Civic Intelligence

St Paul Elder Services Inc

990 • Fiscal year 2015 • EIN 39-1029149

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

316 E 14th StreetKaukauna, WI 54130

(920) 766-6020

Siviq Scores

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

Liabilities / Assets

66th percentile

0.46x

Higher debt load relative to assets than 66% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.64x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

65th percentile

9.6%

Higher net margin than 65% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

28th percentile

$168,348

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

90th percentile

26%

Faster asset growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

56th percentile

5.9%

Faster revenue growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Assets

Up

$25,642,067

Up $5,349,652 (+26%) from 2014

Net Assets

Up

$13,896,374

Up $1,285,856 (+10%) from 2014

Liabilities

Up

$11,745,693

Up $4,063,796 (+53%) from 2014

Revenue

Up

$18,307,091

Up $1,016,148 (+5.9%) from 2014

Expenses

Up

$16,543,617

Up $629,101 (+4.0%) from 2014

Net Income

Up

$1,763,474

Up $387,047 (+28%) from 2014

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $19,446,605Liabilities 2010: $9,605,781Net Assets 2010: $9,840,8242010Assets 2011: $18,698,453Liabilities 2011: $8,974,922Net Assets 2011: $9,723,5312011Assets 2012: $18,706,433Liabilities 2012: $8,245,663Net Assets 2012: $10,460,7702012Assets 2013: $19,131,534Liabilities 2013: $7,809,455Net Assets 2013: $11,322,0792013Assets 2014: $20,292,415Liabilities 2014: $7,681,897Net Assets 2014: $12,610,5182014Assets 2015: $25,642,067Liabilities 2015: $11,745,693Net Assets 2015: $13,896,3742015Assets 2016: $28,164,738Liabilities 2016: $13,833,274Net Assets 2016: $14,331,4642016Assets 2017: $29,240,365Liabilities 2017: $13,161,339Net Assets 2017: $16,079,0262017Assets 2018: $32,167,785Liabilities 2018: $14,835,449Net Assets 2018: $17,332,3362018Assets 2019: $38,026,684Liabilities 2019: $19,640,719Net Assets 2019: $18,385,9652019Assets 2020: $41,993,977Liabilities 2020: $19,879,425Net Assets 2020: $22,114,5522020Assets 2021: $41,952,287Liabilities 2021: $17,725,866Net Assets 2021: $24,226,4212021Assets 2022: $37,636,971Liabilities 2022: $15,759,618Net Assets 2022: $21,877,3532022Assets 2023: $39,383,345Liabilities 2023: $15,937,939Net Assets 2023: $23,445,4062023Assets 2024: $38,004,129Liabilities 2024: $11,746,948Net Assets 2024: $26,257,1812024

Highlighted filing

2015

Assets$25,642,067
Liabilities$11,745,693
Net Assets$13,896,374

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $14,235,8262010Expenses 2011: $15,516,3852011Revenue 2012: $15,440,747Expenses 2012: $14,890,814Net Income 2012: $549,9332012Revenue 2013: $16,198,305Expenses 2013: $15,570,391Net Income 2013: $627,9142013Revenue 2014: $17,290,943Expenses 2014: $15,914,516Net Income 2014: $1,376,4272014Revenue 2015: $18,307,091Expenses 2015: $16,543,617Net Income 2015: $1,763,4742015Revenue 2016: $18,243,288Expenses 2016: $17,887,338Net Income 2016: $355,9502016Revenue 2017: $20,196,884Expenses 2017: $18,911,696Net Income 2017: $1,285,1882017Revenue 2018: $22,468,342Expenses 2018: $20,562,696Net Income 2018: $1,905,6462018Revenue 2019: $23,589,456Expenses 2019: $23,474,968Net Income 2019: $114,4882019Revenue 2020: $28,707,997Expenses 2020: $25,233,307Net Income 2020: $3,474,6902020Revenue 2021: $25,919,489Expenses 2021: $24,570,127Net Income 2021: $1,349,3622021Revenue 2022: $25,408,287Expenses 2022: $26,501,002Net Income 2022: -$1,092,7152022Revenue 2023: $28,295,165Expenses 2023: $27,077,840Net Income 2023: $1,217,3252023Revenue 2024: $29,137,468Expenses 2024: $27,358,041Net Income 2024: $1,779,4272024

Highlighted filing

2015

Revenue$18,307,091
Expenses$16,543,617
Net Income$1,763,474
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$18,607,140
Mission and Program Overview

Mission

We are a catholic, franciscan sponsored community dedicated to enriching the life experience.

