Line 6

The members of united pioneer home consist of 16 churches in a designated area surrounding luck, wi. The area includes all of polk and burnett counties and the following towns in barron county: maple plain, crystal lake, lakeland, and cumberland. Any church located in the aforementioned area may make application to become a member and be subject to acceptance at the annual meeting.

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

The member churches elect the board of directors at the annual meeting held on the second monday in june.

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

The form 990 was reviewed by the administrator, then distributed to the board of directors electronically for review prior to being filed with the irs.

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

The board members are required to fill out a form at each annual meeting disclosing whether there are any potential conflicts of interest and if so, how they could be resolved. Interested persons are any director, principal officer, or member of a committee with governing board delegated powers who has a direct or indirect financial interest in connection with any actual or possible conflict of interest. An interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement. Once disclosed the remaining board members will review and discuss the situation to determine if there is a conflict of interest.

Form 990, Part VI, Section B, Line 15

The administrator's annual compensation is set by the board of directors. The board of directors may consult with a third party in order to determine a fair and competitive salary. Other employee compensation is recommended by the administrator and the director of nursing. Their recommendations are based on a market survey conducted annually. The board of directors then has to approve the recommendations and set the salaries for that year. This process was last conducted in 2024.

Form 990, Part VI, Section C, Line 19

United pioneer home makes its financial statements and governing documents available to the public upon request. The conflict of interest policy is not available to the public.

Filing and Contact Details

Filer

Filer Name
United Pioneer Home Inc
EIN
39-0843803
Phone
7154722164
Address
623 S SECOND STREET, LUCK, WI 54853

Signing Officer

Name
Jay Andress
Title
Administrator
Phone
7154722164
Signed
2025-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Andress
Formed
1965
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
133
Volunteers
60

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

The deposits held in trust represent security deposits from tenants and personal funds of residents. These funds are not available for use in the daily operations of the home.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Recoveries of bad debt 180.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Recoveries of bad debt 180.

Raw XML AppendixShowing 400 of 609 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm5SUE GILHOI
IRS990/Form990PartVIISectionAGrp/PersonNm6DONALD PROSE
IRS990/Form990PartVIISectionAGrp/PersonNm7BRUCE ROWE
IRS990/Form990PartVIISectionAGrp/PersonNm8JEROME SPIES
IRS990/Form990PartVIISectionAGrp/PersonNm9JEFF TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm10JAY ANDRESS
IRS990/Form990PartVIISectionAGrp/PersonNm11JENNIFER JOHNSON
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21050
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt41100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt51000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt61000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8700
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR (THRU 09/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF NURSING
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IRS990/GrantToRelatedPersonInd00
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0179396
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt056634
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt056634
IRS990/MissionDesc0TO PROVIDE LONG-TERM CARE AND HOUSING TO THE CITIZENS OF LUCK AND THE SURROUNDING COMMUNITIES.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OfficeExpensesGrp/ProgramServicesAmt013744
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IRS990/OfficerMailingAddressInd00
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IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/ProgramServicesAmt0380083
IRS990/OtherExpensesGrp/ProgramServicesAmt184337
IRS990/OtherExpensesGrp/ProgramServicesAmt226939
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IRS990/OtherExpensesGrp/TotalAmt184337
IRS990/OtherExpensesGrp/TotalAmt226939
IRS990/OtherExpensesGrp/TotalAmt38390
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IRS990/OtherLiabilitiesGrp/EOYAmt028000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0145
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IRS990/OtherSalariesAndWagesGrp/TotalAmt02583158
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0184971
IRS990/PayrollTaxesGrp/TotalAmt0205551
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01983
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt025423
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IRS990/ProgSrvcAccomActy2Grp/Desc0LAWSON MANOR IS A COMMUNITY BASED RESIDENTIAL FACILITY DESIGNED TO ENHANCE INDEPENDENCE AND QUALITY OF LIFE. LAWSON MANOR SERVES INDIVIDUALS WHO ARE AGE 62 OR OLDER AND ARE IN NEED OF SOME ASSISTANCE AND SUPERVISION WITH ACTIVITIES OF DAILY LIVING AND OR MEDICATION MANAGEMENT AND ADMINISTRATION. LAWSON MANOR CAN CARE FOR RESIDENTS WHO NEED ASSISTANCE WITH WALKING ASSISTIVE DEVICES SUCH AS CANES, WALKERS, AND WHEELCHAIRS. TOTAL RESIDENT DAYS FOR THE COMMUNITY BASED RESIDENTIAL FACILITY IN 2024 WERE 4,951.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0665450
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0789045
IRS990/ProgSrvcAccomActy3Grp/Desc0THE PIONEER APARTMENTS ARE A HUD-SUBSIDIZED, LOW-INCOME HOUSING UNIT DESIGNED TO MEET THE NEEDS OF ELDERLY AND HANDICAPPED PERSONS.
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
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IRS990/QuidProQuoContributionsInd00
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IRS990/ReconcilationRevenueExpnssAmt0440874
IRS990/RegularMonitoringEnfrcInd01
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0987896
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04744912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05158627
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt025132
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt037166
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt026976
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt041388
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IRS990ScheduleA/InvestmentIncomePYPct00.00670
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IRS990ScheduleA/PublicSupportCY509Pct00.99270
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IRS990ScheduleA/Total509Grp/TotalAmt027631772
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