2023-02-07T14:40:32-06:00 2022-03-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2021-04-01 391137868 ST MONICA'S SENIOR LIVING INC STMO 2626395050 3920 N GREEN BAY RD RACINE WI 53404 STEPHANY LICHTER ADMINISTRATOR 2626395050 2023-02-06 1 STEPHANY LICHTER 999009999 JENNY TARKOWSKI CPA P00634290 6082744020 2023-02-03 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z STEPHANY LICHTER 3920 N GREEN BAY RD RACINE WI 53404 7494288 0 X WWW.STMONICASSENIORLIVING.COM X 1968 WI IN THE SPIRIT OF OUR FOUNDERS, THE SISTERS OF ST. RITA, WE PROVIDE A COMPASSIONATE, SAFE, LOVING FAMILY HOME ENVIRONMENT THAT RESPECTS THE DIGNITY OF ALL RESIDENTS. WE STRIVE TO MEET THE PHYSICAL, EMOTIONAL, SOCIAL AND SPIRITUAL NEEDS OF EACH RESIDENT AND SUPPORT THEIR FAMILIES. 20 19 201 60 0 0 832155 248314 6185608 6987326 61838 218855 -3615 -5184 7075986 7449311 0 0 0 0 4341285 4343551 0 0 37107 2346041 2305530 6687326 6649081 388660 800230 12810129 12962132 5976472 5560224 6833657 7401908 X IN THE SPIRIT OF OUR FOUNDERS, THE SISTERS OF ST. RITA, WE PROVIDE A COMPASSIONATE, SAFE, LOVING FAMILY HOME ENVIRONMENT THAT RESPECTS THE DIGNITY OF ALL RESIDENTS. WE STRIVE TO MEET THE PHYSICAL, EMOTIONAL, SOCIAL AND SPIRITUAL NEEDS OF EACH RESIDENT AND SUPPORT THEIR FAMILIES. 0 0 5421000 0 6987326 ST. MONICA'S IS NESTLED ON 42 ACRES ALONG THE ROOT RIVER IN RACINE, WISCONSIN. WITHIN OUR WALLS AND GROUNDS WE SERVE RESIDENTS IN PROVIDING A SENSE OF CALM, SECURITY AND ENJOYMENT. THE STAFF INCLUDES PROFESSIONAL, LICENSED CAREGIVERS, DEDICATED TO TREATING EVERY RESIDENT LIKE FAMILY AND ENGAGING EACH IN FRUITFUL, INTERESTING ACTIVITY. THROUGH OUR CORE VALUES, ST. MONICA'S IS RACINE'S PREMIER PROVIDER OF SENIOR LIVING SERVICES, CONTINUALLY ENHANCING THE RANGE OF QUALITY COMPASSIONATE CARE AND ACTIVITIES THROUGH INNOVATION, EMPLOYEE INVESTMENT, AND COMMUNITY MEMBER ENGAGEMENT. 5421000 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 7 0 201 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X STEPHANY LICHTER 2626395050 3920 N GREEN BAY RD RACINE WI 53404 SR ANGELICA SUMMER DIRECTOR 1.00 X 16435 0 1059 TOM LEUENBERGER CHAIR 1.00 X X 0 0 0 DAVID EASLEY PAST CHAIR 1.00 1.00 X X 0 0 0 AHMAD QAWI VICE CHAIR 1.00 X X 0 0 0 DAN DEBAKER TREASURER 1.00 1.00 X X 0 0 0 MARY WYANT SECRETARY 1.00 1.00 X X 0 0 0 SR JANA ANNE AKAN DIRECTOR 1.00 X 0 0 0 MANEEKA DECKER DIRECTOR 1.00 X 0 0 0 LAMONTE BOHMAN DIRECTOR 1.00 X 0 0 0 RAY JOHNSON DIRECTOR 1.00 X 0 0 0 CHAD KUCIK DIRECTOR 1.00 X 0 0 0 RON SCHULZ DIRECTOR 1.00 1.00 X 0 0 0 SR CLARE MARIE ROHUTNY DIRECTOR 1.00 X 0 0 0 JOE MALLER DIRECTOR 1.00 X 0 0 0 FRANK MILLER JR DIRECTOR 1.00 X 0 0 0 PETER CIARAMITA DIRECTOR 1.00 X 0 0 0 STEPHANIE FOLK DIRECTOR 1.00 X 0 0 0 HEIDI LANGE DIRECTOR 1.00 X 0 0 0 DR KEVIN MCCABE DIRECTOR 1.00 X 0 0 0 SHAWN OLLEY DIRECTOR 1.00 X 0 0 0 LORETTA BAXTER EXECUTIVE DIRECTOR 40.00 X 98916 0 13378 STEPHANY LICHTER ADMINISTRATOR 40.00 1.00 X 107964 0 13686 223315 0 28123 1 0 0 0 KATT CONSTRUCTION LLC 212 4TH ST RACINE WI 53403 ROOM RENOVATION 114910 1 73298 175016 94818 248314 RENTAL INCOME 623110 5648495 5648495 PERSONAL