A catholic franciscan health care provider offering services to the elderly. We will continue to provide excellent care through the efforts of dedicated staff, enthusiastic volunteers, and generous contributors. Our mission and ministry flow from the gospel values of dignity, compassion, respect, hospitality and stewardship. Services that we provide to the elderly include: skilled nursing facility (both long-term and short-term rehabilitation), assisted living, specialized alzheimer's/dementia programs, palliative and hospice care, adult day care, life enrichment services, in-home non-medical care, meals on wheels and transportation services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,760,433$16,316,767▲ $5,556,334
Investments in Publicly Traded Securities-$4,947,692-
Savings and Temporary Cash Investments$3,123,053$1,825,722▼ $1,297,331
Accounts Receivable$1,532,726$1,664,224▲ $131,498
Investments Other Securities$4,388,553$372,401▼ $4,016,152
Intangible Assets$125,887$123,459▼ $2,428
Prepaid Expenses and Deferred Charges$67,584$67,166▼ $418
Inventories for Sale or Use$41,576$42,102▲ $526
Pledges and Grants Receivable$1,000$24,220▲ $23,220
Cash and Non-Interest-Bearing Accounts$500$500→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$20,292,415$25,642,067▲ $5,349,652
Other Assets Total$251,103$257,814▲ $6,711
Liabilities
Tax Exempt Bond Liabilities$6,578,459$10,216,265▲ $3,637,806
Accounts Payable and Accrued Expenses$1,059,456$1,467,406▲ $407,950
Other Liabilities$43,982$62,022▲ $18,040
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$7,681,897$11,745,693▲ $4,063,796
Net Assets / Fund Balance
Unrestricted Net Assets$11,320,644$12,511,513▲ $1,190,869
Permanently Rstr Net Assets$1,195,483$1,258,092▲ $62,609
Temporarily Rstr Net Assets$94,391$126,769▲ $32,378
Total Net Assets Fund Balance$12,610,518$13,896,374▲ $1,285,856
Total Liabilities and Net Assets / Fund Balance$20,292,415$25,642,067▲ $5,349,652

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,239,403$6,761,107$20,000,510
Equipment$2,585,628$3,688,506$6,274,134
Land$491,736-$491,736
Other Land Buildings$0$0$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,195,481$75,855▼ $13,246$0$1,258,090
2014$1,086,226$68,579▲ $40,676$0$1,195,481
2013$918,733$65,984▲ $101,509$0$1,086,226
2012$812,984$68,155▲ $37,594$0$918,733
2011$732,660$80,779▼ $455$0$812,984
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sondra NorderPresident/CEO/secretaryFT$147,393$20,955$168,348
Lisa NebelDirector of Rehab ServicesFT$119,186-$119,186
Becky ReicheltCOOFT$100,224-$100,224
Brian HermanCFOFT$94,043-$94,043

Board Members and Trustees

NameTitle
Tom VerhagenChairman
Dr Jack MeyerVice Chairman
Andrew SchmidtBoard Member
Evelyn HartwigBoard Member
Jackie AbelBoard Member
Kitty PeetersBoard Member
Sr Dorothy WagnerBoard Member
Sr Mary Kaye WinklerBoard Member
Sr Patricia LinssenBoard Member
Dave Vander ZandenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Healthcare Services GroupHousekeeping And Laundry Services3220 TILLMAN DRIVE SUITE 300, Bensalem, PA 19020$510,715
Community Living Solutions LLCArchitectural And Contractor2801 ENTERPRISE AVE 202, Appleton, WI 54913$417,795
Impact Interiors GroupInterior Design10315 E GRAND RIVER AVE SUITE 203, Brighton, MI 48116$292,669
Revenue and Support

Revenue Composition

Contributions and Grants
$462,272
Program Service Revenue
$16,896,858
Investment Income
$644,231
Other Revenue
$303,730
All Other Contributions
$462,272
Change in Net Assets
$1,763,474

