2024-06-13T14:42:47-05:00 2023-12-31 390912608 HAWKINS ASH CPAS LLP 500 S SECOND STREET SUITE 200 LA CROSSE WI 54601 990 2023-01-01 510201995 BETHANY-ST JOSEPH CORPORATION BETH 6087885700 2501 SHELBY ROAD LA CROSSE WI 54601 KIMBERLY GOCHANOUR CHIEF EXECUTIVE OFFICER 6087885700 2024-06-12 1 KIMBERLY GOCHANOUR 999009999 1 BRITTANY F LEONARD P01646690 6087847737 2024-06-03 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z KIMBERLY GOCHANOUR 2501 SHELBY ROAD LA CROSSE WI 54601 20611011 0 X WWW.BSJCORP.COM X 1976 WI THE CORPORATION'S STATED MISSION IS TO PROVIDE SERVICES TO THE AGED, INFIRMED AND CHRONICALLY ILL PERSONS WITHOUT REGARD TO POVERTY OR RICHES OF THE RECIPIENT OF THE SERVICES PROVIDED, AND TO FOSTER ECUMENICAL COOPERATION BETWEEN PEOPLE OF ALL FAITHS. BETHANY-ST. JOSEPH CORPORATION FULFILLS ITS MISSION THROUGH THE PROGRAMS, SERVICES, AND FACILITIES IT PROVIDES THROUGHOUT THE SEVEN RIVERS REGION OF WESTERN WISCONSIN. 13 13 731 172 0 0 42764 129258 19928292 20152921 84747 292797 0 0 20055803 20574976 0 0 0 0 14644152 14724386 0 0 107248 6924168 6722944 21568320 21447330 -1512517 -872354 29151441 28656589 1995244 2171927 27156197 26484662 X THE CORPORATION'S STATED MISSION IS TO PROVIDE SERVICES TO THE AGED, INFIRMED AND CHRONICALLY ILL PERSONS WITHOUT REGARD TO POVERTY OR RICHES OF THE RECIPIENT OF THE SERVICES PROVIDED, AND TO FOSTER ECUMENICAL COOPERATION BETWEEN PEOPLE OF ALL FAITHS. BETHANY-ST. JOSEPH CORPORATION FULFILLS ITS MISSION THROUGH THE PROGRAMS, SERVICES, AND FACILITIES IT PROVIDES THROUGHOUT THE SEVEN RIVERS REGION OF WESTERN WISCONSIN. 0 0 14003001 14152129 SKILLED NURSING CARE- 37,757 DAYS OF SERVICE PROVIDED 5085519 5139678 SENIOR HOUSING FACILITIES - 100,614 DAYS OF SERVICE PROVIDED 282456 285464 COMMUNITY SERVICE PROGRAMS- 21,497 HOURS OF SERVICE PROVIDED 569584 575650 THERAPY SERVICES AND OTHER RESIDENT SERVICES 569584 575650 19940560 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 46 0 1 731 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X MATTHEW MUELLENBERG 6087885700 2501 SHELBY ROAD LA CROSSE WI 54601 BRAD QUARBERG PAST PRESIDENT 1.00 X X 0 0 0 BARBARA STROHM SECRETARY 1.00 X X 0 0 0 CINDI KYTE DIRECTOR 1.00 X 0 0 0 DR JOSEPH KOTNOUR VICE PRESIDENT 1.00 X X 0 0 0 PAUL PATROS DIRECTOR 1.00 X 0 0 0 STEVE SPILDE DIRECTOR 1.00 X 0 0 0 TERRI PEDACE TREASURER 1.00 X X 0 0 0 MATTHEW BERSAGEL BRALEY DIRECTOR 1.00 X 0 0 0 CHUCK HANSON DIRECTOR 1.00 X 0 0 0 BONNIE SACIA DIRECTOR 1.00 X 0 0 0 KAY BERRA DIRECTOR 1.00 X 0 0 0 SEAN MARTIN DIRECTOR 1.00 X 0 0 0 NICHOLAS PASSE PRESIDENT 1.00 X X 0 0 0 ELAINE ZEMAN DIRECTOR OF FINANCIAL SERV 40.00 X 96119 0 7525 CRAIG UBBELOHDE EXECUTIVE DIRECTOR 40.00 X 330789 0 24427 JULIE HEMP NURSE 40.00 X 152091 0 18201 TISHA BENNETT NURSE MANAGER 40.00 X 115110 0 7749 MERILEE HUFFMAN NURSE 40.00 X 112972 0 9974 MEGAN FEIRTAG NURSING HOME ADMINISTRATOR 40.00 X 135763 0 3431 JENNIFER SASS DIRECTOR OF HUMAN RESOURCES 40.00 X 115014 0 16860 HALEY HALL NURSING HOME ADMINISTRATOR 40.00 X 116205 0 10099 1174063 0 98266 7 0 1 0 COULEE REGION ROOFING 1018 VALLEY VIEW DR ONALASKA WI 54650 CONTRACTOR 565000 FUSION MEDICAL STAFFING LLC PO BOX 30131 OMAHA NE 68103 NURSING SERVICES 133491 GRAPTREE MEDICAL STAFFING LLC 2501 BOJI BEND DRIVE SUITE 100 MILFORD IA 51351 NURSING SERVICES 116358 3 129258 129258 NURSING HOME CARE 623000 14152129 14152129 