CARE SERVICES 812199 1298259 1298259 40572 40572 6987326 118824 118824 129624 29593 100031 100031 100031 10200 73298 15384 -5184 -5184 7449311 6987326 0 213671 226987 105673 108701 12613 3360357 2889039 458322 12996 45660 38246 7104 310 405297 344769 58999 1529 305250 257483 45914 1853 11416 11416 36118 36118 21221 21221 215721 162911 52810 39148 32566 6582 221193 157196 63997 515496 440965 74531 3412 2892 520 29006 25643 3363 209491 177564 31927 424059 359432 64627 184024 155978 26822 1224 FOOD 281619 281619 HOUSING ALLOWANCE AND S 57840 57840 55766 21590 34176 6649081 5421000 1190974 37107 1000189 635288 0 10246 48813 88748 67462 64649 15022908 5945400 9425118 9077508 2268547 2908272 0 41654 0 135767 12810129 12962132 587568 383112 13804 25120 5333100 5096992 42000 55000 5976472 5560224 X 6635999 7142153 197658 259755 6833657 7401908 12810129 12962132 800230 -231979 0 X 0 1 X 0 0 X 244907 191148 129093 832155 248314 1645617 4213264 5654708 6143277 6185608 6987326 29184183 17298 14719 10578 10036 10200 62831 4475469 5860575 6282948 7027799 7245840 30892631 6000 8025 14025 0 6000 8025 14025 30878606 43310 68148 87873 61838 118824 379993 43310 68148 87873 61838 118824 379993 4518779 5928723 6370821 7089637 7364664 31272624 0.98740 0.98910 0.01220 0.01040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 222990 222990 13250120 4901313 8348807 79203 74128 5075 1470595 969959 500636 9077508 COMMUNITY FEE DEPOSITS 55000 55000 GOLF OUTING 83498 73298 10200 10200 5184 83498 73298 10200 10200 5184 15384 -5184 X 3 94818 QUOTED STOCK PRICE 0 0 0 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS MADE. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS PRESENTED AT A MEETING OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS ANNUALLY COMPLETE AND SIGN A STATEMENT DISCLOSING INTERESTS THAT COULD GIVE RISE TO CONFLICTS. ANY PERSON WITH A POTENTIAL CONFLICT OF INTEREST MUST LEAVE THE MEETING OF THE GOVERNING BODY OR COMMITTEE WHILE THE REMAINING DIRECTORS VOTE ON WHETHER OR NOT AN ACTUAL CONFLICT OF INTEREST EXISTS. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST DOES EXIST, THE DIRECTOR OR OFFICER WITH THE CONFLICT OF INTEREST IS PROHIBITED FROM DISCUSSING AND VOTING ON THE POTENTIAL TRANSACTIONS INVOLVING THE INTERESTED PARTY. THE ORGANIZATION WILL ALSO LOOK FOR OTHER POSSIBLE ALTERNATIVES TO AVOID THE CONFLICT OF INTEREST ALL TOGETHER. IF IT IS NOT POSSIBLE TO AVOID THE CONFLICT OF INTEREST, THE GOVERNING BODY WILL VOTE ON WHETHER OR NOT IT IS FAIR AND REASONABLE TO ENTER INTO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT PERSONS, CONDUCTS A PERFORMANCE EVALUATION OF THE ADMINISTRATOR AND IS AUTHORIZED TO DETERMINE COMPENSATION ISSUES. THE COMPENSATION COMMITTEE USES COMPARABLE DATA FROM SURVEYS FROM SIMILAR ORGANIZATIONS. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT ARE MADE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ARISE PHYSICAL THERAPY INC 3920 N GREEN BAY ROAD SUITE 150 RACINE WI 53404 862396597 PHYSICAL THERAPY WI 501(C)(3) LINE 7 ST MONICA'S SENIOR LIVING INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0