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,571,899
Revenue Not Reported on Financial Statements
$735,192
Revenue Not Reported on Form 990
$-463,465
Other Revenue Adjustments
$735,192
Total Revenue per Audited Statements
$17,108,434
Total Revenue per Form 990
$18,307,091
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,674,245
Other Expenses$5,869,372
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,739,726$562,545$0$8,302,271
Occupancy$1,115,436$21,534$0$1,136,970
Other Employee Benefits$1,058,681$76,948$0$1,135,629
Depreciation Depletion$1,106,836$0$0$1,106,836
Payroll Taxes$605,868$44,036$0$649,904
Current Officers, Directors, Trustees, and Key Employees$0$481,801$0$481,801
Other Expenses$373,048$0$0$373,048
All Other Expenses$220,071$152,940$0$373,011
Office Expenses$118,785$129,258$0$248,043
Interest$174,995$0$0$174,995
Information Technology$0$132,786$0$132,786
Fees for Services Other$119,137$3,876$0$123,013
Fees for Services Legal$0$119,651$0$119,651
Advertising$22$106,210$0$106,232
Pension Plan Contributions$97,550$7,090$0$104,640
Travel$67,083$15,986$0$83,069
Insurance$65,480$1,520$0$67,000
Fees for Services Accounting$0$38,375$0$38,375
Fees for Services Management$27,000$6,895$0$33,895
Conferences and Meetings$95$0$0$95
Total Functional Expenses$14,642,166$1,901,451$0$16,543,617

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,543,617
Total Expenses per Audited Statements$16,451,605
Expenses per Audited Statements$16,433,975
Expenses Not Reported on Financial Statements$109,642
Other Expense Adjustments$109,642
Expenses Not Reported on Form 990$17,630
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$62,022

Bond Issues

BondIssuerIssuedIssue PricePurpose
CWisconsin Health and Educational2014-12-19$7,000,000-
BWisconsin Health and Educational Facilities2007-04-26$3,176,000SEE PART VI
AWisconsin Health and Educational Facilities2014-12-19$2,499,000SEE PART VI

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
C$4,000,000$0$0$0
B$3,176,000$0$588,400$34,000
A$2,499,000$0$98,400$75,800

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
Yes
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 family members
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

This committee shall consist of the officers of the board of directors. The immediate past board chairperson shall also serve on the committee for a two-year term. This committee shall have the authority to accomplish these tasks assigned to it by the board of directors and to transact the essential business of the board that can't await a regular or special meeting of the board, provided no action taken at such meetings shall be in conflict with the expressed policies of the board or the authority granted this committee by the board or bylaws.

Form 990, Part VI, Section A, Line 6

The member of st. Paul elder services, inc. Shall be the franciscan sisters of christian charity sponsored ministries, inc.

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

The directors are appointed by the member.

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

The following transactions shall be authorized only by vote of the member of the corporation, which vote shall be taken only after considering the advice of the board of directors of st. Paul elder services, inc. Any action taken by the member on any of these matters shall be immediately communicated to the board of directors of st. Paul elder services, inc. A) approval of the philosphy, objectives and purposes of the corporation for which it was and is formed and exists. B) approval of borrowing outside the limits established by the member resolution. C) approval of purchase, mortgage or sale of real estate or lease of real estate by or to the corporation for longer than one (1) year. D) requirement of a certified audit of corporate funds at any time and approval of the fiscal auditor of the corporation annually. E) approval of all insurance carriers and insurance coverage for the corporation. F) review and approval of capital and operating budgets. G) appointment, evaluation or discharge of the president/ceo of st. Paul elder services, inc. H) appointment and removal of members of the board of directors. I) approval of the creation and dissolution of the corporation or any subsidiary corporations, as well as approval of any merger, consolidation, affiliation, joint venture or other form of corporate reorganization of this corporation or any subsidiary of which this corporation is a member of controlling shareholder. J) amendment of articles of incorporation and by laws of the corporation. K) implementation of appointment, salary negotiation and reassignment process for franciscan sister personnel within the corporation or any subsidiary corporation. L) approval of long-range plans or strategic directions of the corporation. M) the powers stated above and all other powers not delegated in these by laws are reserved to the members, but the member does hereby delegate to the board of directors the authority to operate the corporation as set forth in article iii, section 8 of these by laws.

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

The form 990 is prepared by the cfo, reviewed by the ceo and then provided to the board of directors electronically prior to filing with the irs.

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

Each officer and certain associates and volunteers are required to sign an annual conflict of interest disclosure statement. Each potential conflict is disclosed to the president or corporate integrity officer who reviews all documents and disclosures related to the potential conflict. The president renders a decision regarding what action is prohibited or allowed relative to the conflict of interest. Disclosures and decisions are reported to the board of directors via the corporate intergrity semi-annual executive summary.

Form 990, Part VI, Section B, Line 15

The ceo's compensation is determined by the executive committee of the board of directors and the president of sponsored ministries. It is based in part on the ceo's performance and attainment of goals set forth for him/her. Comparability data from leadingage wisconsin is used with specific comparisons made to organizations three different ways: with similar size, similar annual revenue, and similar geographic location. The executive committee of the board meets in closed session to determine annual ceo compensation and memorializes the deliberation and discussion in writing in the form of a letter to the ceo. The ceo's salary has been reviewed and approved by the sponsored ministries' board of directors, who are independent of spes, each year historically as well the salaries of the spes executive team members are determined based on comparability data from leadingage wisconsin, with specific comparisons made between similar positions at organizations with similar size, similar annual revenue and similar geographic region. Executive team salaries are also based on performance, with increases being given based on merit and achievement of expected performance. The ceo of the organization and the director of human resources determine final compensation amounts. Key employee salaries are also disclosed to and reviewed by the board of directors. Salary decisions aredocumented via performance evaluations and letters to employees that announce their new salaries.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
St Paul Elder Services Inc
EIN
39-1029149
Phone
9207666020
Address
316 E 14TH STREET, KAUKAUNA, WI 54130

Signing Officer

Name
Brian Herman
Title
CFO
Phone
9207666020
Signed
2016-11-14

Organization Details

Formed
1943
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
10
Employees
417
Volunteers
250
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

Endownment fund was established to generate interest to be used to cover cost of care to the frail and elderly who can't afford to pay for care. It can be used after the fund reaches $1.3 million.

Schedule D, Part X, Line 2

The internal revenue service has ruled that the company is exempt from federal income taxes under section 501 (c)(3) of the internal revenue code, and accordingly, no tax provision is reflected in the financial statements. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the company and recognize a tax liability if the company has taken an uncertain position that more likely than not would not be sustained upon examination by the irs or other applicable taxing authorities. Management has analyzed the tax positions taken by the company and has concluded that as of december 31, 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The company is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Schedule D, Part XI, Line 2D

Net assets released from restrictions

Schedule D, Part XI, Line 4B

Unrestricted contributions - $342,516, unrestricted investment income - $307,030, temporary restricted contributions - $46,532, permanently restricted contributions - $75,855 gift shop purchases - ($17,630), realized gain on investment - $101,393, loss on disposal of assets - ($113,517), earned discounts ($9,035), non-operating rental income - $2,048

Schedule D, Part XII, Line 2D

Gift shop purchases - $17,630

Schedule D, Part XII, Line 4B

Loss on rental property - $100,607, earned discounts - $9,035

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IRS990/ActivityOrMissionDesc0A CATHOLIC FRANCISCAN HEALTH CARE PROVIDER OFFERING SERVICES TO THE ELDERLY. WE WILL CONTINUE TO PROVIDE EXCELLENT CARE THROUGH THE EFFORTS OF DEDICATED STAFF, ENTHUSIASTIC VOLUNTEERS, AND GENEROUS CONTRIBUTORS. OUR MISSION AND MINISTRY FLOW FROM THE GOSPEL VALUES OF DIGNITY, COMPASSION, RESPECT, HOSPITALITY AND STEWARDSHIP. SERVICES THAT WE PROVIDE TO THE ELDERLY INCLUDE: SKILLED NURSING FACILITY (BOTH LONG-TERM AND SHORT-TERM REHABILITATION), ASSISTED LIVING, SPECIALIZED ALZHEIMER'S/DEMENTIA PROGRAMS, PALLIATIVE AND HOSPICE CARE, ADULT DAY CARE, LIFE ENRICHMENT SERVICES, IN-HOME NON-MEDICAL CARE, MEALS ON WHEELS AND TRANSPORTATION SERVICES.
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IRS990/CYOtherRevenueAmt0303730
IRS990/CYProgramServiceRevenueAmt016896858
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IRS990/CYTotalExpensesAmt016543617
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/Desc0QUALITY NURSING CARE PROVIDED TO AN AVERAGE OF 125 RESIDENTS PER DAY IN A LICENSED SKILLED NURSING FACILITY, OFFER NURSING SERVICES, SOCIAL SERVICES, THERAPY, LEISURE ACTIVITIES AS WELL AS SPIRTUAL. A SIGNIFICANT NUMBER OF RESIDENTS RECEIVE CARE WHERE THE COSTS ARE PAID BY GOVERNMENTAL AGENCIES AND ARE AT A SHORTFALL OF COSTS.
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IRS990/Form990PartVIISectionAGrp/PersonNm0SONDRA NORDER
IRS990/Form990PartVIISectionAGrp/PersonNm1TOM VERHAGEN
IRS990/Form990PartVIISectionAGrp/PersonNm2DR JACK MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVE VANDER ZANDEN
IRS990/Form990PartVIISectionAGrp/PersonNm4JACKIE ABEL
IRS990/Form990PartVIISectionAGrp/PersonNm5SR PATRICIA LINSSEN
IRS990/Form990PartVIISectionAGrp/PersonNm6EVELYN HARTWIG
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IRS990/Form990PartVIISectionAGrp/PersonNm8SR MARY KAYE WINKLER
IRS990/Form990PartVIISectionAGrp/PersonNm9KITTY PEETERS
IRS990/Form990PartVIISectionAGrp/PersonNm10ANDREW SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm11BECKY REICHELT
IRS990/Form990PartVIISectionAGrp/PersonNm12BRIAN HERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13LISA NEBEL
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1294043
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13119186
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11COO
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF REHAB SERVICES
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01943
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt0235808
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0518227
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt00
IRS990/GrossReceiptsAmt018607140
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt026050
IRS990/GrossSalesOfInventoryAmt019229
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0132786
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt0132786
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01520
IRS990/InsuranceGrp/ProgramServicesAmt065480
IRS990/InsuranceGrp/TotalAmt067000
IRS990/IntangibleAssetsGrp/BOYAmt0125887
IRS990/IntangibleAssetsGrp/EOYAmt0123459
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt0174995
IRS990/InterestGrp/TotalAmt0174995
IRS990/InventoriesForSaleOrUseGrp/BOYAmt041576
IRS990/InventoriesForSaleOrUseGrp/EOYAmt042102
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IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0372401
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04947692
IRS990/InvestTaxExemptBondsInd00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt016316767
IRS990/LandBldgEquipCostOrOtherBssAmt026766380
IRS990/LegalDomicileStateCd0WI
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0WE ARE A CATHOLIC, FRANCISCAN SPONSORED COMMUNITY DEDICATED TO ENRICHING THE LIFE EXPERIENCE.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt013896374
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IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/TotalAmt01136970
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0129258
IRS990/OfficeExpensesGrp/ProgramServicesAmt0118785
IRS990/OfficeExpensesGrp/TotalAmt0248043
IRS990/OfficerMailingAddressInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.0$11.7$26.3$29.1$27.4$1.78
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.4$15.9$23.4$28.3$27.1$1.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.6$15.8$21.9$25.4$26.5$1.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.0$17.7$24.2$25.9$24.6$1.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.0$19.9$22.1$28.7$25.2$3.47
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$38.0$19.6$18.4$23.6$23.5$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.2$14.8$17.3$22.5$20.6$1.91
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.2$13.2$16.1$20.2$18.9$1.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.2$13.8$14.3$18.2$17.9$0.36
2015Detailed filing. Detailed filing data is available for this year.$25.6$11.7$13.9$18.3$16.5$1.76
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.3$7.68$12.6$17.3$15.9$1.38
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$19.1$7.81$11.3$16.2$15.6$0.63
2012Summary only. Only limited summary data is available for this year.$18.7$8.25$10.5$15.4$14.9$0.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$8.97$9.72$15.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$9.61$9.84$14.2
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $25M-$50M nonprofits