2024-07-17T16:03:52-05:00 2023-09-30 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2022-10-01 391487306 SAN CAMILLO INC SANC 4142581814 10200 W BLUEMOUND ROAD WAUWATOSA WI 53226 CHRISTOPHER CHERNEY CHIEF FINANCIAL OFFICER 4142581814 2024-07-11 1 CHRISTOPHER CHERNEY 999009999 0 SOLOMON MARDAKHAEV P01806552 6105653930 2024-07-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHANNON ANGELL 10200 W BLUEMOUND ROAD WAUWATOSA WI 53226 20603939 0 0928 X WWW.STCAM.COM X 1923 WI BY PROVIDING SERVICES TO THE POOR, THE SICK AND THE ELDERLY WITH A SENSE OF COMPASSION AND LOVE, ST. CAMILLUS OFFERS HOPE AND MEANING TO THOSE WHO ARE SUFFERING, COMFORT AND SECURITY TO THOSE WHO ARE AGING, AND SERENITY TO THOSE WHO ARE DYING, TAKING INTO ACCOUNT EACH PERSON'S INNATE DIGNITY, UNIQUE NEEDS, AND GOD-GIVEN RIGHTS. 7 4 0 15 0 0 27589 963019 14769359 19587742 -14711 -17101 64325 44762 14846562 20578422 0 0 0 0 4240629 5650081 0 0 0 12543066 19987165 16783695 25637246 -1937133 -5058824 155042559 153615244 150020068 153399066 5022491 216178 X BY PROVIDING SERVICES TO THE POOR, THE SICK AND THE ELDERLY WITH A SENSE OF COMPASSION AND LOVE, ST. CAMILLUS OFFERS HOPE AND MEANING TO THOSE WHO ARE SUFFERING, COMFORT AND SECURITY TO THOSE WHO ARE AGING, AND SERENITY TO THOSE WHO ARE DYING, TAKING INTO ACCOUNT EACH PERSON'S INNATE DIGNITY, UNIQUE NEEDS, AND GOD-GIVEN RIGHTS. 0 0 16535046 0 13319665 OPERATES A 446 UNIT INDEPENDENT LIVING FACILITY FOR SENIOR RESIDENTS. 7781198 0 6268077 OPERATES A 56 UNIT RELIGIOUS ASSISTED LIVING FACILITY PROVIDING HEALTHCARE AND OTHER SERVICES TO PRIESTS AND BROTHERS FROM THE JESUIT ORDER. 24316244 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 4 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X CHRISTOPHER CHERNEY 4142581814 10200 W BLUEMOUND ROAD WAUWATOSA WI 53226 SHANNON ANGELL CHIEF EXECUTIVE OFFICER 1.00 41.00 X 0 234688 19538 JULIANNE LEVERITT ADMINISTRATOR OF INDEPENDENT LIVING 30.00 10.00 X 0 148627 10305 MELISSA CURRAN CONTROLLER 1.00 42.00 X 0 145424 11746 JUSTIN MUNZEL FORMER CFO (THRU JUNE 2022) 1.00 42.00 X 0 138314 15429 DAVID SINKULA DIR. ORG. & PROFESSIONAL DEVELOPMENT 1.00 41.00 X 0 124614 17772 AMBER DONOVAN CHIEF OPERATING OFFICER 1.00 42.00 X 0 75202 3444 THOMAS O'BRIEN CFO (THRU SEP 2022) 1.00 42.00 X 0 61299 4829 FR AGUSTIN OROSA PRESIDENT 1.00 42.00 X X 0 57394 178 FR LEANDRO BLANCO MI VICE PRESIDENT 1.00 42.00 X X 0 24000 0 REV JOHNSON VELLACHIRA SECRETARY 1.00 43.00 X X 0 3000 0 CHRISTOPHER CHERNEY CFO (FROM MAR 2023) 1.00 41.00 X 0 0 0 STACY BARNES DIRECTOR 1.00 1.00 X 0 0 0 NICK LAUBUSCH DIRECTOR 1.00 1.00 X 0 0 0 DR RAUL MATEO DIRECTOR 1.00 1.00 X 0 0 0 JUDIE TAYLOR DIRECTOR 1.00 1.00 X 0 0 0 0 1012562 83241 0 1 1 0 WEINGARTH PAINTING LLC 714 EAST LOCUST STREET MILWAUKEE WI 53212 ENV ENVIRONMENTAL SERVICES 250440 ROMAN ELECTRIC CO INC PO BOX 14396 MILWAUKEE WI 53214 ELECTRICAL SERVICES 241275 BAY TOWEL INC P O BOX 12115 GREEN BAY WI 54307 LNDR LAUNDRY 219925 HGA SDS 12-1861 PO BOX 86 MINNEAPOLIS MN 55486 CONSULTING SERVICES 201137 KELMANN RESTORATION CORPORATION 12001 WEST DEARBOURN AVENUE WAUWATOSA WI 53226 RESTORATION SERVICES 182547 13 963019 963019 MONTHLY SERVICE FEE REVENUE 623000 15095365 15095365 SUPPORT SERVICE REVENUE 623990 3653491 3653491 RESIDENT SERVICE REVENUE 623000 838886 838886 19587742 8416 8416 44762 0 44762 44762 44762 25517 -25517 -25517 -25517 20578422 19587742 0 27661 4763172 4525013 238159 534745 508008 26737 352164 334556 17608 3501454 3326381 175073 50830 9149 41681 779272 740308 38964 3860 3667 193 759290 721325 37965 7455362 7082594 372768 288 274 14 1213 1152 61 2305 2190 115 5639991 5357991 282000 132745 126108 6637 RAW FOOD & GROCERIES 1249947 1187450 62497 REPAIRS & MAINTENANCE 197841 187949 9892 MISCELLANEOUS 150007 142507 7500 CATERING EXPENSE 57762 54874 2888 4998 4748 250 25637246 24316244 1321002 0 750 750 0 61322 36187 44910 0 1158 199523082 46015978 155005622 153507104 155042559 153615244 810064 608210 11795133 13558576 14362 137414871 139217918 150020068 153399066 X 5022491 216178 5022491 216178 155042559 153615244 X -5058824 252511 X 0 1 X 1 0 X 206 72000 27589 963019 1062814 12398214 12529091 12718954 14769359 19587742 72003360 12398420 12601091 12718954 14796948 20550761 73066174 0 0 0 73066174 50731 44572 42230 64667 53178 255378 50731 44572 42230 64667 53178 255378 12449151 12645663 12761184 14861615 20603939 73321552 0.99650 0.99610 0.00350 0.00390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1037314 1037314 177741062 31974655 145766407 20583246 14041323 6541923 161460 161460 153507104 REFUNDABLE ENTRANCE FEES 103540884 DUE TO RELATED PARTY 35677034 139217918 20830933 252511 252511 20578422 0 20578422 25637246 0 25637246 0 25637246 PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS FOR OPERATIONS 252,511. 0 0 0 0 0 0 0 0 0 SHANNON ANGELL CHIEF EXECUTIVE OFFICER 0 227448 0 7240 0 0 0 10708 0 8830 0 254226 0 0 JULIANNE LEVERITT ADMINISTRATOR OF INDEPENDENT LIVING 0 142260 0 6367 0 0 0 5104 0 5201 0 158932 0 0 MELISSA CURRAN CONTROLLER 0 124710 0 20414 0 300 0 7054 0 4692 0 157170 0 0 JUSTIN MUNZEL FORMER CFO (THRU JUNE 2022) 0 99949 0 7091 0 31274 0 7146 0 8283 0 153743 0 0 PART I, LINE 3 THE TOP MANAGEMENT OFFICIAL IS COMPENSATED BY ST. CAMILLUS HEALTH SYSTEM, INC., A RELATED ORGANIZATION OF SAN CAMILLO, INC. ST. CAMILLUS HEALTH SYSTEM, INC. ESTABLISHED THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL USING COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND THE APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE METHOD. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS A SINGLE CLASS OF MEMBERS AND THE SOLE MEMBER OF THAT CLASS IS ST. CAMILLUS HEALTH SYSTEM, INC., A WISCONSIN NONSTOCK CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, ST. CAMILLUS HEALTH SYSTEM, INC., ELECTS THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS SHALL NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT THE APPROVAL OF THE MEMBER: TO DEFINE THE PHILOSOPHY, MISSION AND PURPOSE OF THE CORPORATION AND TO ADOPT, AMEND OR REPEAL ANY STATEMENTS OF MISSION OR PHILOSOPHY FOR THE CORPORATION; TO ADOPT, APPROVE, RESTATE, REVISE, OR AMEND THESE AMENDED AND RESTATED ARTICLES OF INCORPORATION AND THE BY-LAWS OF THE CORPORATION; TO APPOINT OR REMOVE, WITH OR WITHOUT CAUSE THE DIRECTORS OF THE CORPORATION AND DETERMINE THE NUMBER (WHICH MAY NOT BE LESS THAN THREE) OF SUCH DIRECTORS; TO AUTHORIZE OR MAKE OTHER DECISIONS RELATING TO THE TRANSFER OR SALE OF OR CREATION OF AN ENCUMBRANCE (E.G. MORTGAGE, PLEDGE OR GRANT OF SECURITY INTEREST) UPON FIXED ASSETS OF THE CORPORATION WITH A VALUE IN EXCESS OF $500,000; TO AUTHORIZE THE INCURRENCE BY THE CORPORATION OF DEBT FOR MONEY BORROWED IN AMOUNTS IN EXCESS OF $500,000; TO ADOPT AMEND OR REPEAL ANY PLAN OF DISSOLUTION, CONSOLIDATION OR MERGER OF THE CORPORATION, ANY CONTRACT OR AGREEMENT FOR THE MANAGEMENT OF THE CORPORATION OR ANY SALE OR LEASE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; TO CREATE, ACQUIRE, SELL, PURCHASE, DISSOLVE OR MAKE OTHER DISPOSITION OF ANY ENTITY OWNED OR CONTROLLED OR TO BE OWNED OR CONTROLLED BY THE CORPORATION OR ANY OWNERSHIP INTEREST IN ANY SUCH ENTITY; TO APPROVE ANY ACTIONS OR EXERCISE ANY POWER RESERVED TO THE CORPORATION AS A MEMBER OR SHAREHOLDER OF ANOTHER ENTITY; TO APPROVE THE INITIAL ELECTION BY THE BOARD OF DIRECTORS OF THE CHIEF EXECUTIVE OFFICER AND THE CHIEF OPERATING OFFICER OF THE CORPORATION (BUT NOT SUBSEQUENT RE-ELECTIONS OF THOSE PERSONS TO SERVE CONSECUTIVE TERMS IN SUCH RESPECTIVE OFFICES) AND TO REMOVE THE CHIEF EXECUTIVE OFFICER AND THE CHIEF OPERATING OFFICER OF THE CORPORATION WHETHER OR NOT SUCH REMOVAL IS APPROVED BY THE BOARD OF DIRECTORS; AND TO APPOINT OR REMOVE, WITH OR WITHOUT CAUSE, THE PRESIDENT OF THE CORPORATION AND TO DETERMINE THE TERM OF THE PRESIDENT'S APPOINTMENT, SUCH TERM NOT TO EXCEED THREE YEARS. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND CONTROLLER REVIEW THE FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. A COPY IS KEPT ON HAND FOR PUBLIC VIEWING. FORM 990, PART VI, SECTION B, LINE 12C THE PARTIES THAT ARE INVOLVED ARE ASKED TO DISCLOSE ANY CHANGES THAT WOULD IMPACT THE POLICY. NO CONTRACT OR OTHER TRANSACTION BETWEEN THIS CORPORATION AND ONE OR MORE OF ITS DIRECTORS OR ANY OTHER CORPORATION, FIRM, ASSOCIATION, OR ENTITY IN WHICH ONE OR MORE OF ITS DIRECTORS ARE DIRECTORS OR OFFICERS OR HAS A MATERIAL FINANCIAL INTEREST, SHALL BE EITHER VOID OR VOIDABLE BECAUSE OF SUCH RELATIONSHIP OR INTEREST OR BECAUSE SUCH DIRECTOR OR DIRECTORS ARE PRESENT AT THE MEETING OF THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF WHICH AUTHORIZES, APPROVES OR RATIFIES SUCH CONTRACT OR TRANSACTION OR BECAUSE HIS OR THEIR VOTES ARE COUNTED FOR SUCH PURPOSE, IF ( 1) THE FACT OF SUCH RELATIONSHIP OR INTEREST IS DISCLOSED OR KNOWN TO THE BOARD OF DIRECTORS OR COMMITTEE WHICH AUTHORIZES, APPROVES OR RATIFIES THE CONTRACT OR TRANSACTION BY A VOTE OR CONSENT SUFFICIENT FOR THE PURPOSE WITHOUT COUNTING THE VOTES OR CONSENTS OF SUCH INTERESTED DIRECTORS; OR (2) THE FACT OF SUCH RELATIONSHIP OR INTEREST IS DISCLOSED OR KNOWN TO THE MEMBERS ENTITLED TO VOTE AND THEY AUTHORIZE, APPROVE OR RATIFY SUCH CONTRACT OR TRANSACTION BY VOTE OR WRITTEN CONSENT; OR (3) THE CONTRACT OR TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION. COMMON OR INTERESTED DIRECTORS MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF WHICH AUTHORIZES, APPROVES OR RATIFIES SUCH CONTRACT OR TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. AUDITED FINANCIAL STATEMENTS ARE PUT IN THE RESIDENT LIBRARY AND AVAILABLE TO PROSPECTIVE RESIDENTS. FORM 990, PART XI, LINE 9: NET ASSETS RELEASED FROM RESTRICTIONS FOR OPERATIONS 252,511. ST CAMILLUS HEALTH SYSTEM INC 10101 W WISCONSIN AVENUE WAUWATOSA WI 53226 390806167 ADMINISTRATIVE AND MANAGEMENT SERVICES WI 501(C)(3) LINE 12B, II N/A 0 ST CAMILLUS COMMUNITIES INC 10101 W WISCONSIN AVENUE WAUWATOSA WI 53226 391843041 RESIDENTIAL FACILITIES WI 501(C)(3) LINE 12B, II ST CAMILLUS HEALTH SYSTEM INC 0 ORDER OF ST CAMILLUS FOUNDATION INC 10200 W BLUEMOUND ROAD WAUWATOSA WI 53226 391925879 FUND-RAISING SUPPORT WI 501(C)(3) LINE 12B, II ST CAMILLUS HEALTH SYSTEM INC 0 ST CAMILLUS HEALTH CENTER INC 10101 W WISCONSIN AVENUE WAUWATOSA WI 53226 391079224 HEALTH SERVICES WI 501(C)(3) LINE 10 ST CAMILLUS HEALTH SYSTEM INC 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0