ELDER HOUSING 623000 5139678 5139678 MANAGEMENT SERVICES 623000 349670 349670 COMMUNITY SERVICES 623000 285464 285464 THERAPY SERVICES 623000 225980 225980 20152921 328832 328832 36035 -36035 -36035 -36035 20574976 0 0 20445718 617056 617056 11996219 11488878 418904 88437 107266 101490 5776 1056451 993607 62271 573 947394 876135 64618 6641 786 686 100 63331 61436 1895 73004 56515 13411 3078 791550 791550 142268 69531 72737 3010 3010 980579 980579 223707 195138 28569 SUPPLIES 2259160 2237375 16844 4941 CONTRACTED SERVICES 1294109 1208776 82219 3114 MEALS 382880 382880 WI PROVIDER TAX 367200 367200 141360 125774 15122 464 21447330 19940560 1399522 107248 1788082 1141148 4038569 357525 2004128 3226748 184467 238106 37542144 26695384 11297943 10846760 9838252 12711224 0 135078 29151441 28656589 1737465 1753018 257779 259035 0 159874 1995244 2171927 X 27156197 26484662 27156197 26484662 29151441 28656589 -872354 200819 0 X X 0 1 X 1 0 X 5085 23992 1118995 42764 129258 1320094 19791856 22777175 20100757 19928292 20152921 102751001 19796941 22801167 21219752 19971056 20282179 104071095 0 0 0 104071095 291042 176690 82095 84747 328832 963406 291042 176690 82095 84747 328832 963406 20087983 22977857 21301847 20055803 20611011 105034501 0.99080 0.99170 0.00920 0.00830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 2501296 2501296 27525381 20205495 7319886 7515467 6489889 1025578 10846760 FINANCE LEASE LIABILITY 159874 159874 X 20775795 200819 200819 20574976 0 20574976 21447330 0 21447330 0 21447330 PART IV, LINE 2B: NURSING HOME RESIDENT PERSONAL FUNDS - $7,422 ELDERLY RESIDENTIAL FACILITY SECURITY DEPOSITS - $251,613 PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE CORPORATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. THE DETERMINATION OF TAX-EXEMPT STATUS IS CONSIDERED TO BE A TAX POSITION TAKEN WITH RESPECT TO THE PROVISIONS OF U.S. GAAP. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE CORPORATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE CORPORATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. X X X X 0 0 0 0 0 0 0 0 0 CRAIG UBBELOHDE EXECUTIVE DIRECTOR 330789 0 0 0 0 0 6754 0 17673 0 355216 0 0 0 JULIE HEMP NURSE 152091 0 0 0 0 0 3128 0 15073 0 170292 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR, THE CHIEF FINANCIAL OFFICER AND THE BOARD OF DIRECTORS PRESIDENT REVIEW AND APPROVE FORM 990 BEFORE IT IS FILED. FORM 990 IS AVAILABLE TO THE FULL BOARD AT ANY TIME. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD AND KEY STAFF ARE REQUIRED IN THE SPRING OF EACH YEAR TO COMPLETE AND COMPLY WITH THE CORPORATION'S CODE OF CONDUCT WHICH CONTAINS A SECTION ON CONFLICT OF INTERESTS. CONFLICTS NOTED ARE REVIEWED BY THE EXECUTIVE DIRECTOR TO DETERMINE THE EXTENT OF ANY CONFLICT AND IF NECESSARY IS REVIEWED WITH THE BOARD PRESIDENT. ALL CONFLICTS ARE KEPT ON FILE. IN THE EVENT A CONFLICT OF INTEREST DOES ARISE, THE APPLICABLE BOARD MEMBER WOULD RECUSE THEMSELVES FROM VOTING AND IT WILL BE DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD IS PERIODICALLY PROVIDED WITH COMPENSATION INFORMATION FROM THE LEADING AGE - WISCONSIN, LEADING AGE - NATIONAL, THE INDUSTRY ASSOCIATIONS, AND THE HOSPITAL AND HEALTHCARE COMPENSATION SERVICE FOR MULTI-FACILITY COMPENSATION. ACTUAL 990S OF SIMILAR ORGANIZATIONS ARE ALSO REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR